# tblArchiveActivities

Description:
Spoke with Sue Southard who said Dr. Burke gave it a few seconds of his time and said "No, I am not interested in affiliating with any credit union."


Description:
Per discussion with Carol Knouse,  I referred this company to Ike Keener.  He advised that since their had been a business relationship and they contacted us about affiliation that we would proceed.  I faxed a sample letter to Tina today.  Also, I emphasized that we would like for the entire staff to join AFCU.-KM


Description:
I conducted an information and signup session for the staff.  There were eight employees present.  One employee, Leroy Everhart is already an AFCU member.  The other partner, Jim Rorie; led the discussion for the group.  He stated that he wanted to take the information home and discuss it with his wife.  This more or less set the tone for the whole group.  None of the other employees felt compelled to join.  I asked them three times to complete their membership applications.  I reminded them that was the purpose of my visit, but to no avail.


Description:
Jim Rorie attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
Jim Rorie wants me to call back later once he has had a chance to discuss an enrollment date with Leroy Everhart.-KM


Description:
I called this firm after reading an article about eDesigner Source not carrying out its business plan and not occupying space at the .commerce Plaza on Fourth Street-downtown WS.  Mary Allen prefers that we meet during the first of March as they will be involved with moving from their current location to the downtown office plaza. This company is quoted by the Winston Salem Journal as "specializing in making and distributing computers, furniture and supplies for early childhood education" and it is "taking over the top floor" of the .commerce Plaza.-KM


Description:
I talked with Mary Louise Allen.  She said that the owner is not available but to call back 3/14.  She said that their commercial account is with Wachovia and the owner strongly encourages his employees to bank there.  She said that he does not want too many things coming into the company-her words.-KM


Description:
I talked with Mary Louise Allen.  She said that they would be considering this.  She will need to check on a good date to meet with me. I have offered to take her and the owner to Bistro 420, right across the street from their new location at dot commerce Plaza on Fourth Street.  She has my name and number.-KM


Description:
I met with Mary Louise Allen.  She said Richard, (no last name stated), is the president of the corporation and he is a former banker. I fthey pursue this, he will want to meet with me.  The company customizes computers for children.  They contract through Head Start and other such governmental programs.  They have service reps to set up the computers on site.
Mary Louise wants a sample of the literature that her employees would be given.  I mailed a life stages catalog, all-in-one, etc to her.-KM


Description:
I left a voice mail for Mary Louise Hatch to call me re: their decision.-KM


Description:
Left message for Mary Louise to call me.


Description:
When Frances Campbell and I went to hold a sign up session for Lewis and Daggett, Frances was given Ad Source as a lead from one of the Lewis and Daggett employees, Ann Fisher. So, they have essentially contacted us.  The owner is named Robert Clifton. He has been a vendor for our credit union in the past.  His parents were membersof RCFCU and employees of RJR.  He would like to become a member of our CU.  Since he did not join when his parents were living and his parents are now deceased, there is no easy way for him to join AFCU.  I discussed this with Carol Knouse and she suggested that he forward the letter of request to affilate with AFCU and that we will go through the steps with NCUA and our board and them advise him of their decision. I faxed a sample letter to him today.  I stressed that since this was a small company, that the owner will often pay the membership fee for each employee.  He said that he did not have a problem with that.-KM


Description:
I followed up with Robert Clifton.  He said that he took care of the letter the day that he received the fax.  We have not received it.  I re-faxed him the sample letter and the factors to consider.-KM


Description:
This account had no activity since early in the year. I called Mr. Clifton before I marked the account "Lost". Mr. Clifton said he intended to send in his paperwork and requested I fax new forms to him. He has CD money he plans to invest and he wants to poll his employees to see how many are interested in afiliating with AFCU.
Faxed sample letter and Factors to Consider.


Description:
Ana Larson asked if we had called this company.  I had contacted them in the past and had been told that they were affiliated with a credit union.  I called back again and Robert Atkinson advised me that they are with Summit.  I advised him that we had just signed up QualChoice and that they too had Summit and that they felt that AFCU would offer a better level of products and services.  I offered to disucss this with him and their director, Carol Ann Schachtschnider over lunch. He prefers that I send some material to him first.  I will check with him later next week.-KM


Description:
I talked with Robert Atkinson.  He did receive the package and forwarded it to Carol Anne S., the manager.  I asked him to let me know if Thursday lunch at 11:30 would be acceptable.  He will let me know on Monday, 2/12.-KM


Description:
Carol and I conducted an information and enrollment session for the staff.  We saw a total of twelve people and we received seven completed new membership applications.  We took a fruit tray from The Fresh Market.  We also took pens, popcorn and paper clip holders as premiums.


Description:
Accompanied Frances on enrollment session.


Description:
Received a call from Linda Verdin who was just laid off from her job after 5 years. Multiple problems. Was told company was overstaffed. Linda said that there is a lot of conflict going on. Several were laid off.


Description:
Called Deborah McNeil to verify the names of employees on our Maxsell listing. I then updated Focus to indicate those who are now Former Segs. Deborah said she would be happy to deliver packets to people they have hired within the past 6 month. Mailed a package to her today.


Description:
I met with Mark Goslen.  He will survey his staff re: affiliation and advise.-KM


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


Description:
I called Mark Goslen.  He said that two of his staff members are members at AFCU and two are with Truliant.  They did not seem to be interested in affiliation.  I did advise Mark Goslen of our new CUABS and low interest VISA.  I asked that if he wanted to reconsider, to let me know.-KM


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


Description:
I called Karin Werth to ask her about sponsoring a hole or contribute to the DW.  She stated that 
Kohl's requires a two month notice for charitable contributions to the community.  These contributions are for children's charities.  I did offer her two tickets for Saturday's Vantage Championship.


Description:
I stopped in to visit Karin Werth and to deliver the complimentary tickets for the Vantage Championship.


Description:
I called Darlene Migliano Pawcheck? To talk with her about getting the Kernersville store involved as a sponsor company for RCFCU.  I left a message.


Description:
Ron George and I delivered the holiday premium.  Karin Werth was off, so we left it with a clerk in customer service.


Description:
I calld to Kristy and left message for Store Menager(03-14-2003)


Description:
I will go for an enrollment at April,7 from:2.20-5 pm
Primary contact--Jim Steven


Description:
Enrollment at Kohl's.I saw 11 employees(4-current members) with the following results:4 new members,2Ck's acct,3 holiday Clubs,4 payroll deductions.I dave parttime employees pacets because they were unable to attend sign-up


Description:
Jeanne Tilley and I dropped by to see Carmel.  They will soon be having their space with Piedmont Medical Associates.  Carmel stated that she did not receive the newsletter.  I mailed her a copy on 03-10-00.


Description:
Jeannie called to make sure that Carmel received the invitation to the sponsor company luncheon.  Carmel plans to attend the luncheon.  She was very excited about the luncheon and is looking forward to attending.  Her office has just merged with Piedmont Medical Associates.  She is very busy but everything is going fine.


Description:
Went by the office to talk with Carmel. She was not available to talk. Will followup with email or phone call.


Description:
Spoke with Belinda Wilson regarding this group and Piedmont Medical Specialist having the same seg rep and at the same address. We decided to leave as two separate companies since we are working on getting updated #s for employees in Novant companies.  It may be possible to combine at a later time.


Description:
New SEG contact person. Monika Stanley is filling in at this location until a person is hired and trained. She is not attending the SEG luncheon.


Description:
Called Mar;ty Lambeth to schedule an enrollment for the 60 employees of Forsyth Internal Med./Piedmont Med. Specialist, and Cardiology Specialists. Scheduled for Tuesday, April 23 from 10:00 until 2:00. Take a fruit tray. Drawing for food certificate.


Description:
Planned and attended an enrollment event for these employees. Visited with 37 employees with the following results: 8 new memberships/3 Holiday clubs/3 checking accts/1 new payroll ded./1 SPG referral/1mortgage referral.
A majority of those we saw were already members of AFCU.


Description:
Carol, Karen and I conducted an information and enrollment session for the staff.  We saw a total of 37 employees.  Many of whom are already AFCU members.  We obtained 8 new memberships, 3 Holiday Clubs, 3 Checking Accounts, 1 Safe Passage and 1 Mortgate referral.


Description:
CK, FC, and I held an enrollment session. We accounted for 28 accounts of 37 employees seen.-KM


Description:
Jeannie called to make sure that Kathy Goliszek received the invitation to the sponsor company luncheon.  Kathy will not be able to attend she will be in a meeting on that day.


Description:
Belinda Wilson and I stopped in to visit Kathy Goliszek.  She was not available per the receptionist who was very rude.  We did leave Munchkins and our business cards.


Description:
Held enrollment at Salem Family Practice. BW and AP.  Took Blue Ridge ice cream. We saw 27 employees. 23 were members of credit union. We talked with three doctors also. I gave  Napolean information to contact the doctors. We signed up one new member, 1 holiday club account and 2 checking accounts.


Description:
Jeannie Tilley and I stopped in to visit Carolyn Sexton and to drop off Munchkins and our business cards.  She was very nice and will attend the luncheon.

Company:
Forsyth Pediatrics /Adolescent Center Robinhood


Description:
Belinda stopped by to deliver the holiday premium.  The new contact person is Tamara Smith, the Practice Supervisor.


Description:
Carol, Karen, Kelvin and I conducted an information and enrollment session for the employees from 10:30 am. Until 1:00 p.m.  There were 23 employees present.  We conducted a drawing for a $25.00 Village Tavern gift certificate.  We provided cookies and gave away popcorn and the neon keyrings.


Description:
Susan Morris from Call a Nurse called and we discussed her accounts and moving her car loan. She came in took care of that and opened an account for her daughter. We also looked at consolidaiton loan for credit cards.


Description:
CK, FC, and KB and I held an enrollment session for this group.-KM


Description:
Carol Knouse and I held a second evening enrollment for this SEG.-KM


Description:
Lucie Hind calld to me back about an enrollment.and I am goin to company on April,22 from11 am-1 pm.


Description:
The majority of the members we saw were alredy members of Allegacy FCU,all members took applications home to pass appl to then familes,also we receved several inquiries regarding car loans.,home eq,mortgages.


Description:
Jeannie Tilley and I stopped by to visit Teresa Cating.  We were able to sit down and talk with her.  They are part of Novant and are included in the Novant orientation.  They currently employ 70 to 75 people, including managers, and support staff.


Description:
Jeannie called to make sure that Teresa Cating received the invitation to the sponsor company luncheon.  She was not able to talk with Teresa but left a detailed voice mail message about the luncheon and requested that Teresa return her call.


Description:
Lisa and Frances delivered the holiday premium.  The premium was left at the receptionist's desk.


Description:
I called Teresa Cating to ask if she will be able to attend the sponsor company luncheon.


Description:
CALLED  LEFT MESSAGE FOR TERESA CATING RE:SUPPLIES & QUESTIONS.


Description:
SPOKE WITH REBECCA GURLEY-NEW DIRECTOR SHE SAID THEY COULD USE PERHAPS 10 NEW MEMBER KITS TO SPEAK WITH HER OR BEVERLY WHITFIELD.  SHE SAID SHE WOULD BE IN A CLASS FOR THE REMAINDER OF THE WEEK.


Description:
See United Healthcare file for previous communication on this lead. Today, spoke with former contact person, Rhonda Peeden who has a new job as nat't accounts recruiter. Company will move into their new building in mid-summer. Will not talk about offering cu until after they are settled. Corporate headquarters is in Minneapolis, Minn. All HR benefit decisions are made at the corporate level. Company does not have formal agreement with any credit union. However, some Greensboro employees are members of Corporate America FCU. Their sister company is Uniprise located at 1701 Pinecroft Drive in Greensboro. See that company listing for information. 
When asked of Rhonda Peeden whil management did not feel a credit union was important, I was told that they felt that if emplioyees wanted a credit union they would just go out and get one.  I explained that credit unios memberships were only offered through sponsor companies she said that I should discuss that with Mr. Chapman at a later time.
I will call him later and see if he would allow us to perform a survey of his employees. Ike had offered to put a branch in their new facility but Rhonda said the decision had been made to not allow that. Rhonda said that United Healthcare has 33,000 members nationwide.


Description:
Cathy and I conducted a new employee signup for 13 employees, all thirteen employees signed up for the credit union.  We did conduct a drawing and gave away $25.00.  The owner of the company was the drawing winner.


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


Description:
12/14/00 Amanda Hoppers and I attended an open house hosted by Tech Concepts to celebrate the  holiday and their new office location.  Lisa Cain and other employees said that they have added staff and that they would like for us to do another presentation for them after the first of the year.  They especially want us to bring someone from Safe Passage. They do have their own 401-K. They mentioned that they have an office in Virginia.  We need to request the names and addresses of these employees so that we may mail a package to them directly.-KM


Description:
Spoke with Lisa Cain. Told her I would try to stop by to meet her today. (Going to Sr. Management Retreat at Grandover). Said they still have 20 employees. She has about 10 or 15 packages for new hires.


Description:
Visited with Lisa Cain in their new Greensboro facility.  (Lisa lives in Advance).  Company has no plans for immediate new hires but Lisa would like to have new information with our new name when it is available.
Assisted another staff member with questions re: mortgage loans.


Description:
Frances and I stopped by to see Lisa Cain who was out of work for the day. Left packets of information.


Description:
Called Lisa Cain to follow-up from last week's visit. Lisa said that it would be good to do an enrollment during one of their upcoming staff meetings. She suggested September but will call me back to give some possible dates. I also inquired about their Virginia employees who she said are most in the military and involved with other credit unions. I asked for a name and address listing but she will let me know by Thursday or Friday (Aug. 8/9) what we can do.


Description:
Received a call from Lisa Cain who invited us to do an enrollment during a lunch meeting on Sept. 10. (Bapt. Benefits Fair Day). She will also e-mail a listing of their Virginia employees for a mailing. I will mail a copy to Lisa for her records.
Asked that she call me back to see if we could attend the October meeting.


Description:
Mailed a sample remote package to Lisa so that she would see what her employees would receive. She called this morning and left a message that she would e-mail names/addresses. Also request Sept. 10 for enrollment (At Bapt. That day)


Description:
Lisa Cain left a voice mail that Oct. 7 would be a good date for a meeting with their staff. This will occur during lunch. We will provide a dessert. Karen Morgan and I will plan to attend. Lisa will e-mail the names and addresses of their Virginia employees for a mailing (remote package). Lisa will call me the week of Aug. 26 to give me the specific time for our lunch meeting. I will e-mail a poster when I know the time.


Description:
Received an email from Lisa regarding the Oct. 7 enrollment. I will be working at WFU so Karen Morgan will handle this enrollment session. Lisa emailed the names and addresses of her VA. Employees. I will prepare labels for a mailing to these individuals.


Description:
Sent an email to Lisa Cain to let her know that the mailing to her Virginia and Maryland employees had been completed. Also requested that we send her a sample poster as soon as the time of the Oct. 7 enrollment date is scheduled.


Description:
I e-mailed a poster to Tech Concepts regarding my visit.-KM


Description:
I held an enrollment session for this group. AFCU furnished a box lunch for the staff.  I received one new application. The employees were given a membership packet, a package of popcorn and an AFCU pen. I talked at length with one of the female executives about rearranging her mortgage debt.-KM


Description:
Dropped a note in the mail to Lisa Cain relative to an article in the W-S Journal. Requested she call me if we can help with her benefit program.


Description:
Received emails from Lisa with copy of her email to her employees, with an attachment of mortgage rates to our website. Two employees from Virginia responded immediately and want to join and apply for mortgages.
Sent Lisa a plant from Bo-Ty Florist.


Description:
Received a call from Lisa Cain. They are going to add Truliant FCU as a sponsor since they have an office nearby and in Raleigh where some of their employees live. I advised her about my retirement and gave her Anya'a name. She requested that Anya mail her several business cards that she can use.


Description:
7/7/00 Brian Dail advised that they are not interested at this time.  I will check back in a few months.  I am marking as "lost" for now.-KM


Description:
Carol Knouse, Frances Campbell and I held an enrollment session for this group.-KM


Description:
Called Cheryl McKinney to get details on their September employee picnic. Cheryl said that by September they would probably have 130 employees. In addition, people at Baptist who work with them during the year are invited to the picnic. I will plan for about 150 when determining premiums, etc.
Cheryl will call me within 2 weeks to let me know the exact date.


Description:
I met with Tracy Fisher, Managing Partner of Tandem Employer Servcies LLC.  She is on the board of SCAN.  She presented the offer of affiliation with AFCU to SCAN's BOD. They have 25 employees, 40 Board members, and 24 volunteers. They serve Yadkin, Forsyth, Stokes and Surry county. She asked about Carolina Behavioral Health Systems.  I advised that I had met with Mrs. Briggs earlier and they were not interested.  

Teresa contacted Carol to say that the agency does indeed want to join AFCU.  Carol Knouse is following up with her re: the letter of request to join. We will need to obtain the SEG rep's name and title.-KM


Description:
Called Ginger Tinch, Bookkeeper, to find out their plans for payroll deduction/direct deposit. Ginger said the company could not afford direct deposit and that she was not going to do the banking for their employees..they can do their own. If they want to join AFCU it will be up to them to ask their current bank to send money to AFCU for savings/loans etc. She said that any decisions made regarding payroll deduction must be approved by their board and she has no plans to ask them. She also said that the 4 people who live and work in Burlington would not join AFCU because it was too far to drive. I tried to explain about our remote services and the number of members who do not have local access. Ginger said she understood but that her people would not do that. I asked when she planned to speak with the board regarding payroll deduction and she said she had not planned to.  I explained the benefit of payroll deduction and direct deposit one more time and told her that I would not proceed with the approval process until the decision had been made to offer payroll deduction. She said she did not understand why, so I explained again. I asked her to call me when she had additional information.  Within 5 minutes she called me back and said that they would provide payroll deduction as soon as AFCU had approved them. She then said that she ws excited about this new benefit and was planning to join.


Description:
Called Giner Tinch regarding enrollment date. Set for Monday, Oct. 29 from 9:00 until 11:00 in their conference room. About 30 employees should attend.


Description:
Carol and I conducted an enrollment and information session for the staff.  We saw 33 employees and received 11 completed new membership applications.  There were two employees who were already AFCU members.  

We took Krispy Kreme doughnuts and gave away two $15.00 Hanes Mall gift certificates.


Description:
Requested that I meet with their board of directors to introduce AFCU since their volunteers are also eligible. Traci Fisher said to wait until after the lst of the year since they had a busy December schedule. I also requested that we have a list of their volunteers with home addresses so that we could send them a package of information. Tracy said she would tell George Bryan to provide thar, probably after the lst of the year. Will follow-up.


Description:
Dropped off 25 packets of information for Ginger. Also left her Christmas gift.


Description:
Received a telephon call from Ginger. They will be mailing their payroll checks to us since Wachovia told them that the charge for wire transfers is $75.00 which Ginger interpreted to mean $75. X 12 participating employees. Even if the charge is $75. SCAN cannot afford to do this.


Description:
Carol and I conducted an infomration and enrollment session for the staff.  We saw thirty three employees and received thirteen completed applications.  

We took Krispy Kreme doughnuts


Description:
I called to talk with Ginger Tinch and was told that she is no longer with the agency.  I was able to talk with her replacement Debbie Profeta.  Debbie is new to the agency, she began working there in January,2002.  I am planning to take her to lunch on Friday, April 12th to discuss the benefits and services that are available through Allegacy.  The focus of the conversation will be on direct deposit and increasing the number of checking accounts to the employees.


Description:
I took the new bookkeeper, Debbie Profeta to lunch at The Midtown Café.  Debbie began her job with the agency in January.  She is a customer at Wachovia and the funds of the agency are on deposit at Wachovia.  She stated that the agency has 47 employees.  The direct deposit is not on the books at this time.  The agency is focused on renewing grants and contracts for funding.  She has never been affiliated with a credit union.  She was very interested in the services and benefits that are available through Allegacy.


Description:
I called Debbie to find out a time that we can come out for a reenrollment.  She stated that the week of June 17th there will be a full staff meeting from 8:30 a.m. until 10:30 a.m.  There willo be approximately 28 employees in attendance.  She stated that she will contact George and find out if we can have some time on the agenda and she will call me back.


Description:
Debbie Profeta attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
Received a call from Debbie who requested 80 premiums to be included in a gift bag she is preparing for SCAN volunteers. She feels that this is a way to promote AFCU and will also save their budget (already stretched to the limit).
Debbie is sewing 9" x 12" bags from bandana material that Wal-Mart donated.
Delivered pens, popcorn, and mini clipboards for their use.


Description:
Spoke with Debbie Profeta regarding her SEP IRA plan. Debbie refers her employees to AFCU for opening their IRA Accounts. Her employees are repeatedly coming back to her with reports that our AFCU employees do not appear to know how to open this accounts and don't seem to know what forms are required. Debbie is giving them a 5035-B form along with their contribution check. The 5035-B is a Copy of the company's SEP agreement and is the correct form to use. I called Libit Glen who acknowledged that there had been problems. She will speak with Edee about possible communication with our staff relative to handling these type of accounts.


Description:
Delivered coin purses to Debbie for an employee activity per her request.


Description:
Debbie Profeta attended our SEG Luncheon. She thanked AFCU for the various donations we have made to help with their programs. She also requested 25 coin purses for a children's event.


Description:
Spoke with receptionist who said that Mr. Stapleton was not available.  This is a sister company to United Healthcare of N.Carolina. She was not aware of any credit union relationship although I did an informal survey of some of their employees who were outside on a smoke break. Some were members of Corp. America FCU, some were members of Truliant through family members but none remembered being formally offered credit union services as a benefit. I will call Mr. Stapleton to see if I can arrange an appointment to find out more about this company and its organization.


Description:
Carol Knouse and I went to Greensboro to meet with this group.  See her preceding notes.-KM


Description:
I contacted this office and they advised that I send a package of information to them.  I will follow up next week.-KM


Description:
I left a message asking Liz Hensley to call me.-KM


Description:
I left another message for Liz Hensley to call.-KM


Description:
Liz Hensley asked that I call her back in a month.  They have "some things" going on right now.  She did not elaborate.-KM


Description:
I left a message for Liz Hensley to return my call.-KM


Description:
Liz Hensley said that they are happy with what they currently have.  She will keep the info on file if things change.-KM


Description:
I called this firm.  Gary Hudson said that they had discussed joining a credit union in the past but that they never did.  He wants a SEG package first and then he will discuss this with the owner.-KM


Description:
I talked with Gary Hudson. He was in the army with Ike Keener. Gary himself is interested in having the company affiliate with us. He has passed the information on to his manager.  He will call me once she advises him further.-KM


Description:
Gary Hudson said that the owner, "likes what she sees".  Give them two weeks and check back.  They are short handed on office staff.-KM


Description:
Gary Hudson said that he and Wanda Butner do indeed like the idea of affliation.  He did say that the operators, are the independent truck drivers, and they may or may not be eligible-because of state guidelines.  He will check on this. He will distribute the survey.  I will e-mail this to him, a sample letter, and the factors to consider. I will check back with him in a few weeks.-KM


Description:
Called Wanda Butner. They do not yet have direct deposit but management will probably offer this at the beginning of the year. Some of her employees are anxious to join and I suggested she tell them to visit the nearest office (N. Patterson). Otherwise, both of us feel that it would be better to do the enrollment either in December or after the first of the year when direct. Dep. Is available. About 18 people work in the office and the rest are drivers. She will want their enrollment done on the weekend.
Wanda will call me when she is ready to proceed.


Description:
Called Wanda regarding enrollment schedule. She will fax names and addresses for a mailing. Then will try to schedule enrollment sometime during March for those wh can attend.


Description:
I have scheduled an appointment with Leslie King for 2/19 at 3:00 pm.  They are a sister company to PharmaCore, which is at the same address and a different suite number.-KM


Description:
Angie Mehaffey and I met with Lesley King, the HR manager.  She said that they are a bio-tech company and operating with venture capital. She seemed interested in the offer to affiliate and will meet with  the company accountant soon to discuss this further.  They do offer direct deposit and payroll deduction via Paychex.-KM


Description:
I left a message for Lesley King to call me back re: their decision.-KM


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


Description:
I called for Lesley King to ask for their decision re: AFCU.  I asked that she call me back.-KM


Description:
At the request of Henry Russ, Called Jeannie Felts and offered services of AFCU. She asked that I mail a package to her with a sample letter. She is especially interested for her employees who work in W-S and Charlotte.  Will followup.

Company:
SouthEastern Employee Benefit Services, Inc.


Description:
Received letter of request. To forward to NCUA today.


Description:
Received a telephone call from Jane Kirks who said they were excited about the opportunity to join AFCU. They will have a required staff meeting between mid-April and May 1. This is a meeting that will include lunch. Jane wants us to be there that day. She will call me with specifics.
Will followup. I mailed Jane a package of materials that we give to new enrollees for her to review in case she has questions.


Description:
I talked with Jane Kirks who called to RSVP for the sponsor company luncheon.  While we were on the phone I confirmed her email address so that I could send her the poster and letter announcing the signup for next week.


Description:
I emailed a poster and letter for Jane to forward and or print to announce the signup scheduled for May 3rd.


Description:
I attended the employee signup and information session with Karen Morgan and Janet Jackson-Wilson.  We saw 40 employees and received 28 completed new member applications.  There were four employees who were recoded to reflect credit union membership.


Description:
Frances Campbell, Janet Jackson-Wilson and I held a sign-up session for this group. We received 32 new apps.-KM


Description:
I called and left a message on Jane Kirks voicemail with a request that she return my call.


Description:
I called Jane Kirks to ask if it would be possible to come out for a re-enrollment for the staff.  She stated that she will check the calendar and will get back to me with a time and date.


Description:
I went to deliver the holiday premium.  Jane is no longer with the company.  The new SEG reps's name has been keyed in.  She is polling her staff to see whether they want another enrollment.  FC has been tasked with this and we are waiting to hear back from Maria.-KM


Description:
Karen and I conducted an information and enrollment session for the staff.  We saw nine nine employees.  We received two completed new membership application.  We talked with John Googe the owner of the company and he stated that there are probably more like 50 to 52 employees at this location.  He took some of our information to review.  He stated that he serves on the board of directors of The Bank of the Carolinas.  The company has implemented a stipulation that employees must be active fulltime for 90 days before they are eligible for credit union membership.  Our new sponsor representative, Maria Stephens is not eligible to join at this time.  

We took a fruit tray from Fresh Market, and gave away pens and popcorn.


Description:
Frances Campbell and I held a re-enrollment for this group. Please see her notes under activities.  -KM


Description:
I received a call from Maria Stephens stating that she is in need of membership packets.  I told her that I would bring them to her on Friday, February 22nd.


Description:
I stopped in to deliver the new membership packets to Maria.  I also introduced Kelvin to Maria.  She had some questions about membership.  She is interested in opening an account for herself and her teenaged daughter.  She is still under the 90-day probationary period.


Description:
I conducted an information and enrollment session for the employees.   I saw a total of 17 people, most of whom are existing AFCU members.  I received 2 Blast Off Kids Club applications, 4 new membership applications, and 2 checking account applications.  I also answered questions and handed out other materials as requested by the members.  

Premiums:  popcorn and thermometers


Description:
I conducted an information and enrollment session for the employees located in Building 5640.  I saw a total of 11 employees.  I received 4 new membership applications, 1 checking account application, 1 holiday club, 1 request for an atm card, a Safe Passage referral, 3 Auto Buying Service referrals, and numerous payroll deduction change requests.  

Premiums:  pens, popcorn and thermometers.  
Drawing:  $10.00 Sagebrush gift card


Description:
I was notified by Mary Pickard in our Call Center that there were upcoming payroll changes for this company and that BCBS would begin processing their payrll effective Jan. 1, 2003. I called Laura Boggs who put me in touch with Julie Campbell from the Durham Office who is their primary payroll contact person. They will require their employees to have our members sign their direct deposit form for payroll deduction. I explained our current procedure for Julie and faxed a form to her for her legal department to review. At this time she is saying that they will not send us any money upon receipt of our Voluntary payroll deduction form. I explained the inconvenience to our members, her employees, and told her that if they did not accept out payroll deduciton form, we would not allow our members to borrow at the reducted interest rate. She said we should just give the payroll deduction form to the employee when they get a loan and let them handle their own payroll deduction form. I explained that we would not accept that method. I should call her on Wednesday, Dec. 18 to see what her legal department says about this.


Description:
Made several attempts to contact Julie or Jennifer at BCBS in Raleigh relative to their acceptance of our payroll deduction form. Mary Pickard will followup on Monday, Dec. 20.


Description:
After several weeks of work, made numerous calls to Jennifer, faxed information and received approval for their company to accept aFCU payroll deduction forms. However, they will only accept originals (no fax copies). Also received approval to send a letter to all Partners members relative to payroll deduction changes. Called Laura Boggs for her assistance in identifying Partners members.


Description:
Laura called me back and agreed to review the employee listing I will fax to her. This will allow me to update our records. I have also emailed the letter approved by Julie Campbell and Laura will email to her employees between now and Wednesday. I also asked Laura to look at a time when we could visit onsite with her employees.


Description:
Ordered flowers for Laura today from Bo-Ty Florist.


Description:
Visited briefly with Laura Boggs when she attended our SEG Luncheon. She agreed that we need to get back on track with onsite enrollments.


Description:
Arranged on site visit for Tuesday June 10th from 11-1. Emailed poster to Laura. She will advertise in employee newsletter and ask that they set up appointment times to come and join.


Description:
Laura was interested in holding signups at Partners. We talked about how normally handled this by advertising in their newsletter and then setting up appointments during lunch time 11-1. Introduced Ron George to Laura.


Description:
Anya and Belinda held signup session for members. Saw 18 employees.12 already members. Signed up 6 new members, 9 payroll deductions, 5 new checking accounts, 4 direct deposits, 2 holiday clubs and 1 atm applications.
Taken 2 mortgage applications and 2 car apps.


Description:
Talked with carol and will call after ncua makes final decisions on service facility.  Company in based in boston mass.


Description:
talkd with lori. She has lost the information so I'm sending more.  Will follow up in 2 weeks-cp


Description:
out of office and lwft message with receptionist - cp


Description:
talked with lori and trying to set up lunch for week of5/22 - cp


Description:
talked with lori and she does not have time to do lunch this week and said for me to call back in 2 weeks.  Will follow up the week of june 6th - cp


Description:
talked with lori and she is very backed up with other projects.  I suggested that we have lunch together to go over the services and she said she was not ready to implement something new for the employees.  I asked if I could follow up with her about offering the benefit and she said that was fine.  I will follow up in 2 months. - cp


Description:
lori has continuallly put me off and this is a temporary agency.  I am recomding to move to lost.  - cp


Description:
set up meeting for 5/4 at 10:00.  The company is not currently offering payroll deduction because of conversion with parent company "hauveran"  which is located in redbank new jersey.  They will be fully converted in january of 2001. - cp


Description:
met with donna johnson.  She is a former planters employee and a strrong credit union advolcate as well as member.  She said that payroll deduction will not be available until possibly january of 2001.  They do have direct deposit and she will send packet to nj to director of bnefits.  Will follow up in 2 weeks. - cp


Description:
Left message on voice mail for donna. - cp


Description:
left message on voice mail for donna. - cp


Description:
called and did not leave message.  Donna is on vacation until july 17th.  Will call back during that week. - cp


Description:
Call from Steve Garris. 12 small companies make up Mock Tire. Because of administrative problems will not offer at this time.  In the future will consider if they form a holding company to consolidate administrative work.


Description:
Mike Phipps and I stopped in so that I could introduce Mike to Christine Whicker.  She was out of the office all week at a meeting.


Description:
I stopped in to see Christine Whicker.  I talked with Christine who informed me that there is a new city manager who started work approximately one month ago.  She also relayed that there are investigating having direct deposit available for the employees.   She stated that there are currently 60 employees.


Description:
Mike delivered the holiday premium.  Everything is going well.


Description:
Per Janice Fulp's request, mailed 10 new member packets.  AL


Description:
I called Christine to verify that it is permissible to email information regarding credit union promotions.  Christine is out of the office until Thursday afternoon.  I spoke with Jan who stated that she did not perceive that it would be a problem to email information.


Description:
I received a message from Brooke Walsworth that Jan Fulp needs membership packets for new employee packets.

I called and talked with Jan, she stated that all materials on hand have RCFCU on them,  I told her that I would have 20 membership packets prepared and delivered to the Tobaccoville office for delivery by Mike Phipps or she can pick them up during her lunch.


Description:
I stopped by to drop off the holiday premium for Christine Whicker.  Christine was not available, she was tied up on the phone.  I left the clock and my business card and asked that Christine call me if she is in need of supplies or has any questions.


Description:
Called Christine Whicker to discuss her ACH situation. They do offer direct deposit through ACH now but they still do their payroll processing in-house. She will be glad to meet with Kim Davis of ADP to see what is being offered. I also verified the number of employees. Currently 61 plus 2 part time employees.


Description:
Visited with Jan Fulp when she attended our SEG Luncheon. Christine Whicker was unable to attend because of illness. I will deliver a beach towel to her at a later date.


Description:
left message on voice mail, will follow up in two days-cp


Description:
have left several messages and no response - cp


Description:
Received a telephone call from Mr. Lake who said that some of his employees wanted to join AFCU. I offered to deliver a package of materials and to provide a customized survey but he said that would be premature since he was not sure how his company would benefit. I explained in detail how credit unions operate and the reason we are non-profit. He said that I was altruistic and that we really do make a profit. "What do you do with it?" I explained that, our volunteer board, and told him about the services of SPG. He asked a lot of payroll questions and said that they do provide payroll deduction and direct deposit.
I did not feel comfortable talking with Mr. Lake. He challenged every answer to every question. I suggested that he view our website to get all the details about how things work. He does not want a package mailed to him. If this company decides to affiliate, I think he will not be receptive to working with us.


Description:
I left a message with Mark Mason the GM of this car dealership to return my call.  The receptionist was very enthusiastic.  She was glad because we are close by.  Also, when they were incorporated as Volvo of Winston Salem-they were members of Choice CU.


Description:
mailed packet 12-10-03 to Susan Volpi, Union, NJ .


Description:
scheduled to go to the clemmons ymca on 12/22/03 from 5-7 pm


Description:
called terri cheek to set up enrollment - she said to call back in January because right now they are extremely busy.  I plan to call back around the 19th.


Description:
scheduled to go to davie construction on 1/16/04 @ 10:30


Description:
left message for donald to call me back about an enrollment since clemmons office is opening very soon


Description:
new contact name is darryl stallard - we are scheduled to go out on 1/14/04 @ 2:00  this location is about 5 minutes from the clemmons branch


Description:
scheduled for enrollment directly following staff meeting on january 27th 2004


Description:
Met with Tracy Meroney. She used to work as the chairperson for the forsyth hospital foundation. She has now gone to work for Lentz as a relocation consultant. She told me that my contact person is going to be Eric. He is the CFO, but he handles HR and benefits. She is going to give him my card and tell him about us. She said that many of the employees are members of Allegacy already and they are excited about us opening up the branch.


Description:
Held enrollment from 8am-2pm. 3 new members, 3 checking, 5 P/R, 4 direct deposits, 2 holiday clubs, 1 loan, 2 ATM.


Description:
contacted John to see if he is interested in offering credit union benefit to staff. I explained process. He was interested, asked me to mail him the information.


Description:
called to follow up with John. He said they do want to affiliate but he needs to catch up with the owner, Jimmy. He asked me contact him at the first of the year.


Description:
During the month of November and December, Gener, Sandra and myself did numerous educational classes to Temporary Resources employees since they will mandate Direct Deposit as of 01/9/04.


Description:
I called to follow up with Dean and Barney. They told me that they will contact me late February.


Description:
I emailed Barney and Dean just to wish them happy holidays and express our interest in serving them for 2004.

On December 22, I mailed a packet to Joseph Pike just to let him know we are in contact with the company and interested in partnering with them.


Description:
I met with Judy Johnson to bring her up to date on our products and services, especially CUABS, the certificate special and mortgages. She advised that Consumer Credit Counseling is opening the Center for Homeownership.  It is a joint effort between Forsyth County and City, the WS Housing Neighborhood Association, the CCC, lenders, Habitat, etc.  Phyliis Caldwell will contact Boris Elder re: any opportunity he may want to explore with this new endeavor. 

Regarding a membership enrollment, Judy plans to schedule a lunch and learn session for AFCU.  The employees could bring their lunch and listen to our presentation.  I will be following up with her on this.  I left a new affiliate package with her and also a membership packet.-KM


Description:
I confirmed with Judy Johnson a date of April 9th at 12:45 until 2:00 for the lunch and learn session. We will have a drawing for a certificate to a restaurant and furnish a fruit/cookie tray.-KM

Also, she did say that Boris Elder of AFCU Mortgage had contacted their representative about the homeownership center.


Description:
Frances Campbell and I held an enrollment session for CCC today.  11 people attended the session-5 joined and 3 were already members. Kathy Barnes on their staff shared information with us regarding their Senior Financial Care Program.  This program allows  the CCC to provide a service to senior citizens to assist them with payment of their bills, budgeting, reverse mortgages and money management skills.  They also are opening the Center for Homeownership in which AFCU will take part.  The winner of the $10.00 gift certificate was Judy Johnson.-KM


Description:
Karen and I conducted an information and enrollment session for the staff. We saw a total of eleven employees, three of whom are currently members and five completed new membership applications while we were there.  We also received one request for a 3 for 2 Certificate and and Eagle Plus checking account.  

Premiums:  Drawing for a $10.00 gift certificate to Lucky 32, pens, popcorn, and Post It Notes.  We also took a small cookie tray from Food Lion ,


Description:
Received a call from Peter Laroche who is the new President/CEO, replacing Pam Gagner. Pam left the agency in June, 2002 and Mr. Laroche came in Oct. 2002. He is a member of State Employees CU but said that he would like to join AFCU also. Regina Smith is working at AFCU today and he requested that I give her a package for him to enroll. I also told him that I would give him packages to have on hand for any new hires. I suggested and enrollment and he said that Regina would coordinate that event, perhaps in a May timeframe.


Description:
Left a message with Peter that Ed Roach had suggested that AFCU attend their May 14 or June 12 meeting. Asked that he call back with his preference.


Description:
Received a message that June 12 would be a good time for an enrollment session to be held from 1:00 until 2:30 pm.


Description:
Visited with Peter Larouche who has not been with this company very long. I am scheduled to attend their staff meeting on June 12.


Description:
Planned an event to speak with their employees at their regular monthly meeting. Was given a time of 1:00 until 2:30 pm. Saw about 28 people but was only given 8 minutes to speak with the group. Discussed family membership/web services/auto buying service and applying for loans. Their next speaker showed up and they said that was all the time they could give me today. I held a drawing for 2 Walmart gift cards and left pens, packets, and popcorn. Judy verified their employee listing while I was there. It seemed that at least 1/2 of their employees are AFCU members.


Description:
I called Cissy to schedule a time for an employee signup.  She referred me to Betsy Shaw who is in charge of scheduling these types of events.  The employee signup is scheduled for Thursday, October 12th from 2-5 p.m.  The employees are paid on Thursday and this is a good time to be onsite. will create posters and mail to Betsy to announce the signup.


Description:
I mailed a letter and posters announcing our upcoming visit.


Description:
I called Cissy to verify that two people would be sufficient for the employee signup.  She stated that should be enough.  The employees will be coming in during that time and picking up their paychecks.


Description:
Cathy and I conducted an employee signup for the staff.  We received 13 completed membership applications  We saw 27 employees five of whom were already members of the credit union.    

A neat event also taking place was they were conducting a voter registration.


Description:
participated with frances on sign up saw 27 and 5 were members and brought back 12 applications - cp


Description:
I mailed the holiday premium and greeting card to this sponsor company.-KM


Description:
I received the sponsor company survey via fax and updated the system with the information.


Description:
I talked with Paul Parker today.  He had received our package and forwarded it to the controller who is now on maternity leave.  He asked that I send another package to the HR Manager, Tammy Watson. He and the CEO and Tammy will decide whether to pursue this offer. The fact that we do not have a branch nearby is a major concern of Paul's.  I stressed free on-line banking, our 800 line, call center, etc.  I offered to meet with them after they receive the package to present our products and services.-KM


Description:
I left a message for Tammy Watson to call me back re: Gildan affiliating with AFCU.-KM


Description:
4/18/00 Mailed packet to Dennis Fritts. Will follow up in 2 weeks.-KM
6/5/00 I checked with Dennis Fritts.  He has the package at home and hasn't reviewed it.  He will do so & I will check back with him.-KM


Description:
7/10/00 Dennis Fritts said they do not wish to join.-KM


Description:
4/18/00 I mailed a packet to Conrad Fritts.  Will follow up in 2 weeks.-KM
6/7/00 I talked with Conrad Fritts.  Mark Stevens is his brother-in-law.  He said that he will review the package and I plan to call him in a few weeks.-KM


Description:
7/10/00 Conrad said his staff is out a lot since vacation time is here.  He had not made a decision yet.  His manager will be back next week.  I will check back then.  I offered to assist with the letter of request to join RCFCU.-KM


Description:
8/18/00 No reply received.  I am noting this as a lost account.-KM


Description:
4/18/00 I first talked with a lady named Margie at the Reidsville office.  She transferred me to the Greensboro Headquarters.  I then spoke with Angie Cash in the Human Resources department.  She said that she would be happy to forward information to the decision making parties.  She said that they would need to review this information prior to meeting with us.  I had advised her that we had several members who had contacted us and asked if Unifi could join our CU.  Package will go out Wed. 4/19 and I will follow up in 2 weeks. Will need to update SEG rep, and their title.KM


Description:
Patty Clark called for karend and then called me with questions about RCFCU.  Unify is looking to join a credit union and is in the process of comparing credit union.  They have 2300 employees in madison, 1500 in yadkinville, and 300 in greensboro.  Her main concern was branching and atms.  She asked if we would put an atm in a plant.  I ckecked with darryl and he said we would consider madison outside the plant because of other compaines,  I have called patty back and have yet to here from her. - cp


Description:
called patty clark and she said she has not finished reviewing the information and she will get back in touch - cp


Description:
7/19/00 Patti Clark of UNIFI returned my call.  She stated that she had talked with Cathy Powell 4 to 6 weeks ago. They do have the selection of a CU as a project.  However, it has been pushed aside because they are in the middle of the fiscal year end. They will likely be working on the selection of a CU within the next month.  She thanked me for our interest in UNIFI.-KM


Description:
Angie Cash said that they went with PACU as of the first of the year.  She was not in on the decision making so she does not know what they based their decision on. We had followed up with them many times and they made it clear that they would advise us of the decision and they were not keen on the follow up.-KM


Description:
4/19/00 Met with the office manager, Angela J. Kalamaras.  Left a packet with her.  Will follow up in 2 weeks.-KM
6/5/00 I left a voice mail for Angela to call back.-KM


Description:
7/6/00 I left another voice mail for Angela Kalamaras to call me.-KM


Description:
10/3/00 Angela asked that we furnish surveys for the staff meeting to be held this Friday.-KM


Description:
10/3/00 I delivered surveys to this firm.-KM


Description:
10/23/00 I left a v. mail for Angela to call me re: the status of the firm's decision.-KM


Description:
12/4/00 Angela Kalamaras called last week while we were in Atlanta.  She said only 3 people want to join.  Would this be enough?  I discussed this with Carol Knouse as we would prefer a greater degree of participation.  She advised going ahead and pursuing this group.  I faxed a sample letter of request to join to Angela this morning. I explained that the letter would be forwarded to NCUA and then back to our board.  Hopefully, they will be approved by January 2001.-KM


Description:
Karen and I conducted an employee signup and information session for the staff.


Description:
Talkedwith Robin and they do not have a credit union and asked that I send information. - cp


Description:
talked to robin today.  She briefly revied and handed the packet to the president to review.  She asked me to get with her the 1st of August to follow up - cp


Description:
I talked with Joe Hennigan, the Director of the Davie Family YMCA and asked to do a presentation to his staff.  He stated that he has a staff meeting every other Monday at 1:30 p.m.  The next meeting is Monday, February 19th.  I will attend the meeting and will take a fruit tray.  I emailed a copy of the poster for him to post in areas for all employees to see.


Description:
I called Karen Shermer to get a clear understanding of exactlyl how payroll works at the YMCA.  She was not available, I left my name and number and a request for her to return my call.

Karen returned my call and explained that employees have the option of either direct deposit or receiving a manual check.  The Y prefers that employees use direct deposit.  The employees who make use of direct deposit have the option of having money taken out as a deduction to AFCU.


Description:
I conducted an information and signup session for the staff of the Davie Family YMCA.  There were nine employees present.  Four of the nine employees are already members of the credit union.  There were many questions asked regarding checking, financial planning and savings accounts.  I also explained the reciprocal agreement that is in existence among credit unions in this area.  I reminded them of the atm machine that is in place at the Willow Oaks Shopping Center.


Description:
I called the Central YMCA and talked with Jerry Herman.  He stated that he has over 250 employees and only has the department heads in for bi-monthly staff meetings.  Karen Harbin who is his administrative assistant talks with new employees about credit union membership.  Karen and I will meet on Tuesday, February 27th to talk about the credit union and how she can most effectively get this information to the employees.  Jerry did state that he is a member of Allegacy Federal Credit Union.


Description:
I called the Winston Lake YMCA and talked briefly with Maurice Horsey who transferred me to Nikita Wallace.  They are reluctant to have an all staff meeting but are willing to listen to information about the credit union.   I will meet with Maurice Horsey and Nikita Wallace on Tuesday, February 27th at 12:00 noon.  There are 80 employees at the Winston Lake Branch and staff meetings are held for the management employees.  They are trying to arrange a meeting on a Saturday for all employees to attend.  She stated that it may be possible to make a presentation at this meeting.  No date has been set at this time.


Description:
I met with Karen Harbin (Vickie Harbin's sister-in-law) at the Central Branch of the YMCA.  Karen is the Administrative Assistant to the Executive Director.  We went through the new packet and I told her about the services that we offer and encouraged her to share this information with new employees.  I also answered questions that she had regarding services that are available through the credit union.  Karen is a member of the credit union and when asked stated that she has no complaints about our people or the service that we provide.


Description:
I met with Nikita Wallace at the Winston Lake Branch of the YMCA.  Nikita is the Administrative Assistant to the Executive Director, Maurice Horsey.  Nikita is a member of the credit union and has her children enrolled in the Blastoff Club.  I went through a new member packet with Nikita and explained the key points that are important for a new employee who is interested in becoming a member of the credit union.  I answered questions about the credit union and the services that we provide.  I informed her that if she has further questions or needs additional packets to please give me a call.


Description:
I received the sponsor company survey that was faxed to our office.  I updated the system with the information.


Description:
I called the West Forsyth Office to talk with the Assistant Executive Director, Lynn Bueter.  I told Lynn that I would like to come out and meet with her or The Executive Director, Dana Marske to sit down with either or both of them and to go over the membership packet.  Lynn stated that she would like for the entire staff to hear the message and that all of the full-time staff would be in a meeting on Monday, April 3rd at 9:00 a.m.  I told her that I would bring doughnuts for the staff.  I also told her that I would make posters for her to place on bulletin boards throughout the building.


Description:
I called to talk with Ann Crutchfield the Administrative Assistant at the Kernersville Branch of the YMCA.  I explained that I would like to come out and go over the new member packet.  I left a message on her voicemail.


Description:
I called the Wilkes YMCA and talked with Barbara Anderson.  I explained to Barbara that I would like to come out and go over the new membership packet with her.  We scheduled a time and date for Monday, March 26th at 3:00 p.m.


Description:
I called the Stokes YMCA to talk with Ellen McIntosh.  I explained to Ellen that I would like to come out and discuss with her the new member packet and to inform her of the benefit of membership in AFCU.  We have scheduled a date and time for Friday, March 23rd at 10:30 a.m.


Description:
I called Community Outreach to talk with Jamie Post to request an opportunity to sit down with her and to go over the membership packet and the benefits to the employees by becoming a member of the credit union.  Jamie and I scheduled a time and date for Monday, March 19th at 10:30 a.m.  Jamie recently moved her account(s) to AFCU.


Description:
I talked with Ann Crutchfield of the Kernersville Branch of the YMCA.  I explained that I would like to come out and talk with the staff about the benefit of the credit union.  She suggested that I attend their weekly staff meeting that is held every Wednesday morning at 9:30.  I told her that I would attend the meeting scheduled for Wednesday, March 28th.  I told her that I would bring doughnuts.


Description:
I went to meet with Jamie Post to talk and go over the new membership packet.  Jamie had an interest in our mortgage products and I gave her the Boris' name and the phone number to the Call Center.  She is in the market to purchase a new home and is especially interested in the Affordable Housing Seminars that are held monthly.


Description:
I delivered the posters announcing the information and re-enrollment session scheduled for Wednesday, March 28th at 9:30 a.m.  Lynn Beuter was out of the office until Friday, March 23rd.


Description:
I met with Ellen McIntosh of the Stokes Familty YMCA.  Ellen and I went over the new member packet and she was very interested in the services that we have available to the membership.  She is the child of an RJR employee and has just recently opened her own share account with AFCU.  On Saturday, April 7th they will have their Annual Healthy Kid Day from 9:00 a.m. to 12:00 noon.  Afterwards, there will be an underwater Easter Egg Hunt in the pool.  Ellen was very interested in having Max and Mo present during the Healthy Kid Day event.  I left 10 new member packets for her to distribute to employees.


Description:
I met with Barbara Anderson and Sarah who is one of the program directors and went over the new membership brochure and familiarized them with AFCU.  They were not aware that they were eligible for membership in the credit union until they received the notice from Karen Shermer informing them that I would be contacting them about an onsite visit.  They were just added to the Metro System in January of 1999.  They are in the process of having a new facility built on the opposite end of Hwy 268.  The old facility has already been bought by a church.  The staff that I met with stated that they will share the information with the other employees but were not encouraging due to the distance.  I did explain in great detail Web usage, toll free telephone access and atm access.


Description:
I attended the weekly staff meeting at the Kernersville Branch.  The meeting was attended by eleven employees and three of them are already members of the credit union.  I provided an information on the credit union and services that are available through the credit union.  The staff asked a lot of good questions and were particularly interested in the Safe Passage Group and Mortage Department.  I had asked Amanda Hoppers to attend this session with me but she was in Sales Training at the Training Department.


Description:
I talked with Ellen McIntosh and informed her that Troy Templeton will appear as Max and Mo at the Healthy Kid's Day Event o  Saturday, April 7th.  The event is scheduled from 9:00 a.m. to 12:00 noon to be followed by an underwater Easter Egg Hunt in the pool.


Description:
I conducted an information and re-enrollment session for the staff at the West Forsyth YMCA.  I saw seven employees and received completed membership applications from six of them.  I took two dozen Krispy Kreme doughnuts for the staff to share.


Description:
I returned a call to Mark Beuter from a message left on voicemail.  Mark stated that he is the Aquatics Director and would like for me to come out and talk with the staff about membership in AFCU.  I told him that I would be available to come out on Thursday, August 30.  He stated that he would like me to be there at 10:00 a.m.  He stated that I will see between 10 and 15 employees.


Description:
09/18/00 I accompanied Carol Knouse on a sales call to this company.-KM


Description:
Called Becky McCann. She has been out of town on business and has not looked at pkg. Asked that I call her back in 1 week.


Description:
Spoke with Becky McCann. She will be in El Salvador next week and asked me to call her back on March 19th or 20th. She is very busy and getting ready to add a dental plan. The decisionmaker will be the CEO who will usually do whatever she recommends. She said I could make a presentation to her and she would pitch to him to see if he wants this.  Will followup in one month.


Description:
Talked with Becky McCann who will be going back to El Salvador  to deliver supplies to their employees there. About 600 of their employees lost their homes during the last earthquake. I told Becky I would call her back sometime in late May.


Description:
5/11/00 I called Lyndhurst Maplewood Ultrasound at 1830 S Hawthorne Rd, WS, NC 27103;Phone 768-3911. I was referred to their "other office", Piedmont Medical Research.  I spoke with Charlie Hauser.  He knows Ike Keener, Mike Knight, and Ella Holt.  He agreed to let me send him a SEG packet.  He thinks this will take time.  I advised him that since they use a 3rd party payroll administrator-it would take very little time.  I will follow up shortly.-KM


Description:
8/1/00 I left a v. mail for Charles Hauser to call me.-KM


Description:
8/2/00 Charles Hauser said they have gone to a new payroll system and joining the CU was not something that want to "tackle" now. I advised him that if they reconsider to call me.-KM


Description:
Spoke with Darren White who said that he asked their principal owner, Charles Hauser, if he would allow employees to affiliate with AFCU. Charles said that they have a lot of irons in the fire and that this was not something they needed to worry with. Darren said that Charles is close to CCB. I remember Charles from working at Novant. He is a practice manager for several doctor's offices and he has always been a controlling person. He does not allow his employees to make many decisions on their own. I will email a survey to Darren and see if Charles will allow him to process this. I asked Darren to get back in touch with me when Charles comes back into the office next week. Will followup.


Description:
Called for Darren White but he is out of the office all this week. Will call him then.


Description:
5/12/00 Will meet with Debbie Alford re: this office joining RCFCU.-KM
Did meet with Deb. Alford.  She indicated that she will send in the letter of request to join.-KM
5/17/00 Debra Alford will forward the letter to join RCFCU & asked that we drop off 15 packets for the employees.  Lifestages and brochures were delievered to this office 5/17.-KM


Description:
set up sign ups for 6/27 at 11:45 until 1:00 will bring fruit - cp


Description:
Did presentation for 9 people and 5 signed up.  Many checking and a lot of excitement for rcfcu. - cp


Description:
Tal;ked to debbie and we will be on site on 9/20 from 12-1. - cp


Description:
9/19/00 I went to Ardmore Family Practice to sign up employees in order to increase our participation.  One person signed up and another said that she went by the branch after the first sign-up and turned in her application. The one person that signed up said that they will have direct deposit within the next few weeks.-KM


Description:
Called Debbie and introduced myself. I asked her if she needed any supplies or if the staff had any questions that I could assist them with.


Description:
Spoke with Debbie about attending the SEG luncheon. She did not RSVP so she told me on the phone that she would be attending


Description:
Faxed information for employee handbook regarding credit union benefits. I also contacted Debbie to see about attending the summer sign-up session she discussed in her survey.


Description:
Called on Shannon Manring to discuss affiliation. She has been with the company for 2 years. This company is over 150 yrs. Old and has just experienced its 1st layoffs. They are down from 120 employees to 80. They hope to call workers back when they can get new contracts. Shannon said that their biggest competition is Brinks. She said that they provide the highest security which makes them more expensive than Brinks. She gave me the name of the payroll manager in Houston to call to check on the possibility of payroll deduction. Will follow up.


Description:
Called Shannon to let her know that I had met with Angie Mahaffey to discuss their payroll possibilities. Angie had spoken with Sherry Fluck in their Houston who told Angie that they would provide direct deposit but not payroll deduction. Angie said that she can run a monthly program to draft bank accounts for savings deposits, etc. We must use Loomis' direct deposit form. 
Shannon said that she would speak with her director and send in the letter.


Description:
Received a call from Shannon who said that she is working on the request letter. They will not offer payroll ded. But will offer direct deposit. Sherry in their Houston office and Angie Mahaffey have spoken about this. I advised Shannon how to word her request letter.


Description:
Called Shannon to schedule enrollments. She said they may need to be held in conjunction with their monthly manager's meeting. Three meetings are usually held: 1:30 pm for night shift/4:00 and 5:00 pm for 1st shift. She will check with others to see if that is best and will call me with available dates.


Description:
Talked with Shannon to establish a time for their enrollment. August 26 will be their next branch meeting. 3 sessions.


Description:
Planned and attended the initial enrollment event for their employees in 3 different sessions with the following results: Saw 34 people/8 new memberships/6 payroll deductions/3 checking/3 direct deposits.


Description:
Spoke with Maria Morrison at their local office. This company is a part of Lydall in Conn. In the past when I have spoken with Lydall, they have not allowed their employees to join a credit union unless this was a benefit for the entire company. Maria asked that I call Rae Holmes in Conn.and I will follow up.


Description:
Rae called me back and said that she will investigate whether the local group can participate.


Description:
Spoke with Rea Holmes at their corporate office who said that she had spoken with Marie at the local office and had told her that there is no corporate policy that prohibits their employees from affiliating with a credit union. I will contact Marie and seek affiliation.


Description:
Spoke with Maria who was rude and said that she was in process of hiring as many as 60 to 80 new people by year-end and that she did not have time to speak with me at all. I offered to take her to lunch and she said she ALWAYS worked thru lunch. She said that if they did this she would not want it until Dec. When their benefits year ended. She said we could talk in November. I told her that we would need to start earlier if we were to have their employees eligible by Dec. She said that if it was more work for her, she did not want to offer it. I will mail a package and hope that she takes the time to review it and give it some consideration.


Description:
Spoke with Rae who said that there is no corporate policy restricting their company from affiliating with a credit union. She had told Maria Morrison about this and told her to move ahead to affiliate if she wanted.


Description:
Mailed an Allegacy beach towell to Maria because of her hard work.


Description:
Mailed a quarterly newsletter to Maria and added this group to SEG MGR. Maria requested that we send her information to allow them to stay in touch with local happenings.


Description:
Received an email request from Maria that she wanted more information on ScoreCard. Mailed new brochures today.


Description:
Called Barbara Stolley after reading about this company in the W-S Journal. Barbara is a member of Sara Lee CU and is familiar with cu services. She will take a look at our package. Call her back in 2 weeks.


Description:
Left a message for Barbara.to call me relative to affiliation.


Description:
Spoke briefly with Barbara Stolle who said that she had received the package and the survey but had not reviewed it yet. I asked for a timeframe and she said 2 weeks. I will followup.


Description:
Left another message for Barbara. If she does not respond, will consider this as a Lost account.


Description:
Called Tondra Walker who still has the package from April, 2002. She said that Dr. Walker was interested and that she would complete the paperwork in a few days and get it in the mail to me. (She did not have the sample letter so I faxed one to her today.)


Description:
Left message for Tondra to call me. I faxed a sample letter 2 months ago at her request and I have not heard from her since.


Description:
Sent letter to T. Walker regarding affiliation. If she does not respond to this letter, consider as Lost.


Description:
Linda Milton assisted me in getting the correct person. Deborah Partridge is now the office manager, not Tondra Walker. Left message for Deborah to call me.


Description:
Received an email from Debra who said that she has surveyed their employees and most are already AFCU members and the others are happy with their current credit union. Thanked her for her efforts and asked that she stay in touch to let me know if things change.


Description:
Received a call from Alissa Long who wants to affiliate. Mailed package of information.


Description:
Received a call from Alissa Long. She did not receive the package I mailed in February but she still wants to affiliate. Mailed another package today.


Description:
Called Donna Pranke. Karen Morgan had dropped off a package of materials to her in June of 2002. At the time, Donna said that they were in the process of opening an office in Greensboro and that this was not a priority. She feels this is something they may do. I mailed another package of information today.


Description:
Called Donna who had a death in her family two weeks ago. She plans to speak with their administrator on Friday, May 16. If I do not hear from her, call her next week to see what they plan to do.


Description:
Left messge for Donna P. She does not typically call back but I held for approx. 10 minutes while she was on another line.


Description:
Donna called me back and said that she was in process of completing a survey of their staff to determine if there is enough interest in offering a credit union benefit. They are also looking at AFLAC and other programs. She feels that there is enough interest but will know in a few weeks and will call me back. She seems very nice and allowed me to "sell" to her.


Description:
Left a message for Donna to let her know of my pending retirement and that her company has an open invitation to affiliate with Allegacy.


Description:
We received a telephone call from Francesca Bass, a former employee thru Prudential, who has gone to work for this company. She asked that I mail an information package to their Controller, John Pamero. Package mailed today. She said that John had some reservations about offering payroll deduction. Plan to speak with him later about this.


Description:
Left a message with Fran to see if she would please speak with Mr. Pamero regarding affiliation. He has not returned my calls to him.


Description:
I have left numerous messges for Mr. Pamera and he has not returned a single call. Mark as a Lost account.


Description:
Dave Solomon left a message that this was a new lead. This company hired a new employee who is an AFCU member and told Mr. Picha that if they affiliated with AFCU they would get a discount on their health insurance. That is not the case so Mr. Picha said he was not sure they want to do this. I mailed a package of information and enclosed a sample survey for him to use to see how his employees feel about this. Will followup.


Description:
Left another message to let David know that I was going to assume that he was not interested in affiliation since he had not returned my calls.
Mark as Lost on moneh-end report.


Description:
DELETED 5/7/2003
call and follow up with packet information with Betsy.


Description:
Met With Tim Jeffries. His son, Joey is on my son's baseball team and was last year too. We have talked in detail about offering Allegacy to his employees. Last summer he told me that the reason he does not want to do this is because it is a conflict of interest for his banking relationships with dealer financing and loans. I let it go last year. This year he told me that Truliant called him to see if he would join their credit union. He said " If I go with any credit union, it will be Allegacy."

This day he struck up a conversation again about the credit union. He said that one of his employees stated that she met with two employees from Allegacy and they said that they know Tim. I told him it was Melody and Cathy and that Cathy's daughter is in his daughter's class at Calvary. He asked me questions about what is involved with having a credit union. I told him as an employer, he would need to offer payroll deduction for the staff. I also said that at least one time per year, we would visit the locations and held information sessions for the employees.

I questioned his comments about hurting his banking relationships. I asked him to educate me on how it works. He said that the bank offers a "kickback" for each loan that is made by indirect lending through the dealership. He said this contributes to his bottom line quite significantly. He also said the bank looks at the number or employees that are banking with them. They use this information to factor in consideration for making loans when new dealerships become available. 

I told him to think about how this benefit would really help his employees. They would save on fees and interest rates. I also told him that we already have several dealerships in our field of membership and it doesn't appear to be hurting their banking relationship. He asked which ones. I told him about All American Ford and Regal Ford and North Point Jeep. I then asked about surveying his employees. He said not this year because he is in the process of integrating all of the dealerships into one payroll. This would be better for Allegacy too if they are all on one payroll.  I have made a note to followup with him.


Description:
Received a call from Hoyt Beard, RJR, who asked me to call his brother-in-law, Dick Joyce at Joyce Brothers to discuss affiliation. He said to mention his name to Mr. Joyce.


Description:
Called and spoke to Mr. Dick Joyce. Mentioned that Hoyt Beard had asked me to call him.  He said they had considered once before but that it was not a prority. He may look at this in late October or early November. I suggested sending him an up-to-date package. He said okay and that we could meet later.
Will followup


Description:
I met with Suzy Hutchens, the office manger.  She will be relocating to Asheville.  For now, she advises that we communicate with her.  She said that Dr. Patti is on the board at First Citizens Bank.  Also, four of the staff do not have a checking account.  She seems in favor of joining.  I will follow up with her in two weeks.-KM


Description:
I conducted an information and enrollment session for the employees.  There were ten employees present and two completed membership applications.  I received two family member applications also.  I obtained the name of an employee who is currently an AFCU member.  I took a cookie tray from the Fresh Market.  

Suzy Hutchens, the office manager, has stated that she would like to enforce mandatory direct deposit for all employees.  Two of the doctors have refused to use direct deposit.


Description:
I called to talk with Connie.  I was told that she is in the Mt. Airy office today.  I stated that I would call back on 11-27-01.


Description:
I called and was able to talk with Suzy Hutchens to ask if it would be possible to schedule a re-enrollment for the staff.  She stated that Tuesdays are the best days and that Tuesday,  December 11th would not be good and Tuesday, December 18th is their office Christmas Party.  She will check her calendar and will get back to me with a date during the first few weeks of January.


Description:
I stopped in to deliver the holiday preimum and to talk with Suzy Hutchens.  Suzy was unavailable.  I was told that she was covered over with work and that she could not come out and talk with me.  I was also told that she and the receptionist, Kathy Carter.


Description:
Received a letter stating that Dr. Patti has retired and that the new name of this company is Drs. Bailey & Peoples, P.A. Their SEG Rep has also changed from Suzy Hutchens to Christy Hutchens (no relation). I called Christy and gave her information relative to the time period required to make a name change. I will call her is late spring to schedule an enrollment. She said that they have a new doctor, Dr. Mark A. Oghalai, DDS. Christy wants to be notified when the change is approved.


Description:
Sent a note to Christy Hutchens to let you know that this company's name has been changed in our records. Approved by NCUA and AFCU board at their Feb. 18 meeting. Requested that she call me to schedule an enrollment for her employees.


Description:
I met with Carl Sawyer.  He wanted to survey his staff.  I e-mailed a survey, the factors to consider, and a thank you to him.  I will follow up next week.-KM


Description:
I spoke with Carl.  He indicated that there was a lot of interest.  I took it that they will proceed.  I e-mailed him a sample letter. I reviewed the process with re: NCUA & oru board's approval.-KM


Description:
I left a voice mail for Carl Sawyer to call me re: joining  AFCU.-KM


Description:
Frances Campbell and I talked with Carl Sawyer.  The business has relocated to Maplewood Ave. FC will handle the sign-up on Thursday 8/30.-KM


Description:
I conducted an enrollment and information session for the employees.  I saw six employees and received six completed new membership applications.  There is one employee, Amy West who is already a member.  I have recoded her account.  I held a drawing for a $25 WalMart fivt card, the winner was Christi Clayton.


Description:
I delivered the holiday premium for  Mr. Sawyer.  He was on the phone and I could not talk to him.  This is not a qualified visit.-KM


Description:
I talked with Carl Sawyer by phone today.  I thanked him for the business that his company brings to AFCU.  I advised him about the CUABS, etc. and encouraged him to attend the sponsor luncheon.-KM


Description:
I called to talk with Carl Sawyer to schedule a re-enrollment for the group.  The re-enrollment is scheduled for Thursday, May 30th at 1:00 p.m.


Description:
I sent an email to Carl with a poster announcing the visit on Thursday, May 30th.


Description:
Donna Hennessey and I conducted an enrollment and information session for the staff from 7:00 a.m. to 9:00 a.m.  We saw 28 employees and 15 of them are now AFCU members.


Description:
Carol, Donna, and I conducted an information and enrollment session for the staff from 2:00 to 4:00 p.m.  We saw thirty eight employees and 21 of them are now AFCU members.


Description:
Alesia, Carol, Molly and I conducted an information and enrollment session for the staff.  We saw 62 employees and received 28 completed new membership applications.

We provided cookies from WalMart and conducted a drawing for a $25.00 WalMart gift card.


Description:
Received request letter and submitted to NCUA.


Description:
Received notice of approval by NCUA. Called Mr. DiBartolo to let him know of approval. He had wanted to meet the July board meeting deadline but approval was not received by Friday, July 13. (He wants to refinance his mortgage). Also notified P. Payne that I had notified him of approval.


Description:
I mailed 50 new membership packets to the attention of Anglea Eiring per Cathy Pace.


Description:
Joan Black and I visited the Chicago office of The Segal Co.  They have just merged with a company located in their same building called Sibson.  They will go by the name of The Segal Company going forward.  We met with 35 employees and received 16 new memberships.  These applications were taken to the AFCU call center.  We had one new member submit a loan application that we faxed to the call center while we were in Chicago in order to expedite processing.  Another new member opened a money market with $25,000.00.  We did receive some multiple accounts, i.e. checking, etc.  Mostly, they are interested in our car loan rates, equity lines and there were a few inquiries about mortgages. Sue McCowan is the SEG representative for this group.  She was extremely helpful and she did open a membership.  2 gift certificates were given away.  Each was for $50.00 fo the Cheesecake Factory. I followed up with a thank you note and gift to Sue.  I am handling John Gingell's children's accounts.  These were not included  in the original count.  Mr. Gingell is their "head of office" per Sue McCowan. I asked Sue whether they had an HR manual.  She said that they do and I advised her that we would like to have some literature from AFCU included in their manual as well as a mailing to staff.  I do think this request needs to be directed to Mr. DiBartolo. I think we should ask if they have an intranet and encourage them to set up a link to our web site.  I will check with Cathy Pace on these items.-KM


Description:
Mailed 50 packets of information and paper clip holders in advance of Cathy Pace's visit during the 1st week of June, 2002.


Description:
Napoleon Richardson and I held an enrollment session for this SEG. We furnished a cookie tray and held a drawing for a $50.00 gift certificate to Petterino's-a restaurant in the local theater district. We opened two new accounts. We received payroll deduction forms for increases and opened a holiday club.  We spent a lot of time talking with two employees about mortgages.  We also promoted our car loans.-KM


Description:
Materials were shipped to The Segal Company for the upcoming enrollment.-KM


Description:
Received a call from Michelle Kenney in Call Center. An employee from Chicago want so join AFCU and she verified that he was eligible. She also said that employment verification must be done via a letter. She gave me the name of the new contact person, Ysa Bogle.


Description:
Mailed materials and premiums for sign-up scheduled on May 7, 2003.


Description:
Attended sign-up with Irene. We saw 20 individuals. 10 new memberships The majority of the other 10 were already members.


Description:
On behalf of Irene Cafiero. Irene visited the company on 05/07/2003. 17 employees showed up. She gave out 12 membership packets and 4 payroll deduction forms. One membership was open.


Description:
As per Irene's request, I have sent a box of Mail Transaction Envelopes to Angela Eiring.


Description:
Left a message to Rick on 08/27/03 requesting a sign - up appt for the week of Oct. 16th


Description:
Angela Eiring called back. We have scheduled a sign up for Oct. 15 2003 9:00-12:00.
Her number is 212-251-5221


Description:
Coordinated lunch with Rick and Ike for Oct. 2nd 2003


Description:
Mailed premiums for sign-up on 10/15:
30 Membership Packets
30 Chapsticks
30 Ice Scrapers
30 Pens
11 Safe Passage
Visa, loanliner, direct deposit, membership, account change, and payroll deduction form


Description:
E-mailed Angela Eiring a flyer to post and send through e-mail to employees regarding sign-up. Angela's E-mail address is:
aeiring@segalco.com


Description:
I delivered 50 new membership packets to the office for Karen Fritts to pick up..


Description:
I talked with Kim Dick who is the person who acutally provides the new employees with all of their benefit information.  She will be calling periodically to request new member packets.  Karen Fritts is the Trainer and she uses packets the packets when the new employees forget to take them to orientation.  Kim's number is:  336-731-6391, ext. 5286.


Description:
I returned a phone call to Steven Ellis who had left a message on Carol's voice mail.  He was not available.  I left a message.


Description:
I talked with Kim Dick who requested 50 new membership packets.


Description:
I delivered 50 new membership packets to the receptionist.  I left my business card and DW brochures.


Description:
Ron George and I stopped in to see Conrad Kunkel.  We were able to see Conrad and to personally give him the holiday premium.  Conrad commented on the luncheon and on the credit union as a whole.  He seems with the service that they are receiving.


Description:
I created a letter that is addressed to Mike Walker informing him of the fact that credit union membership will continue to be available to the employees affected by the layoff as long as they join the credit union while they are still active employees.  I also asked for the opportunity to come out and have information and signup session for the staff.


Description:
I returned a call to Kim Dick who had some questions that she wanted addressed.  Kim was asking if we have a poster with our new name that she could place in high traffic areas for employees to see.  She also requested additional copies of the Keeping Our Promise Brochure and The Questions About the Credit Union's Name Change.  Kim had in hand a membership application and check for an employee who is relocating from California.  I asked her to send it to my attention and I would see that it is added to our system.


Description:
I mailed 20 copies of the Keeping Our Promise brochure and  Answers to Questions About the Credit Union's Name Change.


Description:
I returned a call to Kim Dick who informed me of an Associate Appreciation Day that will be held on Friday, March 9th from 10 a.m. to 1:00 p.m.  Kim stated that this will be an opportunity for promote and obtain new business.  She has opened the door to benefits providers and vendors.  We wiil be able to set up a table to display our literature and any promotional items that we would like to take with us.  She requested that we donate an item to the company for the company wide drawing, this would give us the status of being a showcase sponsor.  We will also have a drawing at our table for those who wish to enter.  Karen stated that she will attend the event with me.


Description:
I called Kim Dick to inform her that we will participate as a Showcase Sponsor in the all employee drawing.  We will provide a $50 gift certificate from the Village Tavern.


Description:
Karen and I attended the Associate Appreciation Day held for the employees at the Welcome location.  We handed out 48 packets and saw between 150 and 200 employees, many of whom were already members of the credit union.   AFCU contributed a gift certificate in the amount of $50 from The Village Tavern for the all employee drawing.  Randy Turner who is the director of Corporate Training and Development asked about having an atm machine installed in their new office location at the former Stroh's Brewery building.  I gave Randy's business card to Anne Morgan for follow-up.


Description:
I assisted Frances Campbell with a sign-up session.  Please see her preceding notes for details.-KM


Description:
I talked with Judy Haige who is the HR Manager.  She will be attending the luncheon and has stated that she will now be the primary contact for mailings and other information on the group.  Judy's number is 336-731-6391 ext. 2305.


Description:
According to a news article in the The Dispatch the company currently employs 260 people.  There are 190 in Welcome, and 30 in Winston Salem.  The remainder are at distribution centers in Texas, Iowa, California, and London.  A layoff of 40 people took place in January, 2001.

The article stated that the company has decided to delay the move into the Stroh's location due to a downturn in the telecommunications industry.  Many of the companies with which they have contracts have gone out of business.


Description:
Received a call from Kim who requested 25 new member packets. Some are for new hirs. She confirmed the delay in their move to Strohs old location and also asked questions regarding their out of town group. I advised that I had mailed packages to all locations last year. She will mail information to remind them about the service.


Description:
Conrad Kunkle left employment in Oct. Laid off over 100 employees.Now have 150 employees. Move to old Stohs Building has been cancelled. Met with Belinda Mullens (formerly Belinda Lackey, high school friend of Kim Knouse). Company not planning an event where we could be invited. If business improves, may do something later. Concentrating on business.Delivered Holiday Premium.


Description:
Reiceived employee listing from Walker. (Names only/no social or addresses). Matched as best as possible with Focus. Updated Member type codes, etc.


Description:
Left message on voice mail for charlie. Cp


Description:
I had called this company in the fall of 2000.  Mr. Coker was out on medical leave. He wants to review the package of information first.  He seemed agreeable to having lunch later to discuss the details.  I will definitely need Angie Mehaffey or Brooke Walsworth to accompany me and for his payroll rep to be there too.  He is not receptive overall.-KM


Description:
I left a message for Charles Coker and the company's payroll rep to have lunch with me ( and Support Services). When he returns the call, I will arrange the lunch.-KM


Description:
The person who answered the phone, Adrian said that Pam & Mike Adams have relocated to Tennessee and are growing the business there.  There are still 11 employees locally.-KM


Description:
8/10/00 I met with Caye Wagg.  She prefers to survey the staff.  I mailed a follow up letter and surveys to her 8/14.-KM


Description:
10/3/00 I talked with Caye Wagg.  She said that there was not enough interest from their staff. I advised her that if they feel differently in the future to please call me.-KM


Description:
have left several messages and no response, moving to lost file. - cp


Description:
08/17/00 I met with Jody Moore.  He was receptive to joining RCFCU.  However, his co-worker was not.  They use an accounting firm to administer their payroll, taxes, etc.  They are not interested in paying the accounting firm to administer payroll deduction.  I do not feel that they will join.-KM


Description:
I called back and asked for another appointment.  I have one for 2/12 with one of the owners, Phillip Kelley.  He is the husband of the company president, Janette Kelley.  The big obstacle is money. They do not want to pay the accounting firm for any additional service.  I am taking a rep from Support Services, Angie Mehaffey or Brooke Walsworth to handle any concerns about payroll deduction.-KM


Description:
Brooke Walsworth and I met with Jeanette and Phillip Kelley. Phillip is very concerned about giving us the opportunity to "solicit" business when it is not allowed for any other group. He is particularly concerned about any idea that a union could form. He does not want us coming to the building for a sign-up session at all.  He seemed willing to allow the membership apps and payroll forms to be posted.  Brooke explained the e-file format to them re: payroll deduction. They have an accounting firm that they assume will charge them to handle the payroll deduction part.  I discussed this with Carol Knouse.  I called back and advised Jenette that we would truly like to serve their employees and we believe that in order to do this well, we would need to hold a sign up session, etc.  She did not sound accpting of this.  I will check with them next week.  It was a likely closed sale.  Because they will not allow us to market to them, it will likely be a lost sale.  I mailed a survey to them and a follow up note.-KM


Description:
Discussion with C. Pace and Donna Hennessey regarding our reception at this company. Donna is questioning whether we continue to provide business to this company. It was suggested that we continue with them as long as they are competitive. Otherwise, drop this account as lost unless something changes in their approach to our marketing plan.


Description:
Mailed packet of information to Mr. Murphy.  Will followup in about 3 weeks


Description:
Spoke with Hilda who will give Mr. Murphy a message to call me.  I explained the benefits of a credit union to her. She is not affiliated with a credit union.  Will followup. Would not give me the number of employees.


Description:
No response from company. Will not release information on # of employees. Consider as Lost


Description:
Talked to Mrs Kelly and she and Dr kelley as well as, her chirldren are members.  She sound receptive and has direct deposit with paychex.  She asked about forms to fill out and I said I would bring her the forms today. - cp


Description:
left information with mrs kelly and discussed the kernersville office opening.  They do have direct deposit. - cp


Description:
drpped off xmas gift for mrs kelly and to get factors to consider.  She was not in. - cp


Description:
I met with Jonelle Kelly today and obtained the "factors to consider".  I requested that she furnish a list of employees names & addresses for us.  She seemed like she would do this. I advised her that we would send a poster over regarding the sign-up on 2/28 to be held between 12:30 and 2 pm.  I also advised her that we would furnish a dessert tray that day.  I mentioned that Dr. Kelly may want to pay the $5.00 for those employees who are joining as it would encourage greater participation.  We will need to ask her on the 28th if they have decided to do this or not.  They use Paychex and do offer direct deposit but not payroll deduction. In addition to the 19 fulltime employees there are 4 parttime employees.  I advised her that they too would be eligible to join AFCU. I advised Jonelle Kelly of the location of our new Kernersville branch.-KM


Description:
MAILED REMINDER LETTER ABOUT NEW LOCATION IN K-VILLE.


Description:
Lisa periodically talks with members in the Whitaker Park lobby.  She asked if there was anything that could be done to service the needs of the staff and employees.  They stated that they could not think of anything.  The employees stated that they felt the credit union is a positive move for their small organization.  They are very pleased and happy with the service.  The Duggins staff commented that they like the customer service, and friendly staff.


Description:
Received a telephone call from Sharon Dagal at NCUA. She has a freedom of Information request on the expansion in Charlotte for Bell South telecommunications. I am required to send a copy of the sponsor company letter, internet application and membership criteria to NCUA for evaluation.


Description:
NCUA called and said that all paperwork is in order for Bell South. I was told by Sharon that she would be forwarding on to the atlanta office for review by the attorney.


Description:
Lisa Southard and I stopped in to deliver the holiday premium.  We were able to talk with Derek and Melanie (Administrative Assistant).  They both stated that everything is fine and that they do not need anything at this time.


Description:
Lisa and Frances delivered the holiday premium.  We were able to talk with Derek and Melanie.  They do not need any supplies at this time.


Description:
I called and talked with Tammy and she stated that no one from Duggins would be in attendance at the luncheon.  There is a scheduling conflict.


Description:
SPOKE TO CATHY SHE STATED THINGS ARE GOING WELL THAT AT THIS TIME THERE ARE NO SUPPLY NEEDS SHE THANKED ME FOR CALLING


Description:
TAMMY CALLED IN RE: REFI ON CAR LOAN WHILE IN CONVERSATION AGAIN I ASK HER IF I COULD BE AF ASSISTACE TO HER SHE REPLIED THAT THINGS WERE GOING GREAT AND SHE HAS BEEN CONTINUELY HAPPY WITH THE CREDIT UNION.


Description:
SPOKE TO TAMMY THEY ARE VERY PLEASE WITH ALL SERVICES AT THIS TIME THEY DO NOT HAVE ANY REQUEST.


Description:
I stopped by to deliver the holiday premium.  There were many cars in the parking lot but the door to the office was locked.  I peered in and did not see anyone although the lights were on.


Description:
I called Derek Duggins on my car phone as I could not locate his building. It is off Almoy Rd which runs off North Causeway.  Derek was not in the office but asked me to leave the holiday premium in the shop.  I talked with two of his staff members and told them about the CUABS.-KM


Description:
I called JoAnne Link to obtain the dimensions for the bulletin board that she requested.  I requested that she measure the space and let me know the dimensions.  I left my name and number on voice mail for her to return my call.  She is out of the office until Monday, June 26th.


Description:
Kelli Jackson of VISA and I delivered a holiday premium to this group.-KM


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

Joanne Link stated that she will be receptive to having an on-site Credit Union Day event.  She also stated that she would accommodate quarterly visits and that a representative can provide benefit information at new employee orientations.  This group of employees is included in the Novant new employee orientation.


Description:
Delivered Holiday premium to Susan. Joann Link off for day. They have our information posted on bulletin board. Impressed with new bldg. Her employees use CUService Center.  Verified number of employees.


Description:
I mailed a holiday premium to this practice.-KM


Description:
I stopped in to visit Susan Hartsoe.  Susan was available and she stated how much she enjoyed the sponsor company representative luncheon.  She also asked when we are going to get a branch in Kernersville.  She stated that she is not in need of any supplies at this time.  Susan thanked me for stopping by and checking on the staff.

Company:
Forsyth Pediatric Associates of Kernersville


Description:
Amanda Hoppers and I Kim Burton is the practice manager.  Susan Hartsoe is the site supervisor.  We left two premiums, one for each of them.  Kim requested packets to share with the staff.  The packets were mailed to Amanda at the Kernersville Branch so that Kim could pick them up and open her own accounts during the same trip.


Description:
called john to schedule enrollment left msg. He is also practice manager for kville family practice.


Description:
Went to Kville Peds to meet with staff. I attended a staff meeting. There was 13 employees present, 8 were members. I was given ten minutes to discuss product changes. I talked about the checking account promotion, VISA Rewards and the autobuying. I then fielded questions from the staff. I gave them badge holders, pens and popcorn. John then proceeded on with meeting, so I did not have an opportunity to sign up staff. After the meeting, the staff had patients to attend to. I left information in break room for staff to review and told them about new office opening up.


Description:
Kathy Alexander called to verify that Betty Cain will be able to attend the sponsor company representative luncheon.  Betty has a meeting that day and is trying to reschedule it so that she can attend the luncheon.


Description:
Betty Cain called to let me know that she will not be able to attend the luncheon.


Description:
Ron George and I stopped in to deliver the holiday premium.  Wendy Rierson is the new Practice Manager.


Description:
called Wendy, left message about scheduling an enrollment session. It has been three years since we visited the practice. Their office has moved from Kimel Park to Westgate.


Description:
JeanneTilley and I conducted a signup and held a drawing for $10.00 to be desposited into the winner's share account.  The winner was Dr. Passero.  We did take a fruit tray from the Fresh Market, it was very well received.  There were four new member packets distributed and 1 new membership brought back for Sandra Bowman, the Practice Manager and sponsor company rep.


Description:
I stopped in to visit John.  I was able to see him and we talked about the sponsor company luncheon.  He stated that all is going well and the office is extremely busy.  He did not need any supplies at this time.  He did state that the employees who are using our services appear to be satisfied with the service that they are receiving.  He thanked me for stopping in to check on the staff.


Description:
Amanda Hoppers and I delivered the holiday premium.  I was able to introduce Amanda to John Thacker and other members of the staff.  We were able to talk with other members of the staff and to inform them of the new Kernersville Branch.


Description:
Penny West and I conducted an employee information and signup for the staff.  There are 17 fulltime and 2 parttime employees at this office.  Dr. Kelly is an advocate of the credit union and stated that each employee should join the credit union.  The office closes from 1 p.m. to 2 p.m. daily for lunch and the staff left the building for lunch.  They were informed by Jonelle that Penny and I were there to inform them of the services available through the credit union.  We did talk with Dr. Kelly and Jonelle about the Safe Passage Group, they appeared to be very interested in having a plan created.  They stated that they would let us know when they would have time to sit down and schedule an appointment.  We took a cookie tray from Lowes for the staff.


Description:
MAILED POSTER TO ADVERTISE EXTENDED HOURS.


Description:
Frances and I dropped by to see John Thacker, Practice Manager, to let him know that Frances ws leaving AFCU and to see if he needed additional packets of information. He took about 12 packets, distributed some on-site, and said that he would make the other available. We were able to speak with several employees. No future enrollment dates were established.


Description:
called john about scheduling enrollment. Scheduled for July 22nd from 12-1. I will bring a dessert tray. He said to plan on 18 employees. Emailed poster announcing enrollment.


Description:
Held enrollment. I saw 15 employees, 6 were already members. Brought fruit tray. I was given the opportunity to alk for 10 minutes. The employees started to ask me alot of questions about the checking account promotion and the autobuying service. John told me he needed to move on with the staff meeting and they would go br the local f/c to signup.


Description:
I stopped in to visit Geneva Howell and was told that she retired in April.  The new practice manager is Ken Carden.  Ken is managing the Davie and Lewisville offices.  He is in the Davie office two day a week.  He was not in the office today.  I did leave a DW sunshade for him and my card with instructions if he needs anything he should call.


Description:
Mike Phipps and I dropped by to visit Dewie and to drop off Munchkins.  She is a great advocate of the credit union.  This office has 45 employees, 11 of whom are providers.  In August, the staff will increase by two additional providers.  I talked with Cindy Motsinger to find out why Dewie was not able to use her atm card to withdraw money.  It was discovered that she was trying to withdraw from checking and she only has savings with RCFCU.  Dewie's direct number is 336-719-6129.


Description:
Mike delivered the holiday premium.  He left is for Dewie.  She was not available, she was in a meeting.


Description:
Deborah Cave called to ask for payroll deduction forms and for a membership app and signature card for a holiday club.  I forwarded these items to her.-KM


Description:
Deborah Cave called and left a message on voicemail for her call to be returned, but she did not disclose the purpose of the call.  

I returned the call and was told that she works from 8 a.m. to l p.m.


Description:
I talked with Deborah Cave and she asked for membership applications, payroll deductions forms, and signature cards.  She stated that there are several employees who want to open holiday club accounts and the supplies that Karen sent were not enough.  I told her that I would send her ten of each item and that she can make copies of the forms as needed.


Description:
I stopped in to deliver the holiday premium for Dewie Douglas.  Dewie manages two offices and was at the other office today.  I left the gift and my business card along with instructions for Dewie to call if she has any questions or is in need of supplies.


Description:
Called to setup an enrollment . Scheduled for July 10th 8-8:30 am.


Description:
BW Held enrollment at site. Saw 27 employees, 13 were already members. Opened 5 new memebrships, 1 dd, 4p/r, 2 checking, 2 holiday clubs, 1 youth act and took 2 loan applications. Brought doughnuts- 4 dozen, pens, badge holders and popcorn.


Description:
Mike Phipps and I stopped by for a calling officer visit to see Cheryl Knight.  We were told that Terry Lanier is the new practice manager.  Terry was not in the office. We were able to talk with Tracy the receptionist.  We did leave doughnuts for the staff.


Description:
Mike delivered the holiday premium to Terry Lanier.


Description:
contacted Donna about enrollment for staff. Scheduled for July 29th at 11:30.


Description:
I talked with Kathy Alexander and she stated that Piedmont Medical Specialists have moved into shared space with Forsyth Internal Medicine.  Carmel Ritchie will be the contact for both groups.


Description:
Kathy called to make sure that Carmel Richie received the invitation to the sponsor company luncheon.


Description:
Spoke with Belinda Wilson about this company and Forsyth Internal Medicine having the same seg rep and being in the same location. We decided to leave separate since we are working on getting updated #s regarding how many people work in each Novant company. May combine at a later time.


Description:
I stopped by to visit Phyllis and to see how things were going.  She requested Novant membership packets that she can keep on file in her office and that can be distributed to new employees who join the practice.


Description:
I talked with Belinda Wilson at FMC she will send Phyllis Winfrey 25 new membership packets via Novant courier service.


Description:
Amanda Hoppers and I delivered the holiday premium for Phyllis Winfrey.  Phyllis has left the office to make the bank deposit.


Description:
I stopped by the office to deliver the holiday premium and to see if the staff needed new supplies or questions.  Phyllis is still the site manager and she is currently out on maternity leave.  She had son, Cameron who was born one month early.  She will return after the first of the year.


Description:
Frances and I dropped by to see Phyllis Windrey, Practice Manager. Phyllis was busy so we left packages along with my card to let her know to call me with questions.


Description:
Kathy Alexander called to verify that Lisa Yokely would be able to attend the sponsor company representative lunceon.  Lisa will not be able to attend.


Description:
Ron George and I stopped in to deliver the holiday premium.  Tonya Brandon has replaced Lisa Yokeley as Practice Manager.  We were able to meet and talk with Tonya.


Description:
I stopped in to visit Saundra Bowman.  Saundra was out of the office at the bank.  I did talk with some of the other staff members and asked if they had any needs or questions at this time.  I was told that everything is okay.  I was asked when we will be getting a branch in Kernersville.


Description:
Amanda and I stopped by to deliver the holiday premium.  We were informed that Saundra Bowman is now at the hospital and that Lisa Yokeley is the new practice manager.  Lisa was at a doctor's appointment.  We informed the staff of the new Kernersville location.


Description:
MAILED LETTER TO UPDATE RECORDS ON # OF EMPLOYEES


Description:
MAILED POSTER TO ADVERTISE EXTENDED HOURS AT K-VILLE


Description:
I called Melissa Willis to verify the mailing address.  It has been corrected in the system.


Description:
I called Sherrill Brown to find out who the new contact is for PrimeCare Administration.  I have been given the name of Melanie Sninszak and Lisa Southard was given the name of Sherrill Brown.


Description:
I delivered an invitation to Melanie Sninczak for the sponsor company luncheon.


Description:
I talked with Linda Skarzynski regarding who should be the representative for PrimeCare Adminstration.  She informed me that Donna Rhodes who is the Business Manager should receive all future mailings.


Description:
I talked with Melanie and told her that I would deliver 10 new membership packets to her along with information about credit union services.


Description:
I delivered 10 new membership packets to Melanie Scinsczak.


Description:
I received the sponsor company survey.  I updated the system with the new information.


Description:
Lisa called and left a detailed message regarding supplies.  Melanie returned the call stating that new membership packets had already been received.  They were delivered by Frances.  

This office has moved and will be reassigned to FMC.


Description:
Belinda delivered the holiday premium.  There was a request for membership packets.

Belinda followed up and sent the packets.


Description:
Lisa delivered the holiday premium to Melanie.  They do not need any supplies at this time.


Description:
I met with Melanie Sninscak to deliver the holiday premium and to let her know about our new Westbrook Plaza location and our CUABS. I encouraged her to attend the Sponsor Company luncheon.-KM


Description:
I called to talk with Janet Matthews and was told that she is out of the office.  I will call again on Tuesday, September 4th.


Description:
Went out yesterday for benefits fair - 
9 new members, 1 checking, 5 new payroll ded, 1 direct deposit, 2 holiday & 1 loan app


Description:
My son goes here for after school care. They are very close to the new Clemmons branch. I dropped off packet with the daycare director and asked her to give it the office manager for the church. They have a preschool program, church staff and afterschool care staff.


Description:
Spoke with new town manager, Bob Greback. He was open to offering this to the staff. I mailed him a packet of info12-1.


Description:
I called Calvin Phelps. Many former Reynolds employees that were let go went to work at this company. I have been communicating with him by email. Mailed packet


Description:
called and left message about association becoming a part of Allegacy. During the day you get a machine so I am going to call him at night at home to contact.


Description:
Tracy at Budd Group wants us to email her something she can put in a paycheck stuffer.  I will let Belinda know.  She said she never recvd items when they first signed up.
I will be taking her 2500 stuffers for paychecks - Molly had already made those up.


Description:
approved by the Board of Directors as an association. We have added their membership application to the grapevine for staff to open membership in this association.


Description:
scheduled to go out this afternoon.
13 NEW MEMBERS, 5 CHECKING ACCTS, 5 DIR DEPOSIT, 7 PR DED, 1 HOLIDAY


Description:
received information that there is a name change for the company. Amy, Connie and Tina will be doing an enrollment for the Raleigh staff on December 18th 10-3.


Description:
Patty called to get information on company. Also mailed a packet of information to them.


Description:
Patty called and gave credit union information.


Description:
Patti called and talked with Chris. Mailed packet of information on 11-19.


Description:
WENT FOR SIGN UP - 
17 NEW MEMBERS, 17 CHECKING, 6 OVERDRAFT, 1 EQUITY APP, 2 VISA APP, 16 DIR DEPOSITS, 4 PR DED


Description:
Assist Russian speaking members:5 new members,3checking acct.,2 Mortgage ref,2 Safe Passage referral,2 Auto Loan appl,2 Visa cards.


Description:
enrollment scheduled for December 16 from 11;30-1:30 in employee break room.


Description:
delivered  2500 payroll stuffers. Company was given flyers (2500 some in English and Spanish) when account was approved by Board.


Description:
Melissa called and asked if we would come to their "banking day" on December 12th. There are three times:
3:45-4:45, 11:30-1:30 and 7-8 pm. This account will not be approved by the board until the 16th so all accounts will not be processed until then. I tried to convince her to move the date to after the approval but she has already lined this up with the other financial institutions.


Description:
Lisa was not in the office. Instructed to go to Dental Care office location


Description:
Karen Morgan had called Rick Ferguson to see if an enrollment would be possible. He called her back to say that anytime would be good. Their busiest days are Mondays and Tuesdays. He said we could visit on a regular basis. Karen is planning an event for Sept. 11. After staffing concerns are resolved, plan a quarterly event where we work their lobby to see employees and their "customers".


Description:
Carol Knouse and I held an enrollment session.  It was more of a goodwill effort. Most of the patients in the lobby were members of AFCU. Rick Feurgeson would like for us to visit the Pharmacy quarterly. I think that an annual visit is adequate.-KM


Description:
Sue Darby and Joni Black attended the annual enrollment event at this location. They saw approx. 60 employees with the following results: 3 new ;memberships/1 Holiday Club/1 new payroll deduction. Two of the new accounts were for doctors: Richard Yow, MD and Jay Boyer, MD.


Description:
scheduled an enrollment for Pharmacy Dept staff. With Rick Ferguson. We are expecting 82 employees. He said we should see 40. I will do presentation and then set up for opening accounts. Anya is scheduled to go also.


Description:
Spoke with Carlene Grimes, Accounting Services Manager. She has 16 employees and would like for us to hold an enrollment session. Scheduled for July 3rd 9:00 am. She asked that we bring a fruit tray.


Description:
Held and enrollment at WSHC Pharmacy coordinated with Rick Ferguson. Anya and I saw 25 employees. Of the 25, 23 were members. We signed up two new members, 4 checking accounts and direct deposits.


Description:
Held enrollment for WSHC Accounting Department. I saw 11 employees and all of them were members. Brought a fruit tray, badge holders, pens and talked about checking account promotion. I also discussed the VISA rewards program and the Autobuying program.

Two employees filled out information for scorecard and another for loan application.


Description:
arranged on site visit with Leslie Angel. She is the new personel manager for health care and dental care. Her phone number on mwf is 718-1120 and 718-1834 on tt. August 20 from 11--1pm.


Description:
Held enrollment session. Brought dougnuts, pens and badge holders. Gave out Carowinds tickets. Saw 12 employees. 9 were members. Opened two new memberships, two checking, 4 holiday clubs and one cd. Also gave out 2 loan applications.


Description:
saw 46 people, opened 4 savings, 1 checking, 5 holiday clubs, 1 vacation, 12 payroll deduction


Description:
Kelli Jackson and I delivered a holiday premium to this office.-KM


Description:
3/7/00  Website indicates pending Chapter 11 filing.  Per Carol Knouse,  do not pursue. Status: lost.


Description:
left message with david foster and will follow up in 2 days-cp


Description:
talked with david.  He said people in the company-front office-would love it,but the man sho makes the decisions doesn't think the factory would take part.  David said that this person would not take my call, but he would talk with him again.  Will follow up in two weeks-cp


Description:
Talked with David and he said the person holds a lot of authority but doesn't think it is a good thing for the company.  I suggested an employee survey but david said he was receptive to david but not to the idea of a credit union as a whole.  -cp


Description:
Jeannie called to make sure that Susan received the invitation to the sponsor company luncheon.  She stated that she did not receive the invitation.  I did remail.  Jeannie mentioned that if she is unable to attend then she may send another staff member.


Description:
Belinda Wilson and I stopped in to visit Susan Miller.  We were able to talk with Susan.  She explained that they are owned by Triad Health Ventures and are currently managing Health Connections which is part of Novant.  Call A Nurse currently has between 50 and 54 employees.  Most of the employees work at night.  We left our business cards and Munchkins.


Description:
I took Belinda by to deliver some packets to Susan Miller.  Susan was busy but we were able to talk with her.  I specifically asked her how many employees she currently has on staff.  I also asked her if she was receiving mail from the credit union, emplhasizing that she complete the survey so that we can update our information and she would be eligible for the drawing.  We also talked about scheduling a lunch meeting so that we can talk about getting the staff more involved with the credit union.


Description:
left message fot sandra for the details on the factors to consider


Description:
talked to sandra aobut factors to consider and we set up a tentative date for the sign ups, july 20 from 1:00-2:00 -cp


Description:
Received a faxed copy of the sponsor company survey.  They are interested in a Credit Union Day event during the first quarter.


Description:
8/16/00 Cathy Powell and I handled the sign-up session.-KM


Description:
Julia Martin and I stopped in to deliver the holiday premium to Sandra Hull.  We were able to talk with Sandra, who told us that she does not need anything at this time.


Description:
I called Sandy Hull to talk with her about the complaint that was made to mortgage regarding the selling of the servicing of the mortgages.  She and the one of the owners, Allen Murray, both called to voice their complaints regarding this action.  She stated that she spoke with Troy Templeton who informed her that the purpose for the outsourcing was to save the member money and to decrease headcount of employees.  She did not like that response, she inquired "Are you telling me that you are going to have to lay people off?"  "Who are you trying to be Wachovia and First Union?"    She stated that one of the big selling points for the group to affiliate with the credit union was the fact that you have a choice regarding the mortgage servicing.  She likes the fact that she can pay her mortgage over through MIA 24 and can call or go into a branch to have her questions answered.  She also stated that one of the owners of the company has just obtained his mortgage with AFCU because of this benefit.  Sandy has a background in insurance and stated that she has experienced outsourcing and knows personally that the level of service will diminish and create inconvenience for the members.


Description:
I mailed 20 new MIA 24 cards to Sandy Hull.


Description:
I met with Sandra Hull to deliver the holiday premium and to thank her for the business that ERD brings to AFCU.  I promoted CUABS and the sponsor company luncheon.-KM


Description:
LEFT MESSAGE FOR SANDRA 01-17-2003 ABAUT VISIT.       COMPANY BUSINESS  HRS.--   M-TH (9-4.30), FR.(9-1 PM)         NEW PH#336-992-3611  ext.110


Description:
I call to Sandra Hull 01-27-2003 .I told he abaut new interest r.,car 's and home loan's--new servises with Allegacy f.c.u..  Sandra promis to call back to establish an enrollment date.


Description:
4/3/00 Packet mailed to Jay Luke.  Follow up in 2 weeks.-KM
4/12/00 Called Mr. Luke for a follow up.  He is to return the call.-KM
6/5/00 I called Jay Luke to discuss the CU.  Left a voice mail for him to call back.-KM


Description:
7/3/00 I left a message for Jay Luke to let me know what his decision is.-KM


Description:
8/21/00 After meeting with Carol Knouse, we discussed that they had not replied to our offer.  I am marking this as a lost account.-KM


Description:
4/3/00 Packet mailed out.  Will check back at month end. The family members of Leigh Anne Miller, of our FSC branch,  own and operate this company.-KM


Description:
7/3/00 I followed up with Karen Holcomb.  I left a voice mail with her assistant re: the decision to join.-KM


Description:
8/4/00 I left a message with the receptionist for Karen Holcomb to call me.-KM


Description:
8/18/00 I spoke with Karen Holcomb. She is spending a lot of time at their Thruway showroom.  She said that she is not able to handle any more responsibilities.  She is the only one handling bookkeeping and payroll.  They do not offer payroll deduction or direct deposit.  She will keep us in mind should the decision change.  For now the decision is not to join RCFCU.-KM


Description:
4/3/00 Mailed packet to their Headquarters.  Will follow up by end of April.-KM
5/11/00 I called to speak with Mr. Brooks.  He is away and will return at the end of the week. I asked that he call me next week.-KM
6/7/00 I talked with Gary Brooks.  He has forwarded the information to his manager.  Asked that I call on 6/8.-KM
6/9/00 I was unable to call on 6/8 but did so on 6/9. I left a message with Gary Brooks that he could call me or that I would call him.-KM


Description:
6/23/00 I left a voice mail for Gary Brooks to call me back re: their decision.-KM


Description:
7/5/00 Gary Brooks advised that I could forward a package to the Atlanta office to the attention of Ginny Green. Upon checking further with the local kinkos store, I learned that there are 25 employees at the WS store, the Greensboro store and the High Point store respectively.  They are paid out of Atlanta and supervised out of Raleigh. Based on this information the WS store of 25 employees would be our likely target.  If participation were not total-the benefit would likely outweigh our costs. I am, therefore, marking this file as "lost".-KM


Description:
4/12/00 I met Mr. Hanson on Plaza 4 as he is an employee at RJRT and a member of this church.  He sent an e-mail indicating interest.  He will forward the information to someone on the church's board of directors.  I advised him that if they do pursue this the letter would need to address why they would not form their own CU.  He said that it may take some time for a decision to be made.  I will check with him in 3 weeks.-KM


Description:
talked with william hanson today and he said they have been occupied with getting a new pastor and associate pastors.  He is going to remind danny bass again and then talk to the new pastor.  He also mentioned that the "reynolds" name may be a factor but he will get back with me.  I also agreed to get with danny next week, after he has had a chance to get with he and the new pastor. - cp


Description:
left message for danny bass.  William Hanson email me and the email is in the file. - cp


Description:
Lisa called Monty Swicegood to see if she is in need of membership packets.  Monty stated that she is need of 10 packets.  Lisa
This message should probably be under First Assembly account.  Not under congregation. CK


Description:
4/12/00 I spoke with Doris Dunivant.  I do not know her title. She advised that the company is served by Sara Lee CU but she asked that we send her our information to review.  Did so 4-13-00.  Will follow up in 2 weeks.-KM
6/6/00 I left a voice mail for Doris Dunivant to call me.-KM


Description:
8/4/00  left a v. mail for Doris to call me.  If no reply in 2 weeks-will change to lost.-KM


Description:
8/18/00 Doris is out until 8/21. I will call her akc later.-KM


Description:
9/21/00 I called Doris and left a voice mail.  I am hoping for an overlap.  However, she has not returned previous calls and I think this is likely a lost account. If no reply by 9/28 will mark as lost.-KM


Description:
10/5/00 I am marking this as a lost account.  Doris Dunivant has not returned my calls.-KM


Description:
4/13/00 I was directed to call the Raleigh office.  Sherri Colquit of that office advised that since this company is so widespread, they will not endorse any one certain CU.  This company was formerly First Travel Corporation and is now known as Navigant. Discussed with Carol Knouse.  Will record as lost.-KM


Description:
4/13/00 The WS Chamber of Commerce listed this company as one relocating to Winston-
Salem.  I spoke with Deborah Keel of HR. Members CU is their CU but she would be interested in reviewing our literature.  She thinks that they will be adding staff from the Winston-Salem area eventually.  Once they do move, if this is still a viable lead, then we will need to update their address and confirm her title.  She is definitely interested in direct deposit and said that they encourage it .  Will follow up in 2 weeks.-KM.
5/8/00 I talked with Deborah Keel.  She said that it will be a year before they move over to WS.  They are associated with Members CU and know that they have branch locations in WS.  I have marked this lost for now and as discussed with Deborah-contact them in 9 months.-KM


Description:
I stopped in to visit Deborah Keel.  I was not able to see Deborah.  I did leave Karen's business card and left a message of thanks for talking with us about the possibility of affiliating with RCFCU.


Description:
Although this is a "lost" account, I am still pursuing it.  Deborah Keel did take time to listen to me explain that we are one of the top three credit unions in the state of NC and in the top 100 in the whole country.  She seems to think they will stick with Members. I pointed out they have one location in WS and we have nine and our own ATMs.  She agreed to have a package mailed to her and for me to call the first week of May.  It would likely be best to call in person at the new location.  Confirm they are there.-KM


Description:
I talked with Deborah Keel again.  She said that she mentioned this to the HR Manager.  The HR Manager did not want to add another credit union at this time.  I discussed our mortgage and financial planning services with  Deborah and our many financial centers and home banking. I will call her back in a couple of months.-KM


Description:
4/13/00 I took a packet by BIMCO and met with Bill Sparks.  He sounded very favorable about joining the CU.  Needs to check with his 2 business partners and I am to check with him next week.-KM
5/16/00 I talked with Mr. Sparks.  His staff does not seem interested.  I mailed him survey forms; the ratewatch form; and the Rate & Fee Schedule.  Will check with him in a few days.-KM


Description:
left message for bill sparks for the deatial on the factors to consider


Description:
I called Jim to confirm our attendance at the event.  I left a message on voicemail.


Description:
I talked with Debbie Alford and she would like to schedue an information and enrollment session for the employees.   She stated that she has several new employees including one that will start on Tuesday, September 4th.  She said that I will see probably between five and ten employees.  The session is scheduled for Monday, September 10th at 10:00 a.m.


Description:
I conducted an employee information and enrollment session for the employees.  I saw six employees and five completed new membership applications. I talked with Tim who does payroll for this group.  He stated that payroll deduction is available but not direct deposit.  Debbie Alford was not present due to a family emergency.


Description:
I mailed Debbie Alford a thank you card for allowing an onsite visit.


Description:
Called on Debbie Alford. (No relation to Larry Alford at W/S Womancare). Her husband is self-employed and also works pt at a trucking comp.
Debbie gave me names of employees who had left their employment in the past year. Also invited me to do re-enrollment in Febuary. Will set date and get back to her.  (Breakroom from 12:00-1:00) Send poster for her use. Left company profile and holiday premium.


Description:
Ron George and I left the holiday premium with the receptionist.  Ron Schwartz was out of the office.


Description:
I gave Mr. Hanson one of our holiday premiums and thanked him for the lead of Carolina Alarm Electric.  Mr. Hanson attends First Assembly Church and would like for his church congregation to be able to join AFCU.  He suggested that I call Danny Bass to discuss this opportunity.  The business meeting of the church will be held shortly.-KM


Description:
Ron Schwartz advised that he sold the alarm side of the business last summer. His company is still named, Carolina Alarm an Electric dba Audio Video One.  He now employs 5 people. He said that he thinks all of his employees are members of AFCU.-KM


Description:
Spoke with Ron Schwarts regarding his employees. He was very kind to let me know the names of his current employees which allowed me to make corrections to his member type code.


Description:
5/16/00 I delivered a package to this office and did a follow up letter on 5/17/00.-KM


Description:
7/7/00 Katy Ess will be back in the office on Wed. 7/12.  I will call her then.-KM


Description:
8/21/00 Carol Knouse, Pat Payne, and Cathy Pace met today.  Since this company has not replied to our offer to join RCFCU, we are considering this as a lost account.-KM


Description:
5/17/00 I spoke with someone, the store manager.  He does not wish to discuss this now.  He advised it is okay to call back at the end of August.  We need to confirm his name & title.-KM


Description:
5/19/00 I met with Lisa Cain from this firm.  Mike Knight knows someone on staff there.  This company is moving to the Grandover area of Greensboro soon.  They also have about 19 people in Manassas, VA.  This 19 is part of the 40 listed on the Profile Screen of SEG Manager. ADP administers their payroll out of Virginia.  The majority of the WS staff are in their mid to late 20s.  Lisa is concerned about the Virginia employees being served by a CU here. I gave her information on our OOT & on-line services.-KM


Description:
talked with lisa on the factors to consider, paroll and scheduling sign ups - cp


Description:
talked to lisa today to let her know the application was approved at the board meeting and that frances would be coming for the presentation. - cp


Description:
did presentation for employees after the wachovia group banking program presentation.  We saw 13 and 13 signed up.  Including the owner.  - cp


Description:
Emailed AFCU's handbook information to Debbie for inclusion in their employee handbook. She had responded that she would include our information in their handbook.


Description:
I discussed the cu with Marsha by phone several times and delivered a package for her on Monday afternoon. The management company that owns this company will be here, 8/22.  Marsha will present this information to them and I will follow up with her. This company also runs Piedmont Dialysis.-KM


Description:
I left a message for Marsha to call me back re: whether the corporate parent, Health Systems Management would be pursuing the affiliation.-KM


Description:
After many calls I was able to find out from John Burroughs that Salem Kidney and Piedmont Dialysis and other offices in the area are part of a bigger company called Health Systems Management. This company is in Tifton, GA. John said that he will discuss the credit union with his management team and advise us at a later date whether this is something that they want to pursue.  Many of their employees have asked whether they could join AFCU. We have talked with them during the benefit events at NC Baptist Hospital and Novant.-KM


Description:
I have left numerous messages for John Burroughs and he does not return calls. I received an email from John stating that he had mailed our package to their corporate office in Tifton, GA. And that William McDonald would be expecting my call.


Description:
Called William McDonald who has received the package and had pulled up the website. They have Salem Kidney/Piedmont Analysis/ and another group that I could not understand the name of. He said that their open enrollment for benefits was on April 1 and that they made a lot of changes, including mandating direct deposit. He said that it is like pulling teeth to get employees enrolled in direct deposit. I offered our assistance in this effort. He will speak with his NC manager and get back to me. He feels that this will be a slow decision since they have just made so many changes. They have employees in Lexington, Mt. Airy, etc. In addition to W-S.


Description:
Spoke with Mr. McDonald who said that this request has been tabled. They have some new procedures for WS employees and it will be at least 8 to 10 months before they consider anything else new. Code account as Lost.


Description:
Carol and I conducted an enrollment for the employees at the Westgate office.  We saw 11 employees and received 10 completed membership applications.


Description:
I emailed Kim Bumgarner at the Wilkes facility requesting an opportunity to visit on Thursday, November 8th.


Description:
Carol and I conducted an information and enrollment session for the staff from 2:00 to 4:00.  We held a drawing for a WalMart gift card.


Description:
Donna Hennessey, Carol and I conducted an enrollment and information session for the staff.  We saw nine employees, received six completed new membership applications, and two members to be recoded.  We were at the Pine Ridge location.  

We took a fruit tray from the Fresh Market and gave away a $15.00 Hanes Mall gift certificate.


Description:
Donna Hennessey, Carol and I conducted an information and enrollment session for the employees.  We were at the Winston East Ob/Gyn office.   

We took a fruit tray from the Fresh Market and held a drawing for a $25.00 Applebee's gift certificate.


Description:
I mailed twenty new membership packets to Kim Bumgarner at the Wilkes office.  The phone number is 336-903-2900.


Description:
Donna Hennessey, Carol and I conducted an enrollment and information session for the staff.  We were at the King office.  

We took cookies as a refreshment.


Description:
Donna Hennessey, Carol, and I conducted an information and enrollment session for the staff at the Winston East Pediatrics office.  

We took a fruit tray from Fresh Market and gave away a $15.00 gift certificate for Hanes Mall.


Description:
Carol and I conducted an information and enrollment session for the staff we saw nine employees, we received five completed new membership applications, and three are currently members.  

We took a fruit tray from The Fresh Market and we held a drawing for a $10.00 gift certificate.


Description:
I conducted an enrollment and information session for the employees at the Yadkinville office.  I saw ten employees.  I received four completed new membership applications and two employees were existing members.  Their accounts have been recoded to reflect AFCU membership.  

I took cookies from Food Lion and held a drawing for a $25.00 WalMart gift card.  The drawing winner was Joycy Mounce an existing AFCU member.


Description:
Attended enrollment. Also left Christmas gift for Elisha Hall.


Description:
I met with Father Dimitri to discuss the AFCU sales packet and to share with him the benefits of affilitating with Allegacy.  He stated that he felt that it is a good program and that there is nothing to lose and only to gain by joining up.  He will complete the Factors to Consider and The Letter of Affiliation and will fax them to me.


Description:
Lisa called and spoke with Judy Hoag who stated that she could use a few new member packets.  

Lisa called Frances and asked her to drop off the packets.


Description:
Lisa delivered the holiday premium.  Lisa and Andy spoke about membership for Andy.  Lisa requested that three membership packets be sent to the office.


Description:
LEFT MESSAGE FOR JUDY RE:QUESTIONS AND SUPPLIES. LISA


Description:
SPOKE TO JUDY HOAG SHE SAID THEY HAD A FEW PACKETS LEFT BUT SHE COULD USE SOME THE END OF AUGUST DUE TO A FEW NEW EMPLOYEES COMING ON BOARD, SHE THANKED ME FOR CALLING


Description:
See Group Homes file for information on their request to have residents of Group Homes affiliate with AFCU. I spoke with Joe O. at NCUA awho said there is no way we can add their  residents. They do not have the proper affiliation with Group Homes to provide afiliation. Letter to Donna Jinks mailed today.


Description:
I stopped in to visit Judy Hoag and to drop off the holiday premium.  Judy was in need of new membership packets and I left ten packets with her.  She stated that things are fairly stable and that turnover has been minimal.


Description:
CALLD TO JUDY ABAUT PAYROLL DEDUCTION.---IT IS BIWEEKLY. (14  AND THURSDAY)


Description:
Jeanne Tilley and I stopped by to visit Lisa.  She was in a meeting and not available.  We did drop off business cards.


Description:
Jeannie called Lisa Hamilton to make sure that she received the invitation to the sponsor company luncheon.  Lisa no longer works there.  Linda Porter starts on May 1st, as Lisa's replacement.  .


Description:
I called the office to obtain Linda's email address.  I was informed that she does not have email access available at work.


Description:
I received Linda Porter's RSVP for the sponsor company luncheon.


Description:
Went to see Linda Porter with card holder and notepad. She would not come to the front to see me. I left information and some membership brochures at the front desk.


Description:
I called to obtain the email address.  I was told that they do not have email access.


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


Description:
Received email from Rose Collins. She told me that this company is a division on WHAP ( Women's Health Alliance of the Piedmont). Starting the 1st of July Rose will take Linda Porter's place as the Administrator of WHAP. This includes Lyndhurst, Hawthorne, Forsyth GYN and another solo practice.


Description:
Julia Martin and I stopped in to deliver the holiday premium.  We were able to talk with Troy Tyner and Kelly Lecounte.  They stated that they do not need anything at this time.


Description:
I called and left a message for Kelly asking permission to periodically forward promotional materials via email.  

Kelly returned my call and stated that should be fine and she will distribute to the rest of the staff.


Description:
Offered to deposit $5.00 to get her to be a member of the credit union.  She is interested in setting up a family member account and set up payroll deduction.  Her husband belongs to WSCity Employees CU and is very pleased, does not want to switch to us.
4/12/00-Carol Knouse obtained a reference that Dr. Richard C. Stephenson is now the first full-time director at Hospice. This reference is in the SEG file.-KM


Description:
Talked with nurses about upcoming car sale. They requested a list of participating dealerships. Will be provided by marketing area.  Talked with a nurse about consolidation loan.  Will Followup on March 9.


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


Description:
I called Kathy Perryman to schedule a time to drop off her gift certificate.


Description:
I went by to drop off the gift certificate to Kathy. She was the drawing winner from the first sponsor company survey.  

Kathy left a message stating that she needs new membership packets.


Description:
I dropped off 25 new membership packets for Kathy Perryman.


Description:
taked with kathy and what she had in mind was for us  to come out and talk to the new employees. She also suggested to wait until after vacation time after labor day.  She has many employees out during the summer.  Set up date for september 22 8:30-9:30 will need 5 posters for advertising. - cp


Description:
Susan is a volunteer and was there on her regular volunteer night, and as an employee of RCFCU she promotes the credit union to the staff.  She talked with Shannon about refinancing her car and getting cash out to pay off debt.  This loan was refinanced from another financial institution.


Description:
Susan Simpson on her regular volunteer night talked with Mary Locicero who asked about obtaining a personal loan to purchase a car for her daughter.  Susan established an unsecured line of credit for Mary.


Description:
Jeannie called and left a long detailed message for Christine Elliot.  She wanted to make sure that Christine received the sponsor company luncheon invitation and if she would be able to attend.  She asked that Christine return the call.


Description:
Jeannie called back and was told that Christine would not be available to attend the luncheon.


Description:
I called Kathy Perriman to verify the date of our visit.  She would like for us to attend the staff meeting on October 6th from 8:15 to 9:15.  There will be approximately 20 employees present.


Description:
Cathy and I conducted an employee signup for the staff.  There were 15 employees who attended the two sessions that were held at 10:00 and 2:00.


Description:
10/6/00 Frances Campbell and I held a sign-up session and we furnished doughnuts too.  We signed up 5 of the 10 and 2 were already members.  We accounted for this as 7 of 10 people seen.-KM


Description:
Karen and I conducted a signup for the administrative staff.  The signup was held during their staff meeting.  There were ten people present two were members, (one gentleman gave a very nice testimonial about RCFCU) the other six completed new member appllications.  The applications were delivered to Samantha at FSC.


Description:
I dropped off 25 of the RCFCU pens for the staff at the request of Kathy Perryman.


Description:
Carol Knouse and I held an enrollment session for this school's staff. We took doughnuts, held a drawing for a gift card to WalMart and gave away coil keychains.  We saw 35 people, 24 are current members. We received 10 new memberships, 5 new checking accounts, 1 holiday club account, one vacation club and seven payroll deduction forms.  Cindy Cheek will send Carol an employee listing so that we may check the participation level.-KM


Description:
Planned and attended an enrollment event for this group. See results listed in previous activity. In addition referred one member to Safe Passage.


Description:
called and left voice mail for Cindy Cheek about employee listing she said she would get to us 11-11. They have a new phone system and her ext is 103


Description:
Visited with Cindy Cheek when she attended our SEG Luncheon. Cindy is always a great supporter of AFCU and is complimentary of our services.


Description:
Emailed AFCU's handbook article to Cindy as she had responded in the SEG Luncheon survey that she would include our information in their employee handbook.


Description:
while I was in greensboro I stopped by to see if they needed anything from frances. I also droved through the piendmont center area and picked up 8 need leads - cp


Description:
I called Ashley Reece to find out how many new membership packets she needs.  I left a message on her voice mail.


Description:
I delivered 50 new membership packets per the request of Ashley Reece.  Ashley was out of the office for the afternoon.  I left my business card with instructions to call me directly if she has further needs.


Description:
I delivered 80 new membership packets to Laura who is the receptionist.  She stated that she would see that they were delivered to Ashley Reece who is the sponsor company representative.


Description:
Amanda Hoppers and I delivered the holiday premium, Ashley Reece was not available.


Description:
I called Pam to schedule a visit/lunch to discuss how participation with AFCU could be increased.


Description:
I called Pam Randleman to ask if she is available for lunch on Monday June 21.  She was on her way to a meeting and asked that I leave the message on her voicemail.  I did and asked her to return the call by 10:00 a.m.


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

This company states that they are not willing to arrange periodic onsite visits, nor will they provide a list of their employees for our mailing distribution purposes.


Description:
Carol Knouse, Cheryl Swaim and I met to discuss offering an affinity checking program for Spectrum.  Carol pointed out that accessibility is a key factor now that they are headquartered in Greensboro. Carol advised that we need to focus on the fact that we and they serve "x" percentage of medical offices and that we do share in this affinity and that we are interested in strengthening our relationship with Spectrum.

Cheryl said that the affinity package could include free checking and free web pay if the employee has direct deposit to AFCU. We may also require a VISA account with an active balance. This will be more clearly defined later. Once an employee terminates his employement the program ends.-KM


Description:
I visited with Sharalee Murray and Teresa Allen.  Sharalee is interested in including information about AFCU in their company newsletter and also in distributing information about AFCU to their new hires and adding this to their HR Manual.-KM


Description:
Called Pam Randleman and asked that she call me back concerning the special bundling project.


Description:
Belinda and I visited with Teresa Allen and Rita Davis, P/T H.R. Assistant along with Sharalee Murray, F/T H.R. Assistant. Rita and Sharalee meet each Thursday at 8:30 am with their supervisor, Pam Randleman.  At the next meeting on August 1 Rita will discuss our visit relating to the following items: AAFCU's Affinity Checking Program using Spectrum as a "test". This would require their giving us a sample of their logo and the names and addresses of all employees. They will also discuss our coming on-site at least twice a year to do enrollments for their employees at all locations (including evening hours for workers on 2nd shift). This company is now hiring from 7 to 12 new employees each week. In the past, they have been giving AFCU information only to those new employees who request it. The only information they had still had RCFCU materials. Karen Morgan picked up that material a few weeks before this meeting. Today I shipped a supply of 110 packages for their use until October when materials will need to be updated. I also sent them samples of premiums we give during enrollments. Rita felt that enrollments would be a great idea. She was receptive to all ideas presented to her. I will e-mail the generic statement for their employee handbook.


Description:
I discussed this account with Carol Knouse.  For now, I will not pursue a meeting with Sharalee.-KM


Description:
Attended an event with Karen and Belinda for the W-S employees. We saw approx. 60 employees/42 are already AFCU members.Of the 42 we saw, 21 are employed by Spectrum; the rest are employees of Novant who work in the Laboratory.  Provided a pizza/soda lunch, answered questions, opened 3 new memberships/3 Holiday clubs/ 1 new payroll deduciton.
Discussed new products/services. Spoke briefly with Susan Hayworth regarding her assistance in making connections to the Greensboro employees.


Description:
Carol Knouse, Belinda Wilson and I attended an enrollment for this SEG which was held at the Craig Room at Novant Hospital.  See Carol's notes for details.-KM


Description:
Called Pam Randleman to talk about the employees in Charlotte that work for Spectrum.


Description:
Finally got to speak directly with Pam. She was reminding me that spectrum was formed in Jun 1998 as a spinoff from Novant Health in a partnership between Moses Cone, Forsyth and Annie Penn Hospitals. She is going to have Sherilee reun a report that shows us every location fo Spectrum Lab. We are then going to take this report and show her the locations of every atm/location that is convienent for them. She agreed to do a mail out to all employees which is now 800. She explained the reason they do not allow a sign up session . She said even benefit fairs are done electronically due to the location and sparcity of the employees.She said if we were going to posters we would need to send about 80. If we are going to do flyers-800. She is willing to send an email to each employee. I asked if she would consider a link on their website and she was open. I told her it was not difficult and she is going to consult with her staff. She then filled me in on american partners credit union and the reidsville employees of spectrum can join there. We also talked about Greensboro Healthcare cu. For Moses cone. The plan is to wait for the locations and then devise a plan to market to these employees and keep communication levels going. It will take research to determine where the atms/locations are.


Description:
Mailed 800 flyers and 80 posters to Pam to distribute to all staff. Copy of flyer and poster are in Spectrum folder.


Description:
Karen Morgan and I conducted an employee signup.  We added eight new members.  We took a fruit tray from the Fresh Market.


Description:
The sponsor company survey was returned and the information was updated in the system.


Description:
I called Cathy Pope to confirm how many posters are needed for the employee signup scheduled for 2-21-00.


Description:
left a message for cathy pope on voice mail asking to return call about survey and event day. - cp


Description:
Julia Martin and I stopped in to visit Cathy Pope and to deliver the holiday premium.  We were able to talk with Cathy and to inform her of the changes that are taking place here at RCFCU.


Description:
Cathy Pope called and requested 25 new membership packets.  Ehe stated that she is completely out.  I have informed Janie that I need the packets prepared by 12:30 on 6-6-01.


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

Cathy Pope stated that they would be receptive to onsite visits twice per year and to having a Credit Union Day event.


Description:
I stopped in to visit Cathy Pope.  I was told that she was at lunch.  I left the holiday premium with the receptionist.


Description:
Cathy Pope attended the Annual Sponsor Company Luncheon and she completed the sponsor company survey.


Description:
I stopped by to visit with Stan Carter and to see how things are going with the dealership.  I was informed that Mr. Carter is no longer with the dealership.  It appears that he has sold the dealership back to Ford.  The new manager is Wilbur Williams.  He will be there until a new owner takes over.


Description:
I talked with Cindy Motsinger regarding confusion about how the payroll from All-American is transmitted to us.  The employees are paid on Friday closest to the 15th of the month.  The pay period ends on Wednesday.  The final pay period is on the Friday closest to the last day of the month.


Description:
talked to robin and the owner has not had a chance review the information she asked me to call back in another 2 weeks. - cp


Description:
CALLED DONNA TO SEE IF SHE RECIEVED THE INFORMATION. SHE SAID NO-ONE IS INTERESTED IN JOINING.


Description:
called and left message on voice mail for mary lou. She returned my call on 9/14.  Said the owner was not interested but would be happy to review the material to see if the employees were interested. - cp


Description:
Mary lou had to leave early but I left package for her to review. - cp


Description:
left message on voice mail to follow up. - cp


Description:
Mary lou called and said that she has discussed with the owner and that they have other things going on right now and will have to decline at this time.  She said she will keep the packet for when things calm down and they might be interested.  They are aproximately 7 miles from the metroview bldg.  They are close to south park maall.  Off of tyvola rd. - cp


Description:
left message for connie and no response. - cp


Description:
dropped off package for connie to review.  Did not see her. - cp


Description:
talked to connie and they are not interested try again in January. - cp


Description:
called Connie Troutman to see if she is interested in credit union affiliation. This office is less than 1 mile from our branch.


Description:
CALLED AGAIN TO SPEAK TO CONNIE TROUTMAN. LEFT VOICEMAIL FOR HER.


Description:
called and left message ith receptionist for pam the office manager. - cp they are in the saem building as the hand center and charlotte metro.


Description:
pam said she is passing the information over to the owner cathy dowd and would have her call me. -cp


Description:
tried to speak to hr several times.  They did not give name - cp


Description:
callled kay hurley on Friday and she called this morning. Set up appointment for 10/20/00


Description:
talked to k. hurley and they are very interesed.  The company has 45 people and average age is 35 and average income is 40k.  They have been in business for 11 years and were in the top 50 tech companies in the business journal. - cp


Description:
dropped off xmas gift and card for kay.  She was in meeting. - cp


Description:
Ana checked Cathy Powell's voice mail.  Kay Hurley from this company had called.  They now want to join the credit union.  I called for Kay and she is out of the office this week.  I faxed a newer sample letter, addressed to Carol.  I will call Kay on Monday 2/19. I have changed this from a lost status to a new lead.-KM


Description:
I noted that this account had been re-assigned to Will Ragsdale.  I went ahead and faxed the sample letter and factors to consider form to this company.  Cathy Powell had not indicated the type of industry.  Will plans to go by the company next week.-KM


Description:
Will Ragsdale called this firm and plans to stop in to meet with them 3/14 at 9:00 am. He said that Kaye Hurley had already joined??  I called her and she did say that she had the sample letter from me and the factors to consider. I encouraged her to fax this information in so that we could present it at pre-board 3/2.  She will try to oblige us but she may be unable to do so until later.-KM


Description:
Will called to say that Kay Hurley wants her enrollment to be on Monday, April 9 from 1:30 until 3:30. E-mailed staff to let them know.


Description:
Kay Hurley called and left a message for Carol Knouse.  There is an employee on their staff who wants to open an account for a business that she has on the side.  I talked with Kim Corns.  She referred this to Wendy Blakley.-KM


Description:
Karen and I conducted a lunch and learn information session for the staff.  There were 31 employees present for the session.  We waited while they continued their staff meeting and after their breakout sessions they were free to talk with us and ask questions about the credit union.  We received three completed applications and handed out four additional membership packets to employees.  We left ten new membership packets, all in ones, and ink pens with Kay for employees who were out of the office.  They asked us to join them for lunch that was catered by Kay's mother.  They have a bimontly staff meeting, the next is scheduled for June.  Karen mentioned to Kay that someone from our group would like to come back and be available for that meeting or the August meeting to share information about AFCU.


Description:
Frances Campbell and I held a brief presentation for this group.  Over half of the employees in attendance are members with other credit unions. We signed up 3 of 31 employees. K. Hurley is very much a proponent of our credit union.  I advised her that we need to hold a subsequent sign up.  I also offered to forward some text re: our credit union for either their HR Manual or their intranet link.-KM


Description:
We have offered to Kaye Hurley to do another enrollment.  She has advised that they do not need this now.-KM


Description:
emailed kay and it was returned. I called main number and asked for new contact person. Her name is Judy Vanderlinden. Left message for her to contact me about membership. Currently they have 45 employees and 5 are members of AFCU. I will ask about location and convenience of branch. I also want to tell them about loans-they do not have any loans with us at all.


Description:
called Judy back, she told me she has been with the company for 6 years but, took this position 1 year ago. She is new contact person. She said their office is located about 20 minutes from the Randolf Road location. They are at Crown Point which is toward Matthews. She wanted me to mail 25 packets for employees and new hires.


Description:
Sent letter to Judy announcing new service center location in matthews. This will be opening at the end of March. I called to confirm. I also indicated that I would like to verify that she received the packets I sent to her late February.


Description:
Kirby is out today but will be back in on Monday. - cp


Description:
Talked to Ilene and she requested  information.  I sent package on 9/13.  Followed up on 9/25 and she had read the material and decided against at this time. Moving to lost file. - cp


Description:
Talked to Caroline on 9/13 and she requested information.  Followed up on 9/25 and left message on voice mail. - cp


Description:
carolina called back and we set appointment  for 10/3 - cp


Description:
Met with caroline hawes and greg aker.  Greg is the president and croline is hr.  They were very positive and looks real good for letter to ome in.  The were intereseted in relocations services and discount brokerage.  They are changing pay systmes and are looking to announce in january.  - cp


Description:
Talked to Jan Tucker and she is preparing the letter for acceptance. - cp


Description:
Received a call from Mr. Aker's assistant.  He is interested in refinancing his home mortgage.  Gave Boris Elder all the information and he will be contacting Mr. Aker today.  AL/BD


Description:
did initial sign up saw 12 and 2 digned up.  Plenty of interest.  Many questions and will see mailed in.  Many needed to discuss with spouse.  They are switching payroll and at first o fthe year asked that we start after that. - cp


Description:
I assisted Cathy Powell with the initial signup for this group.


Description:
A representative from the company called on behalf of the owner.  The person wanted to know the hours of operation of  our Charlotte branch and the physical address as well as the phone number.  I provided all requested information.


Description:
Received a call from Jan Tucker who said that she had requested additional packets when Frances and Cathy Powell did enrollment in December and that she had never received them. Told her I would either have Will Ragsdale deliver them to her or we would ship them out today. She asked for 5 packets.


Description:
I talked with Caroline and discussed the probability of their group receiving promotional information via email.  She stated that it is acceptable to send information via email.


Description:
This was not a qualified visit, however, Frances Campbell and I delivered packets to Targacept.  They have just moved to their new building downtown WS.-KM


Description:
I left a message for Karen Hicks to call me regarding any changes to their mailing address, etc.  I have keyed in their new physical address and phone & fax numbers.-KM


Description:
I talked with Karen Hicks who was concerned that Don DeBethizy executive assistant was told that a hold would have to be placed on a company check that was drawn on BB&T.  Don uses a second AFCU account to pay his corporate expenses.  I assured Karen that this issue would be addressed to the manager of the 5th Street Branch.  I have talked with Mike and he will discuss with the staff.  

Karen also stated that she is in the process of hiring approximately 30 new employees and everyone should be in place by May.  She stated that she would like for us to conduct an information session for the employees once everyone is on board.


Description:
I called Karen Hicks to ask where she is in the process of bringing on board the new staff that she planned to hire.  Karen was not available, I left a message on voicemail.

Karen returned my call and stated that she is still in the hiring process, between now and the end of August she plans to add 17 more people.  She stated that she would like to wait until then before she schedules an onsite visit.  She asked that I call her back after Labor Day.  I asked that she email a listing of employees' names and social security numbers so that I can update our records to show the total number of members within her organization.  She requested 10 new membership packets.


Description:
I stopped in to deliver 10 new membership packets for Karen Hicks.  I also gave Karen one of the premiums that was given out at the sponsor company luncheon.  Karen was not available but I was able to talk with Patricia Shelton, the receptionist who is not a member.  Patricia is a retired bank employee and has maintained her accounts with her former employer.  She did allow me to share with her information about the credit and she was particularly interested in our auto rates and Auto Buying Service.


Description:
I talked with Karen Hicks at length.  First we discussed golfing for the DW.  She said that her staff does not on the whole golf. She spent a lot of time telling me about Targacept's need for an ATM. They are the anchor company of the new tech park downtown Winston. They do not want to walk to the branch at 5th and Patterson. Our current branches at the Federal Building and the RJR Plaza are not easily accessible or convenient as an ATM would be.  I have passed this information on to Cathy Pace.

Insofar as enrollments, they prefer to be scheduled for Jan. or Feb. of 2003.   Karen will provide an employee listing as she is aware that we like to track the participation level.-KM


Description:
Left a message with Karen Hicks to call me to schedule an enrollment event.


Description:
Received an email from K. Morgan relative to an employee listing for this group. Will check against our records and provide participation information to Karen Hicks at Targacept. Will also check on a request fro K. Hicks for information relative to Targacept employees deposits for American Express.


Description:
Dropped a note in the mail to Karen letting her know that I will have updated information after the 1st of February. Thanked her for the employee listing.


Description:
Visited with Karen Hicks when she attended our SEG Luncheon. I had been trying to get in touch with Karen to schedule an enrollment event. She said today that she is hiring new people and that the Fall would be a good time to call for an enrollment date.


Description:
6/15/00 I met with Karen Sonbert. She is a member of RCFCU & her husband works for RJR.  She is interested in CB joining.  She is concerned about participation and prefers to survey the employees first. Surveys were sent to her 6/15.  They do not offer direct deposit.  Payroll deduction would be by exception. Ms. Sonbert asked that I check back after 7/10.-KM


Description:
8/2/00 Karen Sonbert said that most of the employees are interested and are not members of a CU.  She will forward the letter.-KM


Description:
10/19/00 I handled a sign-up. 5 of the 7 in attendance signed up.-KM


Description:
10/20/00 I handled a second sign-up.  Two of the four attendees signed up with RCFCU.-KM


Description:
I delivered a holiday premium for Karen Sonbert.-KM


Description:
I was able to talk with Karen Sonbert and to schedule an interview for Wednesday, April 18th at 10:00 a.m.  She will be the representative featured in the May 2001 edition of the In Touch newsletter.


Description:
I interviewed Karen for the lastest edition of In Touch.  I also shared with Karen information on Homebanking and Web Pay.  She is not a current homebanking customer but stated that she will vist the website and look at the service.


Description:
6/15/00 Attorney Calloway is the managing attorney for this firm.  This firm is located in the building beside of RCFCU Mortgage.  They do handle some of our CU's real estate closings.  The firm is a branch of Forquer & Green of Charlotte, NC.  The home office has 20 employees.  Mr. Calloway advised that I send him the packet.  He will read it and forward it to Charlotte for review.-KM


Description:
I talked with Ron Wilson at length.  I get the impression that they have a group banking program with First Union. He made the comment that when he paid off his vehcile at Members CU, he never went back! It sounded like a bad experience to me.  He told me that if one of the employees goes to the teller window at First Union, they will be charged $8.00. I urged him to check out our web site. He said I could check back with him a two weeks.-KM


Description:
I spoke with Ron Wilson again about affiliation.  I mentioned our mortgages, CUABS, our current loan rate on a car loan with a 3 year payoff, etc.  He said that their commercial account is being switched, not at their directions, to CCB. The company is located near Luwa and others that are affiliates with AFCU. He agreed that I should follow up with him in two weeks.  I dropped off a package.-KM


Description:
I talked with Ron Wilson about affiliation with AFCU. He asked whether there was any cost to affiliate with AFCU. I said no and asked him whether they have payroll deduction and direct deposit and he said they do.  He asked that I call him back mid March.  I will need to e-mail him a sample letter and the factors to consider.-KM


Description:
I left a message for Ron Wilson to call me re: affiliation.-KM


Description:
I talked with Ron.  He said that they did not wish to affiliate at this time. He did say that he thought they would affiliate eventually.  I did talk with him about CUABS & our low interest rate VISA & low car loan rates, etc.  I did advise him that he could consider membership via the HLPT.  I encouraged him to contact me if this is something that he is interested in.  I think that they likely have a group banking program for the employees.  Their corporate account is with CCB.-KM


Description:
Ron Wilson called on 8/21/02 to request additional materials as he had disposed of the ones provided earlier. I met with him on 8/22 and provided information on our products and services.  He said that the president of the company is interested in joining AFCU. He said it will be approved on their end. I am to e-mail him the sample letter of request to affiliate and the factors to consider form.-KM


Description:
I talked with Ron Wilson today.  They surveyed their staff.  Six employees are already members and only 8 expressed an interest. They prefer to wait a while and then reconsider.  For now, they will not be pursuing this however.  I am changing the status to lost.  I encouraged Ron Wilson to contact me in the future when things change.-KM


Description:
Spoke with Tom Norman, Controller for this plant. Will have full operation within 2 years..about 60 people. Mr. Norman's wife is principal at Bolton elem. School. Had heard of our credit union, served on the board and superv. Committee of a Michigan CU starting in 1969. Thinks highly of credit unions and looks forward to considering this.  Will be gone for two weeks to Tacoma and Finland. Told him we would talk again in Sept.


Description:
Cold Call on Tom Norman who was out of the office today.  Left doughnuts and a package of information with a note that I would call him later to see if he had questions and to arrange a time to meet him and outline our products and services.


Description:
I tallked with Terri Robinson today.  She is still very interested in the cu for herself and the staff.  They are in the midst of getting direct deposit set up.  Terri will have Diane call me once direct deposit is in place.  I reviewed the procedure with Terri again.  I will likely need to e-mail a sample letter to someone at their headquarters to sign. I emphasized that we need 25% of her staff to join.-KM


Description:
In January, 2003, Ike Keener had requested via Cathy Pace that we approach this company to discuss affiliation. I was referred to Terri Gore, Administrator. I left several messages for Terri but did not receive a call-back. Today I was finally able to speak with her. A package of materials will be mailed today.


Description:
Spoke with Terri Gore who said that their corporate office had denied the request. Will move this account to Lost.


Description:
talked to dr barabe and I am meeting with his office manager celeste at 1:30p.m. - cp


Description:
went out to meet with celeste and she was not in the office had left for the bank.  I returned to my rcfcu office and dr barabe had called to apologize. - cp


Description:
met with 3 people for their initial sign up. These people were not in the original sign up. 3 signed up - cp


Description:
Belinda delivered the holiday premium.  She was able to talk with Dr Barabe and discovered that he has purchased a new car and is in the process of refinancing it with RCFCU.  He is working with Margie.


Description:
Called and talked with Celeste. She is OK with supplies and said everything is going well. Just visited late December.


Description:
Left message for Celeste regarding the Seg luncheon. She did not respond


Description:
Carol Knouse and I discussed this company as they have had a lot of press lately.  I relayed the history to Carol about the company.  Per discussion with Carol, I called back to speak with Karen Logan. I advised her that smoking is not allowed in the Federal Building or at our FMC Financial Center. I re-emphasized the free on-line banking feature that AFCU offers. She said that they will have a staff meeting the week of Jan. 15th.  I called again after this date and Karen Logan said that they are still not interested. She will keep my name and phone number in case things should change.-KM


Description:
I stopped in to meet the new office manager and to deliver the holiday premium.  I was able to talk with Richard Brodeur and he was able to provide me with updated information.  They currently have 35 employees.  I collected old materials with the RCFCU name and told him that I would provide him with more current membership packets.  I was also able to schedule a reenrollment for Friday, February 22nd at 9:00 a.m.  This will be at the conclusion of their mandatory staff meeting and all employees should be present.


Description:
Kelvin and I conducted an information session for the staff.  We saw 22 employees, there were six members present.  We were very rushed during the presentation.  At one point Richard Brodeur was pacing and looking at his watch.  This is a group that we probably will not call on again unless there is a specific request from the firm.  We took Krispy Kreme doughnuts and we also held a drawing for a $25.00 gift certificate to Lucky 32.


Description:
I went back through the drawing entry forms to see if anyone who was present at the presentation may have joined since 2/22/02.  There have been two people who have joined Ginger Williams on 2/26/02 and John Koontz on 3/15/02.


Description:
I conducted an informal survey of the employees who were present at the presentation on f 2/22/02.  The purpose was to find out why they are not using the services of AFCU.  I received a variety of answers ranging from inconvenient, their financial needs are being met by another financial institution; i.e a bank; and  a few stated that they are just not interested in joining and are quite happy with their current financial services provider.


Description:
Left  a message for new offis meneger Karen about an enrollment.


Description:
Enrollment on 10-17-2003.David and I saw 35 employees(12-current members) with the following results 7 new members,4 checking accounts,2 car loan appl,1 visa appl.


Description:
4/19/00 I met with Katie Browning and left a SEG packet with her. This office is close to our FSC branch. Will follow up in 2 weeks.-KM
5/26/00 I called and left a message for Katie Browning to call me.-KM
6/5/00 I called this office.  Katie Browning is out of the office for the week.-KM

Company:
Wayne Cannon Physical Therapy & Associates


Description:
Ron George and I stopped in to deliver the holiday premium to Katie Browning.  Katie is out of work on maternity leave.  We did leave the premium.


Description:
I talked with Katie Browning.  She is back from maternity leave. She is thinking in terms of a sign-up on 2/16 or 3/2 between 2 & 3 pm.  The format is that employees will come ask us questions.  She will be in touch shortly.-KM


Description:
Karen and I conducted an employee information and enrollment session for the staff.  We saw fourteen employees and we did not receive any completed applications.  The employees asked several good questions and many will probably join.  We took a cookie tray from Food Lion.


Description:
FC & I gave a presentation to this group.  No applications were received.-KM


Description:
Called on Kit Browning who left as I was there for a doctors appointment. Expecting another child any day. Met 2 employees were are AFCU members. Receptionist's husband employed Merrill Lynch (she is not interested in membership). Another employee, Betty, is Mike Knight's neighbor but has had materials at home and just hasn't decided whether or not to join. Our last visit was in April, 01 but employees did not seem interested in pursuing another enrollment. No follow-up planned for this group.


Description:
Received a call from Kit Browning who was interested in our Corporate Card Program, but only if there was a Rewards Program included. She has several employees who received information on the ScoreCard program but not all of them know about it. Mailed several brochures to her attention and asked her to also review our website to get more inrfo.


Description:
4/24/00 Frances Campbell obtained the lead via a business card at the local job fair.  Kim Levinson, the HR Representative, said that this company just acquired other businesses, presumably of the same nature.  There are 130 or so employees.  They are located in the D.C. area; Wilson, NC; Wilmington, NC; Richmond, VA. I have an appointment with Kim on 5/1.-KM
5/1/00 I met with Kim Levinson and gave her a SEG packet.  She was extremely busy.  She said it would likely be 3 to 6 months before they could consider adding RCFCU as a benefit.  I will follow up at end of July. Also, they seem to be acquiring other firms and increasing their staff level. Payroll can be direct deposited and they allow for payroll deduction.  The payroll for companies they have acquired is based in Winston-Salem.-KM


Description:
8/4/00 I left a v. mail for Kim Levinson to let her know that we are very interested in becoming their CU.  Asked her to call me back.-KM


Description:
I held an enrollment at Calvary Baptist for the church staff and also for the teaching staff. Five people stopped by 4 of the 5 are members.  Of those who were members, I referred two to Safe Passage and two others were interested in opening equity lines and one person wants to refinance her auto.  They all commented on the convenience of the ATM on Country Club across from the church.  They also commented on the friendliness of the staff at AFCU. 

I talked with JoAnne Coggins.  She has taken out a car loan with us and is pleased with the product. I advised her that we would like to viist Calvary annually.  I also mentioned that we would like to obtain an employee listing at some point to determine the level of participation-which is something we want to see grow.

It seems that Calvary does now offer direct deposit.  There is confusion about how the forms are to be signed however.  JoAnne said that they can complete a payroll deduction form and indicate that they want the whole check routed to us.  She then has them stop by her office to sign another form.-KM


Description:
Anya Pacyda and I visited Al Fausch and Martha Lennon today. We gave Al a paperclip holder and thanked him for his business. He mentioned that he may want us to participate in his employee orientation sessions. He logged Anya's name etc into his laptop as she will be his contact person for business development.-KM


Description:
I delivered a check to the school.  This was a gift made by Allegacy.-KM


Description:
Called JoAnne regarding checks presented to our office by Sally McQuinn who is leased to Calvary from the Bapt. Southern Convention. Her actual paychecks are drawn on Sun Trust Bank in Atlanta, GA from the N.American Mission Board. Relayed this info. To Leigh Anne Miller. Asked that she memo the file to relate this information.


Description:
called Al to see about employee orientation sessions and also the teacher's meeting. I told him we needed to decide on dates for these sessions.


Description:
Visited Al, he was not in so I left my business card. He called back and told me that he is working with his staff to set up enrollment dates for employees and will get back to me the first of next week.


Description:
called and spoke to Al's wife. She is now his secretary. She is going to call educators and try to determine when teachers will be coming back. She said that they will be on vacation next week and she will mark her calendar to call me on the following week with a date for enrollment.


Description:
received a voice mail from Sharon. She said that Joann Coggins would be coordinating our next enrollment at Calvary sometime in August. She said Joann is getting with the school staff and will call me back at the end of July. Her direct phone number is 714-5436


Description:
scheduled enrollment for school and church staff August 26th . We will be in the angel room. She told me to plan on 50 but probably would only see 30.


Description:
changed actual number of employees. Per Joann Coggins they have 120 full time, 100 part time and 60 seasonal workers. The seasonal workers are kids that work in child camp for the summer.


Description:
Held enrollment. I saw 12 employees. 6 were members. Opened two new memberships, two checking accounts, 1 home equity, 1 car refinance and three safe passage referrals.


Description:
left messag on voice mail, rhonda out until next week, will follow up then-cp


Description:
Talked with Debbie Dobbins in the accounting area.  She is over Rhonda.  John suggested that I call Debbie since Rholda is too busy.  I am mailing packet and will follow up -cp


Description:
Talked with Debbie and she has not had a chance to look at package.  She has been out with flu or tick bite.  Just back today. - cp


Description:
tried to call debbie, there was no answer at the club. - cp


Description:
talked to debbie today and she had talked it over with john, sho said just do it, it doesn't cost anything.  She said she would mail letter next week as the club is closed. - cp


Description:
called to follow up with debbie, she had not sent in her letter as of today.  I faxed another copy and hopefully we should see it by the end of the week. - cp


Description:
saw john scharer, the club manager, and he has signed the letter, should get in mail this week.  We discussed hw we could do presentations.  At morning staff meeting, etc.  I told his about the branch in presbytarian hospital.  He said the best time to come in for presentation would be in a few months when things pick up.  The staff is lean and business is slow and therefore low pay.  - cp


Description:
went to the club for the gray seal puppets puppet show.


Description:
went to the club for a puppet show with connor.  Debbie was their and we met.  She said that the letter for request was in the mail to us. - cp


Description:
dropped off xmas gift for john and debbie dobbins.  Discussed january meeting for initial sign up will let us know when the staff meeting is - cp


Description:
Karen and I conducted an employee signup and information session for the employees.  There were 25 employees present and 4 completed membership applications.  One employee, John Scharer is already a member of the credit union.   Karen and I talked with Rhonda Hawks about payroll concerns.  We did give her Angie Mahaffey's business card and we also gave her Brook's name as a contact to resolve payroll concerns.   

The completed membership applications were taken to the Plaza Branch for the accounts to be opened.  They were hand delivered to Sherry Fulk along with instructions on how to open an account, including the AM, AAR, transactions and she was also instructed to call ChexSystems.


Description:
FC & I held a sign-up session. 4 of 25 signed up.  The manager is already a member of AFCU.-KM


Description:
8/15/00 I attended a meeting with the HLPT re: Fiesta 2000.-KM


Description:
I attended Fiesta 2000 downtown Winston-Salem.  I was on hand to take applications and give out premiums, etc..-KM


Description:
Participated in Fiesta 2003 on Sept 13. Employees involved: Melody Garcia, Gener Martinez, Sandra Valencia, Vanessa Vasquez, Cathy Pace, Cheryl Swaim, and Keri Brown. Premiums taken: 1000 plastic bags, 1000 key chains, 600 chapsticks, 600 sport cylinders, and 1000 pens. Brochures: 1000 Productos y Servicios Financieros brochures, and Irnet/Vigo information.


Description:
I called their office and Gary Newsome the primary contact was out of the office.  I then called Ed Allen of the firm and asked him to call me.  I will follow up on Monday.
3/6/00 I called at 11:29 to speak with Gary Newsom.  Was Advied to call Tues. at 8:30.
3-7-00  Per Gary Newsom, they are affiliated with a Florida credit union.


Description:
Spoke with Gary Newsome who referred me to Mac Donaldson, Greensboro area office.
Tele: 800-275-0021.  Will re-think and call me back.


Description:
Had received two telephone calls from Daniel O'Sullivan (Plaza Bldg.) regarding the local employees joining AFCU. In our conversation today I told him the names of people I had already spoken with and about their refusal to allow credit union participation. He explained that they are now under new management directives and he thinks he can get this done. I will prepare a package and deliver to him when I leave the building today.


Description:
Spoke with Marsha Aldrich who asked that I send a sample letter to her. They also have employees in Charlotte.


Description:
Left another message for Marcia. She seldom returns telephone calls. Will e-mail her if she does not call back.


Description:
Called Marcia to again tell her of the interest her employees in our area have expressed. She said that when she approached her Regional DP previously that he did not comment and that he usually refers employees to Wackenhut's credit union in Florida, Eastern CU.  She declined to give me the name and telephone number of this person but I asked if she would have him refer to our website for information. (She mentioned that he would need to run a D&B.) I wrote another sample letter and Factors to Consider and emailed them to her.


Description:
Received an email from Marcia. They will not be affiliating with Allegacy. No reason given.


Description:
Called LaShawnda Franch. She asked that I call her back on April 4. She will meet with their president. He will not be decision-maker. Will be a joint decision. She said that a lot of credit unions had sent them packages. I stressed our service.  Will follow-up.


Description:
Called L. France.  Company has a new plant manager who refuses to consider credit union benefits for employees.


Description:
Problems with payroll company.,cannot do direct deposit. Company banks with FUNB. Offered to explore costs of ACH. Reluctant to switch payroll from their accounting firm.  Will follow-up.


Description:
Spoke with Frank Miller to see if he and Terry had made decisions about ach, etc. He said that as long as his father is alive they will probably not break their ties with EH Cannon who does their accounting and payrolls. Since Cannon does so few payrolls they will not consider adding ach, direct deposit, etc.  Frank said that he can see the benefit and will certainly keep this in mind for the future.  Will move to Lost account for now.


Description:
Received a telephone call from Ken Kline. They considered offering an outside cr un but corporate decision made not to allow any outside vendors.  Employees can use corp. cu. Complimented us on our product but cannot allow at this time.


Description:
3/6/00  Obtained an appt for 3/14 at 1:30pm.
3/14/00  Met with Kathy Doyle.  She asked that we check back in 2 weeks. She sounds interested.-KM
4/3/00-Called Kathy Doyle. She is interested in this and asked that I call back on 4/10.
4/18/00 Talked with Kathy today.  She said this is something they want to do.  Asked that I call back 5/15.-KM


Description:
I met with Christa Holt.  She said that they now have 41 employees and she needs more packets.  I told her about our CUABS and encouraged her to attend the SEG luncheon.-KM


Description:
I delivered 10 packets per Christa's request. This is not a qualified visit.-KM


Description:
7/20/00 I reviewed the packet with Crystal Smith.  She advised on the initial call that they do web design for RJR. She thinks that a survey would be beneficial. A follow up letter and survey was sent out.-KM


Description:
8/16/00 I followed up with Crystal.  It’s okay to check with her at the end of September.  They need more time to survey their employees.-KM


Description:
10/5/00 I called Crystal.  She needs to check with 2 more of the 4 partners.  She said that I should call back in 3 weeks.-KM


Description:
I voice-mailed Crystal Smith to ask her of the company's decision.-KM


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


Description:
Crsytal said that they are introducing a new benefit next week.  As far as the decision making process, she presents this offer to the partners and then they decide.  Her husband works for Wachovia and I feel that this decision has been unduly delayed.  I will continue to work on this, however.-KM


Description:
I left a message for Crystal Smith to call me re: their decision.  If there is no response in a month, mark as lost.-KM


Description:
I received a call from Crystal Smith.  She apologized for taking so long to call back.  She said that they had just implemented a 401-K plan and could now concentrate on the cu. I mailed her a new package.  I will contact her in a month.-KM


Description:
participated with karen and ana at the veterans administration.  Mostly information distributed to 12 people.  Many already members from the merger and are members of salvaho.  Took 3 applications. - cp


Description:
Cathy Powell, Ana Larson and I held a presentation and sign-up session.  There were 12 attendees.  3 people signed-up, most of the others were already members who stopped by to learn more about our products and services.-KM


Description:
Went to a new hire orientation with Pat Stover from the federal building. There were 27 in attendace, five were already AFCU members. Tracy Duncan did presentation on Safe Passage and I did AFCU. Signed up 8 new members, 2 checking accounts, 3 car loans, 2 safe passage referrals. We had drawing for Wal Mart gift card. In future Pat Stover will attend sessions and prmote the credit union


Description:
Spoke with Pat Stover regarding handling of new accounts when she attends orientation. I told her that Darryl requested all new applications to Call Center and the logic of tracking. She understands but wants numbers for her branch. I suggested she let me know when she attends the next session and I will be happy to discuss. I also asked her to look at Business Development on Grapevine to order the premiums she plans to use and to call for the materials she will need.


Description:
Robert called in per our add in sharelines.  He has been a member for years.  He was formerly with dental care and started this business in 1990.  He makes removable dental prosthics.  Has 10 employees and ahas direct deposit capabilities but no one uses it.  Loves the credit union and wnts it for his employees. - cp


Description:
received letter in for addition to fom. - cp


Description:
09/29/00 I held a sign-up session for this group. 5 people are members, 4 others signed up and one person was on vacatioN.  I called Angie Mehaffey today & left a voice mail asking her to call Bob Monroe about payroll deduction and direct deposit.-KM


Description:
Talked to Robert about attending the luncheon. He said that he will have people on vacation and cannot attend.


Description:
I stopped in to deliver the holiday premium and to meet Bob.  He was out of the office, but I was able to talk with his wife Sandy who was able to bring me up to date on the business.  She stated that currently there are nine employees.  They have been in business since 1992 and she joined him there in 1997.  Both are former WS Dental Care employees.  She stated that they provide services for dentists as far away as Asheville.  Business is robust.


Description:
This information was entered in error and is deleted.-KM


Description:
I met with Candace Pegram to deliver the holdiay premium.  She needs 30 new packets.  She said that they have a high turnover rate.-KM


Description:
I called to get Celeste's email address.  I asked if she is in need of any supplies at this time.  She stated that she will ask Dr. Barabe and will get back with me.


Description:
Called Celeste Lyon to see if there was a problem with AFCU since their employees's balances feel below $5.00. (I noted that one of their employees had filed Bankruptcy and that there would be a large chargeoff. I thought perhaps she had talked badly about AFCU). Dr. Barabe put the initial deposit of $5.00 in every employee's account and since they do not have payroll deduction or direct deposit, there was no further activity and we apparently withdrew $5.00 from each account because of inactivity. Celeste will speak with her coworkers to see if they have an interest in getting involved with us and will bring those balances up. I want to spend some time with them and see if we can generate some loans, checking accts., etc.
Will follow up.


Description:
CALLED CELESTE LYON ABAUT LUNCH AND PRESENT. FOR EMPLOYEES.    CELESTE  WILL CALL BACK ABOUT DAY AND TIME.


Description:
Visit Celeste--deliver Allegacy premium-I asked Celest if it would be possible for me to come out this spring and talk with emp. About the services and benefits available through AFCU.


Description:
9/8/00 They are interested in adding such a benefit.  They want a credit union, however, that can include all of their employees.  They are HQ'd in Virginina Beach, VA.  They have an office in WS and will be located in the new .commerce plaza on 4th street-downtown WS along with eDesigner Source and 7Consulting Inc. These latter two companies are leads of ours.-KM


Description:
9/11/00 Lena Caporaletti called to say that they only want a CU that can serve all of their employees.  We discussed this in depth.  However, she said that they do not want to pursue affiliating with us.-KM


Description:
I talked with one of the owners, David Cecil about offering the benefit of the credit union to their employess.  They currently have 25 employees and approximately 85% of their work comes from government contracts.  They are a $1 million company.  The company was established in 1992.  I extended an offer to David that if he should consider offering the benefit to the employees to please consider RCFCU.  The company specializes in custom cases.  Directions to the office:  I-40 East to Hwy 311 to High Point continue on to Westchester Drive.  Turn right on Westchester Drive and continue straight approximately five miles to Green Street turn right (Patrician Furniture will be on the right).  Go approximately one mile across Business 85 at the first light turn left on Uwharrie continue through two right curves at the second right on Porter the building is in the cul de sac.  The name is Omega Cases or Deep River Industrial Products, Inc.  1024 Porter Street; High Point, NC.


Description:
Jim Fisk who is a contract at RJR requested information on how the company could become involved in the credit union.  I talked with Jim and he gave me Terri Fergusson's number in Columbia, SC.  Terri and I talked and she was very enthusiatic about offering the benefit to the staff.  They currently have 96 employees.  They provide contract IT services to major corporations in seven states; NC, SC, TX, KY, VA. NJ, GA.  The company was established in 1989 and the average income of the employees is between $60K to $80K.  The average age of the employees is 45.


Description:
Terri called me to inform me that the president of the company is not in favor affiliating with the credit union.


Description:
met with Boyd Grier to discuss joining rcfcu.  The company has been in business since 1967.  Started out as carco and merged with pruden to make vp buildings.  They manufacture prefab steel buildings.  Mainly for strip malls, churches and other 1-2 story bulidings.  They have 370 employees with 170 union who have the Teamsters Credit Union.  The other 200 are mainly located in kernersville.  They are headquartered in memphis TN and are paid from k'ville.  They are paid semi monthly(15&last day) and weekly on Friday and have ach payroll. The average age is 40 and average income is 35k. Looks good. - cp


Description:
Spoke with Boyd Grier about their overlap situation with Team & Wheel FCU.  Juanita Brewer of T&W is upset that we asked for an overlap. She said it will hurt her credit union even though she does not know how many members she has from that group. I suggested we just apply to NCUA for the non-union employees at this time since Juanita said she was going to "sit on this one" which would cause a major delay.  Mr Grier agreed. Received his letter on 10-4-00.  CSK


Description:
Ana, Cathy, Karen and I conducted an employee orientation and signup for the employees.  We had three drawings, one for each of the sessions that were held.  The payroll contact person is Chip Jackson.


Description:
initial sigh up with ana, frances and karen- cp


Description:
Carol was notified that this company filed Chapter 11.  Will speak with Darryl to see how or if we notify our loan officers.


Description:
Spoke with Boyd Grier regarding word that VP Bldgs. Had filed Chapter 11. Their parent company, LTV Steel filed a petition for Chapter 11. VP is a subsidiary and is profitable and he feels that they will be okay. VP Bldgs. Is for sale and he thinks some other company will soon buy them out but they expect to stay where they are. They are getting ready for a seasonal layoff of union employees in the plant but they usually do this early each year. He said that LTV has been granted a $650 million line of credit to continue operating for now. LTV's profitability has been hampered by large amounts of steel dumped that is imported, primarily from Japan.  Mr. Grier feel that their payroll deduction can continue and he does not see a major problem with VPBlds continuting as it is.  I asked him to provide feedback if he hears anything and I also asked him to allow us to come in sometime in the spring for a re-enrollment.  He said when our materials reflected our new name to send him some new packets of information for new hires.


Description:
SPOKE TO BOYD GRIER ON THE TELEPHONE AND HE WAS INQUIRING ON HOW TO GET HIS UNION EMPLOYEES ELIGIBILITY FOR AFCU. I EXPLAINED TO HIM I WOULD DISCUSS WITH CAROL KNOUSE.


Description:
DROPPED OFF HOLIDAY PREMIUM - BOYD NOT AVAILABLE TO MEET WITH ME


Description:
SENT POSTER TO ADVERTISE OPENING OF FINANCIAL CENTER


Description:
SENT LETTER TO GET CURRENT EMPLOYEE INFORMATION FROM BOYD. RECEIVED LETTER BACK WITH 274 EMPLOYEES TOTAL COUNTING UNION WHICH ARE NOT YET ELIGIBLE.


Description:
I delivered a holiday premium to Beth Binkley and asked that we be alllowed to attend their next staff meeting or be provided with a list of employees so that we could do a direct mail.  I will need to follow up with her.  She seemed to be in favor of the latter idea.-KM


Description:
I left a message for Beth Binkley to call me back re: AFCU holding a presentation for this company.  Ana Larson has called several times in the interim and received no reply from Beth.  It appears that a credit union is not a valued benefit by Beers Construction.-KM


Description:
I did receive a call back from Beth Binkley.  She said that the staff is now at 270.  There are 60 people at their home office on Sunnynoll. They want us to hold sign-ups over the course of 2 days-2/14 & 2/15.  The former date we will be there between 3:00-5:00 pm and the latter date between 8:00-10:00 am. The office staff will meet with us one on one, not as a group.  There are 25 superintendents and we need to have 210 packets to leave plus enough for the staff and extras for new hires and for Binkley Electric. I will confirm who is to be the SEG representative, it may be Linda White-the payroll rep..I asked Ana Larson to have 300 packets made.-KM


Description:
Beth called.  She did say that she had received the e-mail.  She wants 400 packets total.  She wants 280 by this coming up Monday. I will deliver these. We expect to see 60 people at the two sign up sessions on 2/14 and 2/15.  She wants to have an extra amount on hand for new hires. We will need to wait on the LifeStages to come in before we will be able to deliver the rest.-KM


Description:
Brooke Walsworth and I delivered 200 packets to them. Beth Binkley advised that the Atlanta office said that Beers will allow a payroll deduction and a direct deposit to two different institutions.  She said that this will be tested first before it is made known to the staff.  For now, they will not offer payroll deduction.  If the employee wants to have direct deposit to AFCU, they can do that.-KM


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


Description:
Frances Campbell and I held a sign up session.  A total of 28 accounts were opened over the course of 2/14 & 2/15.-KM


Description:
Carol Knouse, Karen Morgan and I conducted an employee signup and information session for the staff.


Description:
Karen Morgan and I conducted a signup and information session for the staff.


Description:
I called Beth to confirm that it is permissible to email information regarding AFCU promotions.  I left a message on voicemail.


Description:
Received call from Linda White 759-7800. Left message for her to call me back.


Description:
Received a call from Linda White 759-7800. This company is headquartered in Atlanta and is interested in us being their credit union for their entire company. (More than 3000 employees).
Explained NCUA qualifications. She asked is we were exploring moving into the Atlanta area. I told her I would check and get back to her. (About 2,000 employees in Atlanta alone. Others in Charlotte, Las Vegas, and other Southeast areas.)


Description:
After receiving an e-mail message from C.Pace I left Linda White a message to let her know that we do not have plans to put a service center in the Atlanta area. Without that, we cannot take into our FOM the headquartered employees of Beers.


Description:
I met with Beth Binkly to give her the holiday premium.  I promoted our CUABS.  She said they have 225 on staff. I offered that if they have an intranet that we could have a link installed to our web site.  I asked that if she was interested in this to please let me know.-KM


Description:
Received a call from Linda White who requested we send or deliver to her about 30 packages of information. Will follow-up.


Description:
I stopped by to deliver 25 new membership packets for Linda White.


Description:
I received a call from Linda who was asking who would be the contact person to add a company to the field of membership of AFCU.  I told her that she should call Carol and gave her Carol's number.  She did not give me any of the specifics of the party who is interested in affiliating with AFCU.  

I asked how things were going since the merger she stated that headcount has decreased to 220.  She said "you know how mergers go.  We hope that we will be able to maintain business as we have in the past".


Description:
Karen Morgan noticed that "Beers" had been removed from signage at their office and said that maybe their name had changed. I called Scott Shadoan who confirmed that the name changed effective Jan. 1 2003. He will email a notice to allow me to proceed with a name change. He will also verify an employee listing that I will email to him. 
I requested an enrollment and he asked that I call Linda White to make that happen. Will follow-up.


Description:
Mailed 500 packets to HR for their benefits enrollment. Kobe runs three shifts and they decided that they wanted a mailing.-KM


Description:
Cathy and I conducted an employee signup for the Aramark dock employees.  There were 10 employees present and all completed membership applications.  Two other employees who were present are already members.


Description:
9/14/00 I assisted with a sign-up session for Aramark employees at Tobaccoville.-KM


Description:
I held a sign-up session at Whitaker Park.-KM


Description:
I also assisted with the sign-up session at R&D along with Frances Campbell.-KM


Description:
I assisted with the sign-up session for this group.-KM


Description:
participated in the plaza sign up.  Saw 40 signed up 38. - cp


Description:
Ana, Carol, Cathy, Karen, and I conducted an employee signup for the Aramark housekeeping staff.  We received 38 new member applications.


Description:
I called Jim Buck to get clarification regarding payroll deduction for Aramark employees.  It definitely is not available per Jim via the home office in Philadelphia.  The company allows union employees a deduction for union dues, United Way, and of course taxes and garnishments.  It will not allow weekly deductions for a savings account.


Description:
I called Jim Buck to ask if there was a way that the Aramark employees could be notified regarding the inability to initiate payroll deductions.  He stated that as soon as he was informed the information was passed on to the supervisors for it to be relayed to the employees.  He also stated that the employees were informed that the problem was an Aramark problem not an RCFCU problem.


Description:
I calld to mr.Parrish abaut miting. I wiil call him on  01-28-2003 and visit  him at RJR bilding


Description:
I met mr. Herrel Parrish on 6th and Vine Streets office.We are tolk about Allegacy credit union benefits. He and oll his family will  joint credit union this week!!!      I will mail p/w "Are you missing on an important employee benefit?''(to pay stub),new member pakets,br.


Description:
I  deliver the new membership appl,  info  p/w for paystub to mr.Parrish assistant.


Description:
3/2/00  Mailed SEG packet.  Will follow up 3/16.-KM
3/22/00 Followed up with this company.  Linda Saition is no longer with them.  Advised to call back next week and ask for Scott Blankenship.
4/3/00-Talked with Scott Blankenship.  Ok'd me to drop off a packet on Friday-he cannot meet with me face to face.-KM
4/7/00 - I met with Scott face to face briefly on Friday and went over the contents of the package.  Will follow up within the next 2 weeks.-KM
5/15/00 I spoke with Scott Blakenship.  He said to check back in 1 week.  He said it looks favorable. -KM
6/5/00 I called Scott Blakenship to find out if a decision had been reached.  He just returned from vacation-said it would be ok to call in a week.-KM


Description:
;7/7/00 I spoke with Scott Blakenship.  He said that another CU that they are considering has lower fees & higher rates. He would not state who the competition is.  I stressed our share products, premium checking, money market, mortgages, equity lines, etc.. I offered to do a product by product comparison if he can forward the other CU's material.  He did say that the other CU does not offer mortgages.-KM


Description:
I have an appt with Randall Brumett. I need to confirm his title.  Scott is no longer employed there.-KM


Description:
I met with Randall Brummett today.  His company should make a decision within the  next 2 weeks.-KM


Description:
Randall has not made an effort to share the information with the decision makers.  He wants to survey the staff.  He expects that there will be little interest. They have eight employees in Virginia.  He does not think that this will be convenient for them. I will e-mail a survey to him and he plans to put it with the paychecks which will be distributed on Friday.  I will check with him afterwards.-KM


Description:
I called Randall.  He said that the survey showed that they did indeed have interest in having a credit union.  He will fax the letter to join AFCU.-KM


Description:
10/17/00 I delivered a package for Judy Hartley. I talked with one of her associates.  I will check with Judy later.-KM


Description:
I left a message for Judy Hartley to return my call.-KM


Description:
Judy Hartley called back to say that Dr. Newton had not looked at the package yet.  She will try to have him review it and let us know within the next two weeks whether they will affiliate.  She will also pass the package onto Dr. Shaw's office which employs 5 people.  They share the office building with Dr. Newton.-KM


Description:
I left a message for Judy Hartley to call me re: their decision to affiliate.-KM


Description:
10/20/00 I visited the business office in the Albert Hall building on Chestnut Street.  They have offered two other credit unions to their employees.  There was very little interest.  Jennifer does not remember whether they sent a formal letter of request to a credit union to become an affiliate, but she did say that two people had joined one of the two credit unions they had offered.  Stratapult does plan to acquire another company.  Jennifer speculates that they will have 50 employees possibly by the end of first quarter 2001 via an acquisition.-KM


Description:
I left a message for Jen Lytle to call me re: affiliating.-KM


Description:
Jennifer Lytle said that Stratapult has been bought by Inmar.  I called Inmar Enterprises. They answered the phone, Carolina Services. They are located behind our mortgage department on North Point Blvd.  They are affiliated with Truliant CU.-KM


Description:
I had a sales call scheduled with  Betsy Hamilton and she asked Phyllis Brown to join us.  I relayed the sales pitch to both of them.  They felt that credit union membership is a no brainer.  Phyllis is already a member through the merger with VA Employees Credit Union.  Phyllis is the sister of Susan Clapp who is the Diversity Director at RJRT.  I suggested that they consider making the initial deposit to each employee's account.  They both felt that was a good idea.   I left the letter of request with Phyllis to be completed on their letterhead and returned to me via fax or mail.


Description:
Lisa Southard and I stopped in to deliver holiday premiums for Phyllis Brown, Judy Russell, and Betsy Hamilton.  We did talk with Phyllis, she is very supportive of the credit union.


Description:
Lisa Southard and I conducted an employee presentation and new member signup for the staff.  We had 100% participation, the agency agreed to fund memberships for all employees who were not already RCFCU members.


Description:
SPOKE TO PHYLLIS SHE NEEDS 4 PACKETS SHE HAS TWO NEW EMPLOYEES COMING ON BOARD.  LISA


Description:
DELIVERED 5 PACKETS AND BUSINESS CARD HOLDER AND CARDS. LISA[


Description:
I stopped in to deliver the holiday premium for Phyllis Brown.  Phyllis was out of the office.  I left the premium with one of her coworkers to be placed on her desk.


Description:
I met Susie Cook for Lunch update information concernig new employees and business acct, I will contact her at the end of summer concerning enrollment.


Description:
10/27/00 I met with Natalie Lemons today.  They are trying to begin direct deposit through Wachovia.  She is unclear whether payroll deduction is ACH or not.  We discussed exception payroll.  I advised her that Angie Mehaffey would contact her to discuss payroll issues.  Natalie had discussed affiliation with  Shelia Hutchens at a local job fair. Natalie had been with Salemtowne and was aware of RCFCU as they are one of our affiliates.-KM


Description:
Directions: From 52 North exit onto Germanton Rd. Take a left onto Germanton Rd.  Continue on for several miles heading to Horizons Park.  At the flashing light take a right onto Industrial School Rd. Turn left onto Horizons Lane. This is across from the park. Go to the Administrative office.-KM


Description:
I was talking with Heather Allen about another SEG and was advised that Horizons is trying to implement direct deposit.  Also, they do not wish to have us do anything until February.  I called Natalie Lemons to discuss this.  They will be meeting with Wachovia, their commercial bank, during the last week of January. Natalie will contact me soon to advise when they will have some information.  She wants to go ahead and have the request to affiliate presented to our board by the February 20th meeting.-KM


Description:
12/4/00 I talked with Kim (last name?)-she said that they currently have 65 employees.  She does not know whether they will add staff or not.-KM


Description:
I left a message for Mike Durham and emphasized our new FSC at N. Patterson.  I asked that he call back re: status of their decision.-KM


Description:
I left a voice mail for Mike Durham. I gave him some information about ShareBuilder. I hope to meet with him soon about Stantec affiliating with AFCU.-KM


Description:
Mr. Durham is out of the office until Monday.-KM


Description:
Denna Hudson at Whitaker Park spoke with an employee of this company who requested information relative to affiliation. I called Joann Smart, HR and discussed this. She was unaware but will accept the information and speak with others to see how this might work for them. This affiliation would only be for the local W-S employees.


Description:
Kelvin Boyeete, our servicing manager in Charlotte advised that Murray Supply would be opeing an office in Hickory. Kelvin handled the enrollment at the Charlotte office.  He said that their office is a couple of miles from our financial center there.  I called Craig Murray to let him know that we could mail those folks information about the credit union.  He said to call back in a couple of months after they have settled in.  Per Craig, four employees of Murray are working out of Winston relative to the Hickory office. He said that they have been advised that they can join the credit union.  I told him that we would be sending some information soon for their employee handbook. I also advised him about our lowest available car loan rate of 6%. I have calendared the call back to Craig.-KM


Description:
I called and talked with Craig Murray.  I was able to schedule a re-enrollment for Thursday, December 13th from 11:00 a.m. to 1:00 p.m.  I told him that I would send posters announcing the re-enrollment.


Description:
I conducted an enrollment and information session for the staff.  I saw three employees and received one completed membership application and one mortgage referral.  

I did not conduct a drawing for the Village Tavern gift certificate since I saw so few employees.


Description:
I stopped by to drop off posters for Craig Murray.  The posters were to announce my visit on Thursday, December 13th.


Description:
Craig Murray furnished the employee list of his staff.  A mailing went out on 3/15 to all of MSC's staff who were not members of AFCU-69 people.-KM


Description:
4/24/00 I met with Lenore Pless.  This agency is currently served by SECU and Forsyth County Employees CU.  She is interested in RCFCU.  I gave her a SEG packet.  She will meet with the director of the agency on 4/25/00. I will follow up with her in 2 weeks.-KM
5/26/00 I left a message for Lenore.  She is away from the office.  I will follow up in June.-KM
6/5/00 I spoke with Lenore Pless.  She said the agency is looking at developing a policy re: benefits.  She asked that I check back in 6 weeks.-KM


Description:
8/4/00 I sent Lenore Pless an e-mail re: follow up on joining RCFCU.-KM


Description:
10/9/00 I e-mailed Lenore Pless to find out if they were still considering us.-KM


Description:
I voice mailed Lenore Pless.  I requested that she advise me of the status of their decision. She seemed evasive during our last communication. This lead needs to be resolved.-KM


Description:
Lenore Pless called to say they will not be making any changes to their benefits for several months.  She did say that I could call at the end of March to discuss AFCU.-KM


Description:
Lenore Pless said they have not decided whether they will offer AFCU as a benefit or not. They will meet next week and she will mention that I would like to give a presentation to the decision makers.  I will call her around 5/8 to find out if this is acceptable.-KM


Description:
Lenore Pless has not talked with the decision makers but says that she will do so next week and let me know their decision.-KM


Description:
I left a voice mail for Lenore to let me know the status.  If I do not receive a response, I will mark this as lost.-KM


Description:
4/25/00 I talked with Mr. Mark Crotts about his firm joining RCFCU.  He requested that I send him a packet.  His son is handling the decision on matters of this sort.  I will check back with them in two weeks.-KM


Description:
7/3/00 I left a message for Mr. Crotts to let me know what his decision is about joining the CU.-KM


Description:
8/4/00 Mark Crotts said that they are not interested. I advised him that if he changes his mind to call me.-KM


Description:
Carol Knouse, Karen Trower and I met with the staff at the Charlotte Regional Office to apprise them of the services available through RCFCU.  There were 14 people at the meeting, six are currently members and we received five new membership applications at the close of the signup.  Jean Stillman who arranged the meeting has invited us back to attend a regional meeting scheduled for July.


Description:
I talked with Jean Stillman who requested membership packets for her upcoming trip to Roanoke.  She will be stopping at the Greensboro branch and will pick up the packets there.


Description:
I talked with Dale Joncas who requested a representative from Safe Passage to deliver information for the staff in the Charlotte office.  I called William Blakeley who was in New Jersey.  I was able to reach Mark Stevens and he stated that he is available to go to Charlotte on July 11th.


Description:
I delivered 20 new membership packets to the Greensboro Nabiso Branch.  The directions to this branch are as follows:  I-40 East to the Airport Exit.  Continur South on Hwy 28 to Piedmont Parkway.  Turn left into Piedmont Industrial Park continue to the end of Piedmont Parkway to the intersection with Tarrant Road (there will be a flashing light and a stop sign).  Turn right onto Tarrant Road, the office is the third building on the right, 1130 Tarrant Road.  The phone number is:  336-254-7713.  Amy and Barbara work in this office.


Description:
I received a note from Cathy Pace regarding a conversation that she had with Nancy Wilson from the Houston office.  I returned Nancy's call and discussed with her what Business Development has to offer her group.  She had received an email from Jean Stillman about the visit to Charlotte.  She is interested in providing similar information to her employees in the Houstan area.  She is the HR Manager for OK, TX, NM, and there are some other states involved.  She requested a packet of information.  This information was mailed on 7-5-00 after the updated quarterly information was received.  Nancy's address is:  12707 N Freeway
Suite 230, Houston, TX  77060.  The phone number is:  281-873-5240, ext. 3532.


Description:
Prepared 200 new membership packets to be sent to Nabisco in NJ.


Description:
Carol and I attended the Regional HR Managers meeting at the Charlotte Branch.  We were able to meet with nine of the HR managers from the southeast region.  We informed them of the value of the benefit of the credit union.


Description:
I received an email from Tahirah Wilson requesting 160 packets.  I sent via Airborne Express 120 packets.  This was all the packets that we have prepared at this time.  I will call on her while we are in NJ and will leave any remaining packets with her.


Description:
traveled with safe passage to visit nabisco charlotte employees.  Met with 4 employees 2 I talked to about mortgage and worked up payment on different mortgage types.  I aslo put them in touch with lenders.  I mortgage will be a 2nd home and the other is an affordable mortgage.  - cp


Description:
participated in the sign ups for the nabisco group at the east hanover locations


Description:
participated in the tech center sign ups for east hanover. Combined locations we saw 144 people.


Description:
paticipated in the wikles barre sign ups for nabisco - cp


Description:
participated in the parssippany sign ups in the p1 location. - cp


Description:
participated in the parsippany nabisco sign ups for nabisco. - cp


Description:
Carol and I conducted employee presentations for the staff at the East Hanover branch during the afternoon session.


Description:
Cathy and I conducted employee signups at the East Hanover Technology Center during the morning session.


Description:
Carol, Cathy, and I conducted employee signups for the Nabisco staff at Wilkes Barre.  We did meet Dennis Toomey who is the Director of HR at the Wilkes Barre facility.


Description:
I conducted an employee signup at the Parsippany P3 office of Nabisco during the morning.


Description:
I conducted an employee signup for the employees at the Parsippany P3 location.


Description:
left message for executive director sandy seber.


Description:
met with executive director, sandy seaber and they are not with a creidt union.  They have 16 employees and are paid monthly on the lasti working day.  Looks good. - cp


Description:
left message for sandy on voice mail for letter - cp


Description:
did initial; sign up for 12 people and 6 signed up- cp


Description:
I left a message in their general delivery voice mail box. I offered to hold another sign up session.-KM


Description:
I talked with Sue Knipple about having Valerie Williams available to work at AFCU.  Sue mentioned how much she enjoyed the luncheon and the fact that she is not a credit union member.  She stated that she would like to get some information on the credit union.  I told her that I would be glad to bring her the information and go over the packet so that she would be familiar with it and be able to better discuss it with new employees.  An appointment was scheduled for Friday, May 25th at 11:15 a.m.


Description:
Ditto the previous notes.  I called again and he is out of the office today.-KM


Description:
Held enrollment session. Saw 7 employees.5 were members. Signed up new member account for the doctor I saw. Brought Pizza, popcorn, pens and badge holders.


Description:
Napolean and I visited the staff and brought Pizza for lunch. We saw 15 staff members. 4 of which were already members. We were able to setup appointments with Napolean and he developed relationships with them. BirdieJackson also agreed for Napolean to attend the new hire orientation for just physicians. This session was very relaxed and they asked many questions. Dr. Hogsette called his wife and told her Napolean would be calling her to discuss their finances. Dr Pinkerton is working on refinancing his mortgaage so he can do a major construciton project. Dr Agrawal asked if it would be OK for her to call me directly when she had time.


Description:
Received a call from Tim Jarrell who said that Jane Williams at this company wanted to talk with me about credit union affiliatiion. She also wants me to meet with her employees on July 25 at 8:00 to talk about the credit union. I mailed a package of information to her today and left a message for her to call me when she received it so that we could meet to discuss.

Company:
Curly's Harley Davidson of Winston Salem


Description:
Planned and attended the initial enrollment event for their employees with the following results: B W and A P saw  16 people / 16 new members, / 9 checking accounts. Gave popcorn, chapstick and pens to members.


Description:
Received a call from Amy Rowe who is looking for a credit union for their employees and students. Highest interest is in student loans. Called Perry Crutchfield to see if their needs could be met. Also emailed Keen McHugh to have him visit with Amy to "sell" AFCU on other products and services.


Description:
Amy called Teresa Richards to speak with her about student loans. Teresa gave her the primary policies and referred back to me to further discuss. Perry out and no word until Monday.


Description:
Spoke with Perry about their request. No apparent way that we can assist with her student loan request. Relayed this information to Amy via voicemail. Suggested she wait to speak with Keen later this week about the entire AFCU package.


Description:
Email to Keen to bring him up to date on conversations relative to student loans.


Description:
Received a call from Leesa Rice, Marketing Director, who is already a member at AFCU. She lives in Concord and works from home but the company headquarters is in Cary. (Qualify them thru Truliant's Outlet office in Cary). Mailed package to Leesa at her home address.


Description:
Randi Hester at Plaza called to see if this organization could open a business account. I explained that they are not currently a SEG but asked her to have her contact call me to discuss this possibility. I spoke with Tonya Matthews who is the outgoing Treasurer and explained the benefits. She is thrilled and thinks that this will work for them. She told me about a lengthy list of projects and purposes. This sounds like a wonderful association that provides a wide range of benefits to its members. Mailed a package to Randi in interoffice mail who will call Tonya to pick up.

Company:
ABWA (American Business Women's Association)


Description:
Tonya called to say that she had been requested to meet with the executive committee tonight to discuss possible affiliation. She thinks that there is no problem and she wanted to know how to complete the paperwork. I reminded her about the charter amendment and the bylaws. She said that their president and treasurer are excited about the opportunity. The next meeting of members is August 5 and she hopes to have the paperwork to me immediately after that.


Description:
Called Tonya who said that everything had been approved and that she should have the paperwork to me on Wednesday, Aug. 20.


Description:
Anya and I held enrollment session at 5:45 pm. We saw 16 of association. 8 were already members and we opened 3 new memberships. We gave them popcorn, pens and chapstick.


Description:
Visited with Tara Maxwell, Director,  and Billie Albert, Asst. Director. To discuss affiliation and our business services package. Spoke with Dave Solomon relative to their insurance program. Billie files their FICA deposit over the telephone and will need to change ABA numbers if they move their checking account to Allegacy. Completed survey and will probably get their savings, checking, and perhaps a money market. They already are affiliated with Truliant.


Description:
I returned a call to Carolyn Moran.  She requested 30 to 40 new membership packets.  These packets need to be delivered during the week of March 5th.


Description:
Lisa called and spoke with Mel Murray.  Mel stated that he does not need any supplies at this time.  He will call either Lisa or Frances if he needs any supplies.


Description:
Lisa delivered the holiday premium.  They do not need any supplies at this time.  She did talk with Mel about the Patterson Avenue Branch opening and the services offered through this location.  Mel is very pleased.


Description:
I called to talk with Mel Murray about credit union membership for the staff and employees.  We will sit down and talk about how to increase membership on Tuesday, February 6 at 10:00 a.m.


Description:
I met with Mel Murray to discuss how we can increase membership among their employees.  He stated that they still have approximately 1,000 employees.  The requirement for employees to be eligible for benefits such as the credit union and their 401K Plan is the employee must have 1000 hours of service with TR.  Mel  stated that very few employees reach this level.  The average number of hours worked by a TR Employee last year was 335.  There is a tremendous amount of turnover among these employees.  He commented that they are scraping the bottom of the barrel and that we probably do not want these people as credit union members.  They do not offer direct deposit and payroll deduction for the hourly employees. Direct deposit is mandatory for the staff.  Thirteen of the 40 staff employees have a deduction to AFCU.  They do have a staff meeting the last Friday of each month at 8:30 a.m.  I told Mel that I would bring either doughnuts or biscuits for the staff at the February 23rd meeting.  I was also able to meet the owner of the agency Kathy Lineberry, who is a close friend to Alesia Turner.


Description:
I mailed a thank you letter and posters to be displayed regarding the upcoming information and signup scheduled for Friday, February 23rd.


Description:
I conducted an employee information and re-enrollement session for the employees during their monthly staff meeting.  There were 17 employees present and nine are members.  I took party biscuits from Biscuitville.


Description:
I stopped in to deliver the holiday premium and to see Mel Murray.  Mel stated that business is currently slow and that they used 1100 fewer temps in the year 2001 than was used in 2000.  They are effected greatly by what is taking place in the businesses that they service.  He is optimistic about the service that they will provide to the business community during the year 2002.


Description:
I called Mel to ask if it would possible to obtain an employee listing and/or get the names and social security numbers of those employees who are active users of AFCU.  He stated that the agency currently employs about 850 people, of which approximately 34 are in the administrative office.  They must complete 1000 hours of employment or 1 year of service to be eligible for the credit union and 401K benefits.  I told him that I would provide him with a copy of our records stating who is an AFCU member for him to cross reference so that we can update our records.  

I told him that I would get him some updated membership materials.   I also mentioned to him that we were currently working on a payroll stuffer and that I would be glad to provide him with copies of the stuffer.  He can use these when he notifies employees who have become eligible for membership.  During our conversation he stated that once per quarter he notifies those employees who have met and/or exceeded the requirements.


Description:
I stopped by to deliver the requested new membership packets to Mel Murray.  Mel also had old materials with the RCFCU name that I collected and destroyed.  He stated that at the end of August he would need about 1,000 payroll stuffers.  He does not have a method for tracking precisely which employees are eligible for 401K and credit union benefits after 1000 hours of service.  He will place a stuffer in each employees pay envelope and those employees who are eligible will be able to sign up for either and/or both benefits.  

I have talked with Molly and she is going to attempt to get an estimate of the cost for printing this number.


Description:
According to an article in The Business Journal, Temp. Resources, Inc. Is the 3rd largest temp. Placement firm in the Triad. 2001 revenue 20.3 million. It mentioned management as Julia Yeargon, Rita Bottoms, Gina Brown, Sara Keville, and Mel Murray.


Description:
I called Mr. Mel Murray and we discussed enrollment for his employees.He would like to have his employees qualify for membership,only after they work 1000 hours. Many of his employees speask Spanish so i offerd Melody Garcias' phone number.I will call to him about miting with Supervisors.


Description:
Received a call from Kim Beauchamp who has just returned  to work at Temp. Resources. Kim left about 5 years ago on maternity leave and worked for someone else until recently. She has 2 employees who want to join AFCU but she has no membership packets. I will have packets delivered on Monday of next week. I asked Kim to go online and have them complete their applications or to advise them to stop by one of our offices to join.


Description:
Visited with Kim Beauchamp who has just returned to this company. She will be doing HR responsibilities and Mel Murray will spend most of his time with financials. Kim is our new SEG REP. Delivered new member packets to her.


Description:
Received call from Kim who said that they have 70-80 employees who workon-site at GMAC and who have asked if the company would consider adding Truliant to their benefits program. She wanted to know if that would be legal and ethical. I told her "yes" to both issues. We also discussed ATM access, Shared Service Centers, etc. Then she said that they are considering mandating direct deposit but only thru a plastic card. One option is a Pin-based debit card (which they prefer) and other in a Stored-value card. They are working with Concord EFS in Tennessee? Kim said that they were leaning toward the Pin-based debit card since the stored-value card has the liability of record-keeping, escheats, etc. She also said that they have a problem with getting paystubs to their employees. Some do no pick them up. She is required to give the employees access but many do not pick them up. 
I told Kim about our Hispanic programs and mentioned Melody's name and the programs she is working on. etween 40-50% of their employees are Spanish-speaking. I offered seminars, etc. I also discussed our EZ checking program. Will speak with Melody and Peggy Brown about this situation and get back to her.


Description:
Lunch with Kim, accompanied by Melody G., Peggy B, Julie P. To discuss their payroll situation relative to them issuing a pay card and to discuss serivice to their 400 to 500 Hispanic employees. Peggy and Julie requested copies of information on Concordis Financial Services out of TN. To see exactly what was being included in the contract that Kim is considering It sounds like we can accomplish the same thing, or offer a better solution, Kim and Peggy will continue to explore our options. Melody will wait for Kim to call her relative to beginning educations sessions for her employees. Will followup.


Description:
Met with Kim to discuss possible curriculum to cover at education sessions to their Hispanic employees. They want to do these educational sessions since they will now mandate direct deposit.


Description:
Kim is  looking for a faster way to check validity of social security number of employees.  I suggested a system similar to what we use on check systems. Perry recomended safescan. He gave me our Equifax contact for her to call (Katrina Cantees @ 889-0271)..


Description:
Julia Martin and I stopped in to visit William Kelley and to deliver the holiday premium.  William was not available, the premium was left with the receptionist.


Description:
I voice mailed Cynthia Jeffries to set up a lunch.  My goal is to meet with the board and to increase memberships with the volunteers.-KM


Description:
I called and left a message on the voice mail of Cynthia Jefferies that Karen is sick and that we still want to take her to lunch but that we need to reschedule from Tuesday, March 26th.


Description:
I calld to Seg rep.--William Kelley about an enrollment.He wold like to mail p/w to his company at this time.


Description:
Kathy Alexander called Conrad to verify that he received the invitation to the sponsor company luncheon.  Conrad RSVP'd to me.


Description:
I delivered 25 new membership packets to Conrad Kunkel.


Description:
I assisted with the sign-up session with the Chicago Nabisco bakery (1st shift).-KM


Description:
I assisted with the sign-up session for the Addison Nabisco bakery.-KM


Description:
I assisted with the Phildelphia Nabisco bakery sign-up (1st shift).-KM


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


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


Description:
I assisted with the Atlanta Nabisco bakery sign-up (1st shift).-KM


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


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


Description:
I assisted with the sign-up session for the Fairlawn Nabisco bakery. (1st shift).-KM


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


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


Description:
Visited the Atlanta Bakery with Cathy, Carol and Karen for first shift employee signups.


Description:
Visited the Atlanta Bakery with Cathy, Carol and Karen for the second shift employee signup.


Description:
Visited the Atlanta Bakery with Cathy, Carol and Karen for the third shift employee signup.


Description:
I visited the Fairlawn Bakery with Carol, Cathy, and Karen to conduct signups for the first shift employees.


Description:
I visited the Fairlawn Bakery with Carol, Cathy and Karen to conduct signups for the second employees.


Description:
I visited the Fairlawn Bakery with Carol, Cathy, and Karen to conduct signups for the third shift employees.


Description:
I called Nadyne Brown to follow up on our conversation from 1-8-01 regarding an onsite information session for the staff and board of directors.  Nadyne is a board member.  I left a message on voice mail.


Description:
LEFT MESSAGE FOR ANDY HAGLER RE:SUPPLIES AND QUESTIONS.


Description:
SPOKE TO IRENE. NO SUPPLIES OR QUESTIONS AT THIS TIME.


Description:
I stopped in to drop off the holiday premium and to talk with Ilene Barley and talk with her about having an information session for the staff.  There are no employees who are currently AFCU members.  She and the agency director Andy Hagler felt that it would be a good idea.  I told them that since there staff is so small that I would provide lunch for them.   She stated that she would be back in touch with me during the week of January 21st.


Description:
I called Ilene Barley to ask for an opportunity to  come out and do a presentation to the staff.   She stated that they will be having a staff meeting on Monday, January 28th at 2:00 p.m.


Description:
I arrived to conduct an information and enrollment session for the staff.  The session was cancelled.  The agency director, Andy Hagler and I talked in detail about vehicle loans.  He is interested in purchasing a car.  I told him about the current rates that are available on both new and used vehicles and I also told him about CUABS.  He suggested that we might want to reschedule for the first week in February.


Description:
I received a call from Ilene requesting that I attend their employee staff meeting on Friday, February 8th.  I told her that I would not be able to attend that meeting but I would appreciate a call to attend their next staff meeting so that I may relay to her and the others information about AFCU.


Description:
Enrollment at Mental Health Association.I sow 4 employees(1-current member) with the following results:3 new members,1payroll deduction,2car ref.1visa.


Description:
left message on barry's voice mail about seg lunchean - cp


Description:
I responded to an email from Barry regarding our membership application.


Description:
I returned a phone call to Barry Brown requesting new member applications.

I talked with Barry and he needs 20 new membership packets.


Description:
I received the faxed copy of the sponsor company survey.  I updated the system accordingly.


Description:
I delivered 20 new membership packets to Barry.  I also met his new assistant Tracy.  Barry mentioned that he would like for us to come back out for employee signups.  He will contact me to schedule a time and date.


Description:
I called Barry Brown to schedule a time for his requested employee signups.  We have scheduled an employee signup for Wednesday, October 4 at 7:00 a.m.


Description:
I talked with Barry Brown who stated that he was not interested in tickets for the Vantage Championship.  He requested a copy of the information on the DW.  I mailed it to him on 9-25-00.


Description:
I conducted an employee signup for the staff.  I saw 17 people and 6 completed new member applications were completed.  Nine of the others that I saw were already members.  I did complete payroll deduction changes, address changes and answered questions.


Description:
I talked with Barry Brown and he requested that we have an employee signup.  He has hired several new employees and would like for me to talk with both the night and day shift staffs about the credit union.  We scheduled the date for Wednesday, January 17th.


Description:
I conducted an employee signup for the staff from 7am to 9am.  I saw eight people and all enrolled as members.  I took munchkins for the employees.


Description:
I dropped in to visit Barry Brown and to deliver the holiday premium.  Barry stated that business is steady and they have not added any new employees.  He would like to schedule a time for an onsite visit from AFCU.  He stated that he would email dates for me to review.  He said that he does not need any information packets but will wait on more information until the visit in January.


Description:
I received an email from Barry and I stated that Tuesday, January 22nd from 8:00 to 10:00 would work for me.  

I will send him posters announcing my upcoming visit for him to place in areas for all employees to see.

The posters have been sent.


Description:
Attended sign up with Anya and Carol, see previous memos for information


Description:
Deliverd 10 packets to Ailin Medison.I  told  he about new intrest rate for new and used cars,visa cards,mortgages,sertificats.


Description:
Tonda has resigned from the company effective May 31 but will still work some as a consultant. She did not attend our SEG Luncheon yesterday so I delivered a towell to her today. Amy Farmer attended the SEG event in Tonda's place.


Description:
Delever 25 packets to Elian and  tolk  about new checking acct. Prom.($50.00 ),online  
services ,auto buying service,home and         auto loans.


Description:
Thank you note to Katy Boles and to let her know that I was retiring.


Description:
Meting at Wesbrook Plaza..Saw 39 employees(13 current members) with the following results:10 new members,5 cheking acct,1 Money market.


Description:
Called Mr. Smith to follow up on his request for information in August, 2002. He said that his firm was too busy until at least next June and that he had discussed briefly with his partners and did not detect any interest. I will mark as Lost.


Description:
Received a call from Mr. Drake who said that he had tried every way he knew to get corporate to affiliate either locally or nationwide, without success. A lady in his office had also previously tried but ran into the same problem. Corporate, based in Wisconson, will not allow affiliation with a credit union.
Consider this account lost unless corporate makes a different decision.


Description:
Made a call to David Roberson relative to a request he had made in June, 2002. I had mailed a package of information but did not receive a response to the mailing or to telephone calls. This company has gone thru major transitions since about 1/3rd of their local business is serving Qualchoice which is out of business at the end of 2002. The headquarters of this company is in Indianapolis where about 200 people work. There are 2 regional offices other than W-S where about 20 perople work. David is interest but know it will need to be approved by headquarters officials. He has the information and will review it and he will call me within a few days. If I do not hear from him by Tuesday, Dec. 10 I am to call him. He plans to talk with 3 of his senior employees before making a decision as to asking the headquarters HR department for permission. Will follow up.


Description:
Called Dave who was on his way to Statesville. His president, Jerry ? Is in favor. Dave is Sr. V-President, and Debbie ? Is CFO. He wants to talk with her since she will probably be the one to complete forms, paroll, etc. He will call me on Wednesday to see when I can come by to meet them.


Description:
Called on David Roberson and Jerry Francis to discuss affiliation. Jerry gave me a chart to explain their business from the corporate level. He was uinclear that I waa primarily calling on behalf of their employee benefit program. He is a member of SECU but said that he would also join AFCU. He is interested in CUABS as well as other services. This company has down-sized from 23 employees in Sept. To 15 in February.  I feel that we will receive their request letter within a few weeks. I was supposed to also visit with Debbie Berg but she had a sick child and did not attend the meeting today. Debbie will be SEG representative.


Description:
Enrollment at Savers Marketing corp.I saw10 employees with the following results: 9 new members,2ck acct,3 holiday clubs,6 payroll deductions,several refferal (new and used cars),visas,mortgages.


Description:
Called for Kaye Long who had recently left this company. I spoke with Holly ? Who was not aware of the letter. Holly will check with others to see who would handle this and call me back.


Description:
This group no longer has an office manager. I was referred to Jim Robinson at the Medical Society who said that he remembered Kaye Long asking about this and that he had no great feelings one way or the other. He wants to meet with me to get updated on affiliation as a benefit but he will not meet until mid-April. I will call him to followup.


Description:
Called Jim Robinson who said that they have a new person coming on board in May but that he will be too busy to handle initially. He decided that I should just fax the lettr that Kaye Long had written and the Factors to Consider form to him for his review. He will send back to me when completed.


Description:
This group was approved at June board meeting. I spoke with Jim Robinson who referred me to David Henao at 723-7904. David said that he will speak with others there to see when it would be good to meet with their staff. It may require 2 sessions; one for fulltime and one for parttime.


Description:
Enrollment at Community Care Center.I saw 5 employees(1- current member) with the following results:3 new  members,3 checking accounts,3 direct deposits,2 payroll ded.1 visa appl.


Description:
Send a pacets to David with new enformation.


Description:
Lest message with Mr. Creasy to call me to discuss possible affiliation. Information package was mailed in October. He was to consult with his home office. Mr. Creasy called back to say that several employees had expressed an interest in becoming affiliated with AFCU. His manager told him to get te information and pass along to her. He gave her the information I mailed to his attention in October. He told me to call Gaye Heath at 992-0770 to see if corporate approved, etc.


Description:
Visited today with Gay Heath and also briefly met Chris Creasy who is a current member from his previous employment at RJR. Mr. Creasy is the ISO and Training manager at this company and strongly recommended AFCU to his company. ITW Texwipe is one of 600 locations for this company, whose corporate headquarters is located in Glenview, Illinois. Paren company is Illinois Tool Works. About 30 of their local employees are Administrtive (engineers, planners, etc.) The other 120 are in manufacturing. The company does not mandate direct deposit but may do so in the future. I suggested that they allow AFCU to work with them on this because of our experience in this area. This was a family-owned business until July of 2001 when they were purchased by ITW. Gay stated that their benefit package is much better now than before. She feels that some of the other locations may be interested in affiliation at a later time when credit union regulations allow. The company runs 3 shifts: About 22 work 2nd shift and about 22 work 3rd shift. The balance work 1st shift. Their Internal Advisory Board suggested she call me regarding affiliation. She assured me that I would get their letter soon. Gay was reared in Mt. Airy and now resides in Pinnacle. She said that access to their employees for enrollments would not be a problem. Will follow-up.


Description:
Faxed request to Gay to look at her calendar to schedule April enrollment.


Description:
Planned and worked an enrollment event with the following results: Saw 115/Signed 62 new members/4 are already AFCU members/18 checking apps./16 Holiday/6 Vacation/50 new payroll deductions


Description:
I went to the company (only 4 empl.) and gave a presentation of our Allegacy products.We have 3 new members and 3 checking applications.I have 1 referral for a mortgage and 1 referral for a home equity. In addition, I have 1 refinance and 1 purchase of a new vehicle.We have a possibility of a 4-th member who would prefer to consult with his parents before joining.


Description:
Spoke again with Mr. Gaspar who is not a decision-making employee but a big proponent of credit unions. He will speak with Lisa Halfhill today to make sure that she received the package I mailed 2 weeks ago. This company's headquarters is located in Atlanta. They have 3 regional office with W-S being the largest.


Description:
Called Lisa Halfhill. She has not looked at our package but she informed me that she was leaving the company in mid-April. She suggested that I call the main number and ask for Human Resources to pursue affiliation with her replacement who has not been hired.


Description:
Spoke with receptionist, Bobbie, who said that their new HR person is Lisa Redmond. She does not yet have a telephone hooked up but she will have her call me.


Description:
Spoke with Lisa Redmond who is in her 3rd week at this company. She said that she is already an AFCU member since 1989 because she was formerly employed by Planters. She is still too busy to consider the credit union but she does have the package that was mailed earlier. I suggested a survey but she said send it to her the 2nd week of June and she will consider then. She said that they already have the Wachovia At Work program and B of A's program in place and that she thought that the rates were comparable.I think she was looking at old rates when she compared. Will followup.


Description:
I emailed a sample survey to Lisa today via another employee who had emailed me relative to affiliation. Lisa returned the email to say that he had nothing to do with affiliation, that she had the survey, and that she is so new to the job and has not had time to consider She will let me know when she decides to do this.


Description:
Received a telephone call from Lisa Redmon who seemed serious about the request letter. She asked if she was required to do the survey. I told her "No" but that I had suggested since she was unsure about whether her employees would like to participate. We wend thru the approval process in great detail. She said that she will probably want me to come visit with her and with others before the final decision is made. 
I am pleased that she is serious about this.


Description:
Received a voice mail from Lisa. She has surveyed her employees and plans to move forward with affiliation. Her supervisor is out on vacation for the next two weeks and Lisa will be covering for her. She gave me her email address so that I could bring her up to date on the affiliation process.


Description:
Received an email from Lisa saying that their Legal Department is still reviewing the paperwork but that she hopes to have it to me within a week or two.


Description:
Benefit Fair scheduled for 10/2/03 ( 1:30-4pm.)


Description:
Received a telephone call from Lisa Redmon to let me know that their executive group had decided NOT to affiliate because of their banking relationships. She seemed sincerely disappointed and was not looking forward to letting their employees know of this decision. I emailed Lisa to thank her for her efforts in attempting to push this through and I encouraged her to keep us informed if anything changed.


Description:
Melody Garcia and I met with Val Thomas and her associate Cindy for breakfast at Kernersville. I went over the products and services that AFCU can offer her employees. Will follow up Mid December.

Company:
Physicians Pharmaceuticals DBA Revival Soy


Description:
I left a message for Val Thomas to please advise me whether they wished to pursue adding AFCU as a benefit.-KM


Description:
Val Thomas has advised me that due to some personal family medical issues and the resignation of her HR assistant, that she will not be in contact with us until after the first of the year.

I returned her call and advised her that she should call Carol Knouse at 774-2670 once she is ready to pursue this.  I welcomed her to call me as well.-KM


Description:
Maria called to inform me that she will be working for SEBS for the next week.  Her job is being eliminated and she is being replaced by Vicki Carter.  Vicki will be the new sponsor company representative.  I reminded Maria that she should join Allegacy while she is still eligible and to also set up accounts for her children.  She also mentioned that she submitted an application for employment to our website.


Description:
Received a call from Liz West who wanted to know who her representative was. I gave her my name and number to call until a replacement for Frances is hired. She has an employee who wants to open a Roth IRA. She will tell him to go online to join and to visit one of our financial centers to get the IRA started, if possible. Liz is a member and enjoys her membership. This company still has a 90-day probabionary period for employees and some have not been there long enough to join. She said an enrollment in November would be good.
Mailed 8 packages to Liz today.


Description:
I called Liz.  She will find out how many employees want an enrollment in November.-MK


Description:
Liz is undergoing chemo and radiation.  She will check with her staff re: an enrollment.-KM


Description:
I have an appointment with TransTech Pharma, the sister company of PharmaCore.  They are located in the same building.  The appointment is on 2/26.-KM


Description:
I am listing this under incoming as the visit is listed under TransTech. Lesley King and I discussed the need for two separate letters for this company and TransTech.-KM


Description:
I have an appointment with Nancy Vanderlick on Wednesday 2/21 at 11:00am.  She thinks her staff will be most interested in deposit and loan products.-KM


Description:
Angie Mehaffey and I visited with Nancy Vander Lugt.  They use FlexPay for payroll services.  They offer payroll deduction and direct deposit. They have six employees in Ellkin and the remainder in WS.  When we do the sign-up, Nancy will have the manager of the Elkin employees to attend. He can take the packets with him.  I mentioned the need for an employee list.  I do not think it will be provided.-KM


Description:
I followed up with Nancy.  She said that Mickey Boles wants to carefully review all of the information.  She expects that a decision will be made within 2 weeks.-KM


Description:
Nancy is away from the office.  I e-mailed her as to the status of their decision.-KM


Description:
Nancy left a message that the management felt it would take too much time.  Of course, this is not the case. I e-mailed Nancy to let her know that I received her message and that if they decide differently in the future to contact me. I am marking this as a lost account.-KM


Description:
See Smith Phillips file for details but I received a call today from Mickey Boles who has changed his mind about affiliation. His wife, Katy, G&B Properties was excited about her employees participation in AFCU. I have an appointment on Jan. 21 to present the entire package to Mr. Boles, Nancy Vander-Lugt and General Manager, Chris Yenrick.


Description:
Visited with M. Boles, Nancy V. And Chris Y. Very cordial visit. Discussed all aspects of affiliation Very interested. Concerned for welfare of his employees. Interested in EZ checking, Suggested that he could pay 1st $5. To get all of his employees involved. He also will want budget seminars for his employees. Bobby Boles at Quality Oil Co. Is his brother. Gave Nancy disk that contains sample letter. He told Nancy to show me around. I feel confident we will get this company.


Description:
Received request letter. Ike approved. Sent app. To NCUA via Internet. (Lettr said that he will pay 1st $5.00 for each employee.


Description:
Called Nancy to schedule their enrollment. (Board will approve on Feb. 18). Scheduled for Wednesday, Mar. 19 from 6:30 am until noon. Take doughnuts/thermometers, etc.Nancy will let me know a date for the Elkin store, hopefully within the same week.


Description:
Talked with Nancy at length regarding their scheduled enrollment. Emailed Nancy the new membership application and she will complete whatever information she has on each individual, put then alphabetical order so that it will take less time with each person. Sent an email to AFCU employees who will be participating in enrollment to give them specifics. Also called Ernie Holcomb at the Elkin store and scheduled his enrollment for March 20 from 9;00 - 10:30 pm. Ernie will attend the March 19 enrollment.


Description:
Enrollment held from 6:30-12pm at main office. Gave presentation, thermometers, pens, chapstick and brought doughnuts. Opened 32 memberships, 23 payroll deductions, 4 checking accounts, and on new direct deposit. 3 holiday club accounts. Saw total of 36 employees, 2 already members. Held drawing for three WalMart gift cards $10 each. Directions: Turn right onto Northwest blvd from Cherry Marshall (downtown) Turn left on Ivy and right on 17th Street. At enrollment: Belinda, Anya, Carol, Janice Welch and Judy Hamilton.


Description:
Went to Elkin office. There are four full time and one part time employees. All four signed up with one payroll deduction. Saw only 4. Brought thermometers, pens, chap stick and brought doughnuts. Held drawing for one $10 WalMart gift card. This location is US421 N to exit US21. Turn right on 21 and go about 9 miles. Keep following signs for 21 (you will turn several times) Then you will be in town after you turn onto ELM street. Turn on Standard Street in Elkin.


Description:
Received an email from Nancy who thanked me for the plant and said that she would check the member listing on 5-26-03. An employee was concerned because we had approved a Visa line of credit without their asking. I explained our account opening procedures and the verification of credit-worthiness.


Description:
Emailed a notice to Nancy that I would be retiring on Oct. 8. Thanked her for her excellent support in getting this group involved in Allegacy.


Description:
BIO-TECH has a second location on Hawthorne Rd in Winston-Salem.  If this sale closes this information will need to be added to SEG Manager.  There are 10 employees in Greensboro and 10 in Winston-Salem. I mailed a package and twenty surveys to Sheri Nesbit today.  She visits the WS office weekly.-KM


Description:
I talked with Sheri Nesbitt and she said that the survey resulted in no interest in "the employees changing their banks".  I thanked her for her time and asked she keep my card handy in case they change their minds.-KM


Description:
I talked with Ann Strickland. They are with Members CU and as far she knows all is well. I emphasized mortgages and branching and ATMs.  They have been acquired by a Swiss company.  They will know more in July regarding the benefits they will offer. She agreed to receive some information by mail and to have me check back with her in July.-KM


Description:
I mailed a package to Mr. Farris.  He wants to review it first.  He said I could check back in May.-KM


Description:
I left a message for Dick Farris to call me back.-KM


Description:
I e-mailed the factors to consider and faxed the sample letter to Don Keller.  He is very pro credit union. I have an appt with him 3/6 at 9:00am.-KM


Description:
I met with Don Keller.  The letter will be signed and forwarded to us. A few bits of info are needed re: factors to consider.  I think when they have been approved by the board we need to specify which address any mail is to go to.  We may need to key a separate profile for the Greensboro office and assign the calling officers accordingly-probably Amanda Hoppers will handle both.-KM


Description:
I conducted an employee information and enrollment session for the staff.  I saw twelve employees and received sixt completed new member applications. -KM


Description:
I conducted an employee information and enrollment session for the staff.  I saw eleven employees and received eight completed new member applications. I also received two family membership applications.


Description:
I stopped in to deliver the holiday premium and to meet Donald Keller.  I was told that he was at the Kernersville office.  I told the receptionist that I would stop by that location and give him the gift.


Description:
Planned and attended the initial enrollment event for their employees in 2 different sessions( Greensboro and Kernersville) with the following results: Saw 18 people/9 new members,3 checking accounts,3 direct deposits,3payroll ded.


Description:
I met with Robert E. Anderson, CEO.  His wife is a member via WS Health Care.  He is familiar with us.  He said that Wayne Scroggins had mentioned his company to Ike Keener.  I called them without knowledge of this however. The new location is beside of Step One on Fourth St. His staff is tech savvy; operating on venture capital for now. I will follow up in 2 weeks.-KM


Description:
Robert Anderson called to say that Point DX still has a strong interest in affiliation.  He will follow up by mid to end of 2nd quarter.  Things have been hectic for them.-KM


Description:
I e-mailed Robert Anderson a follow up re: his firm's decision.-M


Description:
I left a message for Robert Anderson to let me know if Point DX is interested in affiliation.  I mentioned CUABS, our low rates on vehicle loans and also our low VISA interest rates.-KM


Description:
Upon reviewing Truliant's SEG list, it appears that this company chose to affiliate elsewhere.  I am marking this as lost.-KM


Description:
CALLED RACHEL LEFT MESSAGE IF SHE HAS QUESTIONS OR NEEDS SUPPLIES TO PLEASE CALL ME.  LISA


Description:
CALLED RACHEL OUT OF THE OFFICE TODAY LEFT HER A MESSAGE. LISA


Description:
I stopped in to deliver the holiday premium to Rachel Jessup.  Rachel was away from the office.  I left the premium with the receptionist to be given to her upon her return.


Description:
Left message for Rachel-- abaut call me back      (01-23-2003)-- She call back about pass.an enrollment on spring2003


Description:
Received a call from Rachel Jessup who requested that we change the name of their agency to American Red Cross NWNC Chapter.
She also requeted that her title be changed to Director HR/Administration


Description:
Left message for Rachel Jessup about an enrollment.


Description:
Elizabeth Goliber and Amy Edwards visited this company to gather information relative to our business services survey. See survey for specific details on numbers. Their benefit program is provided by the national association and is currently placed with Cigna and Fortis. They primary bank is Wachovia but BB&T provides their 8 - 10 corporate cards. ADT processed their payroll. The company was interested in receiving higher investment rates and Amy will check on that and report back to them. They were also unaware that they had access to the Community Room for their needs in the event of an emergency and their building is not usable. They are currently using Hanes Mall. They have bank members on their board who also provide community support.


Description:
I called Nancy and asked if she would consent to be our feature article for the next issue fo In Touch.  She did consent.50% of employees are already on direct deposit.


Description:
Ana and I conducted an employee membership information session for the Hispanic staff.  There were eight employees for the presentation conducted by Ana.  All eight completed their membership applications.


Description:
I interviewed Nancy Doub as the sponsor company representative that would be featured in the second quarterly issue of In Touch.


Description:
Lisa Southard and I visited Nancy Doub during Calling Officer visits.  Nancy made special mention of Carol Knouse and Belinda Wilson.  She is a former CMCU Supervisory Committee member.


Description:
I went to Arbor Acres to take pictures of Nancy Doub to be used in a future issue of In Touch.


Description:
I called Nancy Doub to talk with her about copies of the membership application being kept on file at the office there.  She was not aware of the practice taking place.  I tried to reach Barbara White, the employee who provided the information to Carol and left a message for her to return my call.


Description:
I called Marcie Rowdy to verify that she is in the office today.  I would like to deliver new membership packets to her.


Description:
I delivered 100 new membership packets for Marcie Rowdy or Nancy Doub.  Neither were in the office today and I was told by the security guard that they would be delivered when one of them returns to work on 7-5-00.


Description:
Talked to Walter Moore.  Nancy Doub left their employment in July. New H.R. Director is Cynthia Schaub.  Company is considering mandantory direct deposit.  Told him about our experience when Novant did this in 1997. We discussed our checking account and other products. He is also asking Wachovia to send him information on their accounts. I explained the checking account approval process. Wachovia has a special seminar for 8 hours that will guarantee a customer qualifies for their checking account just by attending the seminar.  I explained Easy checking.  We also discussed having us come out for one day to do signups, etc.  He will call me when the decision has been made,    Will notify Frances to followup.


Description:
I delivered 25 packets to Marcie Rowdie.  She stated that she needs 100 packets after Labor Day.  I was also able to meet with Susan Koivisto who works with payroll.


Description:
I delivered 125 new membership packets to Marcie Rowdie per her request on my last visit to Arbro Acres on 8-25-00.


Description:
Lisa called to talk with Nancy Doub and was told that Nancy no longer works at Arbor Acres.  Marcie Rowdie is the new sponsor company representative.  Lisa talked with Marcie who stated that she needs a box of new member packets.   

Lisa called and left a message for Frances to drop off the packets.


Description:
Lisa delivered the holiday premium to Marcie Rowdie.  They do not need any supplies at this time.


Description:
Received a call from Walter Moore who said that he would like to have a session during the last 2 weeks of July to discuss checking accounts. He wants to encourage direct deposit for his employees. He will study his calendar and leave me a messge to let me know the exact date.


Description:
Call from Cynthia Schaub. Now requiring new employees to have direct deposit. All employees required by 1-1-02. Wants us to do presentations explaining credit union. ARBOR ACRES WILL PAY THE $5. REQUIRED BALANCE FOR ALL NEW MEMBERS.  Cynthia also said that we had requested a change in the transmittal of papyroll deduction which she feels has slowed things down. I have left a message for Brooke to call her to discuss this and to see how we can rearrange this to work better for the company. Cynthia also requested 100 packets for their employees. I will ask Janie to prepare and deliver. Cynthis is thinking of having presentations in September. I suggested she get the dates to us quickly.


Description:
e-mail from Brooke. They worked out an arrangement whereby Arbor Acres will fax payroll deduction forms to Support Services  and will followup with an original. Membership apps go to Marilyn in Plaza for processing. Support Services will then fax the member info back to A.Acres.


Description:
Received a call from Cynthia who asked that we hold Wednesday, Sept. 19 for a day-long enrollment at this company.


Description:
Voicemail from Cynthia who said that she was going to e-mail or mail an outline of what she wanted us to do on the upcoming enrollment on Septment 19.


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

Cynthia Schaub stated that she is receptive to having a Credit Union Day event in December and will permit on-site visits twice per year.


Description:
Planned and attended enrollment session for employees of Arbor Acres who are required to use direct deposit effective 01-01-02. Wachovia Bank also in attendance.


Description:
I attended the Employees' Mandatory Direct Deposit Meeting.  There were four sessions scheduled and I attended three of the four.  They are implementing mandatory direct deposit for all employees effective 1-1-02.  Wachovia was also onsite and they provide group banking for the employees.


Description:
CK, FC & I held a enrollment session for the employees as they must select a financial institution for their direct deposit.-KM


Description:
Delivered 50 membership packets to the attention of Marci Rowdy or Barrett Brown. (Barrett's ext. is 218)


Description:
Recieved an email from Michelle Kenney in Call Center who had received an email from Barry Brown, HR Director at this company. He requested 25 packets of material. Will mail today. I will also email Mr. Brown to let him know who to call or email when he has a need for information.


Description:
I calld to mr.Brown.I will go for an enrollment April,2 2003 from(1pm-4.45pm)


Description:
Enrollment at Arbor Acres. I saw 38 employees(19- current members)with the following results:15 new members,19 payroll deductions,7 ck acct,16 holiday clubs,4 visa appl,5 car loans,mortgage ref. Mr Brown and Marcle Rowdy was very helpful


Description:
Enrollment for 2-nd  shift .I sow 28 employees(11-current members): with the following results: 8 new members,5 checking accounts,4 direct deposits,6 payroll ded,7 loan applications.


Description:
Cheryl Swaim and Molly Barrow will be going to this facility tomorrow to interview Barry Brown for In Touch. He asked that they bring 50 packets of information for new hires.


Description:
Barry requested badge holders for employees. I boxed up 200 and sent by UPS.


Description:
Amanda Hoppers and I stopped by to deliver the holiday premium.  I was able to introduce Amanda to Patsy Anderson and we were all able to sit and talk for a short while.  Patsy commented on how much she enjoyed the luncheon and what a great benefit credit union membership is to the staff.  She was very warm and welcoming.


Description:
Called Sue Southard who said Dr. Burke did not even look at package and gave it a few seconds of thought and said "no, I don't want to affiliate with a credit union."


Description:
Per Carol's request,  I contacted Patsy Anderson to find out how many employees they have at the moment.  She confirmed that they have in fact 17 employees.  They are not hiring nursing staff directly, they are contracted out. AL/BD


Description:
Michael Burke, Services Director, attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
I called to talk with Michael Burke to inform him that I will be in the area on tomorrow and would like to drop off updated new membership packets.  I was told that Mike is out of the office until August 6th.  I left a message in the voicemail box of Patsy Anderson and asked if it would be possible to stop by and drop off the packets.


Description:
I stopped by to visit Patsy Anderson and to request an updated employee listing.  I was not able to talk with Patsy, she was in a meeting with an employee.  I did talk with Barbara who works in Clinical Support and she stated that she was not aware that the employees have the option to join Allegacy and she started working for the agency in March of 2001.  She requested enough packets for all of the current employees. She stated that she plans to place them in the mailboxes of each employee.   I also asked her if it would be possible to obtain an updated employee listing.  I went over the numbers that we presently have on record and she stated that currently there are 25 employees most of whom are parttime.  I asked for an opportunity to be on site to talk with employees about AFCU.  She stated that she will take all of this information back to Patsy and will give me a call letting me know what information they can provide.  I did leave 25 new membership packets with Barbara for distributiion to the staff.


Description:
Received a voicemail from Mr. Peter Venable, Counselor at ARCA who said that he is a member of State Employees CU. Why should he also join Allegacy? His call prompted by our materials that were delivered about 2 weeks ago. His telephone number is 784-9470, est. 17. Left message for him to return my call.  I call him back on 8-16-02. He was with a client but said he would call me back week of Aug. 19


Description:
I calld to Patsy Anderson about an enrollment.She wold like me call back abaut day and time in July,2003. I will call he back 1 week of July.


Description:
Left a message for Patsy Anderson about an enrollment.


Description:
I called Sarah Murray-Stephany to ask her to be the sponsor representative profiled in the first issue of the In Touch sponsor company representative newsletter.


Description:
I went by to visit Mrs. Murray-Stephany she was not available.  I did talk with Mrs. Irving and she stated that she felt that everything is fine, but if they are in need of any supplies she would have Mrs. Murray-Stephany to call me.


Description:
Julia Martin and I stopped in to deliver the holiday premium and to visit briefly with Sarah Murray-Stephany.


Description:
I stopped in to visit Sarah Murray Stephany and to deliver the holiday premium.  She stated that staffing has remained constant and that they are not in need of supplies at this time.


Description:
Sarah Murray-Stephany and  Patricia Shouse attended the Annual Sponsor Company Luncheon.  Sarah completed the sponsor company survey.


Description:
I talked with Sarah Murray-Stephany.  She said that their facility is being renovated.  She said that she would prefer that we contact them toward the latter part of August. They will be hiring new employees but they still expect the total number of employees to stay around 35. I advised Sarah that we would be mailing the HR info to her.-KM


Description:
Talked with Sarah Murray Stephanie at the luncheon. She said that the holiday club account is so popular with the staff, She introduced me to the director Patricia Shouse.


Description:
I stopped by to see how things were going and if the staff had any needs, questions, or concerns at this time.  I talked with Bert who introduced me to Wendy who was visiting from the High Point office.  Bert stated that everything seems to be okay at the moment.

Company:
Big Brothers/Big Sisters Of Forsyth County, Inc.


Description:
Julia Martin and I stopped by to visit Burt and to deliver the holiday premium.  Bert was out of the office.


Description:
I received a call from Bert Grisard requesting new membership information packets and he also stated that he would like for someone to attend a staff meeting and one of their bimonthly board meetings.    I also gave him one of the premiums that was given out at the sponsor company luncheon.  

I delivered 10 new membership packets and I was able to meet the new administrative assistant Lisa.  Lisa is a temporary employee through Debbie's Staffing.  Bert was out of the office for the rest of the afternoon.


Description:
Bert returned my call and stated that there is a weekly staff meeting every Tuesday morning at 9:00 a.m.  I will attend the staff meeting on Tuesday July 2nd.  I told him that I would bring doughnuts for the staff.  We also scheduled an opportunity for me to attend the bimonthly board meeting on Monday, July 29th at 5:30 p.m.  These meetings are held the last Monday of alternating months.

Staff:  There are 12 employees who work in the Winston Office and 1each in the Mocksville and Elkin satellite offices.


Description:
I conducted an information and enrollment session for the staff.  There were 15 employees present, five of whom were already AFCU members.  I received two completed new membership applications along with two holiday club requests.  I also received one atm card application and MIA 24 request.  I talked with Lisa who is the new administrative assistant and asked for an employee listing with names and socials of all employees.  I explained that this information is for internal purposes only and that we need this to update our records on the agency.  

Premiums:  pens, popcorn, paper clip holders, and doughnuts.


Description:
I calld to Bert Crisart requesting new packets and promotions at ''Allegacy".


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


Description:
Denny Peebles called and aked that I return her call.  I did so upon returning to the office.  She responded that Libit had already taken care of the matter.


Description:
I called Denni Peebles to schedule a time that we could get together so that we can schedule another signup for the Blanco employees.


Description:
Talked with deenie.  She said they don not have an event but would like to see us again 6/8.  Need to confirm with frances. - cp


Description:
Julia Martin and I stopped in to visit Denni and to drop off the holiday premium.  Denni was available and asked us back to her office to visit for a few minutes.  As usual, she was very gracious and very supportive of the credit union.


Description:
I called Denni Peebles to confirm that she will be the sponsor company representative that will be spotlighted in In Touch for the first quarter of 2001.  I left a message for her to return my call.


Description:
I went by the office to complete my interview of Denni Peebles for the In Touch newsletter.


Description:
I typed a letter of thanks to Denni Peebles for consenting to be the seg representative that is spotlighted in the next issue of In Touch.  I also created posters for the upcoming signup that is scheduled for Tuesday, January 30th.


Description:
9/26/00 I held a sign-up session with this sponsor company.  Six out of six signed up. I called Angie Mehaffey on 9/27 and asked that she call Pam Adams re: exception payroll and direct deposit.  She said that she would.-KM


Description:
Called Pam to introduce myself. She said that they recently were signed up and did not need me to come and visit. She said she would contact me if she needed anything.


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


Description:
Pam Adams requested one single brochure that she could put with a package of information for prospective new hires. All we have right now is the full package.  She wants 10.  I will deliver these to her.-KM


Description:
Mike Long e-mailed me to say that they do not have direct deposit or payroll deduction available.  They will not pursue affiliation. I discussed this with Carol Knouse. Due to the composition of the group, a high percentage of parttime employees, etc. we will not pursue this further ourselves.-KM


Description:
Spoke with Joanne Carter regarding possible affiliation.  Their employee handbook states that the company will not support a credit union.  However, it may mean they will not start up a credit union.  I mailed Joanne a package of materials and asked that she speak with her managers to have clarity in this regard.


Description:
Joanne Carter called to ask if the sample letter was all that is required to request affiliation. She is preparing the letter and will give this to her divisional manager and hopes he will allow this. (Read previous activity. She thinks it will take about 2 weeks before she knows more.  I will followup.


Description:
Call from Joanne Carter. She has finally gotten through to the right people who will approve the affiliation. Faxed a new set of required forms.


Description:
Joanne Carter faxed the request letter and the factors to consider.  Her husband is an employee of RJR so they have been affiliated with AFCU for some time. Also, they live in the same neighborhood as Lisa Southard.
Applied for approval on-line today.


Description:
Called Joann Carter for enrollment schedule. Presentation (1-hr) is scheduled for 9:30 am on Friday, Sept. 14. Most will have an opportunity to attend. The rest will be sent flyers to let them know about the service. Meeting will be held in the facility on Trade. Street. Going North on Cherry Street, turn right at BoJangles. Take a right at the next stop light and the facility is located on the corner. 
A $50.00 gift certificate will be given the winner of the drawing. Carol will preapre a poster for Joann to use in announcing the meeting. 
Joann will also place materials with their September 7 paychecks. (Joann will be on vacation the week of Sept. 3.


Description:
Carol and Frances conducted an information and enrollment session for the employees.  We saw twelve employees and received eleven completed new membership applications.  We also received three family member applications.


Description:
Planned and attended the enrollment for this group. Joann Carter will notify Carol when the employees at Boys and Girls Clubs are available for enrollment.
Joann also wants to receive periodic reports on the activity of her company.


Description:
I stopped by to see Joann Carter to schedule visits for the other locations and to deliver 25 new membership packets.  

The enrollment for the Thrift Store is scheduled for Monday, November from 9:00 to 10:30 a.m. at the new store that will open on October 11th located on in the old Zayre shopping center.  This store is convenient to our North Patterson office.  This store has seven employees.  The Northwest Boulvard store has three employees.  The contact for the stores is George Joyce.  

The enrollment for the Boys and Girls Club is scheduled for Friday, November 16th at 1:00.   I told Sylvia that we would provide refreshments.


Description:
I called George Joyce at the Thrift Store to find out what kind of door prize the employees would appreciate.  He suggested Applebee's.  I told him that I would bring a $10.00 gift certificate to Applebee's for the drawing.


Description:
I called Sylvia Adams to find out what would be an appropriate item for a door prize.  I left a message on voicemail for her to return the call.


Description:
I met with the employees at the Thrift Store that is located in the old Zayre Shopping Center.  I saw three employees and received two completed membership applications.

I gave popcorn, pens, keyrings, and chapstick as premiums.  I did not have a drawing due to the limited number of people that were seen.


Description:
Carol and I conducted an enrollment and information session for the staff.  We saw nine employees and six of them are already AFCU members.  We received three completed membership applications.  

We took cookies and held a drawing a for a $25.00 WalMart gift card.


Description:
I stopped in to visit Joanne Carter and to deliver the holiday premium.  Joanne stated that she is very pleased with the amount of participatation that she is seeing from the employees with AFCU.  She stated that there have been a few payroll snafus but they seemed to be occurring on their end due to the Salvation Army payroll person requiring that all information be on their form.  She is enthusiastic about being able to offer this benefit to the staff.


Description:
I went to interview and photograph Ben Crenshaw for the 1st Quarter 2002 edition of In Touch.


Description:
I took Ben Crenshaw to lunch to thank him for agreeing to be the feature article for the first quarter 2002 In Touch newsletter.


Description:
Joanne Carter attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
I stopped by to deliver 25 new membership packets to JoAnne Carter.  JoAnne requested these packets on Wednesday, June 5th.  She stated that she would like to distribute them to the summer hires.


Description:
I received an email from Joanne Carter requesting promotional items that she can use as doorprizes at her United Way kickoff.  I told her that we would donate five items.


Description:
I stopped by to deliver the premiums that Joanne requested that will be used as door prizes during their annual United Way campaign.  While I was there she introduced me to Robin who is in charge of their annual Christmas campaign.  Robin asked if we, AFCU, would consider placing boxes in our lobbies and collecting stockings that are stuffed with Christmas gifts for needy children.  I asked if she has a written proposal and she stated that she does not.  Previously, Wachovia has always done this for the agency.  Since Wachovia is no longer Winston Salem based they want to use a financial institution that is indigenous to the area.


Description:
left a message for Joanne Carter about an enrollment and new promotions with Allegacy.


Description:
Left a message for Joanne Carter about an enrollment..(09-22-2003)


Description:
Spoke with Andy in the Greensboro Office who referred me to Gale Ridgely, Corporate HR. Gayle said that they have 100 offices all over the US with a total of 500 full time and 1000 p/t employees. They would want a cu that could serve the entire country. However, they are paid from and headquartered in Columbia, MD. There is no way NCUA would approve anything other than the 5 or 6 Greensboro employees. I will consider this as a lost account.


Description:
Spoke with Mary Ann Morphies, one of 5 people who work in the Plaza Bldg. For this company. She referred me to Mary Grace O'Brien who is office manager of the Greensboro operation. There are about 60 people in Greensboro. Mary Grace said that the company is headquartered in NYC and has 6 divisions. She want to start by adding the Southeast Division. She said that they did not have a credit union affiliation and that she may run into a lot of resistance at headquarters because of conflict of interest, etc. I mailed her a new SEG package along with a sample letter.  She sounded very enthusiastic but you never know how this will go from the home office.  Will follow (There are more than 80,000 employees nationwide (Her husband's name if Kevin Patrick O'Brien and he was born on March 17, St. Patrick's Day.


Description:
Received a call from Mary Grace O'Brien who apologized "for taking so long to get back to me". I had not called her because of other pressing issues but she said "I have finally found the right person within the company to work with on this." They have reviewed every inch of our website and like what they see. She said this might be a global request but at the least she feels that it will work for the Southeast Division. She had two requests of me: provide the name and address of our independent auditor (since they are an accounting firm) and the names, titles and affiliations of our board of directors. 
I have requested this information from Chuck and from Sarah S. She asked that this be e-mailed to her at: mgobrien@kpmg.com.
Will followup.


Description:
Received a call from Mary Grace who said that their company had declined our offer. She read a portion of an e-mail fromt their SE Regional Manager sho said that this affiliation would be a conflict of interest with RJR, a client of KPMG. Their attorney suggeted they not enter into this affiliation because of possible transaction problems that might occur when  AFCU board members who also represent RJR as regards KPMG. Would be required to make decisions. I had previously told her about our agrement with Womble but she said that a public accounting firm was held to a higher standard and that this just could not happen now. She said that she had been excited about the possiblilty of rolling out this new benefit but that the decision had been made not to proceed.


Description:
Spoke with Ray Cook who is mailing out between 8 and 10 packages per week to new hires, primarily in the field.  His only materials from us say RCFCU. I adfvised him that I would send what I had that said Allegacy. When we get a good supply of materials with the AFCU name I will send him a larger supply.


Description:
e-mailed Dolly with request for information. She returned my call. Need to meet in Charlotte to discuss. She will take me to locations, speak with facilities person, decide who to assign to do coordination. Will discuss intranet, space to meet, etc.  Will follow up after develop list of needs.


Description:
Spoke with Kaye Pugh at 718-5829, Web and Videoconferencing Specialist. AFCU already has two links on their intra-net. One is under Money Managent and the other is under Employee Benefits & Services (Managing your Money). Charlotte Metro CU also has a link.


Description:
Telephone call to Ana Maria who scheduled Karen and Carol for meeting with Dolly starting at 1:00 on Thursday, April 5. Discuss our needs for enrollment. Also will visit different locations.
AAA (Pam Davis) asked Novant to provide information regarding membership in their materials. They referred her to me.


Description:
Call from Dolly regarding next week's visit. She will include Steve Carpenter, facilities. Discuss our needs. She will take us to various locations. Suggeted we provide comparisons between AFCU and Charlotte Metro since a lot of employees use that cu. They have not allowed Charlotte Metro to do orientation because she knew we were coming in. Told Dolly that the new servicing manager for Charlotte area would do Novant orientation. Dolly also checks to see if anything was happening between Novant and NEMC. Larry McGee's assistant was not aware of anything.


Description:
Fred Brown's tele #704-384-9152
EVP Novant Health Management Co.
Fax #704-316-0209
Home #704-384-8876
Assistant's name is Jenny


Description:
Visit with Sandra Williams and Steve Carpenter.See Notebook for detailed notes


Description:
Call from Dolly M. Ed Case, President of Presby. Has put up some resistance. He has bee in place since last fall and was not aware of our resolution from the corporate level./ Seems to want to protect Charlotte Metro CU. Dolly will stay on top of this and try to head it off. If I have not heard from Sandra Williams by Monday, May 14 I will call Dolly.
Also, Dolly has spoken with Vicky Stokes who is in charge of new employee orientation and told her to extend orientation time to include AFCU.


Description:
Received a call from Dolly who asked me to meet with the Senior Management mini-operations council on Weds. May 23. I will have 10 minutes to introduce AFCU and try to gain their support. Dolly also asked that I attend department head meetings on June 14/21/28.
I will try to obtain names of contact people during these meetings so that we can begin enrollments in the Charlotte area.


Description:
Spoke with Susan on 2-13 and she requested some packets. Delivered on 2-20. She was busy but took time to talk with Frances and I. She said that she would like to go to lunch sometime.


Description:
Lisa Southard emailed me a request from Cindy Cheek who requested extra copies of our last issue of In Touch where Frances had profiled her and her company. Mailed 8 additional copied to her today with a note of appreciation.


Description:
I talked with Terry Hodge who is the Finance Manager.  He stated that the dealership is now owned by T. J. Johnson from Conway, S.C.  Mr.  Johnson also owns Conway Ford.  The store is being managed by Steve Pardeles.


Description:
I stopped in to visit the new manager Steve Pardeles.  Steve was on vacation through the end of this week.  I was able to talk with Mark Williams the Sales Manager.  Mark was not very friendly and did not appear to welcome the visit.  I expressed to him a desire to take him and Mr. Pardeles to lunch.  I will call back on August 1 to schedule a lunch with the two of them.  Deborah Stanley (the owner of Almost Home Child Care Center) is no longer employed at the dealership.


Description:
I  called to speak with Steve Pardeles.  Steve was out of the office for the weekend.  I was able to talk with Terry Hodge the Finance Manager.  He was very interested in two tickets for Sunday's Vantage Championship.  He will also talk with Steve about sponsoring a hole and /or getting a team together to play in the DW.


Description:
I delivered tickets to the Vantage Championship for Terry Hodge.  I also talked with Lee Ann about getting MIA-24 access and an atm card.


Description:
Steven Pardales was given the holiday premium. Kelli Jackson accompanied me on this visit.-KM


Description:
I called to see if it would be possible for me to meet Steve Pardeles, the General Manager.  Mr. Pardeles was with a customer and did not return before I left Mocksville.  I had called prior to my visit with Davie Family Y and wanted to make the call more effective by seeing more than one sponsor company while I was in the Mocksville area.


Description:
Brooke received a call from Dawn Jarvis, new admisistrator, who requested packages of information for their employees. Will mail package and offer to do a re-enrollment.


Description:
Spoke with Dawn who said to send her 12 packets now, along with a listing of employee's who are members. We will schedule an enrollment for later.


Description:
Calld  Dawn Jarvis-- new administratir She told me it is  28 employes now .She will call back about an enrollment.


Description:
I am going to an enrollment on Marth,17 2003 from(10 am-2 pm)


Description:
An enrollment (03-17-2003) I sow 12 employees(4-current members) with the following results: 7new members,2 ck acct,1 payroll deduction,2used cars ref,2 safe pass.,1 mortgage.


Description:
Called this company to confirm that employees are paid weekly.


Description:
3/7/00 I called this company and asked to speak with Alex Sheek. His associate relayed that they do not wish to join as a sponsor group.  They have so few employees.  Both Alex and the person I spoke with are members of a CU.


Description:
Called Katherine Able to followup. Said she had lost package I mailed to her in March. Requested another package.  Will follow up in two weeks.


Description:
Called Katherine Able.  She has had a conference with her managers with input from the staff.  There is just no interest in the cunion. I asked her to consider doing a survey of the staff in the Mocksville location.  She agreed to take a look at it and to get input from her manager.  Sample survey mailed 5-15-00.


Description:
Left messge for Katherine Able to call me to discuss.
Katherine returned my call. Employee survey said that employees want a credit union.  Company decided to allow credit unions to serve their local area. We would serve Mocksville and King. 21 locations total in NC and VA.(16 in NC). Considering direct deposit. Told her it would be required in NC. Said earliest would be the first of 2001. Said to mail information to Steve Haggerty, Director of Operations.  Mailed package today. Hope to hear from him soon. There are about 125 employees in Southfork Assisted Living and 125 employees in Village Care of King.  Will follow up


Description:
Spoke with Donna, Steve Haggerty's secretary. She said they will soon do a pilot program for dir. Deposit and that the King employees were included in that program.  Steve Haggerty, Dir. Of Operations is decision-maker and I left him a voicemail asking him to call me about getting the King employees involved in our credit union. Will followup.


Description:
Received a telephone call from Katherine Able. Steve Haggerty turned this over to her.  She is interested in getting the King group involved and asked that I send her a package of updated materials. Interested in what has happened lately in web-based products, etc  Will get an update from Ray and send to her.


Description:
left message with csrl wiil follow up in 2 days-cp


Description:
talked with csr - Polly, she is in the king office.  I have left a message for the king office manager - donna Padget. Will follow up on 4/27 - cp  (king office is near cres tobacco)


Description:
talked with donna padgett the office manager in king.  She said the staff is interested and the general manager, "magneely" would like packages to show to corporate office. Visiting 4/27 - cp


Description:
left message with polly for donna to call me back - cp


Description:
donna gave packet to general mgr. He is out of office in australia and will be back in town on 5/14 will follow up with donna middle of week. - cp


Description:
left message with receptionist.  Will follow up if no call back 5/23 - cp


Description:
Talked to receptionist who relayed a message from donna to contact the general manager Mr. MacNeily. Will follow up with him on 5/31 - cp


Description:
called for mr. Macneilly.  He was not in and I did not leave a message, will call back. - cp


Description:
left another message for mr macneilly. -cp


Description:
passed to frances to make cold call in the mocksville office.  Macneilly will not take my calls and thought another person might get through.  Kathie Whitacker is the office mgr for the mocksville office. - cp


Description:
I stopped in to visit Kathy Whitaker at the Mocksville office.  She and I talked for approximately 30 minutes.  I gave her one of the sunshades promoting The DW Golf Tournament.  I refreshed her memory regarding a call to her from Cathy Powell.  She remembered talking with Cathy but she stated to me that she is not in a position to do anything at this time.  She related to me that the franchise is in the process of being sold to Adelphia Communications or Telecommunications out of Pennsylvania. Kathy has not met the new owners.  She does not know if they currently have a credit union.  The sale has not been completed but she anticipates the new owners taking over in October.  She suggested that we call back during the first of November.


Description:
I called to talk with Kathy Whitaker to find out if there is any interest in pursuing affiliation with Allegacy Federal Credit Union.  I was told that Kathy was on another line,  I did leave a message including my name and phone number with the person who answered the phone.  .


Description:
lft message on voice mail and will follow up in 2 days-cp


Description:
droppe off packet of information and will follow up next week-cp


Description:
called for followup club is closed on Monday's. - cp


Description:
talked with wyche and he asked to give him another week.  Will followup then - cp


Description:
Received their request for affiliation. This is a part of the The Angell Group, owned by Don Angell, Angell Group and southeastern Hospitality.  Met with Sandra Mooneyham on June 13, along with other office managers. Will proceed to process.


Description:
Called Joann Smart to see if a decision had been made regarding affiliation. This company is moving their payroll processing to Phoenix, Arizona in mid-April. (ADP is doing processing.)
I will call Joann back in late April to see if this has been approved.


Description:
Have left numerous messages with Joann who does not answer her telephone or return my calls. Mark this account as Lost


Description:
11/21/00 I have talked with Larry directly and via voice mail.  Vulcan is in the midst of an acquistion and he has requested that an appt. be scheduled for March or April of 2001.  I have sent him a follow up letter.-KM


Description:
Beth Abernathy of HR advised that there are approximately 250 employees.  She said that there are two other quarries in the area whose employees may be interested also.  These quarries are referred to as 1) East Forsyth and 2) Smith Grove.  The former is in the Kernersville-High Point area and the latter is in the Farmington Rd area of Davie County.-KM


Description:
I met with Larry Miller, the Director of Human Resources, and Susan Scruggs his associate.  They are with Members CU.  They want to be served by both credit unions.  They want to put this in place asap.  They are glad that our new financial center will be nearby.-KM


Description:
Larry Miller called today.  He said that they had their employee information listed by zip code or area, whatever we needed. I talked with Carol Knouse.  We need for him to list the town and the number of employees there. He will do this.  He said that he has not received a reply from Members CU and asked if this was unusual.  I advised him that they may have had to take this to their board.  If he does not hear from them shortly, he may need to follow up. Once we have the additional demographic information and the acknowledgement of overlap from Members we will submit this to NCUA. Then we will submit it our Board.  Upon approval, I need to schedule a second meeting with Larry and his payroll rep and ours. This was at his request.-KM


Description:
Larry Miller called in and rather irately asked what  the hold up was-why is it taking so long, etc.  Per CK, I advised him that NCUA currently has an extremely high volume and that they are indeed working on it and we expect to know something by the end of the week.-KM


Description:
I advised Larry Miller that NCUA had approved Vulcan (MidEast) as an affiilate Now, it goes to the board on 6/26.  Afterwards, we will schedule enrollments.-KM


Description:
Left message for Mr. Miller to advise that his group had been NCUA approved and would go to the June 26 board meeting. (Mr. Miller is out of the office until June 26).


Description:
Brooke Walsworth and I met with Larry Miller, Susan Scruggs, 1 other HR person and 2 payroll reps. I advised them that I would e-mail a cover letter, sample poster and list of discounts.  Vulcan prefers that we use their form  They understand that it will be for a partial or net amount.  The employees can have payroll deduction or direct deposit.  Vulcan prefers to have one fed-wire to us rather than 2.  Brooke was in sync with this.-KM


Description:
Assisted KM with enrollment. Saw 14/signed 4
Direction to K'ville Quarry. Take Hwy 311 to Hwy 66. Turn right and go right into the 2nd driveway. Sign on Hwy. Go past 1st building on the left to the yellow house(office) around the curve. Muddy roads. Susan Scruggs and Tammy Wooten (Payroll) attended.


Description:
Carol and I conducted an information and enrollment session for the staff.  We saw thirteen employees and received three completed new membership applications.  We held a drawing and gave away a golf umbrella.


Description:
Carol, Karen and I conducted an information and enrollment session for the employees at the North Patterson Quarry.  There were 19 employees present and we received seven completed new membership applications.  We held a drawing and gave away an AFCU golf umbrella.


Description:
Carol, Debbie James, Debbie Wright, Karen and I conducted an information and enrollment session for the employees at the North Patterson Quarry at 7:00 a.m.  There were 47 present and we received nine completed new membership applications.  We held a drawing and gave away an Allegacy golf umbrella.


Description:
Carol, Karen and I conducted an information and enrolllment session for the employees at the North Patterson Quarrry Division Office at 10:00 a.m.  There were 16 employees present and we received five completed new membership applications.  We held a drawing and gave away an Allegacy golf umbrella.


Description:
Carol, Karen and I conducted an information and enrollment session for the administrative employees at the North Patterson Quarry Division Office at 2:00 p.m.  There were 15 employees present and we received four completed new membership applications.  We held a drawing and gave awqy an Allegacy golf umbrella.


Description:
CK & I held a presentation for the staff at the East Quarry. 4 of 14 signed up.-KM


Description:
Sharon Reich of our VISA Department , Courtney Chambers of the Call Center and I and held a sign up session for the North Quarry staff.  2 of 18 signed up.-KM


Description:
CK, FC & I held an enrollment for the delivery dept.


Description:
CK, FC, Debbie Wright and Debbie James and I held an enrollment for the Central Services dept.-KM


Description:
CK, FC & I held an enrollment for the division office (one group of individuals).-KM


Description:
CK, FC, and I held an enrollment session for a second group of individuals with the division offices.-KM


Description:
I delivered packets to Susan Scruggs and I picked up all of the mailing materials for Vulcan employees who live and work outside of the WS area.  Donna Hennesey of our Marketing department handled the bulk mailing for the business development department.-KM


Description:
Received a voice mail on 5-16-02 from the Richmond office requesting 5 packages be mailed to them. I returned the call today to verify address and mailed 5 packages to:
Darlene Isgett
Vulcan Materials
4703 New Market Road
Richmond, VA  23231 
Darlene's telephone #: 804-236-4164


Description:
I saw Susan Scruggs and asked her if there was anything that we could do for Vulcan.  She said that the employees in Richmond really needed a 
branch office.  I printed the listing of credit union service centers from the web and mailed it to Darlene Isgett of the Richmond office.  Her address is on the activities screen re: 5/20/02. I called Susan Scruggs to let her know about this and to ask if we could hold another enrollment.-KM


Description:
Spoke with Doris Greenlee who requested about 25 enrollment packets. 3 employees in their Boone location requested information and several employees in other East Coast locations have made similar requests. I told Doris that it has been 1 year since we handled their enrollment and that we would call Larry Miller later to re-visit their offices.


Description:
Called Larry to schedule an enrollment session and possible auto buying seminar. Left message for him to call me back. He called back on 2-25. I called him again and got message. I need to look at dates for enrollment and plan posters for different locations.


Description:
Larry called me back again and said that Susan Struggs would arrange all the meetings and that she will be in contact with me soon.


Description:
Talked To Darlene in Richmond, VA about membership. She said she needed updated information about AFCu and the new auto loan rates. Mailed some packets and 2 posters to them.


Description:
Called and left a voice mail with Susan that I wanted to schedule an enrollment session for employees.


Description:
Called and left another message for Susan that we need to discuss different locations/how many employees are at each location and holding signups. I offered to take her to lunch or communicate thru the phone or email.


Description:
Susan called and said she has been traveling all month. She needs us to send packets to a Hendersonville plant. She asked for 5 and also wants 30 packets for her office location.


Description:
delivered 45 packets to Susan, she is doing enrollments at all Vulcan facilities. Also mailed packets to hendersonville
address: Po Box 905 Hendersonville, NC 28793
or physical address Clear Creek Road Hendersonville, NC 28792. Arranging signups at three local locations. She is going to cover all others. Larry suggested that we put note in the company newsletter letting them know about Allegacy.


Description:
received updated employee listing and updated accounts in Focus.


Description:
left another message with Susan to see if we can schedule a sign up for employees. I also will check with Larry tonight,

Larry is out of town. Susan called back and said that she will talk with him and find out when the meeting is scheduled but it will not be June. She will call me back.


Description:
Susan called and cancelled our enrollment meeting. She asked me to deliver packets and 175 flyers that she would distribute to employees. I asked Molly to print the flyers.


Description:
I met with Sharon Kahill and Kim Phillips. The latter person is an RCFCU member.  She and Sharon are very enthusiastic about an affiliation with us.  Their coworkers are not content with Summit CU's customer service.  They wish to be affiliated with a credit union that can offer more products, services and good customer service.  They will be meeting with a Vice-President today.  I do not know whether he is with NC Baptist or WFU or with whom.  They seem to think that this will go through as QualChoice is a for profit organization and the hospital is not.  They hope that the hospital will affiliate with us.  They did say that the hospital has to know what benefits they are offering. I will ask Angie Mehaffey to contact their payroll person to discuss any issues ahead of time.  At this point, QualChoice will request an overlap with Summit CU.-KM


Description:
Emailed conrad about the event day. - cp


Description:
I received a call from Karen Fritts requesting 50 new membership packets.  Karen's number is 336-731-6391 ext. 2223.


Description:
I talked with Tracie and offered her two tickets to the Vantage Championship.  She also requested 15 membership packets be delivered when the tickets are delivered.


Description:
I stopped in to deliver complimentary tickets to the Vantage Championship and 15 membership packets.


Description:
Lisa called and talked with Tracie Bullins.  Tracy stated that they are in need of new membership packets.  They have no problems and seem happy with the current service and products.  

Lisa called and left a message on voicemail Frances's voicemail with the new address of the office and the request for packets to be delivered.


Description:
Lisa delivered the holiday premium to Traci Bullins.  They do not need any supplies at this time.


Description:
I called to verify the correct phone number for the office.  I talked with Tracie and was told that the number that we have on file is actually the number for the Home Care Division.  This division is now closed.  The correct number has been updated in SEG Manager.  

I asked Tracie if she was in need of materials or supplies while I had her on the phone and she stated that they need 10 new membershp packets to be mailed or delivered.


Description:
I delivered ten new membership packets per the request of Tracie Bullins and stayed to answer questions for the staff.  The members of the office staff were interested in family membership and mortgage information.  I referred them to the website for current mortgage rate information and for family membership information.  I also reminded them that they can stop by any of our financial centers to obtain information.


Description:
Frances and I stopped by so that I could meet them. Our rep, Kathy Cooper, was not in the office. Her assistant said we could call her later. I requested a name and address listing. She said I should check with Kathy but that their employees have files in their office that we can place information for them to pickup.


Description:
Called Kathy Cooper to inquire about their payroll processing. Their payroll is prepared at their headquarters in Arlington, Texas. They are already providing electronic payroll.
I also inquired about an enrollment. Kathy said that most of their traffice is early in the morning or the last thing in the day on Monday and Fridays. I will assign to Anya to follow-up.


Description:
I calld to Kathy cooper to inquire about an enrollment on Monday  at 7.30-10.00 (March,10)


Description:
Enrollment at Nursefinders(03-10-2003) I sow 13 employees(6-current members) with the following results: 6 new members,1 ck appl,2 Safe Passage ref, 1visa appl,2 used cars loan appl.


Description:
Jeanne Tilley and I dropped stopped in to meet Shirley Barnett.  We left our business cards and she stated she did not receive her copy of the sponsor company newsletter.  I did mail her a copy of the newsletter on 3-14-00.


Description:
Jeannie called to make sure that Shirley Barnett received the invitation to the sponsor company luncheon.  Shirley will try to attend if possible, she is in the process of being audited and it may be difficult to get away.


Description:
Belinda stopped by to deliver the holiday premium to Shirley Barnett.  Belinda was able to talk with Shirley and to visit for a while.


Description:
I stopped in to talk with Betty Bell and to give her five new membership applications that she had requested.  I asked her if it would be possible for me to come out and talk to the staff about the benefits of membership and she stated that she did not feel that it is necessary.  She informs new employees of the benefit of membership with AFCU.  There is very little turnover within the organization.


Description:
I gave Shirley the holiday premium and she gave me a tour of their new building.  I talked with her re: our car buying program.  She will check into this further.-KM


Description:
I received a call from Betty Bell stating that they will be having some new employees join their organization.  She needs five new membership packets.


Description:
I stopped in to deliver five new membership packets for Shirley Barnett.  Shirleyl had left the office for a Dr.'s appointment.  I was able to talk with James Reams and Shirley in the gift shop.  They each wanted information about services available through AFCU.  Shirley is interested in a debt consolidation loan and James is interested in the Affordable Housing Program and the First Time Home Buyer's Seminars.  They were also able to give me updated numbers on the current number of employees.


Description:
Received a call from Betty Bell who requested additional membership packets. I will deliver next week.


Description:
Delivered 25 member packets to Shirley Barnett who said that she wanted us to visit during one of their staff meeting to discuss credit union benefits. I told Shirley to call me to schedule.


Description:
Gave Ms. Wolf membership supplies.  She came in and did new car loan.  She instructed Belinda that office locaiton will be moving soon. When office moves they will offer direct deposit to employees.Right now they only offer deductions.


Description:
Katherine Wolf called on behalf of two employees who had complaints about the FSC branch and Leigh Anne Miller.  The parties involved were Brenda Allen and Katherine "Renee" Choplin.  They described their credit union experience as "horrible" .  They were each experiencing payroll problems.  Renee was also experiencing problems getting her checks and her atm card.  I talked with Shelia Hutchens in payroll and we had a three way call with Katherine to determine how to handle the payroll issue.


Description:
Jeannie Tilley and I stopped in to visit with Katherine Wolf and to address the issues brought up during our discussion on 2-17-00.  She seemed pleased with our service and appreciative of my help to get the issue resolved.  They will be moving to Kimel Park in July and will have direct deposit available at that time.  They currently have 112 employees and are expected to continue to grow.


Description:
Jeannie called to make sure that Katherine Wolf received the invitation to the sponsor company luncheon.  Katherine will not be able to attend the luncheon, she is short staffed.


Description:
I received a message from Shelia Hutchens, at the request of Katherine Wolf, that Katherine is in need of new membership packets.  I called Katherine to find out how many packets she needs.  I left a message on her voice mail.  Catherine returned my call stating that she needs 50 new membership packets.


Description:
I delivered 50 new membership packets to Katherine Wolf.  Katherine informed me that they are still scheduled to move in  July.  She stated that they hope that direct deposit will be available after the move.


Description:
I talked with Catherine Wolf who had left a message on voice mail regarding complaints from three employees there.  Katherine Renee Choplin purchased a new vehicle and a draft to her money market account did not continue.  Brenda Allen had an issue with a transfer from savings to checking.  Libby Sullivan had an issue regarding cashing Traveler's checks at the drive through at the Financial Service Center.  

I called Kathy Alexander and discussed the issues, she will research to find out the results.


Description:
I talked with Kathy Alexander and she relayed an apology to all members who were involved.  The issues were not recent and had been funneled through the sponsor company representative who is Catherine Wolf.


Description:
I talked with Catherine Wolfe about the issues that she had raised concerning three of the staff. I suggested that she have the employees contact the manager of the branch if they have a complaint.  She was very receptive of the information and the call ended on a very positive note.  I did make the offer for her to continue to call me as she needs to.


Description:
I received an address correction and updated the system with the correct address for this group.


Description:
I talked with Katherine Wolf who stated that Renee Choplin was having a bad experience in one of our branches.  She is supposed to call me back with the details of the event.


Description:
Katherine Wolf called to tell me that Catherine Renee Choplin is at the FSC Branch and is having a problem.  "Renee" stopped by the branch to withdraw money and was told by the teller that her loan is delinquent.  She was asked to come inside to talk about the problem.  She proceeded to enter the office and all heck broke loose.  She became angry that she was embarrased by the teller who relayed the information of the delinquency.  Renee obtained a new vehicle loan on June 23.  Her deduction is correct but the allocation was not established.  This transaction deleted a per pay period transfer to her Money Market Account.  This culminates a series of problems that have taken place on her account throughout this year.  She was very rude and angry with Angie Mahaffey who took over the call from Brooke.  She was livid to say the least.  After discussions with Angie and myself we believe that all errors have been corrected.  Angie established the allocation and effective dated the transfer of payments.  Renee has also requested that she be credited with interest lost on the Money Market account.  Angie is researching this request.  Renee is the Director of Marketing for the practice.  She has been very vocal to the other employees about the service that she has received with RCFCU.  She stated to me that if the practice was run like we run our business they would be out of business.  She has no confidence in our abilities and has threatened to close out all of her accounts.  I have placed her account on my calendar for follow-up to verify that the deductions are coming out correctly.


Description:
The holiday premium was mailed to Catherine Wolf today.


Description:
I called Catherine to ask if we could come out and conduct an employee signup and information session for the staff.  She stated that Mr. Denton who is the Administrator, must approve all visitors who want to come on site.  She informed that they are very busy at this time with required training on such issues as sexual harassment.  She stated that she does include a packet of our information at all new employee orientations.  She stated that she will talk with Mr. Denton and give me a call back to inform me of his decision.  She said that if he agrees she will place a signup sheet in an area for all employees to see so that those with questions or an interest in joining could signup.


Description:
I voice mailed Karen Everhart to ask her to update me on their decision.  I will soon mark this as a "lost" account if she does not reply.-KM


Description:
I have listed this as lost as their has been no response from this company.-KM


Description:
5/23/00 I called this firm two weeks ago.  Joe Oldham at extension 104 said that this firm is with Members.  They have no plans to change anything.-KM

Company:
Adams Mulford Contract & Architectural Furniture I


Description:
5/23/00 Dotsy Snow asked that I send a package to her re: our CU.  The next school session will commence mid-June.  She asked that we check back then.-KM


Description:
7/6/00 Dotsy Snow said that they do not want to join now.  She will keep the package and if things change she will contact me.  I emphasized our lower rates, our not-for-profit status, premium checking, etc.. If things change she will contact me.-KM


Description:
left message with receptionist, will follow up - cp


Description:
Dropped off materials for dick hastings.  He was out of town for the holiday. - cp


Description:
dick is out of the office. I left message with the receptionist. - cp


Description:
have called and left several messages.  Have not received call back.  Company is a small facility, when visited only one employee on site.  Recommending to move to lost. - cp


Description:
I called Monitor Medical which is located at 4960 Indiana Ave in WS-27106.  They have been acquired by 3Ci, which is HQ'd in Norcross.  The HR Manager said that she would only consider a CU that could cover everyone.  There are a total of 254 employees with 3Ci-20 of which are in WS.  Should regulations with NCUA be relaxed-we may be able to serve this company.  I have gone ahead and sent a SEG packet and will await the phone conference info from NCUA scheduled for 6/7/00.-KM


Description:
7/10/00 I spoke with Debbie Linton.  She sounded very disinterested.  She said that she vaguely remembered getting the package. She asked that I call back in September.-KM


Description:
9/8/00 I noted that the status is lost. I still had a file folder with information on this company.  Ms. Linton said that they downsized the operation in WS and now have 8 people.  She does not feel that it's worth pursuing.  I am leaving this as a lost status.-KM


Description:
5/24/00 I left a message for Mr. Webb to please return my call.-KM
5/26/00 I met with Wayne Webb.  They do not offer payroll deduction or direct deposit.  I asked Heather Allen to call him about direct deposit.  That is what he is most interested in.-KM
6/12/00 Sherrie Bridgewater handles payroll for Webb.  She had not heard from Heather & called in for info.  I conferenced in Heather.  Heather advised her that we do not administer direct deposit but that we do accept it.  Webb would need to coordinate direct deposit with a third party such as Paychex or ADP, etc.  Heather did explain that we could handle the payroll deduction piece as exception. Ms. Bridgewater will confer with Mr. Webb and advise.-KM


Description:
7/10/00 I asked that Sherrie Bridgewater call me back.-KM


Description:
9/26/00 I spoke with Sherrie Bridgewater.  She indicated that they would not be pursuing this now.  I asked that she keep my business card handy and let me know if they change their minds.-KM


Description:
5/25/00  I met with Karen K. Hardy of the firm.  Ron Padgett and she will review the package. I will call her 2nd week of June.  They employ 200 people locally. They do offer payroll deduction and may offer direct deposit to a few employees later on. The likely qualifier for premium checking would be VISA. -KM
6/5/00 I left a message for Karen Hardy to call me.-KM


Description:
8/4/00 I left a v. mail with Karen Hardy; asked that she call me.-KM


Description:
9/26/00 Karen Hardy is out on leave. I left a message for Ron Padgett to call me to let me know if joining our CU is under consideration.-KM


Description:
I voice-mailed Karen Hardy to find out if they have reached a decision to affiliate or not.-KM


Description:
I left another voice mail for Karen Hardy to call me re: their decision. If I do not hear back from her in a week, I will mark this as a lost account.  There has been no communication from them since the original meeting.-KM


Description:
I am considering this as a lost account.  Without direct deposit for all employees or payroll deduction, it would be difficult to administer services and products for them.-KM


Description:
Called meadobrook manor in clemmonsfor brian hutchinson who is the administrator .  The receptionist said to call the owner gray angel.  Left a message and will be dropping off information. - cp
6/12/00 I called Brookstown Terrace.  A lady named Tammy said that they are part of Meadowbrook Terrace and she mentioned that Don Gray owned the facilities.  I advised her that we had contacted Meadowbrook.  If Meadowbrook approves it, then it will likely be available for employees at all locations. The locations that she referenced are Meadowbrook of Davie; Meadowbrook Terrace; one facility in Lexington; and one being built in WS.-KM

Company:
Meadowbrook Health Care of North Carolina


Description:
Left detailed message for gray angel to follow up after dropping off packet. - cp


Description:
have made several attempts to get in touch with gray angel.  Recommending to move to lost. Cp


Description:
Left message on voice mail for Becky Beane in HR - cp


Description:
Saw Paul at a meeting on 5/30 and suggested that we finally get them into the credit union.  We have talked to him in the past and were delayed because of the injunction. - cp


Description:
Talked with Paul it is just a matter of getting him to write the letter.  He has promised he will get it in soon.  - cp


Description:
stopped by to see paul and push him to get the letter in.  He was out of the office. - cp


Description:
stopped by to "bug" paul.  He is working on a new website for the convention center and is tied up until after the 4th if not more.  He said it is something he wants to for his employees. - cp


Description:
emailed paul, he checks email more than voice mail.  He is out of town and will be back in next week.  - cp


Description:
DID ORIGINAL SIGN UP FOR 4 PEOPLE.  1 SIGNED, ONE WAS ALREADY A MEMBER AND THE OTHER TWO WILL , HAD TO LEAVE FOR SECOND JOB. - CP


Description:
I talked with Page at length.  She seems to think that Cathy's notes stating that people signed up for membership may have been made in error.  She said that no one to her knowledge had signed up. I highlighted our products and services for her and advised her that those employees who are members elsewhere are welcomed to join AFCU also.  She said that the staff does not work 8-5.  They are there to teach a class and then leave.  I advised her that we strive to have at least 25% participation, which for her group would be 1.5 or 2 people.  She transferred me to Paul's voice mail and I left a message to the same effect for him and asked that he call me back next week.  They will be near our new HQ. I also asked that he e-mail his staff and have them visit our web site to sign up for membership-KM


Description:
Paul Realli left a message about their address change. We already had the correct address in our system. I left him a voice mail to confirm the receipt of his message and asked him to call me to schedule an enrollment for him and his employees.


Description:
I saw Paul Reali at a Chamber event.  He said that all of the staff are independent contractors. He has a business card labeled OmniSkills, which is a brand of software.  He said that he is considering splitting the two companies in 2003.  He plans to work out of his home beginning next year.-KM


Description:
6/5/00 I spoke with a representative with HR.  She said they are with Truliant.-KM


Description:
6/5/00 Ruth Burcaw advised me to mail a packet.  I will follow up in 2 weeks.-KM


Description:
I met with the SEG rep. to deliver the holiday premium and to quickly review new products.  I mentioned to her that I would like to contact Dr. Barabe in the future re: a new program.  He would be a wealth management client.-KM


Description:
9/26/00 I left a message for Andrew to call me to let me know the status of their decision.-KM


Description:
9/26/00 Andrew called back.  He said that this is something that they definitely want to do.  However, he wants a call back in 3 weeks. He has been swamped.-KM


Description:
This offer has been pending for 9 months. Karen Weathers who was/is(?) on their board was the driving force behind this lead. As I understand it, Karen is longer employed by Nabisco.  Since we have not received a reply from this agency, it is being marked as a lost account.-KM


Description:
Talked with Carles Mabry, H.R. Director. He said that company going thru financial difficulties and have downsized.  He asked that we call back in about one year.


Description:
Talked with Mr. Mabry. He & wife are involved in a credit un and he thinks they are good but when he brings it up his plant manager always says he is not interested. They do not have direct deposit but offer payroll deduction. He suggested I send 2 pkgs. And call him in 2 weeks to see if there is any interest.


Description:
Spoke with Mr. Mabry who said he had given one of the packets I mailed to Mr. Henry Rowe, CFO. Transferred my call to Mr. Rowe. Not in so I left message for him to call me.


Description:
Met with Henry Rowe, CFO. He will take a look at package. Would want to do a survey of his employees before committing. Questioned me about RCFCU history, products, & services. Will send him a sample survey and followup with a telephone call in 2 or 3 weeks.


Description:
Called to speak with H Rowe. In a meeting. Call Back this afternoon.


Description:
Spoke with Henry Rowe.  He did not remember getting the survey I sent to him in September and said he had not thought much about offering a credit union since we do not have a local branch.  I asked if I could send him another survey and he said "that would probably help". Will get it in the mail and call him in three weeks.


Description:
Have called Mr. Rowe numerous times.  He will not commit either way. Since we do not have a local branch he does not believe his employees would utilize the credit union. Consider lost.


Description:
5/2/00 I mailed a SEG packet to this firm.  Will follow up in 2 weeks.-KM


Description:
7/10/00 Teresa O'Byrne gave the information to the owner.  They are not interested.-KM


Description:
5/2/00 Mailed SEG packet to Elaine Williams. Will follow up in 2 weeks.-KM
5/19/00 I talked with Elaine Williams.  She does not seem interested in having the company join RCFCU. She did agree to have us call back in 1 month.-KM


Description:
7/6/00 I left a v. mail for Elaine Williams to call me.-KM


Description:
8/22/00 This does not involve a call.  Carol Knouse met with Pat Payne and Cathy Pace.  We are considering this as a lost account as there has been no interest from the company.-KM


Description:
Thanked peter for all his work and mentioned that several of his employees had inquired about the benefit.  He asked that I cll him and we set up lunch. -cp


Description:
talked with peter. He is preparing for review board "huge" presentation and asked that I wait until around 5/22 to check back then. -cp


Description:
talked with peter and we set up a meeting for 5/30 at 9:00 - cp


Description:
met with peter.  He seemed rushed and preocupied.  Said their was a crisis going on.  He asked that I send and additional package.  Will follow up in 2 weeks. - cp


Description:
talked with peter and things have gotten busy again.  He asked me to fax the letter to him.  - cp


Description:
still no response from peter and moving to lost. - cp


Description:
Met mr sonbert at piedmont club during the seg luncheon.  Will follow up -cp


Description:
talked with Beth the receptionist and will be stopping by to drop off information.  Mr. Sonbert is out until Tuesday. - cp


Description:
dropped off package.  Met the receptionist and she was excited.  Said mr sonbert was a member with truliant.  Will follow up - cp


Description:
Talked with mr sonbert he wanted me to refinance his daughters car loan and I explained that we would need to get the company signed on.  He did not seem to understand.  He is a member of truliant.  He asked me to call his general manager in several days.  His name is Lee Glenn.  Will follow up - cp


Description:
talked with lee glenn and he is heading out for vacation next week and we have set up an appointment to review rcfcu on july 12th at 3:00. - cp


Description:
met with the general manager lee glenn who is a member of rcfcu.  He said is will be great for his employees and that he just needs to talk it over with mr sonbert.  They do their payroll through paychex and it is mandetory. They are paid on Friday and are bi weekly.  They have 10 employees and do hire contract employees who are on the payroll periodically.  - cp


Description:
met with  7 employees with sonbert.  Signed up 3 and 1 was already a member.  The technicians had to leave early,  asked how they can send in the membership. - cp


Description:
Belinda delivered the holiday premium and introduced herself to Lee Glenn.


Description:
Dropped off holiday premium and profile of company. Met Lee Glenn who has been a member for years. Re-coded his account today.
He has new information and talks about the credit union when they have a new hire.


Description:
I called to ask Lee Glenn for his email address.  He gave me Mr. Sonbert's email address.


Description:
5/5/00 I called this lead and he used to audit RCFCU and other local Credit Unions, including Truliant.  He mentioned that RCFCU and Truliant were  the only ones to consider joining in this area. I have set an appointment with him for Monday 5/8 at 4:00 p.m..-KM
5/19/00 James Cobbler called in with questions about payroll deduct, direct deposit, VISA, premium checking and certificates.   Heather Allen assisted Mr. Cobbler as did I.  I left a message for Peggy Brown to call him in re: VISA.
Key point**we anticipate that to obtain premium checking the employees of this company will want to qualify via  the VISA credit card.  He advised that they sometimes request payroll advances.-KM


Description:
talked with james about factors to cinsider and aked payroll information as well as scheduling the sign ups. - cp


Description:
talked to james about times for sign up on july 25.  We have set them for 8:30 a.m.  Frances and I will be going.  He requested 3 posters and I will deliver after the 18th board meeting.  - cp


Description:
dropped off posters for the signups on 7/25 and discussed doing 3 different presentations 8:30, 9:00, & 9:30 - cp


Description:
did 3 presentations and saw 53 people and 28 signup. - cp


Description:
Cathy and I conducted new employees signups for 53 employees.  We received 28  completed applications.  We saw three separate employee groups.  FDC


Description:
I called James Cobbler to get information on Bernice Walser who was the drawing winner on 7-26-00.

I returned a call to James Cobbler regarding Bernice Walser as the drawing winner.  Mrs. Walser is an older person who has no intention of joining the credit union and has declined the her $10.00 winnings.


Description:
Lora is opposed to taking any time to do payroll deduction. I have asked Brooke to call her on 5/9 as Lora will be away. They do use PayChex. -KM


Description:
DELETED 4/29/2003
Call Lora Sessions re:status.


Description:
I have keyed this as a separate SEG due to the location.  In the phone book a third location is listed.  We need to confirm whether this is still in operation and if so find out who the office manager is there, whether we need to do separate mailings/faxes there, etc.  If so, we will need to add it to SEG Manager.-KM


Description:
I delivered 40 new membership packets to Don Peiffer who is the new contact person.  Don stated that his predecessor, Kaye Stockton had mentioned that the company offered the benefit of the credit union to employees but he did not have any information.  I talked with Don for about 15 to 20 minutes about the credit union and the services that we can provide to the staff.  I asked if if would be possible for us to attend an employee staff meeting and he replied that they have employees who work various shifts and in seven different counties.  He stated that they currently have approximately 75 employees and that many of them never come in to the local office.  He stated that he would forward the information on to those who have been hired most recently.  I also offered to do a luncheon for the staff, be on site and be available to enroll employees who are interested in joining the credit union.  He was not receptive or in favor in this idea.  He stated that the employees have rotating lunch schedules and that it is difficult to get them together.  I explained that this would not require them to be in a group presentation.  Don mentioned that they have employees as far away as Concord.  I informed him that we are the credit union for Novant and that we have an office in Charlotte and that we are looking at other opportunities in the surrounding area.


Description:
I ordered fruit and dessert trays from Jason's Deli and had these delivered to their new office on Highland Oaks Blvd. I had planned to do something to honor their grand opening event. 

I plan to lunch with Deborah in October and plan an enrollment date at that time.-KM


Description:
Met with Rebecca Kovalich, Debra Tidwell, Kaye Stockton. They use ADP for payroll. They do have direct deposit and payroll deduction


Description:
Held enrollment session. 2 of 8 attending at the Highland Oaks location signed up.


Description:
saw 5 more and all 4signed up at HighlandOaks location. , Hawthorne location signed up 6 of 6. Went back to Highland Oaks and signed 4 of 5.


Description:
Met with Deborah Tidwell. She has added 30-40 employees recently and requested that we supply her with packets for the new employees.  Delivered packets on 9-26.


Description:
Met with Deborah to her the holiday premium and go over the new products and services. She said that she felt having the credit union was a very positive experience. She stated all offices will be moved into one central location at Highland Oaks. This move is anticipated for June 2002.


Description:
Karen delivered a fruit tray to celebrate their move. They bought the second floor of the building at Highland Oaks. Walt Klein is their tenant. They currently have 75 employees. Karen delivered a fruit tray in recognition of their move.


Description:
Called to schedule an enrollment session for employees. The receptionist said that Deborah would still handle scheduling the enrollments. He asked for my name and number and said he would call me back.


Description:
I called Mr. Bostock last week to discuss affiliation of INFONXX with AFCU.  He said that the employees live in East Greensboro and are used to receiving actual checks and do not want direct deposit.  He said that this is the only facility of INFONXX that allows for anything other than direct deposit.  He said that they want a branch at their location.  They are located in the AT&T building on I-40 beside of Lucent Technologies.  I discussed this with Carol Knouse.  He also mentioned that they had talked with Truliant in the past but it did not work out because the branch was not near enough. Johnathan also said that they have a high turnover rate but they are in a hiring mode and want to add 150 more employees. I stressed  the home banking feature and the shared service center at Friendly Shopping Center in Greensboro but he does not think that the employees have computers at home and they do not want to travel to Friendly Shopping Center to transact business.  I advised him that the offer stood should they reconsider in the future. This account is being considered as lost.-KM


Description:
I met with Ms. Adams about affiliating with AFCU.  She seems somewhat interested since it would not involve any expense to the company.  Belinda Wilson advised that we contact North Point Medical Associates as they were part of Carolina Medical Net-one of our SEGs.  It turns out that this group MDCo, PA was affiliated with Carolina Medical Net.  I understand that they are no longer affiliated with them.MDCo, PA encompasses three medical offices:North Point Medical (22 employees), Pied. Family Medicine (13 employees), & West Forsyth Family Medicine.
(13 employees).  The staff of physicians will meet January 26th and Jeanne Adams will discuss the offer to affiliate with them at this time.  I advised her that someone from our support services area will contact them about payroll deduction, etc.-KM


Description:
Brooke Walsworth of Support Services tried to talk with Jeanne Adams about payroll issues.  Jeanne & Brooke did not get into the details however about e-mailing an excel file for FOCUS.  Jeanne seems intent on presenting this to the staff of MDs and getting their approval and then having me do a presentation to the employees.  I feel that I will need to reiterate that she needs to forward the letter of request to join as the primary step.-KM


Description:
Jeanne Adams called to discuss key points about credit unions and our products, etc.-KM


Description:
Frances Campbell and I held a sign-up session. We signed up 2 of 9 people seen.  Several others plan to sign up after they talk with their spouses.  Jennie Adams said that the other two locations have not given her a sign-up date yet, but she will check with them again. Also, I mentioned that we would like to have 25% participation by the end of six months.-KM


Description:
Karen and I conducted an employee information and enrollment session for the staff.  We saw eight employees and received one new membership application.  There is one employee who is already a member of AFCU.  We took both cookies and a fruit tray from Lowes Foods.


Description:
I met with 2 employees of the North Point Medical Associates. One was already a member. One was not but she joined today. She is very excited about our credit union. They doubted if the whole staff saw the poster about this new benefit.  I offered that we would do a sign-up for them if they would like. Their base office in Clemmons was resistant to having us do a presentation to the group.-KM


Description:
I met with Janice pine, the office coordinator at Piedmont Triad Family Practice in Kernersville.  She signed up for membership and will likely move her checking account to AFCU.-KM


Description:
Jeanne Adams caled to say that there is a P.A. at the Kernersville office who wants to join AFCU. I talked this over with Amanda and with Carol. I then called Jeanne Adams to say that the potential member is welcome to go to our K'ville financial center or on-line. Jeanne apologized that she had a hard time rounding up all of the different groups.  I advised her that I would like to come back a second time for sign-ups at the different locations.  She seemed agreeable to this. I told her that I would call her a  couple of months.-KM


Description:
I calld to Kay Georgiady about an enrollment. She give to me ph# for 3 off. In Clemmons             ( Pam# 766-0547),Kernersville (Tamy #993-2224),North Point(Heather#759-7596).I will coll to evry offises about an enrollment today(04-01-2003)


Description:
Enrollment at Clemmons Br. I saw  12 employees.(4-current members) with the following results: 6 new members, 5 payroll deductions, 3direct deposits, 3 holiday clubs, 3 cars ref, 2 visa appl.


Description:
Enrollment at Kernersville offis.I sow 7 employees(4-current members) with the following results:3 new members,2checking accounts,2 Holiday Clubs,2 cars ref,2 direct deposits,3 payroll ded.


Description:
Enrollment at North offis.I  and Tasha sow 15 employees(8-current members) with the following results:3 new members,2 checking accounts,3 payroll ded,2direct deposits,2 Holiday Clubs.


Description:
I mailed a package to Anita Eklund at their High Point office which must be their main office. I talked with someone, name unknown, at the Winston-Salem office.  She said that they have offices in High Point, Greensboro, Winston-Salem, Asheboro and Burlington.  There are 75 employees on staff.  Anita has been in touch with a couple of banks to see if they have a small "group" package. -KM


Description:
I talked with Anita today.  She is not receptive and said that they are considering 3 banks for the type of things that we are offering.  I mentioned our structure allows us to pass the profits back to our members in the form of higher rates on deposit accounts and lower rates on loans.  She said that they have more important things to handle than this. She is not receptive and said that she will be able to talk about this at the end of the month.  She is going on her honeymoon in a couple of weeks.-KM


Description:
I talked with Anita Eukland.  She is holding on to our package along with others from other banks.  They are leaning towards Centura, since they have a commercial account with them. I advised her that once someone is a member with us they are always a member.  I advised her that if they do obtain a group banking program, those folks who leave the employment of Crumley would no longer qualify for discounted services. I offered to meet with Anita to review our products and services in more detail.  I advised her that I would check back with her in a month.KM


Description:
I talked with Anita Eklund.  She said that they have information from 3 financial institutions and they have not made a decision yet.  I will contact her in a month.  I offered to meet with her and other decision makers re: our cu.-KM


Description:
I left a message for Anita Eklund to return my call.-KM


Description:
I have been trying to reach Shannon for several months.  I mailed a SEG packet to him on Friday and will continue to follow up.  The Book of Lists from TBN lists them as the largest temporary agency. I will need to confirm Shannon's title.-KM


Description:
I left a message for Robert Patterson to call me back.  Mr. Griffin will be away for the next month.-KM


Description:
Erin  Hartman of this firm return my call.  The offer to affiliate is something "they are interested in".  I have an appointment with them 1/23/01.-KM


Description:
I met with Erin Hartman and Cathy Allen. They will consult with their management team regarding AFCU.  They anticipate approval from management and advised that I will likely receive their letter within two weeks.  They do expect that this would be presented to our Board on 2/20/01.-KM


Description:
Cathy Allen advised that they will be affiliating. She asked for a timeline on final approval.  I called back and I left a voice mail for her.  I advised that she was welcomed to fax the letter of request to join.  We would then forward this to NCUA and then our BOD on 2/20.-KM


Description:
Karen and I conducted an employee signup for the staff, we saw fourteen employees and received three completed new membership applications.  The applications were taken to the Kernersville Branch and given to Joan Black to be entered into the system.


Description:
Karen and I conducted an employee information and signup session for the staff.  We saw a total of 25 employees over the 2 days and had a count of 12. Some of these were already members. The applications were taken to the Kernersville Branch and given to Joan Black to be entered into the system.


Description:
Frances and I held a sign-up session on 2 consecutive days.  A total of 12 accounts of 25 employees seen were recorded.  This includes some current members.-KM


Description:
A second sign-up session was held along with Frances Campbell.  See the preceding notes re: results.-KM


Description:
Called Susan to see if she could attend the Seg luncheon. She said she is just oo busy to attend. She also told me she does not need any materials.


Description:
Susan Morris is retiring from Novant and Call a nurse to be a fulltime mom and wife. She has given us a new contact name which I have upsated our profile with. Our contact works third shift. The best way to communicate is through email


Description:
Met with Lucy Hind. Gave her business card holder and we talked about her office manager leaving. They are not going to hire a new office manager. The girl on third shift is picking up some of the duties and Lucy and Marty are splitting the rest. She is very happy with us. She does want us to start a smart card program that is similar to the Funion college card.


Description:
Visited with Luci Hind, Ellie Craddock (payroll), and Susan Carr (new employee). Luci invited us to do a short presentation at their mandated monthly meeting on Feb. 26. Two sessions (11:00 am or 7:00 pm) Be prepared to handle 55 employees since she does not control who comes to which session. They are not paid by Novant. Payroll prepared by PayChex. Ellie handles all payroll issues internally.  Paid by-weekly on Fridays. Verified # of employees, left holiday premium. Cannot release names and addresses of employees but we can get those from drawing we do at enrollment sessions. Said employees do not get many perks and will enjoy a chance at a drawing or free food and premiums. Will follow-up.


Description:
Called Ellie to request we be put on their agenda for February 26.Will e-mailed poster to Ellie for her to post in appropriate places.


Description:
I called to talk with Marlene Fulp to verify if their payroll has changed from biweekly to semi-monthly.  I left a message for her to return the call.

Company:
Piedmont Anesthesia And Pain Consultants P A


Description:
I called Marlene to detemine exactly when the employees are paid.  They are paid on the 15th and the last working day of the month.


Description:
I called Marlene Fulp to offer her a pair of complimentary tickets to the Vantage Championship.  I left a message on her voicemail requesting a return call today.


Description:
I was finally able to talk with Marlene and she would like to have two tickets for Saturday's round of the Vantage Championship.


Description:
I delivered the complimentary tickets for the Vantage Championship to Marlene Fulp.


Description:
Belinda delivered the holiday premium to Marlene.


Description:
Called marlene about the SEG luncheon. She did not return my call or RSVP.


Description:
DELIVERED 75 MEMBERSHIP BROCHURES AND CARD HOLDER TO MARLENE. SHE IS LETTING STAFF KNOW THAT THEY ARE ELIGIBLE TO JOIN THE CREDIT UNION.


Description:
delivered 75 membership brochures for employee mailing


Description:
Called Marlene Her email is no longer valid. Her phone number has changed too.


Description:
called Marlene back. Left message on voicemail to call me regarding a signup.


Description:
CALLED TO OFFICE TO REACH MARLENE. HER TELEPHONE NUMBER HAS CHANGED AGAIN TO 718-4049. I WAS TOLD THEY ARE HAVING DIFFICULTY WITH THE PHONE SYSTEM AND TO KEEP TRYING.


Description:
Jeannie called to make sure that Sandra Boner received the invitation to the sponsor company luncheon.  Sandra will not be able to attend.


Description:
Jeannie Tilley and I stopped by to visit Sandra Boner and to drop off Munchkins and our business cards.  Sandra was not available, she was in an all day class.


Description:
Sandra is on vacation and cannot attend the luncheon


Description:
went by to deliver the card holder and membership brochures. Sandra was not in but receptionist told me they have everything that they need.


Description:
Kathy Alexander called Jean Brown to verify that she did receive an invitation to the sponsor company representative luncheon.  Jean will not be able to attend.


Description:
Ron George and I stopped in to deliver the holiday premium.  Jean Brown was out of the office due to illness.  The premium was left at the front desk.


Description:
Called on Jean Brown who was out for the day. Suzanne Nohlgren is Jean's manager but she was not available. Left holiday premium with receptionist. Left message for Jean to call me when she returns on Friday, Jan. 25. Also left profile report. Hope to discuss when she calls. Will ask for re-enrollment event and verify number of employees.


Description:
Called Jean Brown. Left msg as she was not available. Want to request re-enrollment.


Description:
Spoke with Jean Brown and arranged an enrollment session for Feb. 20. They have about 40 employees. Jean inquired about combining a car loan and a signature loan that are now at SECU. She also plans to move her checking account to AFCU. Jean's husband is employed by RJR.


Description:
Carol and I conducted an information and re-enrollment session for the staff. We saw 29 employees and 22 are now AFCU members.  We received one new membership application and 3 family membership applications.  We took wrist keyrings, popcorn, and pens as premiums.  We also took a fruit tray from Fresh Market and we held a drawing for a $25.00 gift certificate to The Village Tavern.


Description:
Talked with Shelia about car loan for her husband.  She stated that her employees were very pleased with the credit union.  She assisted Belinda with new employee signups.


Description:
Jeannie called Susan Hollett to make sure that she received the invitation to the sponsor company luncheon.  Jeannie called twice and was told that she would be out of the office all week.


Description:
Belinda Wilson and I stopped in to visit Shelia Reynolds.  We left Munchkins and our business cards.  We were able to talk with Shelia.  Shelia has grown daughters who are 22 and 24.  She and her family are planning a vacation to Disney World.


Description:
Talked with Sheila about her daughter joining and refinancing her auto loan with us. Currently it is in her name and her fathers.


Description:
Checked in with Sheila to see how everything was going. We talked about her daughter joining the credit union and refinancing her car loan with us. Currently it is in her Dad's name at aonther fi.


Description:
I called Sheila Reynolds to inform her that there will only be space available for one person from each sponsor company.  She had previously RSVP'd with two names, hers and Ava Gordola.  She understands that we can only accommodate one person from each sponsor company.


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

Sheila Reynolds stated that she would be receptive to on-site credit union visits twice a year and a Credit Union Day event.  This group is included in the new employee orientation that is provided by Novant.


Description:
I called to talk with Sheila to obtain her email address.  I was told that Sheila is out of the office today.


Description:
Called Sheila and left a message to see if we could verify number of employees and see about holding enrollment session.


Description:
New signup scheduled for Pharmacy Department. Talked with Patty 704-384-4910. We are going to be there from 7:30-8:30 for third shift and 3-4 for first and second shift. There are 4 employees on third, 40 on first and 30 on second. Emailed poster to Patty to annouce us coming.


Description:
emailed information to Marian Sharpe to give her updated service center location for Matthews. She is going to distribute for all staff.


Description:
Enrollment scheduled with the Pharmacy Department for Monday 4-14. We will see approx 74 employees. Emailed poster to Priscilla Tiblow. We are scheduled for 7:30-8:30 am and 3-4 pm. Bringing 75 packets


Description:
Held enrollment at Pharmacy from 7-8 and 3-4. We only saw 1 employee and she signed up. She said she saw the poster announcing us coming. The representative did not come and check on us at all. I called her and asked her to let employees know we were in this conference room and we had doughnuts. They came during the day and ate the doughnuts, some took credit union information and goodies. Opened 1 new membership account.


Description:
Enrollment session held for Presby OR. Beth Madouse and Anya attended from 9-11.We sow 11 employees(1 current member) with the following results:5 new members,1 checking account,5 payroll deductions,1 direct deposit and 1 holiday club.


Description:
Attended new employee orientation. Opened up five new memberships with 4 new checking accounts and 3 holiday club accounts.


Description:
Attended new employee orientation. Signed up five new members, 2 checking accounts and 3 holiday club accounts.


Description:
talked to Byron Grimmett, he is a Director of Operations in charlotte. He has two other directors, Nancy and Donna. His number is 704-384-7888. He is going to meet with them and see if I can go to the manager meeting to discuss Allegacy visiting each practice in Charlotte. He told me tenative meeting date of June 17th. He will get back in touch with me.


Description:
received information from Marian Sharp that she is interested in holding enrollment sessions for the staff at Matthews Hospital. I called her with two date possibilites and asked her to call me back with her preference.


Description:
scheduled enrollment for Matthews Hospital August 5th ( 8am-3pm) with Marian Sharpe


Description:
Keen and I took Yoland McGee to lunch. She works for Dr. Hamsby in PRHC Administration. Their office is on the corner of 3rd and Bowling. She gave us some insight as to employees and credit union membership. She works with the finance department, the central business office and the doctor offices in Charlotte. She also works in Winston Salem one day per week. She lives is Fort Mill, SC so this is quite a commute for her. She has one son that is 4. She is going to send out a company email for us to let the employees there know about the checking account promotion. She suggested we include website information too. She then helped us sign up ten employees in her own department.


Description:
Keen and I held an enrollment for staff at hospital. They put us in the private dining room. We gave out band aid holders, pens and popcorn. We saw 17 employees. We signed up 10 new members, 6 new checking accounts, 5 payroll deductions, 4 direct deposits, 1 holiday club and 1 new platuinum VISA.


Description:
10/29-10/30 : 35 new members, 12 checking, 9 direct deposits, 23 payroll deductions, 15 holiday club, 5 blast off, 1 certificate, 1 teen access


Description:
I returned a call to Jim Hedrick regarding an enrollment for the employees at this location.  He is going to work up a schedule for the employees at both RCS and Carolina International Storage and will email it to me.


Description:
I talked with Jim Hedrick and we scheduled an enrollment for the employees for 3:30 p.m. on Friday, May 11th.


Description:
I conducted an information and enrollment session for the employees at the facility in Rural Hall.  There were four employees present and none of them completed new membership applications.  They either stated that they needed to think about it or that it needed to be discussed with their spouse.


Description:
I talked with Jim Hedrick and asked to schedule a time for a re-enrollment for the employees.  He stated that they have picked up some additional business and January may be a better time to come out to his location.  He will talk with the management and give me a call back with the details.  He stated that they have hired six new employees and he feels that there has been an equal amount of turnover.


Description:
I conducted an information session for the employees.  I received 1 new membership application, 4 checking accounts, 3 holiday clubs, and 2 Blastoff club accounts.  I saw a total of 8 employees and all are AFCU members.

I did have a drawing for a $25.00 WalMart gift card.  The drawing winner was Kevin Lancaster.


Description:
I tolk with mr.Hemrick about an enrollment.He will call me back next week.


Description:
Jim calld me about an enrollment and I will go on May 15 to Lexcington.( primary contakt-Darall McNeill(ph#336-956-0164)


Description:
Enrollment at Lexington lock. I and Elisabeth G. Sow 15 employees with following results:14 new members,6 checking accounts,12 payrol ded,2direct deposits,1 Holiday Club,2 car loans appl,4 visa appl.1Safe passage ref.


Description:
See notes under Harris Group. Thos company just purchased from Richmond Coal Storage. New name is RCH


Description:
Met with John Weaver. He is considering adding his employees to our fom but is disappointed with service he has received at our FSC office. He said that we build our branches too small and then expect members to be willing to wait in line. I informed him of other branch locations and suggested he not visit on Fridays. Gathered information for Factors to Consider in hopes that he will make a favorable decision. Csk


Description:
Called Marc Sears for an update. He said that this affiliation had been discussed with all relative parties and he has their consent to proceed with affiliation. He will instruct his secretary to prepare letters this week.  I advised him to FAX Sis Hamilton's letter.


Description:
Spoke with Marc Sears who mailed letter to me on Monday, April 16. Also mailed letter to Summit on 4-16-01.


Description:
Received letter of request and letter to be sent to NCUA.


Description:
Requested and received Factors to Consider


Description:
I accompanied a group of AFCU employees who with key people at Baptist Hospital and the School of Medicine are spearheading the rollout of our credti union as a new employee benefit.-KM


Description:
I met with the HR representatives from each of WFU's/Baptist Hospital.  They are all very interested in joining AFCU and offering this to their employees.-KM


Description:
Carol, Debbie McCliment and I conducted an enrollment session for the employees at Amos Cottage.  We saw sixteen employees.  Nine of whom are now AFCU members, five completed membership applications and four are currently AFCU members.  We were there from 7:15 a.m. to 9:00 a.m.


Description:
Carol and I conducted an enrollment session for the staff from 2:15 p.m. to 4:00 p.m.  

We held a drawing and gave away a gift certificate to T. K. Tripp's.


Description:
DUPLICATE ENTRY!!!  PLEASE SEE ENTRY UNDER THE NC BAPTIST HOSPITAL.


Description:
Called Robin Rice in Payroll regarding an email from Brooke in Support Services stating that AFCU should no longer accept direct deposit forms for WFUSOM employees. Robin is a bit controlling and said that she had received 3 errors from AFCU on their direct deposit forms. She has decided that WFUSOM employees will need to pick up forms from HR and complete the forms themselves. She does not want our help! She also said that when she applied for a loan that we had her coded to Baptist Hosp. Rather than to WFUSOM. She must be in good with a bank or she thinks we are a bunch of idiots. She seems to have no confidence in us and will not allow us to participate in their direct deposit process.


Description:
Assisted with Direct Deposit campaign.-KM


Description:
Assisted with Direct Deposit Campaign.-KM


Description:
I returned a call to Denni Peebles confirming that I did receive her fax and did not change any of the information that was written regarding her article for In Touch.


Description:
I conducted an employee signup and information session for the staff.  I had 10 employees to come in and ask questions and I received two new membership applications for family member accounts.


Description:
I mailed a thank you letter to Denni Peebles in appreciation of her support of the employee signup and information session.


Description:
I have been playing phone tag with Denni Peebles for the last several days regarding questions that she has about the Boston Symphony Esplanade flyer that she received to be posted throughout the Blanco Offices.


Description:
Called to see if they needed any supplies or would like me to visit. Denni Peebles said they were fine.


Description:
I received a call from Denni Pebbles at requesting that an overdraft fee that was charged to her daughter be refunded.   She had previously talked with someone in Support Services and was informed that we will refund these fees once and that this event had taken place previously during the Summer of 2000.  I reiterated the policy regarding the refunding of fees and stated that I do not have the capability or the system access to override this decision.


Description:
Denni Peebles called to request 10 new membership packets.


Description:
I delivered 10 new membership packets to Denni Peebles per her request.


Description:
I stopped in to visit Denni Peebles and to drop off the holiday premium.  Denni was with some clients, I left the premium with the receptionist to be given to Denni.


Description:
Denni Peebles and Rebecca Southern attended the Annual Sponsor Company Luncheon.  Denni completed the sponsor company survey.


Description:
Denni called and asked for more membership packets. I dropped off 15 packets. While we were talking, I asked her about the possibility of holding an enrollment/information session. She said that they 58 employees and three open positions currently and that would be a great idea. We set a date of May 13th from 10-11. She is going to break the staff down in two sessions of twenty minutes each. I told her we would bring doughnuts with us.


Description:
Held enrollment session for staff. Took doughnuts, chapstick, pens. Saw nine employees of which 6 were already members. We brought in one new member. Opened three checking accounts and two children's accounts.


Description:
I called Bonnie to see if she would consent to being the sponsor company representative to be featured in the second quarterly  issue of In Touch.  She declined she does not want her picture taken and mass distributed.


Description:
Jeannie Tilley and I stopped in to visit Bonnie Ayers.  We dropped off Munchkins and our business cards.  We were able to see Bonnie and were told that the home is in the process of being sold.  She was very warm and had only positive things to say about the credit union.  She has not responded to the sponsor company luncheon invitation.  She stated that she did receive it.


Description:
I mailed a package to the new business manager, Gail Hoffman.  Belinda Wilson had tried to get in touch with her regarding the holiday premium and found that they had a new manager along with the new address.  Belinda is concerned that we not lose this group. I talked with Gail and offered to meet with her about AFCU.  She has corporate officers in and preferred that we send the information first.  We are not considering this as a new lead, per Carol. I have updated the mailing address and the SEG rep. information in SEG manager. I do not know how many employees they now have. Per CK, they are still eligible, even if they have relocated.-KM


Description:
I left a message for Gail Hoffman, as they do not have voice mail.  I aksed that she return the call.-KM


Description:
Melissa Carter handles benefits.  I left my 800 number and asked that she call back.  I called several times.  I called last week and learned that Blumenthal Jewish Home is located within the Masonic Home in Greensboro right off of Wendover on Holden.  They are located in the Bass Care Building.  We very well may need to call on them in person.-KM


Description:
I went to Blumenthal Jewish Home which is situated within The Masonic Home.  The person that I was to see cancelled the appointment.  I left a package and some premiums for Melissa Carter.  I discussed this with Carol and she will likely contact someone on their board to see if affiliation is something that they want to maintain.-KM


Description:
I met with Sue Kneppelt who is the Assistant Director of The Enrichment Center.  Sue wanted information packets and a complete presentation of the services that are available through the credit union.  She has been with the agency for a few years but was not aware of the services that we can provide.  She and I went over the information packet and I addressed her questions about AFCU.  She stated that they have recently merged with The ARC who had four employees.  They will also merge with The Center for the Blind and Physically Handicapped which has two employees.  This will increase the staff size to 20 employees.  Sue stated that she will provide the new membership packets to these employees.


Description:
FOLLOW-UP WITH FRANCES ON NOTE TO FILE IN MAY. LISA


Description:
I stopped in to see Sue and to drop off the holiday premium.  Sue stated that the merger is complete with the ARC and The Center for the Blind and Physically Handicapped.  She has asked that I contact her during the second week of January 2002 to schedule a time to come out and talk with the staff about the services and benefits available through AFCU.


Description:
I called Sue Kneppelt to schedule an enrollment and information session for the employees.  The date is scheduled for Friday, January 25th at 2:00 p.m.  She will call the agencies to confirm and will give me a call back with the total number of employess that I will see.  I will then make posters to announce the event.


Description:
I conducted an information and enrollment session for the staff.  I saw fifteen people and five are AFCU members.  There was a lot of interest in our low interest auto rates and in our new Auto Buying Service.  

I conducted a drawing and gave away a $25.00 WalMart gift card.


Description:
I talked with Angie Huffman at the Enrichment Center. She advised me that there are now 30 employees because of the merge with ARC. There is an article in their file regarding this. I sent 20 packets and a few premiums to them.-KM


Description:
have not been able to get in touch with someone and moving to lost. - cp


Description:
7/12/00 I talked with Lisa by phone.  She requested that we mail a package.-KM


Description:
I voice mailed Lisa Buchanan and asked that she call back to let me know whether they wanted to pursue the offer to affiliate.-KM


Description:
I talked with Lisa Buchanan.  She remembered getting the package.  She said that they are going through some "adjustments" now and a decision would not be made anytime soon.  She said it is ok to call back in a couple of months. Currently, they have 35 employees.- KM


Description:
I left a message for Matt Crane to call me re:  joining AFCU.-KM


Description:
7/12/00 When I was transferred to the HR staff person, he said that they were not interested and he did not want to waste his time or mine and he slammed the phone down.  I will mark this as a "lost" account.-KM


Description:
Talked to Ben on the phone and he asked me to send information. - cp


Description:
called ben to discuss materials that I had sent.  He discussed with the CFO and both felt that their relationship and package with ccb for the employees was very comprehensive and comparable to rcfcu.  I did mention that it would give the employees another option to ccb or other banks and he said that at this time they were not interested.  He did say he would keep the information for the future. Moving to lost file. - cp


Description:
Left message for Teresa Bell regarding possible times for enrollment.


Description:
Newspaper article announced that ACS, a subsidiary of Partners Natl Health Plans had also been purchased by Blue Cross/Blue Shield. Will continue operating as a third-party providor.


Description:
10 of 26 employees signed up at the session Frances Campbell and I held.-KM


Description:
MAILED LETTER TO ADVERTISE EXTENDED HOURS.


Description:
Frances and I stopped by to meet Mrs. Kelly who was not available. We left packets of information.


Description:
Called Keith Jones, HR Director who is already a member of RCFCU.  Each time a credit union comes up it is dismissed because managers feel it would take too much time and cost too much money. I explained the sponsorship process and the no-fee for joining.  
This company is a division of Barnhardt Mfg. Headquartered in Charlotte who already have a credit union. However, this group is not included. Their payroll is done in Mt. Airy. They have almost 200 employees who work in Mt. Ariy and in sales and service jobs outside the area.
Mailed SEG package and CD to Keith for him review.  Will check in a few weeks to get his reaction.


Description:
Keith was on vacation when I dropped by to see him. Left a message that I would call him later in the week.


Description:
Talked with Keith Jones. He will speak with Sue Mills, Comptroller. He thinks she is in favor of offering a cr un but the hourly employees do not use direct deposit. We discussed doing a survey to see if enough would switch to ACH to make this worthwhile. I told Keith we could not offer this benefit unless we had ACH. He will be in touch after he has talked with Sue to make sure this offer is desired.


Description:
Called for Keith Jones.  Out of office until Monday, Jan. 29.  Will Followup


Description:
Talked with Keith Jones. Explained new payroll procedure for non-ach. They have about 90 in Mt. Airy who are not on dir dep. Mt. Airy and Dalton GA payroll are handled in Mt. Airy. They also have people in Hickory and High Point Their parent company is Barnhardt Mfg. Co. who is already affiliated with Members CU. He thinks people in Charlotte, HP and Hickory already have a cu.  Mt. Airy and Dalton, GA have a combined total employees of about 225 (150 in Mt. Airy & about 75 in Dalton GA.  Total employees in Barnhardt is about 600, including Charlotte region.  Rec. I call Sue Mills first, then if she approves would go to Judd Brown, Mgr. Of Administration and Gen Mrg. Of Dalton Foam. Would also need to be approved by a division president. (Don't know his name). Will call Sue later to discuss new payroll options.
1-31-01  Called Brooke in Support Services who verified that she could handle their payroll using the new e-mail system.


Description:
Spoke with Sue Mills who sounds interested if we can payroll problem resolved. The problem she sees occurs when they do not work a full week and are required to get their payroll processed two days before posting day to comply with ACH rules. I explained that this is something that all companies deal with. I explained new batch payroll processing. She is wrapping up yearend details and ask that I call her back in 3 weeks.  Will call her around March 12 to 15.


Description:
e-mailed Rhonda. She e-mailed back that she did not think they were interested.  That left a small crack open so I mailed her a package of information in case she changed her mind.


Description:
e-mail to Gina Kruper, General Manager. Offered to mail package of information. Welcomed questions, etc.


Description:
8/15/00 I met with Diane Wright.  She worked for RJR Tobacco and is familiar with our CU.  She said the company is affiliated with South Carolina Federal CU. No one uses them because they are too far away.  The parent company, Mariner Post Acute Network said that Brian Center can affiliate with whichever credit union it wishes.  They do offer payroll deduction for a credit union.  Direct deposit is not available.-KM


Description:
10/3/00 Diane, via a phone call, said that their headquarters said that they could affiliate with whichever credit union they choose.  The home office does need to get the payroll deduction information so that they can handle the deductions correctly.  They do not offer direct deposit.

I called the HQ and they pre-note and are set up electronically to handle payroll deduction but not direct deposit. This was per Shirley Sloan at 800-288-8272 ext. 4652.-KM


Description:
I called Diane Wright to let her know that NCUA's guidelines have changed and that the overlap will not be an issue.  I am awaiting a call back.-KM


Description:
I again called and left a message for Diane Wright.  I advised her that I would fax a sample letter for her to follow.  Also, I advised her that NCUA guidelines had changed and that Brian Center would not need to request an overlap request from the SC Credit Union.  I will continue to follow up.-KM


Description:
Diane said that they have a new admininstrator named Terry Robinson.  She can be reached at extension 204.  She will be in Friday.  Diane will try to let her know that they are interested in affiliation with AFCU.  I may need to meet with the admininstrator again.-KM


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


Description:
Diane Wright will try to mention this today to the new administrator.  She said that I could check back with her next week.-KM


Description:
I set an appointment for 3/20 at 11:00.-KM


Description:
I met with Terri Robinson and Diane Wright.  They think it is best for the letter of request to affiliate with AFCU to come from their headquarters.  I pointed out to Diane that the letter would need to specifically state "employees who work in Winston-Salem" They will likely join. It's ok to check with them in 2 weeks.-KM


Description:
I left a message for Terri Robinson, the administrator, to return my call.  They had indicated at my last visit that they wanted to join.-KM


Description:
VISITED SITE ON 12/17/03
6 NEW MEMBERS, 4 CHECKING, 1 HOLIDAY CLUB, 2 DIR DEPOSIT & 2 PR DEDUCTIONS


Description:
Chuck Greene sent out email to all BellSouth employees promoting Allegacy in Charlotte and Triad area.


Description:
visited site on 12/16/03
11 new members, 7 checking, 6 holiday clubs, 2 vacation clubs, 7 dir deposits, 15 pr ded & 1 equity


Description:
visited atrium on 12/12/03
went all three times as requested
25 new members, 15 checking, 6 holiday clubs, 1 vacation, 17 dir deposits, 25 pr ded & 1 visa


Description:
visited salemtowne on 12/5/03
11 new members, 7 checking, 7 holiday clubs, 5 dir deposit, 9 pr ded & 1 visa.


Description:
visited on 12/5/03
8 new mbrs, 5 checking, 2 holiday, 1 vacation, 5 dir deposit, 5 pr ded,  & 1 visa


Description:
Mailed letter to Anna per her request with information for the association to become a part of our field of membership. Referral came from Ike. I called on 12-12 to follow-up with her and make sure she received paperwork.


Description:
Called Dawn to let her know that we received approval from the NCUA on name change for company. I also asked her if we could look at scheduling an enrollment in January or February. She is going to check with Chris and let me know.


Description:
confirmed date as December 18th from 11:30-4


Description:
Contacted Ron Joyce about possible affiliation with Clemmons office opening soon. They have a large number of hispanic employees. They currently do not have direct deposit in place. I called Ron three times in October. He left me a message in November. I called back 2 more times. I mailed a packet of information to him on November 24th. I called on 12-1 to make sure he received packet. Left message on his cell.


Description:
Talked with Andy Millsap. This is a small family owned business located in Stratford Industrial Park. They are interested in credit union benefit for staff. Mailed packet on November 19th.


Description:
called and asked if they are interested in credit union membership. Kaye Cooper told me to contact her administrator, Kathy Eden on her cell phone. Her number is 655-8395. I called and left message for her.


Description:
Called Jennifer to ask about credit union affiliation. She had already been contacted by Truliant Family Federal Credit Union. She asked me to end her the information. I mailed papcket on 11-25-03.


Description:
Called and spoke to Ann. She said that all employees are eligible in the local government employees credit union. I told her overlaps are allowed and with the f/ctr opening her employees could use this for easier access. She asked me to mail info. I mailed packet on 11-25


Description:
A presentation for the teachers returning to school is scheduled for Friday, August 10th from 9:15 until 10:00.


Description:
I went to deliver membership packets for the teacher orientation  and talk with Barbara Kapp.  Barbara had initially had AFCU on the orientation schedule and stated that due to the content we were being deleted but that she would hand out AFCU materials to the teachers.  I asked her if it would be possible for me to come out this fall during a teacher workday or Fall Break and talk with the teachers about the services and benefits available through AFCU.  She stated that she would give it some thought and would get back to me.


Description:
I stopped in to deliver the holiday premium to Barbara.  She was out of the office.  I left the premium with the receptionists to be given to Barbara.


Description:
I have spoken with Jeanette Smith, at extension 312.  She would be the one coordinating anything we do for staff recognition.  She said that there are about 150 people on staff. She said that the parent's association does something for the teachers and she did not want something from the credit union overshadowing this.  She will think abut this and let me know.-KM


Description:
Anya Pacyda and I went to the school to call on the SEG rep in order to introduce Anya. We were advised that there has been a staff change and we now have a new SEG rep. We left a premium for the new rep. Anya will call Barbara Barubi when Anya joins the department in January. The receptionist is Penny Royall.
I do not know Ms. Barubi's title/department-so I left it as it was keyed in previously-payroll admin.
-KM


Description:
I went to see Eric Peterson at the school in order to present a check from Allegacy for the school.  Eric was not there.  I left a message for him before I went to the school.  He plans to open his membership here and to do other business with AFCU in January.-KM


Description:
LEFT MESSAGE FOR  BARBARA BARUBI     01-17-2003


Description:
I calld to David  abaut meeting in February.He was very nace and we will meet on  February,5th at 9 am.He ask delivered new member packets -- it is  185 emp.now.


Description:
I visited David Bowman.I delivered new membership application packets.I told David about savings and checking accounts,about loans,financial planning.Visa,mortgagers.  At the present time,he  only wants new membership packets-- no  scheduling an enrollment.          Forsyth Country Day has been offered $5.00 for each new member if they join  C U between now and March 31,2003. Also,Napoleon Richardson and I wiil make plans to see someone above David  Bowman to expedite new membership!


Description:
I delivered new membership application packets to David Bowman accistante-- Niki Vogler (e.m. Nikivogler@fcds.org).Also ,I delivered  p/w about $5.00 for each new member if they join c.u. (between now and March 31.2003) ( Napoleon was sick.. We will make plans comback to F.C.D.)


Description:
I left message for Niki Vogler about spasial car loan r.on March 2003(1.99% for 24 mo)


Description:
Left a message for Viki about new promotions with checking acct, car loans and mortgagrs,onlin servis,Safe P.---Mail 50 new pacets (08-05-2003)


Description:
dropped off posters for presentations - cp


Description:
Jeannie Tilley and I dropped by to visit with Lynn Watkins.  She was not at work on this day.  We did drop off business cards.


Description:
Jeannie called to make sure that Lynn Watkins received the invitation to the sponsor company luncheon.  She left a long detailed message about the luncheon and requested a return call.  Lynn will not be able to attend the luncheon she will be in an all day meeting.


Description:
Belinda delivered the holiday premium.  The new contact person is Karen Blackwelder.


Description:
Karen called to let me know she cannot attend the SEG luncheon.


Description:
emailed Lynn to see if we could hold an enrollment session for staff.


Description:
CALLED TO FOLLOWUP ON ENROLLMENT SESSION. LEFT MESSAGE ON VOICEMAIL ON LYNEE WATKINS' PHONE REGARDING CREDIT UNION ENROLLMENT.


Description:
I stopped in to visit Mary Fraley.  Mary was out of the office on vacation.  I did talk with another employee who is a member and she stated that she was not aware of a need that they may have at this time.  She stated that she would pass my card on to Mary upon her return.


Description:
Amanda Hoppers and I delivered the holiday premium.  We were not able to talk with Mary who was with a patient.  We informed the staff of the new Kernersville branch.


Description:
Kathy Alexander called to confirm that Lynn Watkins would be able to attend the sponsor company representative luncheon.  Lynn will not be able to attend.


Description:
Ron George and I stopped in to deliver the holiday premium.  The rehabilitation center is only open on Mondays, Wednesdays, and Fridays.  Lynn Watkins was not available.  Ron will return to deliver the holiday premium.


Description:
Jeannie Tilley and I dropped by to visit Marlene Fulp.  She was very cordial and does like getting the mailings from the credit union.  She stated that she did not receive a copy of the sponsor company newsletter.  I mailed her a copy on 3-14-00.


Description:
Jeannie called to make sure that Marlene received the invitation to the sponsor company luncheon.  She left two messages for Marlene to return the call.  She did not receive a return call.


Description:
Planned and executed an enrollment at this co. Saw 15 employees, enrollmed 2 new members, 4 Kids Clubs, met 2 doctors, received an invitation to send N. Richardson to visit to further refer to Safe Passage for financial planning. Also discussed Health Insurancewith D Alford..expires in May each year, interested in getting another bid. Dental and disability coverage thru The Prudential Group. 401-K thru VALIC.


Description:
Received membership application for Sam Rosen, the son of Dr. Robert Rosen. Left application on desk of Tina McHone.


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


Description:
Spoke with Tim Moore, Accountant, relative to having ADP present payroll options to them. Referred to Amy Edwards in SFG.Tim will present ADP's information to the owners who will make the decision.


Description:
Visited with Debbie Alford and Kim Clearey when they attended our SEG Luncheon. Debbie also requested speaking with Dave Solomon about benefit programs offered.


Description:
Visited with Debbie Alford to review the Bus. Serv. Survey. She will fax back to me when completed. They do accept debit/credit cards so this group will not be able to use our business checking account.


Description:
Emailed AFCU's handbook article to Debbie for inclusion in their employee handbook. Debbie had responded on the SEG Luncheon survey that she would include our information.


Description:
5/12/00 On the 12th I will meet with Margaret Foltz re: their firm joining RCFCU.-KM


Description:
7/10/00 I left a v.mail for Margaret Foltz to call me back re: the company joining our CU.-KM


Description:
I delivered a holiday premium to this group.-KM


Description:
Called Julie Foltz to see asked her if we could set up  a time to do a presentation to their Hispanic employees.  We have set up the meeting during their Safety meeting on February 21 at 4 p.m.  She was very appreciative of our offering.  AL


Description:
Did presentation for two Hispanic employees.  Both of them joined.  AL


Description:
Met with office manager, Brenda Curtis. Verified # of employees. Delivered holiday premium. Brenda unhappy with AFCU. Opened account and applied for checking/overdraft/debit card. Her account was denied because of credit when she and husband divorced. Said she went back to LSB where she "will never leave because they appreciate her business".


Description:
Called on Julie Foltz and Pam Gallimore, new office assistant. Delivered 15 information packages they had requested. Pam is happy with AFCU and is planning to refinance her vehicle.


Description:
5/11/00 Penny Redding said that this business is HQ'd in Dallas, TX.  She did say that they have a high turnover rate.  She is willing to consider having the local office join RCFCU & agreed to have a SEG packet sent to her. This firm does offer payroll deduction and direct deposit.  She will not be available unitl mid-June to discuss further.-KM


Description:
7/5/00 I followed up with Penny Redding. She will check with the employees this Friday.  She said that I could check back with her next week.-KM


Description:
7/12/00 Penny said they have two tiers of wage earners.  One tier is the folks who are lower wage earners who do not have any type of account with any financial institution.  These people use public transportation to get to work and need something within walking distance.  The other tier of wage earner is satisfied where they have their accounts and not interested in joining. I am marking this as a "lost" account.  I did ask Penny that if things should change to let me know.-KM


Description:
Spoke with Mike. Said he didn't think they were interested because he does payroll and it would be something else for him to keep up with. Did say I could mail a packet of information.
6-6-00 Mike said he is too busy to consider at this time. Impressed with package and will keep at his desk for further reference.


Description:
Spoke with Jane who requested a package. Their company has 15,000 employees who are paid from San Diego, CA. (the company headquarters). Company is a division of Huffy Corp.  RJR has contracted with 4 groups. This group does auditing. The other 3 groups do field work and are based in other cities. Mailed Pkg.


Description:
Met with 1st group of employees.  Signed up a total of 26 accounts for 27 people seen.  Carol Knouse, Ana Larson and I handled the presentation.-KM


Description:
Carol Knouse, Ana Larson and I handled a second presentation to this company.-KM


Description:
I went by to deliver the holiday premium to Janet Peterson and was told that she is no longer with Washington Inventory Service.  The new sponsor company representatiive is Katrina Redmon.  She is the Financial Manager.  They are located on the 3rd floor of Building 50-1.


Description:
I talked with Katrina Redmon about the credit union.  She is the new sponsor company representative and has no knowledge of what her role is as a sponsor representative.  She asked if we could meet to talk about her duties.  She and I will have lunch on Monday, March 5th at 12:30 p.m.  She really likes the holiday premium that she received and asked if I would provide the name and number of the vendor who obtained it for us.  I talked with Sue and called Katrina with the name and number of the vendor.


Description:
I talked with Katrina Redman who was calling to cancel our luncheon appointment.  She informed me that Washington Inventory will be absorbed into RJR wilthin the next 30 days.  This was announced on Friday, March 2nd.  The employess


Description:
Katrina Redmon called to cancel our luncheon appointment.  She stated that on Friday, March 2nd the employees were informed that this division of Washington Inventory will be absorbed into an inhouse function maintained by RJRH.  This will effect all 53 employees currently working for Washington Inventory.  The employees have been offered an incentive to remain through Friday, March 30th.  I asked Katrina to reconsider and to still have lunch with me so that she could encourage employees to take advantage of this valuable benefit as well as completing her own membership.


Description:
I picked up Katrina and took her to lunch at the MidTown Café.  I took along a new membership packet and explained to Katrina all the services and benefits that are available by becoming a member of the credit union.  I asked if we could schedule an employee signup and information session before the end of the month and she stated that due to time constraints this would be very difficult.  She suggested that we created a desk drop or e-mail that can be distributed to the staff.  She stated that posters would not be that effective since there is no employee bulletin board or common area that is shared by all employees.  The announcement on Friday came as a surprise to the staff.  The jobs will become available through the job awareness system and they were advertised in the Sunday edtion of the paper.  The current Washington Inventory employees will be vying against all of these candidates for their jobs.  The process should be complete by March 30th.  Katrina's phone numbers are:  741-0784 or cellular at 408-8159.


Description:
I talked with Katrina Redmon who had called me to cancel our luncheon appointment.


Description:
I called Katrina to discuss the desk drop for the Washington Inventory employees.  Katrina wants this to be a gentle sell not a hard sell to the staff.  She will allow only one desk drop the week of March 16th.  She has requested that we forward the drop to her for review.


Description:
I called Katrina Redmon to obtain her e-mail address so that I can forward to her a copy of the desk drop to be distributed to all Washington Inventory employees on Friday, March 16th.  I left a message on voice mail.


Description:
I stopped in to visit Katrina Redmon and to drop off the posters that are to be a desk drop for the Washington Inventory employees on Friday, March 16th.  Katrina stated that many of the employees did post for their positions with RJRT and been going out on interviews.  Nothing is final at this time other than the fact that Washington Inventory will  cease operations of this division on March 30th, 2001.


Description:
I called Katrina Redmon to inform her that AFCU would need a letter stating that Washington Inventory Service Winston Salem division has dissolved.  She referred me to Eric Lilje who is the RJR representative for Washington Inventory Service.  Eric can be reached at 741-0509.


Description:
I called Eric Lilje to discuss with him WIS letter of understanding and to also request a letter of disaffiliation since this division has been dissolved.  I left a message on voicemail.  His message stated that he is out of the office today.


Description:
Spoke with Don Leach who is Crew Manager for the 45 W-S employees. They have direct deposit but no payroll deduction. Some of his employees are interested in joining the creditunion and he requested member information. Sent 45 member application, membership brochures, Eagle brochures, etc.


Description:
5/15/00 I met with Josie Simmons of this firm.  She seems very interested.  She requested that we furnish 5 more packets; one for each doctor.  I delivered these on 5/16.  She advised that one of the doctor's is retiring and that it may be a month or so before she would be able to forward the letter of request to join RCFCU.-KM


Description:
7/6/00 I called Josie Simmons.  She said they have a relationship with a bank that offers the same thing as we do.  I advised her that we had better rates on loan products and mortgages, etc.  She said that they do not want to pursue this. I asked her to let us know if they change their minds.  I am marking as a "lost" account.-KM


Description:
5/16/00 I met with Mr. Schwartz & left a  SEG packet with him.  He and his wife are members and he thinks one other person on staff is too.  He said that they will forward the letter of request. This lead came from Mr. William Hanson, of RJRT. He attends church with the former owner of Audio Video One.-KM


Description:
6/28/00 Have set sign-up date for Mon. 7/17 at 3:00 pm. 10 employees total, the owner is a member.-KM


Description:
7/18/00 I handled the sign-up session. Of the nine people in attendance, 2 were already members, 1 did not sign up, everyone else did join.  They are checking on direct deposit.-KM


Description:
maade cold call on cherry and ended up leaving package. - cp


Description:
talked to sherry and they have signed with American…credit union.  She was not sure of the exact name.  Not truliant - cp


Description:
Called Steve Ragan, HR Director. He is an RCFCU member. Worked at RJR-WP for 12 yrs. I have mailed package which he will share with his CFO, George Baur? Only 35 to 50 live in this area. Operate in 4 other states: VA/SC/PA/TN. All employees paid here, headquartered here.


Description:
Spoke with Steve Ragan to get an update on my former request. He gave the package to the CFO who said he did not think they would be interested.  The company just completed adding a 401-K and "are burned out on benefits". I explained the amount of time involved in adding this affiliation and offered to meet with them at any time.  Steve will mention to them again and will let me know what they say.


