# tblArchiveActivities

Description:
Sarah Haden attended the Annual Sponsor Company Luncheon.  Sarah completed the sponsor company survey.


Description:
Delivered 25 packets to Sarah Hayden for orientation. She commented that they may be holding a benefits fair and may contact us to schedule. As a side note, they also offer Summit and BB&T to their employees.


Description:
Carol, Cheryl, Keri, Joni and I conducted an information and enrollment session for the staff.  We were there from 10:00 a.m. to 4:00 p.m.  

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


Description:
Carol and I conducted an information and enrollment session for the staff.  We saw four employees, three are currently AFCU members and received one completed new membership application.  

We took waterproof canisters, keyrings, mints, and pens are premiums.  We did not have a drawing due to the limited number of employees that were seen.


Description:
Planned and executed an enrollment for their employees. Saw 53 employees and accomplished the following: 13 new memberships/3 Holiday clubs/1 Checking acct./2 new payroll deductions/2 SP referrals.
Carol Maine said she would call us back by late summer.


Description:
Carol and I conducted an information and enrollment session for the staff.  We saw a total of 53 employees.  There was one mortgage referral, two Safe Passage referrals, 13 new memberships, three checking accounts, 1 Holiday Club account.


Description:
I called Pat Hunter and asked for details regarding the open enrollment scheduled for Tuesday, November 20th.  She stated that this is the time for employees open enrollment for benefits.  The hospital staff will have sessions at 7:30 a.m and 8:30 a.m.  There will be afternoon sessions at 2:30 p.m. and 3:30 p.m.  We will be the only outside vendors present.  I told her that we would have drawings and give away Allegacy golf umbrellas.


Description:
Frances and I stopped by to meet Melissa Carter who was out of the building. Left packets of materials.
Administrator is Ed Cris. May call him to see if we can arrange to meet with him to discuss future enrollment events for their staff.

Company:
Blumenthal Jewish Home (Universal Health Care)


Description:
Called Melissa Carter regareding an enrollment in their break room from 11:00 - 2:00. She will speak with Mr. Criss who is at a seminar the weeks of Aug. 5 and Aug. 12. Call her back on August 22. Also asked her if we could do a mailing to their 2nd and 3rd shift workers. She will speak with him about this. Melissa said that she wants to open her own account. I reminded her that she could go to our website and she said that she had seen that.


Description:
Called Melissa. Their company is managed by Choice Health Management (Asheboro headquarters for NC but also homes in other states-PA. KY). Building a new facility at the corner of Pisgah Ch. And Church Streets in Greensboro. Choice Health Mgmt. Makes all decisions regarding benefits. Not ready to offer credit union services right now. Do not provide payroll deduction at all. I will fax a copy of our employees coded to Blumenthal to Melissa for her to check out and fax back to me. After their move to the new facility in 2003 the name of the company will change to Blumenthal Home for the Aged.


Description:
Melissa called back to say that none of those on our list now work for BJH. Ed Criss changed his mind and said he wants an enrollment on Sept. 26 from 10:00 - 5:00 in their lobby to let employees know about their eligibility. I will mail a sample poster to Melissa since her email will not always print attachments.


Description:
Delivered 20 packets of updated information to Jennifer. She is the new contact. I spoke with Administrator and she said everything is going well. She said she would get the information to Jennifer who was unavailable.


Description:
went out for benefits fair, 14 new mbrs, 5 checking, 15 holiday, 1 overdraft, 7 vacation, payroll deduction 4, direct deposit 1, 1 visa


Description:
Talked about scheduling a new member signup. Assisted them with employee account. They want a spring signup session.  Belinda will schedule.


Description:
Jeannie called to make sure that Bernadette Fusco received an invitation to the sponsor company luncheon.  Sherry Draughn is the SEG contact, not Bernadette.  Sherry received the invitation and both she and Bernadette are planning to attend the luncheon.


Description:
Belinda Wilson and I stopped by to visit Sherri Draughn.  Sherri was out of work for her daughter's birthday celebration.  We did speak with Bernadette Fusco, who is the assistant director.  We asked about being added to the calendar for their next staff meeting.  We left Munchkins and our business cards.


Description:
Belinda delivered the holiday premium.  She was able to see both Sherry Draughn and Bernadette Fusco, the Director and the Assistant Director.


Description:
spoke with Sherri and Bernadette regarding the name change. Sherri is currently refinancing her mortgage with us. They both work a split shift to cover the office location hours.


Description:
talked woth Sherri about the possibility of her holding graduation ceremonies at our new facility on Westbrook Plaza. She would like us to contact her about the seating


Description:
Bernadette is leaving the company. Sherry wil lremain as Manager. She asked about bill payment and homebanking. I set her up and for cross member transfers. She also asked for packets. Delivered card holder and two pens.


Description:
I called Sherri to confirm the date of the graduation for the children.  She stated that she would like to come by and look at the room before a final decision is made.  She stated that the graduation is scheduled for the evening of Thursday, May 16th.


Description:
I talked with Sherri and she stated that the graduation program will be on Thursday, May 23rd from 4:30 p.m. until 9:00 p.m.  I told her that I would forward this information to reserve the room in their name.


Description:
Visited Sherry and deliver umbrella premium that she had requested. New associate director is Mary Catherine.


Description:
I called Sherri to obtain her email address.  She stated that she is interested in bringing the school aged children who are in the after school program to our new facility to tour and to open accounts and make deposits.  All of these children would be eligible for membership since their parents are employees of the hospital.


Description:
I took 25 children from Today's Child along with Oliva Andrews one of the instructors and another instructor on a tour of AFCU's Westbrook Plaza.  We gave them 25 blast off kits and I then mailed a thank you note to them along with 25 Blast Off newsletters.-KM


Description:
emailed Sherry to see if she needs packets or enrollment. I wanted to check on the number of employees in her area. I also wanted to touch base with her. Her Husband was deployed and is currently serving in the armed forces.


Description:
Visited with Sherry. I gave them about 35 packets of updated information. She said that employees have been asking. We talked about mortgage rates and she is calling to get an appointment. And we also discussed auto rates.


Description:
visited - opened 1 holiday, & 1 vaction club.


Description:
Jeanne Tilley called to schedule a visit for 03-09-00.  She talked with Becky Fritz who was not receptive of a visit and does not like the fact that we "bombard" her with information about the credit union.  She feels that it is totally inappropriate and would like for us to discontinue sending things to her.  Carol suggested that we find out if Lynda Carter is still in charge of this group and approach her for further direction.


Description:
Received a telephone call from Belinda Wilson at FMC Branch.  Becky Fritz  is the new director of this group and feels strongly that we should not send info to her.  Diane Poindexter of Novant works nearby and said she would be glad to deliver things that if needed.  Will followup to see if we can get a listing of employees so that we can followup to member's home addresses.


Description:
Becky is no longer employed with the company and Nedra is very excited about the credit union. I will be contacting her in the next quarter to go over our services and provide info to her.


Description:
Spoke with Sandra Jones. She is coming to SEG Luncheon. We are working on scheduling an enrollment with staff in April. Updated number of employees and email/contact info.


Description:
arranged sign up session for this group. May 9th  from 9-11 am. Should see 17.


Description:
held signup session. Saw nine employees, eight were already members but were interested in new features auch as Visa rewards, Mortgages and Vacation Club accounts. Received several payroll changes.


Description:
talked with Sandra about our scheduled signup and introduced her to Anita Crawford from FMC> Anita is doing volunteer work for them.


Description:
Lisa Southard and I dropped in to meet Vickie Kopf.  She was in a program meeting.  We did drop off our business cards.


Description:
Lisa called Vickie Kopf twice and left detailed messages.  Both times Vickie was in meetings and not available.

08/30/00  Lisa called to follow-up Vicky was not available.  Lisa left a message.


Description:
I delivered five new membership packets for Vickie Kopf.


Description:
Lisa delivered the holiday premium.  She was told that they are in need of five membership packets..  She relayed the message to Frances on 12-11-00.


Description:
I called to talk with Vickie Kopf.  My goal is to schedule an appointment with her possibly even lunch so that I can talk with her about having an employee signup and information session.  I would also like a list of employees so that I can compare to see if anyone is a credit union member.


Description:
My call to Vickie Kopf was returned by Karen Lusk.  I requested a meeting with Karen to discuss employee membership in AFCU.  I will meet Karen on Tuesday, February 6th at 3:00 p.m.


Description:
I met with Karen Lusk to discuss an onsite information and signup session for the staff.  She stated that they have a staff meeting every Monday morning at 9:30 a.m.  The staff meetings for the rest of this month are booked up with preparations for a reaccreditation that they will be involved with on February 27th and 28th.  Karen stated that I could come to the March 5th staff meeting.  She will allow a 30 minute or less presentation and the opportunity to relocate to another area so that employees can ask questions once they have completed their staff meeting.  I told her that I would bring either doughnuts or fruit.  They currently have 13 fulltime and 8 parttime employees.  I also told Karen that I would mail her posters to be placed in areas where there is a lot of employee traffic.


Description:
I mailed a thank you letter and posters announcing the upcoming visit on March 5th.


Description:
Karen and I conducted an information and re-enrollment session for the employees.  There were 10 present.  We received two new membership applications and two family membership applications.  We were given the names of two employees who are already members of AFCU.  We took a fruit tray from the Fresh Market for the staff to enjoy.


Description:
FC & I held a sign-up session for this group.  We received 2 new applications of the 10 people seen.  One employee was already a member.  FC updated her member type code.-KM


Description:
SPOKE WITH VICKY SHE COULD USE 5 PACKETS SHE WILL BE ON VACATION THE REMAINDER OF THEIS WEEK IF SHE IS NOT THERE LEAVE AT FRONT DESK FOR KAREN RUSK. LISA


Description:
DELIVERED SEG PACKETS TO SECCA LEFT WITH FRONT DESK KAREN AND VICKY NOT AVAILABLE.  LISA


Description:
Left a message for Vickie Kopf about an enrollment(06-06-2003)


Description:
Left a message for Susan about new prodact and servisas at Allegacy and an enrollment.


Description:
Tolk to Karin about an enrollment.She responded by saying we can do an enrollment in August,2003.


Description:
Pat Kight called to get information about our mortgage products and to find out what the rates are presently.  I quoted her the rates as of Monday April 4th and I gave her the 774-3400 number and suggested that she call a mortgage loan officer for more detailed information about the mortgage process.  I also suggested that she go out to our website to verify our rates daily.  I gave her the names of two of our mortgage loan officers, Boris Elder and Pat Towe.


Description:
Pat Kight called while I was in the Quarterly Manager's Meeting and left a message that she was concerned that she had called the credit union three day ago (her words) and left a message with a mortgage loan officer and had not received a return phone call.  She stated that she wanted to give AFCU the first try at a mortgage and if she did not soon receive a response she would begin calling the banks.  

I called Pat Payne and copied the message.  Pat was in a Seniors Managers' Meeting and unable to respond.  I next called Nancy Wall and apprised her of the situation and I gave Nancy Pat Kight's name and phone number.  Nancy stated that she would follow up on the situation.  

I called Pat Kight to let her know that someone from our mortgage department should be contacting her about her previous phone call.  I left a message on her voicemail.


Description:
Pat Kight's husband Jerry called to voice a complaint about a cancelled appointment at the Mortgage Department.  He had an appointment scheduled with Pat Towe and the appointment was cancelled due to Pat being out of the office with an illness.  He was very upset and stated that he had taken time off from work for the appointment and now it appeared that it was not going to take place.  I talked with Pat Payne and she suggested that I call and talk with Boris or Jan and see if one of them could fit him in.  Boris did schedule him between appointments at 11:30 a.m.  Boris called Jerry to confirm the appointment.


Description:
I called Linda Williams to discuss sending email communications to Womble employees and I also wanted to talk with her about scheduling the next Floor Coordinators Breakfast.


Description:
I talked with Keith Tedrow and asked him if we could email Womble employees information about the credit union and he stated no.  He stated that he feels that the credit union is a great benefit and that he wishes that more employees would take advantage of the benefit but he could not offer any suggestions as to how we can go about getting the word out to the emmployees.  He stated that he will attend the luncheon.  They have hired a new Human Resources Manager Greg Chase, the new Benefits Coordinator is Laura Spain, Pat Valentine has taken on the role of Building Resource Coordinator.  Pat Valentine is taking over the role of being in charge of the Floor Coordinators.  Pat can be reached at 747-2676.  Linda Williams is working a trial in New York.


Description:
Keith called back to say that Greg Chase would be joining us for lunch.


Description:
I called Pat Valentine to schedule the quarterly Floor Coordinator's Breakfast.  She stated that she likes the idea and that she must discuss it with Keith Tedrow who feels that our time would be better served if we were to come on site and conduct sessions that would be available to to all employees.  She stated that she will be back in touch with me no later than Monday, May 14 with a final decision.


Description:
I called Keith Tedrow who was out of the office.

I called Pat Valentine to follow up with her regarding the floor coordinators' breakfast for the month of May.  I left a message requesting that she return my call.


Description:
I emailed Keith Tedrow requesting an employee listing of the former Jefferson Law firm employees and I also requested dates during the month of June that I could be on-site at Womble locations.


Description:
Heather Barber called and stated that she is completely out of membership packets and needs 30 by Thurday, June 6th.  She also requested an additional 100 by next week.


Description:
I delivered 130 new membership packets to Heather Barber.  I talked with Greg Chase about the credit union and the services that we can provide to the employees of Womble Carlyle.  I met with Pat Valentine to further discuss the floor coordinators' breakfast.  The breakfasts have been discontinued at this time per Keith Tedrow.  Keith feels that it would be more effective to be onsite at their facilities.  Pat stated that she sould look at dates and give me a call during the week of June 11th.


Description:
Womble has opened their 9th office at the 19th Floor of the First Union Tower at 300 N. Green Street in Greensboro.


Description:
Received a call from Greg Chase at Womble who said the company was going to force direct deposit. Some of their employees, especially those who work in DC, Atlanta, etc,, said that they could not afford bank fees for checking accounts. He told them about our Premium checking account where direct deposit requires only direct deposit. He had also given them the toll-free number to our Call Center. 
I called C. Pace and also spoke with Darryl who said that for this group, the Premium Checking would be re-opened. 
Mr. Chase wants us to do a mailing to those people who do not currently have direct deposit with us. He said that he would send me an e-mail file for our use in contacting them.
His telephone number is 728-7042. Will followup.


Description:
I returned a call to Melissa Weaver per a message left by Cathy Pace.  I was calling Melissa to schedule a time for us to meet and to schedule an enrollment for the employees at this Greensboro location that opened in July, 2001. 
Melissa can be reached at 336-574-8033.


Description:
I called Melissa Weaver at 336-574-8033 and left a second message regarding scheduling an enrollment and information session for the employees at this location.  I told her that based on the message that was left last week I was hoping to schedule a visit for Friday, August 31st..  I told her that I know that will be short notice now and that I have a few dates available in September.


Description:
I emailed Melissa Weaver at the Greensboro office requesting an opportunity to conduct an information and enrollment session for the staff.  She apologized for not getting back with me sooner.  She stated that she will poll the employees to find out who is interested in information and to determine a date for the enrollment.


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


Description:
I stopped in to deliver the holiday premium to Heather Barber.  I did speak to Keith Tedrow on my way in to visit Heather.  He did not have a lot to say.  Heather stated that she is very busy with open enrollment at this time but that everything else is going well.  She is an avid fan of AFCU and pushes the benefit to new hires as they come on board.


Description:
Article in W-S Journal. Womble acquired the Washington law firm of Pepper & Corazzini, a firm that specializes in communicaitons law. Deal is effective 3-1-02. Womble has more than 440 attorneys. (This new company has 10). See file for more details.


Description:
Planned and attended an enrollment for the employees of this firm who work in Charlotte. Accompanied by Frances and Karen, we visited with 14 of their employees with the following results: 3 new memberships, 1 checking account and 1 Holiday Club. Natalie Newell requested that we provide lunch & lean seminars for their starff to discuss Investements and Long Term Care insurance. I emailed Charlie Allison to ask his opinion and to request that he do a survey among his employees to see what interest is there. Will wait for his followup before going to SPG.


Description:
Carol, Karen and I conducted an information and enrollment session for the staff.  We saw a total of fourteen people.  We received three completed new membership applications.  We were able to tell those that we saw about the branch located in the Metroview Building on the Presbyterian Hospital Campus.


Description:
I talked with Pat Kight and asked if anyone from their office would be attending the Annual Sponsor Company luncheon.  She stated that she had not seen the invitation but there would be someone from the office in attendance.  She mentioned that it would be okay to begin using the company name at our website an in our advertising campaigns.


Description:
Pat Kight, Pat Valentine, and Becky Cleveland attended the Annual Sponsor Company Luncheon.  Pat Kight completed the sponsor company survey.  She extended an invitation to AFCU to visit them in the new building.


Description:
CK, FC, and I held an enrollment for Womble Carlyle of Charlotte NC. We brought in new accounts and met with other current members.  We accounted for 7 memberships of 14 seen.-KM


Description:
spoake thith Heather Barbee abaut delivered  membership packets.I will delivered 200 packets on Monday (01-27-2003) and scheduling an enrollment .


Description:
I deliver the requested 200 membership packets to Heather Barber.I meet Pat Kight and Becky Cleveland---  Planned and attended an enrollment for Womble in spring or summer 2003.  Heather was happy to tolk abaut  new promotional with Allegacy.                                           Winston-Selem  Journal(01-27-03)-- see ''whiz kid''-- in file  Heather A. Barber ph#(336)721-3676


Description:
I called to Heather Barber regarding lunch in march 2003.(Business developmen;benefits coordinators, HR) She will call me back nexst week


Description:
Visited with Pat Kight, Pat Valentine, and Keith Tedrow when they attended our SEG Luncheon. All 3 are on diets and complimented us for having turkey meals. This was Keith's first visit to our Westbrook facility and he went into the branch to conduct a transaction while he was here. All 3 are complimentary of our relationship.


Description:
Emailed AFCU's handbook article to Pat Kight. She emailed me back saying that this is very timely since they are revising their employee handbook now.


Description:
Emailed a notice to Pat Kight that I was mailing a business services package to her attention. She will probably pass on to some other employee. Mailed package, including brochure on Corporate Card.


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


Description:
Julia Martin and I delivered the holiday premium to Karen Shermer.  We were able to see Karen.  There was a request for 100 new membership packets to be delivered.  I relayed the request to Ana.


Description:
I delivered 100 new membership packets to Karen Shermer per her request during calling officer visits with Julia.


Description:
I called Karen Shermer to schedule a time for us to sit down and talk about how we can go about increasing membership in the credit union.  She and I will be having lunch on Friday, January 26th at 1:00 p.m.


Description:
Karen Shermer and I had lunch to discuss how we might increase membership with the staff of the YMCA.  Karen is the Payroll Specialist for the YMCA Corporate Office.  The Y has new employee orientation once a month for the fulltime employees.  They are currently restructuring it because it takes approximately half a day.  They are trying to minimize the time spent away from the individual branches.  The individual branches cover the benefits.  She gave me a listing of all of the branch locations as well as the agency director and his/her administrative aisstant.  The employee numbers are accurate according to Karen.  The employees have direct deposit available for up to three acoounts.  The employees must receive either a paper check or they must have all direct deposit.  Payroll deduction is not available.  She stated that they have a significant number of seasonal employees and that turnover is very high.  She stated that she will send a memo to each branch director informing him/her of a phone call that I will be making the week of February 5th requesting an opportunity to come on site to conduct signups.


Description:
3/2/00 Left message for Terry Trites to return my call re: co. joining the CU.
3/2/00 Ginny, Terry's co-worker, called back.  Discussed the benefits of CU & she asked that I call her on Monday.
3/6/00 Obtained appt for 3/14 at 10:00 am with Terry Trites of NOMUS.
3/21/00 Met with Ginny Long and Terry Trites of NOMUS & they want another packet sent out for their new CFO.  Did this & will follow up in 1 week. Also, they have purchased companies in Seattle and in New York.  Those employees are paid from those locations at this point. KM
4/14/00 I  talked with Ginny Long.  The HR Manager, Terry Trites forwarded this info. on to the new CFO.  He is working on year-end reports and they asked that I check back in 2 weeks-as it would be his decision.-KM
5/24/00 I talked with Tere Trites about their decision to join RCFCU. The CFO has been given the information.  No decision made.  Need to check back in 2 weeks.-KM
6/6/00 John Ruggerio is the CFO and he has not communicated with Human Resources whether Nomus is to join.  I will e-mail a follow up as Tere Trites of HR said he does read his e-mail.-KM


Description:
7/7/00 I e-mailed Mr. Ruggerio re: status of their decision to join RCCU.-KM


Description:
Ginny, the  HR rep., is no longer with Nomus nor is John Ruggerio.  I left a voice mail for Tere Trites to call me re: affiliation with AFCU.-KM


Description:
I talked with Mark Saussy.  They have some overriding situation going on that is putting him under a lot of pressure.  He has a Monday deadline to reach.  He said if he didn't, they would not be around anyway.  He agreed that the benefit of a credit union sounded good. He wants me to call him back the latter part of the 1st week of May.-KM


Description:
I left a message for Mark Saussy to call back.-KM


Description:
I left a voice mail for Mark to return my call.-KM


Description:
No holiday premium was given to this group's SEG rep.-KM


Description:
Left a message for Dan Hollingsworth (4/10/03)


Description:
left message with scott for bob to call back about the seg luncheon -cp


Description:
I left a message on Bob's voicemail telling him that I have available two complimentary tickets for Saturday's Vantage Championship.

Scott Enscore returned my call stating that neither he nor Bob would be available to use the tickets.


Description:
Julia Martin and I attempted to deliver the holiday premium.  This office has moved out of the Hewitt Business Center.  The receptionist told us that she had no further information.


Description:
Karen was finally able to talk with Bob Worth to get their new physical address.  Bob stated that they are currently in the process of interviewing to increase headcount.  She asked if we could stop by to talk with them once the new staff is in place.  He stated that would be fine.


Description:
I received a call from Bob stating that he is in need of more new membership packets.  I told him that I would get the materials to him the week of February 11th.  He stated that they currently have eight employees and he is looking to add two more this year.


Description:
I stopped in to deliver six new membership packets and the holiday premium.  I talked with both Bob and Scott and they are really seeing the benefits of their work plan.  They have increased staffing by six people.  There are now eight full-time employees in the company and they plan to add at least one more person this year.  They are outgrowing their present space of 3000 square feet and are looking for more space.  They have a diversified business where about 30 percent of their contracts come from manufacturing and 70 percent are municipal.  They are very pleased with the service they receive from Allegacy and love that the North Patterson location is so convenient.


Description:
I assisted with the event held at the LJVMC Assembly Room.  We conducted signups for both the HLPT and RCFCU.  The event was moderately well attended.


Description:
I participated in the hlpt membership event. - cp


Description:
participated in the hlpt fiesta  for 3:00 until 7:00 - cp


Description:
Cathy and I attended the Fiesta hosted by the HLPT.  We had a RCFCU booth set up and were available to receive membership applications.


Description:
7/25/00  I attended the HLPT meeting for the planning of Fiesta 2000.-KM


Description:
Ron George and I stopped in to deliver the holiday premium.  We were able to talk with James Cobbler who commented on our new name.  He stated that everything is fine and that he does not need any supplies at this time.


Description:
I talked with James Cobbler three times today about overdraft fees that were charged to Jonathan C. Wood.  Southern Tool transmitted its payroll on Monday, March 12th at 2:45 p.m.   They are exception payroll and the payroll was not entered until after 10:00 a.m on Thursday, Marc 15th.  This caused Mr. Wood to have two checks to overdraw his account.  I talked with Angie Mahaffey and the overdraft fees were refunded ($50.00).  Angie stated that she would bring to Ann's attention the delay in the posting of the payroll.


Description:
gave lead to cathy pace, she will call to try and set up appointment for mid june - cp


Description:
Discussed procedures for having SEG approved


Description:
Shipped 50 LifeStages packages to:
IDA ZULLO at the request of Will Ragsdale.
Also sent a sample payroll deduction form.


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


Description:
Alesia Turner and Cathy Pace conducted an information session for the employees.  They received:  9 new membership applications, 1 Holiday Club, 7 Eagle Plus Checking applications and 1 certificate account.  

There were numerous requests for additional information on other services including:  IRA's/ IRA certificate accounts, loan consolidation, overdraft protection,  and Visa credit cards.


Description:
Received a call from Cathy Pace to let me know that Rosalind Safrin had died on Sept. 14. Our new representative is Ida Zullo.


Description:
Mailed material and premiums for sign-up scheduled on May 8, 2003.


Description:
Sent e-mail to Loretta Miller with an attached poster for her to send to her employees and post in bulletin boards regarding our upcoming sign-up.


Description:
Irene and I visited the co. 8 people attended of which 3 became members.


Description:
On behalf of Irene Cafiero: Irene visited them on 05/08/2003.9 employees showed up.  She gave out 8 membership packets and 2 payroll deduction forms. One new membership.


Description:
Talked with Ida Zullo regarding scheduling a sign-up on Oct. 16 from 10-12. She will call me back to confirm


Description:
Mailed premiums for sign-up on 10/16:
25 Membership Packets
25 Ice Scrappers
25 Chapsticks
25 Pens
14 Safe Passage brochures
Visa, Loanliner, direct deposit, membership, account change, payroll deduction form.


Description:
E-mailed Ida a flyer for her to post and send through e-mail to her employees regarding our sign-up.


Description:
Patti, Irene, and I visited the company from 10:00-12:00. 
Results:
1 New Member
1 Payroll Deduction
We saw 2 individuals.


Description:
Spoke with Becky McCann. Requested that I mail package. Will meet if interested. About 250 people work in Mt. Airy. Another 75 - 100 work in other states in Sales offices.  They are all paid from Mount Airy.  Aboout 4,000 employees work in and are paid from other countries.


Description:
Becky McCann said it had been a very busy summer. Asked that I call her back around the middle of Sept. to set an appointment for a meeting.


Description:
Cold Call on Beck McCann. She had not looked at package I sent to her earlier but promised to review it. I told her I would call her in a few weeks to see how she felt. Ave. Age of employees is 42. She did not know average income level without doing research. This company does the cutting and shipping. All manufacturing is done off-shore. Will call later.


Description:
7/3/00 Clint Calloway will forward the letter of request for the Winston-Salem office personnel.  It sounded like he wanted the Charlotte and Raleigh offices to join.  For now the WS group will join and we will pick up the Charlotte office later.  The Raleigh group if paid from Charlotte may be eligible later too.-KM


Description:
Spoke with Tracy Jones who is already an RCFCU member.  We can meet with other 3 employees on Monday, Aug. 21 at 9:00 am.
Take pastries.  They are paid on the 15th and the last business day of the month. If the last day is a weekend, they are paid the next Monday.


Description:
8/21/00 I handled a sign-up for this sponsor company.-KM


Description:
I called to obtain the email address for Clint Calloway.  The email should be sent to the attention of Clint at fgws@earthlink.net.  This information is to be used for a marketing promotion that will be launched later this week.


Description:
6/16/00 I met with Joe Burns an attorney at this firm.  He knows Jan Mabe of RCFCU Mtg. I left a packet with him.-KM


Description:
7/5/00 The receptionist said Mr. Burns will be back on 7/10.-KM


Description:
7/11/00 I left a v. mail for Mr. Burns to call me.-KM


Description:
7/11/00 Joe Burns checked with the entire staff.  They do not wish to join.  They are comfortable with their accounts as they are.  I re-sold our product offering to him.  I asked him to let us know if they change their minds, to contact us. I am coding as "lost".-KM


Description:
9/26/00 I spoke with Gary Strickland.  He said that less than 25% of his staff is interested. I advised him about the HLPT for those individuals who wanted to join on their own.  Also, should the employees as a group express interest in affiliation in the future, I asked him to keep me in mind.-KM


Description:
6/19/00 I spoke with the receptionist at the High Point office.  She said that other credit unions had contacted Mr. Brewer at Carolina Container. To date, he had not decided to join any CU. I think that they have locations in Mocksville, Hickory, Lexington, & Greensboro.
I mailed a packet to Mr. Brewer.-KM


Description:
6/22/00 Wayne Brewer said that they are not interested in joining.  He said that this had been fully researched.-KM


Description:
6/19/00 I mailed the packet to Mr. Pistolis.  I do not know his title.  A Mr. Tom Lomg is the president of this company.  It is an international company hq'd in England.  Their operation in WS is Piedmont Concrete.  The office manager here is interested in joining RCFCU.  The decision though is a corporate one.  There is also an office in Atlanta.-KM


Description:
7/7/00 I talked with Charles Pistolis.  He has not reviewed the package and will be away for two weeks.  He will try to have the package reviewed and decided upon by Aug. 4th.  They will need to consult their corporate office in Atlanta.KM


Description:
8/18/00 I left a voice mail for Mr. Pistolis to please call back.-KM


Description:
8/21/00 I confirmed an appointment with Mr. Pistolis for 8/24.-KM


Description:
8/24/00 I met with Mr. Pistolis.  We are in competition with 2 unnamed credit unions.  He is doing an analysis of the 3 choices and will advise us of his decision.  I mailed him a follow up thank you and a MAPS brochure and a new certificate account brochure.-KM


Description:
8/25/00  I mailed a sample letter to Mr. Pistolis since his staff exceeds two hundred.-KM


Description:
9/8/00 I placed a follow up call to Mr. Pistolis.  I left a v. mail for him to let me know about the decision to join RCFCU.-KM


Description:
I voice mailed Mr. Pistolis to ask him to call me re: their decision to affiliate with AFCU.-KM


Description:
I left a message for Mr. Pistolis.  If no reply soon, will mark as "lost".-KM


Description:
8/2/00 I met with Mabel Myers of this firm.  She had been a member of RCFCU and is a member of SECU. She seemed very interested in this offer. Three staff people are younger and will need loans. I will follow up shortly.-KM


Description:
9/12/00 I returned a call to Mable Meyers.  She plans to fax in the letter of request to join RCFCU on Friday and forward the original by mail.-KM


Description:
Since Ms. Myers had indicated that they would join and I had not received the letter, I placed a phone call to her.  She is no longer with the firm.  The receptionist, who did not state her name, said it was ok for me to fax the sample letter of request to join.  I did so and included a brief memo to Attorney Caldwell.  I will await their reply.-KM


Description:
Valerie LeBrand of this firm called on behalf of Attorney Ana Caldwell.  They are not interested at this time.-KM


Description:
Spoke with Chris Tribble. Most of their employees are retirees of AT&T and are members of Truliant. One lady is an RJR retiree and is already a member of Allegacy.  He will ask around and call me if there is enough interest.


Description:
8/4/00 I visited with Mike Daniel.  He was a member of RCFCU.  He lives in Kernersville.  He is very interested in this benefit.  However, he has a lot of staff members who are unskilled and do not have checking accounts.  He said it would be very much of an education for the staff to learn about products, etc..He feels that a survey would be helpful in determining the level of interest. I mailed surveys on 8/10.    Will check with him a two weeks.-KM


Description:
10/4/00 I talked with Mr. Daniel.  He said that since I had contacted him that there had been several other credit unions to do the same.  He felt that the only thing against us was the lack of a branch in High Point.  Members CU has one less than a mile from this office.  He said that they will make a decision Oct. 16th and he will then let me know.-KM


Description:
I talked with Mike Daniels today.  He stated that this decision had been deferred to their HR department.  They are going to affiliate with another credit union that has a branch nearby. Although he did not say which credit union it would be, it is likely Members CU. He said in a previous conversation that many of the employees do not have a checking account and operate on a cash basis.-KM


Description:
7/6/00 I lunched with Mr. Lockhart.  He took a SEG packet with him.  His business partners with eDesigner Source-another potential sponsor group.-KM


Description:
8/16/00 I sent Brian Lockhart an e-mail asking about his decision to hve the company join RCFCU.-KM


Description:
I talked with Teresa Campbell at this firm.  She said that Brian Lockhart had left the firm. She also said that there are three other partners and one in particular was very anti-RJR and they are not interested in joining AFCU.-KM


Description:
Spoke with Tracy Glenn, HR. Mark Stevens had suggested I call this company. Mickey Spaugh is plant manager and a client of Safe Passage. Mr. Glenn told me they are somewhat satisfied with Members CU. He will discuss with Mr. Spaugh and will call me if there is any interest. For now I am coding as Lost


Description:
Key services has 100 employees according to their web site.  They have been in business since 1975 .  I have looked at PACU, Members, Truliant company listing and did not see them listed.  I have called Ron wilson in hr and left a message on voice mail. - cp


Description:
toalked to ton wilson and they do not have a credit union.  He was receptive and they do have ach payroll.  I have set up appointment for 8/22 at 3:00 - cp


Description:
met with ron wilson.  They are with first union for the company and have the PERK program offered to the employees.  The program gives free checking with direct deposit and discounts on loans and premiums on certificates.  We discussed the differences and how we could be another option for the employees that they currently do not have.  He asked me to check back with him in 2 weeks. - cp  the average age of the employees is 30 and average income is 25k they also have low turnover.


Description:
talked to ron and he said that timing is off and sugested that I call back in may.  He said it is not a "dead" issue that they are interesed but we sould wait until 2nd quarter in 2001. - cp


Description:
Carol Knouse and I discussed this lead.  I can pursue this.  I will wait until April to contact the HR director.-KM


Description:
Vicky Denny received a call from Louis Right, requesting Lifestages.  I'll be sending tomorrow 40 via Airborne.  AL/BD


Description:
Mailed 40 packages to Karen Trower for Ray Cooke to pickup. To be used for Nabisco new hires.


Description:
4/27/00 I called Sun Printing.  Becky Russ, the owner, said her husband is on our Board.  Her husband, son, son-in-law, and she are members.  The latter three work at Sun Printing.  She had just this week sent out a survey to determine the interest in affiliating with RCFCU.  A packet will be mailed to her via the dock.  They do printing for RCFCU, etc. and pick up daily at the dock.  I will talk with her next week.-KM
6/5/00 Becky Russ polled her employees.  3 employees are members and 7 to 8 expressed an interest in joining.  She mentioned that she would pay the membership fee.  She was concerned that not enough people showed an interest.  I advised her that 10 out of 17 is adequate.  She advised that she will send the letter of request to join in shortly.-KM


Description:
touched base with becky russ for the factors to consider for the july board meeting.  Set up tentative date for sign ups for july 26th.  We are to call her after the board meeting to set up times for sign ups. - cp


Description:
did presentation for employees saw 10 and 10 digned up.  The owner, son and sonin law are already members. - cp


Description:
Cathy and conducted a new employee signup for 12 employees.  There were three employees who are already members of the credit union.  We conducted a  drawing, the owner's son was the winner.  .  FDC


Description:
Julia Martin and I delivered the holiday premium to Becky Russ.  We were able to talk with Becky.


Description:
I met with Becky Russ.  She said they now have a staff of 16.  She thinks the credit union is great and said she really appreciates us.  I gave her the holiday premium and advised her that we offer the CUABS and asked that she please tell her staff.  She said that whenever they get a poster it is hung up right away.-KM


Description:
5/1/00 I met with Kristy Shelton.  Gave her a SEG packet.  John Williams pre-sold the idea of joining RCFCU to Dr. David Meyer.  I will follow up in 2 weeks.-KM


Description:
6/28/00 Sign-up scheduled for 7/18 between 11:30 and 1:30.  Employees lunch during this time.  A cookie tray will be provided.-KM


Description:
Karen and I conducted the employee presentation to the staff.  I ordered a cookie tray from the Fresh Market.


Description:
7/18/00 Frances Campbell and I handled the sign-up session at this practice.-KM


Description:
Ron George and I stopped in to deliver the holiday premium.  Kristy Shelton was out of the office.


Description:
The e-mail under contacts heading is a temporary one.-KM


Description:
I responded to a message left on Heather Allen's voicemail from Kristy Shelton.  Kristy stated that she has some questions and would also like to have someone from AFCU come back out and talk to the staff.  I called Kristy and left a message on voicemail.


Description:
Kristy returned my call and left a message on voice mail. 
I returned her call and told her that I would be glad to come and and set up in one of the examination rooms to be available to the staff.    We set a date for Tuesday, Aopril 24th at 11:30 a.m.  They are having lunch provided that day so I told her that I would provide dessert.


Description:
I conducted a re-enrollment for the employees for the employees.  I saw four employees and received four completed new membership applications.  

I took a cookie tray from Food Lion for the staff to share.


Description:
Call from Kristi Shelton regarding number of their employees. She said they now have 13 and do not plan to hire additional staff at this time. She will e-mail her employee listing so that I can check to see who is coded incorrectly.


Description:
Delived holiday premium to Kristy Shelton.


Description:
tried to call Kristy to see if their employee listing is correct. Their office hours are Monday-Thursday 8-4:30 and Friday 8-2. I faxed over a listing of the members for this SEG and asked her to correct and fax back to me.


Description:
received current employee listing from Kristy. Updated on members accounts to correctly reflect the right members.


Description:
Talked with Kristy about switching her manual payroll over to ADP. She said they used to use that company and they had a situation where a doctor was leaving and still received a paycheck. They had a hard time collecting the funds and so she did not want to meet with a rep in person. She was open to receiving a price quote in person.


Description:
5/2/00 Karen Weathers gave this lead to Cathy Pace who in turn referred it to me.  I talked with Andrew Shevchenko.  He is the lead financial representative and I do not have his formal title. He was a general manager for a credit union in New York. He said that our name was given to him by someone at the firm who is in senior management.  I mailed a package to him & will follow up in 2 weeks. This firm is a non-profit organization and they serve to obtain housing for mentally disabled people.-KM
6/6/00 I talked with Andrew. He was very busy and he did not have time to talk.  He has received the package and will let us know once he has reviewed it.  I plan to follow up in 3 weeks.-KM


Description:
I received an email from Kim stating that she has received Conference Room #2 on Tuesday, September 25th from 10:00 a.m. to 11:00 a.m. for an information and enrollment session.


Description:
I conducted an information and enrollment session for the employees from 10:00 a.m to 11:00 a.m.  I saw a total of three employees and received two completed membership applications.  

The office has a new receptionist, Allison Sanders. Kim Owens did not come out to meet me she asked Allison  to get additional membership packets to have on hand.


Description:
I dropped off 50 new membership packets that had been requested by Kim Owens on 11-8-01.


Description:
I delivered 20 new membership packets that were requested by Elisha Hall on 11-1-01.  -


Description:
I stopped by to deliver the 50 new membership packets that Kim Owens had requested on July 18th.  I asked for a few minutes of Kim's time to talk with her about the credit union and the services that are available.  The receptionist called her and she stated that she was not available.  I believe that it is in the best interest of AFCU to pursue another individual as the contact person for the credit union.  In the three years that I have been in Business Development I have not met Kim and rarely have we spoken by phone.  The potential of this group is greatly affected by the apparent lack of interest displayed by Kim.


Description:
Tolk to Alisha and Debby Boyles about an enrollment. Alisha will call back about day and time.


Description:
Enrollment at W-S offis. Anya and David sow 17 employees(4 - current members) with the following results:10 members,2 checking accounts,11 payroll ded,1direct deposit,2 Holiday Clubs,several  loans ref,2 Safe Passage.


Description:
annual golf tournament is the same day as the seg luncheon. - cp

Company:
Mental Health Association Of Forsyth County


Description:
Amanda Hoppers and I stopped in to visit Ilene Barley and to leave doughnuts.  We did talk with Ilene and the Executive Director, Andy Hagler.  They will call to schedule a time for us to come out and conduct an information session about the credit union.


Description:
I called the agency to verify the fax number.  I spoke with Ilene and extended an offer to do employee signups and/or to drop off supplies.  She stated that she would poll the staff and would give me a call back.


Description:
I stopped in to deliver packets to Judy Hoag and was able to leave them with Ilene Barkley.  I talked with Ilene and left packets for her and her staff.  I also told her that I would be glad to come out and talk with her and her staff.


Description:
Lisa called and Andy or a staff member will notify Lisa or Frances if they need supplies or have general questions.


Description:
I talked with Nadyne Brown who is a board member in reference to a message that was received that this group is interested in membership with Allegacy.  I informed her of the number of contacts that were made to this group during 2000.  I also extended my services to the group to come out and make a presentation to the staff and the board of directors regarding membership.  She stated to me that she would relay the message when she is at the agency on Tuesday, January 9th.


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

Cissy McCoy stated that she is willing to have a Credit Union Day event and she is receptive to having a representative on-site quarterly.


Description:
Sally Simpson called and requested signature cards and membership packets for the staff.


Description:
I mailed Sally Simpson a packet of signature cards and ten new membership packets.  I also sent a letter requesting an opportunity to visit onsite during the month of November.


Description:
I returned a call to Sally Simpson who was returning a call where I had requested an opportunity to come onsite.  She suggested today or October 25th.  I told her that my calendar was already booked for both of those days and that I can come on November 8th.  I will be there for an information and enrollment session from 1:30 p.m. to 5:00 p.m.


Description:
I conducted an enrollment and information session for the employees.  I received seven completed new membership applications and nine new holiday club accounts.  I referred Kim Williamson and Leslie Carrico to mortgage to refinance their homes.  

I conducted a drawing for a $25.00 WalMart gift card, the winner was Mary Noring.


Description:
I received a call from Sally who stated that she does not have any payroll deduction forms.  I mailed two pads of forms and I faxed a copy for use until she receives the others in the mail.


Description:
Sallie Simpson and Becky Farrington attended the Annual Sponsor Company Luncheon.  Each completed the sponsor company survey.


Description:
I received a call from Sally Simpson informing me that it would be okay to schedule the information and enrollment session. We agreed on Thursday, August 29th from 2:00 p.m. Until 5:00 p.m.  This is a payday and employees are able to pick up their checks during this time.  I told her that I would mail her copies of the poster to be displayed in areas for all employees to see.  She stated that they do not have voicemail available.


Description:
I held an enrollment for this group. I saw 24 people. Seventeen were already members. Two gift cards for a value of $10.00 each were given away.  The winners were Wanda Moore and Teresa Blevins. 

I received 5 new memberships, 1 checking account, three vacation club accounts, one family membership, and 5 payroll deductions updates-all increases  I promoted our mortgage products, car loans. VISAs, and CUABs.

Two members were particularly interested in mortgages.  One is a purchase of a manufactured house and the other is a refinance.  I gave them the loan officer's cards. KM


Description:
Called Cissy McCoy to ask for an enrollment on March 19 when we are scheduled to visit Smith Phillips Lumber in Elkin. Spoke with Sally who said that Cissy would prefer that we come there only on payday when their employees usually come in. We scheduled an event for April 24 from 2:00 until 5:00 pm.


Description:
Held  enrollment , saw 54 employees. 38 already members. Signed up 7 new members, 9 payroll changes, 1 new holiday club, 1 new vacation club, 1 new checking. Carol and Belinda attended. Gave key chains, badge holders, pens and popcorn.


Description:
Attended enrollment event. (Details in previous message) This group does not have direct deposit. Obtained name and location of their headquarters to call corporate to discuss


Description:
Nedra said they have no one for the golf tournament.  Will call back on vantage tickets. - cp


Description:
I stopped in to drop off complimentary tickets to the Vantage Championship for Darryl Belcher.  I also talked with Darryl about playing in the DW.  He stated that he would read over the brochure and would try to get a team of his vendors together to play in our tournament.


Description:
Julia Martin and I stopped by to deliver the holiday premium.  Nadra was out of the office on that day.


Description:
I called Nedra Minor to get an updated employee listing with names and social security numbers.  I used that list to determine the total number of employees who are AFCU members.  They currently have twenty employees and fourteen of the twenty are AFCU members.


Description:
Debbie James at our N. Patterson Office called to say that an employee of this company had come in to join and presented a letter that he had received from Nedra regarding joining AFCU. She mentioned that there was a $25.00 fee to join and she attached a member application and a payroll deduction form that showed RCFCU. I called Nedra who said that she did not have any AFCU information. I delivered packets to her today, clarified that we do not have a service fee to ojoin (only $5.00 required balance), had her verify our listing of employees, and referred ADP to visit her to look at taking over the responsibility of payroll and other duties. Nedra is 48 years old but has severe problems with her knees, has had 7 surgeries, and id constantly developing bone spurs in her feet, knees, and hands. She feels that she will be in a wheelchair by yearend. I also faxed information that she can place in their company's employee handbook. Nedra's name has changed from Minor to Sanford so I changed that in Focus, at her request.  Will follow-up to see how she is doing.


Description:
Someone called in with the new address.  I have updated the profile.-KM


Description:
I attended the Employees' Benefits Fair that was hosted by Salemtowne.  There were six benefits providers present.  I received 7 completed membership applications and two other accounts.  I saw a total of 24 members.  

Dave Solomon conducted two seminars during the Lunch and Learn series on insurance.  The first session was attended by five employees and the second session was attended by six employees.  Dave was very good at providing information and answering questions.  He provided real world examples that were easy for anyone to relate to.


Description:
I talked with Rodney Windsor about the residents of Salemtowne being eligible for membership in AFCU.  He was asking if we would consider placing an atm machine on the campus.  There are approximately 130 residents and 200 employees who would have access to the machine.  Anyone who is visiting the campus would also have access.  I explained to him decisions regarding the placement of these machines are based on access and potential usage.  This location is closed to the general public and would allow for limited transactions.  I told him that it probably would not be feasible in this situation.  It could also give rise to other facilities such as Arbor Acres making the same type of request.


Description:
I met with Rodney Windsor to give him the holiday premiums for himself and for Jim. Salemtowne is doing a construction  expansion.-KM


Description:
I called Jim Fatzinger to inquire if he would be the Spotlight for the second quarter 2002 edition of the In Touch newsletter.  Jim consented and I will interview him on Thursday, April 11th at 9:00 a.m. at his office.


Description:
I interviewed Jim Fatzinger as the Spotlight for the second quarterly edition of the In Touch newsletter.


Description:
I conducted an enrollment and information session for the staff at their annual benefits review.  I saw a total of 56 people, 30 of whom are existing members.  While there I received fourteen new membership applications, numerous applications for checking and Holiday Club accounts.  

I was informed by Rodney Windsor that he will be leaving in July to return to graduate school on a fulltime basis at UNC-G.


Description:
Jim Fatzinger and Cyndi Standley attended the Annual Sponsor Company Luncheon.  They  completed the survey.


Description:
Left a message forJim Fatzinger about an enrollment.(04-10-2003)


Description:
Visited with Jim Fatzinger and Cyndi Standby when they attended our SEG Luncheon. Jim has never joined AFCU but he supports us otherwise in offering this benefit to his employees.


Description:
I also talked with Jim and Cyndi too. They were very interested in Safe Passage benefit products. Asked for a brochure to get more contact information.


Description:
I called Jim Fatzinger about  an enrollment. He wold like me to call him back on July 1 and visit company at staff miting.


Description:
Left a message for Jim Fatzinger about an enrollment (07-28-2003)


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


Description:
I called Jim to confirm about an enrollment. I left a message on voicemail.


Description:
4/18/00 In the article referred by Carol Knouse, Sandy Vernon is listed as the industry coordinator.  I left a message with her manager, Don Moss, at 336-342-8138. I advised him that we would like to get in touch with a company representative.  I left my name and number for him to return the call.  I had originally called the Chamber of Commerce in Madison, NC at 336-548-6248 and an employee of Rockingham County, Robin Yountz(?last name) was there.  She put me in touch with Don  Moss. The company is planning to employ 200 people by year 2003.-KM.
5/3/00 I mailed a package to Mr. Paul Parker. Someone named Keri from the Rockingham County Development Council(?) called to say that Mr. Parker would be our contact.  I will follow up with him in 2 to 3 weeks.-KM


Description:
7/11/00 Mr. Parker will be back in the office 7/17.-KM


Description:
talked with Terry. Mailed packet 12/9/2003


Description:
spoke with Rebecca, mailed packet of information.


Description:
mailed packet 12-10-03 to Misenheimer location.


Description:
3 Enrollments on 12-09-2003.Amy,Anya,Angelo.
We saw 24 enployees(5- current members) with the following results:14 new members,8 checking accounts.,1 cash card,2 Holiday Clubs,5 PFP,4 auto loans,7 direct deposits,14 payrol ded.


Description:
I delivered 10 packets to this office at their request. I asked Gayle Yarrow(?) if we could hold an enrollment.  She said that she would have to check with Ted Mann.-KM


Description:
I mailed auto buying , WebBanking, and Eagle Checking brochures to Gail Yaroch. I will follow up with her on Thursday regarding these items.-KM


Description:
left message with recepionist.  Will follow up 4/27 - cp


Description:
talked with jack.  He's retired as of 4/28 and said let southern steel go.  He has tried diligently to get the corporate office to respond and he has gotten nowhere.  They don't even have a 401k plan for the employees. - cp


Description:
I received a phone call from one of my classmates at WFU who had spoken with one of our other classmates who works for Eaton Corporation.  Eaton announced an employee layoff on 7-20-00.  Forty employees were laid off.


Description:
Kelli Jackson and I delivered a holiday premium.  The lady that we spoke with said that Amy, the previous SEG rep, is no longer employed there and we are to send correspondence to the CFO.  I have filed his card and input the information on the profile screen.  She also said that they are going through a transition.-KM


Description:
Called this company. Telephone number had changed and name of company is now Qualcomm. Spoke with Jennifer Sealey who said they only have 40 employees now. She is a member. No new hires for at least 6 months. She will fax a letter relating the details of the new company.


Description:
Tolkd whith Jennifer Sealey about an enrollment She will call to me back on Monday 7 th.


Description:
Left a message for Jennifer Sealey about an enrollment(06-06-2003)


Description:
I tolk to Jennifer Sealey about new prodact and servises.She will call back about  day and time in July,2003.


Description:
Call toJennifer Sealey about an enrollment. I will assist company on September,30 at 8.30 am.


Description:
Enrollment on 09-30-2003 at Clemmons offis.Saw 8 employees(2- current members) with the following results: 3 new members,3 checking accounts,2 direct deposits,1 payroll ded.


Description:
Kathy Alexander and I dropped by to visit Karin Worth she was off that day.  The assistant store manager, Dwight Pratter, was in a meeting and we were unable to see him.  We did leave our business cards.


Description:
I delivered 25 new membership packets to Karen Wirth.  Karen was busy preparing the store for a visit from the regional manager.


Description:
Kathy called to verify that Karin received the invitation to the sponsor company luncheon.  Karin will not be able to attend the luncheon and she will not be able to send a representative.  They will be involved in a regional meeting on the same day, all of her managers need to be present at the meeting.  She does need 20 new membership packets.


Description:
Delivered membership packets to this company, upon their request. They will distribute to their ;employees in anticipation for their July 31 enrollment event.


Description:
Planned and attended the initial enrollment event for the employees of this company. We visited with 29 and received 29 new members, 1 Holiday Club,9 Payroll deductions/11 checking account. Terri Cheek requested that Sandra V. Come back for a visit with their Hispanic employees. All those who met with her today joined the credit union. I told Melody about this and asked if she would followup with Sandra.


Description:
Received a call from Jackie Wilkins who had questions about payroll deduction and direct deposit. They had a meeting with So Community Bank i=on August 1 and received the software to be able to provide direct deposit. But they have no direct deposit forms. I faxed a copy of the form we use and they can use that as a guide to inventing their own form. They do have the software already installed so this should be an easier solution. They also wanted to know how other employees could participate if they did not enroll the day we were onsite. I gave them the other available options and said that we would be happy to return for another session if they requested it.


Description:
left message with secretary- will follow up in 2 days-cp


Description:
talked with joan and I am sending info will follow up in 2 weeks-cp


Description:
left message with receptionist, joan is out until Monday 5/15 - cp


Description:
Joan called back and said she has not had an opportunity to review the information.  She said once she gets through the "relay for life" and budget she would review and get back with me.  I said I would contact in 2 months. - cp


Description:
4/10/00 I left a voice mail with Anita Cox, the office manager to call me.  Will follow up in 5 days if no reply.-KM
4/10/00 Anita advised that they are part of Don Angell's group of companies and he sits on the Board of Southern Community and they do not want to join RCFCU.-KM


Description:
Mr. Orrell said he is 78 years old and does not want to take on any more challenges. Not interested.  The receptionist said Mr. Orrell does not like credit unions.  Said his brother used to work for one.  Didn't elaborate from there.


Description:
Jeanne Tilley and I stopped in to visit Lisa Kinney and to drop off Munchkins.  I was able to introduce the two of them.


Description:
Belinda delivered the holiday premium to Lisa Kinney.


Description:
Went to visit Lisa and she was on vacation this week. Talked with receptionist. They did not need anything


Description:
Becky Fritz is the new contact person. Lisa Kinney  has become the compensation coordinator for Novant Health. She now works in the paramedical building.


Description:
Jeanne Tilley and I stopped in to visit Lisa Kinney she was at her office at Dental Care.  We did go over to Dental Care and talked with her there.


Description:
7/3/00 I called Kathy Doyle.  She said a couple of them are interested. I will advise her at the next phone call that we would need more participation than two out of twenty-five.  She said that they do offer payroll deduction but they do not offer direct deposit.  She asked that I call back in one month.-KM

Company:
Design Engineered Fabrication (DEF), Inc.


Description:
4/10/00 I delivered a packet to Lyn and went over our products and services.  Will follow up in 2 weeks.-KM
5/8/00 I talked with Lyn.  She said that this is their busiest time of year.  She has reviewed some of the packet.  I will check with her in a few weeks.-KM


Description:
7/5/00 I talked with Lynn LeVan.  She said they are adding staff.  They do not wish to make any changes until mid-September; when their fiscal year ends. I asked if they have a 401-K.  She said they did not.  I will reask this in September.-KM


Description:
3/21/00 I talked with Tom Munden, Jr..  He has not had the time to review the package and said that they are not on the verge of joining right now.  He agreed to discussing this further on Friday am by phone.-KM
4/3/00 I left a message for Tom Munden, Jr. to call me re: status of his company joining RCFCU.-KM.
4/10/00 I called Tom Munden, Jr..  He said that this is not something they want to do right now.  I encouraged him to keep the material if they changed their mind-to contact us. I stressed that this would be a great benefit for his employees, etc..


Description:
Called Margaret Byrd to get correct number of employees (150). She passed info on to a man who will make decision.  Their year-end is March 31 so they are very busy.  Wait about a month before calling back.
3/22/00 I called Margaret Byrd-she said to call back in 1 month.-KM
4/28/00 Spoke with Margaret Byrd.  She had passed the information onto someone else-she did not say who.  She said they have not done anything with it.  According to her it would be 6 months until they decided anything.  I am considering this a lost account for now.  However, I am keeping the folder and marking it for follow up in October 2000.-KM


Description:
Spoke with Rees Bristol, the only person I know with the company. He said Margaret usually makes hr decisions for the company after she speaks with the owner.  Rees is a member of State Employees CU and knows the benefits. He will speak with the owner and call me back. I offered to do a survey if they requested it.


Description:
Rees Bristol called to say that he spoke with the owner who said that they have a strong banking relationship and he doesn't feel the need for a credit union.


Description:
3/10/00 Kenya, no last name given, confirmed that Salem Leasing Corp. is with Members CU.-KM.


Description:
I stopped in to see Claudette who is the center director.  She stated that all is going well at the center at this time.  She does not need any supplies.  She stated that they now have 17 employees.


Description:
9/26/00 I had a scheduled sign up session today for the purpose of increasing participation. Debra Stanley had forgotten that I had this appointment.  I gave one packet to one person and left 5 more for the new hires.-KM


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


Description:
Calld to Debra Stanley--mention to him info about interest rate.and new location. In Clemmons.She will call back


Description:
Karen Morgan, Neely Fix and I visited Community General and conducted signups in the cafeteria.  There were nine packets of information distributed.  The members were interested in having an atm on site since we do not have a branch in Thomasville.  They do have new employee orientation and will attempt to add us to the schedule.  Currently Members is present on Tuesday for the new employee orientation.  If we are unable to reach John Farlow, we can contact Barbara Pendergrass, Human Resources Technician.  Barbara's email address is bpendergrass@cghp.org


Description:
Karen Morgan and I visited and conducted signups for the staff.  We did have a drawing for an entrant who would receive $10.00 deposited into a share account.  The winner was Richard Davenport.


Description:
Karen and I conducted the new employee orientation.


Description:
Jeanne Tilley accompanied me to Thomasville for the new employee orientation.


Description:
I attended the new employee orientation.  I handed out six new member packets and I left ten new member packets with Barbara Pendergrass.


Description:
I attended the new employee orientation.  I handed out sixteen new member packets.  I was instructed by Barbara Pendergrass (John Farlow's assistant) that the format for new employee orientation is being changed effective July 2000.  We will no longer be allowed 15 minutes to talk with the employees about the credit union and our services.  This is to bring their orientation more in line with Novant's orientation.  I did leave extra new membership packets to be distributed to new employees.  I was assured that we would be called regularly for supplies.  I talked with John Farlow before leaving the hospital and he stated that this is just a cost of doing business issue and that we should not take it personally.  He stated that we should consider placing a branch in Thomasville and at the very least an atm machine.


Description:
I sent 100 membership brochures to Belinda Wilson to be forwarded via Novant mail to Barbara Pendergrass at Community General.  Barbara called stating that she is okay on new membership packets but is in need of just the membership brochures.


Description:
Belinda delivered the holiday premium to John Farlow.  They were able to talk and he would really like to see a branch in the Thomasville/High Point area.  He stated that the area is really growing.


Description:
Called and left message for John. Requested That we hold a quarterly sign-up. Issue with deposit avenues.


Description:
Consider as lost. No response from company.


Description:
Spoke with Crystal Phipps, H.R. Mgr. Who said they are pleased with Members CU and have good participation.


Description:
elizabeth contacted us about the pro shop joining. - cp


Description:
talked with beth bender.  She is personally with city employees credit union and was looking to join personally.  She has found a family member whom she can join through.  I asked about the pro sop and they are with city employees creid tunion being a part of the parks and rec department. - cp


Description:
7/19/00 Met with Judy McGuire and went over the package. She thinks a survey would be beneficial.  Mailed survey out.  I will check with them in 2 weeks.-KM


Description:
8/16/00 I ltalked with Judy about the practice joining RCFCU.  She said that some of the employees are members already.  Ok to check back with her at the end of September.-KM


Description:
9/7/00 Judy McGuire said that there is not enough interest from the staff.-KM


Description:
7/20/00 I met with Brent Bruner and Christa Phillips. They are very interested.  The office staff consists of 5 people and there are 35 agents. Charlie Jones called Cathy Pace about whether they could join RCFCU.-KM


Description:
participated in the initial sign up with 22 attending and 4 signing up. - cp


Description:
Cathy, Lou Ann Lael, Pat Towe and I conducted a new membership signup for the Re/Max staff during their staff meeting.  There were 22 present and we received completed membership applications from four persons.  I talked with Brent Bruner about being the company representative who is spotlighted in the next edition of In Touch.  He consented and instructed me to call his secretary to schedule an appointment.


Description:
I called Christa Phillips to schedule a time for me to interview Brent for the sponsor company newsletter.  I left a message with my name and phone number.  

Christal returned my call and saild that Brent will be available on Friday, October 13th at 11:00 a.m.


Description:
I went by the office to interview and photograph Brent Bruner for the fourth quarterly edition of In Touch.


Description:
I am working toward the goal of having 25% participation from this group.  Christa Phillips is willing to help us.  We need to be aware of the mortgage rates and the affect on their business and free time.  Christa will e-mail them and give then each a poster/reminder of the sign-up.  The 2nd sign-up is set for 5/10.  If this happens, we need to get to the nitty gritty.  I she looking for a presentation to a group or for us to handle the employees who wish to sign up one by one? I will give away a gift basket via a drawing to someone who signs up with us that day.

Our biggest obstacle is that Centura is right across the hall from their office and it is very convenient.

KM


Description:
Karen, Kelvin and I conducted an employee signup session for the staff.  We saw eight employees, we received three completed new membership applications, and we recoded three employees who are already AFCU members.


Description:
FC, Kelvin Boyette and I held a sign-up session.  We received three new apps.-KM


Description:
Belinda Wilson and I conducted an on-site signup for the employees at the Frontis Boulevard location.  We saw nine employees.  We left additional packets with Belinda McCalop who is the contact at this site.


Description:
The physical location of the Partners location at Madison Park is 5635 Hanes Mill Road.  Turn right after entering the lobby through the main entrance.  The contact at this site is Betsy Murray, her phone number is 336-659-5915, fax number is 336-659-2951, email address is bmurray@partnershealth.com.


Description:
I talked with Belinda and offered her two tickets for Saturday's Vantage Championship.  She will have an employee lottery to determine who will receive the tickets.  She also requested membership packets.  She is no longer in HR.  She has been moved to Finance.  The new contact will be Joan Robinson.  She is the HR Director.  Joan's email address is jrobinson@partnershealth.com.


Description:
I stopped in at Belinda McCalop's request to deliver 30 membership packets and tickets to be raffled off for the Vantage Championship.  I was introduced to Joan Robinson who will be our new contact at Partners.  Joan is the Sr. Human Resources Manager for Partners.


Description:
Belinda attended the quarterly signuup and was able to enroll ten new members.


Description:
I called Joon Robinson to talk with her about scheduling quarterly site visits for the Madison Park location.  I left a message for her to return my call.


Description:
I called to setup quarterly visits for Frontis and Madison park locations. Joan is doing performance reviews, setting management goals and is very busy so she asked if I could come April 10,11. Those dates look good, she will email me to confirm.


Description:
Conducted New employee enrollment. Signe dup eight new members, talked with three others. Opened two checking accounts, set up payroll deduction and Safe Passage referral.


Description:
Called and spoke to Betsy Murray. She is the HR rep at the madison park campus. She told me that Joan was no longer employed with Partners. She said our new contact would be Carol Helm. They cannot attend the luncheon.


Description:
Received a telephone call from B Wilson who has heard that Partners is for sale and that the possible buyer is BC/BS. Rumor also says that BC/BS will keep the clients but release the staff. 
THIS INFORMATION IS HIGHLY CONFIDENTIAL!!!!!


Description:
Blue Cross Blue Shield bought out Partners. They will reamin as a separate company for now. Winston Salem Health Care/Dental Care will remain as part of Novant Health Corp.


Description:
Delivered holiday gift to Carol Helms who wat not in her office when I called.


Description:
held signup session for Frontis Plaza location on Tuesday 12-4-01 and Madison Park 12-5-01


Description:
read in paper that Blue Cross Blue Shield was not going to keep Partners as a separate company anymore that they would eliminate duplicate positions.


Description:
arranged a lunch meeting Tuesday, March 19th at 12:00 at TK Tripps to discuss Blue Cross Blue Shield buyout and the credit union position


Description:
Belinda Wilson and I took Carol Helm to lunch today. The main reason for our visit was to ask more about their recent corporte restructure and to request a name/social security listing. This comopany was p4eviously owned by Novant but the current lawsuit by Novant against their new parent company, Blue Cross/Blue Shield has put a wedge etween the two companies. Carol brought up the subject and wants nothing to do with Novant at this time. She will generate a report that we can use to recode accounts and a statement regarding their corporate restructure for NCUA.  Carol's husband, Bob is 85 yrs. Old and is a working professor at WFU. They have been married 3 years. Carol recently refinanced her mortgage at AFCU and is pleased, even though she was placed on a waiting  list for awhile. The "Partners Bldg." is owned by Novant so her employees will be relocated to the Madison Park office complex by the end of June of 1st week of July, 2002. We will attempt to get the employees of our N. Patterson office involved since their employees will most likely use that facility. The company has a 5-yr. Lease on the Madison Park space (56,000 sq. ft.)
Carol wants to have S. Passage speak to her employees regarding their pensions from Partners. I will call S. Passage and arrange to have someone visit with Carol to arrange seminors. Bus. Dev. Will e on-site to solicit new memgerships during this time frame. Partners currently has 430 employees gut the number will drop by about 50 to 75 before growing back to a number of 500 employees at a later date.  Carol's backup is Debbie Allen. Carol also requested payroll stuffers for Equity products, mortgage transfers, IRA's, etc. She could also use an article for their newsletter. I will work with S. Passage and marketing to get these items.


Description:
Cheryl Swaim has provided newsletter articles and payroll stuffers as requested by Carol Helm.
Neely Fix has conducted 2 Lunch & Learn sessions as requested. See Partners file for details.


Description:
I assisted Neely Fix and Donna Harper with a lunch and learn session for the staff.  There were a total of 14 employees, who attended, nine of whom are currently AFCU members.  I received one completed new membership application.


Description:
I assisted Safe Passage with a presentation at Partners re: 401-Ks, Section 529--etc on their part.  I promoted CUABS, no-surcharge  VISA check, and low interest rate VISAs.-KM


Description:
After several telephone discussions with Laura Boggs, we have scheduled to hold enrollment sessions on August 6 and August 7 from 11:00 - 2:00 at their two locations near Madison Park. Laura will send out an e-mail to let employees know we will be there so that they can make appointments to visit with us. We will take premiums and we will hold a drawing each day.


Description:
8/1/00 This had been a lead of Cathy Powell's. She transferred the lead to me.  I have an appointment set with the office manager for 8/11.-KM


Description:
8/11/00 I met with the office manager.  She will advise if they will pursue this.-KM


Description:
8/22/00 Carol Knouse, Pat Payne and Cathy Pace had met regarding the pending list.  Then, Carol and I reviewed it.  We said that Volvo would be considered as lost.  I think that there may be some confusion as which Volvo this is.  The profile on SEG Manager is relative to the Winston-Salem dealership.  I have just met with them and they seemed very interested in affiliation.  So, I have changed this back to pending for now.-KM


Description:
Joyce Crutchfield said that there is a new GM.  She will bring this up during the next staff meeting next week.  I will check with her then.-KM


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


Description:
I have not received a response from this group.I am considering this as a lost account.-KM


Description:
3/15/00  I talked with Gerri.  She had received the package & plans to review it next week.  I will follow up by 3/20.-KM


Description:
talked with gerri, they want it but need to wait until mid june to get someone there to talk and/or send letter in.  Definit yes! - cp


Description:
discussed with carol. Leaving on pending report for ny representative when hired.  Little neck looks to be apx. 20 from manhatten. - cp


Description:
left message for sandy knight in hr on voice mail. - cp


Description:
talked with tommy, sandy knights receptionist.  She said they are with Corporate America Credit Union out of Greensboro and are satisfied. - cp


Description:
Per conversation with Carol, moving to lost status.  May revisit after reviewing other home owners association. - cp


Description:
No holiday premium was given to this group.-KM


Description:
discussed with carol and moving to lost status.  May review as participation increases among other home owner associations. - cp


Description:
Mike Phipps and I stopped in so that I could introduce Mike to Lowell.  I was able to introduce the two of them.

Company:
King First Baptist Child Development Center


Description:
6/21/00 I met with the receptionist/office manager.  She will circulate the packet.-KM


Description:
6/26/00 Ed Colhoun called to say that their firm has a business account with Summit CU. I advised him that membership would be for the employee's personal financial needs.-KM


Description:
8/14/00 I called this office. Ed is in Charlotte this week. Per his assistant, call next week.-KM


Description:
Tlaked to receptioist.  I tried to drop off packed but the address in the phone book is incorrect. Finally got a hold of the receptioist who said they do not have a credit union and she gave me the name of whom I should talk to. - cp


Description:
Talked with the owner jim clarkson.  He is a former rjr employe, left around 1991 or 1992.  He is still a member of rcfcu.  When he left rjr, we declined him for an equity line.  Since then he descovered a man in california using his socal and name.  He believes we declined hhim for that and did not give me any other explaination for the decline.  His animosity towards rcfcu stems from the decline.  He felt we had a responsibility to question the credit , but did not.  He nice but very addiment that if he ever went with a credit union for his employees, he would most definitely not go with rcfcu. - cp


Description:
6/12/00 Reynolda Park is part of Southern Assisted Living.  They have locations in VA, NC, & SC. Nicole was reached at 919-932-1015.  She advised that they are part of Coastal CU.-KM


Description:
6/7/00 Mike Durr, the HR Manager, advised that they are with Truliant.-KM


Description:
Company is near the league and is with Truliant. - cp


Description:
company is near league and is with members credit union - cp


Description:
Mrs. Trujillo is out of the office but will be in on Tuesday, 6/27.  I left packet of information for her to review. - cp


Description:
talked with mrs. Trujillo and she is review the packet. - cp


Description:
talked to mrs truillio and set up appointment for aaugust 23 to discuss credit union.  Call 8/21 to confirm. - cp


Description:
met with eileen tuillio.  She soulnded excited and was going to have Don Stewart the office administrator put the letter together.  The average age of the employees is 40 and the average income is 30k.  They have been in practice since 1979 .  The employees are paid biweekly on Wednesday and it is currently excetion but may switch to ach soon. - cp also gave william referral for 401k, eileen said for william to call don stewart. - cp


Description:
talked to don stewart the office manager and he wanted to survey the employees.  I have faxed him a survey. - cp


Description:
talked to don stewart and he said it was put on hold because of the "new Building"  that they are building and he said he would try to bring closure on this.  They are interested. - cp


Description:
I called for Don Stewart and he is out of the office until later this week.  I will try back later.-KM


Description:
I left a message for Don Stewart to return my call. This had been Cathy Powell's lead.- KM


Description:
Brooke Walsworth and I met with Don Stewart.  He is located in the Ardmore Optician's building on Maplewood, across from the medical office. He is the accountant of the firm. They are building a new office beside of AFCU's new office on Genia Dr.  He does not wish to use our e-file/excel spreadsheet for payroll.  They do not offer payroll deduction or direct deposit.  They may employ a payroll service in the future.-KM


Description:
I delivered a new SEG packet to Don and a letter of request to join AFCU for Dr. Trujillo to sign and send in.-KM


Description:
I called to ask for a copy of the letter of understanding.  I spoke with Eileen Trujillo who asked if we would send another copy of the letter.  She stated that they are in the process of moving and that she probably cannot locate the original letter.


Description:
Ana Larson and I conducted an enrollment and information session for the employees.  We saw 13 employees and received 12 completed new membership applications.


Description:
I stopped in to visit Don Stewart to deliver information packets that he requested, the holiday premium and to discuss a revisit.  I mentioned to him that I have called Eileen Trujillo on numerous occasions and had not received a response.  He stated that Mrs. Trujillo's mother is in the last stages of terminal cancer and she has spent a great deal of time away from the office with her mother.  He said that for the time being all mail should be directed to his attention.  He mentioned that they were looking for space near our new Administrative Building.  I asked for an opportunity to come back out and to be available to employees to talk about services and benefits available through AFCU.  He stated that he would need to run this by the owners and get back to me.


Description:
I called to follow up with Don Stewart about scheduling a re-enrollment.  I was told that Don comes into the office on Monday and Wednesday.


Description:
I called to talk with Don Steward on twice today.  I was able to talk with Don finally and he stated that he needs to talk with Eileen who will in turn talk to the doctor about allowing us to come back to their location.  He stated that Dr. Trujillo is very picky about pulling the staff away from work.  He stated that he will talk with Eileen on Friday and will get back to me by the first of next week.


Description:
I called to talk with Don to follow up on having a re-enrollement for the staff.  He stated that he would need to talk with Dr. Trujillo and that he would get back to me with the final word.


Description:
Don called to state that Dr. Trujillo has agreed to allow a second visit.  The date is Wednesday, February 27 from 11:30 p.m. to 1:30 p.m.   I told him that I would provide a fruit tray for the staff to enjoy.


Description:
Karen and I conducted a re-enrollment and information session for the staff.  We took a fruit tray from Fresh Market.  We received on completed new membership application, one Safe Passage referral, one Access Teen Account, and some employees wanted to talk about adding additional services such as MIA-24 and Homebanking.  We saw a total of 11 employees.


Description:
FC & I held an enrollment session for this group at their office located on Trenwest.-KM


Description:
Carole Mayberry attended the Annual Sponsor Company Luncheon.  She completed the annual sponsor company luncheon.


Description:
Company is across the street from Cres Tobacco.  The door of the building had Trim USA.  Left the packet for Rodney Ashby.  I had talked to Lisa but she had left for the day.  - cp


Description:
Rodney left me a message on voice mail that he would like to talk about the rcfcu.  He is out of the office today and will be back in on Monday.  Will follow up then.   I have also changed the name to trim usa.  - cp


Description:
talked with rodney and he is very interested and will be sending in the letter.  Had several questions.  Are we affiliated with rjr and are we insured. Answered both and seemed to be content.  -cp


Description:
talked with lona who works with rodney to disscuss factors to consider.  - cp


Description:
8/18/00 The sign-up is scheduled for Monday 9/11 teween 8:00 and 8: 30 am--the owner has ok'd them to sign up until 10:00 am.  We are to take pastries per Carol Knouse.-KM


Description:
9/10/00 Cathy Powell and I held the sign-up session for this company.-KM


Description:
participated in initial presentations for 19 people and 11 signed up. - cp


Description:
Mike Phipps and I conducted a calling officer call so that we could both meet Lonna.  We were able to talk with her and she seemed very enthusiastic about them having the benefit of the credit union available to the employees.  She was very gracious.  We asked to meet Rodney, but he was in a meeting.  We did leave doughnuts for the staff.


Description:
Mike left the holiday premium for Rodney.


Description:
I stopped by to visit Lonna Miller and to drop off the holiday premium.  Lonna informed me that the company has opened a new warehouse in Pittsburgh with five new employees.  These employees are paid from the facility here and would be eligible for membership.  I asked her to provide me with their names and addresses so that I could mail information to them about AFCU.  She stated that she will email me a listing of names.  The number of local employees has not changed.


Description:
I called Lonna to ask again for the names and addresses of the employees who are out of state.  She stated that she will email the information.


Description:
I received the email from Lonna with the names and addresses of the out of state employees.


Description:
I mailed a letter and a membership packet to the five employees who are located in Pennsylvania and Ohio.  I marked the envelope with a message stating that this is a benefit offered by Trim U.S.A.


Description:
Enrollment (08-26-2003) I saw 11 employees(3- current members)with the following results:3 new members,2checking accounts,several car loans ref.


Description:
SENT LETTER TO BOYD GRIER TO ADVISE THAT THE UNION EMPLOYEES AT VP WERE GOING TO THE BOARD MAY 22 FOR APPROVAL FOR MEMBERSHIP.


Description:
SENT POSTER TO BOYD TO POST ADVERTISING EXTENDED HOURS AT K-VILLE ON 5-24-01 FOR THE HOURS OF 9:00-8:00.


Description:
I called to talk with Donna Shelton who has replaced Boyd Grier.  I was told by Kara Johnson that Donna is on vacation all week.  I told Kara that I would drop off new membership packets on Thursday, February 28th.


Description:
I stopped by to deliver the holiday premium and ten membership packets that were requested by Donna Shelton.  Donna has replaced Boyd Grier as our representative.  Boyd is no longer with the company.  Donna was on vacation and she had informed Kara Johnson that I would be stopping by with the packets.  I talked with Kara at length about AFCU.  She is not yet a member and had several questions about the services and benefits that are available through the credit union.


Description:
I called Donna Shelton to confirm our luncheon appointment for 12:00 noon.  I left a message on her voice mail.  

Donna returned my call and stated that she would not be able to meet me for lunch due to the fact that she was late getting to work because of a sick child.  She asked if we could reschedule the date after April 2nd.  She is in the midst of completing a major project and it will be complete by that date.


Description:
I cakked Donna to reschedule the luncheon that was cancelled.  I left a message on voicemail.


Description:
I talked with Donna Shelton to confirm our luncheon appointment for today.  Donna stated that her day was not going well and that we need to reschedule.  She asked that I come visit and go over the materials in the office.  It appears that it is very difficult for her to get out of the office.


Description:
I was able to talk with Donna Shelton on Monday and schedule an appointment to come out and visit her to go over the services and benefits that are available through AFCU.  The appointment is scheduled for Thursday, July 25th at 10:00 a.m.   

I called Donna today to ask if it would be possible to reschedule our appointment.  We agreed on Thursday July 25th at 2:30 p.m.


Description:
I met with Donna Shelton the Human Resources Specialist.  Donna has been with VP for 17 years and she has taken on the duties of Boyd Greer as well as maintaining her role in HR.  She stated that they currently have 300 employees.  She stated that the Bankruptcy Court allowed this division to be sold to the Emsa Group.  They are headquartered out of Memphis.  This office is managed by a Leadership Team.  They meet to discuss the activities of the facility.  She will talk with the team about having an information and enrollment session for the staff.  I offered to make the initial enrollment deposit to her account.  She stated that she really needed to talk with her husband Dave about it before she opens a new account.  She was very open and receptive to the services and benefits that are available through Allegacy.  I do feel that she will join.  She has promised to call me once the Leadership team meets with information regarding a reenrollment.


Description:
Left a message for Donna about an enrollment(03-31-2003)


Description:
I tolk to Donna Shelton about an enrollment,send fax"PRODUCTS AND SERVICES".She will call me back about day and time.


Description:
New an enrollment will be held on July,16 at 8:30


Description:
Enrollment at Kernersville offis.We saw 37 employees(10- current members) with the following results:13 new  members,7 checking accounts,6 payroll ded,3 direct deposits,2 Holiday  Clubs,4 car loans appl,3 visa appl,several Safe Passage ref.


Description:
Karen and I conducted an information and enrollment session for the third shift employees.  We saw 20 employees.  We received four completed new membership applications.  We did see one former RJR employee who had been recoded to reflect that she is now employed by Adele Knits.  We did conduct a drawing for an AFCU golf umbrella.


Description:
FC & I held a sign-up session for this group. It resulted in being a presentation session. 27 employees attended.-KM


Description:
A second sign-up session was held by FC & me.  This again allowed time for the presentation more than anything else. One out 17 in attendance turned in an application. Courtney Chandler in our Mmeber Call Center assisted us.-KM


Description:
FC & I held a sign-up session at 11:00 pm for those who work on 3rd shift. We received 5 apps out of 20 people seen. This was primarily a presentation session.-KM


Description:
Left message for Laura Harrell(02-28-2003) and (03-27-2003).


Description:
CALLED AND LEFT A VOICEMAIL ON MATILDA'S PHONE TO SEE ABOUT AN ENROLLMENT SESSION FOR HER STAFF.


Description:
I delivered the paycheck stuffers and the posters to Tom Mylet.  Tom stated that paychecks are stuffed in NJ on Tuesday and that he would have time to check the stuffers to NJ for next week's paychecks.  The posters will be placed in the office here.  I also talked with Tom about becoming a member of AFCU.  I told him that we would make the initial deposit to open his account.  I did receive his completed membership application.  He stated that he will bring the mailings that he receives into the office to share with the other employees.


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

Tom Mylet stated that he is receptive to a Credit Union Day event and to onsite visits either monthly or guarterly.


Description:
I met with Tom Mylet to give him the hoilday premium and to talk with him re: our new building on Westbrook Plaza and the SEG luncheon.-KM


Description:
Jaime Joyner and Laura Swaim attended the Annual Sponsor Company Luncheon.  They both completed a copy of the sponsor company survey.


Description:
I called to talk with Jaime Joyner about providing them with a payroll stuffer for the employees.  She stated that the employees are paid weekly and that she thought that would be a good way to get the word out to the employees about the benefits of membership with Allegacy.  She stated that she is the recruiter for the Personal Care group which has approximately 200 employees and Laura Swaim is the recruiter for the Winston Salem skilled group which has about 150 employees.  She stated that if we could get the stuffers to them by Tuesday they would have time to place them in the employees pay envelopes which are available for pickup after 2:00 p.m. on Wednesday of each week.  

I asked about the employee picnic.  She stated that it is a regional event and includes employees from other areas such as Caswell, Rowan, Greensboro, and Raleigh offices to name a few.  These employees would not be eligible for membership in AFCU.  This year's picnic will be held in Greensboro at Emerald Pointe.


Description:
Visit  Jaime Joyner. I delivered the gift for he and we are tolked about an enrollment on 27th of February. At 10 am..I delivered the posters to Jaime and she will put them  to the emp.paychecks(02-05-03)


Description:
I call to Jamie Joyner about lunch on February 12  at ''Fridays''.I will met her at 1pm-- we are will tolk about meting on 02-27-2003


Description:
I had lunch with Jamie Joyner.I told her about  Products and Services.She was very interesting auto loans and Mortgages. She was surprised about benefits of AFCU MORTGAGE  program, I will call her befor  an enrollment. It was very successful miting!


Description:
Due to weather, enrollment was canceled. I tolkd to Jami and we rescheduled for March, 13


Description:
Left message for Jaime about an enrollment on March,13,2003.


Description:
An enrollment at Charlois B-d.   I sow 13 employees(3-current members) with the following results:9 new members,3 ckecking accounts,2 Blast Off ! Kid's Clubs,2 Visa appl, 2 cars loans,3 mortgage refl. I wiil go to diferent offis for enrollment next month.


Description:
The second office will be moving to Westbrook Plaza in May. I already spoke with  the SEG representutive-- Lora Swam(723-3992) and the Westbrook Plaza branch will begood location.I will attend the enrollment at the end of May


Description:
talked with Jaime.  Her son is on my son's baseball team. We talked about Bayada and trying to determine ways to get more memberships. The traveling nurses that may work part time are a challenge.


Description:
New address for Westbrook offis: 1605 Westbrook Plaza, swet 102, W-S,NC 27103           ph#723-3992-- new HR rep.-Loura.  I tolked with Loura on May,7th about an enrollment.She call me today and I will go on June12 for enrollment from 8-2 pm.


Description:
Enrollment at Westbrook Plaza locations.I sow 10 employees(3-current members) with the following results:5 new members,3 checking accounts,2direct deposits,3 payroll ded,2fer Saffe Passage,3 cars ref.


Description:
Emailed information relative to AFCU's handbook article to this group as they had responded on the SEG Luncheon survey that they would include our information in their employee handbook.


Description:
3/9/00 I called the office to see if they belong to a CU. Susie Campbell called back.  Scott Bengle, the CFO,  will call me back if interested.  If no reply I will call by 3/15.-KM.

3/15/00 Called the WS office and they transferred me to the Charlotte office Scott was not in the office.  I left a v. mail for Susie to call me back.-KM.

3/16/00 Susie Campbell said that Scott Hansen is not interested in having Shelco join RCFCU now.  From previous notes, one of Shelco's managers/owners is the son-in-law of Ed Crutchfield-the current CEO of FUNB. I called Susie back and left a voice mail thanking her for her time and asked that she keep our name and my number handy if they should reconsider.-KM.


Description:
On Friday, June 21, Bud Palmer, VP, visited our office with a number of Shelco employees to discuss the proposed Clemmons office. Mr. Palmer asked why his employees were not affiliated with AFCU. He suggested we call Susie Campbell which I did today. She asked that I mail her a package of materials to discuss and then we could meet in person to review the affiliation. This company currently has 260 employees in 6 offices located in NC & SC. Package mailed today.


Description:
Called Suzie Campbell who said that she was much too busy to consider this now. It has never been of primary concern to her but she has put this on her plate for a future project. She does not need more informaiton and will call me if there is further consideration. I will mark as Lost.


Description:
3/9/00 L/M on Beth's voice mail. Will follow up in 2 weeks if no reply. Need to verify info on profile, # employees, etc.. KM
3/10/00 Beth Binkley left me a v. mail & asked that I send some literature on RCFCU. This is something they may be interested in.  When I called back to let her know I would be mailing a package out-I got her v. mail.  When I follow up I will ask about # of employees and verify if they're already with a CU.
3/22/00 Beth had called with a few questions.  She said that the company is Beers of Winston-Salem.  The parent company is Beers of Georgia which is owned by SANSKA(spelling?)-a Swiss company.  She also said that the co. will be hiring 50 more people this year. She needs to discuss this further with the owner next week and she will call me back.  I would like to find out more about the number of employees in 
GA & offer that we become their CU as well.  She wants a package sent to her husband.  He owns an electrical company and employs 15 people.  She advised me of the name & address for BEC Binkley Electric Co.-see the directory.-KM
4/3/00 Beth Binkley said that they will be forwarding a letter of request to join RCFCU. Per Carol Knouse they need to state within the letter the reason they do not/will not have a credit union.  I called back to leave a message about this matter.-KM.
4/10/00 I called Beth Binkley to advise her that certain wording in the letter of request to join RCFCU is needed as they have over 200 employees.  I faxed her some reference phrases to review.  If letter not received by 4/17 I will follow up.-KM
4/17/00 I called Beth Binkley re: the letter of request to join RCFCU and she has not had a chance to have it signed and forwarded.  She plans on sending it in by the week of 4/24.-KM
5/8/00 I left a v.mail for Beth Binkley to call me.  Will follow up in a week.-KM


Description:
10/2/00 After many unreturned calls,I went to Beers Construction.  I met with Beth Binkley.  She said that the CEO is away.  However, they are tentatively agreeing to have us handle the sign up on November 14th.  This will be a staff meeting for their company.  It will begin at 3:00 pm and the owner prefers to include dinner for the staff.  It will be held at the Comfort Inn Hotel on Akron Drive.  The company itself is located at 175 Sunnynoll Ct off of Polo Road.  The meeting may have 100 people in attendance.  The supervisors and home office staff will be there  We will need to have packets for the site supervisors to distribute to the employees who work in the field.  Beth is to furnish this information for us.  Also, she commented that the CEO constantly has her searching for the highest certificate rates.  She had asked several months ago whether the company could have a one million dollar certificate.  She will confirm the sign-up meeting later.-KM


Description:
11/14/00 We had planned to go to their staff meeting this afternoon.  We will not be attending it for sign-up purposes.  Beth called to say that she thought that she was to confirm when we were to meet with them and that we would need to cancel today's plans.  I called her to confirm that we had and also, that we would still like to hold a sign-up session. I did advise her that it may be the first quarter of 2001 before we will be able to meet with them.  I did advise her that if the employees want to go ahead and sign up at a branch-they can.KM


Description:
3/10/00 Set appt with Allen Garner for 3/15 at 9:30ish.
3/15/00 Met with Allen Garner.  He is interested.  Will survey the staff. I will follow up 3/24.-KM
4/3/00 I left a message for Mr. Garner to return my call.-KM.
4/10/00 I spoke with Mr. Garner.  This agency is writing the insurance for The Bank of Davie.  They do not fee that the timing is good right now.  Call back in 2 months. The agency's owner and the staff members are interested.-KM


Description:
3/10/00 Randall James was out of the office today.  I left a v. mail that I will deliver an information package for him on the 15th.
3/17/00 I made a cold call & met with Randall James.  Left packet with him , employee survey & pen, & did written follow up 3/17/00.  Will follow up in 2 weeks.-KM
4/3/00 Randall James the Pro said that this golf course is owned by a larger company and he has forwarded the information to them.  Check back in 1 month.-KM


Description:
7/7/00 I left a message for Randall James to contact me.-KM


Description:
7/28/00 I left another message for Randall James to call me.-KM


Description:
8/21/00 Carol Knouse, Pat Payne and Cathy Pace met today.  Subsequently, since this company has not replied to our offer to join RCFCU, the file is being marked as a lost account.-KM


Description:
I talked with someone in HR who was not interested at all.  She said that they are union and that if we wanted to check on this further, we would need to call the Teamster Local 391.  I am not pursuing this.-KM


Description:
Left Message on 3-6-00.
Left Message on 3-9-00
Left Message on 3-10-00
No answer.  Will follow later.


Description:
3/13/00 Mr. Williford said they had been doing a lot of research on Credit Unions.  Of the 2700 employees most are in GA, NC, & SC.  They have direct deposit through Wachovia.  Mailed a SEG packet.  Will follow up in 2 weeks.
4/3/00 I spoke with Mr. Wiliford.  He used to live in Kernersville and is familiar with RCFCU and knows the advantages of credit unions. Nothing has been decided and it did not sound as if anything would be anytime soon.  He had received the package.  He needs to be contacted in 3 months.-KM


Description:
7/31/00 I left a v. mail for Mr. Williford to please call me back.-KM


Description:
7/31/00 I talked with Charles Williford.  He said that senior management is not interested in affiliating with a credit union.  Several of the senior managers have ties to the bigger banks and do not wish to pursue our offer. I am marking this as "lost".-KM


Description:
I called Albert Hairston of RJR Facilities to find out the name of the person who is responsible for the Aramark employees within the RJR facilities.  I left a message, Albert was not available.


Description:
Albert Hairston returned my call and gave me the name of the District Manager for Aramark, Harrel Parrish.  He is located at Building 91-2 and his extension is 5475.


Description:
I called Harrel Parrish and talked with him about the benefit of a credit union for the Aramark employees who work on site at RJR.  He was interested and I did send him a sponsor company package to review.  He stated that they have approximately 150,000 employees worldwide and the home office is based in Philadelphia.


Description:
I called Karen Mickey of the Aramark Sports Entertainment office located at the LJVM Annex.  The purpose of the call was to verify the payroll location for these employees.  These employees are currently paid out of NY.  The payroll will be shifted to PA later this year.  Once this takes place these employees will be eligible for membership in RCFCU.  Karen gave me the name of the Regional Vice President who is Dan Regan who is located at Turner Field.  His number is 800-999-8989 extension 3407.


Description:
I called David Taylor of Aramark Food Services located at Wake Forest University to verify the payroll location of the employees at that venue.  David is in catering and was not available.  I left a message for him ot return my call.


Description:
Carol, Karen and I attended the new member signup that was held at the Tobaccoville Plant.  We saw 23 employees and nine completed membership applications.  We did conduct an employee drawing for $50.00.


Description:
participated in the aramark t'ville location sign up say 5 and 1 signed up.  - cp


Description:
Karen and I conducted the employee signup for the employees at the Whitaker Park plant location.  Seven of the nine employees completed membership applications.


Description:
Karen and I conducted the employee signup for the employees located at Research and Development.  We saw 21 employees and 12 completed membership applications.  The applications were taken to the Whitaker Park Branch for the accounts to be opened.


Description:
I once again attempted to contact Jay Warren who is the HR Director of Food Services for Aramark at WFU.  This group of employees may also be eligible for membership in RCFCU.  His phone number is 758-5157.


Description:
I left another voice mail for Gary Chrysel to call me.-KM


Description:
I talked with Gary Chrysel.  The company has changed their health insurance this year and their PSP. They do not want one more benefit to add or involve enrollments for. If it is considered it would be for year 2002.  He said that they are swamped but that I could check back in the fall.-KM


Description:
Jeff called in for membership for himself.  He talked to frances and I.  After finding out information I realized he was having cash flow problems and need a loan for the company.  The average age of the employees is 30 and the average income is 25-35k.  He said january or february for approval was to late.  Interesested but with cash flow problems we may want to pass.  Has been in business for 3 years. - cp


Description:
The charter amendment addresses Greensboro and Winston-Salem employees and does not address Charlotte employees of this company.  There may be an additional opportunity for the Raleigh/Fayetville/Wilmington offices too.-KM


Description:
I left a voice mail for Karen Corr to call me to let me know when she will be in Greensboro as I will treat her to lunch to go over our products and services, etc.  My objective is to find out whether the Charlotte metro office would like to affiliate with AFCU-the Winston-Salem and Greensboro offices have!  I also want to find out about the Raleigh/Fayetville office.-KM


Description:
Brooke Walsworth and I lunched with Karen Corr today.  She seems very interested in having the Charlotte office affiliate with AFCU.  She said that IKON is a worldwide company and that there are 40000(forty thousand) employees.  They are hq'd in Philadelphia but are regionalized and have regional presidents. Depending on NCUA guidelines, there may be an opportunity to add the whole company to our field of membership. For now, we are trying to add the Charlotte location.  We may need to have Karen edit the letter of request to join so that all of the employees in the Western section of our state can join.  She will furnish HR information-names and numbers-of contacts for the Raleigh office and the South Carolina offices.  The latter will be referred to Will Ragsdale.-KM


Description:
Will Ragsdale will call on this company in Charlotte during the week of 3/12.  Carol Knouse learned that the Raleigh Ikon office affiliated with Coastal.-KM


Description:
I asked Ana Larson whether Will Ragsdale would be here next week.  She said that he had called today to ask for their phone number in order to make an appointment with them. -KM


Description:
I left a message for Sonya Usher of HR that we would like to schedule an enrollment for Ikon Charlotte during the third week of June.  I asked that she call me back regarding this.-KM


Description:
I called Sonya again to ask for a specific time and date for the on site enrollment.-KM


Description:
Talked with Stephanie Hall-Smith. The new HR contact person is Rani Lange. Her extension is 6406. Stephanie is also new to company. She gave me email address and asked me to send her a credit union information packet. She is new to the area and would like to start financial services.


Description:
Emailed welcome letter for staff. Stephanie Hall-Smith is going to email to approx 700-800 employees. She asked that we bring about 50 packets for employees if they are interested. The letter included call center contact information. Bringing packets to Stephanie on Monday 1-6-03


Description:
Met with Stephanie and gave her 50 packets. She is new to her job, She moved here from Maryland and has 4 children. Two 14 year old boys, an 11 year old boy with cp and a 6 year old daughter. She is going to take our letter to a meeting next week for the Charlotte area managers to get approval to do a blast email to all Charlotte Ikon employees. She will notify me when the email goes out. She stated that all employees are located at different locations and this would be the best way to communicate credit union benefits. All of their benefits are outsourced and they want the employees to contact us directly. We discussed the 800 number for the call center staff to accomodate their needs. I asked her about her personal membership account and we discussed products and services. It took me 11 minutes to get to this lcoaiton from the financial center.


Description:
sent an email to stephanie to see what the management team said. I wanted to see if the email of our letter inviting them to join was mailed out yet.


Description:
She responded by email to tell me that she is still waiting on Corporate approval . She said once she had approval she will send out letter introducing AFCU and our contact information.


Description:
sent another email to stephanie since it has been one month from our previous conversation.


Description:
Received an email from Stephanie. She said that the mailing was approved by management and went out on March 3rd. She said she has had employees come to her to request information packets. She also told me they do not do a benefit fair for their employees because all benefits are outsourced.


Description:
Called and spoke to Rani. I told her that we had some of their employees come into the financial center and they told us they received the mailing. I told her we appreciated what they did and that we will keep them updated with current information on the credit union.


Description:
F/UP ON QUESTIONS, SUPPLIES-NONEB AT THIS TIME IS NEEDED. THANKED ME FOR CALLING


Description:
I stopped in to visit Cathy Marks and to deliver the holiday premium.  Cathy stated that 2002 was a very difficult year for their company.  They were forced to reduce headcount by three employees as a cost cutting measure.  They currently employ nine people.


Description:
I called Cathy to ask her to participate with a representative of ADP in providing information relative to automatic payroll deduction/direct deposit processing. Cathy said that the company was undergoing severe financial distress and that the owner, Steve Mason, had told her that they could not accept any additonal expenses. Cathy does all office work, including handling their payroll. She has been with the company since mid-1995 and has never seen their company struggle in such dire straits. I will mail her a small premium just for discussing with me.


Description:
Emailed AFCU's handbook information to Cathy as she had responded on the SEG Luncheon survey that she would include our information.


Description:
I delivered 50 new membership packets per Karen's phone request to Cathy Pace on 5-9-00.


Description:
Lisa Southard and I stopped in for a Calling Officer visit.  We talked with Lisa Atwood who is replacing Kim Phillips, she stated that everything seems to be going okay at this time.


Description:
Lisa called Karen Caines to see if she needs membership packets.  Lisa left a message.

08/27/00  Lisa called Karen again.

08/30/00  Lisa left a message on voice mail.


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


Description:
I delivered 50 new membership applications to Karen Caines.


Description:
I called to talk with Karen Caines to arrange an onsite visit or to get input from her on how we might be able to encourage more of their employees to utilize the benefit of membership in AFCU.  I left a detailed message on voicemail requesting her imput.


Description:
I stopped in to deliver the holiday premium.  Karen was out of the office.  I left the gift with the receptionist.


Description:
I called Karen Caines and left a message that we would like to meet with their staff.  I asked that she call me back on 4/29.-KM


Description:
Received a call from Karen Caines who requested 25 to 50 information packages. She said that Frances typically brings her 50 but we have a short supply and very few available.
Will deliver.


Description:
Visited with Karen Caines, HR Recruiting Mgr. She will work with me to identify members who work at Goodwill. She is interested in the level of participation from her company. She also wants us to do an enrollment, probably late in the year or early next year. Today I faxed a listing of members we show as being employed at Goodwill.


Description:
Called Karen Caines to discuss the possibility of ADP visiting with them to begin providing payroll processing. Karen switched me to Sandra Douglas, Payroll Supervisor, who said that they have already spoken with ADP and decided to process through their bank,CCB. I learned in our Support Services area that their direct deposit is already processed automatically but that they have 2 payroll deduction files that are processed as exception payrolls. Angie may speak with Sherry Antone about calling Sandra to see if they will process payroll deductions automatically.
Karen said that she is trying to find a time when we can visit with her employees.


Description:
Received a call from Karen Caines who requested an enrollment event on May 8. They have a facilities meeting at 8:00 that morning and she will announce that we will be in the cafeteria during lunch.


Description:
Enrollment at Goodwill: I and Meral sow 14 employees( 5-current members) with the following results:5 new members,2 checking accounts,2 Holiday Clubs,1Youth acct,5payroll ded,3 direct deposits,2cars ref.


Description:
I talked with Susan Crump and told her that we would donate one carton of popcorn for the golf tournament to be held on May 4th.

I dropped off the carton of popcorn.


Description:
Amanda Hoppers and I dropped by on our way to visit the staff at Mental Health of Forsyth.  I asked Susan Crump about the Dick Gooley golf tournament.  She stated that it was a huge success.  They had 40 four man teams.  They partnered with the North Carolina National Guard, who provided them with a great deal of support.


Description:
Lisa Southard and I stopped in during Calling Officer visits.  We talked with Susan Crump and she asked if we could donate items for the Dick Gooley Golf Tournament.


Description:
I delivered ten membership packets to Eileen Barkley of Mental Health.  She will forward them to Judy Hoag.  They share group space under the auspices of Mental Health Associates of Forsyth.  I


Description:
I conducted an employee signup for the staff at the Kate B. Reynolds Hospice Home.  The home is located on Hospice Lane off Bolton Street.  The street is on the right after passing Bolton Park.  I saw four employees, two are already members, I received one new member application.   The other employee wanted to take the information home to discuss with her husband.


Description:
Spoke with Tom Norman. Agrees that it is time to add the credit union to their benefit package. He wants me to meet with him and with Wendy Ruiter, HR on Thursday, Jan. 25. He has 26 employees and is adding 6 more next week.


Description:
Spoke with Wendy and with Tom. Will meet with them today at 3:00.  Wendy is a member at Truliant FCU.


Description:
Met with Tom Norman and Wendy Ruiter. Discussed services and gathered information regarding this company. All but 3 employees are on direct deposit. Will ask employees if they would participate and let me know. Explained the timeline for approval.  Ave. age is 35-40 and ave. income is $35,000. Minimum starting pay is $10.05 per hour. They feel participation would be higher if we had a local branch. Don't feel that their employees would apply for loans over the phone but want face to face contact. I will send a survey for them to use. New plant in 2000 with sales of 15 million. Expect 2001 sales to be closer to 70 million.


Description:
Spoke with Wendy who has scheduled a meeting for March 5 where she will have employees decide if there is enough interest in affiliating with AFCU. She has the survey and will compile the results by the date of her meeting.


Description:
Received a call from Wendy who said they would be joining but that their name changed on Tuesday, Mar. 6. She is waiting for word as to how to use the new name in her request.


Description:
Called Wendy Ruiter and thanked her for the letter. Their May training date is Monday, May 14.She wants us there from 12:00 until 1:00 to meet with those interested in joining.


Description:
Received a call from Wendy. She has had 15 register for the credit union enrollment to be held on Monday, May 14.


Description:
Called Wendy and confirmed our meeting on May 14 with her employees. We will provide premiums for those we see and will have a drawing for a $50.00 gift certificate.


Description:
Carol Knouse and I held a sign-up session for this group.  We received 15 apps out of 16 seen.-KM


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

Wendy Ruiter stated that she is not receptive to a Credit Union Day event, but that she is open to on-site visits twice a year and that there is an opportunity to for our representative to provide information at the new employee orientations.


Description:
Enrolled two additional members from this group and answered questions from two employees who are already AFCU members. Wendy will have me back around December.


Description:
Met with Wendy Reiter. Delivered Holiday premium. Verified # of employees. Dynea laid off 5 workers in November. Since Jan. 2 employees have not had a day off. Very busy now. Tom Norman retired. New comptroller is Krista Matthews, Came from Billings Freight/Turlington CPAs. Local lady. Wendy wants us to come back in the summer. Proud of her participation. Over 1/2 are now members.


Description:
8/10/00 I met with Jessica Baker 8/4. I left a packet with her.  Her managers are due in from Raleigh.  She is interested in the offer to join.  She will let me know their decision. I sent a follow up letter to Jessica.They will be hiring 3 more people. This company is a lab tech. outsource for RJRT. They are physically located in building 630-2 on Shorefair Drive.-KM


Description:
Ana and I conducted the employee presentation and signup for the staff.  We received 3 completed applications from the 15 employees that we saw.  The applications were taken to the Whitaker Park Branch for the accounts to be opened.


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


Description:
6/5/00 Bart Tiffany asked that I mail the package to him.  He will discuss this with management and advise us whether they wish to join.-KM


Description:
7/6/00 I talked with Bart Tiffany.  He is comparing us to Truliant.  I offered to furnish additional information if needed. He requested that I check back with him. -KM


Description:
8/15/00 I checked in with Bart Tiffany.  He has not had a chance to look at the information.  He is involved with the company's year end accounting.  He is agreeable to having me call him back mid-October.  I prefer to meet with him regarding having the company join RCFCU.-KM


Description:
12/4/00 Bart Tiffany said that there is a split decision.  Management as well as staff are evenly split between wanting to affiliate with RCFCU and Truliant.  So, they want to be served by both.  I explained the role of NCUA to him and that if there were not distinct advantages to having an overlap that it may not be granted.  He wants to directly contact NCUA to find out whether they can be dually served.  I explained the chain of command and doing things in accordance with NCUA's procedures.  He still wants to cut out the red tape to get an answer promptly.  I am researching this for him.
Jim Phillips said for a group of 125 that they could have an overlap.  I suggested, per Carol, that they affiliate with us first as we would okay an overlap.-KM


Description:
I talked with Bart Tiffany.  He said that took a lot of things into consideration.  They selected Truliant since they have more branches in Guilford County.-KM


Description:
6/6/00 I spoke with the receptionist.  She advised that they are part of Wake Forest University and are affiliated with Summit CU.-KM


Description:
6/6/00 I sent a package to Mr. Ferrell. -KM


Description:
7/5/00 I called Mr. Ferrell-asked that he call me back.-KM


Description:
8/4/00 Graham Ferrell said that they are not interested.  I advised him to call me if he changes his mind.-KM


Description:
Called Laura to talk about the credit union as a benefit for banner pharmacaps.  Laura was the contact for pepsi years ago. 8/15 left message on voice mail for laura. - cp 8/15 banner is part of truliant and has 1500 employees worldwide. - cp


Description:
6/6/00 I sent Janie Frye a package. I will follow up in a few weeks.  She wants to review package with her staff.-KM


Description:
7/7/00 I left a v. mail for Janie Frye.  She is out of office.  I asked that she call back re: status of joining RCFCU.-KM


Description:
10/3/00 I talked with Janie Frye.  She said that they do not want to join. I tried to find out why.  She said that they belonged to other credit unions. Also, she said that "he "is a dinosaur-she does not like a place (our CU) where you can not get your cancelled checks back-or if you do it is at a cost. I had not discussed this point with her-so I do not know how she came up with this.  This is a small group.  I am marking this as lost for now and advised her that if they change their minds-to let us know.-KM


Description:
6/6/00 I called the Winston-Salem office first and spoke with a lady named Denise.  She said they have offices in Huntersville, NC with about 10 employees and the local office in WS has 7 or 8.  The office in Richardson, TX is served by a CU in Texas.  According to Carol, the HR Manager, neither the Huntersville or WS offices are served by a CU.   A package was sent to Carol.  The  local office's address is 101 N Chestnut St, WS, NC 27103. Their local number is 726-2950.-KM


Description:
7/3/00 Incoming call from Christy Haddoway of their HR department.  She wanted all of the NC employees to be covered by our CU.  I consulted with Carol Knouse.  In accordance with NCUA- we can offer membership to those who work in or are paid from Winston-Salem.  I relayed this to Christy. We may be able to add the Huntersville group later.  There are presently 12 employees there.  There are 8 in WS and 2 sales reps for NC.  Christy asked if the TX employees could join.  They have a total of 306 employees in 48 states.  I advised her they would be unable to join RCFCU.  She will forward the letter of request to join RCFCU next week.-KM


Description:
9/8/00 Carol Schortmann called in with some data for the "factors to consider" form.  She also said that we are to call her directly after approval to arrange the sign-up session for the office in WS.  We are not to call the WS office first.  The same goes for the Charlotte office once we open our branch there-we are to communicate with Carol first.-KM


Description:
10/20/00 I handled a sign-up session.  Three of the five attendees signed up with RCFCU. There is vagueness about direct deposit and payroll deduction. None of the three who signed up indicated that they wanted either.  I have communicated with their payroll rep, Kathy Webster, to call Angie Mehaffey if there are questions and vice versa. I left packets for those who were unable to attend the sign-up.-KM


Description:
I delivered a holiday premium to Denise Robertson.-KM


Description:
Denise Robertson and I talked today.  We reviewed who had signed up.  These accounts were on FOCUS and updated with the correct member type code. She said that they do not need for us to come back. I advised her that I would continue to check with her re: new hires, etc..  As we want them to know about our products and services too.  I stressed the convenience of our Federal Building financial center.-KM


Description:
I called Denise Robertson of Orthofix to ask about how we could increase participation. To the contray she said that she incurred a $5.00 inactivity fee and wished to close her account.  I mentioned on this call and the previous call that she could have access to low rates on vehicles and mortgages, etc.  She still insisted that she wanted to close her account. There will be no accounts and there is no interest in a relationship with AFCU.-KM


Description:
I called Sheri to ask about how we could increase participation.She sad that company have olraedy 2 financial institutios(bank and credit union).There will be no interest in relationship with AFCU.


Description:
6/6/00 Ed Cunnings is the President of the Homeowner's Association, Stratford Manor. He said that their next meeting is the weekend of July 4th.  I sent a package to him and will check back mid-July.  He noted that the location of the branches is very convenient to the neighborhood.-KM


Description:
called because they are on the same road as hutchinson-allgood off union cross.  The facility is very large. Called an left a voice mail message . - cp


Description:
made cold call to the company since no return call.  The receptionist said I was trying to get the wrong person and needed the cfo mike myers.  She aslo said she was a member of rcfcu and did not think that they have a credit union.  Will follow up. - cp


Description:
talked to mike myers.  Not that interested.  He has introduced a package to employees from a bank in Walburg.  There was no interest.  He does not think they would be interested.  I said I would send him the survey for him to look at and I would touch base with him in 2 weeks. The company has 1700 employees worldwide and this facility is for matress ticking.- cp


Description:
sent emplouyee survey.  Will forllow up in two weeks - cp


Description:
70 employees in k'ville facility and 1700 world wide.  Headquartered in belgum.  K'ville facility makes mattress ticking. - cp


Description:
talked with mike and he had talked with other people at the plant.  It is not something they are interested in at this time.  He did say that we can check back with him in 6 months.  Although I am moving this to the lost file. - cp


Description:
6/6/00 Dot Wilson advised that I could mail a package to her in regards to the store in Clemmons.  Their credit union for HQ and other locations is Direct Federal.-KM


Description:
6/8/00 I called Ms. Sisk the last week of May.  She advised that all Noland locations are served by Langley CU.Ms. Sisk was contacted at 757-928-9000.-KM


Description:
6/8/00 The office manager does not think they would be interested in joining.  She will call me back if she finds out otherwise.-KM


Description:
6/8/00 Kaye Cooper is getting ready to open another location and is quite busy.  I sent a package and will follow up in 1 month.-KM

Company:
Clemmons Village Assisted Living Community


Description:
8/7/00 Kaye Cooper said that they are not going to pursue this at this time.  I advised her that if they wish to do so in the future to contact us.  I am marking this as a lost file.-KM


Description:
6/8/00 I sent a package to Allene Romano.  She will refer it to the CFO.  She said it would be unlikely-as it would take time.  A third party does process their payroll.  She does not seem to be receptive.  She said anything of this nature would take time.-KM


Description:
7/5/00 I called Allene Romano.  She has the package.  She has not referred it to anyone yet.  She said that it is not a priority as they have a lot going on right now.  I advised that I would check with her in a month.-KM


Description:
Called Ilene Romano at the suggestion of Sharon Carter at Canady, Thornton. See notes in that SEG MRG company to get details of call. Still consider this a LOST Account.


Description:
Left a message for Sandy about new product and servises and an enrollment (07-28-2003)


Description:
Karen Shermer called and requested eleven extra posters announcing the Eagle Checking Program.  These additional posters would be distributed to the other local branches of the YMCA in the Metrol System.  I talked with Keri and she stated that she will see if she can locate additional copies and get them to me to forward to Karen.


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


Description:
I talked with Karen Shermer and she informed me that a new CEO was named on February 18th.  She knows that his first name is Tom.  She has not met him but he will begin the job effective April 1st.  Currently Brian Cormier is still filling that role.  She stated that she is fine currently on new member packets.


Description:
I stopped in to deliver the holiday premium and to talk with Karen.  Karen was out of work with the flu.  I left her gift and my new business card.


Description:
I talked with Karen Shermer of the YMCA and asked if she is in need of new membership packets for the staff.  She stated that they indeed do need 50 packets by Tuesday, June 25th, for new employee orientation.


Description:
I stopped in to drop off 50 new membership packets that had been requested by Karen Shermer.  I also gave Karen one of the premiums that were given out at the sponsor company luncheon.  Karen still has not joined AFCU.  She lives in Reidsville and does not feel that she would benefit by moving her account from Wachovia.  She has had this account since she was 16 years old.


Description:
Planned an enrollment event for about 25 people to be held on Weds. Dec. 18 from 10:00 am until 2:00 pm. Mailed poster to Julia today.

THIS MEMO BELONGS TO YWCA.


Description:
I visit Mis. Brawn and tolkd abaut Allegacy benefits.I delivered 50 new packets, she will call me about time for an enrollment.


Description:
Enrollment at Winston-Salem.I  saw 20 employees.(5-current members) with the following results:12 new members,4 ck acct,2 payroll deductions,3 direct deposits,2 kids clubs,4 cars ref,3 visa appl.


Description:
Tolk to Laure Russell Kernersville about an enrollment. I will goin May,21 at 9 am.


Description:
Left a message for Dana at Clemmons location about an enrollment.(Ph#712-2000)


Description:
Left a message for Lam Buter at Clemmons branch about an enrollment..She call me back about an enrollment in September,2003!!!


Description:
Enrollment at Kernersville offis.I sow 15 employees(4-current members) with the following results:7 new members,3 checking accounts,2 Holiday Clubs.3 cars ref, 5 payroll ded,3 direct deposits,several mortgages.


Description:
Left a message for Clemmons YMCA about an enrollment in September.


Description:
Left a nessage for Mocksville offis about an enrollment.


Description:
Carol and David attend West Forsyth YMCA with an enrollment. They saw 17 , opened 2 new members and 2 checking accounts.


Description:
Enrollment at Mockville offis.David and I saw 9 employees with the following results:3 new members,1checking account,1 direct deposit.


Description:
David ,I and Luba assist. Clemmons YMCA--Children Festival.Saw 150 children,given pakets to parents,givts for children,face pantig.


Description:
Julia Martin and I stopped by to deliver the holiday premium and to meet Julia Spainhour.  Julia was out of the office, the holiday premium was left at the check-in desk.


Description:
I conducted an enrollment and information session for the employees.  I saw ten employees and nine of them are now AFCU members.   There is one referral for Affordable Housing from Karen Wyatt.   

I conducted an information and enrollment session for the staff.  I had a drawing for a $25.00 WalMart gift card.


Description:
I conducted an information and enrollment session for the employees.  I saw ten employees,

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


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


Description:
I visited with Wanda Burcham.  I gave her the holiday premium and promoted the CUABS, mortgage, etc.  I gave her 10 new packets also.  She said that they are not named Georgia Data, they are Arista.  She has been getting double mailings.-KM


Description:
Received a call from Wanda Burcham who said that we should send information to Scott Ford at the Georgia location. She has been receiving 2 of everything. Made correction to SEG MGR.


Description:
3/17/00 I called Keith Lawson to ask when we could schedule sign ups. Left v. mail.-KM


Description:
I called Keith Lawson to schedule signups.  I left a message for him to return my call.


Description:
6/29/00 Keith Lawson transferred my call to Sam Rogers.  The latter advised that Shirley Ramsey is the agent who coordinates the sales meetings.  These are held the third Tuesday of every month.  Shirley is out of the office.  I left a message that we would like to tentatively schedule for July 18th. Sam said that he would prefer that we be able to give our presentation at 9:00 am.  They will allow us 15 minutes.  Then we are to go to another room to wait for the agents to leave the sales meeting and sign up.  We can also stay after the meeting to continue sign ups.  I have estimated that we will be there from 9:00 am until 11:00 possibly.  We need to get directions to their office as they have moved to a new place. Cathy Powell will handle this sign-up.-KM


Description:
7/3/00 Shirley Ramsey confirmed that we could hold the sign-up session on August 15th.  Frances Campbell and I will handle this company. Shirley said to take new 40 to Hwy 66 South exit. Turn left.  Go1.5 miles or so and they are right beside of Cpt. Tom's Seafood Rest.-they do not have a sign yet. We are to take doughnuts or danish for 14 people.-KM


Description:
8/08/00 Frances Campbell and I handled the sign-up session.  We recorded 9 people as being signed-up out of 13 seen.  We left several packets with Shirley Ramsey.-KM


Description:
Amanda Hoppers and I delivered the holiday premium.  Keith was not available.  The receptionist stated that he had just walked out.  We told her about the new Kernersville Branch.


Description:
sent reminder letter about new branch in Kernersville


Description:
Took 6 new member packets by for new agents


Description:
mailed poster to advertise extended hours offered at K-ville Fin. Ctr.


Description:
Sam Rogers called to say that he, Shirley Ramsey and Carol Whicker are the owners of Keller Williams. Keith Lawson is no longer with the firm. We can send mailings to Sam.  I have changed the SEG Rep information on the profile.-KM


Description:
Received a call from Sam Rogers, one of the three owners, who had heard that we are opening business accounts. I faxed a survey to him and he completed it and faxed it back. He seems to be most interested in our money market account for his company. We discussed opening a Trust account (checking) that they are required to maintain but he wants to check with his regulators because his information states that the money must be on deposit in a "bank". I explained the procedure for opening the membership account for the business and then the money market account. I faxed the proper paperwork to Penny West at K'Ville. He knows Penny and already works with her on personal items.


Description:
Spoke with Monette Cook.  Owners do not want to change anything because of costs. Accting firm who does books and payroll charges $80. Per hour for gl and $54. Per hour for payroll. Even charge for telephone calls.  Told her we were working on payroll issues. She said that Cindy and Heather told her they had to have payroll deduction. I suggested we start without it since it will be three or four months before we could do signups anyway.  She will speak to owners and call me back.
About 1/3 of employees live in Souther Va. But about 1/2 live in Winston-Salem/Greensboro. One lives in RockHill, SC and works from the Charlotte area.


Description:
Long conversation with Monette Cook.  Her mother is Brenda Lane who works as a supervisor at Novant. Carol knows her. Monette and her father are members of NCVA CU.  I told her about the upcoming merger and she was very excited.  She thinks this will help her convince her boss that they should offer a cu. His biggest problem is because of the extra expense of pyrol deduc. Since they are charged by the hour for an accounting firm to do payroll. I suggested a survey.  She will continue to talk with owner to encourage him to get involved.


Description:
Spoke with Monette Cook.  Keith Butner is owner of company. He is most concerned about their health insurance. Partners is increasing the fee for coverage and he is in a bind about what to do. Will not consider credit union benefit with this health ins. Problem at hand.  Will place on lost report for now.


Description:
Packet was mailed out 3/1/00. 
3/15/00 Followed up with Cheryl Geras.  Call back in 2 weeks. She needs time to review package.-KM
4/3/00 I talked with Cheryl Gerras & its unlikely that they will join-didn't ask or say why.  I advised her I would check back in 3 months. If still "no"-I would consider as "lost" account.-KM


Description:
stopped by while visiting other segs in area.  I was asking the status of their decision for the credit union.  Cheryl Gerras was ou of the office at a dr's appointment and I left my card and asked for her to give karen or myself a call. - cp


Description:
7/31/00 Cheryl Geras said they have decided not to join.  I advised her that if things change to contact us. I have changed status to "lost".-KM


Description:
Call Bob McCauley around October 1 to see when we can start orientation for new employees. Will begin to hire and will have orientation each Friday.


Description:
Mailed posters for presentation on 12/13/00.  AL/BD


Description:
jostens signup with karen and ana. From 11:00 to 1:00 - cp


Description:
jostens signup from 3:00-4:00 - cp saw 4 people 2 were already member the other 2 were temps. - cp


Description:
12/13/00 I attended a sign-up session from 11:30 until 1:00 with CP and AL.  Most of the people that we spoke with are members.-KM


Description:
12/13/00 I attended a sign-up session between 7:00 pm and 8:00 pm.  I took 4 applications and changed payroll deduction for some folks and added accounts for existing members.-KM


Description:
Ron George and I delivered the holiday premium.  We left it for Bob McCauley.  We were informed that Ann Edwards is no longer with the company.


Description:
I talked with Tina Sheets and we discussed the probability of sending emails regarding AFCU promotions.  These emails should be sent to Tina's attention.


Description:
I called Bob McCauley to schedule a re-enrollment and information session.  He stated that currently many employees are on layoff and they will not be bringing them back until October through December of this year.  He suggested that I call back to schedule something after the frist of the year during the January or February time frame.


Description:
I stopped in to see Tina Sheets and to deliver the holiday premium.  Tina stated that currently they have recalled all employees from layoff and are currently working about 300 employees.  These employees will probably start being laid off around May. She asked if we were experiencing any problems with payroll since everything is now being done through ACH.  I told her that if she had not heard from Brook Dahl that was probably a very good sign.


Description:
I called Bob McCauley to ask if it would be possible for us to schedule an information and enrollment session for the staff.  I asked if it would be possible for us to come out before the company begins laying off the seasonal workers in May.  I was not able to talk with Bob.  I left a message on voicemail stating the purpose of the call along with my name and number.


Description:
I left a message for a Bob McCauley about  an enrollment.(03-27-2003) and (03-31-2003)


Description:
Left a message for Bab McCauley about en enrollment  and new benefits.


Description:
Lisa called and spoke with Shelia's secretary.  Shelia was in a meeting.  Lisa was told that a message would be left for Shelia to return the  call if she is in need of supplies.


Description:
SPOKE TO SHERRY LAWSON-NEW MANAGER SHE NEEDS 10 PACKETS. I CROSS SOLD HER CHECKING ACCT AND PERHAPS OTHER PRODUCTS. I AM SCHEDULED TO MEET WITH HER ON 6-18-01 AT 10:00 TO SET UP CHECKING AND DROP OFF PACKETS.


Description:
WENT OUT TO VISIT WITH SHERRIE LAWSON VERY NICE LADY.  LEFT NEW MEMBER PACKETS/BUSINESS CARD HOLDER WITH HER. CROSS SOLD HER A CHECK,OD,VISA,REFI UV LONAN FINCANCED AT WACHOVIA.


Description:
participated in the novat family picnic.  Saw approximately 200 and picked up 4 applications.  Brought Max and Mo and circulated inside the facility and ouside the facility.  - cp


Description:
8/16/00 Attended the Novant family picnic which was held at the Dixie Classic Fairgrounds. Signed up members and distributed premiums.-KM


Description:
I left a message on Shirley's voice mail.


Description:
Lisa called Shirley Doub to see if she is in need of membership packets.  Shirley stated that everything is fine and that she will call when she gets low on supplies.


Description:
Attended the press announcement regarding the establishment of the Sara Lee Center for Women's Hea;th at Novant. Spoke with Greg Beier and Paul Wiles along with other Novant employees. I asked Greg if there was an affiliation with NEMC. He said no but to call the EVP in charge of affiliations, Fred Brown. He said to tell him that he had suggested the call.

Mike Knight and I also met with Mary Benton regarding signage at FMC and Mary also said that I should call Fred Brown.


Description:
Left msg with Fred Brown's assistant, Jenny. Mr Brown called me back immediately. He said that Novant only has affiliations with RJR Patrick Memorial Hospital in Stuart, VA and with Nash Health Systems in Rocky Mount. The emplioyees of those affilates are not employees of Novant, except for the CEOs. Mr Brown said that he has a working relationship with NEMC. He suggested I call the CEO Larry Hinsdale and mention that he has asked me to call him. He said to let him know the response. Will followup.


Description:
Called on Beverly Miller. Delivered her holiday gift and a gift for Lynn Boggs. Spoke at length with Belverly regarding the difference in culture between the two Novant regions. Beverly as always promised to assist where they could  We need to be careful since the Southern Region resents things "forced on them by the Triad Region".


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

Rebecca stated that she would be interested in  an annual Credit Union Day  and that twice per year she is in favor of an onsite visit.


Description:
I talked with Rebecca Gurley and requested an opportunity to be available and onsite for the employees.  We scheduled the date for Wednesday, September 13th from 10:00 to 12:00 .  I emailed her a poster to place in an area for all employees to see.


Description:
DELIVERED NEW MBR PACKETS TO REBECCA GURLEY.


Description:
I conducted an information and enrollment session for the staff.  There were eleven employees present.  There were numerous questions about products available through AFCU, particularly Access Teen, Square One, Blast Off Club, and our mortgate products.


Description:
I mailed Rebecca Gurley a thank you card for allowing an onsite visit.  I left premiums for her with Barbara during my visit to the office.


Description:
Becky Gurley was not in the office.  I left the holiday premium at the receptionist's desk.  This is not a qualified visit.- KM


Description:
I followed up with Becky today.  I only received her voice mail.  I left her a message saying that we are offering CUABS and I asked her to call me if there was anything we could do for her or her staff.-KM


Description:
Donna H. and Keri Brown conducted an enrollment event relative to their open enrollment event. They saw about 15 or 20 people with the following results: 1 Mia cash card request, 1 new member, 1 payroll change/1 new payroll ded./1 child's acct. and perhaps 1 car loan.
Good job!


Description:
I received the sponsor company survey and I updated the record per the information obtained from the survey.


Description:
Jeannie Tilley and I dropped by to visit Martha Phillips.  She was very busy and not available to speak with us.  The receptionist suggested that we call and make an appointment.  This office is physically located beside Martinat Rehabilitation Center (they share the same building).


Description:
left message on voice mail about the event day from the survey. -cp


Description:
Jeannie called to make sure that Martha Phillips received the invitation to the sponsor company luncheon.  Martha plans to attend the luncheon.


Description:
Belinda stopped in to deliver the holiday premium to Martha Phillips.  There is a new contact person who is yet to be detemined.  They are in the process of hiring to fill this position.


Description:
Linda Mason is the new rep for this SEG. Linda was my mother's supervisor and was promoted to this position.


Description:
Linda called to let me know that she would not be able to attend the SEG luncheon.


Description:
Mike Phipps delivered the holiday premium.  Everything seems to be going well.


Description:
I called the Mount Airy office to talk with Donna Hamlin to get information on the Winston office.  Donna suggested that I talk with Kathy Dionne who is the office coordinator for the Winston Salem office.  The number to the Winston office is 759-9525.


Description:
I called to talk with Kathy Dionne who is the office coordinator for the Winston Salem office.  Kathy is reluctant to go to lunch, she stated that she really did not know why employees had not taken advantage of the credit union but that she will give the topiic some thought and would give me a call back.  Upon further prompting she did mention that many of the employees live in outlying areas such as Mount Airy, VA, Greensboro, King and Pinnacle.  I responded by informing her of our branch locations in Tobaccoville and Kernersville.  She also stated that she would talk to others in the office and see if they could offer any suggestions on how we might go about increasing membership.  I also asked for the name of the Office Coordinator in the Greensboro office.  Her name is Jackie Hembry.


Description:
Per Jackie Hembry we can hold a sign-up session on 4/26 from 10-12. We will give a gift basket away via a drawing. Jackie wants to obtain a checking account and her husband wants payroll deduction. There are 18 staff peolple and 10 site supervisors who she will advise to drop by. I sent her an e-mail and an e-mail poster to distribute. Our goal is to get to the 25% participation level.-KM


Description:
FC & I held a sign-up session for this group.  We signed up 4 of 5 employees seen.-KM


Description:
Karen Morgan and I conducted a re-enrollment for the employees in the Greensboro office.  We saw five employees and received four completed new membership applications.


Description:
I called Stella Jones to find out exactly how many new membership packets she needs and how urgently.  I am responding to a message sent to Carol by Brooke Walsworth.  I left a message on voicemail.


Description:
I mailed five new membership packets to Stella Jones per her request.


Description:
Donna Hamlin called to ask about a personal loan.  I directed her to our website and to the Lending Center.  She stated that she would to consolidate her credit card debt.  I explained to her our unsecured loans and our unsecured lines of credit loans.  I gave her the 800 number to AFCU, she stated that she will probably do everything via phone and mail.


Description:
I sent an email to Kathy Dionne requesting an opportunity for an onsite visit to the Winston Salem office.


Description:
I called Donna Hamlin to ask if Carol and I could come and be onsite on October 23rd while we are in  Mt. Airy visiting other groups.  She stated that would be fine and that we can be there from 10:00 a.m. to 12:00 noon.  She stated that if there is a problem she will let me know prior to the visit.


Description:
I mailed Donna six posters announcing the upcoming visit on October 23rd.


Description:
I returned a call to Donna Hamlin.  I confirmed our visit for  Tuesday, October 23rd,  She also had questions about membership and loans.  She wants to consolidate some debt.  I suggested that she consider an unsecured line of credit or that she consider an equirty line of credit.  She is going to fax over her membership application to be entered.


Description:
Carol and I conducted an information and enrollment session for the employees from 10:00 to 12:00.


Description:
I received a call from Donna requesting that I fax a copy of our payroll deduction form.  I told her that I would fax a copy and mail her originals for future use.


Description:
I received a call from Donna Hamlin who had read the information about the purchase of land in the Clemmons area and was interested in obtaining contact information regarding John S. Clark's desire to bid on some of the work that will be done on the pending branch.  I told her that Mike Knight is the facilities manager and that she should probably contact him.


Description:
I clipped an article from today's Winston Salem Journal stating that the company has opened an office in Wilmington.  The article stated that the company has a total of 350 employees.


Description:
I called Donna Hamlin to ask if it would be possible for us to get a listing of the names and addresses of the employees at the Wilimington office.  She stated that she would provide this information in the form of an email so that I can mail letters and information packets to this group.  She stated that only six employees were added but they expect this group to grow.


Description:
I received an email from Donna with the names and home addresses of the employees.


Description:
I mailed new membership kits to the employees at the Wilmington office.  There were six names provided to me via email from Donna Hamlin.


Description:
Kelli Jackson and I went to the school.  It was closed for the holiday. I mailed the premium to the SEG rep.-KM


Description:
Barbara Capps needs 50 packets for new hires, etc. Deliver these to the trailer. That is where the business office is.  I offered to conduct another presentation.  Barb will let us know when and if this is needed. Call 1st before delivering the supplies.  Barb Capps is at the ext 378 and Mary is at ext. 319.-KM


Description:
Amanda went to the employee picnic and helped to serve food to the staff.  Joan Reed stated that she will notify either Amanda or Frances if she needs membership packets.

Company:
Salem Limited (aka Triad Health Ventures)


Description:
Lisa and Frances delivered the holiday premium.  We did talk with Joan Reed and Bill.  We delivered premiums to each.  They extended an invitation to join them for their Christmas lunch on the next day.


Description:
I returned a phone call to Joan Reed.  She had some questions about the sponsor company luncheon and about the new financial center at North Patterson.


Description:
I attended the annual summer picnic for their employees and vendors.  I talked with several employees who are AFCU members and they are pleased with the level of service that they are receiving at this time.  They are also pleased with the new financial center located on North Patterson Avenue.  

Joan informed me that they are in the process of expanding their building to take over the laundry service for Presbyterian Hospital.  The expansion should be complete by mid-July and she anticipates hiring 25 to 30 new employees beginning in August.  She has requested that I supply her with new membership packets in mid-July.  

While at the picnic I talked with Jay????, of Salem Leasing and asked him about their company and if they offer the benefit of a credit union to their employees.  He stated that they do have a credit available for the employees, he was not sure which one.


Description:
I stopped by to deliver membership packets that were requested by Joan.  She had old RCFCU materials that I collected and brought back to be destroyed.  Joan stated that they are currently doing the laundry for Presbyterian Hospital also.  This account will require them to hire additional people.  She stated that the hiring will take place in phases and when complete she will have added an additional 25 to 30 employees.  They are planning another employee event for October and she stated that she will call me with the details.


Description:
I stopped in to deliver the holiday premium and to talk with Joan.  She stated that as ususal she is busy hiring people due to the high amount of turnover that is normal in her line of business.  She stated that she loves what she is doing and that she probably will not retire for the next four or five years.  She stated that she does not need any new membership packets at this time.  

Personal Note:  Joan was in a car wreck in October of 2000.  The result is that she has scar tissue from a seat belt injury.  She has had one surgery to remove this tissue and will have another on February 14th.


Description:
Joan Reed attended the annual Sponsor Company Luncheon and completed the Sponsor Company Survey.


Description:
Talked with Joan Reid who explained that the employees of this company are leased to Crowthall Services under a 5-year contract. They have lost benefits, staff has been cut, and morale is bad. Joan said that their employees are being laid off in an attempt to save money. She is trying to make the best of a bad situation. I sent an All Staff memo today to let our employees know that their employyes who failed to join AFCU are no longer eligible for membership except thru family members or HLPT.


Description:
Spoke with Sue Boze in HR (she is new). Said HR director is Lesa Hull.  Asked that we mail a package. More than 500 employees.


Description:
Spoke with Sue Boze. Told her I had spoken with TJ in Arkansas headquarters who said they had the right to join any cu they wanted.  Left it up to Lisa Hull who is always on the road.  Sue will e-mail her to get in touch with me.  Told Sue I would buy their lunch if they had time to chat about this.  Will followup.


Description:
7/26/00 I spoke with Sue Bowes.  She said that will absolutely not go with a credit union. She said the big boys at the home office decide on this. I advised her that we had checked with them and they said that it would be up to the Greensboro office.  She disagreed with this and insisted that it was the home office's decision. She said that she was swamped and had to hang up.-KM


Description:
Called for Sue Boze or Lesa Hull. Neither was in. Will call again next week.


Description:
Received a call from Sue Boze who said they are beginning to look at credit unions. Inquired about our branch locations. Have employees state-wide who need a place to cash their checks. Said they offer direct deposit but some inhome care aids prefer to get a check. Explained about MIA, shared service centers. Did not encourage the company's participation because of new guidelines. Sue said she would be back in touch.


Description:
Called to get an update from Sue Boze. Was told that she now worked from Burlington..H.R. was moved to this new location. Not in the office today. Will followup tomorrow.


Description:
Jeannie Tilley and I stopped by after the CGH new employee orientation.  Rhonda Smith is on maternity leave.  We did mention the luncheon  invitation to her assistant, DeeDee McCloud and asked her to attend.


Description:
Mailed packet…KM  Will follow-up 3-17
4/10/00 I have tried to reach Tricia Phillips several times.  When I called back today, the receptionist said that Tricia advised her to let me know that they are not interested.  I asked if there was any certain reason and the receptionist did not know of one.  I asked that they keep the material and let us know if they should change their mind.  I reiterated that they could gain access to favorable rates and products, etc..-KM


Description:
Kay Jolly said no..Will follow up with Terry Bumgardner.KM


Description:
I left a message with the receptionist for Helen Naples to return my call. The receptionist is a member and she loves the CU!-KM

3/3/00-I called Helen and set appt for 3/13 at 2pm.  She said the gym at Reynolda Rd location is owned separately-gave me the name of Lois Gardner to contact at 773-0004.
3/13/00 I met with Helen Naples, the owner. She is interested in commercial vehicle leases. Also, wanted to know if she could advertise in our SEG newsletter-to offer 10% corporate discounts.  I checked with FC & CK and will advise her we cannot allow this.  She was a previous Partner's employee and a member of CMCU. Follow up on 3/20.-KM.

03/22/00 Helen is in CA-call back next week.-KM


Description:
have left several message for helen and no return calls.  Recommending to move to lost file. - cp


Description:
3/6/00 Will call Lisa McDonald back 3/20 re: firm joining CU.

3/21/00 I called Lisa back.  She said that everyone has been travelling a lot and they have not had a manager's meeting.  Advised that I check back at end of April.-KM.

4/3/00 I called Lisa and she said it is doubtful that they would join as they do a lot of business with banks and credit unions and do not wish to offend any of these parties.  She did say that I could check back in 2 weeks.-KM.


Description:
8/4/00 I asked Lisa McDonald to call me re: their decision. If no reply in 1 week-will mark as lost.-KM


Description:
8/21/00 I talked with Lisa McDonald.  She essentially indicated that the banks have their commercial accounts and because of this they do not wish to jeopardize any relationships with the banks.  I am marking this as a lost account.-KM


Description:
7/28/00 On a follow up I noted that the reason for the lost status was under the "notes" option.-KM


Description:
left message with receptionist.  Ginger will be back tomorrow -cp


Description:
talked with office manager and are setting up appointment-cp


Description:
delivered packet of information to ginger and will follow up in 1 week - cp


Description:
set up appointment with hope - gingers payroll administrator for 5/11 -cp


Description:
talked with hope and the sales manager.  They are very interested and will talk with ginger collins, the owner.  They are also interested in providing discounts to rcfcu members. - cp


Description:
left message with william, the receptionist.  He said that hope is out until Monday ( memorial Day)  call her on Tuesday, may 30th - cp


Description:
left message with receptionist for hope. -cp


Description:
stopped by while I was in the area to check on status of the letter.  Hope said she is still trying to get with ginger to discuss but they will be doing it.  I explain again the process and she said she would "BUG" ginger because several people are excited and want it now.  She said she would get with me soon. - cp


Description:
no response since last contact on 8/21 moving to lost - cp


Description:
left message with jill, the receptionist.  Howing voice mail was full. Will follow up 4/27 - cp


Description:
delivered packet of information to howie burhalter will follow up in 1 week. - cp


Description:
left message on voice mail for howie -cp


Description:
talked with howie and he has been discussing with ken elkins but other things are taking precedent.  He said it's ok to call back in 2 months. -cp


Description:
Talked with Ken Elkins about continuing efforts in recruiting the school and church as a seg.  Will follow up with ken in 1 month - cp


Description:
talked to matilda about interest.  She is going to discuss with their board and will get back to me.  Very interested. - cp


Description:
left message on voice mail for matilda. - cp Matilda returned the call and said she mailed the letter for acceptance on 7/31.  She is on vacation the rest of the week.  - cp


Description:
talked to kirby, the headmaster of the school.  The school is separate from the church and are considering it as a benefit.  I will be following up with kirby next week. - cp


Description:
left  message for kirby to follow up on the packet. - cp


Description:
talked to kirby and he is surveying his staff and will be back in touch. - cp


Description:
did intial sigh up saw 6 people and they will not be doing payroll deduction. - cp


Description:
I delivered a holiday premium to Matlida Eddy.-KM


Description:
Matilda had laryngitis and it was difficult to communicate.  She said that some employees had joined AFCU since Cathy Powell's initial presentation. She will ask the staff on 5/8 if they want another sign-up session. -KM


Description:
I left a message for Matilda to let me know who the employees are that have members already.-KM


Description:
I called to talk with Matilda and was told that she is on vacation until Monday, July 23rd.


Description:
I delivered 5 new membership packets to Matilda per her request.


Description:
10/17/00 I left another message for Karen Everhart to call me re: their decision.-KM


Description:
Called Robin Smith. Left voice messge for her to call me to followup on previous meeting.


Description:
Called Robin Smith. They have not yet decided whether to offer credit union services. On every call Robin has found a reason to delay the decision-making regarding affiliation. At this time, I see no point in continuing. Will consider Lost.


Description:
Charlie Swigard(spelling?) is the financial officer and advised that he is definitely interested in potential of joining. I set appt for 3/8 for 10:00 am.  He did express that he would leave the promotion of having the employees join up to us. He is looking for some assistance here.  I plan to furnish a survey form along with other material.-KM
3/8/00 I met with Charles Swigard to discuss the co. joining our CU. Gave him a sample survey. I sent a thank-you letter &  I will follow up at end of the month. -KM
5/5/00 I called Mr. Sweigart re: decision to join RCFCU. Will follow up again if no reply.-KM
6/5/00 I called Charles Sweigart and his name was not on the voice mail directory.  I am uncertain whether he is on staff.  I left a message for Debbie Hodges to return my call.-KM
6/6/00 Charles Sweigart advised that he is in the midst of opening Taylor's first store and needs another 60 days.  He said that they do have a genuine interest in joining.  I will check back with him later.-KM


Description:
I consider this as a lost account.  Mr. Sweigert said that he was interested but never committed to sending the letter of request to join AFCU.-KM


Description:
I delivered 200 new membership packets to Janet Falls.  Per her phone request on 5-8-00.


Description:
left message on voice mail about event day from the survey. - cp


Description:
I talked with Janet Falls of Universal Solutions and she stated that they have an employee cookout the last Friday of each month.  She will have us to come out once the weather is cooler.  She is also interested in scheduling a financial planning seminar with Safe Passage.  I told her that I would mail her a copy of the seminars that are offered by the credit union.  I also told her that I would like to take her to lunch and talk about a signup for the fall.


Description:
Janet Falls called to discuss having a series of lunch & learn sessions on various topics after which we will schedule a signup event. Will do this in all 3 buildings. Will call her back with some details of possible topics.


Description:
I delivered 100 new membership packets to Pam Brown.  Pam was out of the office for lunch.  I did speak with Von who stated that she would make sure that Pam received the packets.


Description:
Lisa called to talk with Janet Falls.  She was informed that the office will be moving to a new location off Stratford Road in eary 2001.  Janet hopes to get more employees involved with the credit union.  She asked about seminars, meetings, CarFacts, etc.  She will speak to management to see if we can ge some time scheduled during lunch in a conference room.  Janet is to follow up with Carol or Frances regarding scheduling this signup.  

Lisa and Lou Ann Lael went out on a call and left credit union material and other goodies with Janet.


Description:
I called Pam Brown to get information on their Georgia locations.  Pam is out of the office until Thursday, October 26th.


Description:
visited with carol, karen and frances the conyers pharmaceutical solutions and the choice facilit in georgia. - cp


Description:
I assisted with the sign-up session at this office in Conyers, GA.-KM


Description:
Cathy, Carol, and Karen and I visted the Conyers location of Choice and Pharmaceutical Solutions.  We conducted signups for the employees.


Description:
I called Pam to ask if the two of us could schedule a meeting and/or possibly lunch so that we can talk about increasing enrollment in the credit union.  She informed me that a replacement has been hired for Janet Falls.  Her name is Vana Bris-Boise (Bree-Bwah).  Vana is currently traveling and will be out of the office until January 29th.  Pam will call me back next week with a date and time for us to meet.


Description:
Received a telephone call from Jill Stanbury who requested that 50 LifeStages packages be delivered to Cindy Keating at Choice America…Telephone number 776-0005. 4600 Progress Lane, Winston Salem. Gave order to Ana Larson


Description:
Susan will deliver 50 packets to Cindy Keating, 4600 Progress Lane, W-S (776-0005), per their request. AL/BD


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


Description:
Michelle from HR in NJ, called asking for 75 packets.  Will be sent via Airborne.  AL/BD


Description:
I placed a followup call to Pam requesting a meeting to discuss how we can increase membership with AFCU.  I left a message on voicemail with a request for her to return my call.


Description:
Pam Brown returned my call and stated that they would like to have an employee re-enrollment at the main office and branch out to the other local area warehouses, one of which is located in Rural Hall  the other is located on Pilgrim Court.  Vanna will coordinate the re-enrollment for the corporate office and the warehouse coordinator will schedule the events for the warehouses.  The Rural Hall facility has added approximately 200 people.


Description:
I called Vanna Bris-Bois to discuss possible dates for the re-enrollment.  I left a message on voice mail with my name and number for her to return my call.


Description:
I called and was able to talk with Vanna Bris-Bois to schedule a re-enrollment for the employees at the corporate office located on University Parkway.  The dates are Wednesday, March 21st from 8:30 a.m to l:30 p.m and Thursday, March 22nd from 2:00 p.m. to 5:00 p.m.  The corporate location has 230 employees.  She stated that she would give my name and number to Cindy Keating who is the HR Coordinator for the two warehouses, Carolina located off Pilgrim Court and Rural Hall located in the same Business Park as Quality King Distributors.   I told Vanna that I would create posters for her and have them to her by Thursday afternoon.


Description:
Directions to the warehouse locations:  Highway 52 to the Rural Hall exit at the top of the ramp bear right and continue for approximately 1.5 miles to the business park located on the left.  Turn left onto North Ridge Park Drive the builiding is 520 North Ridge Park Drive.  There is a sign out front that says Choice/Carolina just past Princess House.  

Carolina Warehouse:  Located of Indiana Avenue on Pilgrim Court (the first left) near the RJR Print Shop.


Description:
I called Vanna Bris-Bois to schedule a time that I could come out and share with her information about AFCU.  She is a new employee of Universal Solutions/Choice and I would like to introduce her to our services before the general employee re-enrollment.  I left a message for her to return my call.


Description:
I visted Vanna Bris-Bois to go over the new employee information packet and to obtain her membership application.  We were interrupted and she told me that she would fax her completed application.  I delivered the posters for the upcoming employee re-enrollment scheduled for Wednesday, March 21st and Thursday, March 22nd.


Description:
I stopped in to talk with Cindy Keating about the upcoming re-renrollment scheduled for Tuesday, March 27th from 9:00 a.m. to 12:30 p.m.  Cindy was not available but had left word with the receptionist,  that I was coming and that she should answer any questions that I might have.  The receptionist (she did not provide her name) confirmed the date.  She stated that the warehouse is divided into two groups, Coty and Rite Aid.  There is a breakroom for each group.  The staff is equally divided between the two sides with approximately 50 employees on each side.  I left 10 posters to be placed on employee bulletin boards and near the employee time clocks.


Description:
Karen and I conducted an employee signup and re-enrollment for the employees at the North Point location.  This location has about 230 employees.  The session was scheduled from 8:30 a.m. to 1:00 p.m.  We received seven new membership applications.  I called and talked with Stephany Ledbetter who asked Lisa Southard if it was permissible for us to bring the new memberships to her branch.  The applications were given to Teressa Simmons at the Whitaker Park Branch.   

Discussion with Vana provided the following information:  There are nine locations throughout the country.  They have approximately 1000 employees nationwide.  Vana is an avid golfer and is very interested in the DW Golf Tournament that we will be hosting this fall.  She is a member at Pinebrook Country Club.


Description:
Karen and I conducted a re-enrollment session for the employees at the Northpoint location from 2:00 p.m. to 3:15 p.m.  Vana suggested that we go to the other locations, the Carolina Warehouse located off Pilgrim Ln, and the Rural Hall warehouse and try to catch employees during the shift change.  We received two new membership applications at the Northpoint location.


Description:
Karen and I relocated to the Carolina Warehouse just as the employees were changing shifts.  We saw three employees and received one new member application.  We were delayed at the North Point location and outside this location which caused the lack of employee contact.


Description:
Karen and I conducted a re-enrollment at the Rural Hall Warehouse location.  The employees were only notified of our visit at approximately 10:00 a.m. on Thursday.  We received one completed new membership application and one request for premium checking. The Benefits 
Coordinator for this location is Cindy (Cynthia) Keating.  She stated that she would welcome a return visit and suggested next week.  She stated that the best days for a visit are Tuesday, Wednesday or Thursday.  I told her that I have Tuesday, March 27th free and that I would be glad to come back out during break and lunch periods.  I told her that I would create posters to be hung on employee bulletin boards and placed near time clocks to give employee notice of the upcoming visit.


Description:
Ana and I conducted a re-enrollment for the employees at the Rural Hall warehouse location.  We saw 35 people and obtained 27 new membership applications.  The employees were very warm and receptive of our presence and asked a lot of questions.  We were located in two different breakrooms for the employees on each end of the building.


Description:
Assisted  with enrollment session at Universal Solutions with Frances Campbell.  Good response.  AL/BD


Description:
Frances Campbell and I held a sign-up session for Univ Solutions at Republic Square.  We signed up 7 new applications and talked with current members.-KM


Description:
Frances Campbell and I went to the Carolina Warehouse off of Indiana (Pilgrim Court) at shift change. One new member signed up out of 3 employees seen. -KM


Description:
Frances and I held another sign-up session at the Republic Square location. Two new applications were received.-KM


Description:
Frances Campbell and I held a sign-up session at the Rural Hall location. One new application was received. -KM


Description:
Received a call from Jennifer Stanbury who requested 150 to 200 enrollment packages. Gave order to Janie Simpson to prepare and deliver.


Description:
Received a call from Judy Wilson. This company has 55 employees who work in sales all over the country. Each month they send in an expense report to Judy who writes them a check and send to them. The employees then deposit this check into their personal accounts and write their own check to American Express. Universal Solutions wants them to open an account at AFCU where the company would deposit one expense check for deposit to the checking accounts of their employees who would then write their check from the AFCU account to American Express each month. I advised them that the least expensive account will be Basic Checking with a $2.50 charge per account per month. I asked her to let me check to see what we could do. I asked Darryl about this and he suggested we waive the $2.50 per month for one year. We will do this in order to be able to solicit their corporate card business. I suggested to Judy that U.S. pay for the $5.00 entry fee per employee. Will follow up.


Description:
I called Vanna to talk with her about getting a team together to play in the DW.  She and her husband will be out of the country in Germany on vacation during the time of the tournament.  She stated that her coworkers who are golfers will not be able to play due to a major restructuring/refinance of the company.  She stated that she definitely wants to be kept in mind for next year's tournament.


Description:
Called Judy to get an update on progress with the expense check situation. She was out so I left her a messge to call me.


Description:
Directions:  Take I-40 West to Exit 133 Rock Barn Road Exit.  At the top of the exit ramp turn left onto Rock Barn Road.  (Landmark: Wilco Service Station on the right).  Follow Rock Barn Road to the first traffic light, at the light turn left onto McLean Road.  (You will not be able to turn right here).  Follow McLean Road to an intersection, there is a traffic light at this intersection continue through the light and intersection and Kroehler will be on the left.


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


Description:
I called Clff to obtain his email address and the website address for the company.  I left a message on voice mail.  

Cliff returned my call and provided his email address and the web-site address.


Description:
Received an employee listing for this company. In checking with Focus records, 38 of the 49 listed employees are members.


Description:
I received the sponsor company survey and I updated the record according to the information on the survey.

Company:
Piedmont Ear Nose And Throat Associates, P A


Description:
LEFT MESSAGE ON VOICE MAIL ABOUT EVENT DAY FROM SEG SURVEY - CP


Description:
SET UP FOR STAFF APPRECIATION ON 6/8 FROM 11-1 BRING DESERT. - CP


Description:
Jeannie Tilley and I stopped by to visit Kaye Long.  We did speak with Kaye briefly as she was on her way out of the door to a meeting.  We did leave Munchkins and our business cards.


Description:
Kaye and I have been playing phone tag for the last several days.  She is in need of new employee membership packets.  I told her that they would be delivered today.


Description:
I delivered 21 new membership packets to Kaye Long. Kaye stated that the staff takes care of the outlying offices and she does not need for us to meet with the employees there to discuss the credit union.


Description:
I left a message on voicemail for Kaye Long offering her two complimentary tickets for the Vantage Championship.  I requested a call back for Tuesday.


Description:
Belinda delivered the holiday premium and introduced herself to Kaye Long.


Description:
Kaye Long called to ask about the feasiblility of an atm machine that could be placed at their office.  The machine would be available to PENTA employees and patients only.  I told her that it is unlikely that this would occur.  I stated to her that machines are typically placed in areas that receive high traffic.  

I also asked Kaye if she needs any supplies and if she has added any additional headcount.  She stated that she has had some turnover and that she is replacing the employees that have left.  She does not feel that it is necessary for me to come out for an information/reenrollment session for the employees.   She stated that she is okay on supplies.


Description:
I called to talk with Kaye Long to request an opportunity to come out and schedule a reenrollment for the staff.  Kaye is no longer with the group.  I left a message on voicemail for Judy McQuire who is the new administrative assistant to return my call.


Description:
I called the office to obtain Judy's email address and was told that the group does not have email access.


Description:
I called Judy McQuire and asked if it would be possible to schedule a visit for the staff.  She stated that she needs to check this out with her Administrator and that she will get back to me.  Judy has replaced Kaye Long as the sponsor company representative at PENTA.


Description:
I followed up with another phone call to Judy McQuire requesting an opportunity to come out and talk with the staff about the benefits and services that are available through AFCU.  She stated that she needed to discuss it with the administrator and would get back to me.


Description:
Judy called to state that it is permissible for me to come out to a staff meeting and speak to the staff about AFCU.  We scheduled Thursday, October 4th at 8:00 a.m.  There are 47 employees in the office and I told her that I would provide doughnuts for the meeting.


Description:
I created posters and mailed them to Judy McGuire to be placed on bulletin boards and any high traffic area where an employee will see the notice.


Description:
Donna Hennessey, Joan Black and I conducted an information and enrollment session for the staff.  There were 38 employees present, 18 of whom are currently AFCU members.  .  We received nine new accounts, 2 memberships, 2 checking accounts, 5 Access Teen Accounts.  

We took four dozen Krispy Kreme doughnuts for the staff.


Description:
I called Judy to get her email address.  I asked if she is in need of supplies.  She stated that she is okay at this time.


Description:
Received a call from Judy McGuire who wants 10 or 15 packets of information. Will deliver. Also, gave Judy a copy of profile from Maxsell. Reqyested she call me regarding employee listing, do they have a location in Kernersville, and when does she want us on-site.


Description:
Received a call from Judy McGuire who requested that we attend a staff meeting on Thursday, Oct. 17 to meet with her staff. Will plan event.


Description:
Planned an enrollment event with Judy McGuire. Karen and I visited with 29 members of their staff. We opened 4 new memberships and two checking accounts. 10 were already AFCU members. Cheryl Fatzinger, Practice Manager, is the wife of Jim Fatzinger, HR Director at Salemtowne.
I have faxed information for their handbook to Judy McGuire.


Description:
See Carol Knouse's notes for this date. PENTA is located beside of WSHC Pharmacy.  We have an ATM outside of the pharmacy. This is a convenience for this SEG also.-KM


Description:
Connie Caponigro.  Will ask for permission for us to do CU Day event.  Rarely allowed.  Will fax list of offices and coordinators.  We can mail direct to them for better results.  Will also tell us home many employees in each location.  Faxed seminars listing for her review.  Will follow


Description:
Eight boxes of new membership information was shipped to Jenny Ventura.


Description:
Shipped 50 Lifestages to the attention of Connie Caponigro via Airborne Express.  AL


Description:
connie called and I mailed 30 1999 annual reports airborne-cp


Description:
I received a call from Elaine who was asking when they would receive new materials with our new name.  I told her that the materials that she presently has are current with the exception of our name and that she can continue to use these materials until she has exhausted her supply.


Description:
Jenny Ventura is no longer with Leboeuf.  Contact Connie Caponegro.  AL/BD


Description:
Received an e-mail from Will sho spoke with Marion Boyer. She requested 50 enrollment packages. Will have Janie prepare.


Description:
I sent 50 Lifestages catalogs and 50 all-in-ones to the attention of Marion Boyer via Airborne Express.


Description:
I received a call from Hillary Durante at the Washington D.C. oiffice requesting new membership packets.


Description:
I shipped via Airborne Express 25 new membership packets to the attention of Hillary Durante at the Washington, D.C. office.


Description:
I mailed ten new membership packets to Sabina Downing in the Newark office.  The address is:  
LeBoeuf, Lamb, Greene and MacRae
1 Riverfront Plaza
Newark, NJ  07102
Her phone number is:  973-643-6080.


Description:
Returned a call to Allison Ferber who had called to re-schedule a meeting that was orginally scheduled for Sept. 11. Allison was not in the HR position at that time and did not know who to call to get the meeting re-scheduled. I left a message for C.Pace to let her know about the call and offered to do whatever she asked.
Allison's telephone number is 212-424-8562.


Description:
Received a telephone call from Hillaary Durante in the Washington DC office. Returned her call to get the mailing address. Hillary requested 25 packages of information. I mailed on 5-20-02.
Address for Washington, DC office:

1875 Connecticut Ave. Suite 1200
Washington, DC  20009


Description:
Mailed 50 packets and paper clip holders in advance of Cathy Pace's June 2002 visit.


Description:
Alesia Turner and Cathy Pace conducted an information session for the employees.  They received:  2 new membership applications, 2 Blast Off Club applications, 2 certificate accounts, 1 Holiday Club account, 1application for Eagle Plus, and 1 application for Eagle Checking.

There were other requests for additional information on other services including Savings Bonds and Safe Passage.


Description:
Received a call from Sandra Bowen who requested 50 membership packets, mostly for their employees in Boston.


Description:
Hilary Durante (202) 986-8123 contacted Carol. I called her back. She request 25 membership packets. I mailed it with some premiums as well. They will be shipped to:
1875 Conneticut Ave NW
Suite 1200
Washington DC, 20009
I added my business card and a note in the shipment letting her know to contact me for future needs.


Description:
Irene  and I visited them. Attendance: 8 people. New Membership: 1


Description:
Received a call from Marge Salway, parttime employee wWho requested information packets. Her materials still say RCFCU. Mailing address is: 1 Riverfront Plaza, 6th Floor,Newark, NJ 07102. Marge requested that information be mailed to the attention of her Office Manager, Mary Ellen Dolan. Small office and only requested 10 packets at this time. I referred her to our website for additional information.


Description:
Contacted Trisha -New HR Manager (Allison is in the D.C. Office now).  Tentatively scheduled a sign up on Oct. 16 2003 to do a sign-up. She agreed. Nice attitude.


Description:
NJ contact name is Mary Ellen Dollan, Office Manager. General  phone number is 973-643-8000.


Description:
Melody Garcia is writing on behalf of Irene. Irene set up a sign-up for October 30th for employees located at the Newark office. She set it up with May Ellen.
Address:
One Riverfront Plaza
Newark, NJ 07102


Description:
Shipped supplies for sign-up on 10/16:
25 Membership Packets
25 Ice Scrapers
25 Pens
25 Chapstick
10 Safe Passage brochures
Visa, loanliner, direct deposit, membership, account change, and payroll deduction forms


Description:
E-mailed Tricia Neumann a flyer for her to post and e-mail employees regarding sign up. 
Her e-mail address is :
Tneumann@LLGM.com


Description:
Mailed premiums for sign up on Oct. 30th - NJ location:
11 Icescrapers
25 Badgeholders
25 pens
25 chapsticks
25 membership packets
safe passage brochures, visa, loanliner, direct deposit, membership, account change, and payroll deduction form.


Description:
Sent additional premiums for NJ sign-up on Oct. 30th since HR rep in NY told us that NJ has approximately 100 employees. . 
Additional Premiums:
75 Membership Packets
75 chap sticks
75 pens
20 thermostats


Description:
Irene, Patti, and I visited the company from 2:00-5:00.
Results:
5 New Memberships
4 Payroll Deductions
1 Change to payroll
1 Visa App
We saw approximately 17 people.


Description:
On behalf of Irene:
Irene visited employees at Newark location on October 30th.
She saw 27 employees. She gave out 17 new membership packets. 
She openes:
7 new memberships
2 holiday accounts
5 payroll deduction forms
3 visa applications. 
There were lots of question regarding Safe Passage. She suggested a seminar with them and Mary Ellen (mgr) liked the idea as she herself is very interested.


Description:
The sponsor group survey was returned and the system was updated per the informaton given on the survey.


Description:
Kathy Alexander called to verify that Susan Brewer received the invitation to the sponsor company luncheon.  Susan called me to RSVP.


Description:
Planned and attended an all-day enrollment event for their employees. We met with 25 employees and exrolled 23 new members (5 checking accounts/1 Holiday Club). This group does not currently have access to direct deposit. We suggested that employees request this of their HR manager. Melissa Carter is extremely unprofessional and we should not expect much from her. She did join AFCU but her work ethics and attitude will not help anyone.


Description:
Carol Knouse and I held an enrollment for this group and received a good response overall. Please reference Carol's information for this date.  We did stress the use of the CU service center at Friendly Shopping Center; MIA 24 and WebBanking.-KM


Description:
Called Lynn Britton, Payroll Rep. Who had requested membership packets and payroll deduction forms. Mailed 25 of each today.


Description:
Received a call from Melissa who requested a door prize for their employee Christmas party to be held on December 19. Will mail her a $10.00 Walmart gift card.


Description:
Kathy Alexander and I dropped in with doughnuts to visit Sonya Myers.  Sonya is just returning from surgery and is only working partial days at this time.  She had not arrived at work.


Description:
Kathy called to make sure that Sonya Myers received the invitation to the sponsor company luncheon and to see if they have any credit union related needs at this time.  Sonya stated that she would check her calendar and call Kathy back with her intentions regarding the luncheon.  She also stated that she does not have any needs at this time.


Description:
I delivered Vantage tickets to this sponsor.-KM


Description:
Ron George and I delivered the holiday premium.  We were able to meet Sonya and talk with her briefly.


Description:
Called on Sonya Myers who ws out for the day. Delivered holiday premium and profile of company. Left 2 packets for new staff members. Receptionist verified # of employees as 10.


Description:
Julia Martin and I stopped in to meet Colleen Brooks and to deliver the holiday premium.  We were able to speak with Colleen and to personally give her the premium.  We offered our services and told her that we would be glad to hold information sessions for the staff.


Description:
Called and introduced myself to Collen Brooks. Asked for an appointment, she will get back with me.


Description:
I was assigned this SEG due to location. Called 2-13 to set up a time for an appointment. I wanted to introduce myself. She did not return my phone call. Called her again and left message 2-26-01


Description:
Left a message for Ms. Brooks about an enrollment.


Description:
Left a message about an enrollment  for Kim Mcdormant.(659-3295)


Description:
Left a message for Carol Hudson (W-S offis) ph# 336-725-0506  sent a  Fax to Oscar F. Stewart( Kernersvill offis) ph#336-996-3971, Fax#996-2140  about an enrollment.


Description:
Enrollment at Kernersville offis: I sow 18 employees(6-current members) with the following results: 8 new members,3 checking accounts,2 cars appl,1 visa appl, several Sefe Passage ref.


Description:
Left a message for Winston-Salem location and Advance about an enrollment (07-28-2003) and (07-29-2003)


Description:
An enrollment at Winston -Salem ofiis(employees only, no realtors) with the following results( Isaw 5 employees): 3 new members,2 checking accounts,2 visa ref,2 direct deposit,2 payroll ded.


Description:
Enrollment at Advance offis: I saw 21 employees(5-current members) with the following results:13 new members,6 checking accounts,3 car loans appl.


Description:
I received the sponsor company representative survey and updated the system per the information on the survey.

Company:
Consumer Credit Counseling Service, Inc.


Description:
Both Karen and I received calls regarding their new office location and they also expressed a need for 10 membership packets.


Description:
I delivered 10 new membership packets to their new office.  I did meet and I talked with the new director Pamela Gagner.


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


Description:
I called to verify the fax number.  I also asked if they are in need of supplies at this time.  I was told that everything appears to be fine.


Description:
I talked with Pam Gagner about a visit to the agency executive directors of the non-profit agencies.  They are in favor of a presentation from the credit union about the benefit of credit union membership to their employees.  The contact person is Jean Irvin of the Juvenile Justice Council.   I also asked Pam if she would consent to be the Spotlight feature article for the next edition of the In Touch newsletter.  She asked that I call her after the Memorial Day holiday to schedule the interview.


Description:
At Pam's suggestion I called Jean Irvin at the Juvenile Justice Council to talk with her about AFCU attending one of the Executive Directors' Meetings of United Way Agency Directors.  Jean stated that she would need to propose this to her Executive Committee for their approval.  She stated that she will give me a call back once the agenda has been set.  She stated that it may be the July meeting before we can make it on the calendar.  The Juvenile Justice Council has affiliated with City Employees Credit Union within the last three months.


Description:
CALLED PAMELA  GAGNER LEFT MESSAGE ON MACHINE  IF SHE NEEDS SUPPLIES OR HAS ANY QUESTIONS TO PLEASE CALL ME. LISA


Description:
I called Pam Gagner to schedule a time for us to sit down and complete her interview for the 3rd quarterly edition of In Touch.  I left a message on voicemail.


Description:
I interviewed Pam Gagner, the President and CEO to be spotlighted in the 3rd Quarter edition of the In Touch newsletter.


Description:
CALLED LEFT MESSAGE FOR PAMELA TO CALL ME. LET RECPT. KNOW IT WAS RE: SUPPLIES, QUESTIONS, ETC.


Description:
I left a holiday premium for Ed Roach. This is not a qualified visit.  He was away from the office.


Description:
I left a voice mail for Pam Gagnor.  Her voice mail said Pam Gagnor Wyatt.  I asked that she call me back to confirm receipt of the holiday premium and to hear about our new products and services.-KM


Description:
I received a return email from Barry stating that he has been informed that an onsite visit will not be allowed.  I copied the email and placed it in the file.


Description:
I received the sponsor company survey and updated information as stated on the survey.
6/6/00 I spoke with Ana of this firm and she said that all employees are not in one location.  She prefers to wait until mid-July when the location is  resolved and everyone is settled in.  I have marked my calendar for follow up then. Also, a key point in the 3/31/00 business article is that once they pick up the additional markets-if they add staff in those areas we need to market to them.-KM


Description:
LEFT DETAILED MESSAGE ON VOICE MAIL ABOUT EVENT DAY FROM THE SURVEY. -CP


Description:
7/3/00 A newspaper article re: their staffing and locale is in their folder.-KM


Description:
I left a message on Ana's voice mail requesting a luncheon meeting so that we could discuss an opportunity for RCFCU to conduct a new employee signup for their new staff members.


Description:
I returned a call to Jamie Atkins who stated that my message had been passed to her from Ana.  I am trying to schedule a signup for this group.  I left a message for her to return my call.  Her number is 722-8300, ext. 158


Description:
I went by to see Jaymie Atkins who is the new Marketing Specialist for the company.  She is a former Glaxo Wellcome employee and loved the credit union there.  She was very interested in our car loan rates.  She informed me that four employees were hired on yesterday.  They expect to hire approximately 25 more employees before the end of the year.  She will poll the employees to see if they are interested in having an employee presentation or signup.  She stated that since she began her job in June there has not been an all staff meeting.  She also discussed their sister company, Xqsite.  The person in charge of this group is Monty Jackson.  I gave her one of my cards to give to Monty so that he can contact me and schedule a meeting.


Description:
I stopped by to visit Jaymie and to thank her once again for her help with the DW Golf Tournament.  I left golfer goody bags for two golfers from Net Unlimited who did not receive them at the tournament.


Description:
Julia Martin and I stopped in to deliver the holiday premium to Jaymie Atkins.  Jaymie was in a meeting and was not available.


Description:
Called Becky Peterson after noticing that this company has opened an office in Charlotte and plans to open offices in Atlant, Washington, DC, and the Triangle area.  Becky said that the two gentlemen who are working in Charlotte previously worked in the W-S office and are aware of the credit union benefit. She will give our credit union package to all new employees since they are all paid from Winston Salem. She has plenty of packages at this time.


Description:
I called Jaymie Atkins to discuss the move to the new site and to verify the current number of employees and to ask about conducting an onsite information session for the staff.  She was not available so I left a message on voicemail.

Jaymie returned my call and I returned her call and let another message on voicemail.


Description:
I called Becky Peterson to talk with her about scheduling a re-enrollment for the employees.  I left a message on voicemail.


Description:
I emailed a request to Becky Peterson stating that I would like to come out and conduct an information and enrollment session for the staff.


Description:
I stopped in to deliver the holiday premium for Becky Peterson.  The office was open and there was no greeter at the front desk.  I left the premium on the desk of the receptionist to be given to Becky.


Description:
I talked with Mr. Robin Yates today about a re-enrollment.  He said that most of the staff work at different locations.  An early morning meeting or late afternoon meeting would be best.  He will meet with Becky Peterson early next week to have he rto put this on her "to do " list.  The receptionist is answering the phone as "Divine", formerly "NetUnlimited".-KM


Description:
Dealership has relationship with Wachovia rhat allows employees to have free checking. A branch is within walking distance to dealership.  They have actively pursued credit union membership.  Sales manager has joined and done loans.

Company:
North Point Chrysler Plymouth Jeep, Inc.


Description:
Jeannie called Candace to make sure that she received the invitation to the sponsor company luncheon.  Candace will not be ablel to attend the luncheon, she will be out of town.


Description:
Belinda Wilson and I stopped in to visit Candace Pegram.  I was able to meet Candace.  She stated that they currently have 73 employees.  A new computer system was added the first of this year.  They are a totally separate store from the Pontiac dealership.  Candace is the mother of three children, twin girls and a boy who are nine months apart.  We did leave Munchkins and our business cards.


Description:
I talked with Candace Pegram who transferred me to Harold Brown who was interested in receiving the complimentary tickets to the Vantage.  Harold stated that Jeff (the owner) usually does sponsor events in the community and that he would mention the DW to him.  He also stated that he felt that $250 was expensive for a hole sponsorship with no golfers.


Description:
I stopped by to deliver the complimentary tickets to the Vantage Championship to Harold Brown.  He stated that he would talk with Jeff, the Business Manager, about sponsoring a hole for the DW if we would consider allowing one golfer with the $250 hole sponsorship.


Description:
I met with Candace Pegram to deliver the holdiay premium and to talk with her re: products.  She said that they have a high turnover and that she needs 30 packets.-KM


Description:
I stopped in to deliver the new membership packets that Candace had requested.


Description:
See note in File: This account has been assigned to Brack Morton, mgr of Whitaker Square Fin. Ctr. All activity to be recorded on Calling Officer reports for input to SEG MGR. Sent Maxsell report of employee listing and history of calling reports.


Description:
Julia Martin and I delivered the holiday premium.  We were not able to meet Pam McCoy.  Pam was out of the office.

Company:
Northwest Child Development Council, Inc.


Description:
I stopped in to deliver the holiday premium.  I was told by the receptionist that Pam was at lunch.  I left the gift with the receptionist to give to Pam.


Description:
Pam McCoy and Karother Scott attended the Annual Sponsor Company Luncheon.  Pam completed the sponsor company survey.


Description:
Visited briefly with Pam McCoy when she attended our SEG Luncheon.


Description:
Lisa Southard and I dropped off doughnuts and asked to see Phil Wiles, who has been replaced by Tracie Bullins.  They have four staff here in the Winston office and will be hiring two more soon.  The Greensboro office has two employees.  There are approximately 120-125 nurses.  They sometimes have gatherings on Friday to discuss benefits.  We talked at length with Kathy Cooper who was very interested in the credit union.  We were not able to meet Tracie she had just left to take things to the post office and she was also experiencing computer problems.  I did leave five new member packets.


Description:
Lisa Southard called to tell me that she had talked with Tracie Bullins and that Tracie would like for someone from the credit union to be on site on Friday, March 17.  She also stated that Tracie would like to include a stuffer in this week's paystub.  I called Tracie and left a message for her to return my call.  I talked with Tracie and she would like for us to be on site from 12:00 to 2:00.  They begin passing out paychecks during this time frame.  She will create a payroll stuffer to go in this week's checks.  She would like to receive and ad slick for the Winston Salem Journal.


Description:
I stopped by to visit Tracie and to get clarification on exactly what type of ad slick she would need from us to be used for her weekly ad in the Winston Salem Journal.  Upon my return to work I talked with Cathy Pace and Chery Swaim about providing the ad slick.


Description:
I called Tracie to let her know that if they wanted to use our logo in the ad if would have to be reviewed and approved by RCFCU Marketing prior to printing.  If they would like to just add our name into an advertisement they may certainly do so.


Description:
I was on site for an employee signup. I handed out nine packets.  Direct deposit is available to the office staff only.  They are paid biweekly.  The other employees are paid weekly and do not have direct deposit nor do they have payroll deduction available.


Description:
traciebullins is on maternity leave and they are short staffed therfore no one will be able to attend - cp


Description:
I dropped off new membership packets for the staff.


Description:
I stopped in and dropped off 20 new membership packets for the staff.  The office has relocated to 1411-A; Plaza West Road off Healy Drive.  I talked with Cathy who relayed that Tracie is in Atlanta for training.  I told her that I would be glad to bring in more supplies if necessarry.  I left my business card and DW brochures.


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


Description:
03-27-00  I mailed a package to Mr. Bunting.  He brought up the fact that they are with Members CU but that they would consider changing because our branches are closer. They will have a new HR manager in 3 weeks-marked for follow up 4/18.-KM.
5/8/00 I left a voice mail for Mr. Bunting to call me. If no reply, I will follow up.-KM


Description:
7/31/00 Clark Bunting has been named the HR Manager.  I have set an appointment with him for 8/14.-KM


Description:
8/14/00 I met with Clark Bunting.  He will refer the packet to two other managers.  They may pursue this via an overlap request.  He personally is in favor of joining RCFCU.-KM


Description:
9/8/00 I left a message for Clark to please update me on the status of affiliation with RCFCU.-KM


Description:
I left a message with Clark Bunting that the NCUA guidelines had changed and that I needed to talk further with him regarding affiliation.  I asked that he call back.-KM


Description:
Clark Bunting has a new manager in Mass.  He will be meeting with him next week. He will bring this up.  I emphasized that Princess House could be served by two credit unions, (Members and AFCU). I advised him that we need 25% participation.  It is highly likely that there are employees who are members of AFCU already.  I will call him back in a couple of weeks. We discussed the North Patterson Financial Center as being convenient, etc.-KM


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


Description:
I am noting this as "lost".  The company is near our Tobaccoville and North Patterson offices.  They are served by Members CU.  It has been more than one year since this process began.  They have not shown any commitment.-KM


Description:
03-27-00  Mailed SEG packet to Tracie McGee.  She sounded very interested. To follow up 4/11.-KM
4/12/00 I talked with Tracie. Things have been very hectic at their business.  They are definitely interested.  She indicated that she will be submitting the letter shortly.  Will follow up in 2 weeks if not received.-KM
5/11/00 Tracie again said they have been very busy.  She is interested in having the firm join RCFCU.  She said that she will call me on 5/15.-KM
6/5/00 I talked with Tracy today.  She plans to bring this up this week at an employee meeting.  I gave her Heather Allen's number to contact re: direct deposit.-KM


Description:
7/26/00 The receptionist asked that I send another package-they misplaced the original one.  I mailed lifestages and a sample letter of request to join RCFCU.-KM


Description:
8/22/00 Carol Knouse, Pat Payne, andCathy Pace met on 8/21. Subsequently, Carol and I reviewed the pending list and decided to note this file as a lost account.-KM


Description:
4/3/00 Per Mr. Rhyne, there are 8 Catholic schools between Greensboro, High Point, and Winston-Salem.  These will be consolidated.  The Diocese is looking to add this benefit of CU membership, especially since it is at no cost.  He said that there are 9 schools in Charlotte.  Are they being consolidated? I don't know.  He is very interested in convenience and branch locations for the employees. A SEG packet was sent to him.  A Mr. George Repass is the local (WS) contact and very much a proponent of Cus. Mr. Weldon is the CFO in Charlotte.  Will follow up in 2 weeks.-KM
6/13/00 I followed up with Pat Rhyne.  He advised calling back mid-July for an update.  He is definitely not considering us to serve their Charlotte employees; just Greensboro & Winston-Salem.-KM


Description:
7/13/00 I left a v. mail for Pat Rhyne to call me.  Cathy Powell has learned that the Catholic Social Services had talked with the Diocese to see if they could join RCFCU. They indicated that they were considering Truliant.  We don't know if they are considering them for Charlotte or the Triad or both.-KM


Description:
8/4/00 I left a v. mail for Pat Rhyne to call me re: their decision on joining RCFCU.-KM


Description:
9/22/00 Pat Rhyne called a month ago to say that he was on a temporary assignment and could be reached at 704-370-0405.  The decision has been put off for now.  When they do get back on the path of deciding-we, according to him, will be the only CU considered for their new school to be served by.-KM


Description:
I voice mailed Pat Rhyne to ask the status of their decision to affiliate with AFCU. I mentioned our financial center in Charlotte and he is aware of our many locations in WS.  I mentioned our free on-line banking option too. I will continue to follow up.-KM


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


Description:
4/3/00 Mailed SEG packet. Will follow up in 2 weeks.-KM
5/5/00 Per Donna Hendrix, Mr. Foltz(?) the President did not want to have the company join our CU.  I advised her to hang on to the information in case they changed their minds. I have marked this as a "lost" account.-KM


Description:
4/10/00 Left a packet for Deanna & called her Monday.  Advised her I will call in 1 week.-KM.
6/5/00 I checked with them 2 weeks ago.  It sounded as if there were personnel issues.  As of today, Deana said that Ron, the owner,had been on vacation for 2 weeks.  She asked that I check back with her at the end of the week. -KM


Description:
7/31/00 I talked with the office manager, Kristina.  There are 5 staff people and a lot of temporary employees. She said there is not enough interest. I am noting this as a "lost" account.-KM


Description:
11/10/00 Christina Branson called to say that they are indeed interested.  She cannot locate the folder of information.  She will see that the letter is forwarded.  I faxed a sample letter to her today.-KM


Description:
I signed up 2 of 4 employees seen.  The field employees said that they handled construction at our North Patterson branch.  Kristina was given 40 packets to mail to their field employees.-KM


Description:
Perry Swaim (Cheryl's husband) referred this company. I spoke with Janice Davis who requested a package of information for consideration of affiliation. Company's office is located on Lowery Street, approximately 2 miles from 5th Street office. Mailed informaiton.


Description:
Met with Janice Davis, Melissa Wagoner (daughter of owners), and Heather Bell, payroll staffer. Discussed payroll deduction and direct deposit in detail. They were completely in the dark and do not currently offer either one, even though they answered the Factors to Consider as if they did offer this. Their bank is BB&T and Heather promised to speak with the owners to see if they will allow her to contact BB&T to get an estimate of the costs associated with beginning the process.
I encouraged them to talk up our upcoming meetings in late June. I explained our primary services to them and told they our goal was to become the PFI for their employees. I also said that we wanted at least 25% of their employees to become members within 3 months. Will followup.


Description:
Planned and executed an enrollment event at this company. Saw 22 employees. 8 new meberships/6 checking account applications.
Direct deposit and payroll deduction will be available for this company in September, 2002.
Owners are Wayne and Kay Myers.


Description:
Conducted a second enrollment session for these employees. Saw 16 individuals and received 8 new memberships/4 checking account applications.
Also plan to call Melissa Wagoner, daughter of Wayne and Kay Myers, owners, to discuss with her the possibility of meeting with Dave Solomon to talk about the insurance programs and a 401-K plan for their employees.


Description:
Left a message for Melissa Wagoner regarding setting up an appointment with Dave Solomon to discuss their benefit program and how SFG can become a vendor.


Description:
Called Heather Bell at 722-1150 ext. 1009 to see what progress had been made in getting payroll deduction and direct deposit. She said they wanted to do this by Sept. 1 but that they were in process of changing banks and wanted to wait until that was completed. She promised to call me when they were ready. This sounds sincere and I believe she will call me back.


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


Description:
Spoke with Susan Smith regarding the enrollment of this group. Susan is already a member as is another employee. I will probably meet with only 4 people of their 7 employees. Meeting scheduled for Monday, July 15 at 8:15 am. Take doughnuts. After the enrollment session, I plan to meet with Susan and with Terri Pritchard, their president, regarding the 2600 independent insurance agents who are contracted with them.


Description:
Planned and executed enrollment for this group. Saw 7 employees with the following results: Opened 4 new memberships/3 were already AFCU members. Also spoke with Susan Smith and Terri Pritchard regarding their 2600 insurance agents who would like to affiliate.
Called NCUA and spoke with Joe O. about this. Details in 3rd Party file. E-mailed information to Susan Smith.


Description:
Called Jim Bailey regarding affiliation. Two previous calls had not been returned but he is still interested and asked that I mail another package of information I will put a note in my calender to call him in 2 weeks for follow-up.


Description:
Left a message for Jim Bailey to call me.


Description:
Left message for Jim Bailey to call me. If he does not respond today, I will consider this Lost. He sounds excited but does not follow-thru to discuss this with other. Will take no further action unless I hear from him.


Description:
Called Jamie to see what decision they had made. She returned my call to say that they have just completed opening a new distribution center in California and have been everything else on hold. They hope to get back to the credit union issue soon.


Description:
Spoke with Jamie who said that their management had not made a decision either way and that this is not their top priority. They had wanted us to encourage direct deposit and quite a few employees are doing this anyway. 
Will move to Lost at this time, even though she said that she still has our package and may call me later to get the process started.


Description:
Called Tony Snyder. Said he had been busy and had other things to take care of. He is still intererted and will review the material within the next few weeks. The plant will close down for the week of July 4. He will plan to call me the 3rd week of July to see how to proceed.


Description:
Received a voicemail from Tony who said that he was working on the letter and would get it to me ASAP.


Description:
Tony called me to say that letter was ready and that he would fax to me. Received letter and requested his Factors to Consider so that I could proceed.


Description:
11-4 Charlotte Matthews stated 527 employees, did not see them all. 
11-5 Charlotte- Wesley Care 327 employees

signed up total 29 memberships, 3 checking and 4 holidau clubs. 29 payroll deductions.


Description:
Signup at Ortho Hospital and Airport Lab.signed up 24 new members.


Description:
Orientation saw approx 35 employees, signed up 5 new memberships.


Description:
Ike visited Charlotte FC on 11-11-02. He was introduced to Cynthia Brown and Cynthia Gant. He asked me to send flowers to each of them from him. Looking at options to add night deposit and work on parking situation.


Description:
Spoke with Stacy Sumner who is the director of Presbyterian's Foundation. In about two weeks, she will be sending me information regarding the charities that they support. A large portion of their money goes to Hemby Children's Hospital approx $200k. Each year. Her phone number is 704-384-5331


Description:
Orientation session conducted. Low number of employees participating due to the holidays (limited hiring)


Description:
Orientation session was still scheduled even though it is a holiday. I asked for a volunteer to work it and Mary Elizabeth volunteered. She opened 5 new memberships and provided information to all attendees.


Description:
emailed Vicki Stokes to see if she could give me the email address for the Matthews Hospital location so I may contact them and let them know about the new service center locations in that area.


Description:
contact person for Matthews location is Marian Sharpe. Her number is 704-384-6595. I called Marian and left her a voice mail to call me and let me know if we can hold a session to inform the employees about the new service center locations.


Description:
We learned that Charlotte Metro is being told by the owner of their building that they may not renew their lease at the end of February. Contacting Jacque Gattis to discuss on site presence.


Description:
Scheduled a meeting with recruiters for Presby to give them information on Allegacy and to enlist their help telling the new hires about our services. Usually the employee signs up for direct deposit with recruiter before they attend orientation sessions. Rawal Barker agreed for me to speak on March 5th at 9:30 am.


Description:
Received word from member that Wesley Care (327) employees was being sold to Liberty Health Care on 3-31. The personel contact at this location is Annette Green, 704-384-8300. I called and left message for Annette Green to call me so I could find out situation.


Description:
Mary Elizabeth held signup with Teresa Green's Dept Belk Heart Center. She saw 18 and signed up one new member.


Description:
Beth Madouse visited Eastover Pediatrics to deliver packets to Vickie Johnson. They currently have approx 35 employees and 2 members. She would not let us do signup but would take the information to distribute to employees.


Description:
Ike Keener met with Ed Case on 3-3 to discuss AFCU and see about improving relationship. He gave Foundation President Arthur "Rusty" Brink Jr. A check for $5k same as we did for Novant here.
On 3-4 Ike met with Steve Carpenter about our facilities. Steve has a daughter that has Down Syndrome. He currently has a car loan with Charlotte Metro credit union. While in his office, Ike called Connie to help him find a car.

Steve had said that he will work on getting us a parking space outside the building and he believes that in 2004 (toward the end) we can get space within the hospital campus.

Ike asked me to send all three a letter and pen thanking them for their time


Description:
Held sign up with the recruiters in employment. Saw about 17. Several were already members and have recently fincanced their cars with us. Rawal Barker and Marian Sharpe gave testimonials. I shared koozies and information packets with them and left pen on a rope with them to give to new hires. I asked them to please pass on Allegacy to all new hires as a direct deposit vehicle for them. It was very well received. This was set up by Deborah 704-384-0024.


Description:
Received permission from Marie Lowther in the Presbyterian mail room to put flyers in department mail boxes. There are 385 departments at Presbyterian and around 80 at Forsyth.


Description:
See report of activity under The NC Baptist Hospital.


Description:
Had lunch with Marc Sears, the Director of Benefits and Compensation. His phone number is 336-716-6266 fax is 716-5553 and email msears@wfubmc.edu

he was receptive for us to start participating in their orientation sessions. He said he would talk  with the responsible parties and get back in touch with us.
Emailed him to check status.


Description:
Please see Belinda Wilson's notes for 1/3/03. Marc will very likely follow up with Belinda about having us on site during employee orientation. We did provide materials for their orientation sessions.  We need to check with him or his assistant in case we need to replenish their supply of our materials.  Marc mentioned that they do not get to carry over vacation and many people take vacation at the end of the year. I think that we need to verify whether the school has an intranet and whether they have added a link to our web site and also if the school has a benefits binder that they give to new hires--what material is included regarding the credit union?

Also, from the perspective of the School's office space and our possible location of an ATM or kiosk in the new Piedmont Triad Research Park,  we need to keep aware of any relocation of departments to that area and report this to senior management.  The Winston Salem Journal has reported that there will be an estimated 10,000 people working the Park I within the next five to ten years.-KM


KM


Description:
Received email from Marc Sears. He stated that they are in process of rewriting their orientation program for 2003 and after they are finished with the script, he will see if they can give us 5 minutes. He said he would let me know the outcome.


Description:
Emailed Cathy Huffman (chuffman@wfubmc.edu) 716-6702 about the resident packages. I have arranged to meet with her on Thursday 3-6-03 to show her the packages and see if she will allow us the opportunity to meet with the residents when they arrive and give them the gift. I am going to give her packets to mail to the residents along with all the other banking information they receive.


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

Jan Tucker stated that she is receptive to an on-site Credit Union Day event once a year, and is willing to have a representative on-site twice a year.  She would like to have information on Direct Deposit.


Description:
I emailed Caroline Hawse about holding an enrollment session for her staff in Charlotte. She said that she was passing this info on to Greg Aker (pres) and Jan Tucker (HR) to schedule us for their monthly staff meeting. They are having a new 401K plan administrator who is coing to their January meeting.


Description:
She told me that there are 33 employees in the company starting next week. We got approval for meeting and Jan Tucker should be emailing me with the scheduled dates and times.


Description:
received an email from Jan stating for me to call her mid February to schedule enrollment. I marked my calendar to follow up.


Description:
received a call from Jan Tucker requesting an enrollment. She said there are 30 employees and 5 are members. She will give me 10 minutes at a staff meeting July 28th at 8:30 am. She said we cannot stay to colelct interested members. She will collect and we can pick up at a later time. I arranged with Keen to go back and collect memberships.


Description:
Held information session for all staff at regular scheduled meeting. Jan allowed me to talk for ten minutes and tell them about Allegacy. She is going to collect applications from interested candidates and Keen is going to pick them up next week. She said they are in process of reorganizing. They are letting go of some positions, moving some and hiring. She is also keeping drawing information. I provided them with pens, popcorn and change purses.


Description:
9/25/00 I met with Laura Harrell.  They are affiliated with Members CU.  I stressed our many locations and our ATMS versus their one location and no ATMS.  Members encourages the use of Cash Points. I will follow up on this lead.  Vernon Foster and Ike know the President of this company, Bruce Brown.  Adele Knits operates three shifts.  Laura indicated that they do not like to have  employees away from their posts.-KM


Description:
Ike Keener left word with Cathy Pace that Bruce Brown wanted a presentation.  Ike is out of the office today.  Per Carol, I called Laura Harrell to ask what type of presentation he needed-was it one similar to what she and I went over or something for all of the staff?  I called her on 2/6 and faxed over a sample letter.-KM


Description:
Due to inclement weather, the appointment will be rescheduled.-KM


Description:
I left a message for Laura Harrell to check Bruce and Andy Brown's schedules re: my presentation.-KM


Description:
I gave a presentation to Andy and Bruce Brown and to Laura Harrell and Rena.  Rena is a member of AFCU and uses home banking and WebPay.  Bruce wants us to do a presentation for the employees, all shifts, and to have maps of our locations available for the employees to see. He also wants a Spanish speaking rep there as they employ Hispanics.   We need to include the CU Service Center. I told them that we wanted to do the initial sign-up and a second one 4 months later and then others later on.  I told them that we need 25% participation at the initial sign-up and 50% thereafter.  Bruce Brown thinks there will be a high percentage of participation and that our financial centers are a big plus as is the home banking and the VISA check card.-KM


Description:
Karen and I conducted a presentation for the first shift employees at 2:30 p.m.  We saw 27 employees and provided them with membership packets and an overview of the services that are available through AFCU.  Courtney Chandler accompanied us.  We did have a drawing and gave away an AFCU golf umbrella.


Description:
Karen Morgan and I conducted a presentation for the second shift employees at 3:00 p.m..  There were 17 employees and we received one completed new membership application.   We provided the group with new membership packets and an overview of the services that are available through AFCU.  Courtney Chandler from the Call Center accompanied us.  We did have a drawing and we gave away an AFCU golf umbrella.


Description:
participated with karen morgan and carol knowuse in the richmond office. - cp


Description:
visited with  carol and karen say about 150 and 71 signed up. - cp


Description:
visited with carol, karen and keri in the chicago niles bakery- cp


Description:
visited the chicago bakery from 10-5 p.m. -cp


Description:
Replied to an inquiry from Mr. Kangur regarding payroll deduction and direct deposit. They do not offer at this time but will consider in the future. I explained the d-file in case they want to use that.
Also mailed a poster for their schedule enrollment on Jan. 16 at 11:00 am.


Description:
I held the enrollment for this new affiliate. Three of  four people in attendance were counted as new members.-KM


Description:
I spoke with both attorneys today.  I mailed Attorney Kangur a membership packet.  I also advised Sarah Spainhour, assistant to Ike Keener to please invite Attorneys Tornow and Kangur to tour the new building on Westbrook.-KM


Description:
I met with Attorney Kangur re: opening his accounts.  He said that he will check with us regarding our mortgage rates once he is ready for a permanent loan. I promoted the CUABS also.-KM


Description:
Attorney Kangur is interested in having an in-law join AFCU.  I assisted him with this.-KM


Description:
I called and left a message for Tom Kangur letting him know that I would be glad to pick up information at his office.  Karen had asked that I pick up membership information for his wife and mother-in-law.  Karen's instructions also informed me that once everything is entered into the system then I should call Michele Holcomb who will in turn call his mother-in-law who is very interested in an auto loan and the Auto Buying Service.


Description:
My husband and I attended an open house at this firm's office.-KM


Description:
Ms. Merricks prefers that I mail information first and then set the appointment.  She will discuss this with the doctors first.-KM


Description:
I left a message for Gail Merricks to call me.  She was away from the office today.-KM


Description:
I called the office to follow up. Gail was not in.  I'll follow up again.-KM


Description:
I finally was able to talk with Gail. She did not seem to remember the material that had been mailed to her. She said that all of what I had to say sounded good and that she would try to locate the information and discuss this with the doctors.  I advised her to call Carol Knouse mid to late January if she needed some additional information. She said that she may need someone to visit her. I did not discuss the process with her re: NCUA and board approval.-KM


Description:
Called Gail Merricks today. She has the package of information and has mentioned this to the doctors. She thinks it sounds good but no decision has been made at this time. She asked me to call her back in 2 weeks to keep reminding her of this project.


Description:
Called Gail who said that she has not done anything with the information I sent to her. She said that the doctors were so busy that they would not take time to meet with me. She asked that I allow her another week. Will follow-up. If they do not respond this time, I will consider as Lost unless we hear from them.


Description:
Spoke with Gail who requested that I send her another packet. She gave the information to one of the doctors who has not returned it. She will try very hard to discuss this and get an answer to me.


Description:
Called Gail again today. She has given the new packet I mailed to the doctors. She will speak with them and call me back by Monday, Mar. 31. If I do not hear from her, I will consider this account as Lost.


Description:
Since I did not hear from Gail, I will consider this account as Lost.


Description:
I met with Pat Shehan.  He worked for RJR for 18 years and is a member of AFCU.  He is definitely interested in this benefit.  I e-mailed a thank you note to him, the sample letter of request to join, and the factors to consider form.  I will check with him in a couple of weeks on his decision to join AFCU.  I believe he will do so.-KM


Description:
I met with Pat Shehan, the president of this chain of stores.  He worked for RJR for 18 years and is a member of AFCU.  He seems very interested in this as a benefit for his company. After introducing Eagle Plus to him, he expressed an interest in switching from Premium Checking to Eagle Plus.-KM


Description:
Received a call from Pat Shehan inquiring about enrollment for his employees. Carol will meet with 5 office personnel to take them information that they will take out the about 35 other local employees. Discuss products and services that they can relate to and forward to others.
Mr. Shehan will provide names and addresses of employees in remote locations so that we can provide a mailing to those people.


Description:
I met with Pat Shehan and his CFO, Sandra Ackley.  They wanted to go over our products and services.  I referred Pat to Denise White in  Safe Passage.  Pat said that 13 o f his employees are already members of AFCU. He has been a member since 1978. They said that they do have a high turnover rate.  They do offer direct deposit but seemed a little sketchy on payroll deduction. They feel that their employees would benefit from knowing about credit union service centers and no surcharge ATMs in NC and VA. I met with only one other employee and did obtain her application for membership.  We plan to handle a maililng to his employees. Sandra did provide a list of employees for us. -KM


Description:
This is not a qualified visit, but I didi go to the store on Peters Creek to pick up the cover letter for the mass mailing to Tar Heel Tobacco's staff.-KM


Description:
The mass mailing went out to the employees of Tar Heel Tobacco.-KM


Description:
Left a message for Sandy abaut an enrollment(05-28-2003)


Description:
8/22/00 I left another v. mail for Janet Temas. If no reply by mid-September, I will consider this as a lost account.-KM


Description:
No one in attendance, (six people), signed up.  Janet Temas said that she is trying to get direct deposit lined up via her commercial banker.-KM


Description:
I received the RSVP from Ivette Davis for the sponsor company luncheon.


Description:
This was not a qualified visis as I was only able to leave the holiday premium with the rep at the front desk. Gloria Duckworth, the former SEG rep, is no longer employed there.-KM


Description:
3/16/00 I made a phone call/cold call to them on 3/14. Mailed pkg at their request.  Will follow up in w 2 weeks. - KM
4/3/00 I talked with Shelia Holden.  3 of the firm's 6 employees are already members.  They do not have payroll deduction.  I discussed with Carol Knouse and she advised that it would be "ok" for the remainder to join.  I relayed this to Ms. Holden. She said that she will forward the letter of request to join.  I discussed the procedure; NCUA & our Board approval, etc. with her.-KM


Description:
6/23/00 I did a follow up to Shelia Holden.  She said the non-members, three people, were not interested in joining.  I advised her that if they reconsider to let us know. For now, we will consider as "lost".-KM


Description:
3/16/00 Cold telephone call to firm made 3/14.  Beth Faulkner very interested. Mailed package 3/16.  Will follow up in 2 weeks. - KM
4/3/00 Beth Faulkner said they do have payroll deduction and they do wish to join RCFCU.  The letter will be forwarded soon.-KM


Description:
saw 5 employees and 4 joined.  1 was already a member and we are recoding.  Left packets for the other 3 employees.


Description:
Ron George and I stopped in to deliver the holiday premium.  We were not able to see Beth Faulkner, she could not be disturbed.


Description:
Called for Beth Faulkner who was at lunch. Spoke with Patricia Creed, Receptionist. She verified # of employees as 6. Suggested I call Beth for name/address listing and to offer an enrollment.


Description:
03/15/00 I made a cold call, left SEG packet and they called back 3/16 to say they are interested.  Will cover it at their next staff meeting and let us know. I sent a follow up written thank you.   I will follow up with them in 2 weeks.-KM. P.S. verify their address
4/3/00 They are still considering joining.  Check back in 2 weeks.-KM.
5/5/00 I spoke with Kathi Wall.  She said that they are not interested at this time. Several of the sales agents are members of a credit union already.  I requested that she keep the information and to let us know if they change their minds in the future. Coded as "lost".-KM


Description:
03/15/00  I had called her on 3/10 & she called back.  Dissatisfied with Members CU.  I met with her at QST on the 15th & reivewed our services/benefits.  Followed up with a letter, etc. and will check back with her at end of month. -They have 600 employees total; the local plant has 275.  KM.
4/3/00 Called Karen Brown.  Call back Thursday-too busy to talk.-KM
4/28/00 Karen Brown was too busy to talk-asked that I call next Wed..-KM
5/3/00 Karen said, reluctantly, that it was a corporate decision that they will stick with Members.  I told her that I accepted this and to please keep the material that I left with her should the decision be reconsidered.  I reiterated our extensive product offering and our superior service.  I am considering as a lost account.-KM


Description:
3/20/00 Last week Belinda Wilson advised Carol Knouse that Prudential does not have a Credit Union.  I called Cindy Blackwell and then Scott Hanes, the CFO and then the Director of Operations-Chris Rhodes.  He asked that I mail a packet to him for review. They mentioned that they have 17 offices locally.  There are probably over 100 agents.-KM
4/3/00 I followed up with Chris Rhodes.  Left a message asking him to call.  Will follow up in 1 week if no reply.-KM


Description:
9/22/00 I left a message for Robert Helms to call me.  If I do not hear from him by next week I will mark this as lost.  I have been trying to set an appointment since March.-KM


Description:
10/4/00 I met with Robert Helms and Chris Rhodes at Pru's office on Knollwood-Suite 420. They do not think that we have any products that their employees cannot obtain via Pru Securities or the local banks.  They are not in favor per their employees/agent's request to allow us to hold a meeting to sign up members or attend their sales meetings to do this.  They do acknowledge that we have a strong presence here in WS.  They do not think that we have one in Raleigh or Charlotte-their other 2 markets.  I mentioned the branches in Charlotte.  They did not seem impressed.  Mr. Helms is on the local advisory board of Bank of America.  He wanted to know who is on our board.  I faxed him the list and mailed Chris Rhodes an annual report.  They have approx. 700 employees and agents total; 250 are in WS.-KM


Description:
I talked with Robert Helms today.  He is trying to finish up year end concerns and get through the  awards banquet and then he may have time to review this offer again.  He said that I will likely need to meet with him and some of the managing agents in late March or April.-KM


Description:
Received an email from Lynne Haywood who requested 25 member packets. I emailed her back to find out if they had moved to the old Strohs plant yet. She called me back, left a message, and said that she was too busy to meet right not but that they had not yet moved. She is not sure when that will happen. I will mail 25 packets and will follow-up for more current information.


Description:
Visited briefly with Lynne Hayward and Lisa Craver? When they attended our SEG Luncheon. Lynne said that their plan to move to the old Stroh's location has been put on hold indefinitely. She thinks there is a good chance that they will not move from their Welcome location.


Description:
Left a message for Lynne Haywood about an enrollment (06-06-2003)


Description:
I tolk to Lynne Haywood about new prodact and servises with Allegacy.She will call me back in September 2003 and schedule presentation .New enrollment will be in October,2003.


Description:
Emailed AFCU's handbook article to Lynne Haywood for inclusion in their employee handbook. She responded at the May, 2003 SEG Luncheon that she would include information.


Description:
Walker will not be moving to WS. See article in office file.


Description:
Tolk to Lynne Haywood about an enrollment.She will call back in October( s. day and time)


Description:
Pat Valentine called at the requst of Pat Kight to apologize for not getting list to me.  They are rolling out a new product and have been busy. Also, making some changes in Floor Coordinators so she wanted us to have latest information.  Said it would be soon.


Description:
I delivered 100 new membership packets to Heater Barber per her request.  She stated that they will be adding more staff very soon.  She said that she is uncertain which office(s) will be affected by the additions.


Description:
I left a message on Pat Kight's voice mail requesting an opportunity for us to go forward with the planned events with their floor coordinators.


Description:
Carol and Pat talked and Carol was given the name of Diane Marshall as our contact for the floor coordinator breakfasts.  Diane's title is Resource Coordinator and her direct number is 336-747-2650.  She is going to fax me a list of the names of the floor coordinators.  She suggested that we consider having the first breakfast the first or second week of August.

I also talked with Rebecca "Becky" Briggs in the South Carolina office.  Becky has been trying to join RCFCU via the Internet and has been experiencing problems.  I gave her my name and number and told her that if she is not able to complete the transaction that she can call me and I will help her to complete her membership.


Description:
I talked with Diane Marshall about the sponsor company breakfast.  She stated that the six Charlotte coordinators would like to attend.  The date of the breakfast will be Wednesday, August 16th from 7:30am to 8:30am.  The breakfast will be held in conference room 15A.


Description:
I called Diane Marshall to let her know that I had completed the invitation for the floor coordinators' breakfast that is scheduled for August 16th.


Description:
I delivered the invitations for the floor coordinators' breakfast to Diane Marshall.


Description:
I returned a call to Heather Barbee regarding her need for new membership packets.  I left a message on her voice mail.  Heather's number is 747-4695.

I talked with Heather and she needs 100 packets by Thursday, August 17th.

I called Diane Marshall she is out of town through 8-14-00.  I left a message on her voice mail.  I wanted to discuss the RSVP's for the floor coordinator breakfast.


Description:
Spoke with receptionist who said that Mr. Nidhols is in the office everyday but often visits their plants. He is the HR Rep. But she was very careful not to give me much information.  They  manufacture upholstered furniture (sleep sofas, etc.). Company named for founder of company, now deceased.  Located on Fraley Road in High Point.  They do not have a website, just now installing e-mail. Would not give information about number of employees, payroll info, etc. Said she did not think they were interested but has never been a part of a credit union.  Will followup.


Description:
Belinda Wilson will begin monitoring orientation for volunteers. Scheduled sessions are at 9:00 the 4th Thursday of each month and the 2nd Tuesday of each month at 6:00 pm. Belinda will concentrate on the morning sessions.


Description:
Carol Knouse, Donna Hennessey, Napolean Richardson and I conducted an information and enrollment session for the employees.  We saw 62 employees and received 30 completed membership applications.  There were six employees who are currently AFCU members and the accounts have been recoded to reflect employment at ACS.  

We had drawings for four Applebee's $10.00 gift certificates.


Description:
I delivered the holdiay premium to the front desk as Teresa Bell was in a meeting.  This does not qualify as a visit.-KM


Description:
I called and talked with Nicky Dodd at the request of Brooke Dahl.  Nicky works in Human Resources and has stated that they plan to implement direct deposit and would like for the employees to use Allegacy.  I told her that we really need to come out for a second visit and that we would love to talk with the employees about direct deposit.  She stated that she will probably not require it until late summer or early fall.  I told her that we will be glad to come out on Friday, June 14th from 9:00 a.m. until 12:00 noon.  I told her that I would call her on Monday, June 10th to confirm and that I would also send her a poster for her to forward to all staff via email.


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


Description:
I called to confirm an information session scheduled for Friday, June 14th.  I was told that Nicki Dodd was out of the office on leave of absence.  I left a message in Teresa Bell's voicemail box.


Description:
Teresa returned my call and confirmed that it is okay for us to come out and conduct an information session for the staff.  She stated that she would find out if the conference room was available or locate other space for us to be available to the employees.  I told her that I would email a poster announcing the visit and that I would also bring refreshments on Friday morning.


Description:
Carol Knouse, Frances Campbell, and I held an enrollment session today at ACS.   We saw 26 people. Thirteen were already members.  We opened 7 new accounts, 4 checking accounts, 3 blast off accounts, and had 2 Safe Passage referrals.  We talked with Teresa at length.  She will incorporate information about AFCU into their benefit binder.  They will be mandating direct deposit soon.  We volunteered to assist with this project.  We promoted our VISA products, car loan rates and CUABS to the group that we saw.


Description:
Planned and completed an information session and reenrollment for the staff.  We saw a total of 26 people, 13 of whom were existing members.  We received 7 completed new membership applications, 4 checking account requests, 3 new Blast Off Club memberships,  and 2 Safe Passage referrals.  I was accompanied by Carol and Karen.


Description:
Accompanied Frances and Karen on an enrollment session for this group. Referred one existing member to Traci Duncan, SPG.


Description:
Incoming e-mail from Teresa Bell was received.  They will include the information we provided in their new hire packets.-KM


Description:
called Nicki to talk about checking account. We had an employee that went to the Whitaker Park location complaining about the atm fees she was charged on basic checking. We told her about the totally free account. I pulled a report showing who had what checking account. I left message with her asking permission to proceed contacting employees offering to switch them to the totally free.


Description:
Talked to jennifer and they have their own credit union, Chatham Employees Federal Credit Union.


Description:
talked to jim who is new to the job.  Been there for 4 weeks.  He was not sure if they had a credit union and asked for me to call back on Monday 7/17 - cp


Description:
jim returned my call today and said he did not think they have a credit union.  He asked if we would be able to serve their plants in vermont, connectucut, ohio and germany.  I assured him we could.  We will be getting together the first week in august.  Jim have only been in his job for 4 weeks and has planning meetings this week and vacation the next.  - cp


Description:
Jim is out of town again but will be back in on Thursday 8/10. I left a message on his voice mail. - cp


Description:
dropped off packet for jim collier. - cp


Description:
talked to jim to follow up.  He said he had talked to the VP of HR in the corporate office.  She is not opposed to it but the timing is off.  They are converting payroll systems and can not add a benefit for deductions at this time.  They both agree the credit union is a great idea and asked me to stay in touch.  I told him I would follow up in 2 months.  - cp


Description:
still very interested and would like to persue but timing is off.  Asked for me to stay in touch and cll back in another 2 months. - cp


Description:
left message on voice mail, ann called back and they have a creidt union.  Joe brown handles the credit union.  His number is 373-7280 - cp


Description:
Mailed notice to Mr. Brown regarding affiliation. I also sent him a copy of our last newsletter and of the name chane announcement. Will follow-up


Description:
FC & I held a sign up session for this group.  We saw 15 employees. We recorded 9 of 15. Seven new accounts were opened and we also noted two additional existing members.   Two children's accounts were opened.-KM


Description:
Karen Morgan and I conducted an enrollment and information session for the staff.  We saw a total of 15 employees, we received seven completed new membership applications and saw two employees that are already AFCU membes.  There were two children accounts that were also opened.


Description:
I called Randall Brummett and asked him if he is aware of the letter of understanding that would have been signed by Mr. Harris.  He stated that he would look for it and return my call.


Description:
I followed up on a phone call to Randall regarding the return of the letter of understanding.  Randall stated that he had talked with Mr. Harris and that Mr. Harris has no recollection of the letter.  Randall asked that we send another letter to his attention and he will make sure that Mr. Harris signs it and he will mail it back to us.


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

I talked with Randall and he stated that he felt that it would not be worthwhile to have a re-enrollment.  He said that they have not had any turnover and that he does have information packets available to distribute to employees.  I told him that an onsite visit often spurs questions and interest in employees.  I also mentioned that I only wanted to be onsite to answer questions and enroll any employees who might not have had an opportunity to stop by one of our offices.  He still stated that he did not feel that it would be worthwhile to have an onsite visit.


Description:
Met with Keith Hill in the absence of Randall Brummett. Asked to speak with Mr. Harris who said all benefits vendors need to meet with Randall. Keith is a member since his father was RJR. 
Delivered holiday premium. No further calls are necessary on this company. Company officials are not interested in this genefit.


Description:
I calld to Randall Brummett about an enrollment. I will go for enrollment on August,28 .


Description:
planned and attended the initial enrollment event for their employees.I saw 11 people/7 new members,6 checking acct./2 direct deposit,/4 payroll deductions/2 car loans appl.


Description:
3/9/00 I left a message on Carol Polk's v. mail. She said they are interested in learning more about RCFCU. She asked that I send a SEG packet.  I did so and will follow up by 3/22.-KM.
3/22/00 I called for follow up Carol Polk said that she had not had time to review the package and to please call back in a month.  Will call back on 4/22/00.-KM
6/7/00 Carol Polk advised that the benefits will be reviewed at the end of August, or the beginning of Sept. She asked that we call back then.-KM


Description:
I  met with Tamara Sides(spelling?).  She seems interested in having the company join RCFCU.  I gave her Cathy Powell's name and number too in case I am not available. -KM


Description:
9/8/00 I placed a follow up phone call to Tamara asking her to let me know of their decision to affiliate with RCFCU.-KM


Description:
9/12/00 Tamara Sides said that they have selected another CU.-KM


Description:
3/14/00 Allan Greenway advised they are not part of a CU. Asked that I leave a packet at the Brookview office. Will follow up in 10 days.-KM.
3/14/00 Packet was delivered to the office.-KM.
5/5/00 I called this office for an update.  Allen Greenway is no longer with them.  Two other people may be handling this per the receptionist.  Their names are Jim Carrier and Sherrie Dykes.  One of them is to call me next Thursday.-KM
6/13/00 I have attempted several times to call the office here in WS to talk with Sherrie Dykes or Jim Carrier.  When I called the Raleigh office it sounds as if Piedmont Hematology is part of a large corporation-NC Oncology or US Oncology.  I have asked Sherrie Dykes to return my call.-KM


Description:
7/7/00 I was transferred to a voice mail for someone named Sherrie.  I do not know if this is the same person that I have been trying to contact.  I requested that she call me.-KM


Description:
7/10/00 A lady named Mary Ellen in Raleigh said that there will be a new practice administrator in the WS offices by month end.  In the interim, Michelle Brogden is our contact.-KM


Description:
I talked with Chuck Wilcox of this company.  He visits the three Winston-Salem offices.  He said that there are 70 employees at the local offices and that they are adding staff. He said that they had discussed affiliating with a credit union in the past but that nothing had come of it.  I am sending him 3 packages for each location and will check with him again.-KM


Description:
I talked with Chuck Wilcox.  He has not reviewed the information but says he may be able to by the end of this week.  He said that I could check back with him next week.-KM


Description:
I talked with Chuck Wilcox.  He said the staff as a whole is not interested.  I asked him for details.  He did not know why they were not interested.  I asked that if they feel differently in the future for him to contact us.-KM


Description:
Mark Wilson had referred this group to Business Development.  I checked SEG Manager and noted that I had already contacted this group.  I asked Mark to let me know what he has going on with this group. He called back to say that the Safe Passage Group is working with Piedmont Hematology on group benefits.  He said that Kathy Norman is the new office manager for the practice.  Mark said tha US Oncology is selling off part of their holdings and that is how the opportunity has arisen for Safe Passage. Mark' s wife works there parttime.  He and his wife also know the docotr's at the firm on a personal basis.  The office is moving to a building behind the hospital.  They will have a new number. This hs been keyed into SEG Manager.  I will contact them at the end of next week. We need to update their address.-KM


Description:
I lunched with Kathy Norman.  She advised that they will be separating from their parent U.S. Oncolocy re: benefits and many other things.  She will survey the staff re: affiliation and advise further.  If interested, the letter of request to join and the factors to consider are to be received.  I have referred her to Mack Phipps re: her own personal tax prep needs. She is very interested in our corporate VISA account.  Per Peggy Brown of our VISA department, in order to get this program-the group must be one of our SEGs.-I will follow up with Kathy within the next 10 days.-KM


Description:
Kathy called to ask about the status of the affiliation.  The pre-board meeting was rescheduled, therefore, this group did not make it to the regular board meeting.  It will be approved in March per Carol Knouse.  I relayed this to Kathy Norman.  She said that several employees are anxious to join.  I mentioned the HLPT to her.  She said that the staff is still very interested in the corporate VISA card.-KM


Description:
5/19/00 I met with Van Brogden.  I think is the owner/operator of this business.  He indicated that he will forward the letter of request to join RCFCU.-KM


Description:
Spoke with Angie. Signups scheduled for Tues. Aug. 29 at 9:00 am. Take Pastries.  
They are paid weekly on Friday. 
Staff meetings held each Tuesday at about 9:00 am.


Description:
I stopped in to deliver the holiday premium and to talk with Joyce Sides.  Joyce stated that all is well but that she could use some new membership packets.  I left her with six packets to have on hand.  I also talked with Noland about refinancing his car.  He also has some certificates that will mature in August and he is hoping that interest rates will have climbed by then.  I also talked with Sharon Chandler about our mortgage products and she also had questions about how to use MIA-24.


Description:
Frances and I dropped by to allow me to meet Joyce Sides who was not available.


Description:
I MET JOYCE SIDES AT THE CHURCH OF. I DELIVER THE CK. FROM ALLEGACY AND I MET LORI CRUTCHFIELD-- PRINCIPAL ASSISTANT.   I WILL CALL TO PRINCIPAL   AN MON.01-13-03   ABOUT PRESENTATION    IN AUGUST  2003   (PH# 336-722-6100)--    MR . DAN DELONG .                                                                          I


Description:
Tolk to Lori Crutchfild about an enrollment in August. She will call me back about day and time.


Description:
Left a message for Lori Crutchfild about emploees orientatio in August,2003


Description:
enrollment for 1session.I saw 7 employees with the following results:4 new members,4 checking account, 3 car loans ref,3 direct deposits.2 payroll ded.


Description:
Left a message for Lori about new an enrollment in September.


Description:
New planned and attended the initial enrollment event for their employees:I saw 16 people/4 new  members,3 checking acct, 2 car loans appl.2 direct deposits,1 payroll deductions.


Description:
10/17/00 I met with Isolde Temples.  She will meet with the firm's partners on 10/26. I will need to check with her afterwards.-KM

Company:
Craige, Brawley, Liipfert & Walker, L.L.P.


Description:
I voice-mailed Isolde Temples to check the status of the firm's decision. I requested that she call back and I will also continue to follow up.-KM


Description:
They are not interested in affiliation with AFCU.  They may be in the future if the firm grows.  I advised Isolde Temples that the offer still stands and to contact us when they decide to join AFCU.-KM


Description:
10/17/00 I talked with the receptionist at the office and had talked with Dr. Daniels by phone the day before.  The office workers are on a temp. agency's payroll.  They will be on Dr. Daniel's payroll in a month.-KM


Description:
I left a message for Dr. Daniels to call me re: affiliation.  He had been interested in this from a personal aspect for debt consolidation, yet we have not heard from him.  He and his staff travel to Elkin, NC and will be available next Tuesday.  If he does not call back shortly, I prefer to consider this as a lost account.-KM


Description:
When I last spoke with Dr. Daniels about joining AFCU, he seemed very interested.  We have not received a letter and he has a very small practice and employs temporary workers.  I am considering this as a lost account.-KM


Description:
Visited with the employees of this company. Saw 8 people, including the owners and their daughter, Sarah. 2 joined onsite; 2 others said that their wives are members but that they want to join. The owners also said that they were planning to join. I feel confident that most will join after they have consulted with their spouses.
I also spoke with the owners relative to adding AFCU's benefit program; especially insurance products. This is a great group of folks and I enjoyed my visit very much.


Description:
Terri faxed the completed survey today. (Placed in their file). Copy forwarded to Dave Solomon for his use in soliciting benefits. Currently they bank at Wachovia (convenience-located 3 miles from their home/office). Payroll is processed inhouse. Not interested in changing at this time.


Description:
Mike Knight sent me an email requesting that I speak with Jerry Ranson of this company to discuss possible affiliation. I called Jerry who said that he would like to see an affiliation with AFCU but that he would want to speak with his manager and see if this is possible. He said that this company is already affiliated with Truliant. I then backed off and said that yes it was possible to have affiliations with more than 1 credit union but that we would not really push this since their employees already have access to a credit union. He requested a package of information which was mailed today.


Description:
Group was approved for affiliation today. I have made several contacts there to schedule enrollments, etc. And to request information on their Hispanic population.


Description:
Called Tracy Ashby to see when we can get together to discuss enrollments. She said that she would have to get with Derrick Sharpe and get back to me. I asked if it might be later today when she called and she said "I don't know. I will have to get with his schedule and I will get back in touch with you."


Description:
Spoke with Tracy Ashby about the payroll stuffer that Cheryl is working on. Tracy said that the stuffer would be stapled to the outside of the paystub. She suggested we include Hispanic information and infor on our EZ checking. She told me to call Marsha Brooks, Asst. Controller, to find out how many employees use "Cash Pay" cards. The company mandates either direct deposit or pay cards. I called Marsha who asked that I call her supervisor, Wayne Sloop, who told me that they initially had about 500 on cash pay but that they now have about 250. These cards are issued by Bank of America. The charge a fee of $10.00 to establish each account but the fee was waived until June 30, 2003. Wayne said that the Charlotte employees were the heaviest users of cash pay. He asked about our Charlotte office. I told him that it was small but that we could handle his 250 employees there. I also offered the use of the Community Room for Hispanic seminars, enrollments, etc. He seemed very interested in this. I will have Peggy Brown call him the week of July 28 after he returns from vacation.


Description:
Deliver payroll p/w to Tracy (09-17-2003)


Description:
New enrollment. Saw two employees. Per Phyllis they only have 4 employees. Both employees enrolled and one opened checking account. Gave them thermometers, chap stick and pens. No drawing held.


Description:
I have moved this account to Lost. Suggested that he go thru HLPT rather than as a SEG


Description:
Called Susie Owens to see what decision had been made relative to affilition. They are very interested but were waiting until their accountants in Salisbury, NC made a decision relative to obtaining a payroll processing company. I mentioned Kim Davis at ADP but Susie said that their accountants would make that decision. Expect to receive their letter within 2 weeks.


Description:
Called Susie Owens since I received a letter declining affiliation. I had apparently given her the impression that unless they could provide electronic payroll processing that AFCU would not be interested in affiliation. I called her back to clarify that. She will speak the Dr. Liu when she returns to work on March 17 and let me know.


Description:
Called Susie who said that she has not had time to mention this to Dr. Liu. They have hired a new PA and a new nurse and Dr. Liu is considering building a new office. They are out of space and have new computers waiting to be installed. She also mentioned that HIPPA is changing on April 15 which has caused a lot of training issues and paper work. I will email the letter and Facorts to Consider to make it easier for her.


Description:
Received letter of request and forwarded to Ike.


Description:
Received letter of request and forward to NCUA


Description:
Emrollment on 06-20-2003.  I sow 9 employees (4-current members) with the following results:4 new members,2 checking accounts,1Holiday Club,1Vacation Club,1 Cash card application,several car and visa ref,Sefe  Passage ref.


Description:
Becca Lucas came into the Westbrook office and inquired about affiliation. I met with her in a conference room on the 1st floow and gave her information relative to affiliation. The WS office of this company has been open for 7 years. There are approximately 150 employees company-wide. 15 work in W-S. Headquarters is in Bristol, TN

Company:
Clinical Trial Management Services, Inc.


Description:
Left a message for Becca Lucas to call me regarding affiliation. Becca called back to say that the proposal had been approved locally and had been sent to their President and to HR. She thinks we will receive something within a few days.


Description:
Visited this company for their initial enrollment. Only saw 5 employees with the following results: 3 new members;1 is already an AFCU member. 3 checking apps/3 direct deposits/3 pyroll ded./2 loan apps./1 Visa app. Employees travel in their job and it is difficult to find more than 5 or 6 in the office at the same time. Left materials to be distributed to employees who missed the enrollment session


Description:
Called Taffy Raab to see if she had made a decision to affiliate. (Package was mailed in February). Taffy said that this is their busiest season and that she does not plan to look at this until July.


Description:
Received 2 messages from Sherry Bowman at Hanes Mall and Sherry Sellers in the Call Center that this attorney wanted to affiliate. Called him and left a message for him to return my call.


Description:
Left a message for Mr. Meadows to call me.


Description:
Left a message with "Hope" for Mr. Meadows to call me back.


Description:
Mailed a package of information to Mr. Meadows with a request for him to call me.


Description:
Left a voicemail with Mr. Meadows that since there did not seem to be adequate interest in affiliation, that I was not going to pursue this unless he called me to discuss. Emailed both Sherrys to let them know of activity.


Description:
Dave Solomon is working with this company in providing benefits and said that they may be intereted in affiliation. Left a message for Chuck Trivette to call me.


Description:
Left a message for Chuck Trivette to call me.


Description:
Left a message for Chuck Trivette to call me. Told him that I had mailed a package of information for him to consider. Will call him back in 2 weeks.


Description:
Left message for Chuck Trivette to call me.


Description:
Received a call from Chuck Trivette who had questions about affiliatioin. (Are there any hidden fees, etc?) Chuck is already an AFCU member. A few of their employees are members at SECU and at Firemen's CU but I told Chuck that we encourage everyone to join all credit unions they are eligible to join. His company president is not so sure about affiliation but Chuck will know by next week and will call me to let me know.
They are exception payroll, prepared in-house, all employees but 2 are paid weekly. Those 2 are paid monthly. I explained "d file" payroll processing on Excel and he said that would not be a problem. I also encouraged him to talk with Kim Davis at ADP to see if she could offer any payroll solutions.


Description:
Spoke with Chuck Trivette who said that their company president was all for affiliation as long as it does not cost anything. He will try to complete the paperwork today and put in the mail to me.


Description:
Spoke with Chuck Trivette who will call me later in the week with possible dates for enrollment. We will need to do 1 session for the office staff and another for the field employees who attend a monthly meeting that starts about 4:30 pm.


Description:
Susan attended a reception honoring 125 Volunteers at RJRT who were given $1000 for their agency.  Susan invited Joann Davis the CEO of Hopice to accompany her.


Description:
talked with Kathy and Christine. Neither can attend our SEG luncheon. Kathy was letting me know that the number of employees has changed and that she is needing some packets. I have scheduled to bring them to her on May 8th. I have a United Way meeting at her location


Description:
Kathy bought a new Jeep and we did the financing for her. She gave ne her updated email adress. Kathy and Christine are very happy with the credit union.


Description:
Met with Christine Elliot. Gave her new Allegacy business card holder and some of my cards. She said that her and Kathy always refer members to us whenever they approach them with a question.


Description:
Delivered business card holder. Kathy was not available to visit.


Description:
Kathy Perryman called to request membership packets.  She stated that she would like to have 25 packets delivered to the office.


Description:
I delivered the 25 new membership packets that were requested by Kathy Perryman.  I also talked with Susan Collins who had questions about HomeBanking and Web Pay.


Description:
I received a call from Shanda Roberts requesting new membership information packets.  She stated that they will be adding five new employees and they currently have on hand five packets.  I told her that they would be delivered on Tuesday, January 23.


Description:
Karen and I conducted a re-enrollment and informatjion session for the staff.  We saw fifteen employees and obtained ten completed membership applications, one family membership and one new Money Market account.  Fourteen of the fifteen people that we saw are AFCU membrs.

Lucy Boyd was the drawing winner of an AFCU golf umbrella.


Description:
FC & I held a second enrollment for this company.-KM


Description:
In article dated 11-05-01 from the Lexington Dispatch, QualChoice announces that they will end employer group coverage.  This will eliminate approximately 75 workers over the next six months.


Description:
Called on Sharon Kahill and delivered holiday premium. Sharon updated me on the number of employees (230) but said that this company was faced with some major changes next year. (Lost WFUBMC account to Medcost). Will followup.


Description:
Carol Knouse advised me to talk with Sharon Kahill today regarding having our Safe Passage Group do a presentation for QualChoice. They are winding down the business and the remaining employees could benefit from information about 401K rollovers and also Sec. 529.  Sharon will check with her CEO and advise me next week about this offer.-KM


Description:
On behalf of Business Development, Debbie McCliment of the Call Center will assist Safe Passage's Neely Fix and Donna Harper at QualChoice. 

QualChoice is going out of business and Carol Knouse thought that information re: IRA rollovers, etc would be beneficial.-KM


Description:
I attended The Safe Passage presentation given by Neely Fix, who was assisted by Donna Harper.  We saw a total of six employees, only one is currently an AFCU member.  I did receive two completed applications and direct deposit forms.  

I talked with Sharon Khahill and was told that currently they have about 80 employees.  I also asked for an updated employee listing.  She stated that she would either fax or email me the names.  

Sharon emailed an Excel spreadsheet with the names and social security numbers of the current staff.


Description:
Carol Knouse received an e-mail from Mr. DiBianca requesting information on how  they could affilliate with our CU.  AL


Description:
Requested further information via e-mail to Mr. DiBianca for consideration.  Received response on 11/28, which I shared with Carol Knouse.  Looks like a good company.  AL


Description:
Delivered packet to Mr. DiBianca.  Will send request letter.   AL


Description:
11 of 12 employees seen signed up for this benefit.  Mr DiBianca is a proponent of AFCU.  He paid the initial $5.00 membership fee.-KM


Description:
SPOKE TO RICHARD MCDONALD (RICH) HE SAID THEY COULD USE 5 PACKETS. HE PLANS TO HIRE A FEW NEW PEOPLE WITH THE NEXT TWO MONTHS. LISA


Description:
DELIVERED 5 ALL IN ONE AND BUSINESS CARD HOLDER WITH CARDS.  LISA


Description:
I delivered the holiday premium for Mr. McDonald.  He was away from the office. This is not a qualified visit.-KM


Description:
I placed a follow up phone call to Rich.  He is away from the office so I left a voice mail.  I told him abut the CUABS and offered that he contact me should we be able to assist him or his staff.-KM


Description:
Sheila Foushee and Kristin Taylor attended the Annual Sponsor Company Survey.  They each completed the sponsor company survey.  It was stated that they would host an on-site visit during the 2nd or 3rd quarter.


Description:
left message for Richard McDonald(03-04-2003) and 03-31-2003


Description:
Left a message for Richard McDonald about new product and servises--- an enrollment.(09-22-2003)


Description:
I mailed the holiday premium to the attention of Pat Fitzgerald.


Description:
contacted this company about holding an enrollment session. They said they would put us on the agenda for the next staff meeting. They are having some difficulties financially. The HR person resigned to save money.


Description:
spoke to Pat Fitzgerald regarding Huntsville location. She requested that I send updated information on products and services. I mailed new checking brochures, membership applications, scorecard and youth account information to her.


Description:
1/8/01Amanda Hoppers and I held a "sign-up" session from 8:30 am until 10:30 am.  8 of 13 employees signed up.-KM


Description:
Amanda Hoppers and I handled a second sign-up for this group in the afternoon of 1/5/01.  Five of nine signed up for a total of 13 of 22 seen.  There are only 4 executives who are eligible for direct deposit. They do have payroll deduction and it is by exception. The store manager had not posted any of the posters that were provided regarding the sign-up. Ginetta McEachin the Assistant Store Manager seems interested in this benefit.  It would be preferable to have her as our SEG rep. I will discuss this with management and update as needed.-KM


Description:
Amanda Hoppers called after having a conversation with Johnetta McEachin regarding direct deposit for hourly associates at Kohl's.  Johnetta had been told by Mary Brettner at the home office that employees could write on our form "100% Net Check" and the entire check would be deposited to their Allegacy FCU account.  I called Darlene Polacheck to verify this information and was told that is correct.  I called Angie to confirm and was told that because Kohls's is exception payroll for them to do payroll creates a lot of manual work for our staff (another Hayward Industries).  Kohl's does offer direct deposit to managers only.


Description:
I call to Jinetta  about an enrollment on  April,11.  She will call me back on Monday,March,17


Description:
I am going for an enrollment at 9 am-2pm,April,11


Description:
Enrollment at Kohl's. Isaw 19 employees.(6-current members) with the following results:12 new members,8 checking accounts,7 Holiday Clubs,2 visa appl,12 payroll ded,7 direct deposits,3 used cars ref,1 mortgage ref.


Description:
12/13/00 I delivered a package to Ron Clark with a sample letter of request to join RCFCU. Ron was an RJR employee for 20+ years. He is also a member of our CU.  He called us about affiliation.-KM


Description:
I called Ron Clark re: their decision to affiliate with us.  He and others have been away on business. He needs a couple of more weeks on this.-KM


Description:
I called to speak with Ron Clark.  He is out of the office today.  I'll try again next week.-KM


Description:
Ron Clark advised that the staff is not interested in affiliation at this time.  If this changes he will let us know.-KM


Description:
12/18/00 Linda Wooten asked that I send her a package of information.-KM


Description:
I voice-mailed Linda Wooten to ask her to call me re: the company's decision to affiliate with us.-KM


Description:
I talked with Linda Wooten.  She said that since they have such a professional group-all accountants-that they do not feel the interest is sufficient to have a credit union. I believe that one of the bigger reasons is the banking factor. They probably have relationships with the big banks that they do not wish to alter.  I did offer to her to reconsider this as our headquarters will be very convenient Also, I mentioned the better offering of rates via our credit union.-KM


Description:
12/18/00 I mailed a package to this office. When we approached their office in Winston-
Salem, they wanted to know whether the employees in Charlotte could join as well. Now that we have an office there, they can join.  I will follow up in a couple of weeks. I had to distinguish them from the other office of Brock & Scott by putting an asterik in front of their name.-KM


Description:
I stopped in to drop off the holiday premium for Carolyn Moran.  Carolyn stated that business is slow due to the downturn in the economy.  She stated that currently she does not need any supplies.


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


Description:
I left a message for Carolyn Moran asking that we schedule an enrollment for A. Watts.-KM


Description:
Calld  to Carolyn Moran asking that we schedule an enrollment. She said --it is 25  empl.  She wont me call he back in April about enrollment.  I mension to he car,s int.erest--3.5%-3y. And 4.25%-4,5-- y.  NOW!!!


Description:
I send fax to Carolyn Moran abaut review to make sure these employees are still active. She  sent back fax to me.I will call back to Carolyn on Monday 01-27-2003  ( i did ums-fs)      fax info on file


Description:
I met Carolyn Moran,deliver 25 packets.I told her about new promotions with Allegacy : car loans,visa,mortgage,ck acct,auto buying services.


Description:
Visited briefly with Carolyn Moran when she attended our SEG Luncheon. Carolyn is faithful in attending these events but does not always follow thru with enrollment requests.


Description:
I delivered a holiday premium for Lisa Greer.  Kelli Jackson accompanied me on this visit.-KM


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


Description:
Rebekah Gryder who is the office assistant for Dr. Sykes called and stated that Dr. Sykes would like for someone to come out to the office and talk to the staff about the credit union.  Dr. Sykes is especially interested in Money Market Accounts for the employees for bonuses that they receive.  

I told Rebekah that I could come out on Tuesday, May 15 at 3:00 p.m.


Description:
I did meet with Dr. Sykes and Rebekah Gryder and discussed with them products and services that are available through the credit union.  I did receive a completed new membership and a check for $200.00 to open Rebekah's share account.  I also discussed money market accounts and our checking program.  Dr. Sykes employees 5 people including herself.  There are three fulltime employees and two part-time employees.


Description:
I stopped in to see Dr. Sykes and to deliver the holiday premium.  She was with a patient so I left the premium and told the receptionist that I could be reached at the number on the business card.  I let her know that we have moved into our new location and that the old number is no longer in use.


Description:
I called Susan Sykes about products and services that are available through the Allegacy credit union.She let me know it is 2 empl. Only,she wonts me mail to he new brochures       .I will mail brochures and premium for Susan


Description:
Lisa Southard and I stopped by to visit Rachael Jessup and to drop off doughnuts.  Rachael was not available and would be entering a full staff meeting at 11:00.  The receptionist suggested that we schedule an appointment before coming again.


Description:
Lisa received a call from Rachael Jessup and wanted to schedule a time for us to sit down and talk about the credit union.  She would like to receive new employee packets and fact sheets about the credit union.  Lisa is going to call and see if she will be available to meet on Monday March 13th.


Description:
Lisa Southard and I met with Rachel and delivered 10 membership packets.  She stated that starting in January 2000 they are conducting mandatory employee meetings and are inviting benefit carriers such as RCFCU to participate in the meeting.  Periodically throughout the year she will invite us and others in to discuss the benefit that we provide.  She will contact us with a date.  She currently is not a member.  She gave me a Christmas ornament from last year's blood drive.


Description:
Lisa called to talk with Rachel Jessup.  Rachel was not available and a detailed message was left on voicemail along with a request to return the call.  

Rachel returned the call and stated that she does not need anything at this time and that things are going great.


Description:
Rachel Jessup from the American Red Cross called and asked for an employee presentation to the staff for Thursday, February 22nd.  She stated that there will be approximately 30 employees present.


Description:
I conducted an employee signup and information session for the staff.  There were thirteen present employees present.  There were lots of questions and interest in the credit union.  The employees were very interested in a branch in the Clemmons area.  Seven of the thirteen  present are members.


Description:
I called Rachel Jessup to ask if should would be available to attend the sponsor company luncheon.  I left a message on voicemail for her to call me by Friday, April 27th.


Description:
RACHEL CALLED DUE TO DEATH IN FAMILY UNABLE TO ATTEND SPONSOR LUNCHEON. LS


Description:
Kathy called on Friday, May 31st and requested 20 new membership packets.


Description:
I delivered 20 new membership packets for Kathy Pope.  Kathy was interested in getting information about utilizing the RJRT Community Room.  I told her that I would give her a call regarding the details of the room.


Description:
I called Kathy to give her the details of the usage of the Community Room.  I also asked if it would be possible to have information placed in their employee handbook about AFCU.  She stated that the handbook is very generic and they do not mention the specific name of the credit union that is available to the employees.  I told her that unless they planned to change the relationship that we have that it would be appropriate to use our name in the book.  She stated that she is very pleased with the services available through Allegacy and that she encourages all new employees to join.  She mentioned that they still have all employee staff meetings on the first and third Monday of each month.  She stated that we would be welcomed at any of these meetings to provide information and enroll any employees who are interested in joining the credit union.  I also asked if it would be possible for me to compare a listing of those who are coded to the agency with her current employee listing, since they will not provide an employee listing.  She stated that she would all I need to do is give her a call.


Description:
We have a tentative date of 8/28 to host an enrollment for the staff.  Kathy thinks that one half of the staff have joined AFCU. We will take a fruit tray and have a drawing for a small certificate.-KM


Description:
I received via email an employee listing by name and social security number, this listing states that there are 89 employees of the agency.  Only 40 of those employees are members of AFCU.   I have updated our records in Focus and have made the necessary changes to SEG Manager.


Description:
We are planning to hold an enrollment session on 8/28 for 90 employees. We will furnish two fruit trays and have a drawing.- Debbie McCliment and another call center rep plan to assist. KM


Description:
Debbie McCliment, Sandra Valencia and I held an enrollment session for this group.  We received 8 new memberships, 4 checking accounts, and 2 holiday club accounts.  We promoted mortgages, VISAs, car loans and CUABS.

I mailed one new members a flyer on our Home Buying seminar.  One other member expressed an interest in golfing at the DW tournament. Debbie McCliment will follow up with her on this.-KM


Description:
Kathy Pope called and asked for 25 packets. She said that she is pleased with services provided by AFCU and does not need an enrollment at this time.
Mailed packets today.


Description:
Left a message for a Kathy Pope about new information with Allegacy and an enrollment.


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


Description:
Lisa Southard and I visited Mel Murray on a Calling Officer call.  We delivered Munchkins.  They do have a website but they do no have email access.  Mel emailed me to thank us for the doughnut holes that we dropped off.


Description:
Mel Murray emailed me to let me know that he is in need of new membership packets.  He has asked that I drop off 20 new membership packets.


Description:
I delivered 20 new membership packets to Mel Murray.  Mel and I talked about a link between RCFCU and our sponsor companies on our website.  I told him that I would share this information with Ray Crouse our E-Services Manager.


Description:
pulled of of harris.  Talked to lisa in hr and she said they are with members credit union. - cp


Description:
it was difficult to here the reps name, I believe it was madison.  She said they were one of the companies that started carolinas cooperative federal credit union. - cp


Description:
talked to cindy burnett and they are with arrowood association credit union.  Pulled this company off of harris . - cp


Description:
pulled from harris and left message on voice mail. - cp


Description:
talked to melanie and they have been with founders now for several months.  Would have loved to talk to us back earlier in the year.  But are very pleased with founders. - cp


Description:
talked to phyllis in hr and they are with founders credit union. - cp


Description:
Talked woth Rhonda and they are with Dana Credit Union - cp


Description:
talked with marilyn sieger in hr and they are with arrowood credit union - cp


Description:
talked with eddie in hr and they are with truliant. - cp  this company was not on truliants list as of 10/2


Description:
talked to debbie in hr and they are with arrowood. - cp


Description:
talked to darla in hr and they are with arrowwood credit union - cp


Description:
talked to marion and they are with truliant. This company was not on the truliant list as of 10/2 - cp


Description:
talked with gloria and they are affiliated with employers association credit union - cp


Description:
tlaked to delores on the phone and they do not have acredit union and asked for information, I told her I was comeing to charlotte and she said she would meet with me if possible .  Went by and waited and left the package for delores. - cp


Description:
talked to delores and they are in the middle of open enrollment for benefits and asked for me to follow up in december.  - cp


Description:
Called company to see if there is any interest. She told me that their company went with Coastal Federal Credit Union.


Description:
Christina called to let us know she is unable to attend the SEG luncheon. She also stated that she would like to include Allegacy in the New Hire sessions. I called her back to see if we could go to lunch and discuss and I can deliver packets to her.


Description:
called to speak to Christina to update employees about current product offerings. Received her voicemail. Left message for her to return my phone call.


Description:
Received a telephone call from Janet Falls who was HR Benefits Admin.at Universal Solutions until she left there last month and went back to her old job at Southern Group Admin. Janet asked that I fax a sample letter to her and she will take it from there. One employee is already a member of RCFCU and several others seem quite interested. Will Follow-Up


Description:
I called to ask Janet about the information that was emailed to Carol.  I left a message with the person who answered the phone.


Description:
Julia Martin and I stopped in to deliver the holiday premium and to


Description:
Received a call from Janet Falls. They currently have 26 employees, about 1/2 are part-time who are also eligible for cu membership.
Janet has a H.E. line with AFCU. Her homeowners ins. Went up because of it. She is planning to call her agent reg. This. I invited her to lunch one day and told her I would give her a tour of our facility.


Description:
10/10/00 I met with Karen Logan.  She prefers to survey the employees about the affiliation with RCFCU. I faxed a survey form and recent rate watch to her.-KM


Description:
Karen Larson wanted to know if smoking is allowed inside of our branches.  She said that her staff will want to know this.-KM


Description:
10/26/00 I received a voice mail from Karen Logan. She said that they do not wish to join. I e-mailed her to say that should they decide differently, the offer is open. I am marking as lost for now.-KM


Description:
Received a call from Julia Spainhour who requested that we participate in their annaul benefits fair to be held on Dec. 18 from 10:00 until 2:00. We can expect to see about 25 employees. Put this on our calendar. Mailed poster to Julia on 12-2-02


Description:
Planned and executed an enrollment event on their membership appreciation day. Anya Pacyga accompanied me with the following results:
saw 5 employees (and lots of YWCA members);2 new memberships/1 new payroll deduction/1 new checking account/1Visa application. Very few YWCA employees participate in these events. Only 1 person should attend future events.


Description:
3/30/00 Cathy Pace and I met with Joe Hennings and Monty Venable.  The company will join RC FCU & mail letter of request within the next 2 days.They have 60 employees at the Mt. Airy office which is their headquarters and where all payroll is handled.  They have 60 employees at the N Cherry St location and 15 at the Triad office which is in Jamestown NC, the remainder of the 350 employees are in the field in 7 states. -KM.


Description:
participated on the sign ups for mt airy location. Saw 28 and 20 signed up . - cp


Description:
9/18/00 I assisted with the sign-up session for this group.  We signed up 20 of the 28 seen.-KM


Description:
9/19/00 Melinda Key ad Stella Jones are two payroll clerks that Angie Mahaffey may contact in the future.  Donna Hamlin was faxed a sample letter regarding the employees in the field.  She will advise us of a time and date to meet with the Greensboro office.-KM


Description:
9/20/00 I assisted with the sign-ups for the Winston-Salem office of John S. Clark.  We signed up 5 of the 23 people seen.-KM


Description:
Carol, Karen and I conducted an employee presentation for the administrative staff.  We saw 23 people and received 8 memberships.


Description:
I assisted with the employee signup at the Mount Airy location.  We received 20 new membership applications of the 28 people that were seen.


Description:
participated in the sign ups for mt airy group.  Alsi discussed payroll with Melinda.  They are unable to spit a transaction on payroll.  Someone can have direct depsit but not with payroll deduction.  Therefore they will have an excetption payroll group for deductions.  If they have direct deposit with us we will allocate from savings or if into checking will set up repetative transfers. Theis was also discussed with angie mahaffey. - cp


Description:
Mike Phipps and I completed a calling officer visit to Donna Hamlin.  Donna was not available.


Description:
Mike Phipps and I conducted a calling officer visit so that he could meet Donna Hamlin.  Donna was not available.  We did leave doughnuts for the staff.


Description:
Carol Knouse and I met with this company's employees at the Greensboro office. We obtained 4 applications out of the nine people that we saw.-KM


Description:
I stopped in to visit Spencer Fox and to deliver the holiday premium.  I was not able to see him.  The receptionist informed him of my presence in the lobby and he told her that he would be right up.  I waited 15 minutes and left.


Description:
Spoke with Henry Horn.  Said he was simply not interested in joining a credit union. His employee who answered the telehone said he sits on a bank board but that the employees would love a credit union.


Description:
3/7/00 Spoke with Debbie Riddle.  Plan to deliver a packet Thurs. 3/9 & meet with her briefly.  She sounds interested. 12 Home Office employees-others out in the field-across the U.S..
3/9/00 Met with Debbie Riddle. Receptive to idea of joining. They have restructured their corp.. They are in the design and sales of modular furniture.  The market to hospitals, ALLTEL, and other companies.  They are technologically adept.  Debbie is a member of Truliant and was comparing us directly with them.  Goeslt has employees here, in NY, MD, FL, and in Raleigh.
3/17/00 Letter of request to join now received by Carol Knouse.  We will leave as "new lead" until April per CK.
4/3/00 Changed to "pending" status.-KM


Description:
Karen and I conducted signups for the employees of Goelst.


Description:
I talked with Mac Goelst regarding a car loan.  He was seeking information about our process and how to apply.  I referred him to the Whitaker Park Branch or to the Web to complete his application.


Description:
Lisa Southard and I stopped in to visit Debbie Riddle and to deliver the holiday premium.  We were able to talk briefly with Debbie.  She stated that she does not need anything at this time.


Description:
Lisa and Frances delivered the holiday premium.  Lisa was able to meet Debbie Riddle.  They do not need any supplies at this time.


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


Description:
LEFT MESSAGE ON MACHINE FOR DEBBIE RIDDLE.


Description:
CALLED DEBBIE RIDDLES EXT 507 LEFT MESSAGE RE:SUPPLIES,QUESTIONS, ETC. LISA


Description:
I stopped in to deliver the holiday premium.  Debbie was unavailable.  I left the premium with her coworker for it to be given to her.


Description:
Frances and I stopped by so that I could meet Debbie Riddle. She was very pleasant and said that she would e-mail an employee listing. I did receive the email listing but it was protected by a password and I could not open it. I left several messages for Debbie but she did not return my calls.


Description:
I left a message for Debbie Riddie (03-04-2003)


Description:
I tolkd to Debbie Riddle about an enrollment. She wold like for me to call he back on May about day and time.


Description:
Left a message for Debbie Riddle about enrollment (05-28-2003)


Description:
Left a message for Debbie Riddle  about an enrollment.(06-18-2003)


Description:
Debbie called back. She is not interested at this time in holding an enrollment. I informed her of new product offerings.She responded by saying we should mail information to her. Sent 10- packets today by mail.


Description:
Cathy Powell had not keyed any notes in activities.  Two weeks ago, Gaynell Nelson and Sarah Spainhour met with Tommy Gough, a sales rep for LeBleu. We currently use them for bottled water on the 7th floor of the Plaza Bldg.  He was unaware whether they had a credit union or not.  He said that he would give the package to Jeanette, their HR person.  When I followed up with her, she said that she was unaware of being associated with a cu.  She had information from Members CU and somehow thought we were part of their cu. I explained to her that we were not.  I told her about our many branches and the CU Service Centers.  She and I decided that it would be best to mail her a package of information. She is in favor of having the company join a credit union.  She said that she was instrumental in obtaining a credit union at her previous employer. She will take the package to the decision makers.  I am leaving this as a lost status until I obtain an appointment with them. I have updated the number of employees and taken note that Cathy typed in that they were with Truliant.-KM


Description:
Received a voice mail from Ray Crouse who said that Alton Teague (Ray knows from his job as a former auditor) said that Alton(former internal auditor at Truliant) said that he would be calling me for information on affiliation with AFCU.
Ray mentioned that his company had gotten a call from American Benefits who is apparently soliciting for Truliant or another credit union. Our records indicate that this company is already affiliated with Truliant. Will Follow-up.


Description:
Sue Darby called this company to inquire about prices on bottled water and happened to get Jerry Smith, company president. He did not know that their company has an affiliation with Truliant and he asked Sue to have me send him a package of information. He is leaving the country for awhile but will be back in the office in 2 weeks and will review our materials.


Description:
Called Mr. Smith who was on a conference call. He asked the receptionist to allow him to call me back. He called back within 2 minutes and said that he had misplaced the information but for me to send a package to Eddie Scott and to July Follette. Those will go in the mail today.


Description:
Called Eddie Scott to see if he had received the package. He called me back to say that he had and that he is a member of AFCU because his father was employed at RJR. He will discuss with others and call me back.


Description:
Left a voice mail for Eddie Scptt to see if he had made a decision relative to affiliation with AFCU. I also told him about my pending retirement and that he had an open invitation to affiliate at any time.


Description:
3/8/00 Made a cold call & left SEG packet.  Followed up with a phone call to the office manager.  She will advise whether the staff is interested or not.  One employee is already a member with us. Also, I sent a follow up letter .-KM.


Description:
Left message for Dawn Cardwell (02-27-2003)


Description:
I called Dawn because Kelly Cozart said the company name changed. I asked her to send to me a letter on company letterhead so I can do a housekeeping ammendment to NCUA. She requested that I send to her 50 packets of information on the credit union. We mailed out 11-7. Belinda


Description:
talked to carolyn caudle and she said they have 80 employees and do not offer dirct deposit at this time but may be interested. She asked that I send information to her, - cp


Description:
talked to carolyn today and she had given the packet to their business manager.  She said they have 2 high profile bids out and asked if I can follow up aound 8/20.  She asked if their was any cost to the company and I assured her that their was not.  She is a member of a credit union and was surprised at our minimum deposit.  She has to keep $25 in and ours would be $5.00 sshe seemed to like that. - cp


Description:
left a message on voice mail for carolyn . - cp


Description:
met with carolyn to discuss joining the credit union.  They are exception payroll and paid weekly. The average age is 35 and the average income is 35.  They currenlty have 8 of the top 60 construction projects in the triad.  - cp


Description:
talked to carolyn today.  She said that Drew asked about bbandt.  They have a very strong commercial relationship with them and he feels they should see what they have to offer.  Carolyn has called them and they will get back with her on a pckage.  She also said she would let me know what their package is. - cp


Description:
left message on voice mail for carolyn - cp carolyn called back and said they had yet to here from bband t and had not made a decision on the credit union.  She said she would be in touch. - cp


Description:
left message on voice maill for carolyn - cp


Description:
met with carolyn on the comparrison of bband t with rcfcu.  Told her I would have the comparrision on Wednesday. - cp


Description:
met with caroly again about bb and t and dropped off the comparrison and a xmas gift. - cp


Description:
I talked with Carolyn.. While she is very much in favor of joining AFCU, her manager, Drew is not.  He has strong ties with BB&T and does not wish to jeopardize these.  I mentioned that other construction companies had joined our cu.  She asked that I send an updated list of our sponsors.  Idid so and will check with her in a few weeks.  If they are still undecided, I will consider this as a lost file.-KM


Description:
Carolyn Caudle said that the decision maker will not give an answer re: affiliation.  She and I discussed the fact that this should have no bearing on the firm's finances with their commercial bank.  She agrees but the owner(s) are fearful of jeopardizing their relationship with their bank. She said that I could check back in a month.-KM


Description:
Carolyn Caudle called to say that she had gotten the "go ahead" from her manger to have their company affiliate with AFCU.  I called her back to say that I would e-mail a sample letter to her and the "factors to consider".-KM


Description:
Carolyn Caudle is the major proponent of this benefit, that is affliation with AFCU.  She said that they do not have ACH.  They will offer payroll deduction and send the lump sum check to us for allocation.  They do not have direct deposit.  I encouraged her to check with her commercial banker re: this. The letter should forthcoming.-KM


Description:
I met with Drew Hancock and Carolyn Caudle.  Carolyn is really the driving force behind this decision.  Drew/the company have strong relationships with Wachovia and BB&T. They will survey their staff. We discussed the participation guidelines.  I am anticipating a positive response.-KM


Description:
10/9/00 I did a follow up call to Kim.  She said that they are just now getting the budget set.  I stressed to her that affiliation with RCFCU would be a benefit that they could offer that would be at no expense to the company. She asked that I call back at the beginning of November. I discussed with her direct deposit and payroll deduction.  I do not know if she understood payroll deduction.  She said that she now handles everything through direct deposit.  She said that she can split it between 2 accounts.  I truly think that Angie Mehaffey should meet with her about payroll prior to any closure of this sale.  On my next follow up I will conference in Angie.-KM


Description:
I talked with Kim Levinson.  She said that they had gone through a merger this past year and she is swamped.  They are not currently considering adding a credit union benefit, but she offered that I could check back with her the second week of February.-KM


Description:
I left a message for Kim to call me re: meeting for breakfast or lunch to discuss AFCU.-KM


Description:
Kim Levinson said that they are considering a PEO that has their own credit union.  She said that CIC has approx. 100 employees.  I advised her that for a group that size, they could be served by more than one credit union. I will call her in a month to see what has been decided.-KM


Description:
I talked with Kim.  She prefers to wait until she receives information about the new credit union that their payroll provider offers.  She is unsure if that cu has local offices.  I will check back with her next week.  She does not think that they are opposed to having two credit unions.-KM


Description:
4/24/00 I talked with Robert Watson of the firm. They are with Sara Lee CU.  They will consider our information.  I will follow up with them in a couple of weeks.-KM
6/5/00 I talked with Robert Watson.  He did receive the packet.  He has not reviewed it.  I advised him that I will check with him in a few weeks.-KM


Description:
7/10/00 Mr. Watson is to call back.-KM
7/10/00 Mr. Watson called back.  We had a lengthy discussion on our products vs. Sara Lee's CU.  I mailed surveys and am to check with him in September.-KM


Description:
8/22/00 Carol Knouse, Pat Payne and Cathy Pace met.  Afterwards. Carol and I reviewed the pending list and decided to consider this as a lost account.-KM


Description:
4/24/00 I talked with Craig Murray & set up an appt for 5/4.  Employees are located in WS, Charlotte, & Raleigh.-KM
5/4/00 I met with Craig Murray & left a SEG packet with him.  He indicated that they will likely dissaffliate with Firestone as their branches are in Raleigh.  He also said that their customer service is not acceptable.  He plans to survey the staff.  His brother who works/(owns)? Murray Supply is in favor of the company becoming a SEG. -KM
5/26/00 I followed up with Craig.  He has been busy.  He said they are interested in joining. I will call him during the second week of June.-KM


Description:
7/7/00 Craig Murray said that of the surveys distributed, 10 were returned.  Many employees are already members of RCFCU per Mr. Murray. We discussed the overlap with Firestone CU or dissaffiliation.  Craig seems to be in favor of an overlap. Should we add this company as a sponsor group, new participation may be low at first. I faxed him a sample letter regarding an overlap of credit unions.-KM


Description:
In accordance with the new guidelines from NCUA, Murray Supply would not need to forward a letter of request to Firestone CU re: an overlap.  Mr. Craig Murray said that he could focus on the affiliation with AFCU later this month.  I will compose the letter for him or the owner to sign.  He is still interested in our offer.-KM


Description:
I had called Mr. Murray recently and he seemed like he was still interested in affiliation.  He is especially interested in our credit union as we have many financial centers in Winston-Salem while Firestone CU does not have any. I faxed a new sample letter to him to use as reference to request affiliation.  I will follow up with him in a week if no response.-KM


Description:
Karen and I conducted an information and enrollment session for the employees.  We saw six employees and received six completed new membership applications.

We held a drawing and gave away an AFCU golf umbrella.


Description:
Frances Campbell and I held  a sign-up session for this group. We received 8 apps.-KM


Description:
Debbie McCliment and I held a sign-up session for a second group of employees at Murray. We received two new apps at this session.-KM


Description:
FC & I held a sign-up session for the Raleigh Murray Supply employees.  Six of six signed up.-KM


Description:
FC & I held a second sign-up session for this group.  We signed up 2 of 3 seen.-KM


Description:
Karen and I conducted a second information and enrollment session for the employees in the Raleigh office.  We saw three employees and received two completed new membership applications.


Description:
Karen Morgan and I conducted an information and enrollment session for the employees.  We received 8 completed applications.


Description:
Received a call from Criag Murray who requested that their employees in Charlotte be enrolled. He asked that we contact Randy Dalton at 704-334-4651. If not available, contact Susan Worley. 
Karen has asked Kelvin to service this account.


Description:
I had e-mailed Kelvin Boyette to ask him to handle the enrollment for Murray Supply in Charlotte. He agreed to do this and has since been trying to contact Randy Dalton.  Mr. Dalton has not returned his calls.  On 7/12/01, Craig Murray called to ask whether the Charlotte office had been contacted.  I followed up with Kelvin and then relayed the message to Craig that Kelvin had been waiting for Mr. Dalton to return his call.-KM


Description:
I left a voice mail for Charles Coker to call me.-KM


Description:
Received a message from Sharon Fausch, stating that they do not want to receive faxes regarding promotions.  We can send them by mail or email.  I have deleted them from the SEG fax list.  AL


Description:
Spoke with Al Fausch, Asked how everything is going. Direct deposit is scheduled for May-June. They did have a payroll issue, but Joann called Heather and she handled it. He is very pleased with credit unon and is reporting no problems.


Description:
I called the school to talk with Ms. Duncan regarding the Teacher Appreciation Week that will be held next week.  The event is being sponsored by the PTA.  I was given the names and numbers of two members of the organization to contact for information.  Benita McDonald at 766-6984 or Diane Hughes at 712-0406.


Description:
I called to talk with Bobby and to find out exactly what she would like for Allegacy to provide to the teachers.  I left a message requesting that she return my call.


Description:
I called Bobby again and was able to speak with her.  She has asked that we have someone on site one day during the week of August 6th when the teachers return for the fall term.  She stated Martha Lennon who is the Administrator should be contacted.  I left a message on Martha's voicemail stating that I would like to come out and make a presentation to the staff.  I requested that she return my call.


Description:
Bobby returned the call for Martha Lennon stating that they will allow someone onsite for enrollment of employees who would like to join AFCU, but they will not schedule a time for a presentation to be made to all employees.  They have requested that someone be onsite on Monday, August 6th from 1 pm to 4 pm.


Description:
I called Bobbie to let her know that I will be at the church on Monday, August 6th from 1 p.m. to 4 p.m.


Description:
I  called and left a message on JoAnne's voicemail asking that she return my call to confirm the amount of new member information that she needs.


Description:
I conducted an enrollment and information session for the employees.  I saw nine employees and four of whom are now AFCU members.  I left new membership packets with Joanne Osborne per her request.  The church is in the process of offering direct deposit to the employees.


Description:
I stopped in to deliver the holiday premium to Al Fausch.  Al was in the office but I was greeted by his wife Pam.  She is now working as his secretary.  

I also talked with Joann Coggins who needed a new fax number for the exception payroll.  I forwarded her request to Brooke Dahl.


Description:
I was directed to Martha Lennon regarding teacher appreciation week. It is scheduled for the week of April the 8th and it culminates in a luncheon for the teachers. Martha is opposed to any forced meeting.  She will contact me later about this.  The planning of an event for them may begin this quarter but would not be held until second quarter.-KM


Description:
I talked with Martha Lennon about Business Development doing something special for teacher appreciation day.  They have teacher appreciation week, not a certain day.  Frances Campbell said that last year, we donated gift bags that had note pads and pens in them.  Teacher appreciation week is scheduled for April 8th through the 12th.  Martha said that she would get back with us on this.-KM


Description:
Karen and I conducted an information and enrollment session at the request of Margaret who is the administrative assistant for the school.  We saw very few employees and did not receive any new membership applications.  I was able to talk with Joanne Coggins about direct deposit.  She stated that it is available to employees who have their entire check deposited to their account.  The payroll deposit portion is done through exception.  She feels that their software will support electronic transmissions for payroll deductions but she has not had the time to look at it closely to determine the full capabilities.


Description:
Frances and I held an enrollment.  I had preferred to do something other than this in honor of the teaching staff. The school administrator advised us to bring in doughnuts and our applications for membership.  A few staff members stopped by but none signed up. The church staff payroll rep, JoAnn indicated that she was not pleased that we had done something for the teachers and not the staff.-KM


Description:
I delivered 75 plastic cartridge premiums to Calvary Baptist.  This was per a request from Martha Lennon who heads up their school. These premiums were for a "goody" bag for the teaching staff.  Subsequently, I have obtained an enrollment date of 8/27 from 3:00 until 4:00 for the teaching staff. We will hold an enrollment for the regular staff between 2:00 and 3:00. This was coordinated through Joann Coggins.-KM


Description:
Dave Solomon called me to say that he has an 11:00 appointment today with Cancer Services to discuss their insurance benefit program.


Description:
Attended staff meeting at Cancer Services. I saw nine employees. I gave presentation on services and also gave Billie information/forms on the business checking account. I will pick up applications at later date.


Description:
Picked up new membership applications. Enrolled four new members, one existing member for a total of 5/9. Talked with Billie about volunteers and letter. She wants to put in newsletter rather than do a mailing. I will followup on Thursday.


Description:
Cancer Services is moving Business Checking account to Allegacy. Their current account is with Wachovia Bank. I am working with Rick to see if we can process tax payments. I called Virginia at league to see if she can offer a solution.


Description:
Karen Morgan and I visited with Billie to discuss the Visa Corportate card program. Currently they have a limit of $5,600 at Wachovia. We provided her a list of paperwork that we will need to get the program going. Karen pulled a D & B report on the company. 

I also discussed opening up money market account and certificates. She has a cd at Truliant that matures in October that they will be bringing to Allegacy.


Description:
received a message from Billie that all paperwork is complete for business account.


Description:
Received a call from Jo Zasiki, Accountant, who said that their company was interested in affiliation. The company started in 1989 and at the end of 2002 had 3 employees. They attended a PGA Tournament and sold 1/2 million dollars worth of their services and now have 20 employees. They plan to reach a much larger number of employees. The company provides a camera service to tell how fast golfers are hitting the ball and lets custom gold providers information on  the perfect club, etc. One of the very young employees needs a credit card in order to be able to rent an apartment. I directed that person to HLPT and suggested they visit our Whitaker Park location to get their account opened immediately. Mailed a package of materials for their use.


Description:
Received a call from Jo who had questions about any fees associated with affiliation. They do not currently offer direct deposit because their bank, Centura, told them that the funds for their payroll would need to be in the account two days before the payroll posted. I explained that Fed would need the payroll but not the funds until the day of payday. She is unhappy with Centura. I told her about our business services accounts and mailed her a package of information. Hopefully, this will work for their advantage. She feels that affiliation will be approved.


Description:
Enrollment on (10-01-2003) David and I saw 7 employees with the following results: 7 new members,1 loan appl.,4 checking acct.


Description:
Spoke with Lauren Adams with Consolidated Graphics in Houston. Walnut Creek Press is a subsidiary of Consolidated. Lauren asked that I mail a package to her. She said that Consolidated has 67 subsidiaries scattered across the country. She will communicate back to me after they have made a decision.


Description:
Received a call from Jim Brandt who is interested in having the employees of Harris Group participate with Allegacy. His company just purchased RCS from Richmond Coal Company who also owns Carolina International Storage. There are only 3 employees of the holding company but Harris Group also owns another company Travco which owns hotels locally and in other states. Jim estimates that there are several hundred employees in Travco. I mailed a package of information today.


Description:
Approved by boad of directors. Enrollment is scheduled for 9-17 by Keen McHugh in Charlotte.


Description:
Spoke with Beth Abernathy. See details in file.


Description:
Attended the enrollment at PGT for their employees and the members of BBC FCU with the following results:Saw 89 of BBC's current members/61 new members/24 new checking accounts/34 Holiday clubs/2 Money markets/2 certificates of deposit/6 VISA apps/3 Loan apps/12 direct dep./67 new payroll deductions.


Description:
An AFCU member that provides services to Tiffany and Co. talked to the Director of HR and benefits about including AFCU as a benefit. They loved the idea, according to contact. I contacted Director of HR and she told me that they were not interested. She said that she had talked to Finance and Payroll dept. about it and they are not interested. She said that they are fine with the relationship they have with Bank of NY. I explained the benefits of a credit union as it compares to a bank, and she was still not interested. In fact, she was irritated  by the call.


Description:
Patti Weber contacted HR Manager. She was interested in getting written information but stated that lack of location would be a problem.


Description:
Patti Weber sent HR Manager written information  (prospect package) about the credit union.


Description:
Help Russian speaking members to transfer many from BB&T,car loan appl,savings and checking acct.


Description:
Assist Russian speaking members.Transfor auto Loan and visa fro Wacovia.


Description:
Accist Russian speaking members in Charlotte,NC. I saw 6 peple with the following results:6 new members,3 checking accounts,1 auto loan appl.


Description:
Melody Garcia writing on behalf of Irene.
Irene visited Pariser on Nov 13th for a sign-up.
Results:

12 Memberships
12 Payroll Deductions
3 Holiday Club Account
1 Vacation Club Account
19 people attended

Our next visit will be on Spring 2004. Irene noted that an afternoon visit is better since we can see two shifts.


Description:
Enrollment scheduled for 9:30am-12pm Amy and Angelo scheduled.
Saw 26 people, 1 new mbr, 2 checking, 12 holiday clubs, 2 vaction clubs, 2 direct deposit, 4 new pr ded, 2 overdraft, 2 visa, 1 loan - sold 6 brenner cook books


Description:
Enrollment scheduled for 90 employees at 2-4:30 Amy and Angelo


Description:
Visited Ramada Plaza, Super 8 Madison Park, and Brookstone Inn for enrollment. Spoke with 17 people and opened 17 new memberships, 11 checking accounts, 12 direct deposits, 9 payroll deductions, and 1 holiday club.


Description:
Enrollment held - opened 2 holiday clubs, 1 payroll deduction


Description:
Enrollment held - opened 10 new memberships, 7 checking, 5 direct deposit, 5 payroll deduction, 4 hol/vac clubs.


Description:
Talked with Susan Brewer.  Wklein will merge with Goebel Marketing within the next few months. Their employees are already working in the Wklein office. Not sure of name of merged company. Those employees want to join as soon as merger completed. There are now 8 employees added but Susan wants about 20 packets for her employees that are not members. Frances will deliver.


Description:
I delivered 20 new membership packets for Susan Brewer.


Description:
Ron George and I stopped in to deliver the holiday premium.  Susan was out of the office, we did leave the premium with a coworker to be given to her upon her return.


Description:
Called on Susan Brewer. Moving from both sides of 2nd floor of building to just one side. Will do this in about March. Suggested we come out when they move and do re-enrollment. Also want us to visit about 6 employees who work in their Fulfillment Dept. on Westpoint Blvd. Will send poster to Susan for posting in Breakrooms. Susan declined to give me name/address listing but offered to handout materials to her employees. I left her several packages of new information. She had discarded old RCFCU materials. Plan event from 8:30-11:00 am and from 11:30-12:30 for fulfilment employees. They also have several Denver employees.


Description:
I called Susan Brewer to schedule an enrollment.  She agreed to 6/13 between 8:00 am and 10:00 am in their breakroom.  I will e-mail a poster to her a week before.  Premiums will be given and a drawing will be done.  She will advise the employees located at their office on Westpoint to drop by the Highland Oaks office if they wish.  I want to ask her if we can provide materials to the employees in Denver.-KM


Description:
Susan Brewer and Marie Ingram attended the Annual Sponsor Company Luncheon.  They each completed the sponsor company survey.


Description:
Karen and I conducted an information session for the staff.  We did see several of the employees and many stated that they are already AFCU members.  There was a great deal of interest in our Auto Buying Service and in the new Visa products that we have available.  I updated the number of employees to show that there are now 20 people who work for this company.


Description:
Frances Campbell and I held a re-enrollment/info sesson for this SEG. Two employees will likely join but did not do so while we were there.  Of the nine employees seen seven were already members.  One member in particular was not satisfied with Dovenmuhle's mortgage servicing.-KM


Description:
Emailed a copy of AFCU's handbook article to Susan Brewer for inclusion in their employee handbook.  She had responded that she would do this on the SEG Luncheon survey.


Description:
Kathy Alexander and I stopped in to see Carolyn Moran.  She was out of the office, we did leave our business cards.


Description:
Called Carolyn Moran and left two messages.


Description:
Kathy called to verify that Carolyn received the invitation to the sponsor company luncheon.  Kathy left a voice mail message.  Carolyn is planning to attend the luncheon.


Description:
Talked to carolyn about the dw golf tournament.  She said they were not going to have any one golf .  And did not have premiums.  She did however, say they may golf next year. - cp


Description:
Ron George and I were able to talk with Carolyn Moran.  We gave her the holiday premium and were able to talk with her briefly.  She stated that she is not in need of supplies at this time.


Description:
I talked with Matt Chaney this morning.  He said that our financial center in Charlotte is quite a hike from their office-nearly 20 miles. He said that he will talk to his staff and let us know what they decide.-KM


Description:
I did not hear from Matt Chaney, the managing attorney.  I am considering this as a lost account.  I discussed this with Carol Knouse.-KM


Description:
12/18/00 Mailed package to this firm.  Now that our Charlotte office is open we can add this location and the Rock Hill office too.-KM

Company:
Forquer and Calloway Attorneys (Charlotte)


Description:
I left a message for Attorney Forquer to call me re: pursuing affiliation for the other offices.-KM


Description:
I am considering this as lost as the managing attorney thinks the cu service center in Charlotte is too far away from their office and there would not be enough interest.-KM


Description:
12/19/00 Jerry Sneed has pre-sold this potential sponsor. He advised Carol that it will just be a matter of obtaining the letter of request to join.  I have called Mr. Nicholson and anticipate receiving the letter soon.-KM


Description:
I left a message for Dan Nicholson to call me or to have Chuck Robbins call me re: affiliating with our credit union.-KM


Description:
I voice-mailed Dan Nicholson and asked that he in turn ask Chuck Robinson to send in the letter of request to join AFCU as we would very much like to present this at our 2/20 board meeting.-KM


Description:
I left another message for Dan Nicholson to ask Chuck Robbins to call me re: joining AFCU.-KM


Description:
Dan Nicholson said that one other employee is a member of AFCU and he himself, Dan, would be interested in joining but no one else in the office is interested. Chuck Robbins said that we would need to go through HR at RTP.  Since they have a credit union for the company and there does not seem to be enough interest, I am marking this as a lost account.  I have discussed this with Carol Knouse.-KM


Description:
12/26/00 I mailed the package to her today.  She seems interested in the idea of affiliation.  She had read the "nice" article about our new name.-KM


Description:
I followed up with Martha Loggerman.  She said that they are in the midst of closing on venture capital funds and that is consuming their time.  She said it is ok to check back during the second quarter of 2001.-KM


Description:
I e-mailed Eric F. numerous times regarding enrollments. He responded today and asked that I e-mail Martha and make arrangements to perhaps to meet with the employees at Pilot Theraputics. Will followup


Description:
I have spoken with the new rep, Valerie.  Eric is no longer there.  She gave me a new mailing address.  I need to update the phone number and the SEG rep fields. Carol is reviewing this file as Pilot Therapuetics is no longer associated with Adams Keegan.  Adams Keegan has two other client companies in Greensboro.  We may try to market to them once this file has been reviewed.-KM


Description:
I asked Ricky to remove the dba re: Pilot Therapeutics after the Adams Kegan name on the SEG list on Grapevine. 

"Pilot"  is no longer part of Adams Keegan and they are not interested in affiliation with AFCU.


Description:
I left another message for Valerie Edson of Adams Keegan to call me re: their  two companies in Greensboro.  We have not yet held an enrollment.


Description:
12/27/00 I talked with Gary by phone after reading the article in TBN dated 12/22/00.  He said that affiliation with a cu had been discussed in the past but nothing ever came of it. I sent him a package and our RCFCU cd. I will check with him in a couple of weeks.-KM


Description:
I left a voice mail for Gary Chrysel to please return my call.-KM


Description:
SEG packet returned undeliverable by USPS.  I called for the correct address and have remailed the package.  The profile has been updated also.-KM


Description:
I talked with Lora Sessions.  She needs more time to review the package. I plan to follow up mid-month.-KM


Description:
I left a message for Lora Sessions.  She will return to the office on Tuesday.-KM


Description:
Lora was in a meeting. The receptionist said that she did have some questions. Lora is to call me back.-KM


Description:
I left another voice mail for Lora to call me re: AFCU.-KM


Description:
Assisted with enrollment at this company.


Description:
Felice Scriven is no longer with this company. Sam Williams has taken her position. Sam said he would have Don McMillian call me regarding figures on Factors to Consider.


Description:
Called Sam Williams to schedule enrollment. He will have one of the McMillians call me to talk about this. He also solicited our SEG Luncheon as something they would like to cater. Left Msg. With Frances.


Description:
Spoke with Andrew McMillian regarding the enrollment of their employees.  He said that since most of them work just at night or during the weekends and that when they are at work there is no time for a meeting, he prefers to hand-deliver the memgership packets to them individually.


Description:
left a message  about an enrollment and new promotions.


Description:
I returned a call to Beth Hudnall who stated that she is in need of membership supplies.  I left a message on her voicemail.


Description:
I called Beth Hudnall to find out exactly how many membership packets she needs and where she would like to have them mailed.  

I prepared an Airborne Express label and left instructions for Susan Simpson to prepare the packets and mail them to Beth.


Description:
I sent 40  new membership packets to Beth as requested.  The box was shipped via Airborne Express.


Description:
I conducted an information and enrollment session for the staff.  I saw five of the six employees and they all completed membership applications and opened checking accounts and all wanted WebBanking.  

I gave them pens, post it notes, and insulated mugs as premiums.


Description:
Karen and I conducted an information session for the staff.  We saw nine employees.  Our session was before their staff meeting and we were asked to come back one morning to actually enroll the employees.


Description:
FC & I held an information session after work hours for these employees.  Mr. Simon has done business with AFCU.-KM


Description:
Met with Rob and Sarah Simon concerning group insurance. Dave Solomon called on them-NR


Description:
Left a message for Sarah about new prodact and servises at Allegacy and an enrollment for employees.


Description:
Left a message for Sarah about an enrollment. Sarah call me back about an enrollment in September,2003


Description:
Received a call from Karen Morgan regarding this coompany's interest in affiliating. Later in the day met with Steve Hungerford to deliver package of materials. Within 2 hours received the completed package ready for NCUA. Remitted to NCUA on 12-05-01. Approval received to proceed to Dec. 18 Board Mtg.

Company:
Woodard & Company Asset Mgmt. Group, Inc.


Description:
Received a fax from Nedra with an employee listing. See file


Description:
Dropped off an Allegacy towell for Nedra. She was unable to attend our luncheon.


Description:
I stopped in to meet Mr. Cardwell or to visit with Tawanna Wellman, neither were at the sight.  I did talk with Mrs. Ashford who is a long time member of CMCU/RCFCU and a big advocate of the credit union.


Description:
Julia Martin and I delivered the holiday premium.  We were informed that Charles Cardwell is no longer with the agency.  Twanna Wellman who is the agency director will be our new sponsor company representative.  We were able to talk with Twanna and she requested an information session for February.


Description:
Julia Martin and I delivered the holiday premium to the Director, Twana Wellman.  Mr. Cardwell is no longer with the agency.  Twana is now the contact for sponsor company communications.


Description:
I stopped in to visit Twana Wellman and to deliver the holiday premium.  Twana was out of the office and I left the premium with the receptionist.


Description:
I met with Deborah Perkins, Twanna's associate.  We furnished 100 AFCU pens at their request. They want to use our RJR Tobacco Community Room. They will contact Shelia Hutchens for this.-KM


Description:
AFCU donated two travel alarm clocks to be used as door prizes for the Inmate Reentry Forum that will be held on Tuesday, July 30.


Description:
I called the agency Director, Twanna Wellman and left a message telling her that I would like to get information about AFCU to the staff.  I told her that I would like to have an information session or possibly a mailing to the employees telling them about the services and benefits that are available through AFCU.  I also asked for an updated employee listing so that I can update our records.


Description:
I attended the monthly Family Services board of directors  meeting.  During the meeting I distributed copies of the sponsor company newsletter and I also informed the board that they are eligible for membership with RCFCU.


Description:
I attended a meeting at the Sarah Austin Headstart Center conducted by Karen Duncan who is the Ways to Work Loan Coordinator.  The program is looking for a financial institution who will process the loan requests of low income families who are in need of transportation.  They currently have $150,000 and are looking for grants, gifts, and other means to double this amount .  I have a packet of information on the specifics of the program.


Description:
Lisa Southard and I stopped in during Calling Offier visits.  Paige Adams was not available she had left for the day.


Description:
Lisa called to speak with Paige Adams.  Paige was out of the office.  Lisa left a detailed message with a request for Paige to return the call.  

08/28/00  Paige returned the call and left a message stating that they do not need supplies.  She will call when a need arises.


Description:
Lisa deliverd the holiday premium to Paige Adams.  They do not need any supplies at this time.


Description:
I returned a called to Paige Adams who had left a message requesting new membership information.  She needs 25 new membership packets.  

I asked her if there was an opportunity for me to come out and talk to the staff about the services and benefits that are available through Allegacy.  She stated that they will have their United Way drive on Friday, August 17th from 9:00 a.m. to 1:00 p.m. at Miller Park.  I told her that time was not good for me due to the scheduled enrollment for Wake Forest University School of Medicine/Baptist Hospital.  She stated that there may be other opportunities to come out and talk with the staff.  She is going to talk with Mike and Donnetta and will get back with me.


Description:
I visited with Paige Adams and promoted our CUABS and our 24 month 3 yr certificate special. I encouraged her to attend our Sponsor Company Luncheon.  I gave her 20 packets.  She said that the Head Start Program is under the directive of Family Services.-KM


Description:
I stopped in to drop off 50 new membership packets for Paige Adams.  I was able to talk with Paige and she explained that they are adding several new people in the Headstart Program.  This program which has traditionally been a 10-month program is being expanded to a year round program.   The staff is being increased to accommodate this calendar change.  I asked her about coming out to talk with the staff about the services and benefits that are available.  She stated that we should contact Donetta Wooten.  She suggested that the best time of year may be in the late summer as the children are about to return for the fall session.


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


Description:
I attended the Family Services monthly Board of Directors meeting.  I was able to talk with Donetta Wooten who is the Director of HeadStart.  I asked Donnetta if it would be possible for me to come out and speak to the staff when they return.  She stated that she would love for me to come out and tell them about the services and benefits available through AFCU.  I also spoke with Sheryl Mohn and she emphasized that they are strongly encouraging all employees to take advantage of direct deposit.  She stated that she will be going over all of their benefits and would like to have someone from AFCU onsite to enroll employees who interested in joining the credit union.  The teachers will return the week of August 5th.  They will schedule a date sometime during that week.


Description:
I called Cheryl to find out if she has set a date for her presentation to the headstart staff about their benefits.  I left a message on her voicemail she is out of the office this afternoon.


Description:
I returned a call to Cheryl Mohn and she was able to give me a date for the information session for the Headstart Teachers.  It will be Thursday, August 8th at 11:30 a.m. At the Ramada Inn Coliseum.  She said that there will be between 95 and 100 people present.  We will be alloted 30 minutes to inform the staff of service and benefits that are available through AFCU.  We will follow Cheryl Mohn who will be talking about direct deposit.  She stated that she is not sure that we will have an opportunity to talk with the staff and enroll them in the credit union.  The agenda for that day is full.  She mentioned that the following week we might be able to be on site at the Center to actually enroll those who are interested.


Description:
Carol and I conducted an information and enrollment session for the Headstart staff.   I gave a presentation to the staff there were approximately 90 in attendance.  We were given time after the presentation to enroll employees.  We received 8 checking account applications, 9 savings accounts, 3 Holiday Clubs, 13 payroll deduction requests, 3 atm card applications, and 1 Blast Off Club account.


Description:
Received a call from Cheryl Moan ? Who said that their payroll contact person has changed to Cindy Holcombe. Passed this info to Angie M. and Brooke D.


Description:
Visited briefly with Paige Adams when she attended the SEG Luncheon. Paige is a great AFCU supporter.


Description:
Lisa Southard and I dropped off doughnuts and we did talk with Monty.  There had been a complaint about the Whitaker Park staff and Lisa wanted to address it personally.  We were told that the matter had been settled satisfactorily.  We talked about staff meetings and she stated that there are two different meetings, one for the support staff and one for the pastors.  She will survey the staff regarding our attending the staff meetings.


Description:
I delivered  15 new membership packets to the receptionist to be given to Monty Swicegood.  Monty had requested the packets during a Calling Offier follow-up phone call with her.


Description:
Lisa called Monty Swicegood to see if she was in need of membership packets.  She left a message.  

09/07/00 Monty returned Lisa's call and stated that she needs 10 membership packets.


Description:
I delivered 20 new membership packets for Monty Swicegood per the instructions of Teressa Simmons at Whitaker Park.


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

Monti Swicegood stated that she is receptive to an on-site Credit Union Day event and on-site visits twice a year.


Description:
I talked with Liz Ashby to get the final details of the Silent Auction that is planned for Friday, March 15th.  She stated that the event is open to the parents, guardian, students of the school and to the community.  I told her that it probably would not be in our best interest to set up a table since everyone is not eligible for membership.  I told her that Max and Mo would still come out and that we would try to have some type of item to give to the children.  I discussed this with Carol and it has been determined that we will take microwave popcorn.  Kelvin has agreed to wear the costume on this evening.  I will assist him.


Description:
Kelvin and I took Max and Mo at the request of Liz Ashby to the Family Night Silent Auction.  We took popcorn as a premium.  We saw numerous children and gave away two boxes of popcorn. The children were very rambunctious and were constantly tugging on the characters.  This may not be an event that we would want to visit again.


Description:
I stopped in to deliver new membership packets for Monty Swicegood.  Monty was not available and I left the packets with the receptionist.


Description:
I received a call from from Dana Lucy, HR Department, stating that she needs 30 new membership packets for new teacher orientation in August.  I told her that we would like to have an opportunity to come and give a brief presentation to the staff about the benefits and services that are available through Allegacy.  Dana's number is 759-7517.


Description:
Anya Pacyga and I met with Danny. The purpose was to introduce Anya as their business development representative and to thank them for their business. We promoted our new lower car loan rates, mortgages, etc.-KM


Description:
I delivered a check from Allegacy to the school.  Monty Swicegood accepted it with appreciation.-KM


Description:
did initial sign up.  4 out of 4 employees signed up.  Van mentioned the possibility of changing the payroll from weekly to bi weekly to aid in the administration of the payroll deductions.  He said he would let us know if he changes the payroll.  - cp


Description:
Julia Martin and I delivered the holiday premium.  We were able to meet  Van Brogdon and talk with him about the credit union.  He is very excited that a small business such as his is able to offer credit union membership to the employees.


Description:
I met with Van Brogden to give him the holiday premium.  I promoted our CUABS. He said that he still has 4 employees but 2 left and 2 are newly hired. He does tell the new hires about the credit union. He creates banners and just did one for Safe Passage.-KM


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


Description:
5/19/00 I met with Jeff Leonard, President of Foltz Concrete.  He is a member.  His grandfather and father worked for RJR.  He will forward the letter to join RCFCU.-KM


Description:
7/3/00 Their office is closed for the holiday  I left a voice mail for Jeff Leonard to call me re: the company joining RCFCU.-KM


Description:
7/11/00 Jeff Leonard advised that they will forward the letter of request to join RCFCU.  We should have the letter by next week.-KM


Description:
11/10/00 Frances Campbell, Cathy Powell, and I held a sign-up session for this company. 3 of 29 signed up. Jeff likes chewing tobacco. If we take him a premium this might be something to keep in mind.-KM


Description:
participated with franes and karen on the initial signup.  3 of 29 signed up. - cp


Description:
I went to this location and it was closed.  I will mail the holiday premium.-KM


Description:
Called Connie to see the possibility about setting up a time to meet with their Hispanic employees about the CU.  Connie mentioned that they have been laid-off for about 3 week.  She asked me to call them mid February to set up a time.  She was very appreciative of our offering.  AL


Description:
Frances Campbell and I held a sign-up session today.  We received 6 new accounts. We received several requests for payroll deduction from the employees who signed up for membership initially.-KM


Description:
Karen Morgan and I conducted an employee re-enrollment.  We received six completed new member applications and numerous requests for payroll deduction to begin from current members.  We took a cookie tray from Food Lion.


Description:
Delivered holiday premium to Jeff Leonard. Their business is slow; workers afraid to spend $. Hopes to see change in 6 months. Jeff said that our new facility is great. His company provided pipe for drainage. He periodically reminds his employees of this benefit. Will suggest they check out our loan rates when he knows they are buying cars, etc. Verified # of employees.


Description:
I tolk to Connie Carden about new prodact and servises and I will go to an enrollment on July,2 from 8-12:30.


Description:
Enrollment  at Foltz offis.I saw 8 employees(1curent member).with the following results:5 new members,2checking acct.3 payroll ded,2 loann appl:(visa and personal loan)


Description:
5/18/00-Brenda Hodges referred this lead to us.  Mr. Jones called back to thank us for the offer.  He also advised that Victory Masonic CU serves as their credit union.-KM


Description:
5/19/00 Mr. Simmons owns this franchise unit and is interested in our information. Package mailed.-KM


Description:
7/6/00 I left a voice mail for David Simmons to call me re: their decision to join RCFCU.-KM


Description:
8/21/00 Carol Knouse, Pat Payne and Cathy Pace met.  Subsequently, as this company has not replied to our offer to join RCFCU, it is being marked as a lost account.-KM


Description:
5/22/00 The person that I spoke with in HR(ext. 10) advised that they're HQ'd in Kansas City.  The local office is served by Summit CU of WS.-KM


Description:
I called back to the company.  I spoke with someone,  name unknown,   from the local office's payroll dept.  Her boyfriend joined AFCU via Novant.  She is interested now and advised that I call the hq. I did so and received a call back. Debbie Schuler did not recall how Summit was selected. She wants a package and will confer with the local production manager.  He is been on medical leave.  She asked that I call back 5/14/00.-KM


Description:
The corporate HR Director replied that they will not be pursuing this.-KM


Description:
Carol Knouse advised that we contact this company again since we have now opened our Westbrook office.  We less than five miles from this company. Sherry Bennett, the HR representative at the Winston office asked me to mail a package to her and one for Debbie Schuler of their headquarters. I did so on 8/16/02. I will follow up in two weeks.-KM


Description:
Spoke with Sherry Bennett to followup on previous activity between Sherry and Karen Morgan. Sherry sent the information that Karen had provided to their home office in Kansas City. Sherry said that they are already affiliated with Summit CU. She said that they have very limited participation. I did not pursue because of their Summit affiliation.


Description:
5/22/00 I called this company & will visit them on 5/23.-KM
6/5/00 I followed up with Louis Crockett.  He said that they are having a board meeting this week.  I will check back afterwards.-KM


Description:
7/5/00 Louis Crockett said that they have not made a decision yet.  They will discuss it again at the next board meeting; the middle of next month.  I will check back during the third week of August.-KM


Description:
8/22/00 Louis Crockett said that there is not enough interest at this time. I will mark this as a lost account.-KM


Description:
5/22/00 I was the originator on Debra Grant's mortgage.  I recalled that she owned this company.  She sounds interested and agreed to have a package sent over. Follow up needed in 2 weeks.-KM


Description:
7/10/00 I left a message for Ms. Grant to call me.-KM


Description:
8/22/00 I left a message for Debra Grant to call me re: the company joining RCFCU.  If I do not receive a reply by mid-Sept., then it needs to be marked as lost.-KM


Description:
10/12/00 I left one final message for this company. -KM


Description:
10/13/00 No reply received to follow ups.  I have marked this as a lost account.-KM


Description:
5/22/00 This company is part of Members CU.  Karen Everhart asked that we send a package to her. Will follow up in a few weeks.-KM


Description:
7/7/00 I left a v. mail for Karen Everhart.  I stressed that we would like to serve alongside their current CU, etc..-KM


Description:
7/10/00 I talked with Karen Everhart at length about our products and services.  She said that she will try to meet with the CEO about this.  They are served by Members CU.-KM


Description:
10/3/00 I left a v. mail for Karen Everhart to call me re: their decision.-KM


Description:
10/5/00 I asked Karen Everhart once again to please call me with their decision.-KM


Description:
6/9/00 I have scheduled an appointment with Brian Dale.  They are a subsidiary of Larson Manufacturing of South Dakota. They are very interested in this opportunity. The article in Traid Business said they expect their staff to grow to 175.-KM
6/14/00 I met with Brian Dail.  He is very interested in having the company join a CU.  However, he sees the lack of a branch as an obstacle and possibly the lack of participation.  I will forward a survey to him for his employees.He also said that they will have over 200 employees soon.-KM


Description:
Joyce and I were able to talk and she gave me the dates that would be good for a teacher signup.  The first day of school will be Tuesday, August 21st.  The best time for a reenrollment is the week of August 14th through August 18th.  I will call her around the end of July to schedule the session.


Description:
Delivered packets to Cathy Huffman to be put in mailing to new residents. We have scheduled 2 dates in June to visit with new residents to do a signup. 16th and 23rd.


Description:
Delivered 200 membership packets to Piedmont Plaza 2 at the request of Mark Sears. Packets to be used for orientation. HR has moved to Piedmont Plaza from the hospital campus. The HR Department is on the 5th floor of ONE Piedmont Plaza.


Description:
Anya, David and I attended the new hire orientation for incoming residents. Most residents are from out of state so we gave them a package. Koozie, pen, badge holder, map of WS and new membership packet. We did sign two new members with checking accounts and direct deposit. This is first visit of two. We are scheduled to attend again on 6-23


Description:
Deliver a 500 packets for employees.I tolked to Luba about product and servises.Luba- new SEG rep.


Description:
Called Sis Hamilon at Summit CU to get an update on her letter of overlap. She said she did not get the letter. I suggested we fax it to her Her fax number is 336-378-2743. I e-mailed H.Russ who left me an e-mail on 4-9-01 that he would fax the letter on Monday, April 9. Sis seemed agreeable and said that the request would go to her April 24 board meeting. She will then submit to the Credit Union Division and should have her letter to me in early to mid-May.


Description:
Received a call from Richard at NCUA. He received a letter from H. Russ regarding adding their subs. That letter should have come to me. I told him to hold onto it until I received the overlap letter from Summit. He said he would call the Credit Union Division today and see if they required credit unions to get approval from them for overlaps. He will call and let me know. He said that I should not wait longer than the middle of next week before sending it in. If we do not have the letter, just send an explanation of efforts.


Description:
Received work from Richard Arcia at NCUA that our request had been sent to General Counsel in Washington, DC. They have 30 days to consider.


Description:
Joni Black, Keri Joyce, Carol, and I conducted an information and enrollment session for the employees the Comp Rehab Plaza from 11:30 a. m. to 1:00 p.m.  

We took Post It Notes, pens, popcorn, cake and cookies as premiums.  

We held a drawing for gift certificates to Panera Bread.


Description:
Joni Black, Carol and I conducted an information session for the employees from 3:00 p.m. to 5:00 p.m at Comp Rehab Plaza.


Description:
I attended the WFUBMC Employee Benefits Fair from 6:45 a.m. to 5:10 p.m.  We saw a multitude of employees from the school of medicine and the hospital.  We had a team of employees from various departments throughout the credit union available to answer questions.


Description:
Attended annual benefits fair. Also delivered Christmas gifts to Ellen Fisher, June Wurtheley, and Ronda Mayberry.


Description:
I stopped in to drop off a sample membership packet for Rumell Averritt.  This is information that was requested by June who wants to put AFCU information in the bins at the hospital for the employees to pick up.  I went over the information in the packet and she stated that she will get back to me with the total number of packets that she needs.


Description:
I received a call from Rumell Averitt stating that June had reviewed our membership packet and that she would like to include it with the other information that is given out to new employees at orientation.  She stated that she needs 300 packets delivered as soon as we can get them to the hospital.  I told her that I would deliver them by Wednesday, February 6th.


Description:
I delivered 300 new membership packets to Rhumelle Averitt.  These packets are to be placed inside the new employee information that is handed out at orientation.


Description:
I met with some of the HR Reps to deliver our most recent Sharelines issues. (1 and one half boxes).  Henry Russ said that Summit CU's newsletter is available at the hospital and he wanted to know where ours was.  Per Darryl Worrell, I delivered ours to them.  The HR Reps voiced concerns that Summit provides a courrier to bring checks over for the employees.  They want to know whether we can do the same.  They also said that they have had many requests for changes to increase or decrease their deductions-although they never referred to it as deductions.  The said that they do not have a form for this and could we please furnish these for them?  I relayed this to Carol Knouse. Once the ATM is put in place, this should help. Payroll & direct deposit are being worked on.-KM


Description:
I called Billie Mayhew in response to her request that someone from our department attend one of their staff meetings to provide information about the benefits and services that are available through AFCU.  She requested a visit on March 20 at 8:30 a.m.   I left a message on voicemail


Description:
I returned a call to Billie Mayhew in response to her call to me.  We discussed my attending a staff meeting to present to the staff information about AFCU.  We decided on May 20th at 9:00 a.m.  I told her that I would provide refreshments.


Description:
Carol and I conducted an information session for the employees in the Department of Risk and Insurance Management.  There were 23 present.  

We took Krispy Kreme doughnuts and we held a drawing for a $10.00 Lucky 32 gift certificate.  We also took AFCU pens and popcorn.


Description:
I returned a call to Melodie Welch who had left a message on Karen's voicemail.  I left a message on voicemail.


Description:
Visited payroll department managers to discuss upcoming direct deposit campaign. Ellen Fisher, Darlene Blackburn, and Lynn Morrison were in attendance with Carol, Anne M./Brooke D./Mary Pickard, and Edee Wilcox.
Details of meeting in file.


Description:
Spent May 7/8/9 with employees of Baptist Hosp. Conducting direct deposit campaign.
Results: 205 Direct Deposits to AFCU/25 Direct Deposits to others/139 new memberships/103 new checking account applications. Will return on May 14/15/16.


Description:
On May 7th, 8th, 9th, 14th, 15th, and 16th I promoted direct deposit and  AFCU products and services at The NC Baptist Hospital. CK's notes include the summary of accounts obtained, etc.- KM


Description:
I delivered new membership packets to Rhumelle Averitt per her request.  These packets were to be given out to new employees at orientation.


Description:
On May 7th, 8th, and 9th, along with Carol, Karen and numerous other AFCU staff we assisted with the hospital's Direct Deposti Campaign.  Please see results listed under Carol's entry.


Description:
I along with Carol, Karen and a team of AFCU staff as we assisted the hospital with their Direct Deposit Campaign on May 14th, 15th, and 16th.  Please see Carol's entry for the results.


Description:
I assisted Carol and Karen with the Direct Deposit Campaign  for the third shift employees from 12:00 a.m. until 3:00 a.m.


Description:
I assisted with the Direct Deposit Campaign during the Employee Appreciation Luncheons that were held at the hospital on Friday, May 17th.


Description:
I attended a New Resident Orientation along with Carol, Karen, Napolean, and Jan Mabe.  We conducted a drawing for two $50.00 Hanes Mall gift certificates.


Description:
I attended the New Resident Orientation along with Jan Mabe, Karen Morgan, and Napoleon Richardson.  We conducted a drawing for two $50 Hanes Mall Gift certificates.  There were 52 residents who registered for the drawing.


Description:
5/14, 5/15,5/16 & 5/17 assisted with Direct Deposit campaign.-KM


Description:
6/17  Visited residents at Baptist re: direct deposit and our products and services.-KM


Description:
Met with residents re: direct deposit, etc.-Km


Description:
Called on Medoly Welch (dauther-in-law of Tom Welch, PACU) and delivered 200 of the 600 information packages they requested. We also discussed placement of information in HR bins places strategically around the hospital. We decided that it would be appropriate to put the Membership Brochure in their bins. Waiting for June W. to respond that this would be appropriate.
Also, related to Keri J. tht Melody;s son did not receive his free gift for opening a cd in mid-July.


Description:
Delivered an additional 300 packets to HR. Will not make additional delivery until later in the fall.


Description:
7/7/00 One of the main partners has been out due to illness.  I asked Sue Nelson to let me know their decision about joining.-KM


Description:
7/7/00 Sue Nelson called.  The firm discussed this at a staff meeting.  They do not wish to join.  I advised her that if they change their minds-to contact us.  I will mark this as a "lost" account.-KM


Description:
4/10/00 I met with Penny Bell.  She is a member with RCFCU and loves us! I do not know the number of employees but Penny indicated that they are  a small firm. I will follow up in 2 weeks.-KM.


Description:
I called Penny Bell to schedule an appointment for the employee presentation/signup.  I left a message on voice mail.


Description:
I conducted the employee presentation for the staff.  There are six employees, one was already a member and has been for 11 years.  The other employees all joined after the presentatio.  They have expressed interest in our mortgage products, holiday club, checking, and corporate credit cards.  I have added all new accounts and followed up on the other services that were requested.


Description:
I followed up with Penny on all unanswered questions as a result of the presentation.  I talked with Perry Crutchfield about the corporate card and he will contact Zach Bynum regarding the criteria for getting the firm involved.  I also faxed over Penny's authorization to debit her bank account to start her holiday club.


Description:
Belinda delivered the holiday premium to Penny 
Bell.


Description:
Called Penny to touch base and she if she needed any supplies or information. Just visited in December, everything is going well.


Description:
I called Penny to obtain her email address to assist Marketing in an email promotion that will be launched later this week in response to the recent stock market downturn.


Description:
Penny emailed me stating that it is okay to email AFCU promotional materials.


Description:
I stopped in to deliver the holiday premium.  I talked with Penny and she stated that she is very excited about the opening of the Westbrook Plaza location.  She stated that they are currently very busy in the office and that they do not need any AFCU materials.


Description:
4/10/00 I took a packet by their office.  The office manager was in a meeting.  The receptionist said that Lorie Meadows will be the decision maker.  I will follow up in 2 weeks.-KM
5/5/00 Lorie Meadows said they are served by WS City Employees CU.  She will, however, look at the information packet and let us know if she wants an overlap.-KM


Description:
4/10/00 I delivered a packet to Patti.  Will follow up by 4/14.-KM
4/25/00 I talked with Patti Fife.  She had turned the SEG packet over to the CFO and has asked the CFO about it a couple of times since then.  She has not received a reply.  Patti said their management meetings are on Mondays.  She plans to let me know after the next meeting. I plan to call her around 5/4 if no reply.-KM
5/15/00 I spoke with Patti Fife.  Now they are involved with establishing their new location.  She advised it would be best to follow up mid-June.-KM


Description:
7/11/00 I called Patti Fife.  They have moved to the new location.  They have not decided whether to join.  I will continue to follow up.-KM


Description:
10/9/00  I asked that Patti Fife call me back re: the company's decision to affiliate. I will follow up if she does not reply.-KM


Description:
I left a message for Patti Fife to call me.-KM


Description:
4/10/00 Delivered a package to Judy Loftin. Will check back within the next 2 weeks.-KM


Description:
7/6/00 Judy Loftin will be in the office on 7/10 after 11:00.  I was advised to call back then.-KM


Description:
7/12/00 Judy will double check with the staff & let me know by Friday 7/14.-KM


Description:
8/22/00 Carol Knouse, Pat Payne and Cathy Pace met on 8/21.  Subsequently, since this company has not shown interest in joining RCFCU, the account is being marked as lost.-KM


Description:
I held a sign-up session for this group. Four of four employees seen signed up.-KM


Description:
Received a call from Mr. Reilley. Saw notice in Sharelines regarding new groups.  He is a mbr. Now since father is retired Nabisco. Want to look at a package and show to other exec. Staff. Mailed package today.


Description:
Called John Reilly. Company has moved to Patterson, NJ. Still considering. Asked him to look at www.creditunion.net to see shared center locations. Said factory workers may not have pcs and would want a walk-in branch. He thinks this might work. Could ask for an overlap for factory but may not be necessary.  Will keep me informed.


Description:
Received a telephone call from John Reilly. He just faxed letter to us.  Will send to NCUA today. This company does not have direct deposit at this time.  He thinks his employees will use a nearby service center office for service.


Description:
visited with carol, frances, and karen for initial sign up saw 11 signed up 10 - cp


Description:
I assisted with the sign-up session for Pariser.-KM


Description:
I visited the company with Carol, Cathy, and Karen to conduct signups for the staff.


Description:
Mailed letter of solicitation to Albert Pariser.  See Pariser file.


Description:
Received $10,000 for a certificate of deposit for Mr. Albert Pariser, co-owner of company.


Description:
Received a call from Albert A. Pariser, Owner, saying that he had not received a monthly statement since his account was opened in Feb. Nor had he received a newsletter. I verified his address (which was correct) and re-created his statements. Mailed those along with a copy of Sharelines and a "cube" (which he requested).


Description:
Call from Mr. Pariser. Wants his son to join. Advised him to go online or call Mbr. Services. Mr. Pariser wants a loan for a Lexus Convertible. Interested in our current 6% rate. Advised him to call Lonnie Jones in The Lending Center.
Also faxed current CD rates to Mr. Pariser.


Description:
Mailed a holiday premium to Mr Pariser. Also send him a note thanking him for sending new business our way (Alan Goldstein and Robert Ambrosi). Send him a copy of his company's profile and asked him to encourage participation among his employees.


Description:
Received a call from John Reilly. Received the profile sheet on the company and wanted to know how to help grow the numbers. No local no-surcharge-arms in the area. I suggested he e-mail me an employee listing since not all of their employees work in the same location. He also requested I send information to him.
Will follow-up.


Description:
Received a call from Mr. Pariser who requested a loan for about $250,000. So that he and a partnere could buy a business in Florida with an asking price of $280,000. He would put about 205 down and wants us to finance the rest. I referred the call the Ken E. who spoke with him and asked him to put more $ in AFCU so that we could finance as a share-secured loan. Mr. Pariser seemed serious about talking to his partnerr about doing that. Ken will keep me posted.


Description:
Irene visited this company. She saw 12 employees. They did not have the $5.00 required to open their accounts but she left envelopes for them to mail in. She also left packages for 6 second shift employees. She gave out 2 family membership forms and 2 payroll deduction forms. She left premiums and held a drawing for a $25.00 Target gift card.


Description:
Received a call from Mr. Pariser who is looking for a place to put $300,000 to $400,000 to invest. The money is now sitting in a money market account at a NJ bank earning .8%. He is also planning to purchase a boat and is trying to decide whether to harbour it in Wilmington, NC or Charleston, SC  I explained NCUA protection opportunities for funds exceeding $100,000. He will decide and call back.


Description:
Mailed:
25 Membership Packets
25 Thermostats
25 Pens
& Raffle Tickets
for sign-up on Nov. 13th at 3 PM for second shift employees. Irene will be conducting sign-up.


Description:
4/12/00 Met with Sandra Hull & left a SEG packet for her.  She will check with the 2 owners and advise.  She is an RCFCU member. She mentioned that the company may relocate somewhere in the Triad. I advised her that this would not be a problem as they are located in WS and the employees are paid from here.-KM
5/15/00 I spoke with Sandra Hull.  She and one of the owners have reviewed the package.  That owner is interested.  The package is now with the other owner.  I will check back with her around June 12th.-KM


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

Debra Alford stated that she is receptive to a Credit Union Day event during the summer.  She is willing to allow a representative on-site quarterly and there is an opportunity to provide benefit information at new employee orientations.


Description:
bill sparks returned the call and we also tenatively, set up a sign up time for august 8th from 1-2 - cp


Description:
called bill to confirm board approval and presentation date.  Set 3 posters. Cp


Description:
8/8/00 Cathy Powell and I held a sign-up session at the Winston-Salem office.-KM


Description:
8/8/00 Cathy Powell and I held a sign-up session at BIMCO's Greensboro office.-KM


Description:
Julia Martin and I stopped in to meet Bill Sparks and to deliver the holiday premium.  Bill asked that we change his title from owner to manager.  He stated that it was beginning to create a problem with the owner when we mailed credit union materials to Bill.


Description:
I met with Bill Sparks to give him the holiday premium and to promote the CUABS and the sponsor company luncheon.-KM


Description:
4/17/00 I spoke with Chris Reid and subsequently mailed him a SEG packet.  Will follow up in 2 weeks.-KM
5/12/00 I called Chris Reid.  He said he did not think they would join.  He said that they have a lot going on right now.  I advised that I would follow up with him in a few months.  I will check back mid-July.  If still "no", I will mark as a lost lead.-KM


Description:
7/7/00 Chris Reid does not wish to have his company join RCFCU.  I advised him that if this changes that he can contact us re: membership.-KM


Description:
4/17/00 Called Carlton Roberts.  Mailed DEG packet. Will follow up in 2 weeks.-KM
5/5/00 Carlton Roberts called me.  Asked if we served any companies in their area other than Remington.  I said that we served Rouse's Group Home.  He expressed concern that we did not have a branch nearby.  I mentioned our on-line service, phone, fax, e-mail, etc.. Carlton did say that the plant manager is willing to listen to information about our CU.  Cathy Powell and I will meet with him on 5/8.-KM
5/8/00 Cathy Powell and I met with Carlton Roberts and Billy Corn, the plant manager. Mac McMichael, the owner, is away and will return in the next 2 weeks.  I plan to follow up within the next 3 weeks.  The two gentleman we met with do seem interested in adding RCFCU membership to their benefit package.-KM
5/26/00 I spoke with Carlton Roberts today.  He and Billy Corns thought joining the CU was a good idea.  Mr. McMichael, the Owner/President thinks the CU would interfere with their 401-K plan.  I assured Mr. Roberts that this would indeed not have such an effect. I offered to meet with the President.  Mr. Roberts said that he will check with Mr. McMichael again.  He asked that I call back later.-KM


Description:
visited with karen morgan as potential seg and discussed payroll information - cp


Description:
7/6/00 Billy Corns will return to the office 7/10.  Carlton Roberts was away from his desk.  I will check back with them next week.-KM


Description:
10/5/00 I called to speak with Carlton.  He will not be in until late this afternoon.  I asked that he call back.-KM


Description:
I talked with Billy Corns.  In so many words, he advised that the mill was not going to affiliate with us.  He is aware now that we have changed our name.  I have offered that affiliation is still an option and for them to contact us at their convenience should they change their mind in the future.-KM


Description:
4/14/00 Mailed packet to Angie Saunders for her review.  Mark Watts of our IT Department referred this company to us. He use to work parttime for them.  He said they are a specialized precision machine shop.  Angie Saunders, the original contact has referred the packet to Joe Landry.  She has given him my name and number.-KM
6/5/00 I spoke with Angie Saunders.  She said that Joe Landry said it was not convenient.  They are not interested in the CU Sercvice Center concept.  They do not wish to pursue membership.-KM


Description:
4/18/00  I met with Kathy Loebb of the firm.  Left a packet with her.  Will follow up in 2 weeks.  She thinks one of the partners will be interested.-KM
6/5/00 I called Kathy and her last name is Webb.  She said that Attorney Parrish is looking over the information and should be making a decision shorlty. She asked that I call back next week.-KM


Description:
7/7/00 Kathy Webb said the attorneys are tending to a big trial.  They need more time to decide.  I  will check back in 2 weeks.-KM


Description:
10/3/00 I left a v. mail for Kathy Webb to return my call-to let me know if they want to pursue affiliation.-KM


Description:
10/23/00 I talked with Kathy Webb.  She needs to check with Attorney Parrish regarding their decision to affiliate with us.-KM


Description:
I left a message for Kathy Webb to return my call.-KM


Description:
I left a voice mail for Kathy Webb.  I asked that she let me know if they planned to pursue affiliation with AFCU.  If I do not receive a response by next week.  I will consider this as a lost account.-KM


Description:
4/18/00 I called Talton's today and arranged a meeting with the officer manager, Judy Royall for 4/19/00. -KM
4/24/00 I met with Judy Royall and left a packet with her on 4/19.  I mailed a folllow up letter to her on 4/24.  Will call back in a couple of weeks.-KM
6/7/00 I spoke with Judy Royall.  She has not reviewed this with the company president yet.  She asked that I check back with her in a few weeks.-KM


Description:
8/21/00 Carol Knouse, Pat Payne and Cathy Pace met today.  Subsequently, it was decided that since this company has not replied to our offer to join RCFCU, we will consider it as a lost account.-KM


Description:
4/18/00 I met with Rodney Windsor and another company officer, named Jim-I do not have the last name of this person.  They contacted us via the call center.  I am assuming that it was due to the referral form in Sharelines.  They are currently with Members CU.  They have been advised by Members that there will not be any branch built near Salemtowne.  Salemtowne is mainly considering us because of the  convenient location of our branches to their office.  I left a SEG packet with them and will follow up in 2 weeks. -KM
4/28/00 Rodney Windsor called for clarification on some of our products. He said they will be making a decision within the next week.-KM
5/3/00 Rodney called to ask how long it would take to get Salemtowne set up with RCFCU.  I went through the procedure again with him re: submitting the letter to NCUA & then to our board, etc.. I advised him that it may take 2 months or so depending on NCUA's review.-KM
5/11/00 Rodney wanted rates on MM account and 15 & 30 yr mortgages.  I called him back & promoted the ARMs too.-KM
6/12/00 Rodney is awaiting the updated version of the letter of request to join RCFCU so that he can amend it & forward it for NCUA review.-KM


Description:
participated in the initial presentations. - cp


Description:
participated in the afternoon presentations for the employees. - cp


Description:
8/23/00 I assisted with the sign-up session.-KM


Description:
8/23/00 I assisted with the second sign-up session at this sponsor company.-KM


Description:
Lisa Southard and I stopped by to visit Rodney and to deliver the holiday premium.  Rodney was in conference with another employee and we were not able to speak with him.  The premium was left at the receptionist's desk.


Description:
Lisa and Frances delivered the holiday premium.  Rodney had someone in his office and we were not able to see him.  The premium was left at the front desk.


Description:
I returned a call to Rodney Windsor regarding Allegacy Federal Credit Union's special seminars that are available to the seg's.  His specific interest was whether we offered seminars on taxes.  What he would like is for someone to come out and talk to the staff about how to read a W-2 Form, the importance of filing by the tax deadline, and similar general tax tidbits.  I told him that we do not offer that type of assistance.  He did request a copy of the seminars that are available through the credit union.


Description:
I mailed a letter and a copy of seminars that are available to our sponsor companies.


Description:
I assisted the entire Business Development Team with a reenrollment.  We had 26 employees to register for the four calendar, clock, calculators that were given away.    The drawing winners were Mary F. Parrish, Rebecca Gilyard, Ronda Sparks, Reba E. Sparks.  We received eleven new membership applications, one family membership and two requests for premium checking accounts.


Description:
I assisted with a member sign-up session.  Ken Elkins gave two seminars on car buying. Our staff met with the employees one on one in the solarium.-KM


Description:
I returned a call to Jim Fatzinger about a mini employees benefits fair that is scheduled for Wednesday, May 16th.  I will attend the session.


Description:
I talked with Jim and confirmed that Dave Solomon and I will be in attendance at the employee benefits fair.  Dave will conduct a seminar on insurance and I will be available from 1 p.m. to 5 p.m. to answer questions and enroll members in the credit union.


Description:
I received a letter from Jim Fatzinger confirming AFCU's participation in the employee Benefilts Fair.


Description:
Met with sandra after several phone calls.  The had considered a credit union in the past but chose not to do it at the time due to the bankers on the board and similarities with wachovia's group banking program.  They have 3200 employees with 2700 in the hospital and require direct deposit .  Do still have some employees that are grand fathered into getting a payroll check, very few.  The average age is 40.  They are paid bi weekly.  Would like board representation and branch on site with atm. Follooing up in two weeks. - cp


Description:
At the request of C. Pace, called Sandra Nunn who was much too busy to discuss and asked that we call her back in mid-January. They are implementing a new benefits package and she is too involved to consider at this time.  Asked that we call her back the 2nd week of January, 2001.


Description:
Met with Sandra Nunn. Very receptive. Wants another letter outlining services designed with medical employees in mind.  Also, information regarding charity contributions, etc. Also wants me to do a presentation to her VP Human Resourses.  Take Ike, Napoleon, Brooke, on next visit. Met with Ike to let him know results. He wants a meeting to plan our next step.  See file for more details.


Description:
Received a telephone call from Sandra Nunn who told me that she is retiring on July 6. She is being replaced by Jackie DelaSanta and Marion Stanopoulos (704-783-3549). Sandra has been working 13 hour days. She turned 63 about 2 weeks ago and feels that it is time to go. We discussed her plans for gardening and taking care of her 65 year old husband, her two grown daughters and 4 grandchildren. What a delightful lady!
Sandra told me that she will turn the file over to Marion and suggested I mail her a new package. She thinks affiliation with AFCU will happen at some point. She encouraged me to stay in touch with Marion and suggest a meeting at a later time.


Description:
Called Jackie DelaSanta, HR Benefits Jackie said that they have several bank leaders on their board of directors. About 6 months ago they turned down several local credit unions because of this. They have several "bank at work" programs in place but I pointed out that those were only as good as long as the employee worked there. I went to great length to tell her about our years of experience in serving the medical community and that some of our products and services were designed especially for medical employees. I also told her some of the large medical groups in our field of membership. I then told her about our Emergency Loan Program. This seemed to really get her attention. She asked if I could mail her a package of materials. Of course, I said that I would but I also asked for the courtesy of a personal visit. I offered to speak with her board.
I then suggested that she go to our website to check us out. She was very pleasant and said that she would do that as soon as possible. Will follow-up.


Description:
Called Jackie who said that she had received my package but had purposely not read it yet. She is going out on medical leave starting Wednesday, April 23 and will return the week of May 5. She has saved her reading materials for her recuperation time. She asked that I call her the week of May 12. She wants to talk with her director again but she said this is not something they are looking at right now. 
Will lollow-up.


Description:
Called for Jackie. Her message said that she would be out until May 19 and would work on a reduced schedule until May 26.


Description:
Spoke to Jackie, the 1st time since her surgery. She is working full-time again. She said that she and their director will be talking about new benefits for next year when they meet in September. She asked that I call her then to see what decision has been made. If anything comes up before then, she will call me. I reemphasied that there are no expenses relative to this benefit. She was very cordial.


Description:
Cold Call to Betty Hamm who was in an insurance meeting for the rest of the day. Left materials with receptionist. Will call for later discussion.


Description:
Spoke with Jody Yawn, Betty Hamm's administrative assistant. They are in the process of changing their insurance plan, are having employee meetings and are under a great deal of stress right now.  I told Jody I would call back in mid-October. They do not have direct deposit. Payroll is prepared in Mt. Airy. Jody complimented us on the gift calendar we gave to Betty. I told Jody I would bring one to her on our next visit up there.


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


Description:
Spoke with Jody Yawn. She said Betty Hamm had probably looked at our package and had decided not to do anything now. She will check with Betty and call me back with an update. I explained that getting the approval was the only time she would personnaly spend on adding this benefit. Jody thanked me for the call.


Description:
Cold Call to Andrew Pearson in Mt. Airy. Mfg. Of glass furniture. 35 employees. Hal Brownfield could not meet with us at this time. Will follow-up.


Description:
I accompanied Carol Knouse on a call to this company.-KM


Description:
Cold Call. Spoke with Receptionist. John and Dwight Springthorpe own different businesses in the same building. Holly Beck, Accouting, can be called for more informaiton.


Description:
I accompanied Carol Knouse on a cold call to this company.-KM


Description:
Holly Beck is no longer employed here. Left messge for Dwignt Springthorpe to call me about possible affiliation.


Description:
No response from company. Considering as Lost


Description:
Cold Call on this business. Was not able to speak with owner. Shares a building with brother, John (South Data). Will call later for more information.


Description:
There is currently no listing for this company. They have either gone out of business or they have changed their name. Will indicate lost.


Description:
Spoke with Mike Hayes, HR in Mt. Airy. Said they were affiliated with Choice FCU because of headquarters in Burlington. Jim Wooten in VP of HR in Burlington. His assistant is Patti Huey. They have about 400 employees in Mt. Airy.


Description:
I accompanied Carol Knouse on a call to this company,-KM


Description:
According to local newspapers, the Mt. Airy facility is being shutdown. Called and verified. Employees are being transferred to other locations or are being laid-of.


Description:
Cold call on this company. Deborah Jones was not available for a meeting. Company designs and manufactures custom thermoformed plastic packaging products, contract packaging, and manufactures associated tooling.
Will followup.


Description:
No telephone listiing for this company. Will try to research on next visit to Mt. Airy. In the meantime will consider as Lost


Description:
Cold Call on this company. Met with Sherry Greene, HR Director. Have about 200 employees. Do not currently offer direct deposit. Company offers a 401-K through BB&T. Paid weekly. Lowest wage is $6.00 per hour for starting employees. CFO, Budge Gage, would be decisionmaker. Will not pursue, Sherry may call later to discuss further.


Description:
Cold Call on this company. Roscoe Beck, HR Mgr. Was not available. Decision-maker is Robert Lanoue. Now have about 300 employees.  Will call back to discuss.


Description:
9/19/00 I accompanied Carol Knouse on a sales call to this company.-KM


Description:
Spoke with Roscoe Beck. He said Mr. Lanoue is the decision maker. Told me to mail a package to him. They have a 401-K but not many employees participate. Will mail updated information.


Description:
Cold Call on Kelly Surrantt, HR. He said that they had looked at RCFCU several years ago but decided not to do anything. They have employees in 13 states. I told him about our ability to serve remotely, etc. He personally would like to see this and promised to talk with his superiors about this benefit. He did say they have high turnover.  Will followup.


Description:
Called Kelly Surratt. Said he passed the information along to his supervisor, Zach Blackmon.  Mr Blackmon said that he didn't want to bring this up again with management. They had looked at it seriously in 1996 and they just didn't seem to want to get involved. I asked Mr. Surratt if it would be okay for me to call Mr. Blackmon just to chat. He said that would be fine. I expect him to tell me know..I just hope he will be kind and give me time to explain the process.  Plan to call him within the next few days.  CK


Description:
called donna garland and she returned my call to come by on 9/14. - cp


Description:
donna could not meet with me but I left package. - cp


Description:
talked to donna and she had gone through our package and is going to talk to the employees about it on Friday in their staff meeting.  I reminded her where our branch will be. - cp


Description:
March 27th I sent information packet to them. I called her and she wants to do a survey. I emailed the survey on 3-28. On 4-21 I emailed her to follow up on survey-no response. I called on 4-29 and spoke with her directly. She said she has not had time to pull survey from email yet but she will try and get back to me next week. Made not e to follow up later.


Description:
I called Den Gammons at Pike. He received all of the information that I sent to him. He told me that his company was making changes to the benefit plan to help woth cost saving measures. The HR Director , Barney Ratliff will be handling in May. 04 Dean is a project manager for the power line division and a member of Allegacy. He is pushing to get this approved.


Description:
7/7/00 I left a voice mail for Ruth Burcaw to call me.-KM


Description:
Called Sandra.She told me there 2 states involved and it would not be possible to schedule an enrollment for employees.She would like to mail 12 packets.

Mailed packets to PO Box 5749
W-S, NC 27113


Description:
Met with Teresa Rogers and Ralph Pedersen, H.R. Director, to discuss previous visits regarding affiliation with AFCU. They will prepare letters. Ike will hand-deliver letter to Sis Hamilton at Summit. WFU hopes to be able to enroll after the first of next year (2002). Enrollments will be held in the Green Room, just outside HR Dept. Their Benefits Fair will be held in May. We are invited. All employees on-campus except for those at Graylyn (about 125). Once AFCU is approved, only AFCU will be offered to new employees. Summit will not be offered to new employees. Those employees who now have Summit can continue but it is their hope that those will eventually phase out. I will work with Teresa Rogers in this group. Their orientation is held every other week. We can provide materials for them to give to new hires.


Description:
Received notice that WFU had been approved by NCUA. Called Teresa Rogers to let her know and to have her begin the plan dates for enrollment, etc. She will get back to me after the 1st of next year.


Description:
I stopped by to see Heather Leach to pick up a Student/Faculty/Staff 2001/2002 telephone directory.  This will be useful as we prepare for the upcoming enrollment for the University.


Description:
Kelvin and I delivered the popcorn, post it notes, chapstick, and mints to the Green Room on campus for the enrollment scheduled for March 5th and 6th and March 13th and 14th.  The supplies that were delivered should accommodate the potential 2600 employees.


Description:
Carol, Karen, Keri, and I conducted an information and enrollment session for the employees of Graylyn Conference Center.  We saw 24 employees.


Description:
Carol, Karen, Belinda, Tonya, Allison, Cheryl, Sue, and I conducted an information and enrollment session for the employees of the university.


Description:
I called Robin Ganzert to ask if it would be possible for AFCU's Business Development Department to schedule an enrollment and information session for the employees at the Babcock School and The Law School.  She stated that next week was not good due to Spring Break.  She stated that it would probably be better if we were to come out after Easter.  We agreed on Thursday, April 4th from 9:00 a.m. until 11:30 a.m., in room 1125 of the Worrell Professional Center.  I told her that we would bring a fruit tray(s).

I emailed Robin to find out the approximate number of people who are employed by the two schools.


Description:
I assisted Business Development with an enrollment session at WFU.-KM


Description:
I assisted Business Development with an enrollment session for WFU.-KM


Description:
I assisted with an enrollment session at WFU.-KM


Description:
Karen and I conducted an enrollment session for those onsite during spring break.


Description:
Karen, Kelvin and I conducted an enrollent for the staff who were present during spring break.  


Kelvin, Tonya, and I moved to the library to be available to the staff.  We saw a total of seven employees.  The staff was watching WF in the NCAA Tournament.


Description:
I stopped in to drop off the key to the Green Room closet.  I had planned to talk with Theresa Rogers about a date that we can come back out to the University for the faculty and staff.  Theresa was not available.


Description:
I assisted Business Development with the enrollment session.-KM


Description:
Enrollment at Graylyn Conf. Center. Saw 28 employees with the following results:
14 new memberships
8 Kids Clubs
1 Money Market
2 Holiday Clubs
3 checking accounts
4 current members


Description:
Carol and I conducted an information and enrollment session for the staff of the Babcock School.  We saw a total of 22 employees including:  four existing members, nine new memberships were received, five Blast Off Club accounts, one Access Teen account, four new checking accounts, five Holiday Club accounts, and one Money Market account.   

We took a fruit tray from the Fresh Market, popcorn pens, and we held a drawing for a $10.00 gift certificate to Lucky 32.


Description:
Accompanied Frances Campbell with an enrollment at the Worrell Business School.


Description:
Received a call from new member Donnette Leonard #80981250 who was upset since her checking acct. was denied. She planned to also close her savings acct. Had tried all day to get someone to respond but kept getting the run-around. I called her at home and told her about the Chex Systems records and asked that she contact Centura to see what was necessary to get that cleared. I told her we would take another look at the checking account after that record was cleared. She said she would reconsider closing her account and thatnked me for giving her the personal attention she needed to understand what had happened on her account. Will follow up.


Description:
Accompanied by Frances, Karen, & Traci Tullos attended the annual benefits fair at WFU. We had an opportunity to visit with approximately 300 employees, (some were already members of AFCU) with the following results: 24 new memberships/1 Kids club/1 new payroll ded. For current member/5 checking accounts. We distributed credit union information to those who would accept the literature. This event was more successful than we had anticipated, based on previous experience. Wachovia had scheduled to be a vendor but did not attend. Summit CU was no in attendance.


Description:
Delivered 100 membership brochures to Gloria Stickney to be used for new employee packets.
Requested additional 200 packets for later use. Karen Morgan will deliver.


Description:
I accompanied CK, FC and Traci Tullos for the unversity's benefits fair.  Our booth was one of the most popular booths at the event. For details of memberships, see the notes entered by Carol Knouse for this event.-KM


Description:
I accompanied Carol, Karen and Traci to the Annual Benefits Fair.  Our table was extremely popular with the staff and received a lot of visits.


Description:
Received a telephone call from Doris McLaughlin, Dir. Of EEO/Employee Relations Mgr. She wants to meet with me on Monday, July 8 at 2:30 pm to discuss some proposed changes. She said I did not need to bring anything with me and that I would have this in my head.


Description:
Received copies of e-mails between Brooke and Sharon Andersen concerning their payroll deduction file. (See WFU file for details). Sharon left message to let me know that she was under the impression that their payroll process was running smoothly until she received Brooke's e-mail onThursday, Aug. 8, in which she gave them until Sept. 6 to resolve the issue or that we would no longer process their payroll deduction. Sharon said this was a "slap in the face" since it was not possible to handle this in such a short time-frame. She said that she and Brooke than talked and that they had done a test run on Tuesday night (8-13-02) and that it went smoothly. Sharon said that she really wanted to push mandatory direct deposit. She thought we were pushing payroll deduction, not direct deposit. Sharon is out until Monday, Aug. 19. I plan to call her when she returns to see how we can make this right.


Description:
Received a call from Sheila Hutchens who advised that AFCU was conducting a job fair onsite at WFU on Sept. 18


Description:
Attended an all-day event with Karen and Traci to encourage student employees to participate in AFCU. Only a few students were vaguely interested but a number of new memberships were started for the Dining Services employees who are employees of Aramark. Component 0761


Description:
Ditto Carol's notes for this date.  The student-employees had been notified via a cover letter and payroll flyer that Teresa Brown had attached to their paychecks.  This went to approximately 500 students. WFU's computer system has not been updated to purge names of former student employees.  We chose not to send a mailer to anyone other than this group of 500.-KM


Description:
Attended WFU enrollment for direct deposit. Saw 27 with the following results: 3 new memberships,4 new payroll deductions, 5 new direct deposits, and 4 new checking account applications.


Description:
Attended Belinda and Anya along with Carol. She her previous note for results.


Description:
Enrollment at WFU. I sow 26 employees             (10-current members)  with the following results:  11 new memberships, 8 checking accounts,7 Holiday Clubs, 2 VISA applications,4 refl. --car loans,8 direct deposits,2 home Eq. Refl,1 mortgage..


Description:
Prepared for benefit fair 4-23-03 10am- 4pm. Benefit fair is located in Benson Center. We are taking 300 pens, popcorn and cylinders. We are also taking 50 membership packets. In attendance: Carol ,Anya, Belinda and Melody part of the day.


Description:
Planned and worked their annual benefits fair along with an AFCU team. Estimate we saw 100 employees, most of whom were already AFCU members. New business: 6 new membership/8 new payroll deductions/1 checking acct.. We did give information packets to those who were not AFCU members.


Description:
Carol, Belinda, Anya, Patty, Heather, Elizabeth attended benefit fair.


Description:
I called to talk with Father Dimitri and to tell him about Allegacy.  He requested that I mail him a packet of information for him to review and he will call me to schedule an appointment.


Description:
I called Father Dimitri to ask if he would had received the packet of information and had an opportunity to review it.  He stated that he had revceived but not reviewed it and asked that I call him back in a week.


Description:
I followed up with Father Dimitri to see if he had  reviewed the information in the packet and he stated that he has not but did schedule an appointment with me to review the packet for Monday, November 5th at 11:00 a.m.


Description:
Did a 2 minute presentation for 47 Novant Jr. Volunteers. Prepared a package (sample in file) outlining AFCU benefits. Orientation was not well organized. We were not listed on the agenda nor did they give out our packages until they left at 12:00. (Scheduled to begin at 8:30, started at 8:45.)


Description:
Mary Ann Batsche attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
Visited briefly with Mary Ann who is consistent with attending our SEG Luncheon. She is supportive of AFCU and again invited us to participate in the volunteer event in June. Will followup for date.


Description:
Delivered 56 packets that this office will present to the Junior Volunteers who are attending orientation on May 31. Visited with several volunteers who said that they support AFCU and that they suggest that new volunteers participate.


Description:
I met with Kevin Dunson 1/23/01.  He has worked for Bank of America.  He also has an account with Kelly Services Credit Union and does not think that they are efficient.  They do not have anything like our MIA24 or on-line access.  He has to obtain approval from the Nashville office of Cricket Communications to affiliate with AFCU.  He does not know whether the corporation has a credit union or not.  The corp. is part of Leap Communications.  He mentioned that they have a Charlotte office.  Once this sale is closed, I will contact him about who to call in Charlotte.-KM


Description:
Kevin Dunson called to say that the request to affiliate had been forwarded to the their Nashville office.  He had done what he could.  I offered to talk with someone in the Nashville office if needed.  He is very anxious to join AFCU.-KM


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I checked with Kevin Dunson re: the status of affilation with AFCU.  He has not heard back from the Nashville office.  I plan to follow up toward the end of the week.-KM


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I left a message with Kevin Dunson to please advise me of the status of their decision to affiliate.-KM


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Ditto the previous message.  I asked Kevin to visit our web site and ask the Nashville office to do the same.  I asked that he call re: the status.-KM


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I left a message for Kevin to call me back,-KM


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Kevin Dunson called on 4/21 (Sat) to say that the regional office will consider a cu toward the end of the year.  They are not going to do anything right now.  I called back to leave a voice mail for Kevin that I would check back with him in October.-KM


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Angie Mehaffey and I met with Ed Swaim on 1/24.  We discussed the benefits of the credit union.  He said that many of the staff were members with State or Members. After the staff meeting of late Februrary I will follow up. This firm used to handle accounting functions  for CMCU per Carol Knouse.-KM


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I talked with Ed Swaim.  They have not reached a final decision yet.  It sounds as if it could go either way. He asked that I call him back at the end of the 2nd week of May.  He will try to have an answer then.-KM


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I talked with Ed Swaim.  He had discussed this with his staff.  The biggest disinterest was the lack of a branch in High Point or Greensboro. They also have a small office in Asheboro. I stressed  web banking, Cash Points, etc.  He said to check back in 6 months to a year.  He thinks that the Wachovia deal may change a few minds. For now I am considering as lost.-KM


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Spoke with Sue Southard. I will drop off a package for her today. She will speak to Dr. Burke to see if there is any interest. Three Offices, W-S, Walkertown, Kernersville


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Spoke with Sue Southard. Said she had passed package on to Dr. Burke. She said they had been approached by another credit union and there did not seem to be much interest. She asked that I call her back mid-week March 5.


