# tblActivities

Description:
Great, we look forward to seeing you!
 
________________________________________
Tori Baker
Allegacy | Sr Member Development Specialist, Member Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


From: Chris Stanley [mailto:cstanley@stanleybenefits.com] 
Sent: Wednesday, March 29, 2017 11:51 AM
To: Baker, Tori
Subject: Smoothies

Tori, thanks again for bringing by smoothies for our folks tomorrow morning.
I have about 20 confirmed but I am sure others will swing by as well.

See you tomorrow morning.
Thanks.


Chris Stanley, MBA, CRPS, AIF®
Vice President
Stanley Benefits
7800 McCloud Road, Suite 200 (27409)
PO Box 8249
Greensboro, NC 27419-0249
Office: 336-271-4450
Fax: 336-271-4455
cstanley@stanleybenefits.com
www.stanleybenefits.com


Description:
Wes,

Here’s the contact information for Pam Kline.  She’s the Branch Manager for our Battleground location.  I know she’ll take good care of you and your wife.  Please feel free to reach out to her or let her know if you would prefer her to reach out to you.

Pam Kline
Allegacy | Financial Center Manager, Greensboro - Battleground | NMLS # 1309352
P 336.794.8480 | F 336.774.5295 | E pkline@allegacy.org

 
________________________________________


Description:
Amy Bell won our drawing for the March meeting.  $50.00 Amazon Gift Card.


Description:
Called and spoke with Kim Sisk the Director of HR.  They're partnered with Truliant.  Not interested in partnering with anyone else.
Company has doubled in size over the past 4 years.
115 full time employees


Description:
called and left message for George Black


Description:
sent email 2/24/16 - never received a response


Description:
Stopped by nand left Business card and info on CU and the $50,000 give away. Info left with recepionist


Description:
05/22/2017 New owner and name change from Clemmons Nursing & Rehab to Regency Care


Description:
Called to update contact information and found that Kori Lowe is now HR manager. Put her new information into SEG manager


Description:
Spoke with Regina about an on-site visit. They would like us to do the visit in conjunction with their open enrollment in September. I will call her back mid-August to schedule


Description:
Called and spoke with Ms. Rhein about an on-site visit. She said that they did not have time now, but that I could check back at a later time.


Description:
Left VM message introducing myself and asking her to please give me a call back


Description:
I talked with Amy .  She's not the decision maker.  She did ask for me to send her some information via email and she would pass it along.


Description:
I emailed Amy the benefits for their employees.


Description:
Talked with Susanna Mc Grath Director of Human Resources.  They currently do not partner with a credit union.  She asked that I email her some information.


Description:
sent email with the benefits for her employees along with the SEG Letter and Factors to Consider.


Description:
Provided breakfast for staff meeting and presented.  
4 new members
lg chix mini tray
med chix nugget tray
small fruit tray


Description:
Provided breakfast for staff meeting and presented.
7 new members
3 doz each mini sausage balls, sausage biscuits and ham biscuits


Description:
Onsite - Wallburg location - 200 employees
provided Juice Shop smoothies- we took 160 we only needed 100
5 new members


Description:
Piedmont Parkway location - 300 employees
we took 150 smoothies only needed 100
2 new members


Description:
Updated contact information and discussed an on-site visit. He was agreeable to an on-site visit in late June 2017


Description:
Met with partners and they are not wanting to develop any new relationships with CU, primarily due to us not being able to handle their Trust accounts, since that is where the bulk of their banking business goes. They are very open to re-addressing this if we get the ability to handle Trust accounts.


Description:
Good morning Susanna,

Thank you for taking time out of your busy schedule to talk with me about Allegacy Federal Credit Union!

Here’s an overview of  the banking services that we offer to help meet our members financial needs.
•	Checking
o	SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.
o	We’ll also refund up to $25.00 in ATM fees per statement cycle with our SmartRate Checking accounts.
•	Savings 
o	Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets and IRAs
•	Loans 
o	Auto - as low as 2.19% New and Used
	We offer an auto buying service at no additional cost
	New or Used vehicles
o	Mortgages 
	15 year and 30 year Fixed, VA, FHA, and USDA
	5/1 and 7/1 ARM
o	Equity Lines
	Up to 100% of the value
o	Credit Cards 
	No annual fees (We currently have a low balance transfer rate or 0.5% with no transfer or annual fee.)

Key Benefits At A Glance:
•	No-surcharge ATMs 
o	Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.
•	Free Online Banking
o	WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!
•	Visa Check Card
•	Convenience Services
o	Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.

I’ve attached the information that we would need for the Children’s Home Society to become one of our Select Employer Groups.  If you’re interested partnering with Allegacy to offer your employees these additional benefits at no cost to you all we’ll need is for you to fill out the two attachments and email them back to me.  In the meantime, please feel free to contact me with any questions or concerns.

Best ,

Tori 
________________________________________


Description:
Confirmed date for On-site visit with lunch.
Noon 06/27/2017


Description:
Visited office and discussed doing an on-site visit. They said they were interested, but would like for me to check back with them in mid July as they are short staffed right now.


Description:
That would be GREAT,  thanks for the invite

Margie Craig
HR Manager
HAECO Cabin Solutions
5568 Gumtree Road Winston-Salem, NC 27107
336.464.0122 x22009   336.698.6076 Cell
336.464.1592 (fax)

People will forget what you say, People will forget what you do, but People will never forget how you made them feel.  Maya Angelou
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From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Wednesday, May 31, 2017 11:39 AM
To: Margie Craig <Margie.Craig@haeco.aero>
Subject: Dash Game - Monday, June 12th

Hi Margie,

I would like to invite you and a guest/friend to join me in our suite Monday, June 12th at 7 pm at the Dash game.  

Please RSVP by Wednesday, June 7th.

________________________________________
 
Tori Baker
Sr Member Development Specialist, Member Development


Description:
TO-DO ITEM DELETED 03/11/2019

Subject: RE: Dash Game - Monday, June 12th
From: "Baker, Tori" <tbaker@allegacy.org>
Date: Wed, May 31, 2017 2:11 pm
To: "smartin@piedmontent.com" <smartin@piedmontent.com>
Bummer, I hope all goes well with your knee surgery!  
 
I would be more than happy to offer Susan the option!  What’s her email address? smoorefield@piedmontent.com
 
 
________________________________________
Tori Baker
Allegacy | Sr Member Development Specialist, Member Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: smartin@piedmontent.com [mailto:smartin@piedmontent.com] 
Sent: Wednesday, May 31, 2017 1:50 PM
To: Baker, Tori
Subject: RE: Dash Game - Monday, June 12th
 
Tori,
 
As much as I would love to attend on the 12th, I am scheduled to have knee surgery that day.  Not thinking I will be in the right state of mind afterwards.  If you would like to extend the offer to Susan Moorefield, that is fine with me.  Thanks for asking.
 
T. Scott Martin, MBA
Practice Administrator
Piedmont Ear, Nose & Throat Associates
110 Charlois Blvd
Winston-Salem, NC 27103
P:  (336) 714-1039
F:  (336) 659-2446
 
 
Note:  This message is intended only for the use of the individual or entity to which it is addressed.  This communication may contain sensitive or protected information that is subject to protection under state and federal laws, or other privileged, confidential or proprietary information of Piedmont Ear, Nose & Throat Associates that may not be further disclosed.  If you are not the intended recipient, or the employee or agent responsible for delivering this communication to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited.  If you have received this communication in error, please notify Piedmont Ear, Nose & Throat Associates immediately by replying to this message and deleting it from your computer.  Thank you.
 
 
-------- Original Message --------
Subject: Dash Game - Monday, June 12th
From: "Baker, Tori" <tbaker@allegacy.org>
Date: Wed, May 31, 2017 12:01 pm
To: "smartin@piedmontent.com" <smartin@piedmontent.com>
Hi Scott,
 
I would like to invite you and a guest/friend to join me in our suite Monday, June 12th at 7 pm at the Dash game.  
 
Please RSVP by Wednesday, June 7th.
 
________________________________________
 
Tori Baker
Sr Member Development Specialist, Member Development


Description:
Onsite event, we provided lunch for the employees


Description:
Reached out to Annetta Teeter RN, Phusician Outreach.  I had met her at another event earlier in the year.  She had asked about participating in our health fair at Allegacy.  They were able to set up as a vendor.  She's already an Allegacy member.  I talked with her to see who the contact is for their office.  They are not a SEG with us.  
Michelle Wallace is the Practice Mananger.  Her contact information is 336-714-3544.  Email:  mwallace@gapgi.com


Description:
LM for Holly to see if we could partner together.


Description:
LM for Angie Martin to see if we could schedule an onsite visit.


Description:
Called to update contact information and spoke with Chelsea Barker, receptionist. She gave me the new HR person and her information.


Description:
Spoke with receptionist and got the last name of the company rep.


Description:
Spoke with receptionist and got updated information and left a msg for Donnette to call back. Andrea Wall has been gone from the company for several years and the new person is Donnette Gilbert. The number of employees we had listed was 200. The actual number currently was stated as 120.


Description:
Receptionist would only verify the information we have on file currently is correct. She could not give # of employees or an email address for Geri Pilla.


Description:
Spoke with Judy Mitchell she is the owner and representative. She said that they did not want an on-site visit and did not need any information.


Description:
Called to speak with John Myers and he was not in the office. Guys in the office told me to call back. I will follow up. Was told he does not do email and he doesn't keep regular hours, but he is the decision maker. Took Jimmy Probst out because I told to speak with John.


Description:
Updated contact information for Verna Shore, Contact number and email address.


Description:
Spoke with Verna Shore and updated her contact information. Nothing needed at this time.


Description:
Spoke with Robin and found out the contact number we have on file is incorrect. Also the company name is spelled with only 1 "e" in Caffe. Changed the company web information to reflect that and the email address for Robin.


Description:
Confirmed and updated number of employees.


Description:
Updated contact information. Sent email no reply.


Description:
Spoke with Sharon, HR Asst.
Updated contact information. In 2015 there was a merger between Mead and West Company. The name changed to West Rock. Primary and Rep information has changed. Number of employees is still approx. 700. 

No one has visited in the last several years and they are open to a possible onsite visit. I will follow up.


Description:
No number was listed for the HOA. Did locate a website but did not locate BOD/Officers info . Called the number that I was able to locate 336-945-5510. Called multiple times and could not get anyone and was unable to leave a message.


Description:
Company name has changed to Merge-Tech. Could not verify any additional information. Called and left msg. No one returned my call. Updated with an email address.


Description:
Name of Rep is pronounced E ah wha. Verified profile info.


Description:
Canady and Thornton no longer practice. Burge has branched out and began his own practice some time ago.. Ph # disconnected. Correct # is 336-722-7162.  Unable to reach anyone.


Description:
Spoke with Admin. Asst. confirmed information that we have on file. Employees are currently 97.


Description:
Spoke with Asst. Kristy Eaton who worked for Reynolds Credit Union. She said that Pragna retired some time back. Mary Ann Wexler is now the pirmary and rep. The # of employees listed as 81 is Full time employees only. Mary Ann will be out of the office for the rest of the week.


Description:
Address change to 8750 Lasater Road, Clemmons, NC 27012. # of employees changed from 3 to 16 Fulltime and up to 50 Part time and seasonal.


Description:
Phone # disconnected. After online research found that company filed Chapter 7 on 9/29/16.


Description:
Unable to speak with anyone to verify any info.


Description:
Verifed information. Will send email to Debbie Jeffries.


Description:
Business has changed location again. Moved to new location Sept. of 2016. Employee count 5 FT 1 PT


Description:
Spoke with Office Mgr. and she verified that Janet Sheppard was still the HR contact. The telephone number we had on file was an old number and the new number has been updated in the profile. The number had been changed in May of 2009. The number of employees has increased to 43.


Description:
Phoned and spoke with an office rep. and she confirmed the SEG Rep is still the same and gave a street address. She also shared that they now have a Health & Rehab facility and the HR representative for that facility is Lynda Hobson, cell:336-546-1201, office: 336-747-1153. lhobson@trinityelms.net


Description:
Called number on file and it has been disconnected. After a search online it would appear as if this business has closed.


Description:
Office Admin. would only verify that Niki Vogler was still the Primary and SEG Rep. Confirmed all other information on file is correct.


Description:
Called and was told that Megan Blessings is no longer with the company. Richard Harrington is now the Rep. The changes have been noted in the profile.


Description:
Called and was told that the street # of the address we have on file is incorrect. The correct # has been entered and the email address for Keith Green has been added.in the profile.


Description:
Called and found that the street number we have for this business is incorrect. Changes have been made in the profile. Asked to verify the number of employees and all the lady would tell me is that there are over 4.


Description:
Called and spoke with Administrative Asst., and she verified that all the information we have on file for them is correct. Will follow up with Mark Parham by email.


Description:
Called and Eugene was not in and the Superviser told me the address had changed and the information has been corrected in the profile. She stated the number of employees listed as 17 only reflects the number for this particular location.  They have 3 additional stores. The one listed is the first. Sent email to Eugene.


Description:
Spoke with Larry and he confirmed the mailing information is correct. He gave a primary email address that is different than what we had on file.  He said the number of members is down under 100. All info. updated in profile.


Description:
Called to make contact with the company. Found out that Wanda Farmer has been in charge of HR for over 2 years. The company will be closed the week of July 4th. I will follow up to schedule an  on-site.


Description:
Spoke with the Admin. Asst. She verifed the contact information that we have on file is correct. Web shows Members CU on front page. Will try again and see if I can get to Mary Ann Hehl.


Description:
Spoke with HR Admin. She said that Julie Dennis was no longer with the company. New Rep is Bettina Bennette. All changes have been documented in profile


Description:
Spoke with HR Admin. She informed me that they had moved to  Clemmons over 2 years ago. I updated information in profile. Will send email to Donna.


Description:
Phone number has been disconnected.  Online research shows that this company was bought by National Tissue Company in early 2012.


Description:
Phone number is disconnected. The plant closed 1/28/16. Will discuss with Tracy


Description:
Spoke with Terri Miller by phone today. She asked that all mailings go to P.O. Box. Profile has been updated.


Description:
Spoke with Liz today. She was very busy. She said the best way to communicate with her is by phone not email.


Description:
Angela Gallimore was not in the office when call was made. Admin would only verify the information that we have on file.


Description:
Candace was not in the office at the time. Spoke with co-worker who was able to update contact information. Entered Candace's ext.#. The other piece of information was the employee # went from 70 to 125. Will follow up with Candace to see about the possibilty of an on-site.


Description:
Spoke with Beth Green and she asked that mailings go to the PO Box that she provided and any packages would be sent to the physical address. Updates were made in profile.


Description:
Front office staff verified all information.


Description:
Spoke with Robert Wager and he gave a direct number to reach him. Needs nothing at this time.


Description:
Office Asst was only willing to verify information that we have on file. Very busy and not interested in anything at this time.


Description:
Spoke a few moments with Tamara Stafford (VP Operations) Sam Hancock retired. She will be the Primary and SEG Rep. She explained that there was a merger of The Children's Museum and SciWorks July 1, 2016. They are now known as Kaleideum Downtown and Kaleideum North. She didn't know they were members. She is interested in learning more. I will follow up with her on July 25th.


Description:
No phone number on file. Online search shows that Mike Drye no longer serves on the BOD.Will see what other additional info I can find.


Description:
Spoke with office rep. She indicated that the employees are now 50 not 100. No additional action at this time.


Description:
Spoke with Nancy Vander-Lugt she's HR. She will be the primary going forward. I am following up to schedule an office visit and possible on-site. She asked for mailings to be sent to the PO Box that she provided. Info updated in Profile.


Description:
Phone number is disconnected. Unable to locate any helpful info.


Description:
Verified information with receptionist. Brian Stith was not available.


Description:
Spoke with Admin Asst. Verified information and we found the street number we had was not correct. Has been corrected in profile.


Description:
Receptionist said that Tania was not available and she gave an additional email address which I listed under the primary.


Description:
Tried to contact company no one answered and no voicemail was available. Sent email to addresses on file.


Description:
Novant Practice - did  not call due to Novant no contact policy.


Description:
Updated contact info and also reached out to set up next onsite!
Cam and Elizabeth are our points of contact at the moment at Hayward.


Description:
I talked with Donna Shoe.  They currently partner with Piedmont Credit Union.  They're open to us coming to visit them sometime in August.
F/U call beginning of August to set a time.


Description:
Called on Atlantic Aero Inc. HR is handled out of their United Kingdom location….
They're now located at 1030 PTI Dr Greensboro, NC 27409
I spoke with Patty at 336-668-0411


Description:
They currently partner with another credit union.


Description:
Spoke with Christi Smiley by phone and email. She will be the new Primary Rep. On-site will be at the end of August. Waiting for a confirmation of the date. Will be serving smoothies at the on-site. Per Chrisit the employee# is 100 not 700. All info has been updated in profile.


Description:
Spoke with Wanda Edmunds and made some updates to profile. Will follow up with an on-site opportunity.


Description:
On-site visit with smoothies scheduled and confirmed for July 12th.


Description:
Spoke with Cheryl Kennedy - no financial transactions with Allegacy at this time w/no interest in doing so. No further explanation was given. They do use Payroll.


Description:
Spoke with a young man on the phone. The SEG Rep was listed as Tracey. He said he didn't know of a Tracey working there. He gave the cell# for the owner, Harry Patel. Left VM.


Description:
Telephone number disconnected. After online search it would appear that the company is no longer in business.


Description:
Spoke with Receptionist. She said that Kaye Robins was off. I asked if Kaye was in charge of HR or Office Mgr she said Kaye is the employee that answers for Dr. Pittaway many times since she has been there "for 100 yrs". Confirmed profile info. We have Suite 105, it's 201. Profile corrected.


Description:
Spoke with Joanne Light. She confirmed profile information. Increased employee# from 15 to 19. She receives all emails and mailings and posts for employee's to read.


Description:
Spoke with Receptionist. She said that Lee Bell is the Office Mgr and she would be the SEG Rep. Left msg. Verified profile information.


Description:
Number is disonnected. Unable to find any additional info.


Description:
Gregg,

I am sure you are familiar with Tori from HRMAG.  She would like to explore offering “credit union” benefits to the employees.  

Please follow up with her next week to get more info.  I did share that since we run so much payroll weekly that we are well established with Carolina Bank and I know that the employees can get free checking etc.

Thanks,

Dace


Description:
The phone number we have on file is not a working number (336-765-0910). After research found an 1-800 number that rang to the local store. Spoke with Rob Helm who was a manager and he said to use the 800 number. Employees have increased to 15. He stated that all employees were direct depositing checks at different places. Said that he would call when new hires come in to get packets. All info updated in profile.


Description:
Left message for Jimmy Gentry to please call


Description:
Spoke with Admin Asst. Alicia was not in the office. Phone # is incorrect. Name changed several years ago. The new name is Oak Forest Health & Rehabilitation. I will pass this name change on to Tracy. Alicia has married and her last name is Brown. She still uses ballard for email address. Have made changes in profile.


Description:
Spoke with an office rep. She said that the school merged with WSFCS a number of years ago. Reviewed notes seen 8/8/07. Note shows Debbie visited in 2011. Will follow up with Debbie.Donna Small left school number of years ago.


Description:
Local Hlth Care sent all HR questions to Main office: Spoke with Ella Brady  the Administrative Asst. to Cynthia Stewart/HR Dir. Will reach out to Cynthia via email.


Description:
Spoke with receptionist. Jennifer Merritt no longer there. Lisa Holman, Owner is the Primary/Rep. The company is running on a skeleton crew right now.


Description:
Left msg for Marlene to call back. I will email follow up. Updated profile with a direct number for Marlene.


Description:
Spoke with office confirmed profile info was still correct. No additional follow up is needed at this time.


Description:
Spoke with office. LM for Susan. Updated profile with phone number ext. Will follow up with email.


Description:
Spoke with Rosemary. Says she's in close contact with Cheryl Grant. She receives info through email regularly and posts all information for the employees. No materials needed at this time. Employee increase to 18.


Description:
Updated profile. Waiting on confirmation for on-site date.


Description:
Spoke with Receptionist. Debra was too busy to talk. Profile info no chg. No additional follow up needed at this time.


Description:
Spoke with Shawn Dain. Cornerstone/WFUBMC operated. He said that he has been with Ashe Med Assoc for over 9 yrs. He was in HR and also has worked in Billing. He has never heard of AFCU. There is no seg# but it's in active listing. Did not see Practice Mgr listed in the Title block


Description:
Note was made 9/13/2011 that Co. changed its name. 
When I called today they informed me that Break Through Physical Therapy leased the space from Austin-Caputo. BTPT moved several yrs ago and now are at 1541 Westbrook Plaza Dr.27103. The # listed is for ACPT. Our SEG is ACPT. Spoke with Brittany at BTPT- she was very interested in learning more about AFCU. She suggested I call Kathy Murray (Marketing) 336-213-7030 or kathym@breakthrough-pt.com. Will follow up.


Description:
Club Core is being sold again to new group of investors. No contact info for new owners yet. Deal to close 4th Qtr. 2017


Description:
Blue Ridge has been bought by Carolina's Health Care Systems Blue Ridge. Updated profile. New VP of Human Resources, came in May 2017. Updated profile. Talk with Tracy about Name Change update.


Description:
Called 6/12 unable to reach. Will try again.


Description:
Called again. Spoke with Bradley. He said that he has never been a member and he is the owner of the company. He does receive mailings and emails but there is no need since he has a long standing relationship with a local bank. Extremely nice man. Will discuss with Tracy.


Description:
Spoke w/receptionist - Kimberly Holland, Seg Rep, no longer there. Dr. Arie Mantin is Primary/SEG Rep.Employees are 5. 2 Dr's and 3 additional staff. Profile updated.


Description:
Multiple calls made from 6/19 - 7/13 no answer and no return calls from voicemails. Will follow up with an email to general seminar email address.


Description:
Have been unable to reach anyone by phone, sent an email to the owner.


Description:
Change of address - updated profile. Owner is the wife of the Owner of Cosmetic Dental Ctr. (SEG). Dr. Andrew Kelly. 
Had to leave msg. Also sent email.


Description:
Activities indicate no real movement with this SEG. Seg Reps no longer employed. 2011 Debbie showed Retirement folder. Will talk with Tracy.


Description:
Updated profile with owner's name and cell#. LM no rtn call. Will speak with Tracy about Angell Grp.


Description:
Phone # on profile not working. Talk with Tracy.


Description:
Spoke with Ms. Rhein also Carolina's Pain Institude Rep. about on-site. She said they didn't have time right now but that I could check back at a later time.


Description:
On-site-Employee Health Fair-spoke with a good # of employees about CU Membership & Benefits.


Description:
On-site - Kevin and I at Employee Benefits Event -  12-5


Description:
On-site Kevin & I Employee Benefits Event 8-noon


Description:
Regina and I discussed scheduling of all site in August. Follow up


Description:
I have been unable to reach anyone. Did leave a msg. Sent email to last known SEG Reg.


Description:
Spoke with Dave Gilbert - Brenda Armstrong was not available. Updated profile.


Description:
Kathy was not available. LM. Receptionist did give me updated info for profile. Did not know # of employee's


Description:
After research it appears that there was a merger and this company no longer operates under this name.


Description:
Left msg with receptionist. Dave Conrad called back. I then called him back and we have missed each other several times. I will continue to reach out until we connect.


Description:
Tried calling multiple times and and was unable to reach anyone. Left msg on general voicemail. Sent email to Dennis Cerney.


Description:
Left voicemail. Also sent email to Marie Ramey.


Description:
Numerous attempts to contact. No success.


Description:
WFBH owns. Waiting to hear back from Ann Ingram, HR. Left Voicemail and sent email.


Description:
Updated profile. Got new email address for Natalie Lemons. Sent email.


Description:
Owner passed away 7/29/16. Office has closed


Description:
Name of Company is now Change Hlth Care Solutions. Purchased by McKesson Family Solutions. Could not connect with anyone that was helpful. Will speak to Tracy about this.


Description:
Email to Christi Smiley to find out if she is the Rep for both SEG's


Description:
Very busy. Person answering phone would only verify that Collen Rabenold was still the contact. Will send email.


Description:
Spoke with Receptionist verified profile info and gave a new email for Michelle Lawson. I will follow up with an email.


Description:
Exchanging emails to see about meeting to discuss our benefits.


Description:
That will be fine!

Chris Snider  | 336.731.5033

EMERSON NETWORK POWER IS NOW VERTIV


From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Friday, July 07, 2017 10:51 AM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: Re: Allegacy is celebrating 50 Years with a $50,000 Giveaway

Hi Chris,

It looks like Krispy Kreme Doughnuts will be our best option because of the time. Will that work for you?
 
Tori Baker
Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E  tbaker@allegacy.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043

           


On Jul 7, 2017, at 10:34 AM, "Christopher.Snider@vertivco.com" <Christopher.Snider@vertivco.com> wrote:
Good Morning and happy Friday.
 
I have had some questions about what the options will be for the breakfast that you are bringing in on Friday.  Do you have any information you can give me on that?  We are very excited about your visit next week.
 
Thanks!
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Monday, June 26, 2017 2:09 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Great, I’ve attached a flyer with the new time.
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Monday, June 26, 2017 12:55 PM
To: Baker, Tori
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
2-4 should be fine.
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Monday, June 26, 2017 12:50 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
What would work better for 1st and 2nd shift?
 
2:00 – 4:00
or
2:30 – 4:30
 
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Monday, June 26, 2017 12:45 PM
To: Baker, Tori
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Tori,
 
We may want to extend or move the time for 1st and 2nd as  some of our employees do not arrive until 3:30. Outside of that everything else should be good.
 
Thanks!
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Monday, June 26, 2017 12:42 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Chris,
 
I want to confirm everything for Thursday, July 13th.
 
We’ll be onsite from 5:30am-6:30am for 3rd shift and again at 1:30pm-3:30pm for 1st and 2nd shifts.
 
I’ll bring breakfast food for the morning shift and prepacked ice cream for the afternoon shift.  
 
Will all of this work for you?
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Friday, June 23, 2017 1:47 PM
To: Baker, Tori
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Early morning would probably work best.
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Friday, June 23, 2017 1:31 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
What do you think?  Late at night or early morning?
 
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Friday, June 23, 2017 12:33 PM
To: Baker, Tori
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Tori,
 
The numbers would be the same as your last visit.  What times where you thinking to incorporate 3rd shift as well?
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Friday, June 23, 2017 11:59 AM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Hi Chris,
 
I talked with my vendor.  I would bring the ice cream the same way I bring in the smoothies.  It would be a cup of ice cream they would come through the line and pick a favor.  Will that work for you?
 
How many people should I plan on for the morning?
 
How many people should I plan on for the afternoon?
 
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Wednesday, June 21, 2017 12:31 PM
To: Baker, Tori
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Tori,
 
As long as there is enough support to serve the ice cream and not cause our employees to go over the 10 minute break that will be fine.
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Wednesday, June 21, 2017 12:23 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Hey Chris,
 
Would you be okay with us providing ice cream from Blue Ridge for your employees?
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Tuesday, June 20, 2017 11:33 AM
To: Baker, Tori
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Good Morning Tori,
 
Do you have a flier or anything printed up for me to post about your visit on the 13th?
 
Thanks!
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, June 13, 2017 3:13 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: Re: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
No worries, let's do Thursday, July 13th.
 
Tori Baker
Sr Member Development Specialist, Member Development
 
P 336.774.2803 | M 336.414.3788  | E  tbaker@allegacy.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043

           


On Jun 13, 2017, at 8:47 AM, "Christopher.Snider@vertivco.com" <Christopher.Snider@vertivco.com> wrote:
Good Morning Tori,
 
Sorry it has taken so long to get back to you.  Either Wednesday, July 12th or Thursday, July 13th will work for us.  Which day will be easier for you to have someone here early enough to communicate with our employees on 3rd shift?
 
Thanks!
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Monday, June 12, 2017 1:40 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Great!  Which day would work better for you?
 
Wednesday, June 28th
Wednesday, July 12th
Thursday, July 13th
 
We’ll bring something for your employees.  Let me see what I can come up with.  ;)
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Monday, June 12, 2017 10:58 AM
To: Baker, Tori
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Good Morning Tori,
 
My weekend was great! I hope yours was. I’m sure we could arrange something in that time frame.  What day where you thinking you would come?  Will you be brining any snacks or anything that would require tables to be set up?  You know Deborah is a fan of the dill pickle popcorn ;-).  
 
 
Chris Snider  | 336.731.5033
 
EMERSON NETWORK POWER IS NOW VERTIV
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Monday, June 12, 2017 9:59 AM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy is celebrating 50 Years with a $50,000 Giveaway
 
Hi Chris, 
 
I hope you enjoyed your weekend!!  I wanted to see if we could schedule an onsite visit before July 19 to give your employees an opportunity to win $50,000.
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


Description:
10 new members

Had Onsites from 5:30am-6:30am we provided doughnuts from Krispy Kreme.  We had 5 dozen.  We only needed 4 dozen.  They liked the variety better than glaze.

Second onsite from 2pm-4pm
260 of single scoops of ice cream in cups with lids and spoons.
 
60 – key lime
60 – pink lemonade
60 – cookies and cream
20 – chocolate
40- vanilla
20 – strawberry
We only needed 220 ice cream cups. They didn't like the key lime and pink lemonade as much as the other flavors.  I would order the following next time around.
10 key lime
10 pink lemondae
80 cookies and cream
40 chocolate
40 vanilla
40 strawberry


Description:
About 100 should be plenty.

Thank You,
Susan Mitchell
HR Specialist
(336) 548-8592

From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, June 27, 2017 3:58 PM
To: Mitchell, Susan <Susan.Mitchell@remington.com>
Cc: Johnson, Oralia <Oralia.Johnson@remington.com>
Subject: Re: Allegacy

Great!  How many people should we plan on?
 
Tori Baker
Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E  tbaker@allegacy.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043

           


On Jun 27, 2017, at 3:14 PM, Mitchell, Susan <Susan.Mitchell@remington.com> wrote:
Hello Tori,
 
Let’s go with Wednesday (Hump day), July 19th 1:00 – 3:00. Not sure how much time your Rep’s need.
 
Thank You,
Susan Mitchell
HR Specialist
(336) 548-8592
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, June 27, 2017 3:10 PM
To: Mitchell, Susan <Susan.Mitchell@remington.com>
Cc: Johnson, Oralia <Oralia.Johnson@remington.com>
Subject: Re: Allegacy
 
Hi Susan, 
 
Yes, we can!  Which day and what time works best for you?  
 
Tori Baker
Senior Business Development Specialist, Business & Community Development
 
P 336.774.2803 | M 336.414.3788  | E  tbaker@allegacy.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043

           


On Jun 27, 2017, at 3:02 PM, Mitchell, Susan <Susan.Mitchell@remington.com> wrote:
Hello Tori,
 
Hope all is well.  Can we schedule it Tuesday, July 18th or Wednesday, July 19th in the afternoon for ice cream?  That would be a nice treat for afternoon break or desert after lunch.
 
Thank You,
Susan Mitchell
HR Specialist
(336) 548-8592
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, June 27, 2017 9:47 AM
To: Johnson, Oralia <Oralia.Johnson@remington.com>
Cc: Mitchell, Susan <Susan.Mitchell@remington.com>
Subject: Allegacy
 
Hi Ladies,
 
I hope you’re having a great day!  I wanted to touch base and see if we could bring some ice cream or smoothies for your employees sometime in July.  I have the following dates available.  
 
Tuesday, July 18th
Wednesday, July 19th
The week of July 24th is open.
 
Let me know if any of these dates will work for you and if you would prefer ice cream or smoothies.
 
________________________________________
<image002.png>
Tori Baker
Senior Business Development Specialist, Business & Community Development


Description:
Hi Tori,  Thanks so much for doing all you do!  The meeting was great, but I did not make it to the Beach Music so you outlasted me.  I heard it was a great event.    I have not had a chance to look over the information, so thanks for the reminder.  We are doing our open enrollment now for our other benefits, so I would want to launch credit union offerings at a little different time – maybe September or October.  


Amy Joyce is our HR Benefits Coordinator.  I have had a preliminary conversation with her.  She will be key in making any plans for roll-out.  Thanks, Susanna   


Susanna T. McGrath, MPA, SPHR, SHRM-SCP Director of Human Resources 


Children’s Home Society of North Carolina PO Box 14607 Greensboro, NC 27415-4608 800-632-1400 336-369-3808 (direct) smcgrath@chsnc.org Check out our website at www.chsnc.org! [mailto:tbaker@allegacy.org]  Sent: 


 


Monday, June 5, 2017 1:23 PM To: Susanna McGrath<smcgrath@chsnc.org>  Subject: RE: Allegacy Federal Credit Union  Hi Susanna,   It was great seeing you last Thursday at HRMAG!  The Beach Music Remix was awesome!!  It looks like it was a full house!!   I wanted to touch base and see if you’ve had a chance to look over the information I sent you about Allegacy.  Do you have any questions?   ________________________________________ Tori Baker Allegacy | Sr Member Development Specialist, Member Development P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org    From: Baker, Tori  Sent: Tuesday, May 23, 2017 9:18 AM To: 'smcgrath@chsnc.org' Subject: Allegacy Federal Credit Union   


Good morning Susanna,   Thank you for taking time out of your busy schedule to talk with me about Allegacy Federal Credit Union!   Here’s an overview of  the banking services that we offer to help meet our members financial needs. • Checking  o SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees. o We’ll also refund up to $25.00 in ATM fees per statement cycle with our SmartRate Checking accounts. • Savings  o Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets and IRAs • Loans  o Auto - as low as 2.19% New and Used  § We offer an auto buying service at no additional cost § New or Used vehicles o Mortgages  § 15 year and 30 year Fixed, VA, FHA, and USDA § 5/1 and 7/1 ARM o Equity Lines  § Up to 100% of the value o Credit Cards  § No annual fees (We currently have a low balance transfer rate or 0.5% with no transfer or annual fee.)   Key Benefits At A Glance: • No-surcharge ATMs  o Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada. • Free Online Banking  o WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more! • Visa Check Card • Convenience Services  o Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.   I’ve attached the information that we would need for the Children’s Home Society to become one of our Select Employer Groups.  If you’re interested partnering with Allegacy to offer your employees these additional benefits at no cost to you all we’ll need is for you to fill out the two attachments and email them back to me.  In the meantime, please feel free to contact me with any questions or concerns.   Best ,   Tori  ________________________________________   Tori Baker Sr Member Development Specialist, Member Development   P 336.774.2803 | M 336.414.3788  | E  tbaker@allegacy.org P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
Held on-site visit with smoothies on 07/12/2017
Found that employees thought AFCU had l;eft them as their credit union when we closed the Morganton branch. They had no idea about service centers and most of them have moved to Telco CU which actually is a service center.Also updated number of employees.


Description:
Thank You for Contacting Deep Roots Market!

The email address marketing@deeprootsmarket.com is no longer monitored

Please forward all marketing inquiries and/or requests to our General Manager, Nicole Villano at:
generalmanager@deeprootsmarket.com or (336) 292-9216 ext. 114

For bookkeeping or human resources please contact Matt Davis at:
bookkeeper@deeprootsmarket.com or (336) 292-9216 ext. 113


Description:
Reached out to Steve Wulf after catching up w/Kelly Cozart to find out how things went with Commercial Deposit presentation we made.for their accounts


Description:
Reached out to Julie via Linkedin to try & set an appointment.


Description:
I met with Gregg Danzer HR Mgr, Dace Hennessee General Mgr, and Amy Monroe Controller about partnering with us.  They're going to discuss and then I will touch base on Monday for their decision.
They have 33 employees at Graham and then another 3-4 thousand temp employees.
They have a relationship with Capital Bank.


Description:
Updated contact information as Mary Ann has left.  Sent a Linkedin message to try and get an appointment.


Description:
Tried calling Dave Conrad and got his VM and the mailbox was full.


Description:
Can I get back with you on that. I am leaving for vacation this afternoon and I will be back Thursday July 6th. I will put out something to see who plans to come by and give you a better idea then, is that alright?

Thank you,

Cyndi Adams
Administrative Specialist III/HR Liaison
Dr. Kenneth M. Sadler and Associates Winston-Salem Dental Care
cadams@wsdentalcare.com
Phone 336-331-3506
Fax 336-331-3667
"Dental Care that makes you Smile"

From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, June 27, 2017 11:19 AM
To: Cynthia Adams
Subject: Re: Allegacy

Great!  How many people should I plan on?

Sent from my iPhone

On Jun 27, 2017, at 10:50 AM, Cynthia Adams <cadams@wsdentalcare.com> wrote:
During the lunches which range from 11:30-2. You can come anytime between those times or all of that time, whatever is best for you.
 
Thank you,
 
Cyndi Adams
Administrative Specialist III/HR Liaison
Dr. Kenneth M. Sadler and Associates Winston-Salem Dental Care
cadams@wsdentalcare.com
Phone 336-331-3506
Fax 336-331-3667
"Dental Care that makes you Smile"
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, June 27, 2017 10:32 AM
To: Cynthia Adams; Bridget Branch
Subject: RE: Allegacy
 
Cyndi,
 
Sounds great!  What time would work best for you?
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org

 
From: Cynthia Adams [mailto:cadams@wsdentalcare.com] 
Sent: Tuesday, June 27, 2017 10:29 AM
To: Baker, Tori; Bridget Branch
Subject: RE: Allegacy
 
We are doing good, hope you are. What if you come on Wednesday July 26th and we would love smoothies.
 
Thank you,
 
Cyndi Adams
Administrative Specialist III/HR Liaison
Dr. Kenneth M. Sadler and Associates Winston-Salem Dental Care
cadams@wsdentalcare.com
Phone 336-331-3506
Fax 336-331-3667
"Dental Care that makes you Smile"
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, June 27, 2017 9:51 AM
To: Bridget Branch; Cynthia Adams
Subject: Allegacy
 
Hi Ladies,
 
I hope you’re having a great day!  I wanted to touch base and see if we could bring some ice cream or smoothies for your employees sometime in July.  I have the following dates available.  
 
Tuesday, July 18th
Wednesday, July 19th
The week of July 24th is open.
 
Let me know if any of these dates will work for you and if you would prefer ice cream or smoothies.
 
________________________________________
<image001.png>
Tori Baker
Senior Business Development Specialist, Business & Community Development


Description:
Onsite visit scheduled for Wednesday, July 26th


Description:
Cold call - had automated sustem w/ 4 names.  I left message for Rick Brown at 6005 and Jonathan Calhoune at 6100.


Description:
We had an onsite enrollment. 1 new member and 4 Investment referrals.


Description:
Spoke w/Beth Petree via the interoffice phone at company; she asked we try again next week


Description:
Updated contact information and reached out to new HR reps for a visit


Description:
10:11 AM Called Dave Conrad
Got VM and left message for him to give me a call back.


Description:
Reached out to Jim to join me at DW golf tournament via Linkedin


Description:
Called and spoke with Susan in HR about partnering with Allegacy.  They don't currently offer CU for their employees.  They don't like to push their employees towards any financial institution.  She did say I could drop off some information this Tuesday.


Description:
Talked with Wanda Farmer and discusssed an on-site visit. She advised that they had developed a new policy of not allowing outside companies to come on-site. I did discuss with her the fact that some employes were already members and could that possibly make us a little different and would they be willing to make an exception in our case.She agreed, but will have to get approval from higher up. She said that she hoped to have a response for me in about a week. Per our discussion I sent her an email to put a reminder in front of her.


Description:
Stopped by w/Kevin to see the new site for HR & management of Modern Automotive; left candy jar with receptionist along with message for Trisha.


Description:
Spoke with Janet Sheppard and she advised that Greta Gardner should be the main contact now. I did leave Ms. Gardner a message and asked her to give me a call back.


Description:
Talked with Candace Creson and she was very open to an on-site visit. She said their preference would be to do the on-site at the same time they have their United Way campaign kick-off meeting. She asked me to email her and that she would also get with Kendra Woodruff who is heading up the United Way campaign and then get back with me so we could coordinate date and time.


Description:
Talked to Jan on the phone she asked me to send her an email 7/24/17 11:13


Description:
LM – 7/18/17 9:27am about teacher meeting and providing breakfast or smoothies.


Description:
Stopped by with Renee' Hall to visit and could not get anyone to open the gate or answer the phone. Will try again!


Description:
Emailed Sally to follow up on last summers conversation; Jessi is now at another company.


Description:
Followed up with Sharon and she said that she would be the one coordinating our on-site visit. They will be having a Wellness Fair in November and she will let me know the dates for that once they are set. She said that I could come and provide an on-site in the employee lounge prior to that and she will let me know next week when I can come in.


Description:
•	Followed up with Ewa (pronounced Eva). She said that another CU had been in some time ago to offer an on-site and they had no response. She said they have roughly 35 employees there at the corporate office on Stratford Rd., which also houses their recruiters. This office is responsible for their human resources and their entire payroll is handled electronically; therefore, the employees have to let the individual partner companies handle getting all the information to them. I asked what the possibilities of going out to where business partners are working and she thought the idea was good; but, they just would not have the capacity to handle it. She was open to my coming in to bring packets to her and to speak with their recruiters. They have about 8 recruiters that work out of that office. 
	Ewa did say that they hoped to offer a corporate event in the near future and would like for us to come to that. 
•	I will go and speak to the recruiters and take information.


Description:
Spoke with Lynda Hobson about offering an on-site. She was going to check with the Administrator and find out if it would be okay and then we will set a date and time. She did tell me that there has been a change and that she was now over the Asst. Living and Michelle Jones is over the Health & Rehab. I tried to reach Michelle and she was not available.
	I will stop in and visit with Lynda and see if she will introduce me to Michelle. Lynda did say that they are each responsible for their individual site. 
I will 	Follow up with an email to Lynda.


Description:
After multiple phone calls and no results; I contacted DePaul Corporate Office and HR Rep, Bob Galvin, said that Melissa Silverman-Connolly is the Regional Manager for their facilities across the state. He would not give me direct contact info for her; but did say that he would leave her a message to call me. I will attempt to locate an email address for her and send an email.


Description:
Had an onsite and went to all three shifts from 11-2pm, 5-8pm, and 1-3am served over 300 sno cones with our vendor and got 11 new membership applications. Larry Cozza and Benita Howell Assisted with the visits.


Description:
reached out Jennifer Rakestraw, our connection at one time for Remington.


Description:
Spoke with Kathy Murray with Brake Through PT. She said they two locations and she did not think an on-site would be useful or productive at this time. She said that I could bring by information and they would distribute it to the employee's. I will drop in to deliver the materials and try to find out where the other location is and connect with that office too.  I want to keep this company in the loop. I believe there is the potential for them to become a SEG.Will stop in and deliver materials.


Description:
Left voicemail for Mary Ann followed up with an email.


Description:
Received email response back from Mary Ann and she said that the best way to communicate information with her would be through email and to copy her Asst. Cat Zachary. She would then pass it on to their staff for their consideration. I will stop in for a quick visit because we know a lot of the same people. I need to get in front of her.


Description:
Received response from Nancy. They are having an Insurance Renewal Meeting in early September.  She will be sending me the date and time once it's been set. She also updated the employee number again. There a 55 total with 11 of them out of the Stateville office. The 11 from Statesville will not be attending the on-site. I will stop in and drop off a mug and some information for Nancy.


Description:
Followed up with Nancy and asked if we could schedule an on-site and she is open to this. I am sending an email to put the information in front of her and she will let me know.


Description:
I responded back to Nancy's email and asked for specific information once she had it.


Description:
Sent email to Sharon to put information in front of her to make correspondence easier and remind her that I will be waiting on a date to come.


Description:
Sent follow up email to Wanda to find out the status of on-site visit. Will continue to follow up.


Description:
Found out that BTPT has over 14 locations across the state. They have recently become members of the COC. Ribbon cutting will be 9/21. I will reach out again to Kathy Murray as a COC Ambassador to see if I can get to a corporate HR Rep.


Description:
Received SEG Rep's name from Renee Hall. I called Sue White about on-site and was given permission to do so. It is scheduled for 9/12/17. Will hit both shifts. Renee Hall will be assisting me.Sue has a family member who is not happy with her current bank and needs to make a change. Requested Pkts and Ink Pens. Will follow up.


Description:
Updated profile with SEG Rep information.


Description:
Sent detailed email to Dave Conrad with info of ways on-site visits could be done; because we have had so much phone tag. I will stop by to follow up.


Description:
Email for Sharon King undeliverable. Will follow up by phone.


Description:
Called Candace Creson to find out the status of on-site. Have not heard from Kendra Woodruff


Description:
Received response back from Nancy Vander Lugt with on-site info. Schedules to participate on 8/28, as part of their employee benefits mtg. Two mtgs scheduled. 1- Operation Crew; 2. All other employee's.  Confirmed with Nancy.


Description:
Contacted Ewa to find out if it would be a good day to visit the recruiters. She said I could; but it would be better for me if I came on a day they were not so busy. Will follow up next week to find out the best time to come.


Description:
Lynda received approval from the Administrator (Frandee Nichols) for an on-site. Updated profile. Will follow up.


Description:
Sent response email to Lynda to find out what date/day/time would be the best time to reach the largest# of employees. Waiting to hear back.


Description:
Received response back from Lynda Hobson. She was off Friday and in a staff mtg all morning. Seems very covered up. Will check back later in the week.


Description:
Spoke with Michelle Jones Director of the Health and Rehab Facility. I told her about the on-site I was doing at the Asst. Lvg. Asked if I could visit with her team. She was going to talk with the Administrator and let me know. She asked me to send an email with contact info.


Description:
Sent email but never heard back. Never received undeliverable, but email was sent to a .com instead of .net. Sent email to the .net address and asked for a receipt confirmation from her.


Description:
Through the COC connection I was finally able to find the contact for this SEG. I spoke with Anne Burkhart. Will call back next week.


Description:
Spoke with Anne Burkhart today. She is open to an on-site visit. She was in the middle of training a new Administrator. She will be meeting with her management team the first part of next week. They should be able to schedule something possibly for the end of August. Will follow up next week.


Description:
I stopped in with Renee' Hall to visit with HR Director. She was not available. I left gift, handwritten note and business card and it was given to the CFO.


Description:
As a follow up to visit on 7/19, I received a voice msg, late on Friday evening, from Molly Willie who was asked by the CFO to give me a call and find out how we could work together. I will follow up on Monday.


Description:
I stopped in with Renee' Hall to visit with Colleen Rabenold. She's interested in an on-site visit with smoothies, ice cream, or breakfast. She said she would let us know time and preference. Left a gift, handwritten note and business card. I will follow up with her.


Description:
I stopped in with Renee' Hall for a visit with Tania Mounce. We spoke with Tonya Moorefield. They are interested in an on-site visit in the near future (wouldn't mind a "treat"). I will follow up with Tania.


Description:
On-site visit with Michelle Messersmith 11:30-12:30 by Christy Hefner and myself.


Description:
Onsite visit with Colleen/Dana/Ginger 11:30-12:30, Smoothies; by Christy Hefner and myself


Description:
Confirmed on-site visit, will be in conjuction with a Wellness Fair on August 30th . They will confirm time closer to the date.


Description:
LM for Donna Saylor to call me back. Will follow up.


Description:
Sent a follow up email to Tamara Stafford. Will wait for response.


Description:
Emailed Michelle to try & set appointment to try & discuss Benefits enrollment for 2018


Description:
Met with Matt Reece; he expressed interest in getting information/hel with Voluntary Life Insurance; referred to John Heath of Benefits Solutions.


Description:
Visited the new office on way to the Branch


Description:
Emailed Ron to try and set appointment for when Tori & I are in Greensboro next Wednesday.


Description:
Declined for their Benefits Fair via HFC website administrator


Description:
Stopped by to try and meet with new HR director, updated info and dropped of Packet for Jessi, follow up next week with email


Description:
Dropped off new member packets for Stacy; met the new full time director, John Eller, updated SEG MGR. Mr. Eller invited us to the benefits fair at the end of the 1st quarter in 2018.


Description:
Met at leads group and discussed the CU was able to confirm he was looking for a commercial loan and referred him to Greg Keoleian


Description:
Called Molly Wille back and left message on VM


Description:
Emailed Allison to see if Tori & I might stop by next week to share the UNCG announcement


Description:
Tori & I visited tteh office; met the new HR coordinator who was on a conference call.  Exchanged cards and followed up w/email upon return to office that evening.  Updated in SEG MGR


Description:
Tori & I stopped by to let team know about the new branch on the way.  Allison was out of the office.


Description:
Tori & I stopped by to meet Joanna's replacement in HR Anne.  She was in an offiste meeting.  Swapped card and sent email to follow up when back in the office.


Description:
Tori & I stopped by and left a packet with the receptionist.  Sent follow up email wnehn back at the office that afternoon.


Description:
Tori & I stopped by and met Felicia at the front desk.  Shared the name of the new HR rep for the Greensboro market, Rita Davis.  Tori reached out to her via Linkedin.  Felicia promised to pass info to Rita.


Description:
We attended their employee meeting.  We handed out 20 new member packets and left another 20.  They would like us to come back for another onsite to speak with alll of their employees.


Description:
Called around 11:20 she picked up the phone but said now wasn't a good time to talk.  She asked that I call back in 15 minutes.  I called back and the call went to vm.


Description:
Called trying to get in touch with Jodi.  I don't think she's employed there any longer.


Description:
Spoke w/ terry & Matt; SECU appears to be the bet solution for their Life Insurrance problem; I am to bring Lori Timm/Allhealth team out to talk when I can get them and schedule.  Invited to 5/18 Open Enrollment.


Description:
I met Paul Russ VP of Marketing & Development.  I use to work with Paul years ago.  I also met Jane Gibson - Public Support Coordinator.


Description:
Called and talked with Linda.  They're very busy right now but are open to us coming onsite in Sept or Oct.  I will f/u with her next week to see if we can set a date.


Description:
Stopped by and saw Michelle; they have been in communication with Kevin Stogner about a benefits quote.  They are also getting ready to move to Indeer Drive in kernersville.  Kevin & I spoke and will work on this together.


Description:
We have an onsite scheduled for Tuesday, August 29th.


Description:
Tonya returned my phone call.  They currently partner with PNC.  They're located in the same building as them.  They don't currently partner with a credit union.  She asked me to email her some information to her look over.  I will f/u with her the first of next week.


Description:
Stopped by to catch up with Mike.  He was at lunch.  Sent email to follow up and schedule a visit.


Description:
We went to Piedmont an to see what kind of interest that's there.  We had a member open another checking account. 

We also had members stop by and say that would be help if we opened a  branch in Mt. Airy.  He says that the banks that are still there are charging customers high fees.

We took 7 doz Krispy Kreme doughts. We only needed 4 doz.  They liked the chocolate cream filled the most.


Description:
Cold call on SRS Motorsports.  I use to work with Melissa at SunTrust.  She also worked for Truliant as a Branch Mgr.  She doesn't like Truliant.  She's interested in SRS becoming one of our SEGs.


Description:
Sent Melissa the paperwork to become a SEG.


Description:
Called Melissa to see if she's had a chance to fill out the paperwork.  She asked that I resend the paperwork.  I did.


Description:
Michelle Koser/Brad Bumgarner visited company today to discuss commercial business, we are to follow up with Jim Dobbins to see if he wants to participate in DW golf tourney.


Description:
Michelle Koster/Brad Bumgarner visited today to do the annual review and discuss commercial business.  Brad is to send an introductory email to rep/me to set an appointment.


Description:
Ramonica Emerson won our drawing (inverted umbrella) at the HRMAG meeting last night.  I took her umbrella by today.  The company officailly changed from Patheon last week to Thermo Fisher Scientific which is a Gobal Company with 66k plus employees.  
Ramonica stated that they had partnered with Truliant and Members in the past but that changed when the cu were selling their employees supplement and life insurance.  It made it confusing for the company because they didn't know their employees were being sold additional insurance.
She stated she would keep us in mind if they decided to do something again.
They have 500 employees at this location.  They manufacture equate, rite aid and walgreen branded medicine. They're shifting more towards the prescription poducts because of income opportunity.


Description:
I met Steve Trastelis the Chief Operating Officer at the HRMAG Dinner/meeting.  He works with Cheryl Grant in Benefits Solution.  He asked that I follow up with him about an onsite.


Description:
Michelle has gotten Jim to join me@DW golf tounament.  Replied to introductory email and confirmed participation.


Description:
Held on-site visit with smoothies.
Renee' Hall & Rachel Carico also attended.
Brought back 2 memberships and 2 auto loans


Description:
held (2) on-site visits 1 for 1st shift and 1 for 2nd. And 3rd. Shift.
Had several employees take information and they were going by Clemmons FC to join.


Description:
They do want to become a SEG.  Melissa has been busy.  She hopes to have sometime to fill out the paperwork and sen it back to me today.


Description:
called Marion to ask about partnering.  She asked that I send her the information to take to her boss.  I sent her 2 emails, 1-with an overview of our services, 2-seg paperwork


Description:
Larry & I Stopped by and dropped off extra smoothies from Trinity Elms on-site. Left business cards and asked them to have Dr. Appanaitis who is a personal friend to give me a call.


Description:
Stopped by and obtained the name & contact information of the HR director, emailed her as she was out of the office.  Updated SEG MGR


Description:
Michelle & I stopped by to meet the team and drop off a handful of new member packets.  Updated SEG MGR w/new HR rep info.  Emailed to thank for their time and offer kev's/my help with new students.  They are in process of merging with Wesleyan University in High Point which will bring an additional 140 students/faculty to Winston Salem within the year.


Description:
Katherine stopped by our booth at the NC State SHRM Conference.


Description:
Met Nicole Sollenberger at the NC State SHRM Conference


Description:
Met Donna Stevens at the NC State SHRM Conf.  She also won our $100.00 Gift Card.  She's been an Allegacy Member for 10 years.


Description:
I talked with Sue they have been acquired by Go Blue Sky out of Denver.  She asked for me to email her some information and she'll talk with corp.  They have a relationship with PNC here in Greensboro.


Description:
Club has closed, moved to in-active in SEG MGR


Description:
Emailed tot ry & set an appointment w/Milli & I


Description:
Dropped off new memebr packets with Stacy.  Met her assistant Parris too.  John Eller was busy so I sent an email about he speaking request upon returning to the office.


Description:
Onsite enrollment with JBA.  We ended up with 6 new members.


Description:
I stopped by and spoke with Lori.  I also dropped off umbrella's for her and Theresa.  Theresa is still in the middle of an aduit so Lori hasn't had a chance to discuss them becoming a SEG.  Hopefully, they'll have a chance to talk before the end of the month.


Description:
I called and spoke with Denise.  They're partnered with SECU and not interested in adding new partner.


Description:
I stopped by to visit Shelley.  She wasn't in the office.  I left her one of our pruple umbrella's.


Description:
I called Alli Mayfield who won our drawing at HRMAG.  She said I would need to call back and ask for Denise.  She wasn't available at the time I called.


Description:
I called and spoke with Alasha Jones who is the President of the company.  She asked me to email her some information.


Description:
I emailed Alasha Jones information about our services that we offer.


Description:
I stopped by Friday to visit with Melissa. She wasn't in the office. I left her a candy jar.  
I followed up with a phone call later in the day.  She was busy at that time and asked me to call her back.


Description:
Did a cold call visit and I couldn't get past the gate keeper.  She did say that they have a relationship with Summit CU.


Description:
I stopped by to talk with Jessica around 2:00 apparently she was at lunch.  I left her a purple umbrella.


Description:
Have onsite scheduled for Friday, Nov 17th.
Plan on 30 people and provide breakfast


Description:
Milli & I met with Anne.  Shared our contact information,Milli is to bring member packets back to Anne & Bernice next week.


Description:
Emailed Donna to try and set an appointment to talk about SEG opportunity.


Description:
Met w/Donna for about a half an hour, talked about the histories of both companies.  Reviewed SEG packet w/her and set a follow up appointment for after the Thanksgiving holiday to try and obtain the signed docs.  Emailed the WORD documents upon return to Westbrook.


Description:
Hosted a lunch & learn along with Lori Timm, Liz Byrd of Consulting group, Jason Gallimore of AIG.  Discussed budgeting/savings along with the Video starring Tracy Myers


Description:
KP & I participated in the Health Fair today, one new member; met the new HR reps and left some member packets for new hires witht hem.


Description:
Sent email with information about our services.  He also asked for some brochures about our services.


Description:
Tori ,

        Hope you are doing well and having a good week. I wanted to ask if you could please send me the information regarding being a part of the Select Employer Group.

Thank you. 



O.G. Morcom


____________________________
O.G. Morcom
Project Development
SOUTHERN AIR , INC.
MOBILE: 434-941-1690
OFFICE :800-743-0747
FAX:434-385-4071
EMAIL: og.morcom@southern-air.com
WEBSITE: WWW.SOUTHERN-AIR.COM


Description:
Hi Tori ,

             I heard back from our CFO and he said that we are not interested in a program like this at this time. 

Thank you. 



O.G. Morcom


Description:
We had onsite enrollments from 5:30am - 6:30am and 2pm - 4pm.
We took a total of 32-8 counts of cupcakes from Sam's.  We had about 80 cupcakes left over.  We would have had enough with 22 - 8 counts.


Description:
Larry stopped in and received SEG paperwork.


Description:
Hi Tori,
 
I hope you are doing well.  Regina and I had a meeting today with Kelley Kenner-Patridge, the HR Manager at Allen Industries.  Kelley had requested that we submit a proposal for some consulting work.  We had an opportunity to talk with her about becoming a SEG and she is very interested.  Allen Industry has about 350 employees.  They have five locations – two in Greensboro (Kelley is located in Piedmont Industrial Plaza off 68); one in Ohio (approximately 75 ees), one in Arizona (around 29 ee’s) and one in Florida (approximately 50 employees).  We gave her a very high level overview of the benefits of being a SEG but told her we wanted to connect her with our Business Development folks and they could provide a much more thorough review.  She indicated they were doing their open enrollment 12/4 – 12/5 and while I know we probably couldn’t get all the paperwork processed that quickly I thought we might be able to at least get some information to employees.  We asked her if it would be okay to have someone from Business Development to call her and she said yes.  
 
Her contact information is:
Kelley.patridge@allenindustries.com
336.294.4777 extension 3120 or her direct line is 336.615.8750.
 
Regina knows Kelley personally and she  is the one who made the connection for us so if you have additional questions she may be able to answer them for you.  As a side note, when I called Tracy to ask her who I should send this to, she said that she used to be their rep when she was at Truliant so they may still be a Truliant SEG.  Kelley didn’t mention it but she has only been with the company for a little over a year.  
 
Do you just want to contact her directly or would you like for us to do an electronic introduction?  Just let Regina or I know how we can help.
 
Thanks
Jill


Description:
Called to talk with Kelley Kenner-Patridge


Description:
I spoke with Kelly on the phone and she asked that I email her some information.  I sent email with member benefits and SEG paperwork.


Description:
Did follow up call. She hadn't received  the email.  I resent it to her.


Description:
I had some left over cupcakes from Vertiiv onsite.  I took some to their Burnt Popular Rd and Piedmont Pkwy locations.


Description:
Dropped extra cupcakes from onsite that I had.


Description:
dropped off extra cupcakes that I had from onsite and to say hi.


Description:
Stopped to visit and drop off extra cupcakes.


Description:
Stopped by with cupcakes and they filled out paperwork to become a SEG.


Description:
email for Wendy is was rejected.  Wendy Brown wendy@marathonlistings.com


Description:
email for Victoria Williams didn't work victoria.williams@purlator-facet.com


Description:
KP & I visited the team as they have many new employees; left cards and the $5 SEG visit cards


Description:
Company is merging with Concrdance Healthcare; updated SEG MGR


Description:
Compnay bought buy company in NY state; declined; most employees are members already as retired/displaced RJR employees


Description:
Received SEG paper work and forwarded to SK MABE


Description:
Tim Allen replied to my email to set up a meeting to advise he is retiring today and he copied our new erp.  I have updated contact info in SEG MGR.


Description:
Connie and I hosted onsite enrollments at the Greensboro, Corporate and University Pkwy.  We provide cupcakes for the employees and ended up with 27 new members.


Description:
Met Sonya Dukes the business devolpment person for the company for a cup of coffee w/Thomas Comer; we will catch up after the first of the year


Description:
Updated info for Mocksville factory to try and expand that footprint


Description:
Reached out to Jessica via Linkedin to invite her to lunch w/Tori & myself.


Description:
Emailed bill per his request to try & set up a lunch appointment.


Description:
Delivery has failed to these recipients or groups:
marley.poston@volvo.com
The e-mail address you entered couldn't be found. Please check the recipient's e-mail address and try to resend the message. If the problem continues, please contact your helpdesk.


Description:
Thank you Tori.  I would love to see you come back down.  I’ll let you know when open enrollment is.

Have a Happy Thanksgiving!

Lori L. Tadlock
Director of Human Resources
Richmond County Government
lori.tadlock@richmondnc.com
910-410-1103

From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Friday, November 17, 2017 2:40 PM
To: Lori L. Tadlock
Subject: RE: Closing accounts

Hi Lori,

It’s good to hear from you!  I’m attaching the information that we’ll need to close the account.  If you can get him to fill it out and send it back to me we can take care of the rest.  

Would it help your employees if we come back down for an onsite?  Let me know what you think.  

I hope you have a great weekend!

Tori
 
________________________________________
Tori Baker
Allegacy | Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


From: Lori L. Tadlock [mailto:Lori.Tadlock@richmondnc.com] 
Sent: Friday, November 17, 2017 10:48 AM
To: Baker, Tori
Subject: Closing accounts

________________________________________
IMPORTANT: This message was NOT sent from an Allegacy email account. Please use caution when clicking on links or opening attachments. 
________________________________________

Hi Tori, haven’t seen you in awhile, I hope you are doing well.

I have an employee that has a checking and savings account with you and would like to close their account.  Is there some paperwork that you could send me so that I may assist this employee, or tell me the steps they need to take.

Thank you!

I hope you have a wonderful weekend.

Lori L. Tadlock
Director of Human Resources
Richmond County Government
lori.tadlock@richmondnc.com
910-410-1103


Description:
Emailed Sonya with the information we spoke about for a follow up.


Description:
I was introduced to Bill Norman by Debbie Davis at our Spartan Villlage Branch while he was in making a deposit.  She recommended that he should talk with me about becoming a SEG.  
He asked that I email him the paperwork to become a SEG.

I sent him an email with the information that I would need for them to become a SEG.  

I would need to attend their employee meeting on a Sunday evening to talk with everyone.


Description:
Met Donna Stevens at the NC SHRM Conf.  She also won out $100 Gift Card. She's been an Allegacy Member for 10 years.


Description:
Larry and I dropped off her gift card.  She's excited that we'll have a brnach in Mt. Airy.  She already shared the news with her husband.  We'll f/u in the near future for possible SEG.


Description:
Emailed Donna to try and set an apoointment to talk about SEG opportunity.


Description:
Met w/Donna for about hal an hour, talked about the histories of both companies.  Reviewed SEG packet /her and set a follow up for after the Thanksgiving holiday to try and obtain the signed docs.  Emailed the word documents upon return to Westbrook.


Description:
Received SEG paper worjk and forwarded to SK Mabe.


Description:
Wendy Staz is reaching out for us via email to try to become a SEG; currently w/Chad Huff(Benefits) and Savers(payroll)


Description:
Sent invite to ribbon cutting to plant manager via Linkedin.


Description:
Thoma & I visited the facility; Pam took us on a tour.  We invited her to the Ribbon Cutting on 1/16/18
3/14 - called last week to set-up appt. and Pam stated just to stop by next time in area. Stopped By, Pam was out of office.  Spoke to Lynn.  Left information w/Lynn.
***F-up w/email wk of 3/19


Description:
Sent Linkedin invite to the Ribbon Cutting on 1/16/18


Description:
Stopped by and invited the team to our Ribbon Cutting on 1/16/18.
***New MA Chamber member, as of 2/21/18.  
SEG Managewr shows they are current SEG member.  
Need to ask Larry and research for more information.


Description:
email address is no longer valid for ajbailiff@physician-discoveries.com


Description:
email address for Jean Bailiff ajbailiff@physician-discoveries.com


Description:
email returned for Stephanie Roseboro mailto:sroseboro@ptrc.org


Description:
email kicked back for Patricia Manuel pmanuel@friendshomes.org
Human Resource


Description:
email kicked back for Marley Poston marley.poston@volvo.com


Description:
email for Geoff (Feoffrey) Horn Acct Mgr returned mailto:geoffrey.horn@ironmountain.com


Description:
email for Shirley Lawson slawson45@earthlink.net


Description:
Onsite scheduled for Thursday, March 8th


Description:
Onsite scheduled for Wednesday, March 21st


Description:
I first met Janice at their ribbon cutting.  They're part of GMA.  Janice worked with us at Allegacy when she was at Stanley Benefits.  They have locations in Greensboro, Mt. Airy, & Matthews.  She's concerned that we don't have any branches in Matthews.  
Janice's cell is 336.402.3419


Description:
Company name changed to ASCO Power Technologies at end of 2017


Description:
Company name changed Dec 2017 to ASCO Power Technologies


Description:
Onsite for ASCO Tuesday, April 10th.
5:30am-6:30am
I took InTown Doughnuts to morning shift. Had 3 doz only needed 2 doz.
2pm-4pm
228 small smoothies we could of got by with 200 small smoothies
8 new members


Description:
Thanks for reaching out. The last time l mentioned it to our CFO she wasn’t really interested in switching. When l get back in the office on Monday l will talk to her again about it. Have a great weekend.


Description:
Yes. She is aware of that. I think she doesn’t want to switch the credit union we are currently partnering with for the employees which is Members Credit Union. However l will mention it to her again and get back with you.

On Fri, Apr 6, 2018 at 3:11 PM Baker, Tori <tbaker@allegacy.org> wrote:
Hey Lori,
 
Thanks for the update!  Let the CFO know that I’m not talking about switching financial institutions for your business accounts.  Your company doesn’t need to bank with us to partner with us to offer your employees the credit union benefit.  If your company becomes one of our Select Employer Groups with us it gives your employees and their families a chance to become a members at the credit union if they want.  Does that make sense?


Description:
Tori
Thanks for checking in 
I have not had a chance to review the info you left with me
I hope to get to it next week
thanks

Kenneth P Kinka
General Manager
Starmount Forest Country Club
One Sam Snead Drive
Greensboro, NC 27410
336-547-2893


Description:
Larry and I met with Ken Kinka the GM.  Discussed different products and services that we offer.


Description:
Sent quarterly email and looking to schedule onsite


Description:
Mailed quarterly campaign letters - Q1
***3/12 - Called and LM w/Denise, trying to set-up meeting/introduction
***F-up wk of 3/26


Description:
onsite scheduled for Wednesday, Feb 28th


Description:
Held initial onsite with the SEG today.  Iliana Escobar from Hanes Mall, Greg Keolian, and Michelle Koster form commercial joined us.  Met Suan mayo and added her to SEG MGR as contact.  She will be doing an auto loan with Iliana.  Was able to discuss WellQ as email was realeased on our way there.


Description:
Presented to Dewey's Staff about Allegacy and all the accounts we have to offer as a part of there benefits program.


Description:
Spoke at Managers meeting along with the benefits group; a few people took packets to sign up with Hall in Mt. Airy.


Description:
Onsite with Larissa Ricardo that netted 1 member and an appopinmtnet for a family of three tomorrow at Westbrook for Larissa.  Michael and Rojetta mentioned how much the team is loving Allegacy.


Description:
Dropped off flyers to send out with paychecks


Description:
contacted by Stephanie.rossomanor@emsbilling.com 336-397-3944 to invite us to their health fair.


Description:
Received email advising that Edie has retired and Carrie is new contact; updated SEG MGR


Description:
Market Volatility + Behavioral Finance Workshop
 
Upcoming workshop by Allegacy Federal Credit Union


Description:
I talked with Trent at our Chamber Leads meeting to see if they would be interested in becoming a SEG.  We also talked about Business Checking Accounts.  Touching base with Kelly Cozart to see if we can save them some money.


Description:
Dropped off flyers to be placed with there paychecks.


Description:
We attended their health fair and added 3 new members.


Description:
Ran into Kim Brown from Allergy Partners.  She's the Triage Nurse & Practice Ambassador.  She's going to let Angie know that we talked today.  I will call Angie to see if we can do an onsite visit.


Description:
3/15 - Had lunch at Old North State Restaurant - Spoke w/Ed Badgett (manager).  Ben Webb is the owner and was not in.  Discussed partnering with business, becoming a SEG.  
***Need to Follow-up wk of 3/26, hten monthly


Description:
Talked with Angie about an onsite.  We scheduled one for April 25th at the Winston location.  

She gave me the numbers to call Mt. Airy and N Wilksboro locations to set up onsite.  She said Kernersville is small so they don't usually do anything there.

Contact for N Wilkesboro is Missy -mxthompson@allergy.com
336-667-6193 - open Monday & Wednesday

Contact for Mt Airy - April 336-789-9447.  They're open on Tues - Thurs.  advipperman@allergypartners.ocm


Description:
3/14 - stopped by to see Trudy - not available.  Spoke w/Lynn (front desk clerk) - F-up on 3/26 (visit)


Description:
3/14 - Stopped by business.  Requested to speak to Ben Holmes (owner) - Spoke w/Tammy Ring (Manager)
***F-up in (2) weeks, wk of 3/26


Description:
3/14 - stopped by office to introduce myself.  Spoke w/Ronnie Edwards.  Explained becoming a SEG.  He will give information  to Pam Morgan.  Pam also has  an office in Pilot Mtn. 
***F-up on 3/26


Description:
3/14 - Had lunch w/John Philips.  He is the agency owner of a State Farm Insurance office.  Explained the steps in becoming a SEG.  He will review and ask me to follow-up the first of April.  
***F-up 1st of April


Description:
3/15 - Stopped by office.  Spoke w/Jill James (Admin Assist)  Left some information about company/SEG. Possible lead for Payroll
***F-up wk of 3/26


Description:
- Stopped by and met Cathy Stevens on Mt. Airy sales blitz.  She seemed very interested in more information.  Called on 3/14 to set-up appoint.  Cathy is going out of town.  She requested that I F-up on 3/22, to set-up meeting for wk of 3/26
4/4 - Had meeting w/Cathy today.  Left SEG info.  F-up on 4/11, per Cathy


Description:
3/13 - LC and TC stopped by Main Office/Hquarters.  Spoke w/Matt Hiller (son of Keith Hiller) Agency Owner.  I knew Matt from previous employment.  Sounded very interesting in partnership w/Allegacy.  Ask about rates/loans, etc…
***F-up wk of 3/19 (3/22)


Description:
2/21 - Met Sean Parries at the MA Ambassador Meeting.  Spoke briefly about Allegacy.  Fup on 3/21 at next meeting
4/4 - Had lunch w/Sean and Jason (owner).  Good meeting.  Gave SEG information.  F-up wk of 4/16


Description:
3/1 - Met Connie Hamlin at a MA BAH event. She is also an Ambassador for the MA Chamber of Commerce.  
***Need to Fup wk of 3/26
***The business is scheduled to host a BAH event on April 5th.
Linda Vernon  (Manager) presented and received an award on MA Business Excellence night
***Emailed Connie on 3/26 - emailed her an introduction letter to forward to Linda Vernon


Description:
3/12 - Sent introduction email to Robert to introduce Sussie Burrow.  I have know Robert for a few years and worked w/his company.  He does great work.  
***Sussie to have meeting wk of 3/26
***F-up wk of 4/2


Description:
2/21 - Met Tina at our MA Ambassador Meeting
***F-up on 3/21


Description:
Stopped by as part of Payroll Blitz; updated SEG MGR woith new contact information


Description:
New MA Chamber member - Ned to contact and set-up appoint.
Hall Roberts knows Dock


Description:
New MA Chamber member - Call/Set-up appoint. Wk of 3/26


Description:
New MA Chamber member.  Need to call and set-up appt. wk of 3/26


Description:
New MA Chamber member, located right beside Allegacy branch in MA.
***Need to call and set-appt. wk of 3/26


Description:
New MA Chamber member.  Google website for more info.


Description:
New MA Chamber member.
***Sent Chris an email on 3/15 - No response.  Need to F-up wk of 3/26


Description:
Altec Industries builds/works/partners w/Pike
***Need to discuss w/TM


Description:
Hello!

It’s time for our annual FFF Enterprises Wellness Fair which will be held on Friday, May 18th from 11 AM – 1 PM. 
Our corporate office is located in CA, we have 79 employees at our NC Distribution Center, located at 1601 Old Greensboro Road Kernersville, NC 27284. The Wellness Fair helps relocating employees and our established employees become familiar with the growing number resources that are available in our community.  We are asking vendors to arrive at 10 AM to set up, this is an outdoor event so please come prepared.

-We ask that each vendor please bring their own table/chairs/tent (EZ Up).
-Let us know if you need electricity, the option is available.
-Please bring any marketing materials to advertise your services.
-We ask that each vendor should bring small give-a-ways and a raffle door prize.
-We will provide lunch so please let us know how many representatives will be coming from your company.

We value your participation and would like to have you at our event, please let me know whether you plan on participating-or not-ASAP, but definitely  by Friday, March 30th

Warm regards,
Kim Ancona
(336) 387–9140 ext. 6150


Description:
Hello!

Thank you for agreeing to participate in our annual Wellness Fair that is scheduled for this Friday May 19th, 2016.  This is a great way to introduce your company to our employees and for them to meet with some of our community resources.  I would like to remind you to you please bring a table and chairs as well as a EZ Up tent if you want one, we will not provide those items. (if we have spoken about these items I have your need requests)  We have scheduled this event to be from 11am-1pm with Vendor set up from 10am-11am, this is an outdoor event.

We will be providing lunch for you.

Please confirm back to me either by phone or email ASAP. Please don’t forget your raffle gift, would be greatly appreciated.

Thanks again in advance for helping us provide this opportunity to our employees!

Warmly, 

Kim Ancona
951-296-2528 ext. 6150
kancona@fffenterprises.com


Description:
Visited team meeting via invitation from Penny Haynes from Satelite ofice in Mt. Airy; 15 members approximately within 2 weeks of visit per Hall Roberrts, branch manager at Rockford


Description:
Reached out per Fonda to acknowledge SEG approval and set up visit to discuss Employee Health Benefits


Description:
They have shut down the Clemmons office leaving them with just the Charlotte office; updated in SEG MGR


Description:
Thomas & I visited their Wellness Fair; spoke to over 250 employees


Description:
Visited company as part of a Payroll Blitz; obtained/updated new HR rep contact information; left SEG flyer and will follow up


Description:
3/14 - Vicki Slate and I stopped by his MA office on the Sales blitz.  Christopher is goof friends w/Ron (facilities)
***Need to call/stop by make appt.


Description:
4/5 - Hall Roberts/Thomas have a (drop-by) appt w/Javier)


Description:
Javier Lara gave award (MA Bus. Excellence Dinner) on 3/22
***Need to call make appt


Description:
***3/27 - Larry and Thomas stopped by business (cold call).  Larry got bus. Card and emailed Ben Cooke.  Ben stated to "stop by" next time in the area.  
***Scheduled to stop by 4/5 w/HR


Description:
3/28 - Called and spoke w/Traivis - f-up from the sales blitz.  Ask if we could stop by on 4/4 and speak for a few minutes.  He said yes. 
***Appt on 4/4 @ 10am
4/4 - Meet w/Travis & Trey (TM/JR)  Good meeting.  Need to formulate game plan and F-up wk of 4/16


Description:
Met Sydeny Whitaker thru the MA Chamber (Ambassador)  Have appt. scheduled for 4/5 with Sunny, Amy, Andy and Sydney


Description:
Gate's Pharmacy won the Small Business Award in 2018, at the Excellence Dinner in MA.


Description:
Randy Collins is the CEO of the MA Chamber of Commerce
Christie Andrews is the Membership Director


Description:
Mt Airy News (Sandra Hurley) presented an award at the MA Excllence Award Dinner - Ambassador of the year. 
***Need to call and set-up appt.


Description:
Adam Martin is the Chair person for the MA Chamber of Commerce
***Having coffee w/Adam mon 4/5


Description:
Shelia Nations is an Ambassador for the MA Chamber.  
Manager is Kay Dunn


Description:
Teresa Lewis is the President of Workforce Unlimited


Description:
This is a referral from Hall Roberts.
***Need to make appt. for wk of 4/9


Description:
Located right behind our MA branch - Need to call/stop by wk of 4/9


Description:
Shepard House won award for Duke Energy & Citizen Award
(Mary Boyles)
***Need to call/make appt. wk of 4/9


Description:
Reached out to Laura to try and get a meeting with her via Linkedin.


Description:
Stopped by and visited the new location at Bailey Power Plant facility


Description:
Thomas, Hall, and I met with the management team to roll out the new SEG benefit over lunch


Description:
Spoke to Amber about setting up an onsite and introdcued her to Karen Sigmon-Smith.


Description:
Davie County Health Fair - which allowed us to share some information on the credit union about accounts and employment


Description:
Visited and is cureently expanding his body shop and the lease for the building will be running out at the end of the year


Description:
Conducted the benefits fair with Tori and brought a picnic basket as a give away


Description:
Translated for benefits with Larry Cozza and Keenia Phillips


Description:
added direct line for Karen and email in SEG Rep information


Description:
dropped off Trevis, business card and business brochure


Description:
Met Hilda's replacement at SHRM speaking engagement; updated SEG MGR and shared w/Keviin Pichardo due to his past relationship w/company and hoping to reachout as part of WellQ


Description:
Greg Keolian is reaching out for an onsite as he gathers Commercial docs


Description:
Invited both reps to the Benfits lunch for CE credit


Description:
Invited Matt to the Benfits lunch for CE credit on 6/4/18


Description:
Emailed Michelle to join us at Benefits luncheon


Description:
Stopped by to meet Laura and check out the new building; sent email to follow up and schedule onsite with the team


Description:
Mrs. Tobin:

I hope all is well!  I wanted to share some information about Allegacy Federal Credit Union with you to see if we would be a good fit for you and your employees.

At Allegacy our number one priority is to help members make smart financial choices. As a not for profit financial institution, we solely exist to serve our member-owners. Membership is established by companies like James M. Pleasants Company when they choose to offer the credit union as a part of their benefits package.

We understand the importance of a rich benefits package to attract and retain talented staff. Offering Allegacy as James M. Pleasants Company credit union, will provide employees a safe, sound financial entity that exists solely to serve their best interests. And in turn, it adds value to your benefits free of charge.

Allegacy member-owners have access to some of the best products and services offered in the market today including:
•	Up to 100% financing on an equity line, whereas most banks only offer 80%
•	A FREE checking account, SmartRate, that pays dividends and refunds up to $25 of ATM fees
•	Low rates on autos, mortgages and personal loans
•	Proactive savings programs for holiday and vacation spending
•	Complementary financial planning 
•	Access to a variety of educational workshops on topics from building budgets, buying a home and estate planning
•	Access to over 4,100 credit union service centers and over 25,000 free ATMs nationwide

As James M. Pleasants continues to grow we would like the opportunity to grow with you and provide your employees with service where they work. You’ll be provided a dedicated Business Development Specialist that is available to you for new hire orientations, onsite visits with employees and executives for personal banking needs, as well as host educational workshops to ensure your employees make smart financial choices.

I have the following times available next week to discuss in more detail.  Would Wednesday, May 30th at 9:30am or Thursday, May 31st at 3:30pm work for you?  I look forward to hearing from you!

Best Regards,

Tori


Description:
Ms. Royster:

I hope all is well!  I wanted to share some information about Allegacy Federal Credit Union with you to see if we would be a good fit for you and your employees.

At Allegacy our number one priority is to help members make smart financial choices. As a not for profit financial institution, we solely exist to serve our member-owners. Membership is established by companies like LC America when they choose to offer the credit union as a part of their benefits package.

We understand the importance of a rich benefits package to attract and retain talented staff. Offering Allegacy as LC America’s credit union, will provide employees a safe, sound financial entity that exists solely to serve their best interests. And in turn, it adds value to your benefits free of charge.

Allegacy member-owners have access to some of the best products and services offered in the market today including:
•	Up to 100% financing on an equity line, whereas most banks only offer 80%
•	A FREE checking account, SmartRate, that pays dividends and refunds up to $25 of ATM fees
•	Low rates on autos, mortgages and personal loans
•	Proactive savings programs for holiday and vacation spending
•	Complementary financial planning 
•	Access to a variety of educational workshops on topics from building budgets, buying a home and estate planning
•	Access to over 4,100 credit union service centers and over 25,000 free ATMs nationwide

As LC America continues to grow we would like the opportunity to grow with you and provide your employees with service where they work. You’ll be provided a dedicated Business Development Specialist that is available to you for new hire orientations, onsite visits with employees and executives for personal banking needs, as well as host educational workshops to ensure your employees make smart financial choices.

I have the following times available next week to discuss in more detail.  Would you be available for lunch Wednesday, May 30th at 12:00pm or Thursday, May 31st at 9:00am work for you?  I look forward to hearing from you!

Best Regards,

Tori


Description:
Celeste Perrin an employee from my GMA Gurus leads group ask that I contact the Agency Director about the employees being able to join through the GMA Association.


Description:
We scheduled onsite visits for June.  Their employees qualify as part of the GMA Association.


Description:
Hi, Connie and Tori!  I have you confirmed to visit CHT, and I’ll put a screen up about you coming so the guys all know.  

June 13, 11:30am-12:30pm, and again at 6:30pm:  1621 Old Greensboro Rd., Kernersville
(First shift and office=70; 2nd shift=8)

June 20, 12:00pm-12:30pm:  1802 Fairfax Rd., Greensboro
(Approx 20 people)
To get to the break room, drive in between the front building and Building 2 (building 2 is labelled on the outside at the top)
Go past the trailer, and you will see a bay door open.  Right inside the bay door, there is a door to the break room.

Thanks!  Have a great weekend!

Sincerely,

LAURA ALAMILLO, PHR, SHRM-CP
Human Resources Director
Columbiana Hi Tech
1621 Old Greensboro Road            
Kernersville, NC 27284  USA
P:  +1 336.497.3565    
M: +1 336.707.2385 
F:  +1 336.232.1776
lalamillo@chtnuclear.com
www.chtnuclear.com


Description:
Scheduiled lunch with Sharmin for KP/me to discuss WellQ


Description:
Attended their Wellness Fair.  2 new members


Description:
From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, August 04, 2016 12:35 PM
To: Kris Hudson
Subject: RE: Allegacy Onsites

Hi Kris,

I want to confirm our onsite visits for next week.

8010 Piedmont Pkwy – Wednesday, August 10th from 11am-1pm

623 Radar Rd – Thursday, August 11th from 11am-1pm

We’re planning on 150 at each location and we’ll ask for you.

Correct…

From: Baker, Tori 
Sent: Tuesday, July 26, 2016 1:50 PM
To: Kris Hudson
Subject: RE: Allegacy Onsites

Great!  I have attached the flyer for both locations.  Please feel free to change the room locations.  Will we ask for you at both locations?
 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Kris Hudson [mailto:Kris.Hudson@haeco.aero] 
Sent: Tuesday, July 26, 2016 9:03 AM
To: Baker, Tori
Subject: RE: Allegacy Onsites

We’re at 8010 Piedmont Triad Parkway. Let’s do 8/10 with Juice Shop smoothies. We should be at around 150 at each location.

From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, July 25, 2016 5:00 PM
To: Kris Hudson
Subject: Re: Allegacy Onsites

Kris, 
Where's your new building located?
We could visit your new building...
Monday, August 8th
Wednesday, August 10th

Would you prefer ice cream or Juice Shop smoothies for your employees?

How many people should I plan on for each location?



 
 
Tori Baker
Member Development Specialist, Member Development

P 336.774.2803  | E tbaker@allegacyfcu.org

P.O. Box 26043, Winston-Salem NC 27114-6043


On Jul 25, 2016, at 4:34 PM, Kris Hudson <Kris.Hudson@haeco.aero> wrote:
11 – 2 will be good four our groups
 
From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, July 21, 2016 10:16 AM
To: Kris Hudson
Subject: Allegacy Onsites
 
Hi Kris,
 
I hope you’re having a great day!  We had talked a while ago about coming back out for another visit.   Could we provide ice cream or Juice Shop Smoothies for your employees in August?  Would the dates listed below work for you?  Which time during the day would work best for you?
 
Wallburg
Tuesday, August 9th
11am-2pm or 2pm-4pm
 
Greensboro
Thursday, August 11th
11am-2pm or 2pm-4pm
And
6pm-8pm
 
________________________________________
<image001.png>
Tori Baker
Member Development Specialist, Member Development


Description:
Hi Tori, yes we are confirmed,

Ask for myself or Abby, and I think about 200 is a better number to go by….


Thanks see you on Tuesday

Margie

From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, August 04, 2016 12:35 PM
To: Margie Craig
Cc: Kris Hudson
Subject: RE: Allegacy Onsites

Hi Margie,

I want to confirm our onsite visit for next Tuesday, August 9th.  I also had a couple of questions.  

Will we ask for you?  

Should I plan on 225 people?


From: Baker, Tori 
Sent: Tuesday, July 26, 2016 1:48 PM
To: Margie Craig
Cc: Kris Hudson
Subject: RE: Allegacy Onsites

Margie,

Here’s a flyer for our upcoming visit.  Please feel free to change the room location if needed.
 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Margie Craig [mailto:Margie.Craig@haeco.aero] 
Sent: Monday, July 25, 2016 5:14 PM
To: Baker, Tori
Cc: Kris Hudson
Subject: RE: Allegacy Onsites

I will have to get back to you with the numbers, (around 235) I am not positive with growth and moves, but we will go with the smoothies.

Thanks,

Margie

From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, July 25, 2016 4:52 PM
To: Margie Craig
Cc: Kris Hudson
Subject: Re: Allegacy Onsites

Great!  How many employees should we plan on?  Would you like us to provide ice cream or Juice Shop smoothies for your employees?
 
 
Tori Baker
Member Development Specialist, Member Development

P 336.774.2803  | E tbaker@allegacyfcu.org

P.O. Box 26043, Winston-Salem NC 27114-6043


On Jul 25, 2016, at 4:33 PM, Margie Craig <Margie.Craig@haeco.aero> wrote:
Hi Tori, the 9th from 2-4 would be good for Wallburg to cover our few 2nd shift employees also.
 
Thanks,
Margie Craig
HR Manager
HAECO Cabin Solutions
5568 Gumtree Road Winston-Salem, NC 27107
336.464.0122 x22009   336.698.6076 Cell
336.464.1592 (fax)
 
 
 
From: Kris Hudson 
Sent: Monday, July 25, 2016 4:30 PM
To: Tori Baker [*]
Cc: Margie Craig
Subject: RE: Allegacy Onsites
 
Hi Tori!
 
We’re right in the middle of our move to the new building so we’re split in Greensboro. We’re just running a first shift at the new building, would it be possible to add them as well? I think those dates look good. Margie, our new HR Manager for Wallburg will let you know if that date works for them.
 
Thanks so much!
 
Kris
 
From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, July 21, 2016 10:16 
To: Kris Hudson
Subject: Allegacy Onsites
 
Hi Kris,
 
I hope you’re having a great day!  We had talked a while ago about coming back out for another visit.   Could we provide ice cream or Juice Shop Smoothies for your employees in August?  Would the dates listed below work for you?  Which time during the day would work best for you?
 
Wallburg
Tuesday, August 9th
11am-2pm or 2pm-4pm
 
Greensboro
Thursday, August 11th
11am-2pm or 2pm-4pm
And
6pm-8pm
 
________________________________________
<image001.png>
Tori Baker
Member Development Specialist, Member Development


Description:
Margie Craig
HR Manager
HAECO Cabin Solutions
5568 Gumtree Road Winston-Salem, NC 27107
336.464.0122 x22009   336.698.6076 Cell
336.464.1592 (fax)


Description:
Hi Tori,

Tuesday 3/1 and Thursday 3/3 will work for us. We can do Wallburg on 3/1 and Greensboro on 3/3.

We currently don’t run a 2nd shift in Wallburg but we do have a second shift in Greensboro that runs from 3:00 pm to 11:30.

Thanks,

Kris

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, February 2, 2016 10:30 AM
To: Kris Hudson
Cc: Cozza, Larry
Subject: RE: Allegacy

Hi Kris,

I appreciate you getting back with us.  Can you help us set up visits for your Gumtree and Radar Rd locations?  We’re available to cover 1st, 2nd and 3rd shifts.

Here are the dates that we have available.
Tuesday, March 1st
Thursday, March 3rd
Friday, March 4th

I appreciate your help!

Tori


From: Kris Hudson [mailto:Kris.Hudson@haeco.aero] 
Sent: Tuesday, February 02, 2016 9:34 AM
To: Baker, Tori
Cc: Cozza, Larry
Subject: RE: Allegacy

Hi Tori,

Sorry I missed your email. It’s been a hectic month! We would love you have you come out sometime soon. The only dates that would not work for us in February are 2/12, 2/16, and 2/19. I think we should be able to do anytime in March as well. Let me know what date would work for you and we’ll get it set up. 

Thanks!

Kris

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Friday, January 8, 2016 10:40 AM
To: Kris Hudson
Cc: Cozza, Larry
Subject: RE: Allegacy

Hi Kris,

I believe you had the opportunity to meet my teammate Larry Cozza;  guest at the Wake vs Duke Football game back in November.  It’s great to know that you and Larry have already met. 

I wanted to touch base with you about the email that Beth Lawson had copied you on.  Could you help us schedule some onsite visits for the first quarter with your employees?  As I stated below, we will be happy to provide breakfast, lunch or ice cream for your employees at these visits.  We would like to make sure we visit all of your Triad locations and shifts to be of service to as many Haeco employees as possible.  When you have some time to look at your calendar could you please advise me of the dates that will work best for you.

Best Regards,

Tori Baker

From: Beth Lawson [mailto:Beth.Lawson@haeco.aero] 
Sent: Wednesday, January 06, 2016 3:51 PM
To: Baker, Tori
Cc: Kris Hudson
Subject: RE: Allegacy

Hi Tori,
That would be great!  I’m going to forward you to my HR Manager, Kris Hudson.  It is much easier for he and his staff to coordinate these visits.  We have a lot going on this quarter, but we will try to see if we can make something work.

Thanks!
Beth

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 06, 2016 2:33 PM
To: Beth Lawson
Subject: Allegacy

Hi Beth,

I hope you enjoyed the holidays!  I wanted to touch base and see if we could schedule some onsite visits for the first quarter of 2016.  We would be happy to provide breakfast, lunch or ice cream for employee appreciation events.  Is this something you could help me with?
 
________________________________________
 
Tori Baker
Member Development Specialist, Member Development


Description:
Hey Tori,
I wanted to let you know I am going to have to cancel the luncheon we had planned for April 23rd.  Orientation with OrthoCarolina is that week and also we are having computer training that week and the next.  I will let you know if there is enough interest to reschedule the planned luncheon.  Right now, there is a lot of anxiety around here and people have not gotten back to me about the financial planning.  

Unfortunately, I will not be doing this position as of the end of May.  I will still be here but I will be moving locations to the Kernersville office to manage their needs.  I will let you know who your future contact after June 1 will be when it is announced.  There will not be a formal Human Resource person here locally but hopefully we will have someone assigned to talk to outside vendors/reps.

Thanks
Michelle

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, April 01, 2014 10:58 AM
To: Michelle Mathys
Subject: Thank you!

Hi Michelle,

I wanted to take a moment and say thank you for taking time out of your busy schedule last week to talk with me.  I hope you have received good news pertaining to your position.  

I have us down to provide lunch Wednesday, April 23rd from 11:30-2:00pm for 10-15 or more employees.  I’ll touch base the week before to get a head count and to send you a flyer.   I’ll also have a Financial Advisor present who can answer any questions about 401k rollovers at the lunch.  Do you also want us to plan a day for employees to schedule onsite appointments with a Financial Advisor  to discuss 401k rollovers?  

Regards,

Tori Baker                                       
Allegacy | Member Development Specialist                                                                                                                         
P.O. Box 26043 | Winston-Salem, NC 27114-6043              
336.774.2803 office| 336.414.3788 mobile | tbaker@allegacyfcu.org


Description:
Thank you Tori.  We were very excited to have you share in our event and I hope it was of value to you and our employees.  It was great to meet you and I look forward to our continued partnership.  Thank you.

Debra Jones
Manager, Payroll Services
Office:  704-655-5578
Cell:  704-439-7509

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, September 17, 2014 12:46 PM
To: Jones, Debra
Subject: Thank you!

Hi Debra,

I just wanted to say thank you for allowing us the opportunity to come onsite and talk with your employees.  Your company has a beautiful campus in Davidson.  

I hope you have a great week!

Tori Baker


Description:
Tori,
 
I'm waiting to hear from 2 of staff....they are out until tomorrow. I will keep you posted. 

________________________________________
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, January 05, 2016 12:15 PM
To: Akeico Stanley
Subject: RE: Employee apprecitaion breakfast or lunch!
Yes, that works for me!

 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Akeico Stanley [mailto:astanley@homeloving.com] 
Sent: Tuesday, January 05, 2016 11:47 AM
To: Baker, Tori
Subject: RE: Employee apprecitaion breakfast or lunch!

Let me get with all of the office staff and I will let you know in after lunch...is that ok?

________________________________________
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, January 05, 2016 11:33 AM
To: Akeico Stanley
Subject: RE: Employee apprecitaion breakfast or lunch!
Great!  I have the following dates available.
Friday, Jan 15th
Wednesday, Jan 20th
Friday, Jan 22nd

What time should I plan on being there for lunch?  How many people should I plan on?

________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Akeico Stanley [mailto:astanley@homeloving.com] 
Sent: Tuesday, January 05, 2016 11:29 AM
To: Baker, Tori
Subject: RE: Employee apprecitaion breakfast or lunch!

We would prefer lunch...thank you! :)

________________________________________
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, January 05, 2016 11:27 AM
To: Akeico Stanley
Subject: RE: Employee apprecitaion breakfast or lunch!
Hi Akeico,

Yes, I have one more spot available.  Would you prefer breakfast or lunch?  
 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Akeico Stanley [mailto:astanley@homeloving.com] 
Sent: Tuesday, January 05, 2016 11:23 AM
To: Baker, Tori
Subject: RE: Employee apprecitaion breakfast or lunch!

Good Morning Tori,
 
We are interested if you have slots available. We are flexible..but Wednesday's and Friday's are always good for us. 

________________________________________
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, January 05, 2016 11:06 AM
Subject: Employee apprecitaion breakfast or lunch!
Good morning,
 
Allegacy would like to host a complimentary employee appreciation breakfast or lunch for the first 5 responses to this email!!
 
Please feel free to contact me with any questions and some possible dates for your employee appreciation breakfast or lunch.

I would be happy to help you in selecting a date!
 
Sincerely,
 
________________________________________


Description:
Completed an onsite to start savings accounts for the students.


Description:
Visited the company with Leigh from benefits and signed up several employess to H.S.A Accounts


Description:
Translating for hispanic employees regarding their benefits package. With Chad Huff


Description:
Spoke to the team about the CD Special being offered on Oct. 5/t for our newest Bermuda Run Branch.


Description:
Me and Sherry brought lunch to the company and they completed the SEG paperwork on this visit.


Description:
Onsite where we've brought shaved ice and partnered with Michael Williams BM of Mocksville


Description:
Conducted an onsite withLarry and the benefits group that included Amy and Keenia. On this visit we opened up 28 HSA Accounts


Description:
Contacted and has responded with new seg contact. Have followed up with the contact on 8/9


Description:
Conducted Onsite with Larry Cozza that included shaved ice


Description:
Translated for the benefits team and accounted for several people  joining the credit union through this visit.


Description:
Translated presentation to the hispanic employes regarding their benefit packages


Description:
Conducted Onsite and dropped off 5 Dollar cards in order for new employees to gain membership.


Description:
Emailed about a potential onsite but they currently have only 3 staff members at the actual location. The rest of the staff work remotly


Description:
Responded with a new point of contact whom which I followed up with on 7/24


Description:
Sent email expressing interest in meeting the team


Description:
Onsite completed with Kevin Pichardo. Gained 4 Members from visit


Description:
Initial Call 7/31 discussing the opportunity for an onsite. 


 


Also emailed several brochures that provide more information pertaining to her employees needs


Description:
Conducted an onsite at the clemmons site. Spoke to several members about converting to the All-health wellness account.


Description:
Spoken to Laura in order to set up an onsite.


Description:
Held onsite with Kevin & WellQ.  Provided Dewey's ice cream


Description:
stopped by Office Mgr Angela Shelton wasn't available.  We left a brochure with our information.  We'll do a follow up call next week.


Description:
Cold call ...we were able to meet with the Campus President for about 15 minutes.  His employees would like to have access to a credit union.  We left him some information to share with HR in Alabama.  Will follow up next week.


Description:
Larry and I did a drop in.  We spoke to Bria Porter who Larry is connected with on LinkedIn.  We gave her a coffee mug and $10.00 Starbucks gift card.  She's a tea drinker.  She said she would pass our information on to her HR teammates.  


Kathi is the gatekeeper.


Description:
Larry and I stopped by their new location behind us on Westridge.  We spoke with one of the owners.  Angie Leeper her husband is the other owner and his name is Neil Leeper.  She didn't seem interested but I will touch base with her next week.


Description:
Cold call...I know Jon Bass from working with him at SunTrust.  I thought I would check and see if they offer their employees any cu benefits.


Description:
reached out to Julier per lead from KP; scheduled call for 5/22/18


Description:
Spoke w/Julie; she advised they were in the middle of a payroll project; our deposit ops team tried to help but was unable' client wouldn't speak with our payroll services; will try to connect with John Heath to try and obtain SEG relationship.any other possibilities


Description:
Dropped off 5 Dollar cards as well as my business card to ensure any questions/ concerns get resolved.


Description:
Emailed Jessi to try and get an appointment


Description:
Contacted and will follow up week of 8/13


Description:
Had an initial meeting to become a SEG. Followed back up 8/8 and the information has been giving to the owner but still waiting on a response


Description:
Met Tim Russo for lunch at Alma Mexicana w/KP from WellQ.  IMG had been bought out by Endeavor in California.  B2B decisions made there.  Getting ready for another merger as we spoke.  Toured WellQ after lunch.


Description:
Invited Patrick to the Wyndham Championship this weekend.


Description:
Invited Kris to the Wyndham championship this weekend.


Description:
F/U email.  Seth asked that I call him.  Corporate isn't interested in partnering with Allegacy.  He did invite us to his back to school event.


Description:
Talked with Tracy about the back to school event.  We're not going to participate.


Description:
Tim Hooks, CPA  Partner


P/F: 336.232.4444


E: THooks@brccpa.com


1501 Highwoods Blvd, Suite 300


Greensboro, NC 27410


brccpa.com


LM 7/24 10:38am


7/26 he called me back.  He’s going to touch base with Marsha.


7/31 LM 10:52am


Description:
Good afternoon Tori, 


 


I was going to tell you today at the meeting this morning.  I talked to Marsha and she doesn’t want to endorse any other bankers than the ones we already use for our daily banking and our HSA. Sorry.  if you have information you would like me to drop off in hopes of changing her mind, just let me know.  But it didn’t sound  likely.  


 


Thanks and hope you are doing well,


Tim


 


 


Tim Hooks, CPA  Partner


P/F: 336.232.4444


E: THooks@brccpa.com


1501 Highwoods Blvd, Suite 300


Greensboro, NC 27410


brccpa.com


Description:
Hi Tori (and Jeri) -


 


I spoke with Jeri about a possible conversation with you.  She said she would be happy to speak with you and that Thursdays are good.


 


I gave Jeri your business card and want you to have her contact info:


 


Jeri Juskey, Office Administrator


Work 336/272-7720


Email  officeadministrator@aprinc.com


 


Have a great weekend .... see you soon!


 


Best,


 


Pat


 


 


 


Pat Rudy | Manager of Corporate Recruiting


Advanced Personnel Resources Inc.


701 Green Valley Road | Suite 210 | Greensboro NC 27408


W 336.272.7720 | D 336.217.7387 | F 336.272.7729 | M 336.580.9966


patrudy@aprinc.com | www.aprinc.com


Description:
Emailed back and forth with Jeri.  Have call scheduled for Wednesday.


Description:
Talked with Jeri about what we have to offer.  She's going to get with owner.  I'll follow up with her when I get back from vacation.


Description:
Reached out to Sally Thomas talked with her assistant.  She asked that I email her some information.


Description:
Sent Lindsay email with information about Allegacy.


Description:
Sent f/u email to see if Sally had reviewed the information.


Description:
Lindsay responded to my email to let me know that she hadn't heard anything from Sally.


Description:
received vm from Angela Galvan-Cruz HR Mgr.  Sally had asked her to call me.


I called Angela back on the 9th to let her know that I was out of town and I would touch base with her the first of next week.


Description:
I talked with Angela via phone.  She asked that I email her the information which I did.


Description:
I followed up with Angela and she said they weren't interested since we don't have any locations in Asheboro or Sanford.  She had stated the majority of their employees were located their and would need access to our branches and atms.


Description:
Noregon Vehicle Data Experts J.Leigh Grimes HR Mgr 336.217.7443 Lgrimes@noregon.com 7009 Albert Pick Rd 27409 called LM/sent LinkedIn message


Description:
Reached out to Robert Fulton to let him know that Jim asked us to ass him to the mailings/emails.  Also asked for the dimensions of their payroll envelopes so as to prepare per Jim's request.


Description:
Visited their Pro Event which entailed meeting both comsumer and business prospects.


Description:
Larry and I worked the Health Benefit fair at the Pantheon Thermofischer Job Fair.


We gave out freebies to employees and told the story of Allegacy, 


We met HR contact Denise Pruitt ( who ended up winning the drawing) and Cheryl who worked for Baptist and was promoting WellQ.


Our contact for the event was Joey Koford. He would be a good contact for us to move forward. Very nice.


Description:
Call Blitz (LWRF) - Spoke to Angie (Allegacy Member) and said that Kim was out of the office. Mentioned the potential SEG ooportunity and also the non profit business Accounts.


Description:
Played in their charity golf tournament with Karen Morgan of Private banking along with Jeff Burns & Derek Cress(Cheryl Grant's client)


Description:
CEO Lee Covington requested Sandy Zoubek come out and see him when Greg K and Laurie went out to see him and Sharon Kahill to discuss Commercial Loans, They are with BB&T on their loans but were interested in talking with us through Sandy. Sandy set up a lunch meeting to meet with Lee and Sharon for Friday October 19th. Larry, Jon and Sandy will be attending to have the initial discussion.


Sandy had discussed with Cheryl Grant about taking her out there if the team felt Senior Services was open to it.


Description:
Jon, Larry and I met with Lee Covington and Sharon Kahill and Mid Town Dessertery for lunch. We discussed Senior Services and what their amazing work in Forsyth Co.Meals on Wheels, Tab Williams Senior Center, Senior Home Care, Fair Parking and other services.


We also discussed their Adult referral service that companies partner with and use to help their loved ones all across the US find the help they may need for their parents or grandparents all across the country.


 


They told us they would like us to come out after the 1st of the year and speak to their whole company about what we offer. Their nurses are in house once a month. Sharon is already an Allegacy member and has been since Reynolds days.


Good meeting.Jon will be going out with Larry and Cheryl.


Description:
Conducted an onsite at westbrook which led to at least 5 people signing up and a huge potential for more.


Description:
Monthly email bounced back; checked Linkedin and confirmed that Donna isn't there anymore; reached out to Nicholas Cooke


Description:
Spoke to the front desk receptionist and left her 5 dollar cards as well as some business cards. Going to follow up next week for an onsite request.


Description:
Emailed Kathryn about scheduling an onsite for the week of April 15th or the 22nd. Looking to bring some type of lunch to her staff.


Description:
Conducted an onsite during their 50 year celebration which entailed me getting a vendor for food and having two table where we had information on it.


Description:
Very interested in Well Q. Will be following up to confirm a set appointment


Description:
Spoke with Niki about onsite visits and it is extremely difficult to get all the teachers together for a presentation. She emphasised us sending email marketing materials in order for her to distribute to staff. Brought Chick-Fil-a for business staff.


 


I also spoke to her about Lori Timm being able to assist them with a personal finance class.


Description:
Stopped by with Larry and Karen during a call blitz but the staff were in a meeting.


Description:
Currently not accepting onsite from outside vendors soliciting business from their employees


Description:
Worked in collaboration with benefits (Keenia) to interpret for the spanish speaking employees. Scheduled an onsite to discuss the benefit of Allegacy with the employees during their lunches.


Description:
Spoke with Dee about scheduling an Onsite. Looking to follow up in a week or two about getting that on the calender.


Description:
Dropped off 5 dollar cards to employees during visit and discussed scheduling an onsite for next year. Reach out first quarter!


Description:
Went to stop by with Larry and Karen during a call blitz but they were in a meeting. Will follow up the following weeek.


Description:
Stopped by with Melissa Smith and made sure to speak to the general manager about getting an onsite. They would be glad to have us bring lunch for their teamwhile we speak to them about what Allegacy has to offer them.


Description:
Wellness fair is scheduled for March 27th. Looking to add one other person to assist with the event.


Description:
Spoke with Allison about Well Q and is not interested. Going to follow up within the next two weeks to schedule an onsite


Description:
Spoke to the new HR Manager Samantha McNair about possibly setting up an onsite in the near future.


Description:
Conducted an onsite with Derek and Russ and provided popcorn fanatics. The best flavors to get are white cheddar and movie butter. We signed up 7 people onsite as well as had several conversations about car loans and mortgage loans.


Description:
Spoke to Nicole Briefly about how we can come on-site and she mentioned that we have a spotlight on their website promoting Allegacy. Looking to send some media/ video mentioning the benefits o their employees.


Description:
Sent Email letting them know I can come by to drop off marketing materials on what we currently offer at the credit union as well as drop off some 5 dollar cards.


Description:
Spoke to Rebecca about coming onsite and sent her an email with the AllHealth Wellness Brochure attached. She is looking to schedule an onsite during there benefit enrollment period later on this year.


Description:
Emailed Sharon on setting up an onsite with the majority of her employees. Should be responding with meeting dates soon. If not I will follow up by the end of the week or start of next week.


Description:
Conducted an onsite with Leigh. Spoke to them about Membership accounts as well as HSA Accounts. Will be following up in a month to schedule New Hire Orientation


Description:
Spoke to the front receptionist on being able to schedule an onsite with the company because it has been years since we have been there. They have been bought out twice since weve had an onsite with them.


Description:
Spoke with Mary Ann about coming onsite and I made sure to reach out to Cindy who is the current Accounting manager


Description:
Spoke with Olivia Williams about scheduling an onsite via Winston Under 40 Board Meeting


Description:
Conducted Onsite with Brad Bumgarner to explain the benefits of the credit union to the employees.


Description:
Sent Monthly email to Chris Fowler, Finance Manager and tried to set up a lunch meeting.


Description:
Emailed Williamto set appointment along with Greg Keolian; he replied that he would confirm when back in town


Description:
Sent Step Rate BIZ CD to the CFO John Holden.


Description:
Talked with Wendy at HRMAG today to see if they partner with a CU for their employees.  She wasn't aware of one.  Trying to schedule a lunch meeting with her next week.


Description:
Ms. Royster finally responded to my email.  ;)  We have a lunch meeting scheduled for next week.


Description:
We met for lunch at Mozelle's in WS.  She asked that I email her the paperwork.  


She sent me the SEG paperwork that evening.  Yay!!


Description:
Saw Rick at HRMAG meeting asked if we could schedule a meeting.  We're meeting Wednesday, Nov 7th 2pm at his office.


Description:
Jenna Lau won our drawing for a Coffee mug and Starbucks gift card.  I left her a message to see when I can drop off her items.


Description:
Called Susanna to congratulate her on new job with EEA Realty.  She asked that I email her some information about our SEG benefits.  She asked that I stop by her office next Tuesday.


Description:
Milli and I stopped by to talk with Jon about becoming a SEG.  He has quite a few employees who don't have checking acconts because of garnishments.  We did send him the paperwork to become a SEG.  We've decided not to persue them as a SEG partner after a discussion with Tracy.


Description:
Calleda and spoke with Tom Woods about our SEG program.  He asked me to email him some information.


Description:
Emailed information about the benefits and SEG paperwork.


Description:
f/u email to see if he had any questions.


Description:
I met Kimberly Trifari at the GCS - WOW event.


Event Overview


“Discover Your WoW!” provides 8th graders with exposure to the CTE Career Pathways offered in GCS high schools.  The event provides “hands-on” activities and allows students to interact with area business/industry leaders and local higher education partners so they gain exposure to high need, high wage careers in the Piedmont-Triad area and the pathways that lead to those careers.


Description:
I met Nancy White at Kenrnersville chamber - HR roundtable event.  She was one of the panelist.


Description:
Pam's email was sent back…


Delivery has failed to these recipients or groups:


ptucker@presbyteriancounseling.org


A problem occurred during the delivery of this message to this e-mail address. Try sending this message again. If the problem continues, please contact your helpdesk.


The following organization rejected your message: mx-dfw.smtp.directrouter.com. (65.99.209.7, the server for the domain presbyteriancounseling.org.).


Description:
Delivery has failed to these recipients or groups:


dwalker@tcilogistics.net


A problem occurred during the delivery of this message to this e-mail address. Try sending this message again. If the problem continues, please contact your helpdesk.


 


 


Diagnostic information for administrators:


Generating server: googlemail.com


dwalker@tcilogistics.net


#< #4.0.0 smtp; DNS Error: 9263684 DNS type 'mx' lookup of tcilogistics.net responded with code NXDOMAIN Domain name not found: tcilogistics.net> #SMTP#


Description:
Delivery has failed to these recipients or groups:


ward_stephanie_g@cat.com


The e-mail address you entered couldn't be found. Please check the recipient's e-mail address and try to resend the message. If the problem continues, please contact your helpdesk.


The following organization rejected your message: mail2.cat.com. (198.206.246.199, the server for the domain cat.com.).


Description:
Delivery has failed to these recipients or groups:


Howard_Quentel_M@cat.com


The e-mail address you entered couldn't be found. Please check the recipient's e-mail address and try to resend the message. If the problem continues, please contact your helpdesk.


The following organization rejected your message: mail4.cat.com. (198.206.246.35, the server for the domain cat.com.).


Description:
Delivery has failed to these recipients or groups:


slawson45@earthlink.net


A problem occurred during the delivery of this message to this e-mail address. Try sending this message again. If the problem continues, please contact your helpdesk.


The following organization rejected your message: mx6.earthlink.net. (207.69.189.229, the server for the domain earthlink.net.).


Description:
Delivery has failed to these recipients or groups:


christagoff@remax.net


A problem occurred during the delivery of this message to this e-mail address. Try sending this message again. If the problem continues, please contact your helpdesk.


The following organization rejected your message: smtp1-msp.securence.com. (216.17.3.48, the server for the domain remax.net.).


Description:
Joey had an employee stop by the branch to open an account.  He was upset that we couldn't open the account since his ID didn't match his address and he didn't have a ulitlity bill in his.name.  


I called Ms. Jones to make her aware of the situation.  She understood.


Description:
Sent out July monthly email promoting financial wellness


Description:
Sent out March email on money markets, financial planning


Description:
Gale replied with her new email address; updated in SEG MGR.


Description:
Email bounced back; updated with missing "L" in last name


Description:
Anthony'd email continues to blounce back.  Working with Sherri Scott to get updated contacts!!  Removed his email address for now!!


Description:
Lara-Ashey, their account manager from ABS & I met with Carrie their Development Coordinator.  We discussed the HR/SEG benefits.  Sent intro PDF fo rher to share with the team along with my contact information.  Copied Debbie so they can reach out to her with partnership opportunities too.  Still closed is the Country Club location.  Employees home and good.  Donations have picked back up and the numbers are improved for adoptions versus rescues.


Description:
ABS called looking for help signing up as a SEG.  Dep Ops told them they weren't.  Benfots renerwal is May.  They're going to add  Health Savings accounts.


Description:
Responded to Julia's email introducing their new lead.  Share the into PDF and welcomed him to the team.  Tried to get a time to meet on their outdoor patio when available.


Description:
Reseaerched LinkedIN.  Joy left 3 years ago.  HR is in PA/NY.


Description:
Had a great conversation with Melissa regarding Allegacy and our partnership. They have grown a little bit and requested we sen some $5 cards her way. They were mailed on April 9.


Description:
Spoke with Marie regarding the SEG partnership. No real needs on their end but mailed out $5 cards on April 9.


Description:
Called after researching the website.  Ericka, now listed as contact, answered the phone.  Kristina, previous rep has gone back to teaching. I interupted 1st quarter payroll so I sent email to thanks them for 18 years of SEG relationship.  Included Intro PDF & request to meet and follow up.  Updated email & phone number.


Description:
Voicemail for Deborah to see how they are doing and share updates with each other.


Description:
Copany has been closed for 8 years.  Changed from Cultivate to Maintain.


Description:
Updated from Cultivate to Maintain as we have no contact info, company is in Tennessee, and part of Reynolds/BAT.


Description:
Caught Sharmin in her car as the office phone was forwarded.  Hiring is picking up; lot of temps at the moment.  She received the cards & packet Sherri sent her.  No needs at the moment.  She be;lieves it will be definitely after 7/4 before anyone thinks about onsites.


Description:
Followed up on Bobbie's research along with my last visit there.  Company was bought out by HP Fabrics.  HP Fabrics was brought on as a SEG in 2017.  Changed from Cultivate to Maintain.


Description:
Company purcahsed Closed SEG, Microfibres and became SEG in 2017.


Description:
Spoke w/Tom to verify the address change I saw in his advertising and updated SEG MGR


Description:
Me and Derek Carte visited and dropped off he newest cd specials to the owner


Description:
Visited new shop; doubled bay space and added body shop and sales office.  Made appointment to go to lunch after the first of the year.


Description:
Met with Rebecca and Gary about becoming a SEG and offering Well Q to their employees. They are extremely interested in doing so.


Description:
Stopped by as part of a Business Campaign; Dr. was out with knee surgery; left materials with Jennifer and followed up with the $5 membership cards next day


Description:
Stopped by and met David Munoz during a Business Call Blitz, updated the address in SEG MGR per his new location and our discussion; can't update brnach as Bermuda Run isn't in SEG MGR yet


Description:
Completed an onsite w/ Larry & Greg (Commercial) Spoke to about 40 people and provided dominoes for the employees. The ratio of employees was 60% hispanic.


Description:
We talked via email.  We have a lunch meeting for the Jan 18th.


Description:
Emailed Jennifer to set the lunch appointment we spoke about earlier


Description:
Picked up new member application and the first 3 check from the first graduating class of Pivot Ministry, part of Ardmore


Description:
Talked with Anna this is a busy time of year for them.  She asked that I email her some information and follow up in a couple of months.


Description:
Jason,


 


Thank you for taking time out of your busy schedule to talk with me about our select employer group program!  I’m including a quick overview of the products and services we can offer you and your employees.


 


Here’s  a quick overview of the products and benefits available:


 



 
  
   Checking 

   
    
     
      SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees. 

      We’ll also refund up to $25.00 in ATM fees per statement cycle with our SmartRate Checking accounts. 

     

    

   

   Savings  

   
    
     
      Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs 

     

    

   

   Loans  

   
    
     
      Auto - as low as 2.94% New and Used 

      
       
        
         We offer an auto buying service at no additional cost 

         New or Used 

        

       

      

      Mortgages  

      
       
        
         15 year and 30 year Fixed, VA, FHA, and USDA 

         5/1 and 7/1 ARM 

        

       

      

      Equity Lines 

      
       
        
         Up to 100% of the value 

        

       

      

      Credit Cards  

      
       
        
         No annual fees  

        

       

      

     

    

   

  

 




 


Key Benefits At A Glance:



 
  
   No-surcharge ATMs  

   
    
     
      Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada. 

     

    

   

   Free Online Banking 

   
    
     
      WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more! 

     

    

   

   Visa Check Card 

   Convenience Services 

   
    
     
      Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education. 

     

    

   

  

 




 


I’ve attached the information that we would need to offer these great benefits to your employees at no cost to you.  I would be more than happy to provide breakfast or lunch for your employees once we receive the paperwork and have our broad approval. Please feel free to call or email me with any questions. 


 


Tori


Description:
Good morning Jason,


 


I hope you enjoyed your weekend!  I wanted to touch base this morning to see if you’ve had a chance to look over the information that I sent you on Friday.  Do you have any questions?


Description:
Good morning Jason,


 


I hope you enjoyed the holidays!  


 


I wanted to touch base and see if you had a chance to review the information and attachments about becoming one of our select employer groups.  Do you have questions?  


 


Tori


Description:
I talked with Gail for quite some time.  They're happy with BB&T.  They're not looking to partner with another financial institution.


Description:
Ms. Laughlin, 


 


Thank you for taking time out of your busy schedule to talk with me today!  I am attaching the information that we would need if TranSource decided to become one of our select employer groups.  Listed below is an overview of the services that we can offer your employees at no cost to TranSource.  We also do not require TranSource to bank with us to offer this benefit to your employees.


 


Here’s  a quick overview of the services and benefits available:


 






·        Checking 








o   SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.


o   We’ll also refund up to $25.00 in ATM fees per statement cycle with our SmartRate Checking accounts.











·        Savings 








o   Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs











·        Loans 








o   Auto - as low as 3.19% New and Used 








§  We offer an auto buying service at no additional cost


§  New or Used











o   Mortgages 








§  15 year and 30 year Fixed, VA, FHA, and USDA


§  5/1 and 7/1 ARM











o   Equity Lines 








§  Up to 100% of the value











o   Credit Cards 








§  No annual fees 


























 


Key Benefits At A Glance:






·        No-surcharge ATMs 








o   Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.











·        Free Online Banking 








o   WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!











·        Visa Check Card


·        Convenience Services 








o   Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.

















 


 Let me know if you have any additional questions.


 


Bests, 


 


Tori


Description:
I met Ron Payne at the Kernersville Business Before Hours.  Interested in partnering.  Sent email to schedule a meeting.


Description:
I met Kevin Teddar at Kernersville Business Before Hours.  He's already a member and works with Selina at our Kernersville Branch.  He said the company doesn't usually make fast changes.  He asked me to email him some information that he could share with the owners.


Description:
Emailed infromation about the benefits of being a SEG.


Description:
Meet Carmen at Greensboro Chamber Leads Group


Description:
Meet in person with Carmen.  She asked that I send her information about her company becoming a SEG.


Description:
Updated Company Name, removed contact as he is no longer there


Description:
We met for lunch at The Loop in Kernersville.  Highland is still in a Trust for another 31 days.  I invited her to a HRMAG meeting and shared info about the GAP program.


Description:
Hi Tori! Thank you so much for lunch and the information.  Have a great weekend!


 


Best,


Nancy


 


Nancy H. White, MBA, SPHR


HR Manager           


Highland


215 Drummond Street ▪ Kernersville, NC  27284


Tel ▪ +336-992-1403 ▪  Cell ▪ +336-655-1339 


 Email ▪ nancy.white@highlandindustries.com  ▪  www.HighlandIndustries.com


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Friday, January 18, 2019 3:23 PM


To: White, Nancy <Nancy.White@HighlandIndustries.com>


Subject: GAP & HRMAG Info


 


Hi Nancy, 


 


Thank you for taking time out of your busy schedule to meet for lunch!  Here are some of the links for the GAP program and HRMAG.  


 


https://gapnc.org/


 


Our next meeting is scheduled for February 7th.  Let me know if you would like to attend as my guest. https://www.hrmag.org/events/EventDetails.aspx?id=1189076


 


I hope you have a great weekend!


 


Tori


Description:
Reached out to Leigh-Ann for a possible appointment


Description:
Called and spoke with Brian Macy.  He asked that I email him some information.


Description:
Dropped off doughnuts for Jason and Staff.  He said he would send paperwork next week to become a SEG.


Description:
He asked that I follow up after the new year.


Description:
Hi Tory:


 


Because this is a busy time for HR can we make it for the 27th or 28th of December?  If not January 2019 is wide open.  Thanks!


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Tuesday, November 27, 2018 9:30 AM


To: Kim Trifari <ktrifari@brightplastics.com>


Subject: Allegacy


 


Good morning Ms. Trifari,


 


It was great seeing you at the GAP event last week!  I appreciate you and your company investing in our Guilford County students for the future!


 


I wanted to touch base and see if you’re available for lunch sometime in the near future.  Would any of the dates below work for you? 


 


Friday, Nov 30th


Wednesday, Dec 5th


Thursday, Dec 6th


Wed, Dec 12th


Description:
Great!  Where and what time would you like to meet for lunch?  


Sent from my iPhone


 


On Nov 29, 2018, at 10:19 AM, Kim Trifari <ktrifari@brightplastics.com> wrote:


  


! 


January 4th looks good!


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Thursday, November 29, 2018 9:43 AM


To: Kim Trifari <ktrifari@brightplastics.com>


Subject: RE: Allegacy


 


Good morning Kim,


 


How about Friday, Dec 28th or Friday, Jan 4th?


Description:
Hi Kim,


 


I hope you’re enjoying the holidays!  I wanted to touch base and see if you’re still available for lunch Friday, Jan 4th.  If so, where and when would you like to meet?


Description:
Hi Kim!


 


I hope all is well and that you enjoyed the holidays!  I know things were real busy for you at the end of the year.  


 


I wanted to touch base to see if you’re available to meet for lunch on any of the dates listed below.  


 


Friday, Jan 11th 


Wednesday,  Jan 16th 


Tuesday, Jan 22nd – Friday, Jan 25th


 


If so, let me know what works best for you.  I look forward to hearing from you!


 


Tori


Description:
Let’s go with Thursday.


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Monday, April 16, 2018 11:14 AM


To: Stephanie Rossomano <stephanie.rossomano@emsbilling.com>


Subject: [EXTERNAL] RE: Allegacy


 


 


 


11:30-1 works for me.  I’m not planning on a presentation.  They can stop by grab a smoothie and ask any questions.  Which day works best for you Thursday or Friday?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Stephanie Rossomano [mailto:stephanie.rossomano@emsbilling.com] 


Sent: Monday, April 16, 2018 10:57 AM


To: Baker, Tori


Subject: RE: Allegacy


 


  


Usually our folks take their 15 minute breaks around 10 & then again around 2.  So, if you’d like to come at lunchtime, I would suggest from 11:30 – 1:30?  Are you planning on a presentation, or just having a table with information set-up?


 


 


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Monday, April 16, 2018 10:54 AM


To: Stephanie Rossomano <stephanie.rossomano@emsbilling.com>


Subject: [EXTERNAL] RE: Allegacy


 


This Message originated outside your organization.


 


 


I’m open pretty open either day.  We can stay for an hour or two.  What works best for you?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Stephanie Rossomano [mailto:stephanie.rossomano@emsbilling.com] 


Sent: Monday, April 16, 2018 10:51 AM


To: Baker, Tori


Subject: RE: Allegacy


 


  


 


 


Hi Tori – Yes, either one of these would work.  What time were you thinking of coming and how long would you be here?


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Monday, April 16, 2018 10:49 AM


To: Stephanie Rossomano <stephanie.rossomano@emsbilling.com>


Subject: [EXTERNAL] RE: Allegacy


 


This Message originated outside your organization.


 


 


Hi Stephanie,


 


Would Thursday, June 28th or Friday, June 29th work for you?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Stephanie Rossomano [mailto:stephanie.rossomano@emsbilling.com] 


Sent: Thursday, April 12, 2018 5:19 PM


To: Baker, Tori


Subject: RE: Allegacy


 


  


Hi Tori – I think we’d love to have you guys come in June.  Smoothies would be a nice treat.  Do you have time during the week of 6/25?


 


We have a big summer (anniversary) event in May and then we start our Open Enrollment.  Having you in house after we finish OE would be best, if that works for you.


Thanks,


Stephanie


 


 


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Thursday, April 5, 2018 4:03 PM


To: Stephanie Rossomano <stephanie.rossomano@emsbilling.com>


Subject: [EXTERNAL] Allegacy


 


 


Hi Stephanie,


 


I hope you’re having a great week!  I wanted to follow up about us providing smoothies or ice cream for your employees sometime in May or June.  Is this something you’re still interested in doing?  If so, could you send me some dates that would work for you?


 


Tori


Description:
Tori,


We have 175 employees. If you are in our Cafe offering something free, you will get lots of traffic! Maybe plan on 100 people? Kenny, if you think I am over or understating that number, please jump in!


Thanks,


Jennifer


 


On Jun 19, 2018, at 7:48 AM, Baker, Tori <tbaker@allegacy.org> wrote:


This Message originated outside your organization.


 


 


Jennifer,


 


Great, we look forward to being there!  How many people should we plan on?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Jennifer King [mailto:jennifer.king@emsbilling.com] 


Sent: Tuesday, June 19, 2018 8:46 AM


To: Baker, Tori; Kenny Davis


Subject: Re: [EXTERNAL] FW: Allegacy


 


 


 


 


Tori, 


That would be great! I have included Kenny Davis on this email, he is our Facility & Events Manager and will be your contact! We look forward to seeing you next Thursday!


Thanks!


Jennifer


 


On Jun 18, 2018, at 4:03 PM, Baker, Tori <tbaker@allegacy.org> wrote:


Mimecast Attachment Protection has deemed this file to be safe, but always exercise caution when opening files.


 


 


 


 


Ms. King,


 


My name is Tori Baker.  I had originally schedule an onsite event with Stephanie for Thursday, June 28th from 11:30am-1:00pm.  We were going to bring some smoothies from the Juice Shop and be available to answer any questions about Allegacy for your employees.  Is something we can still do for your employees?  I’ve attached a flyer with the details of our planned visit. 


 


I would greatly appreciate your help!


 


Tori


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Baker, Tori 


Sent: Monday, June 18, 2018 1:50 PM


To: 'Stephanie Rossomano'


Subject: RE: Allegacy


 


Hi Stephanie,


 


I want to confirm our onsite visit for Thursday, June 28th from 11:30am-1:00pm.  We’ll be providing smoothies from the Juice Shop.  How many people should I plan on having smoothies for?


 


I’ve also attached a flyer for you to share with your employees about our upcoming visit.  I look forward to our visit next week!


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


Description:
Met Daniel for lunch at Bibb's; took him cards for his new employees and a flyer for the business CD speacial.  He is considering opening a CD w/$15k


Description:
Stopped by to speak w/Stewart; left him $5 cards for his employees along with flyer for the BIZ CD special; he was very interested; emailed Laurie Jamison/Greg Keolian about following up


Description:
Larry and I spoke with Kimberly Noel about offering the credit union as a benefit to their employees. Looking to get a spot on their website where they can click a link to open an account with us. I have already followed up with her to make sure she has my email address for future onsite visits.


Description:
Spoke with Stacy via Linkedin as Donna has moved on; will connect next Tuesday during calls w/Hall


Description:
Reached out to Rhonda via Linkedin to try and set appt.


Description:
Followed up visit, and received email back; interest is there


Description:
Stopped by to get new contact information.


Debbie Brady (Office Mgr/HR Asst) Dbrady@wadejurneyhomes.com


cell phone 336-253-7275


Description:
I first met representatives at the Greensboro Chamber Annual Dinner 1/24/19.


Description:
Larry and I did a cold call visit today.  We met Jill Parker and Dennis who attended the Annual Dinner.  There's a possiblity for a commerical loan, insurance and SEG.


Description:
Received pprwork from Leigh Shenberger, Allegacy Benefits Solutions.  Forwarded on to Bobbie to process as new SEG.


Description:
Dropped off gift card.


They the advertising agency for Pinnacle.  They have it in their contract the cannot have another financial inst. Onsite.


Description:
Lori Timm sent email to her connection. - Kelly Green.  Kelly connected us with Kimberly.


Description:
Sent Kimberly email with overview of CU benefits.


Description:
sent follow up email to see if she had a chance to review the information that I sent her.


Description:
Dropped off pastries from Panera.


 


Hey Tori,


Thank you for the goodies (and the 5 pounds added to my waistline😊).  Our employees were very appreciative of their mid-morning treats.


 


Please find our signed paperwork attached.  Give me a call after the holidays to discuss a time to come over to meet with our employees.


 


Hope you have a wonderful holiday!


 


 


Proud to be 100% employee owned!


 


Kimberly Diachenko


HR Administrator | Kindermusik International, Inc.


2606 Phoenix Drive, Suite 810, Greensboro, NC  27406


kdiachenko@kindermusik.com | 336-273-3363 ext. 2002


Description:
Good morning Kimberly,


 


I would like to welcome Kindermusik to the Allegacy Family!  You and your employees now qualify to become members of Allegacy because of your select employer group status.  I would love to schedule a time either the end of January or sometime in February to provide breakfast or lunch for your staff to share this great news!  Let me know what would work best for you.


 


I look forward to helping you and your staff!


 


Bests,


 


Tori


Description:
Good morning Tori,


Between the bad weather and illness, it seems like we have had a sparse crew working this month.  I think attendance would be better in February.  Would a light breakfast snack work on any of the following days?  Our warehouse employees get their official morning break at 10:00 so I think that may be a good time.  


 


                             Tuesday, February 12th 


                             Wednesday, February 13th


                             Wednesday, February 20th


                             Thursday, February 21st


 


We technically have 23 employees at this office, but many work from home several days a week.  You never know when they are going to be in the office, so it’s always hard to get a head count for things.  Please don’t be disappointed if the turnout is low.  However, if you can send me some info in a digital format, I will post it on our #slack channel for everyone to see.  


 


I look forward to hearing you.


Description:
Hey Tori,


No need to apologize.  I knew you were closed yesterday, and I was a little jealous😊


 


I look forward to seeing you on Feb 13th.  Have a great day.


 


Kimberly


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Tuesday, January 22, 2019 8:27 AM


To: Kimberly Diachenko <kdiachenko@kindermusik.com>


Subject: Re: Welcome to the Allegacy Family!


 


Good morning Kimberly, 


 


I apologize for my delayed response.  We were closed yesterday.  


 


Wednesday, Feb 13th will work best for me.  I won’t be disappointed if the turn out is low.  I’ll provide a light breakfast.  I’ll send you a flyer that you can share with your employees about our upcoming visit.


 


Tori


Description:
Hi Tori,


I had a good weekend.  Hope you did too. 


 


Yes, we are looking forward to seeing you this Wednesday at 10.  I sent the info on the services/ discounts Allegacy can provide and hope they will stop by and speak with you about it.  We should have ~20 employees here on Wednesday. 


 


See you soon.


Kimberly


 


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, February 11, 2019 10:50 AM


To: Kimberly Diachenko <kdiachenko@kindermusik.com>


Subject: Onsite visit Wednesday


 


Hi Kimberly,


 


I hope you enjoyed your weekend!  I wanted to confirm our onsite for Wednesday from 10am-11am.  How many people do you think I should plan on having food for?  


 


Tori


Description:
We had an onsite & talked with several people.  Provided breakfast from chick fil a.


small nugget tray, large chicken mini tray and small fruit tray.


We could have used a sm instead of lg chicken mini tray.


Description:
Cold call to see if we could attend their health fair.


Description:
Called and spoke with Kem Evans.  They partner with Truliant and not interested in partnering with us.


 


Update 10.5.20 - Kem Evans appears no longer with PPG (Russ Parmele)


Description:
Emailed Yullanda about potentially visiting her apartment complex to handle enrollment


Description:
Cold call - she wasn't available


 


Called and left message later in the day


 


they have a Health Fair 3/29/19


Description:
I caught him at the end of the day on his cell.  He asked me to call him back.


Description:
Called him and he was getting ready to go to SC.  He asked that I call him back on Monday.


Description:
Cold call, they have an upcoming health fair on Thursday, April 11th.  We would need to contact Joyce Dillow in HR


Description:
Called and spoke with Joyce on the phone.  They don't currently partner with a CU.  She asked me to email her some information that she could share with the owner.  


I invited her to be my guest at a HRMAG meeting.  She invited me to be a guest at the High Point Chapter HR Group.


Description:
Received request pprwrk and gave to Bobbie to process.


Description:
I received Ms. Young's phone number at a HRMAG Event.  LM


Description:
Cold call.  The company bought the facility about 2 weeks earlier.


Will give them a couple of weeks to get settled in.


Description:
Did a membership drive. Opened 6 memberships


Description:
Did a Membership Drive. Opened 12 memberships.


Description:
Initial onsite with company; had to be entered late as SEG MGR was down at the time


Description:
Jennifer Carswell returned my phone call from last week.  Updated SEG MGR with her contact info as the SEG REP; emailed her and Joe Kent to help set an HAS account opening for next week.  Russ will stop by with $5 cards and Tervis cup for Jennifer


Description:
Meet Beth at HRMAG New Member Orientation


Description:
Firm's top leaders were indicted for fraud in 2007 and company filed bankruptcy in 2012


Description:
It looks like the company is out of business.


Description:
Called and spoke with Shavone.  She said I would need to speak with Ms. Shawn Moore.  I was able to speak with Ms. Moore and she said they have a relationship with Summit CU.  They're not interested in partnering with us.


Description:
F/u call with Jason. He asked that I resend paperwork to become a SEG.


Description:
Dropped by to see if Jason.  He wasn't in so I left him a coffee mug.


Description:
Sent Joyce an email to be her guest at the next High Point HR meeting.  


I'll will attend the meeting with her on the 13th of March.


Description:
Attended employee health fair.  2 New members


Description:
Cold call talked with Peggy Vira at the front desk.  She asked to call back and talk with Sandy Stafford.


Description:
Cold Call - Oak Ridge Bank did a loan for them.  Talked with Lu Coon.  F/u next week to see what she thinks about becoming a SEG.


Description:
Sent follow up email to try and schedule an onsite


Description:
Received new SEG paperwork from Larry Cozza. Michelle Koster sent it to him.


Description:
Jenna responded to my LinkedIn message.  She's currently out of the office on materinty leave. She asked if I could email her gift card.  We switched the Starbucks card for a Target gift card.


Description:
I let her know that I would be sending her gift card next week.


Description:
Attended initial on-site for 187 employees. Larry Cozza, Jon Riveria, Hall Roberts, Russ Parmele attended with pizza, giveaways. 90 pizzas (recommend ~60 next time)


Description:
This company was brought in by Leigh Shenberger.


Description:
Stopped by with Larry to reintroduce ourselves and get a business card to schedule lunch. Schedule lunch to speak about SEG and Commercial possibilities.


Description:
Cold call - Angie Fary Director of Finance is the contact given


Description:
Conducted an onsite and gained some memberships through referral from Jasmine Mack. They're looking for us to come back soon.


Description:
Went to the location and picked up the last SEG Document. Now waiting to be sent to the board earlier next month.


Description:
Received new SEG paperwork from Leigh Shenberger.


Description:
Jennifer emailed to confirm appopintment for 3/28@noon


Description:
Stopped by to speak w/Jessi; she is no longer there


Description:
Receieved paperwork for SEG partnership should be submitted to board for April


Description:
Michael Williams worked with Rhonda Brown to coordinate July 10 & 11 on-sites


Description:
Larry Cozza and Russ Parmele stopped by office and met Ric (new HR rep); will reach out about getting together to reintegrate Allegacy into HR benefits


Description:
Larry Cozza and Russ Parmele stopped by to drop off a stack of $5 deposit cards. Picked up Town manager and Finance Director cards. Will reach out about setting up an on-site.


Description:
Larry Cozza and Russ Parmele stopped by to try to meet new HR person. Melanie Weber was out but got contact info and will reach out about continuing conversation to become a SEG


Description:
Larry Cozza and Russ Parmele stopped by to try to see RJ but he has a full time job at Reynolds. Spoke with Aprile Hutchens and she is interested, will discuss with RJ.


Description:
Just received the SEG paperwork should be submitted to the board early April.


Description:
Cold call - they have a health fair coming up in August.  Talked with Rhonda...they partner with Members Credit Union.


Description:
cold call - we need to contact Mandy Cloutier.


Description:
Good afternoon,


 


Thank you so much for contacting me.  We currently use Pinnacle but if something changes I will certainly let you know.


 


Have a great day!


 


Blessings,


Mandy Cloutier


mcloutier@wcatrojans.org


                


 


 http://www.wesed.org


Description:
sent follow up email to let her know that don't need to bank with us to offer benefit for employees.  


She hasn't responded to my last email.


Description:
Meet Ms. Craft at Coffee and Conversations.


Description:
I have a conncetion that knows Karen and she said I could use her name.  I sent her an intro email using my contacts name.  She says it can take sometime for her to respond but she will.  I will follow up with a phone call.


Description:
received VM from Beverly Gaulden - called her back and left a message.  They currently partner with Members.


Description:
Cold call.  Received contact info.  Sent email


Description:
Tory, 


I spoke to Chris Ellington and both of us are available to meet next Monday, 6/18, at 10am or on Thursday, 6/21, at 2pm. Do either of those times work for you? Let me know.


David


 


On Mon, Jun 11, 2018 at 4:54 PM, David Leonard <dleonard@morrisette.com> wrote:


Tory, 


Thanks for calling today. I apologize for not getting back to you sooner. Per our conversation, I'll get with our Director of HR, Chris Ellington, and get you a few dates that might work for a meeting. You'll hear back from either Chris or me, in the next few days.


Regards,


David


Description:
Hi Dianna, (Hoffman)


I want to thank you for your referral!  Larry Cozza and I met with Mr. Leonard and Chris Ellington (Director of HR) on the 18th.   Unfortunately, they don’t think we’re currently the right fit .  With our physical branches being located in a footprint that is different from theirs, they don’t  feel like their employees would be able to experience the valued branch experience as much as they would like.  


 


Thank you again for the introduction!  Please keep us in mind for other SEG opportunities in the future.


Description:
Tori,


This is something that our CFO would make a decision on.  I have sent it to him…we are in the middle of a new CFO coming on board with us on 4-1-19 so I don’t think our current CFO is going to add any new benefits at this time.  Please feel free to reach out to me again at the end of this year to see where we are standing on adding any new benefits.


We are also hiring a new COO on 4-1-19.  Lots of changes going on with us right now.  Our outgoing CFO & COO are retiring in a couple of years.


 


Hope you have an Awesome Week!


Joyce


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Tuesday, March 26, 2019 2:58 PM


To: Joyce Dillow <JDillow@piedmontchemical.com>


Subject: FW: Allegacy Federal Credit Union


 


Hi Joyce,


 


I hope your week is off to a great start!  I wanted to follow up and see if you had a chance to review the information below.  If so, do you have any questions about the information or attachments?


Description:
Updating company information and found that the company had changed it's name to Ad Source and is a wholly owned subsidiary of Twin City Sports, LLC.  


 


The address and phone number have also changed.


Description:
Spoke at the Continuing Education seminar held ath the Masonic Lodge; left $5 cards for them to use after the class


Description:
Spoke w/Mary to advise they were approved and confirm email address


Description:
Russ and Tori held lunch meeting with Norman, James (son - Marketing). Russ met Norman at Davie County Health Expo. 


 


Interested in becoming a SEG, commercial banking, and payroll. Do commercial banking currently with Fidelity. Sent SEG paperwork in afternoon, follow up in two weeks on other elements. 100 employees, could use another 50 CAN, independent from GSO branch. Only company of his type that offers health insurance (two separate plans). They do more hourly care ($20-$21/hr); companion care - light housekeeping, friendship


 


Serve WS and Bermuda Run. Want to use website to communicate benefits.


Description:
Dropped by while I was in Kernersville.  He wasn't in.


Description:
Provide lunch for staff from Apple Spice for the Winston Office.


Description:
Contacted Ms. Stewart via phone.  They say they're currently not interested they are going through a lot of changes.  


She did say I could email her some information and she would ask her GM.


I sent her an email with information about the program.


Description:
Updated company name, web site and street address.


Description:
Updated company name, web site, street address and added other locations in Note Pad.


Description:
Updated company name from Forsyth Hospital to Novant Health Forsyth Medical Center. Also updated status, street address, etc.


Description:
Two profile pages for this merger - one with SEG ID and stats (This profile) and the other had address, phone number, etc plus activities.


 


Transferred all information to this profile and changede status of other to delete.


Description:
Below is the only activity listed in other profile:


 


From Belinda Wilson - I talked to Yvonne about the merger process. I have files the paperworkwith NCUA for approval. I recevied a call from Bonnie. She stated that I needed to send in some items. She said the merger packet must beapproved by NCUA before you hold the membership mtg. I told her that our datefor the meeting was August 20th. She said she did not thinkit would be a problem. She needed a current deliquent loan summaryfor Tank Line. I asked Yvonnefor this. I am visiting them on Monday with Gaynell to go over the equipment, contracts and forms. She said at that timeshe would have the board signed documentsfor me to pick up. She also mentioned that Sis Hamilton has been callingon her to merge with Summit. She did not knowwhat to say to her. I told her to mention that theboard has decidedthat Allegacy can better serve the nationwide members with their numerous locations and atm network.


Description:
Researched online and could find no information about the company. Changed the status on the profile page to closed.


Description:
Reached out to LaShaun via Linkedin for a chance to speak with him after running into him on a call blitz w/JR last month; he replied this morning


Description:
Company had 2 profiles in database - this one with a SEG ID and the 2nd without a SEG ID.


 


I transferred all of the information from the 2nd to this profile and changed the status to the 2nd to Delete.


Description:
Belinda Wilson received a lead from Chad Huff & Laurie Duncan.  She is mtg with the office manager, Julie, on Friday to sign her up to be a member and provide her with the benefits information to become a SEG.  Also attending their staff mtg on 1/27 @11:30.


Description:
Belinda visited with the company again and received new SEG paperwork,


Description:
Presented the CU to staff for membership.


Description:
Followed up with Julie to see if they needed anything.


Description:
From June 2011 - May 2012 their was very efforts to make contact without any success.


Description:
Dominique Swaim made contact with Julie who said that there has been very little success when the CU has come out on site and doesn't feel that another would be successful at this time.


 


As for the medical practice, the doctors have a strong relationship with Suntrust and not interested in changing financial institutions.


 


Asked to be contacted quarterly.


Description:
From 11/12 - 10/18 there was multiple email outreach to contact from 5 different BD Reps without any response from contact.


Description:
They have 2 profiles - this one and the 2nd with ID 600. Transferred information from 600 to this one.


 


Meeting with Jim Elliott to transfer member data from 600 to this profile number.


Description:
There was no activity in either profile before 7/5/13.  From this date to 7/22/14 there were multiples emails sent with marketing information and attempts at contact.


Description:
Kevin and I dropped by to introduce ourselves.  Connie & staff are very happy; didn't want any meetings onsite as group works remote; she thanked us and continues to promote us and share newsletter with staff.


Description:
From this date to 10/31/18, 5 BD Reps have emailed information out to the contact ranging from marketing information to attempts to contact Seg Rep.


Description:
Russ and I did a drop in.  Karen Hurley wasn't available.  We left a coffee mug and $10 Starbucks gift card.


Description:
Reached out to Angela to discuss the possibility of them stil becoming a SEG.  They're still concerned about our locations.  I focused on locations in our market.  She asked me to send some information again.  I did discuss that we could accept applications emailed to us.  Will follow up next week.


Description:
Company has two profiles - this one and a 2nd one with informationbut no ID#.  I've transferred all of the information over to this profile.


Description:
This is the earliest activity date that was found on either profile.


 


Debbie - distribution list update profile.


Description:
Renee and I delivered trays from Salem Kitchen and spoke with Heather and she will get with Angela the seg rep.


Description:
From this date to 10/31/18, various types of emails and marketing mailings have been sent to the SEG contact from 6 BD Reps to either share information or to request meetings with no notations about responses from the contact.


Description:
There were 2 profiles for this company - this one with a SEG ID# and a 2nd one without.  I transferred all of the information and activities from the 2nd one over to this one.


Description:
Paul Phillips initiated contact with Brad Bennett for a couple of months in Oct & Dec.  Brad requested him to follow-up after the first of the year.


Description:
Paul met with Holt Morris at company to discuss affiliation.  Company is interested.  She will follow up with Brad to discuss further.


Description:
Paul followed up with Holt.  She said that they appreciated the discussion and information shared but have decided not to affiliate with us.


Description:
Company was approved for partnership by BOD and NCUA.


Description:
From this date thru 10/31/18, 4 BD Reps have sent marketing and contact emails to SEG Rep.


Description:
dropped off Trevis, business card and business brochure.


Description:
Ms. Royster: I hope all is well! I wanted to share some information ablut Allegacy with you to see if we would be a good fit for you and your employees. At Allegacy our number one priority is to help members make smart financial choices. As a not for profit financial institution, we solely exist to serve our member-owners. Membership is established by companies like LC America when they choose to offer the the credit union as part of their benefits package. We understand the importance of a rich benefits package to attract and retain talented staff. Offering Allegacy as LC America's credit union, will provide employees a safe, soundfinancial entity that exists soley to serve their best interests. And in turn, it adds value to your benefits free of charge. Allegacy member-owners have access to some of the best products and services offered in the market today including: *Up to 100% financing on an equity line, whereas most banks only offer 80%*a FREE checking account, SmartRate, that pays dividends and refunds uo to $25 of ATM fees*Low rates on autos, mortgages and personal loans*Proactive savings programs for holiday and vacation spending*Complementary financial planning*Access to a variety of educational workshops on topics from building budgts, buying a home and estate planning*Access to over 4,100 credit union service centers and over 25,000 free ATMs nationwide. As LC America continues to grow we would like the opportunity to grow with you and provide your employees with service where they work. You'll be provided a dedicated Business Development Specialist that is available to you for new hire orientations, onsite visits with employees and executives for personal bankingneeds, as well as host educational workshops to ensure your employess make smart financial choices. I have the following times available next week to discuss in more detail. Would you be available for lunch Wednesday, May 30th at 12:00 pm or Thursday, May 31st at 9:00 am work for you? I look forward to hearing from you! Best regards, Tori.


Description:
We met for lunch at Mozelle's in WS. She asked that I email her the paperwork. She sent me the SEG papaerwork that evening. Yay!


Description:
Met new HR MGR at SHRM event last night; updated SEG MGR, gave card to Connie Shoaf as she is taking lead with David & Omni due to Auto Buying relationship


Description:
Researched company and it has closed.  Changed status to closed.


Description:
Called to introduce myself and contact appears to be Rob Gordie. Working on contact info


Description:
Met HR rep at SHRM last evening and spoke with her; they are looking to change commercial banks.  Referred to Laurie Jamison.  Gave Jon Rivera card as he is about to do a call blitz with Christie Hefner of Hanes Mall branch.  Updated SEG MGR with her contact info as SEG REP


Description:
Vanessa Griffen is no longer at Siemens. Voicemail went to Curtis Thornton, who appears to be an HRBP. Trying to make connection


Description:
Plant closed Plymouth, IN location in September 2017. Moved operations to Herford, CA.


Description:
Called and introduced myself. Ashley Bennett is the President. They are now at 5 employees.


Description:
Updated SEG Manager with new email address, sent welcome letter from Russ


Description:
Internet research suggests it is closed; will confirm in-person


Description:
Attempted to call for introduction and number appears disconnected


Description:
Attempted to send intro email and contacts are no longer with company; stopping by to try to get a contact


Description:
Attempted to send intro email but business appears closed; driving by to confirm


Description:
Called phone number and Louise Good appears to be HR now, not Larry Thierault. Updated info in SEG Manager


Description:
Updated SEG profile with Molli Smith's contact info, sent intro email


Description:
Company has closed. Changed status to closed.


Description:
Could find no information internally or externally on this company name.  Changed status to closed.


Description:
Left intro voicemail. Company appears to now be Ricoh. Awaiting response before changing in SEG Mananger


Description:
Could not locate company name in scanned SEGs but did find it in the Charter.  Also the BP Directory has the name listed as WFU Baptist Medical Center.


 


Changed name on profile page.


Description:
Called and spoke with Cindy; Capt. Byrd is no longer with them. She splits HR responsibilities with the Office Manager. Given the lack of a nearby branch, they don't have interest in reintroducing the partnership. I left my phone number in case they or their employees had a question.


Description:
Looked online for company web site.  Their name has from Urology Partners to Novant Health Urology - Baldwin.  Updated profile page.


Description:
Researched practice online and name has changed from West Forsyth Family Medicine to Novant Health West Forsyth Internal Medicine nd Pediatrics.Changed name on profile screen.


Description:
Researched company online and name has changed from Winston Neurology, PA to Novant Health Neurology & Sleep - Westgate.  Changed name on profile.


Description:
Business is closed. Building in use by USA Attachments.


Description:
Internet research and attempts to contact suggested the business is closed. Drove by to confirm. Building in use by Hanesbrands, Inc.


Description:
Researched company online and found that the name changed from Family Medical Associates of Lewisville to Novant Health Lewisville Family Medicine.  Changed name on profile page.


Description:
Researched company and found that the name had changed from Family Medicine Associates of Thomasville to Novant Health Thomasville Medical Center. Changed name on profile page.


Description:
Researched company online and name has changed from Forsyth Internal Medicine to Novant Health Forsyth Internal Medicine. Changed on profile page.


Description:
Researched online and company name has changed from Forsyth Pediatrics of Kernersville is now Novant Health Forsyth Pediatrics Kernersville.  Changed name on profile page.


Description:
Researched online and company's name changed from Forsyth Pediatric Associates - Westgate to Novant Health Forsyth Pediatrics.  Changed name on profile page.


Description:
Sent introductory email to Denise Priddy after getting information in drop-in.


Description:
Stopped by with Larry and spoke with them about their partnership. New contact without cards yet, so gave me predecessor's card (Trina Pennell). Sent intro email. They'll have a June benefits fair. Follow up in May if no word.


Description:
Attempted to get new contact info. Marlene Floyd called back and said old contact had been gone for a few years (Brandon Davis). Requested to be made in-active, but very nice; said they still had some stuff with us but not much


Description:
Stopped by the business with Larry because email was inactive and phone calls were unresponsive. Tammy Snow not with the company for some time. Spoke with Keith Smith (one of the co-owners). His brother is the President (James Smith) and James's wife normally handles benefits, but she is quite sick. Did not sound good at all from Keith's tone. Sent introductory email to Keith.


Description:
Researched online and company's name has changed from Forsyth Pediatrics Oak Ridge to Novant Health Forsyth Pediatrics - Oak Ridge.  Changed name on profile page.


Description:
Researched company online and the name has changed from Forsyth Radiological Associates to Novant Health Imaging Maplewood. Changed name on profile page.


Description:
Visited hospital with Larry Cozza, met new contact, Shannon Manring. She is new and was very excited at the prospect of reintroducing the credit union to the hospital. Only have one bank in Danbury. Requested an ATM in the hospital. Changed name from Pioneer Community Hospital of Stokes to LifeBrite Community Hospital of Stokes


Description:
Business changed from Keating Gravure USA to Sonoco Trident


Description:
Name has changed from McLain & Steedle, PLLC to Chermak & Hanson Orthodonics.


Description:
Hall Roberts and I stopped by to introduce me and do a quick tour. She said Zack Fulp (CFO) is the decision maker.


Description:
Name has changed from CJMW Architects to CJMW Architecture, PA.


Description:
Name has changed from Prudential Carolinas Realty to Berkshire Hathaway HomeServices Carolinas Realty.


Description:
Name has changed from Hospice & Palliative Care Center to Trellis Supportive Care.


Description:
Name has changed from Ferree and Associates CPA, PLLC to Ferree Dinkins Group CPAs, PLLC.


Description:
Name has changed from Iliant Management Directions to Change Healthcare Practice Management Solutions Group, Inc.. Also updated web address.


Description:
Name has changed from Sides Contracting Co., Inc to Sides Seeding & Erosion Control.


Description:
Name has changed from Compare Foods to Gamma Foods Supermarket.


Description:
Researched online and name has changed from Martinat Outpatient Rehabilitation Center to Novant Health Rehabilitation Center - Hawthorne.


Description:
Researched online and location has beed permanently closed.


Description:
Researched online and location has been permanently closed.


Description:
Annual Benefis enrollment to day; 2 HAS/Memebrship packets brought back by Beth Starling; 25-30 still outstanding w/HR


Description:
Researched online and company has changed name from Baptist Hospital Home Health Care to Wake Forest Baptist Health Care at Home.  Changed name on profile page.


Description:
Researched company online and found that the company has closed both locations.  The WS office address is occupied by a diferent company not in the same industry.  Changed status to closed.


Description:
Researched company online and found that the name had changed from Forsyth Comprehensive Neurology to Novant Health Neurology & Sleep - Frontis Plaza. Changed name on profile page.


Description:
Saw under Key Information box on profile page that Dr Tettamanti passed awat in 2016.  Researched online and confirmed that he had passed and that the office was closed.  Changed status to Closed.


Description:
Larry and I stopped by with Greg Keoloean. Greg needed to pick up paperwork.We discussed acitvating employee piece with them and they are receptive. Relayed to Jon Rivera.


Description:
Researched company online and it closed January 2016.  Changed status to Closed.


Description:
Researched company online and name has changed from Forsyth Pediatrics/Adolescent Center Robinhood to Novant Health Robinhood Pediatrics & Adolescent Medicine.  Changed name on profile page.


Description:
Researched company online and this practice has been rolled up into Novant Health Robinhood Pediatrics & Adolescent Medicine. Changed status to Closed.


Description:
Researched company online and found that name has changed from Friedberg Family Medicine to Novant Health Friedberg Family Medicine.  Changed name on profile page.


Description:
Scheduled on-site visit with Jon Rivera and sno-cones for July 9


Description:
Researched location online and found that the name had changed from Hawthorne Medical Center to Novant Health Hawthorne Outpatient Surgery Center.  Changed name on profile page.


Description:
Researched company online and found that the name has changed from North Point Medical Associates to Novant Health North Point Medical Associates.  Changed name on profile page.


Description:
Researched company online for web address. Company has been sold twice but is now a part of Ashland Chemical.  Some information about the company will list Ashland as the company name and others will list it as Avoca, LLC. When you click on their web address www.avocainc.com   it takes you to the Ashland web site.


Description:
Researched company online to locate web address, which I could not find.  I did see that the company has changed it's name from Bethlehem Community Center to Bethlehem Community Child Development Center.


Description:
Lillian Martinez responded to email to Melanie Weber, requested a meeting. Russ and Jon will go on May 9


Description:
Researched company online and the company is now a part of Wake Forest Baptist.  The company's name has not changed.


Description:
Researched company online and found that the name had changed from Breast Clinic to Novant Health Breast Center.


Description:
Researched company online and found a couple of changes - Original name was Brock & Scott, PLLC, we had it in SEG Mgr as Brock, Scott & Ingersoll (with no notations on the name change) and it is currently Brock & Scott, PLLC.  The web site also notes that the admin office is at 4550 Country Club Rd, WS.  Made changes on profile page.


Description:
Researched company online and company has changed names from Call A Nurse to Novant Health Care Connections and has changed their address.  Made changes on profile page.


Description:
Toured MCA with Larry Cozza and discussed joining on as a SEG


Description:
Lu Ann emailed to confirm that she had submitted the SEG paperwork


Description:
Received the Factors to Consider sheet via online submission.


Description:
Researched company online and saw that name had changed from Peace Haven IM & Peds to Wake Forest Baptist Health - Family Medicine - Peace Haven.  Changed name on profile page.


Description:
Researched company online and found that the name needs to be updated to just PhoneTree and that is was purchased last year by West Corp.  As of now, it doesn't look like they will be changing the name from PhoneTree.


Description:
Company is closed.  Changed status on profile page.


Description:
Attempted to call Aprile to follow up on SEG piece and phone numbers for both stations were disconnected. Emailed a follow up.


Description:
Stopped by with Hall Roberts to prospect them as a SEG. Good, albeit quick conversation. Jessica said she had to check with her teammate and that they didn't have a credit union. Hall followed up with a phone call a week later.


Description:
Researched company online and found that the company had been purchased in 2003. Changed name from Piedmont Administrators, LLC to Medcost Benefit Services, LLC.  


 


Found a separate profile page for Medcost Benefit Services, LLC.


Since there are no members, deposits or loans in this SEG ID 250 I I changed status to closed.


Description:
Researched company online and name has changed from Piedmont Imaging to Novant Health Imaging Piedmont. Changed name on profile page.


Description:
Researched company online and found that name has changed from Pine Ridge Family Practice to Wake Forest Family Medicine - Reynolda.  Changed name on profile page.


Description:
Researched company online and found that the name had changed from Prime Care at North Point to Novant Health Go Health Urgent Care - North Point.  Changed name on profile page.


Description:
Researched company online and their name changed from Prime Care of Kernersville to Novant Health GoHealth Urgent Care Kernersville.  Changed name on profile page.


Description:
Researched company online and this location is no longer a part of Novant.  A different medical organization now occupies this space. Changed status to closed.


Description:
Researched company online and name has changed from Prime Care at Hickory Branch to Novant Health Urgent Care & Occupational Medicine - Hickory Branch. Changed name on profile page.


Description:
Researched company online and found that name had changed from Prime Care at Highland Oaks to Novanr Health GoHealth Urgent Care Highland Oaks.  Changed name on profile page.


Description:
Researched company online and found that this location has permanently closed.  Changed status to closed.


Description:
Researched company online and found that the company changed it's name from RCS Communications Group, Inc to RCS Wireless Technology.


Description:
Researched company online and it has closed.  The phone number listed on profile page is for an arm of Unicef.  Changed the status to closed.


Description:
Found via online research that the company's name was originally Salem MRI Center.  It was then changed to Excel Imaging. In late 2008, it was bought out by Forsyth Medical Center Imaging which was then changed to Novant Health Forsyth Medical Imaging.


Description:
Researched company online.  Found web site and they had posted a notification that they were closing as of 3/1/19.  Changed status to closed.


Description:
Researched company online and their name has changed from The Dummit Law Firm to Dummit Fradin: Attorneys at Law.


Description:
Researched company online and found that the company was bought by SanStone Health and the name has changed form The Nursing Center at Oak Summit to Oak Forest Health and Rehabilitation.


Description:
The original owner, Paul Reali, sold this business in 2005.  It was bought out by another company The Righ Click.  The location in WS closed.  The new locaiton in SC does not offer the same services as Cyberskills and has no communication with the CU.  Have changed the status to closed.


Description:
Researched company online and the their name has changed from The Salem Center to The Salem Center of Endocrinology.


Description:
Researched company online and it is no longer in business.  It's sister company IBSi Holdings is still open and has moved to 1381 Old Mill Circle, Suite 301, WS, 27103.  


 


Changed status to closed.


Description:
Researched company online.  The web site is no longer active and there's no current information available on the company via google or LinkedIn.


 


Changed status to closed.


Description:
Had call with Larry, Laurie Jamison. Norm is coming on as a SEG but had questions about how to roll the information out to his employees, as he has a decentralized workforce. We said we could provide welcome packets for new hires, intranet postings. 


 


Also interested in commercial banking, including hold deposits, extending a line of credit for payroll (unlikely to use), and his own deposits. Wants to move everything over from Fidelity into a local institution. Laurie is taking the lead and will be working with Greg K as the relationship evolves.


 


They are going to be terminating their relationship with a PEO in August. Said to reach out in June with payroll and benefits opportunities. Referred to Wendy Staz for payroll.


Description:
Researched company online and found that they have been bought by Trinity Healthcare of Winston-Salem dba Aerocare and the company name has changed from Triad Respiratory Solutions to Aerocare.


Description:
Researched this company online and the location has closed and been purchased by another company.  Changed status to Closed.


Description:
Researched company online and found that the company had been purchased by The Michaels Family Restaurant Group in 2015 but kept the same name and location.  Updated the web address.  Couldn't locate an email address for Seg Rep.


Description:
Talked with Angela.  Sally is only interested in offering Truliant.  She is thinks offering two options would be to confusing for her employees.


Description:
Researched company online and the name has changed from Wilkesboro Medical to Wake Forest Health Network Internal Medicine - Wilkes.  Changed name on profile page.


Description:
Researched practice online and it has closed. The phone number has also been disconnected.


 


Changed status to Closed.


Description:
Researched company online and the name has changed from Winston East Pediatrics to Brenner Children's Hospital Pediatrics - Winston East.  Changed name on profile page.


Description:
Cold call - referral from Braxton at Spartan Village.  They currently partner with american National.  They use to bank with PNC.  She asked that I email her some information which I did.


Description:
Dropped by with Larry Cozza. Christy Trucking was sold in 2017 and the name was changed to Patterson Companies in November 2018. Company has grown to 57 drivers. Bill Mathews is now the President and contact. He'll send out information to the drivers, but they don't have a regular all-staff meeting because of driver schedules.


Description:
Attended Davie County Health Expo with Larry Cozza. Michael Williams was able to stop by. Distributed general information on Allegacy to potential new members.


Description:
Researched company online.  The phone number is disconnected, web site doesn't work and can find no info about the company being open.


 


Changed the status to Closed.


Description:
Sent follow up email to Bill Matthews with "Member Benefits Intro" PDF and offer to do an on-site. Dropped off $5 card and branch manager business cards at location.


Description:
Dropped off 10 new employee packets with business cards with Stacy at Davie County


Description:
Saw note on profile page that the company had gone out of business.  Changed the status from Lost to Closed.


Description:
Read in Activities that this plant is closed.  Changed status from In-Active to Closed.


Description:
Researched name online and it has changed from Blumenthal Jewish Home to Blumenthal Nursing & Rehabilitation.


Description:
Read in Activities that they were absorbed into the YWCA program in 2004 and are no longer a stand alon entitiy.  Changed status from In-Active to Closed.


Description:
Duplicate of existing SEG.  Changed status from Lost to Delete.


Description:
Researched company online and found news article that the company changed it's name fro Consumer Credit Counseling Service of Forsyth County to Financial Pathways of the Piedmont.


Description:
Researched online and saw that the name had changed from YMCA of Winston-Slaem/Forsyth County to YMCA of Northwest North Carolina.  Changed the name on the profile page.


Description:
Researched online and they have changed the name of their chapter from American Red Cross NWNC Chapter to American Red Cross Carolinas Region.


Description:
Went with Jon Rivera to pitch SEG partnership with Lilly Martinez. Went very well. They partner with BB&T and we mentioned that we recommend  have both a banking and credit union partner and that they wouldn't have to switch their banking to us to partner as a SEG. She gave us a tour and introduced us to Melanie Weber (her boss), who she would discuss with. They do three shifts.


Description:
Contacted by phone she won the HRMAG drawing.  Shared information about Allegacy as well.


Description:
Dropped off gift card.  Discussed the email I sent her about them becoming a SEG.


Description:
She sent me the information for them to become a SEG.


Description:
Schedule to present at their employee meeting June 26th.


We have 65 employees.  We have one person with a Nut allergy.


Description:
Brian followed up on my introduction email and asked for us to come out to a "First Friday" June 7 lunch on-site. They hold them monthly but are doing more in June for Men's Health Month. Confirmed we'd love to participate. Updated employees from 65 to 82.


Description:
Onsite event provided chick fil a for breakfast.  They're physcial office is located at 344 Shelleybrook Drive, Pilot Mountain


Description:
Received membership request letter and factors to consider.


Description:
Researched online and saw that they had changed their name from Step One Substance Abuse Services to Insight Human Services, Inc.


Description:
After web site didn't work and found that phone had been disconnected, I researched the company online and found that it has closed.  Changed status on profile page to Closed.


Description:
Researched company online and found that they had moved from 8064 North Point Blvd to 3820 N. Patterson Ave.


Description:
Researched online and the name has changed from Northwest Child Development Council, Inc to Northwest Child Development Centers.


 


Very little information online about the company except when referring to Mud Pies which is a part of the company but that's mainly what you will find in your research.  The web site on the profile page takes you directly to the Mud Pies site.


Description:
Drove past and the building is now home to Reeb Millwork. Internet research suggests they bought the building and the inventory from King Sash & Door. Changed from "Active" to "Prospect," as there is no evidence that King Sash & Door was ever a SEG


Description:
Followed up on April visit with request to be a part of June benefits fair. Contact's name is John, who replaced Trina.


Description:
Confirmed attendence in the June 7 wellness luncheon. Larry Cozza will attend.


Description:
Researched company online. It has closed, web site doesn't work and phone has been disconnected.  Changed status to closed.


Description:
Researched online and company has been bought by Ricoh. Changed status to closed.


Description:
Researched online and found that the address on the profile was missing a part of the street name.  Added it to the page.


Description:
Researched online and school has moved from 251 South St, Davidson 28036 to 16301 Old Statesville Rd, Huntersville 28078.  The Head of School has also changed from Wes Johnson to Shane Ridgeway.  Made changes on Profile page.


Description:
Researched company. Scanned pprwrk shows that two locations were approved on Monroe Rd (4128 and 4624).  Online research shows that the 4128 location is under a different name not associated with company so I changed the mailing/street address to the still existing location.


Description:
Researched company online andfound web site and that the address had changed from 5501 Executive Center Dr, Ste 101 to 5601 Executive Center Dr, Suite 201.  Made changes to profile page.


Description:
Researched online and found web address. Added to profile page.


Description:
Reserached online and found current website. Updated profile page.


Description:
Researched online and found that they changed their name via a merger in June 2017.  The former name was Womble Carlyle Sandridge & Rice, PLLC and the new name is Womble Bond Dickinson. Also updated web site.


Description:
Sounds good, thanks.


 


Pamela J. Loftis


Pamela Loftis


Office Manager


 


American Industrial LLC


PO Box 16224/2616 Phoenix Drive (27406)


Greensboro, NC 27416-6224


(336) 855-3301 phone


(336) 855-1821 fax


 


ploftis@amerindcontr.com


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Wednesday, May 08, 2019 4:24 PM


To: Pam Loftis <ploftis@amerindcontr.com>


Subject: RE: Allegacy Federal Credit Union


 


Pam, I appreciate you submitting our information to your HR Director!  Can I touch base with you next Wednesday or Thursday to see if there are any additional questions?


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Pam Loftis [mailto:ploftis@amerindcontr.com] 


Sent: Wednesday, May 08, 2019 4:11 PM


To: Baker, Tori


Subject: RE: Allegacy Federal Credit Union


 


  


IMPORTANT 


 


  


The message below is from an external source. Please do not open attachments or click links from an unknown or suspicious origin. 


 


 


Tori, I have submitted your information to our HR Director for review.  Thanks for reaching out.


 


Let me know if I can assist further.  Thank you.


 


Pamela J. Loftis


Pamela Loftis


Office Manager


 


American Industrial LLC


PO Box 16224/2616 Phoenix Drive (27406)


Greensboro, NC 27416-6224


(336) 855-3301 phone


(336) 855-1821 fax


 


ploftis@amerindcontr.com


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Wednesday, May 08, 2019 4:01 PM


To: Pam Loftis <ploftis@amerindcontr.com>


Subject: Allegacy Federal Credit Union


 


Ms. Loftis,


 


Thank you for taking time out of your busy schedule to talk with me about Allegacy Federal Credit Union.  We do not require your company to bank with us in order to offer the credit union as a benefit for your employees.  I’m including a quick overview of the products and services we can offer your employees. 


 


Products and benefits available:


 






·       Checking 








o   Free checking without balance requirements or maintenance fees.











·       Savings 








o   Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs











·       Loans 








o   Auto - as low as 3.14% New and Used 








§  We offer an auto buying service at no additional cost


§  New or Used











o   Mortgages 








§  15 year and 30 year Fixed, VA, FHA, and USDA


§  5/1 and 7/1 ARM


§  Mortgage Eliminator 











o   Equity Lines 








§  Up to 100% of the value











o   Credit Cards 








§  No annual fees 


























 


Key Benefits At A Glance:






·       No-surcharge ATMs 








o   Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.











·       Free Online Banking 








o   WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!











·       Visa Check Card


·       Convenience Services 








o   Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.

















 


I’ve attached the information that we would need to offer these great benefits at no cost to your employees.  I would be more than happy to provide breakfast or lunch for your employees once we receive the paperwork and have our broad approval. Please feel free to call or email me with any questions. 


 


Tori


Description:
Called and spoke with Pam.  She has forwarded the information to her HR Manager.  They currently bank with American National.  She's had PNC call on them as well.  She isn't wild about giving their employees too many choices.


Description:
Onsite enrollments at Madison locations Tuesday and Wednesday, May 14th and 15th.


Description:
Researched online and found that the firm merged with another firm in June 2017 which changed the company name from Womble Carlyle Sandridge & Rice, PLLC to Womble Bond Dickinson.  Updated the web address.


Description:
Researched online and found that the company had changed names from Century Small Business Solutions to Thomas & Company Accounting.  Also found web address.


Description:
Researched online and saw that the two owners divided up the business and this location's name was Coyne Beahm, Inc and is now Coyne and Company. Updated web address.


Description:
Set up breakfast on-site for August 8 at 8am. Given the tight schedule they'll be on for staff development, this will only be a 15 minute presentation. A follow up appointment will be scheduled outside of school hours to meet with anyone interested in opening an account. (Date TBD)


Description:
Researched online and found that they've shortened their name form Exhibit Works to EWI Worldwide.


Description:
Researching company fuller to see if this company was formerly RCS International.


Description:
Called national office to confirm location is still open (found other info on internet that this location address was wrong.


 


This is an admissions office location.


Description:
Sent out smoothie offer email and they responded. On-site scheduled for June 5, 1pm-2pm. Updated employee info and website


Description:
Responded to smoothie offer email. On-site set up for May 23rd from 12pm-1pm.


Description:
Responded to smoothie offer on intro email. On-site scheduled for June 11. Updated contact info with HR Director as Twyla Kidd


 


Update: they want to reschedule on-site because most of staff is out until August. Awaiting dates


Description:
Researched online and company has changed name from Kernersville Family Practice to Novant Health Kernersville Family Medicine. Also updated web address.


Description:
Researched online and found that they changed their name from Mitre Design to Mitre Agency. Web address had changed.  Updated profile page.


Description:
Caught Heather via the phone and let her know they are a SEG.  She is working with the GM to get us an on-site.


Description:
Followed up with Lilly about our meeting. She was going to speak with Melanie after Memorial Day. Give until the first week of June before calling again.


Description:
Researched online and found that the company had been bought out and changed names from PharmaLabel to Multi Packaging Solutions, Inc. Also updated web address.


Description:
Tried to send out smoothie offer email and it bounced back from Chad Shore. Called and learned that Stephanie Zananiri is now the Director at the location; updated contact info.


Description:
Researched online and name has changed from SCAN - Stop Child Abuse Now to the Parenting Path: Positive Actions, Thriving Homes. Also updated web address.


Description:
Larry has been in contact with them about possible dates.Will follow up if no word by second week in June.


Description:
Brought in smoothies to staff of 8. Very nice people. They have a new dentist, who started in April. Left membership info and cards for their staff.


Description:
Researched online and found that the company's name has changed for The Children's Center for the Disabled to The Children's Center.


Description:
Researched online and found that the company had been purchased by Quest Diagnostics in 2014. Changed name from Solstas Lab Partners to Solstas. Updated web address. They have also moved and changed their phone number. Updated the profile page.


 


Company's original name was Triad Laboratory Alliance, LLC dba Spectrum Laboratory Network.


Description:
Researched online and found the street address has changed since we originally brought them onboard.  Updated the profile page and also added their web adress.


Description:
Researched online and company has changed names from Springwood Care Center of Forsyth to Summerstone Health & Rehabilitation Center. Also updated web address and phone number.


Description:
Researched online and company has changed name from The Hearing Clinic to Connect Hearing. Also updated web address.


Description:
Researched online and company has changed names from Thomasville Medical Center to Novant Health Thomasville Medical Center.  Also updated web address.


Description:
Researched online and found that the company has moved. Updated street address and add web address.


Description:
Researched online and company has changed name from Triad Orthopaedics to Novant Health Orthopedics & Sports Medicine - Thomasville.  Updated phone number and added web address.


Description:
Researched online and the company’s name has changed according to their new address: Volvo of the Triad to Volvo Cars Winston-Salem


Description:
Researched only and company has changed name from Walkertown Family Practice to Novant Health Walkertown Family Medicine. Updated web address.


Description:
This is just the WS location.  Corporate Office has separate profile page.


Description:
Researched online and found that company's name changed from Inpatient Physicians of Forsyth to Novant Health Inpatient Care Specialists - Forsyth.


Description:
Researched online and company's name has changed from Piedmont Hematology & Oncology to Novant Health Oncology Specialists. Also added web address.


Description:
Researched online and found that the company had been purchased a few years ag by Amcor.  The name has changed from Alcan Packaging, Inc. to Amcor Specialty Cartons Reidsville. Also updated the web address.


Description:
Researched online and the owner of A.Watts, Inc. (construction company) has switched his business to a realty company, Quest Realty Group.  The www.awatts.com no longer works so I deleted it from the profile page. Quest Realty does not have a web site.


Description:
Researched online and there are multiple locations (suites in the same building), with various names that also have a Director assigned to each. I found 5 locations with the 1500 Pinecroft Rd address and 1 on Centerview Dr. Also in the original paperwork, it included offices in Eden snd Yanceyville. 


 


This suite # (204) has three different location names with three separate Directors and phone numbers.  I've added one and the other two are listed below until further research:


 


Bayada Assistive Care, State Programs of the Triad


Rachel Shue, Director


Ph: 336.627.8900


 


Bayada Adult Nursing


Brian Borchard, Director


Ph: 336.632.9000


Description:
Called Kay Dunn to introduce myself; Janet Culpepper answered and it wasn't a good time, but set up phone call for Tuesday, June 3 at 3pm


Description:
Stopped by and spoke w/Matt Reece today.  Left him some $5 cards.  He mentioned he wanted us to come and speak on financial education.  Emailed him and included Lori Timm the financial learning manager to introduce the two of the along with getting updated contact information.


Description:
Stopped by to say hello to Michelle who was out.  Sent a follow up email that afternoon.


Description:
Researched online and found a news article from 2010 that states Bald Eagle Technologies "combined" with outsourceIT out of La Plata, MD and will continue business as outsourceIT.


 


outsourceIT will keep the MD and NC locations open.


 


Also found that outsourceIT has moved to 615 St. George Ct, #300, WS, NC 27103.  The phone number on the profile page has statyed the same.


Description:
Met Rachel Knight, an instructor at Ego HR at the Winston Under 40 event last night.  She informed me they are moving this weekend(6/1-6/2)to a spot behind the Dessertery further north on Stratford.  Need to stop ny and get new address soon.


Description:
Called main phone number listed and phone number for Dana. Both numbers have been disconnected.  Need to research further to see if this location has closed.


Description:
Researched online and found that web address has changed.  Updated profile page.


Description:
Researched online and this location has closed.  Changed status on profile page.


Description:
Researched online and found that the name has changed from Chair City Family Practice to Novant Health Chair City Family Medicine. Also added their web address.


Description:
Researched online and found that this division has moved down the road to a separate location and changed it's name from Chair City/Medzone to Novant Health Express Care - Thomasville. Also updated web address.


Description:
Researched online and the company has moved from address on profile page. Updated street address and added web address.


Description:
Attended fund raising luncheon at the Forsyth Country Club as invited by Kevin Pichardo who is on the Boar for The Centers for Exceptional Children.


Description:
Completed a member concern form regarding an email reply he sent me describing how unhappy he was.


Description:
Researched online and found that they have moved. Updated profile page.


Description:
Researched online and for that the name has changed from Clemmons Family Practice to Novant Health Clemmons Family Medicine. Also updated web address.


Description:
Researched online and found that company was bought out by North State Technology Solutions (division on North State) in 2011 


 


Changed the status of the company to closed.


Description:
Researched online and name has changed from Davidson Cardiology to Novant Health Cardiology - Thomasville. Also added web address.


Description:
Researched online and found that the name has changed to Wake Forest Baptist Health Podiatry - Thomasville. Added web address.


Description:
Researched online and found that they have a new Adminitrator, Tara Greene. Also added web address.


Description:
Reached out to Christi via LinkedIn to try and meet this Thursday while Hall & I are out in the area.


Description:
Reached out to Stacy via LinkedIn to try and meet Thursday while Hall & I are out.


Description:
Spoke with Lilly again; seems optimistic, she just hasn't had a chance to discuss with Melanie. Call again in two weeks if no word.


Description:
Left a message with Matthew James after John didn't answer another phone call and it rang to a Mr. Dixon's VM. 


 


Matt called back on June 5. John is no longer there and Matt is the right person to go with. They operate in three shifts. 3rd and 1st overlap 6:30am-7:30am and 1st and 2nd overlap at 2:45pm. Wednesdays are best for an on-site, although there isn't a clearly best option. Suggested an on-site on July 17 or 31.


Description:
Emailed follow up with Shannon; she replied requesting that we table this until the fall due to a summer audit that will go through. Replied that is ok but included a PDF of benefits for joining and let her know we could send more $5 cards


Description:
Stopped by and talked with Rachel.  Left her $5 membership cards for the team/families.  Updated the address in SEG MGR.


Description:
Attempting to make contact with Ruffin Price and Joy Todd (new HR reps); updated their info in SEG Manager from Nancy Peterson.


Description:
Saw that profile did not have an ID# so researched further. In the Bus Directory, this business has ID #154 but found in SEG Mgr that this number has been given to James Malton, CPA.  Also found that James Malton, CPA has a second profile page with a different ID# of 328.  More research is needed and will update.


 


Added web address to profile page and updated SEG Rep's email address.


Description:
Researched online (and found in some older activitiy notes) that the name has changed form Dudley Products, Inc to Dudley Beauty Corp, LLC.


 


Web address is correct but our system will not connect to it.


Description:
Researched online and found that company was purchased in 2016 by SHI International Corp and this location was closed.


Description:
Researched online and name has changed from Excel Imaging to Novant Health Imaging Maplewood. Also updated web address.


Description:
Researched online and the company was sold to FSI Office in Charlotte in 2017 and this location was closed.


Description:
Researched online and company's name has changed from Foothills Family Medicine to Hugh Chatham Family Medicine. Added web address.


Description:
Researched online and found name had changed from First Impressions Dental Lab to Triplett Dental Lab and have moved to another location.


Description:
Researched online and updated locaitons and added web address.  The company ownes Golden Corral restaurants in 3 states, NC, SC & FL.


Description:
Researched online and found that they have moved and updated address. Also corrected web address.


Description:
Added web address and added physical address of retail store.


Description:
Hall & I stopped by and met the new HR Coordinator as Stacy was busy.  Got BIZ cards for both and updated SEG MGR.  Will work with Lisa more closely now.


Description:
Researched online and their name has changed from Hoot Medical Practice - Aegis Family Health Center to Novant Health Yadkin Medical Associates. Their phone number also changed. Added web address.


Description:
Attended Wellnes Fair today.  Renee Hall joined me too.  Iintroduced Lori Timm to Brian Stith to set up lunch and learns later this year.


Description:
Previous activity notes that location was visited in 2013 and were told that they were merging with Graphic Visual Solutions and moving to Greensboro.  


 


Researched online and found news article that stated that this did occur.  Changed status to Closed.


Description:
Researched online and company has changed name from Imprints to Imprints Cares. Updated web address.


Description:
Researched online and their name changed in 2013 from Joyce Foods to Joyce Farms. Added web address.


Description:
Researched online and company merged with a company out of Boston, MicroChips Biotech, in July 2018 and their new name is Keratin Biosciences, Inc.  Also updated web address.


Description:
Researched online and reviewed scanned paperwork - Their name isn't King First Baptist Child Development Center. It's First Baptist Child Development Center. Also updated web address.


Description:
Researched online, SEG actvities and scanned paperwork and discovered  that this company's original name was Triad Clinical Laboratory.  LabCorp bought them in 2004 but kept them as a division of the company and eventually chanded the name to LabCorp of America. The location at the address on the profile page has closed.  The current location is 2932 Lyndhurst Ave, WS.


 


Updated information on profile page.


Description:
Sent over a promo flyer for their on-site on June 26


Description:
Updated web address. Our system is blocking access.


Description:
Larry met at a Davie County beforehours. Plant had closed because of a fire in November 2018 but is reopening, interested in looking at opportunities


Description:
Received a lead from Karen Morgan on the company; updated the name upon researching; spoke w/Russ as he is connected with a BIZ Development rep of theirs; associated to the Palldium branch and changed status to prospect.  Will follow up w/Russ soon.


Description:
Researched online, SEG activities and scanned paperwork,  Original company was Lewis & Daggett, Attorneys at Law, P.A. Partnership broke up in 2010 and both attorneys started their own practices. Currently they are Mike Lewis Attorneys and Daggett & Shular, Attorneys at Law. Updated web address for Mike Lewis Attorneys.


 


We don't have a separate profile page for Daggett & Shular and will check with Tracy to see if one needs to be set up.


Description:
Researched online and the company's name has changed from Maplewood Family Practice to Novant Health Family Medicine.  Also added web address.


Description:
Researched online and found that Dr McKinley has retired, the name has changed and the location has moved.  The formerly name was McKinley & Ziel Opthamology Deuke Eye Center of Winston-Salem to Duke Eye Center of Winston-Salem. Updated the information on the profile page and added the web address.


Description:
Researched online and SEG Activities. This company was bought by Novant Health and MDCO was dissolved.  The name was changed from MDCO, P.A. to Novant Health West Forsyth Internal Medicine and Pediatrics. Added web address.


Description:
Researched online to find the relationship betwwen MedCost, LLC and MedCost Benefit Services, LLC.  Benefit Services is a subsidiary of MedCost, LLC.  Added web address.


Description:
Researched online and found that company is a subsidiary of MedCost, LLC (SEG ID#62). Updated web address.


Description:
Researched online and found that the name has changed from Medical Associates of Davie to Novant Health Davie Medical Associates. Updated web address.


Description:
Researched online and name has changed from Medical Associates of Surry to Novant Health Surry Medical Associates. Added web address.


Description:
Researched online and company has changed names from Medical Associates of Wilkes to Novant Health Wilkes Medical Associates. Updated web address.


Description:
Researched online and found news article from 2007 that all Aegis Family Health Centers would be changing their names to Wake Forest University Baptist Medical Center Community Physicians. 


 


Further research states that this location has closed. Changed status on profile page.


Description:
Researched online and found news article from 2007 that the name was changed from Aegis Family Health Center to Wake Forest University Baptist Medical Center Community Physicians. Since that time these locations' names were shortened to Wake Forest Bapatist Health.  This particular location's name is Wake Forest Baptist Health Family Medicine - Foothills. Added web address.


Description:
Researched online and found that the company's name has changed from Mountainview Medical Associates to Novant Health Mountainview Medical. Added web address.


Description:
Researched online and company has closed in 2012.  Changed status to Closed.


Description:
Researched online and found that the company's original name was Bynum & Murphrey, PLLC and then Murphrey, PLLC.  The current name is Everette Murphrey Law Offices.  Could not find a web site.


Description:
Researched online and found that the company changed it's name from Next Connections, Inc to ROI Connections, LLC. Also updated web address.


Description:
Dropped in during call blitz.  She had already left for the day.


Description:
Called and spoke with Ms. Laughlin.  She asked that I call back tomorrow morning first thing.


Description:
I talked with Susanna at the HRMAG meeting.  She said her company isn't interested in becoming a SEG.


Description:
Cold Call at the office.  They said we would need to contact Chad Cooke who's their Practice Administrator.


Description:
Called and spoke with Chad.  He asked that I email him the information to become a SEG.  I also invited him to our GMA After Hours Event.


Description:
Researched online and found news article about Oracle Flexible Packaging, Inc being acquired by Tekni-Plex's division Tri-Seal June 2018. Added web address.


Description:
Researched charter, scanned pprwrk and online and found that we had the company's name listed in the charter and SEG Mgr as Pediatric Dentistry. The listed name on the pprwrk is Tina S. Merhoff, DDS, PA.  The current name of the company is Tina S. Merhoff & Associates Pediatric Dentistry.


Description:
Researched online and found a news article dated 1/24/13 that the company had closed it's last NC facility located in Salisbury.


 


Changed status to Closed.


Description:
Researched online and there are at least 3 other companies that use the Phoenix Packaging names.  Looked at their web sites and none list the location.  Searched name in Manta and found the web site that's now in the profile page.


Description:
Researched online and they changed their name in 2012 from Piedmont Bible College to Piedmonth International University.


Description:
Researched online & scanned paperwork and this company appears to no longer be a part of Southeastern Orthopedic Specialists. All info online shows that they are a part of Cone Health Medical Group.  Updated profile page and web address.


Description:
Researched online and found that they have changed their name from Pilot Mountain Family Medicine to Novant Health Pilot Mountain Medical Care. Added web address.


Description:
Researched online and found that the company has been bought out and moved to Kernersville and changed the name from Postmark, Inc. to Salem One.


Description:
Researced online and can find no information on Pulse International Community Association, Inc or any combination of the name.  Called phone number and it has been disconnected.  


 


Changed status to Closed.


Description:
Researched online and found that they have changed their name from Quadland, Shehan & Smith PA to Smith & Shehan Oral & Maxillofacial Surgery. 


 


Their original name was Drs Loflin, Quadland, Shehan & Smith, PA.


Description:
Researched company online and found that this firm was bought out by Barbara and Alex Mann in 2006 and they kept the name.  They transferred the ownership to their sons in 2017 - Brian (CEO), Mark (COO) and Josh (VP of Finance).


 


The address and web site have been updated.


Description:
Researched online and found that the company has changed names from Salem Family Practice to Novant Health Salem Family Medicine. Also updated web address.


Description:
Researched online and their name has changed from Salem Optical to Salem Optical Outlet. Updated web address.


Description:
Researched online and updated Executive Director, Financial Manager and web address.


Description:
Stopped by the office as part of the Davie County call blitz.  Met Dawn in HR.  Sent follow up email and invited her/Barbara to lunch.


Description:
Stopped by and spoke with John at the front desk as Phil wasn't there.  John will be visiting the branch to speak with Michael about accounts for the Masonic Lodge that he is the new tresaurer for in Mocksville.  Sent email to Phil and Greg Keoleian to try and set an appointment.


Description:
Researched online and they moved all of their admin and production from Sante Fe (closed all offices) to Oxford, NC.  They have 2 locations in Oxford. Called company to see which one was their administrative location. Updated profile page.


Description:
According to Terry's notes on 6/17, Mike Drye (President) is no longer on the board. His email address may still be mdrye@triad.rr.com.


Description:
Stopped by as a part of the Davie County call blitz as a lead for Greg Keoleian. Got Thomas's card, said to reach out to him via phone or email to schedule an appointment


Description:
Davie County call blitz; Napoleon & I stopped by; got email address and followed up as Karen was in a meeting


Description:
Stopped by during Davie County call blitz. Gray sent message with Tawana that they don't have any needs at this time.


Description:
Spoke to Janet during Davie County call blitz. On-site good for later in the year, Russ to follow up and take over since they are in Davie County.


Description:
Swung by with Connie Shoaf during Davie County call blitz to check in, discuss lifestyle lending partnership.


Description:
Stopped by as a part of the Davie County call blitz with Tori and Connie. Richard Brodeur is no longer there, need to speak with Jessica. Didn't get a card.


Description:
Stopped by with Connie and Tori during Davie County blitz. They need more $5 cards and membership packets, as well as possibly scheduling an on-site for the office staff (bring by a couple of smoothies); keep tabs with them on if they get over 50 people, because they could qualify for payroll through Wendy Staz.


 


Guys are generally all over the place, so a traditional on-site doesn't make a ton of sense.


Description:
Tried to pop in during the Davie County call blitz and whole place is under construction. Bobbi Jo generally keeps home office hours, need to schedule an appointment


Description:
Stopped in during Davie County call blitz and Jerrica wants to become a SEG. Sent paperwork on 6.18 and followed up 6.20.


Description:
Stopped by during Davie County call blitz with Connie Shoaf. Left $5 cards, but a traditional on-site doesn't make a ton of sense because they are often spread all over the place.


Description:
Stopped by during Davie County call blitz; received Bill's card and told to give him a call to discuss an appointment


Description:
Stopped by during Davie County call blitz. Updated employees to include 10 sub contractors and 15 temps. Interested in an on-site soon.


Description:
Stopped by during Davie County call blitz, Matt Settlemeyer wants to schedule a meeting.


Description:
Stopped by during Davie County call blitz. Spoke with Glenda and got George Webb contact info; interest shown in lifestyle loan.


Description:
Stopped by during Davie Coutny call blitz. Spoke with Nathen Varner and he said to call after the 4th of July


Description:
Stopped by during Davie County call blitz and they have been bought by Lear in Michigan. Received information for Carol (ccarol@lear.com) to discuss options. They are in Michigan.


Description:
Had a meeting with Wendy Staz and Hall Roberts to discuss payroll possibilities. They are growing quickly and need the payroll because they are still manually depositing payroll checks weekly into six separate banks. Interested very much in becoming a SEG and a possibility for some loans, as well. Send SEG paperwork on June 20.


Description:
Researched online and could find no information on company.  Phone has been disconnected.


 


Changed status to Closed.


Description:
Researched online and could find no information on company and the phone has been disconnected.


 


Changed status to Closed.


Description:
Researched online and this location has closed.


 


Changed status to Closed.


Description:
Researched online and this company has closed.


 


Changed status to Closed.


Description:
Researched online and previous SEG activities and found that the company has closed all NC locations.


 


Changed status to Closed.


Description:
Found information in sister company's SEG activities and found that the company has closed all NC locations.


 


Changed status to Closed.


Description:
Read previous activities. Changed status to Closed.


Description:
Could not fimd any information on this company in scanned files or Business Partner Directory.


 


Changed status to Closed.


Description:
Can locate no active information on company. Came on board as a subsidiary of Reynolds American.


 


Changed status to Closed.


Description:
This company has been coded as In-Active but should have been coded as Lost.


 


Changed status to Lost.


Description:
Researched online and found that the company's name has changed from Winston-Salem Womencare, PA to Novant Health WomanCare. Also updated web address.


Description:
Researched charter, scanned SEG pprwrk and BP Directory and found that the company originally came on board through the Carolina Medicredit CU merger and their orginial name was Partners National Health Plan of NC. They were sold to Blue Cross/Blue Shield in 2002 but the company kept their operating name as Partners National Health Plan.


Description:
Could locate no information in charter, scanned pprwrk, activities or BP Directory on this company.


 


Changed status to Closed.


Description:
Could locate no active history , address contacts or other info on company.  Changed status to Closed.


Description:
City of King held benefits fair in May 2019, in which ABS participated to promote HSAs. Target inclusion in 2020, follow up in March with ABS.


Description:
Part of the Carolina MediCredit Credit Union merger.  Researched online and found that the company's name has changed from Advance Chiropractic Clinic to Advance Chiropractic and Health Center. Also updated web address.


Description:
Talked with Kim we have tentative date for onsite and sent the paperwork to become a SEG.


Description:
Sent follow up email. Jason is out of the office until July 2nd


Description:
Contacted by phone she won the HRMAG drawing. Shared information about Allegacy as well.


Description:
Dropped off gift. Discussed the email I sent her about becoming a SEG.


Description:
She sent me the informaiton for them to become a SEG.


Description:
Schedule to present at their employee meeting June 26th. We have 65 employees. We have one person with a NUT allergy.


Description:
Chris Snider is is no longer with the company, if you require assistance with recruiting please contact Becky Hartless at Becky.Hartless@ascopower.com or 336-731-5039. For all other inquiries, please contact Deborah Lomax at Deborah.Lomax@ascopower.com or 336-731-5081.


Description:
Following June 20 SEG approval by board, sent welcome note to Norm


Description:
Researched online and found that the company consolidated the majority of their NC locations in 2013 to a Greensboro/High Point location.  Updated the address & phone on profile page.  At this time, they still had a few employees at the WS location and I noted this address in the Key Information section on profile page.


 


Headquarters are located in Kentucky.


Description:
Researched online and found information that the company had closed.  Called phone number listed and it has been disconnected.  Changed status on profile to Closed.


Description:
Following introduction in March to Ben with Larry and Hall, included Cooke as a stop in payroll blitz on June 19. Ben was not present, had just had an appendectomy.


Description:
Researched online and reviewed previous activities.  This company has closed.  Changed status on profile page to Closed.


Description:
Researched online and could find no information that the company was open.  Found a local newspaper article from 2013 that said the company had closed.  Changed status on profile page to Closed.


Description:
Took Jim to lunch and got the name of the new HR rep; found out that PAYCOR handle spayroll as of today also


Description:
Went on payroll blitz on June 19 with Hall Roberts and Wendy Staz. Randy was very nice and hearing us out, but didn't seem to understand that it wouldn't have to mean they severe relationship with Surrey Bank & Trust. Hall to speak with Renae.


Description:
F/U call with Anna.  She said she work look over email and touch base with me before the end of next week.


Description:
Researched charter and online.  According to the charter, only the employees at the Greensboro location are eligible to join. Updated Branch, phone and address on profile page.


 


The company is based out of Rocky Mount, NC.


Description:
Researched online after web address didn't work.  The Huntersville Herald is now the Huntersville Citizen and they are a part of Lake Norman Publications. I also found that they have moved.  Updated information on profile page.


Description:
Researched online and reveiwed activities.  Novant sold this facility to Liberty Healthcare & Rehabilitation in 2012.  Changing status on the profile page to In-Active.


Description:
Researched online and found that company had been sold to SFW Marketing (Greensboro) in 2017 and closed this office.


 


Changed status to closed on profile page.


Description:
Set up meeting with Greg Keolian to discuss financing Dr. Amy Li's new Oak Ridge dental office


Description:
Researched online and our files. Updated former names, date active and web address.


Description:
Call Blitz (Larry, Russ, Wendy, Fred)- Spoke with Lisa and provided a business card for Michelle Goodson. She is interested in setting up an onsite in the near future.


Description:
Call Blitz (LWFR)- Spoke to Kim Oliver. They are a Benefits Client and they have a May renewal. Looking to schedule an onsite.


Description:
Call Blitz (JGM)- Spoke with Joe who has been working with the company for 23 years. Gene Yates (Owner) was out of town on a motorcycle trip from west coast to North Dakota.


Description:
Call Blitz (LWFR)- Spoke to Deanna Hooker and Wendy will follow up to coordinate a visit with KSS and myself to speak to her employees. Open to meeting for coffee at the end of September.


Description:
Call Blitz (LWFR) - Spoke with Carol Stroupe about following up with onsite visits. Will follow up week of 8/19


Description:
Call Blitz (LWFR)- Gail was out on vacation but look to follow up week of 8/5 to schedule an onsite.


Description:
Stopped by with Larry and spoke to Allison about the potential of partnering with Well Q. She was uninterested about the clinic. Will follow up week of 8/19 to request an onsite.


Description:
Call Blitz JMG- Spoke to the front receptionist and she referred me to the office manager. I will be reaching out the week of 8/12. Found the contact fofr the executive director via the website for the company.


Description:
Collaborated with ABS on their benefit enrollment meeting. Translated for those who didn’t speak english. Spoke with Denise about coming onsite to speak to her employees about the credit union benefit.


Description:
Researched online and in SEG activities and found that the company merged with Womble Carlyle in 2007 and changed their name.  The former name was FirmLogic Limited Partnership. The current name is Womble Bond Dickinson. Their web address, address and phone number have changed. Updated their profile page.


Description:
Researched online and found that the company has closed.  Changed status to Closed on profile page.


Description:
Researched online and found that the company has closed. Changed status on Profile page.


Description:
Researched online and past activities that the name had changed from Entertainment Labor Services to Entertainment Payroll Services in 2009. They have also moved from WS to Clemmons. Web site only lists a PO Box, no street address.


 


Updated name, web address, PO Box and phone number.


Description:
Researched and this company was never a SEG. Because I can't find any dates on the company, I'm assuming at some point team was told to add ID number as a placeholder.


 


Changed status to Delete on profile page.


Description:
Did on-site visit on July 9 with Jon Rivera, Brought in sno-cones.


Bring a sign for the sno-cone cart that mentions they are from Allegacy


Description:
Did on-site visits on July 10 and 11 in Mocksville with smoothies. The larger facility has about 140 employees while the smaller one has about 60. Rhonda Brown set up the on-site with the women from Sam's Club, but she has been out for about a month with family issues (unclear exactly what they are). Todd Parsons was very helpful and could be a future contact for the location. Contact info is in the information section below. It's unclear if Todd is there permanently or just filling in for Rhonda's absence.


 


(todd.parsons@irco.com) (704) 490-6920


Description:
Researched online and found that the company was bought out in June 2018. Their former name was Advanced Technology Sales and Service (ATS) and their current name is Amada America, Inc.


 


Updated name and web address.


Description:
Jon sends email to Janet introducing her to Russ


Description:
There is no information on the profile, activities or other pages for this company. Can find no information online about company.  


 


Changed status to closed.


Description:
I can find no information in our files or activities about this page. It has no mbrs, deposits or loans.


 


Changed status to Closed.


Description:
Could not locate any information that indicates why this company's name - Walt Klein & Associates - was changed to Klein Employees on the profile page.  I changed it back to the original name.


Description:
Companiy is closed. Changed status to closed.


Description:
Greg Keoleian and I visited w/Dr. Barabe and Amy Li who is in the process of buying the business and setting up her own accounts while trying to build a 2nd location.  Referred her to Mavis Amokao for BIZ account


Description:
Attended on-site with Greg Keoliean. Brought Chick-fil-A and did brief presentation.


Description:
Attended on-site at Hayco with Hall Roberts popping in. Brought smoothies.


Description:
Attended on-site event with smoothies. Good interest with one new member.


Description:
Attended on-site with smoothies. Have employees in two locations.


Description:
Stopped by during King mini-blitz and left SEG information. She said that they are satisfied with BB&T and don't want to move any accounts. I told her we wouldn't need to move their business accounts, but she was still uninterested.


Description:
Stopped by during mini-call blitz to introduce myself. Lisa Holman no longer with the company. Heather Bowen has taken over benefits.


Description:
Stopped by during mini-call blitz in King. Spoke with Jeff Johnson and he gave me Rena's contact info. Said they were fed up with Capital and that it was a good time to reach out. He is interested personally in an account.


Description:
Went with Larry for a meeting with Ric. Open to an on-site, first or second week of August. Would look at all three shifts, serving between 1st and 3rd (7am) and 1st and 2nd (3pm). Would serve about 18 in each.


Description:
Researched online and the name has changed from Thomasville Medical Associates to Novant Health Thomasville Medical Associates.


 


Updated name and web address on profile.


Description:
Researched online and found the company's name has changed from Today's Woman Health and Wellness to Novent Health Today's Woman OB/GYN.


 


Updated name and web address.


Description:
Researched online and the company was bought out and the name has changed from Triad Neurological Associates to Wake Forest Baptist Health Neurology - Triad.


 


Updated name and web site.


Description:
Researched online for web address. Found that the president is now Andy Brown.  Updated profile page.


Description:
Researched online and found that the company was bought by Novant Health and the name has changed from Valaoras & Lewis to Novant Health Valaoras & Lewis OB/GYN.


 


Updated name and and web address on profile page.


Description:
Researched online and found that the company has closed.


 


Changed status on profile page to closed.


Description:
Researched online and found that the name had changed from Winston-Salem Health Care to Novant Health Winston-Salem Health Care. The address has also changed to 250 Charlois Blvd, WS, NC 27103. Added phone number.


Description:
Saw that the company name on the profile was different than the web address.  Researched online and found that the name is correct and that they were formerly First Assembley of God, Inc.  Updated web address.


 


Also read on their web site that they have closed the school.


Description:
Researched online and found the correct web address.  The original company name was Kobe Copper Products, Inc and then was bought by Wieland and was changed to Kobe Wieland Copper Products, LLC (The name that was changed in our charter was Kobe Wieland Cooper Products, LLC).


 


Our system will not open up the web site.


Description:
Researched online and found that the company has changed names from Yadkin Medical Associates to Novant Health Yadkin Medical Associates. Updated profile page.


Description:
Completed on-sites with smoothies for their 8 locations:


July 16 - Hillsville, VA - prep for 17


July 17 - Elkin, NC and Yadkinville, NC - prep for 22/32


July 18 - Mt Airy, NC - prep for 70


July 25 - Martinsville, VA and Stuart, VA - prep for 25/19


July 30 - Pilot Mountain, NC - prep for 17


August 22 - Woltz Hospice Home - prep for 30


Description:
Dropped off 20 new member packets. They are currently a little over 400 employees.


Description:
Stopped by Town of Mocksville to visit Matt Settlemeyer with Larry Cozza


Description:
After Russ and I stopped by the day before, they scheduled a meeting for Thursday. New HR Specialist is Brenda Chandler (Melanie left). They are interested in joining and rolling out by end of the month. Would bring in both the Mocksville and Asheboro plants.


Description:
Followed up on June call blitz pop-in with Larry; info we had left was still sitting up front. Nathan Varner took the call and said they were interested, a month after he had said to reach out after July 4. Research suggests they already partner with Members CU.


Description:
I was invited to participate in their Wellness fair that included: YMCA, First Bank, and Well Q. Me and Larry spoke for Allegacy and Well Q. KSS could not be involved because of scheduling conflicts.


Description:
Researched online and could not find that this company is still open.  After reading through the Activities, this company closed in 2011 and the owner of the building leased the space to another therapist.  In 2017, we spoke to the rep from the company now leasing the space, BreakThrough Physical Therapy and found that they are no longer in that orginal space of Austin Caputo and are not interested in becoming a SEG.


 


Changed the status to closed.


Description:
Updated name, address and website to new name, outsource IT Corp.


Description:
Researched company online and found information when TCI Logistics, Inc. (original company name) was sold to Celadon Trucking (2015).  There is no info in the Activities that discusses the name change.


 


Updated full name and added web site.


Description:
Researched online and found that the company (Foamex) had merged with another one and started a new company, FXI.  Changed name and updated web address.


Description:
Researched online and found that the company lists a PO Box in Lewisville as their mailing address but the only street address I could find in other online information was for the original one in WS that we have on the profile.  Also, their phone number has changed.


Description:
Attended two on-sites today, a morning breakfast from 7-8:15 with Larry Cozza and an afternoon lunch from 2:30-4 with Jennifer from King. Two on-sites captured all three shifts. Signed up one member but had a number of other good conversations that should lead to more. 


 


Brought Chick-fil-A and Jimmy John's. Planned for 40 in the morning and 50 in the afternoon.


Description:
At some point in the past, a decision was made to assign the underserved communities and associations with already assigned ID #s starting with #1. I can only assume that this number was assigned to Mecklenburg Community Church and switched at some point in Miser and the Business Partner Directory to Mecklenburg Community Underserved. 


 


As I've cleaned up the database, I found this profile with the name of Mecklenburg Community Church with the status of lost.  I renamed it Mecklenburg County Underserved and changed the status to Active.


 


I can't find anywhere that the church was a SEG at any time.


Description:
Stopped by to find out who's their contact person. Fran Sembert is the Practice Administrator but she wasn't available.


Description:
Called to speak to Fran, She stated now wasn't a good time getting ready for employee Christmas party. She asked that I touch base with her next weeki.


Description:
I had a meeting scheduled with Fran but had to reschedule due to weather.


Description:
Met with Fran. They're not currently with a CU. She'll need to talk with the doctors before she can move ahead. I will touch base in a couple of weeks after their meeting.


Description:
I sent Fran an email to see how the meeting went. She said that they agreed to becoming a select employee group. I sent her the information.


Description:
Lunch and learn scheduled for April 10th.


Description:
Provided lunch for their employees. 2 new members.


Description:
One of her employees contacted me about moving all of their accounts from Wells. She has an appt with Pam this Friday.


Description:
From April 2015 to this date multiple monthly marketing emails and quarterly poster mailings were sent to contact.


Description:
Providing a healthy snack for employees on 4/7 from 10-11. Plan on 45 emps.


Description:
From March 2016 through this date, multple monthly marketing emails, invitations to various events and poster mailings were sent to contact.


Description:
Call Blitz (LWFR)- Spoke with the Daughter of Owners Tom and Kathy Gleason about the potential to be a SEG. Wendy will follow up.


Description:
Reached out to Sue White to discuss on-site. She will check in with the staff; most are already members, to which I said we would still be happy to come out as a thank you and to answer any questions about their account.


Description:
Kevin and Thomas attended health fair


How many employees?


• Employee #: 178


• % Male: 17


• % Female: 83


   


 When is the health fair?


• Date: Wednesday, February 8, 2017


• Time: 11:00am - 2:00pm


 


 Where is the health fair?


• Location: 2540 Empire Drive, Winston-Salem, NC, United States


Description:
Tori & Larry 


When is the health fair?


Date: Thursday, March 15, 2018


Time: 10:00am - 2:30pm


 


Where is the health fair?


Location: 2540 Empire Drive, Winston-Salem, NC, USA


Description:
Made a connection with Rena and she ultimately determined that they weren't going to be switching banks and the SEG piece is more of Jeff Hamilton (owner) decision. Spoke with Jeff to follow up and it didn't seem he was entirely sure what I was talking about. Said to follow up in the new year, very busy right now. Try to send an easy follow up email.


Description:
Spoke with Colleen about a potential on-site. The issue with doing one is that during office hours, the focus is on the kids, so the Allegacy staff don't get any attention. They do their staff meetings at 6:30pm every other month, so I offered dinner. She doesn't want to waste our time, but will talk to staff and see if there is interest. Call in a week.


Description:
Jennifer King is no longer with the company, if you need assistance please contact Carrie Williams at Carrie.Williams@emsbilling.com


Description:
Call Blitz (JGM)- Spoke with the receptionist about setting up a lunch meeting with the owner. Thomas will not be back in town until August 23rd. He is on a trip to Greece. Will follow up with him the week of 8/26.


Description:
Call Blitz (JGM) - Spoke with Pat for about 30 minutes. The company currently banks with American National Bank. Very loyal to Trent Wall (rep) for ANB. Possible Business deposits as well as a possible SEG.


Description:
Call Blitz (JGM)- Spoke with John Blanton about becoming a SEG as well as possibly moving his account over to Allegacy. Currently affiliated with Truliant.


Description:
Call Blitz( JGM)- Spoke with Doug about becoming a possible SEG. They have bought the land next door so they are looking to build a commerical office. Currently works with First Citizens Leasing - Todd Ferguson is rep.


Description:
Call Blitz (JGM)- Spoke with Steve at the welcoming desk. Toby is usually at the office. Will follow up the week of 8/12


Description:
Spoke with Sue and she said to touch base third week of September. "This is our busiest time"


Description:
Katrina Gooch is no longer with the company


Description:
Had lunch with Joanna and Holly.  They have HSAs with Bank of Oak Ridge.  They're not happy with them.  They are interested in partnering with us.  Asked that I s3end them the paperwork today.


Description:
According to their web site, they have moved to 4182 Clemmons Rd, PMB 356, Clemmons, NC 27012. Their phone number is the same but the fax number changed. Updated the profile page.


Description:
Received returned mail that this practice is no longer at this location.


Description:
Took KSS to office today to try and introduce her to the team.  Sent follow up email to try and set an appontment as niether rep was there today.


Description:
Received returned mail from company. Researched online and found that merged with Catalyst Biosciences in May 2015 and closed the WS location.


 


Changed status to Closed.


Description:
Researched online and found that they have changed names from Tarheel Tobacco to Stadium Tobacco & Vape. The phone number has also changed.  Updated profile page.


Description:
Spoke with Heather about Allegacy benefit. She is brand new to the team and catching up on all the benefits, elements of the job. Most employees have been there 10 years, with the exception of her. Sent SEG intro information and will follow up in a week to discuss possible on-site.


Description:
Met with Amy & Sunny to schedule all 6 of the initial onsite visits; spoke about our HAS accounts versus their current BOA accounts.  We may get all 75 employees as they handle the HAS's for the employees.  Scheduled 6 visits the week of 9/9/19-9/13/19


Description:
Researched online and found that they agreed to become a part of the Rapids adidas Alliance and they changed their name from North Meck Soccer Club to Carolina Rapids. Also found an address and web site change. Updated profile page.


Description:
The name of the association was changed in April 2013 from North Meck Soccer Club Association to Carolina Rapids Association. Updated profile.


Description:
Researched online and found that the company has moved. Updated their address and web site.


Description:
Researched company and found that in May 2016 Wake Forest Baptist Health bought Cornerstone Healthcare.. This location was the administrative headquarters and was closed.  Changed the status on profile page to closed.


Description:
Received returned mail that the address in SEG Mgr is incorrect.  Researched online and found that the correct address is 1922 S. Martin Luther King, Jr Dr, WS 27107.  Updated profile page.


Description:
Delivered the packets to Cindy as she was speaking to her operations manager. She was very appreciative and I let her know to reach out to me with any questions or concerns.


Description:
Received returned mail.  Researched online and found that we had an incorrect PO Box and street address in SEG Mgr.  Updated info on Profile page.


Description:
Researched online and the company's name has changed from Elms at Tanglewood to Trinity Elms. Updated profile page.


Description:
Received returned mail and researched online to fine correct address.  Could not find any information that showed the company is still open. Called phone number listed on profile page and it has been disconnected.  Changed the status to closed on profile page.


Description:
Received returned mail and researched company online and activities in SEG Manager. This location was sold by the original owners who we have the affiliation.  The hotel is still in operation but attempts to contact the new owner for affiliation have been unsuccessful. Changed status to In-Active on profile page.


Description:
Researched online and the company has moved. Updated the address on profile page.


Description:
Received returned mail and researched address online.  Company has moved and also found HR Manager's contact information. Updated profile page.


Description:
LM for Daniela Melendez


 


Locations


Bethany Medical at Lindsay Street


507 Lindsay Street


High Point, NC 27262 


 


Ph: (336) 883-0029 


Fax: (336) 883-0867


Bethany Medical at Skeet Club Road


1580 Skeet Club Rd


High Point, NC 27265 


 


Ph: (336) 883-0029 


Fax: (336) 883-0867


 


Bethany Dermatology - 3605 Peters Court, High Point


Bethany Cardiology - 3610 Peters Court, High Point


Dr. Mark Arvind & Dr. Priya Paruchuri - 3604 Peters Court, High Point


Bethany Medical at Battleground


3402 Battleground Avenue


Greensboro, NC 27410


 


Ph: (336) 883-0029


Fax: (336) 883-0867


Bethany Medical & Pain Clinic


160 Kimel Forest Drive


Winston-Salem, NC 27103


Suite 100


 


Ph: (336) 883-0029


Fax: (336) 883-0867


 


Bethany Medical at North Wilkesboro


924 Main Street


Suite 300


North Wilkesboro, NC 28659


 


Ph:  (336) 990-0595


Fax: (336) 883-0867


 


Bethany Medical at West Market


3801 West Market Street


Greensboro, NC 27407


 


Ph: (336) 883-0029


Fax: (336) 883-0867


 


Bethany Medical at Mt. Airy


1908 Caudle Drive


Mt. Airy, NC 27030


 


Ph: (336) 883-0029


Fax: (336) 883-0867


 


Bethany Medical at Guilford College Road


410 College Road


Greensboro, NC 27410


 


Ph: (336) 883-0029


Fax: (336) 883-0867


Description:
Received returned mail and researched online for address. Did find that they have moved and updated the profile page.


Description:
Spoke to the team at their training seminar for new curriculum.


Description:
We have the wrong city on profile. Changed it from High Point to Greensboro.


Description:
Researched online and Activities and found that company merged with IMG Worldwide in 2010 and changed their name from ISP - International Sports Properties, Inc to IMG College.


Description:
Met w/Melissa Hooker, James Etringer oof WFU along with Hall Roberts, Keenia & Chad from Benefits Solutions.


Description:
Researched online and found that the company's name had changed from Winston Salem Cardiology Associates to Novant Health Cardiology - Winston-Salem. Also updated web site.


Description:
Researched online and found that the name had changed from Premier Medical Associates to Novant Health Premier Medical Associates.  Also updated web address.


Description:
This facilty has been closed, the phone numbers we have in the system are no longer in service. Changed the status to Closed.


 


 


Researched futher online and found that the company merged with AT&T in 2007 and they changed their name from BellSouth Telecommunications name to AT&T North Carolina.


Description:
Name has changed from Forsyth Endocrine Consultants to Novant Health Forsyth Endocrine Consultants.


Description:
Researched online and found that company's name had changed from Blue Ridge Healthcare to Carolinas HealthCare System Blue Ridge in May 2014. This also includes the another hospital that is under the name Carolinas HealthCare System Blue Ridge - Valdese.


 


Found a news item on their website dated 2/2018 that Carolinas HealthCare System had changed it's name to Atrium Health but the 2 locations above will keep the name change from 2014.


Description:
Researched online and found that Dermatolgy Solutions Group, LLC sold their TN offices and are concentrating on FL, GA, AL & MS. Changed the status to closed.


Description:
Researched online and read through the SEG activities and found that they had been bought out by OrthoCarolina and their name had changed from Orthopedic Specialists to OrthoCarolina - Winston-Salem. Also updated web address.


Description:
Attended on-site with Larry Cozza. Brought Jimmy John's. Good conversations and engaged audience in the breakroom.


Description:
Emailed Dr. Strickland to let her know Palladium is open and copied Derek


Description:
We have a total of 620 employees, 445 hourly, 115 salaried and 60 temps in addition to a guard on each a shift and 2 cleaners on the day shift.


 


1st shift – 521


2nd shift – 45


3rd shift - 54


Description:
Good morning Kendra,


 


I hope you enjoyed your Thanksgiving!  It was great seeing you and your company at the GAP event last week! 


 


I would like to welcome LC America to the Allegacy Family!  You and your employees now qualify to become members of Allegacy because of your select employer group status.  I would love to schedule some time either in December or after the first of the year to provide breakfast or lunch for your staff to share this great news!  Let me know what would work best for you.


 


I look forward to helping you and your staff!  


 


Bests,


 


Tori


Description:
Thank you Tori, 


 


We are hoping to schedule something before we leave for Christmas break…possibly next week.  The Operations Manager is still working on the schedule, but I should know something by Friday!  


LC America, Inc. will be closed the week of Christmas from Monday, December 24, 2018 - Tuesday, January 1, 2019.  We will re-open Wednesday, January 2, 2019.  at 8am. Additionally, I will be on vacation Friday, December 21, 2018.     


Best,


Kendra


Kendra Royster


Administrative Manager


kendra.royster@lcamerica.com


Description:
Our teams will be working on two shifts next week 1st (6am - 2pm) and 2nd (2pm - 10pm).  I believe that scheduling a timeframe from 1:30pm - 2:30pm would be reasonable.  Second shift employees that are interested will need to come in early at 1:30pm and first shift employees that are interested will need to stay after their shift.  Let me know your thoughts.  New Wednesday or Friday work best.  If not, we can look at the following week.


Description:
sent email invite to our GMA After Hours Event


Description:
Hi Tori!


 


My most sincere apologies!  I have been completely swamped.  I started a “draft” email to respond to you and never finished…  I would like to hear more about your bank and the services it could provide to our employees.  I have some lunch availability next Wednesday, October 31 and Thursday, November 1.  Following that it would be two weeks.  Please let me know.


 


PS - I really love my Tervis cup!  I have always wanted one...


Description:
Scheduled on-site in the Mount Airy location through Brittany Buckley for August 29 at 2pm. 60 employees, but need to plan for 30 since they do shift work. Main contact at the Mt Airy location is Penny Haynes.


Description:
Hi Joanna,


 


It was great seeing you at the Fellows event earlier this week!  I’m glad things are going well for you at Brady.  I wanted to touch base and see if you and Holly are available to meet for lunch.  I have the following dates available.  Let me know which date will work for best for you and Holly.


 


Wednesday, June 25th


Friday, June 28th 


Tuesday, July 2nd


Wednesday, July 10th


 


I look forward to catching up!


 


Tori


Description:
So sorry I’m just getting back to you!


 


Let’s plan lunch for the week of July 29th if that works for you? I know that’s crazy late, but our schedules are nuts!


 


It was great seeing you!


Description:
Stopped by to try to get an on-site. Denise wasn't able to chat, so I left a stack of $5 cards


Description:
Spoke with Larry Cozza and the history of this company is that we are not allowed into the facility, so we typically just provide new hire packets. Stopped by the facility and confirmed that Curtis Thornton is the guy to speak with. Left card and they said to stop by next week.


 


They do have their own credit union (Turbine Component Parts Credit Union), although it is extremely small.


Description:
Emailed introduction to try to get a meeting to discuss SEG partnership


Description:
Spoke with Lilly Martinez and she said I needed to confirm with Brenda Chandler. She goes back and forth between Asheboro and Mocksville. Her Mocksville extension is x5104 and Asheboro is x3032


Description:
Researched online and reviewed Activities and found that the company has closed.  Changed status to Closed.


Description:
Researched online and found that the company was bought out by Merchants Foodservice and this location was closed.


 


Changed status to Closed.


Description:
Received returned mail.  Researched online and found that their contract with RJR ended in 2010. I found a different WS address and updated profile page.


Description:
Reached out to Darin about an on-site; he responded that Carey Hubbard was the correct person to schedule that with, as he is the site manager.


Description:
Met Andy at Starbucks on Jonestown on his way back to Mt. Airy.  He is very interested in the SEG piece despite not using our Benefits team for health insurance.  He is reviewing how our footprint and theirs match up.  Made tentative plans to join them at a benefits review meeting to present to the Management team on their non health insurance team benefits.


Description:
Attended on-site with Jon Rivera. Brought ice cream for the staff. Tried to do 1pm - 2pm to capture shift change and it just didn't really work. Need to do two separate on-sites during lunch.


Description:
Called and spoke to Curtis on the phone. Caught him off guard and asked to schedule a time to chat. Said to reach out next month.


Description:
Morning onsite from 5:30am-6:30am.  


4 doz muffins and 2 containers of cinnamon rolls (only needed one)


Afternoon onsite 2pm-4pm


200 smoothies


Description:
Researched online and this company has closed. Changed status on profile page to Closed.


Description:
Received returned mail and researched company online.  Found that they have moved and have their own web site. Updated information on profile page.


Description:
Researched online and the company has closed. Changed status on profile page to Closed.


Description:
Researched online and they no longer have offices in Greensboro or Winston-Salem. Changed the status to Closed on profile page.


Description:
Researched online and the business has closed. Changed status to Closed on profile page.


Description:
Researched online and this company has closed. Changed status to Closed on profile page.


Description:
Read over activities and researched online. This company was bought out and is under the new owner's name, that is not a SEG and not interested in becoming one. Changed status to Closed on profile page.


Description:
Reviewed previous activities and found that owner only became a SEG for payroll services and has no interest in employee membership or other Allegacy services.


Description:
Reviewed previous activities and researched online. Company has closed. Changed status to Closed on profile page.


Description:
Reviewed previous activities and researched online. The company has closed and changed the status to Closed on profile page.


Description:
Researched online and the company was sold to CBIZ June 2016. Changed status to Closed on profile page.


Description:
Researched online and could not find any current information on company. Changed the status on profile page to Closed.


Description:
Researched online and this location has closed. Changed status on profile page to Closed.


Description:
Researched online and this practice was bought out by WFBH and this location was closed.


Description:
Reviewed previous SEG activities and researched online. This company has closed, Changed status to Closed on profile page.


Description:
Researched online and reviewed previous activities. This company was sold to Carolinas Net Care. Changed the status to Closed on profile page.


Description:
Researched online and reviewed previous activities. Found news article that says the plant closed in 2009.


Description:
Researched online and found that company merged into Dewey Ballantine in 2007 which filed for bankruptcy and closed in 2012. Changed status on profile page to Closed.


Description:
Researched online and reviewed previous activities. This location has closed. Changed status on profile page to Closed.


Description:
Researched online and previous activities. Company has closed. Changed status on profile page to Closed.


Description:
Researched online and reviewed previous activities. Company has closed. Changed stats on profile page to Closed.


Description:
Reviewed previous activities and changed to status on profile page to Closed.


Description:
Researched online and found that the company has closed. Changed status on profile page to Closed.


Description:
Reviewed previous activities. This location has closed and changed status on profile page to closed.


Description:
Removed Sherry Allen's contact information; working to determine new practice manager


Description:
Researched online and found news articles that the club closed in 2017. Changed status on profile page to Closed.


Description:
Researched online and this location has closed. Changed the status on the profile page to Closed.


Description:
Researched online and this company has closed. Changed the status on the profile page to Closed.


Description:
Researched online and reviewed info in SEG Mgr. This company has closed. Changed status on profile page to closed.


Description:
Reviewed previous activities that states company has closed. Changed status to closed.


Description:
I have been collaborating with Laurie Jamison on bringing this company as a SEG. We will be meeting with Mike the CEO next Tuesday to discuss.


Description:
Did follow up on-site with Larry Cozza, holding a session to be available for sign-ups, since we could not have many personal conversations during main on-site. Spoke briefly with Lu Ann regarding Everfi and Financial Education


Description:
sent email to see if we could meet for coffee


Description:
We met for coffee to discuss the benefits of Allegacy.


Description:
phone call and then email to talk about SEG benefits


Description:
Communicated via email she mailed paperwork to become SEG


Description:
sent email with dates to schedule an onsite


Description:
she finallly responded to my email.  She would like to talk via phone about their locations in Madison and WS.


Description:
Talked about the layout of their different locations and scheduling onsites.  I sent follow up email with my availability.


Description:
Tori,


 


Sorry I’m so late in responding to this email.    We had individual retirement meetings planned for April, so now the calendar frees up for Allegacy.    I spoke with Bonnie, our benefits administrator and we think the best approach in Madison is to set you up in the conference rooms at the two plants and customer service.  There is no room in our breakrooms for you to set up plus it lacks privacy.   Best schedule in Madison is Tuesday and Wednesday to capture the rotating shifts.  Winston Salem, we can follow the same approach; I suggest a Thursday or Friday. Let me know if the week of May 14th remains open and if not, provide additional dates.  


 


Best hours for Madison are early morning.  Production starts at 6 am so by 8:30 am they are starting  first breaks. Breaks run differently for each department; some stop totally, others keep running and allow one or two employees to go on break. I suggest you start at Plant 4  for spend 3 hours; then go to plant 5 for 1 hour; take lunch and head to customer service for 2 hours during the afternoon. These times can vary depending on activity.


 


MADISON LOCATIONS


PLANT 5:  30 employee total/ between the 2 days


PLANT 4:  83 employees total.  Around 10 will be working the next day on the rotating shifts


CUSTOMER SERVICE/DELIVERY/LOADING:  32 total employees- includes drivers that are in and out all day long.


 


CHARLOTTE: 4 employees


GREENSBORO:  3 employees


WINSTON SALEM:  30 employees


Description:
2nd email


 


Tori,


 


Below are suggested times. These times can be adjusted depending on activity level.


 


 


Tuesday – May 14th 


Plant 4:  8:30am – 11am


Plant 5:  11:30am– 12:30pm


Lunch: 12:30 pm– 1:30pm


Customer Service/Delivery Loading: 1:30 – 3:00 pm


 


Wednesday, May 15th


Plant 5:  9:00am – 10:00am


Plant 4:  10:30 am– 11:30am


** Bonnie is your contact for all Madison locations.


 


Thursday, May 23rd – Winston Salem


Office – 9 am – 11 am


** Tara is your contact for the WS office.


 


Flyers with dates will be great.  Let me know if you have further questions,


 


Thanks,


Description:
Confirmation email to makesure we were set for our onsite


Description:
Confirm onsite email and head count for breakfast


Description:
Nancy reached out about student loan options for her daughter.  I gave her Wendy's contact information.


Description:
Attended wellness fair. Spoke to about 100 people, enrolled 3 and gave out a lot of $5 cards.


Description:
I wish I could – we have an event in the office that night otherwise I would be there eating peanuts and popcorn.  Thank you for the invitation


 


 


  


Alecia Moore


Director of Administration


Womble Bond Dickinson (US) LLP 


 


  


    


d:


m: 


e:  336-721-3529


336-577-4119


Alecia.Moore@wbd-us.com 


 


 One West Fourth Street


Winston-Salem, NC 27101


 


 


 


 


  


  


http://www.womblebonddickinson.com 


  


womblebonddickinson.com 


 


    


https://twitter.com/WBD_US  https://www.linkedin.com/company/womble-bond-dickinson-us-llp/ https://www.facebook.com/WombleBondDickinsonLaw 


 


 


 


 


 


-=-=-=-=-=-=-=- 


 


 


This email is sent for and on behalf of Womble Bond Dickinson (US) LLP. Womble Bond Dickinson (US) LLP is a member of Womble Bond Dickinson (International) Limited, which consists of independent and autonomous law firms providing services in the US, the UK, and elsewhere around the world. Each Womble Bond Dickinson entity is a separate legal entity and is not responsible for the acts or omissions of, nor can bind or obligate, another Womble Bond Dickinson entity. Womble Bond Dickinson (International) Limited does not practice law. Please see www.womblebonddickinson.com/us/legal-notice for further details.


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Friday, July 20, 2018 10:53 AM


To: Moore, Alecia


Subject: Dash Game


 


 


Hi Alicia,


 


I hope all is well!  I wanted to invite you and a guest to the Dash game Thursday, Aug 2nd at 7pm.  I’m hosting the Allegacy Suite.  We’ll have some delicious food and drinks.  Let me know if you would like to join me.


 


Tori


Description:
Thank you for the invitation but baseball is not my thing.  Thanks for thinking of me though.


 


 


  


Alecia Moore


Director of Administration


Womble Bond Dickinson (US) LLP 


 


  


    


d:


m: 


e:  336-721-3529


336-577-4119


Alecia.Moore@wbd-us.com 


 


 One West Fourth Street


Winston-Salem, NC 27101


 


 


 


 


  


  


http://www.womblebonddickinson.com 


  


womblebonddickinson.com 


 


    


https://twitter.com/WBD_US  https://www.linkedin.com/company/womble-bond-dickinson-us-llp/ https://www.facebook.com/WombleBondDickinsonLaw 


 


 


 


 


 


  


 


 


-=-=-=-=-=-=-=- 


 


 


This email is sent for and on behalf of Womble Bond Dickinson (US) LLP. Womble Bond Dickinson (US) LLP is a member of Womble Bond Dickinson (International) Limited, which consists of independent and autonomous law firms providing services in the US, the UK, and elsewhere around the world. Each Womble Bond Dickinson entity is a separate legal entity and is not responsible for the acts or omissions of, nor can bind or obligate, another Womble Bond Dickinson entity. Womble Bond Dickinson (International) Limited does not practice law. Please see www.womblebonddickinson.com/us/legal-notice for further details.


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Monday, June 10, 2019 2:17 PM


To: Moore, Alecia


Subject: Dash game Friday, June 21st


 


 


Hi Alecia,


 


I hope all is well!  I wanted to invite you and a guest to join us in the Allegacy Suite for the Dash game Friday, June 21st.  Let me know if you would like to join us and I’ll make arrangements to get the tickets to you.


Description:
Dr. Strickland replied to email inquiring about loan to purchase land for another dental office; referred to Greg Keolian


Description:
Spoke with Greg K and he said he regularly goes up and checks in on them during larger events. They do cross country trucking rarely make have folks all together. Greg went up in late July for Eddie's birthday party; will touch base with Greg around Thanksgiving and attend their dinner during the day.


Description:
Hall Roberts spoke with a contact there and they want us to attend with benefits when they do their open enrollment in October. Circle back with Hall and Larry in late September


Description:
Received new SEG pprwrk from Tori. Sent her an email that I need a copy of their bylaws.


Description:
Received a copy of their bylaws from Tori.


Description:
Researched online and found where there is a location in High Point. Updated address, etc and told Tori about it.


Description:
That would be great! 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Thursday, August 8, 2019 8:52 AM


To: Kayleigh Cannon <kayleigh.cannon@emsbilling.com>


Subject: [EXTERNAL] Re: Smoothies for your employees


  


Yes, we could do that. Would you like us to provide a financial workshop?  We have several topics you could choose from.  I’ll send you a list of them separately.  


 


On Aug 8, 2019, at 8:31 AM, Kayleigh Cannon <kayleigh.cannon@emsbilling.com> wrote:


  


 Would you be interested in doing a Lunch and Learn with smoothies in September?


 


This year, we did not have our typical wellness fair, we had an open house for our employees to learn about a couple of things we offered as a company. 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Tuesday, August 6, 2019 2:37 PM


To: Kayleigh Cannon <kayleigh.cannon@emsbilling.com>


Subject: [EXTERNAL] RE: Smoothies for your employees


  


Hi Kayleigh,


 


We have attended your health fairs the last few years.  I’m not sure if you had one this year if you did we missed it.  We brought Smoothies in for your employees June of last year.  We don’t have a standard date. It’s what works best for you and your staff.  We set up in your break room on a Thursday from 11:30am-1:00pm that way your employees could stop by on their break.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Kayleigh Cannon [mailto:kayleigh.cannon@emsbilling.com] 


Sent: Tuesday, August 06, 2019 2:27 PM


To: Baker, Tori


Subject: RE: Smoothies for your employees


   


Hi Tori, 


 


Jennifer is no longer at EMS|MC, but I can help. Have we done this with you in the past? I am just trying to get a feel for if we have a standard date we keep or not. 


 


Thanks!


Description:
That would be great! We do have three sessions normally in order to accommodate our employees’ shift times. Each of them are 30 minutes long: 11:30am, 12:15pm, and 1:00pm. Can I communicate to the employees that smoothies will be provided? 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Thursday, August 15, 2019 11:15 AM


To: Kayleigh Cannon <kayleigh.cannon@emsbilling.com>


Subject: [EXTERNAL] RE: Smoothies for your employees


 


Hi Kayleigh,


 


Would Thursday, Sept 26th work you?  I have 11:30-1:00 blocked off on our calendar.


Description:
Hi Tori, 


 


Let’s go with “Metrics that Matter.” 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Thursday, August 15, 2019 11:59 AM


To: Kayleigh Cannon <kayleigh.cannon@emsbilling.com>


Subject: [EXTERNAL] RE: Smoothies for your employees


 


Hi Kayleigh,


 


Yes, you may.  Do you have a particular topic that you would like us to cover from the list I sent you?  How many people should we plan on?


Description:
Set email overview of employee benefits.


Description:
Meet for coffee - follow up email


 


Tori,


 


It was a pleasure speaking with you this morning!  We definitely needed more than ½ hour!  😊


 


I’ve attached the documents you requested for MedCoSo to request participation in AFCU for our employees and contractors.  Let me know if you need anything additionally!


 


Kindly,


Teresa A. Bailey, Sr. VP of Human Resources


Description:
Good morning Teresa,


 


I would like to welcome Medical Consulting Solutions to the Allegacy Family!  You and your employees now qualify to become members of Allegacy because of your select employer group status.  I would love to schedule a time in the near future to provide breakfast or lunch for your staff to share this great news!  Let me know what would work best for you.


 


I look forward to helping you and your staff.


Description:
Tori –


 


Sorry about  yesterday!  I was dead tired!


 


I do have a couple of questions for you.


 



 
  I have personally had the hardest time getting information to re-order checks.  While I don’t use them very often; I do need them periodically.  I’ve tried to order them online and it indicates that I must go to the office.  I haven’t had a chance to go to the closet branch (Kernersville).  Is this something the Branch Manager (Derek Carte) can assist me with online?

 




 



 
  What is a good time to reschedule our coffee break?

 








 









 
  I received the letter from you with the posters.  Can you change the mailing address to my physical location rather than our PO Box?  I will receive things much quicker.  That address is below but is 3755 Admiral Drive, Suite 101, High Point, NC  27265.

 








 








 


I can’t wait for the branch by us to open!  Don’t forget to send me the invite to the “pre-opening.”


 


Thanks for all you do!


 


Teresa A. Bailey, Sr. VP of Human Resources


Description:
Referred to John Heath for insurance quote.


Description:
Hi Tori,


 


Thank you so much for lunch on Wednesday.  It was nice to get to know you better and learn about all the projects/committees, etc that you are involved in.


 


I will get you an answer on whether we can have other credit unions come on sight soon.


 


Have a great weekend!


 


Terri Dinallo


NAPA High Point 


Human Resources Manager


600 Gallimore Dairy Rd


High Point, NC 27265


336-878-4507 (O)


336-404-8277 (M)


Description:
Hi Tori,


 


I appreciate your email and the information about Allegacy.  Unfortunately, I did find out that having another banking institution in would be in competition with the GPC Credit Union.


 


I’m sorry.  I am going to keep this email.  If an employee is looking for a local referral, I will send them Allegacy’s information.


 


Thanks,


 


Terri


Description:
Received paperwork and she had a couple of questions.


 


Hi Tori,


 


Thanks for dropping by on Friday and the treats. Please see attached and see if this is enough info. There were two points I wanted to clarify. See below and let me know of any questions.


 




·         Data is not available for age and income. We are in the process of transitioning platforms where it would be easier for us to pull accurate data, but as of now would be estimates. 


·         We have our headquarters in Greensboro. We also have a Raleigh office. We do have techs across the state, but are directed out of one of the two offices (mostly Greensboro). 





 


Thanks again,


 


Terri Cummings, PHR, SHRM-CP


Human Resources Manager


Central Carolina Air Conditioning


1800-A Fairfax Rd. Greensboro, NC 27407


Direct: (336) 510-5624


Fax: (336) 365-0099


Description:
Invited to their health fair on the 28th.


Description:
Hi Tori,


 


I was just sharing with the team about the smoothies and they are excited that you offered to bring them. Thanks again for going the extra mile. See you Friday!


 


Thanks,


 


Terri Cummings, PHR, SHRM-CP


Description:
Hi Tori,


 


Please see the flyer for the Career Fair & Info Session this Saturday. I’ve attached in two different formats. Thanks so much for offering to share! 😊 


 


Thanks,


 


Terri Cummings, PHR, SHRM-CP


Human Resources Manager


Description:
Hi Tori,


 


Yes, it will be best if you can register. I’m copying Corlis. She is handling the vendor registration and any questions.


 


See you soon!


Terri


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Friday, April 19, 2019 10:49 AM


To: Terri Cummings <tcummings@ccair.com>


Subject: FW: Central Carolina Air Conditioning Employee Health Fair - Register Your Booth!


 


Hi Terri,


 


I hope you’ve had a great week!  I wanted to touch base and see if I need to sign up to attend your employee health fair via the IAB website.


Description:
Signed up to attend their health fair Oct 4th.


Description:
I called and spoke with Ms. Nichols to see if they have a Credit Union partnership.  She state I would need to contact the benefits dept.


Description:
Sent email to benefits department to see if they currently partner with a credit union.


Description:
Attended Mt Airy on-site on 8.29. Brought assorted snacks (cookies, brownies, popcorn, nuts) from Costco. Signed up four members and got a referral to Hall Roberts. Structure was to speak prior to a scheduled meeting and then wait in the dining hall until after the meeting had concluded. On-site lasted 1.5 hours.


Description:
Tori,


 


Thank you for your inquiry.  We already have our check and savings account as well as our credit cards with Allegacy.  Our banker and personal friend is Tom Peters who is in your Greensboro office.  


 


You have joined a very good bank.  Best of luck.


 


Elizabeth  A. Colamarino


Colmar Contracting, Inc.


(336) 315-2129 Phone


(336) 315-1227 Fax


 


From: Mike Cooke 


Sent: Tuesday, June 19, 2018 4:34 PM


To: Baker, Tori <tbaker@allegacy.org>


Cc: Elizabeth Colamarino <ecolamarino@colmarcontracting.com>; Gino Colamarino <gcolamarino@colmarcontracting.com>


Subject: Re: Alleagcy Federal Credit Union


 


Hey Tori,


 


Good to see you last week.  I’m copying Gino and Elizabeth, our owners, who would make these kinds of decisions.  I don’t really have a dog in that fight.  Glad to see you landed at Allegacy!


 


Mike Cooke


Colmar Contracting


336-508-1321


 


On Jun 19, 2018, at 4:08 PM, Baker, Tori <tbaker@allegacy.org> wrote:


Mike,


 


It was great seeing you last week!  I’m glad things are going well for you at Colmar.  I thought it might help to include some of our services that we offer our members.  Please feel free to have the owners or HR to contact me with any questions.


 


Here’s a look at the banking services that we offer to help meet our members financial needs.



 
  
   Checking

   
    
     SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.

     We’ll also refund up to $25.00 in ATM fees per statement cycle with our SmartRate Checking accounts.

    

   

   Savings 

   
    
     Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets and IRAs

    

   

   Loans 

   
    
     Auto - as low as 2.29% New and Used

     
      
       We offer an auto buying service at no additional cost

       New or Used

      

     

     Mortgages 

     
      
       15 year and 30 year Fixed, VA, FHA, and USDA

       5/1 and 7/1 ARM

      

     

     Equity Lines

     
      
       Up to 100% of the value

      

     

     Credit Cards 

     
      
       No annual fees (We currently have a low balance transfer rate or 0.5% with no transfer or annual fee.)

      

     

    

   

  

 




 


Key Benefits At A Glance:



 
  
   No-surcharge ATMs 

   
    
     Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.

    

   

   Free Online Banking

   
    
     WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!

    

   

   Visa Check Card

   Convenience Services

   
    
     Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.

    

   

  

 




 


 


Sincerely, 


 


Tori


Description:
Thanks.  We are good.


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, June 20, 2018 11:55 AM


To: Elizabeth Colamarino <ecolamarino@colmarcontracting.com>


Cc: Gino Colamarino <gcolamarino@colmarcontracting.com>


Subject: Re: Alleagcy Federal Credit Union


 


Mrs. Colamarino, 


 


Thank you for responding to my email!  I was asking Mike about your company partnering with us to offer the credit union benefit to your employees.  We appreciate you and your husband being members.  Tom’s a great guy and I’m sure he’s taking good care of you!


 


The information I sent would allow your employees the opportunity to become members  because of your relationship with Allegacy!  Basically, it’s an additional benefit that you can pass along to your employees at no cost to you. 


 


Let me or Tom know if you have any questions.


 


Bests,


 


Tori


Description:
Hey Tori,


 


This is fantastic news! I’d love to discuss HSAs sooner than later, and would like to get a game plan together for open enrollment.  Our open enrollment is in February, so we have a little bit of time to plan.  


 


Thanks!


 


Holly Finley


Brady, HR Business Partner


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Thursday, August 22, 2019 11:00 AM


To: Stone, Joanna <Joanna.Stone@bradyservices.com>; Finley, Holly <Holly.Finley@bradyservices.com>


Subject: Welcome to the Allegacy Family!!


 


Hi Ladies,


 


I would like to officially welcome Brady Services to the Allegacy Family!  You and your employees now qualify to become members of Allegacy because of your select employer group status.  I would be more than happy to provide breakfast or lunch for your staff in the near future if you would like to share the great news.  I know we had also talked about our HSA accounts and covering that during open enrollment.  Let me know how you would like to proceed.   


 


I look forward to helping you and your staff!


 


Bests,


 


Tori


Description:
Had lunch meeting scheduled for today to discuss HSAs.  We need to reschedule.


Description:
Ms. Grimes,


 


I hope all is well!  My teammate Russ Parmele and I stopped by earlier this week to share some exciting news with you.  First, you’re company is one of our select employer groups which means your employees qualify to become members of Allegacy.  Secondly, we’re opening a branch later this year at the Palladium in High Point.  I would like to see if we could schedule an onsite event to share the great news with your employees.  I would be more than happy to provide breakfast or lunch for your employees.  I thought it might be helpful if I share some information with you.  At Allegacy our number one priority is to help members make smart financial choices. As a not for profit financial institution, we solely exist to serve our member-owners. 


 


Here’s  a quick overview of the products and benefits that your employees are eligible to take advantage of:


 






·         Checking 








o    SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.


o    We’ll also refund up to $25.00 in ATM fees per statement cycle* with our SmartRate Checking accounts.











·         Savings 








o    Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs











·         Loans 








o    Auto - as low as 3.19% New and Used 








§  We offer an auto buying service at no additional cost


§  New or Used











o    Mortgages 








§  15 year and 30 year Fixed, VA, FHA, and USDA


§  5/1 and 7/1 ARM











o    Equity Lines 








§  Up to 100% of the value











o    Credit Cards 








§  No annual fees 


























 


Key Benefits At A Glance:






·         No-surcharge ATMs 








o    Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.











·         Free Online Banking 








o    WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!











·         Visa Check Card


·         Convenience Services 








o    Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.

















 


Please feel free to call or email me with any questions. 


 


Bests,


 


Tori


Description:
Ok, thanks.  I will look for your call then.


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, March 13, 2019 1:33 PM


To: Leigh Grimes <LGrimes@noregon.com>


Subject: RE: Allegacy Federal Credit Union


 


Hi Leigh,


 


Yes, we can change it to 3:30.  


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Leigh Grimes [mailto:LGrimes@noregon.com] 


Sent: Wednesday, March 13, 2019 11:48 AM


To: Baker, Tori


Subject: RE: Allegacy Federal Credit Union


 




 


Hi Tori,


I have a conflict at 3pm.  Can we change our call to 3:30 or to tomorrow morning if 3:30 doesn’t work.


Regards,


Leigh


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Friday, March 8, 2019 2:41 PM


To: Leigh Grimes <LGrimes@noregon.com>


Subject: RE: Allegacy Federal Credit Union


 


Great, I’ll call you at 3pm.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Leigh Grimes [mailto:LGrimes@noregon.com] 


Sent: Friday, March 08, 2019 2:38 PM


To: Baker, Tori


Subject: RE: Allegacy Federal Credit Union


 


   


A call is fine.  thanks


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Friday, March 8, 2019 2:36 PM


To: Leigh Grimes <LGrimes@noregon.com>


Subject: RE: Allegacy Federal Credit Union


 


Would you like me stop by or give you a call?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Leigh Grimes [mailto:LGrimes@noregon.com] 


Sent: Friday, March 08, 2019 2:32 PM


To: Baker, Tori


Subject: RE: Allegacy Federal Credit Union


 


Hi,


Wednesday at 3pm would be best.


Thanks,


leigh


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Friday, March 8, 2019 2:31 PM


To: Leigh Grimes <LGrimes@noregon.com>


Subject: RE: Allegacy Federal Credit Union


 


Great, I have the following dates and times available.


 


Monday 1:30pm-2:30pm


Tuesday 10am – 11am


Wednesday 1:30pm-4pm


Thursday 8:30am – 12pm


 


What would work best for you?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Leigh Grimes [mailto:LGrimes@noregon.com] 


Sent: Friday, March 08, 2019 2:04 PM


To: Baker, Tori


Subject: RE: Allegacy Federal Credit Union





 


 




 


Hi Tori,


Yes, Rebecca passed the information along to me.  I am glad you sent a follow up email.  I have worked with Russ previously when he was with the Dash.  I would be happy to talk more about scheduling something for our employees.  When are you available to talk?  I have a decent amount of availability next week.


Regards,


Leigh


Description:
Hi Tori,


Thank you.  Do you have anything later in the month, like the week of the 15th?


Leigh


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, March 13, 2019 3:48 PM


To: Leigh Grimes <LGrimes@noregon.com>


Subject: Allegacy visit


 


Hi Leigh, 


 


Thank you for taking time out of your busy schedule to talk with me!


 


I have the following dates available in April.


 


Tuesday, April 2nd


Wednesday, April 3rd


Thursday, April 4th


Friday, April 5th


Description:
How about a snack (cookies are always a hit).  I like to have these around lunch time.  We occupy two separate buildings in the Air Park (they are very close to each other though).  


Let’s do the 7009 building from 11:30 to 12:15 and the 7019 building from 12:30 to 1:15.  Will that work for you?


Regards,


Leigh


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, April 1, 2019 2:19 PM


To: Leigh Grimes <LGrimes@noregon.com>


Subject: RE: Allegacy visit


 


Great! Would you like me to provide breakfast, lunch or a snack for you employees?  What time and how many people should I plan on?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Leigh Grimes [mailto:LGrimes@noregon.com] 


Sent: Monday, April 01, 2019 2:16 PM


To: Baker, Tori


Subject: RE: Allegacy visit




  


Hi,


Tuesday the 30th will work the best.


Regards,


Leigh


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, April 1, 2019 2:14 PM


To: Leigh Grimes <LGrimes@noregon.com>


Subject: FW: Allegacy visit


 


Hi Leigh,  


 


I have the following dates available.


 


Friday, April 19th 


Friday, April 26th


Tuesday, April 30th


 


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Baker, Tori 


Sent: Wednesday, March 13, 2019 4:00 PM


To: 'Leigh Grimes'


Subject: RE: Allegacy visit


 


I’m booked the week of the 15th.  I have Friday the 26th or Tuesday the 30th.


Description:
Yes, perfect.  We will get the all employee email sent out to promote this.


Regards,


Legih


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, April 24, 2019 2:43 PM


To: Leigh Grimes <LGrimes@noregon.com>


Subject: Re: Allegacy visit


 


Hi Leigh,  


 


Yes, we’re still good for the 30th.


 


Your company is one of our Select Employer Groups and since your employees work for Noregon they’re eligible to become a member at Allegacy. 


 


Does that help?


 


Tori


Sent from my iPhone


 


On Apr 24, 2019, at 2:22 PM, Leigh Grimes <LGrimes@noregon.com> wrote:


  


 


 


Hi Tori,


Just checking in to make sure we are good to go for the 30th?  Also, can you remind me how Noregon employees are eligible to be members?  I want to get the wording right in the all employee email.


Thanks, 


Leigh


Description:
Hi Tori,


Between the two buildings we have about 140 people on site.  It's a pretty even split.  When you arrive to the 7009 building, you can ask for me or just call my mobile at 336-202-4611 to let me know you are here.  Our doors are locked so I can come to the front and let you in.


Regards,


Leigh


Description:
Hi Tori,


Thanks for coming out here to talk with our employees.  I will look for the Grand Opening invitation.  In the meantime, maybe I will run into you at GMA event.


Regards,


Leigh


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, May 6, 2019 4:03 PM


To: Leigh Grimes <LGrimes@noregon.com>


Cc: Kristina Nelson <knelson@noregon.com>


Subject: Thank you!


 


Hi Leigh,


 


I wanted to take a moment to say thank you for allowing us to share the benefits of Allegacy with your employees!  We will send an invite to the Grand Opening and After Hours Event when it gets closer for our Pallidum Branch opening.


 


I hope you have a great week!


 


Tori


Description:
Good afternoon,


 


Thank you so much for contacting me.  We currently use Pinnacle but if something changes I will certainly let you know.


 


Have a great day!


 


Blessings,


Mandy Cloutier


mcloutier@wcatrojans.org


                


 


 http://www.wesed.org


 


 


 


 


 


On Fri, Mar 15, 2019 at 10:44 AM Baker, Tori <tbaker@allegacy.org> wrote:


Ms. Cloutier,


 


My name is Tori Baker and I work for  Allegacy Federal Credit Union which is headquartered in Winston-Salem.  We are opening a new branch later this year at the Palladium in High Point.  We are currently looking for select employer groups in the market to partner with.  At Allegacy our number one priority is to help members make smart financial choices. As a not for profit financial institution, we solely exist to serve our member-owners. Membership is established by companies like Wesleyan Christian Academy choose to offer the credit union as an additional benefit.  


 


We understand the importance of a rich benefits package to attract and retain talented staff. Offering Allegacy as a credit union option for your employees, will provide a safe, sound financial entity that exists solely to serve their best interests. And in turn, it adds value to your benefits free of charge.


 


Here’s  a quick overview of the products and benefits available:


 








·         Checking 








o    SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.


o    We’ll also refund up to $25.00 in ATM fees per statement cycle* with our SmartRate Checking accounts.











·         Savings 








o    Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs











·         Loans 








o    Auto - as low as 3.19% New and Used 








§  We offer an auto buying service at no additional cost


§  New or Used











o    Mortgages 








§  15 year and 30 year Fixed, VA, FHA, and USDA


§  5/1 and 7/1 ARM











o    Equity Lines 








§  Up to 100% of the value











o    Credit Cards 








§  No annual fees 





























 


Key Benefits At A Glance:








·         No-surcharge ATMs 








o    Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.











·         Free Online Banking 








o    WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!











·         Visa Check Card


·         Convenience Services 








o    Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.




















 


Would  you have some time in the near future to discuss the possibility of Wesleyan Christian Academy becoming one of our select employer groups?


 


Thank you in advance for your consideration! 


 


Tori Baker


Description:
Rick,


 


Thank you for taking time out of your busy schedule to talk with me yesterday!  I’m attaching the information that we would need if Well-Spring decided to become one of our select employer groups.  Listed below is an overview of the services that we can offer your employees if they decided to become a member at Allegacy.


 



 
  
   Checking 

   
    
     
      SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.

      We’ll also refund up to $25.00 in ATM fees per statement cycle with our SmartRate Checking accounts.

     

    

   

   Savings 

   
    
     
      Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs

     

    

   

   Loans 

   
    
     
      Auto - as low as 2.94% New and Used 

      
       
        
         We offer an auto buying service at no additional cost

         New or Used

        

       

      

      Mortgages 

      
       
        
         15 year and 30 year Fixed, VA, FHA, and USDA

         5/1 and 7/1 ARM

        

       

      

      Equity Lines 

      
       
        
         Up to 100% of the value

        

       

      

      Credit Cards 

      
       
        
         No annual fees 

        

       

      

     

    

   

  

 




 


Key Benefits At A Glance:



 
  
   No-surcharge ATMs 

   
    
     
      Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.

     

    

   

   Free Online Banking 

   
    
     
      WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!

     

    

   

   Visa Check Card

   Convenience Services 

   
    
     
      Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.

     

    

   

  

 




 


 


Let me know if you have any additional questions.


 


Bests, 


 


Tori


Description:
Hi Tori,


Our leadership team approved adding Allegacy Credit Union to our employee benefit offerings at our monthly meeting last Friday!


I will work on getting the required paperwork to you asap. Feel free to follow up if you don’t hear form me within a couple of weeks.


Happy Holidays!


Thanks again…..


 


Rick Williams, SHRM-SCP, SPHR


Vice President of Human Resources


The Well•Spring Group


4100 Well Spring Drive


Greensboro, NC 27410


(336) 553-9340


www.well-spring.org and www.Just1Navigator.com


Description:
Hi Rick,


 


Great, thank you!  I look forward to partnering with you at Well Spring!!  I’ll touch base with you after the New Year!!


 


Happy Holidays!!


Description:
Good morning,


Do you need the documents in hard copy or is email okay?


 


Rick Williams, SHRM-SCP, SPHR


Vice President of Human Resources


The Well•Spring Group


4100 Well Spring Drive


Greensboro, NC 27410


(336) 553-9340


www.well-spring.org and www.Just1Navigator.com


 


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Tuesday, January 8, 2019 10:57 AM


To: Rick Williams <rwilliams@well-spring.org>


Subject: RE: Allegacy Federal Credit Union


 


Hi Rick,


 


I’m glad I was able to help with the rates on auto loans yesterday.  I did want to let you know that all of our rates are posted on our website.


 


Quick questions…I know this year has started off a little crazy.  I did want to see if you’ve had a chance to work on the paperwork for Well-Spring to become one of our Select Employer Groups.


 


_______________________________________


Description:
Hi Tori,


Sorry I had to run out so quickly – I guess it’s nice to be so needed!


Thanks for the update! Have a great weekend!


 


Rick Williams, SHRM-SCP, SPHR


Vice President of Human Resources


The Well•Spring Group


4100 Well Spring Drive


Greensboro, NC 27410


(336) 553-9340


www.well-spring.org and www.Just1Navigator.com


 


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Friday, January 18, 2019 9:27 AM


To: Rick Williams <rwilliams@well-spring.org>


Subject: Hi


 


Hi Rick,


 


It was great seeing you yesterday!  I had hoped to talk with you before you left.  I wanted to let you know that your paperwork will go to our Board the third Thursday in February.  We can then roll this new benefit out to your employees in March.  


 


I hope you have a great weekend!


 


Tori


Description:
Good afternoon Rick,


 


I would like to welcome Well-Spring to the Allegacy Family!  You and your employees now qualify to become members of Allegacy because of your select employer group status.  I would love to schedule a time in April to provide breakfast or lunch for your staff to share this great news!  Let me know what would work best for you.


 


I look forward to helping you and your staff!


 


Bests,


 


Tori


Description:
Our dining director suggested we buy the pre-wrapped novelty ice creams (ice cream sandwiches, nutty-buddys, etc.) and have them in one of our rolling coolers, and then just bill you for the cost. We already do this a couple of times a year, so we know the drill.


What do you think?


 


Rick Williams, SHRM-SCP, SPHR


Vice President of Human Resources


The Well•Spring Group


4100 Well Spring Drive


Greensboro, NC 27410


(336) 553-9340


www.well-spring.org and www.Just1Navigator.com


 


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, March 18, 2019 3:06 PM


To: Rick Williams <rwilliams@well-spring.org>


Subject: Re: Update


 


I agree!


Sent from my iPhone


 


On Mar 18, 2019, at 2:45 PM, Rick Williams <rwilliams@well-spring.org> wrote:


  


CAUTION: The message below is from an external source. Please do not open attachments or click links from an unknown or suspicious origin. 


 


 


I think premade is the way to go for the ice cream. 


 


Rick Williams, SHRM-SCP, SPHR


Vice President of Human Resources


The Well•Spring Group


4100 Well Spring Drive


Greensboro, NC 27410


(336) 553-9340


www.well-spring.org and www.Just1Navigator.com


 


<image002.jpg>


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, March 18, 2019 2:15 PM


To: Rick Williams <rwilliams@well-spring.org>


Subject: Re: Update


 


Hi Rick, 


 


Perfect for breakfast, lunch and dinner.


 


I can do the ice cream one of two ways.  I can bring the ice cream cart and they’ll make it one at a time.  It could take sometime .   The quickest way is to have the ice cream pre made in cups stored in coolers...grab and go.  Which way would you prefer?


 


Tori


 


 


Sent from my iPhone


 


On Mar 18, 2019, at 1:34 PM, Rick Williams <rwilliams@well-spring.org> wrote:


  


CAUTION: The message below is from an external source. Please do not open attachments or click links from an unknown or suspicious origin. 


 


 


Hi Tori,


My answers are below in red; let me know if I missed anything. I will have tables and chairs for your set up at the retirement community. I will be around on the morning of 4/23 to help you with set up and transition of the breakfast locations.


 


TUESDAY, APRIL 23


5:30 AM – 8:30 AM: breakfast for end of 3rd shift and start of 1st, two locations at retirement community – How many people should I plan on? 120 – 140 


 


11:30 AM – 1:30 PM: lunch one location, employee lunch server – Is this the one where they eat onsite and you’ll invoice us for the cost or do I to provide lunch? We will provide food and bill for lunch.


 


WEDNESDAY, APRIL 24


TBD breakfast or lunch at adult day center - How many people should I plan on? 8:30am will be best time and will be about 15 people. 


 


2 PM – 5 PM: ice cream and then dinner at server for second shift at retirement community – How many people should I plan on for ice cream?  As far as dinner goes, is it the same as lunch? Probably 160 - 170 for ice cream. How are you doing the ice cream?


We will provide dinner and bill you.


 


Rick Williams, SHRM-SCP, SPHR


Vice President of Human Resources


The Well•Spring Group


4100 Well Spring Drive


Greensboro, NC 27410


(336) 553-9340


www.well-spring.org and www.Just1Navigator.com


 


<image002.jpg>


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, March 18, 2019 8:29 AM


To: Rick Williams <rwilliams@well-spring.org>


Subject: RE: Update


 


Hi Rick,


 


Great, thank you for the update!  The dates and times will work for me.  I do have some questions.


 


TUESDAY, APRIL 23


5:30 AM – 8:30 AM: breakfast for end of 3rd shift and start of 1st, two locations at retirement community – How many people should I plan on? 


11:30 AM – 1:30 PM: lunch one location, employee lunch server – Is this the one where they eat onsite and you’ll invoice us for the cost or do I to provide lunch?


WEDNESDAY, APRIL 24


TBD breakfast or lunch at adult day center - How many people should I plan on?


2 PM – 5 PM: ice cream and then dinner at server for second shift at retirement community – How many people should I plan on for ice cream?  As far as dinner goes, is it the same as lunch?


Description:
Good morning Tori!


Just back from a conference and catching up. I’ve made some minor tweaks to the fliers; please see attached.


Also, I have a conflict on Wednesday 4/24 morning and will not be at the DayAdvantage event, but will help with coordination in advance. 


THANKS!


Rick Williams, SHRM-SCP, SPHR


Vice President of Human Resources


The Well•Spring Group


4100 Well Spring Drive


Greensboro, NC 27410


(336) 553-9340


www.well-spring.org and www.Just1Navigator.com


 


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, April 8, 2019 2:43 PM


To: Rick Williams <rwilliams@well-spring.org>


Subject: Flyers for upcoming onsite visits


 


Hi Rick,


 


I hope you enjoyed your weekend!  Here’s the flyer for our upcoming onsites.  Feel free to make any changes that are need to the location and times piece.


Description:
Hi Tori,


When you arrive in the morning to health care, your initial contact will be 


Joy Greer – 336-209-1708. She is the 3rd shift nurse manager, and can let you in the health care entrance.


I will arrive between 6:45 and 7:00 to help you transition to the Employee Servery.


 


Rick Williams, SHRM-SCP, SPHR


Description:
Hi Tori,


Thanks again for all the great food and goodies for our employees! I hope it was a good ROI for Allegacy. See below for the “bill” for lunch and ice cream. Let me know if you need anything else.


Thanks again,


 


Rick Williams, SHRM-SCP, SPHR


Vice President of Human Resources


The Well•Spring Group


4100 Well Spring Drive


Greensboro, NC 27410


(336) 553-9340


www.well-spring.org and www.Just1Navigator.com


 


 


 


From: George Galvin 


Sent: Thursday, April 25, 2019 11:45 AM


To: Rick Williams <rwilliams@well-spring.org>


Cc: Carol Owens <cowens@well-spring.org>; K. Alan Tutterow <Atutterow@well-spring.org>


Subject: 


 


Rick,


 


With Labor and food cost the charge for Alegacy is $500.00 . They can cut a check to Well-Spring and if you need some type of receipt, I can give you one.


 


Thank You,


 


George


 


George L. Galvin


Director of Dining Services


Description:
That would be great! 


Sent from my iPhone


 


On Jun 6, 2018, at 3:30 PM, Baker, Tori <tbaker@allegacy.org> wrote:


I hope you enjoy your vacation.  How about we catch up for lunch towards the end of June?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Rumbley, Melissa [mailto:mrumbley@MotherMurphys.com] 


Sent: Wednesday, June 06, 2018 3:29 PM


To: Baker, Tori


Subject: RE: Hi


 


  


 


Thanks so much for reaching out.  I am on vacation next week.  I am going to miss all of the GMA fun 😊


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


<image001.png>


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, June 06, 2018 3:26 PM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: Hi


 


Hi Melissa,


 


It was great seeing you at the GMA new member orientation!  GMA is great organization for learning and networking.  Don’t forget there’s a Workplace Workshop (Power Punch Your To-Do List) Thursday, June 14th that you and any of your employees can attend.


 


I also wanted to touch base to see if you have sometime Friday, June 15th to meet for breakfast or lunch.  


 


_______________________________________


Description:
Good Afternoon!  I am in an audit that will be taking most of my time for the next two weeks.  I am on vacation the week of July 23rd.  August would be much better for me.  I am sorry for the long day but I am very busy right now.  Thanks! 


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Tuesday, June 19, 2018 2:40 PM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: RE: Hi


 


Hi Melissa,


 


I hope you enjoyed your vacation last week!  I wanted to follow up on our conversation and meeting for lunch.  I have the following dates available.  


 


Friday, June 29th from 12pm-1pm


Tuesday, July 3rd from 11:45am – 12:45pm


Wednesday, July 11th from 11:30 - !:30pm


Tuesday, July 17th is open


 


Let me know if any of these dates or times work for you.


 


Tori


Description:
Thank you so much for the invite.  Unfortunately, I am not available that evening.  I hope you have a great time!  


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Tuesday, July 10, 2018 11:58 AM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: Aug 2nd 


 


Hi Melissa,


 


I hope your week is off to great start!  I wanted to touch base and see if you and a guest would like to join me Thursday, Aug 2nd for a Dash game.  Food and drinks will be provided so you can come hungry. J


Description:
We could set up a call or meeting the week of March 18th or the next week.  Thanks!  


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, February 27, 2019 3:47 PM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: Hi


 


Hi Melissa,


 


I hope all is well and this year is off to a great start!  I was wondering if you have sometime in the near future that we can connect.


Description:
I can let you know later next week.  Thanks!  


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Friday, March 08, 2019 3:53 PM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: RE: Hi


 


No worries, I meant to ask you about Tuesday, March 19th  9:30am – 11:30am or 1:30pm-4pm instead of next week.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Rumbley, Melissa [mailto:mrumbley@MotherMurphys.com] 


Sent: Friday, March 08, 2019 3:44 PM


To: Baker, Tori


Subject: RE: Hi


 


   




 


I don’t.  I am in the midst of getting annual reviews and increases done.  It will be a few weeks before I am available.  Please feel free to check back.  Thanks! 


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Friday, March 08, 2019 3:31 PM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: FW: Hi


 


Hi Melissa,


 


I wanted to touch base and see if you have time to talk or meet next week.  I have the following times available next Tuesday.  9:30am – 11:30am or 1:30pm-4pm  What would work best for you?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


Description:
Tuesday or Thursday would work better for me.  I am open as of now within your time frames.  Thanks! 


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Thursday, March 21, 2019 2:48 PM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: RE: Hi


 


I have the following dates and times available.


 


Monday, April 1st 1:30pm-5pm


Tuesday, April 2nd  is pretty open until 3:30pm 


Thursday, April 4th from 10:30am – 4pm


Friday, April 5th from 8:30 am – 2pm


 


Let me know what will work best for you.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Rumbley, Melissa [mailto:mrumbley@MotherMurphys.com] 


Sent: Thursday, March 21, 2019 2:04 PM


To: Baker, Tori


Subject: RE: Hi


 


  




CAUTION: The message below is from an external source. Please do not open attachments or click links from an unknown or suspicious origin. 





 




 


Please let me know what you have available the week of April 1st.  Next week is not good for me.  Thanks! 


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Thursday, March 21, 2019 9:39 AM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: RE: Hi


 


Hi Melissa,


 


I hope all is well!  I wanted to touch base and see if you’re available next Tuesday, March 26th anytime between 10:30am – 3pm.


Description:
Let’s do Tuesday at 9:30.  Would that work?  


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, March 25, 2019 5:01 PM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: RE: Hi


 


Hi Melissa,


 


No worries, I’m available…


Monday from1:30pm – 5pm


Tuesday from 8:30am – 1pm


 


Would either one of these dates or times work for you?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Rumbley, Melissa [mailto:mrumbley@MotherMurphys.com] 


Sent: Monday, March 25, 2019 4:55 PM


To: Baker, Tori


Subject: RE: Hi


 


  


 




Good Afternoon!  I do apologize.  I am not going to have availability this week.  Please let me know how your schedule looks next week.  Thanks!  


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, March 25, 2019 8:34 AM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: RE: Hi


 


Hi Melissa,


 


I wanted to follow up and see if you would like to meet for lunch tomorrow or in the afternoon around 2pm.


 





_______________________________________


Description:
I am at 2826 S Elm Eugene Street location.  You will need to bring in a photo ID.  Thanks!  


 


Melissa Rumbley


Human Resources Director 


Mother Murphy’s Laboratories, Inc.


336-273-1737 ext.127


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Tuesday, March 26, 2019 8:28 AM


To: Rumbley, Melissa <mrumbley@MotherMurphys.com>


Subject: Re: Hi


 


Yes, that works for me.  Where would you like to meet?


 


On Mar 25, 2019, at 5:02 PM, Rumbley, Melissa <mrumbley@mothermurphys.com> wrote:


  


 


Let’s do Tuesday at 9:30.  Would that work?  


 


Melissa Rumbley


Description:
Face to Face meeting.  Son plays travel baseball.  


 


She said she would like to invite us to her benefits fair in the fall.


Description:
I won’t have an answer anytime soon but I will get it on the list for when I meet with upper management again.


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Monday, July 08, 2019 1:37 PM


To: Anna Laughlin <anna.laughlin@tsource.com>


Subject: RE: Allegacy Federal Credit Union


 


Hi Anna,


 


Since, we’re not as big as the big banks we partner with other Credit Unions to service our members.  In the Rocky Mount area, members can make deposits and withdrawals at Welcome Federal Credit Union and First Carolinas Peoples Credit Union.  In the Clinton area, they can use Piedmont Advantage CU, Bragg Mutual FCU, First Carolinas Peoples Credit Union and Members CU. In the St Pauls area, Vision Financial FCU and Bragg Mutual FCU. In the Hickory area, they can use Telco Community CU, Nova CU and Members CU.  They can access their accounts throughout the United States at our partner Credit Unions.  They can also deposit a check using their smartphone with the Allegacy app.  


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Anna Laughlin [mailto:anna.laughlin@tsource.com] 


Sent: Monday, July 08, 2019 11:09 AM


To: Baker, Tori


Subject: RE: Allegacy Federal Credit Union


 


  


Tori, are there Allegacy branches throughout NC…..we have locations as far east as Rocky Mt, Clinton; South as far as St Pauls, West as far as Hickory.


Description:
Spoke with Michelle briefly on the phone about an on-site. She said she'd call back.


Description:
Spoke with Tania on the phone about doing an on-site. She will check with folks but her concern is that initially it wasn't very well received. I told her that these often take time to get folks going.


Description:
Spoke with Larry Oakley about the Allegacy partnership. He said Larry Cozza came out about 3 years ago to discuss the benefits of Allegacy and would follow up with the group to see if they are interested in hosting a member again. Said their membership is down to 80-85 people.


Description:
Internet research suggested they were closed. Drove past and they are indeed closed. Now an ammunition supply warehouse.


Description:
followed up to make sure she received her gift card


Description:
Good morning Jenna,


 


Thank you for taking time out of your busy schedule yesterday to talk with me!  We are opening a branch later this summer at the Palladium and are currently looking for select employer groups in the High Point market to partner with.  We do not require your company to bank with us in order to offer this program to your employees.   Below is an overview of the benefits your employees could take advantage of with Allegacy if Creative Snacks decided to become one of our select employer groups.    


 


Here’s a look at the banking services that we offer to help meet our members financial needs.



 
  
   Checking

   
    
     SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.

    

   

   Savings 

   
    
     Accounts, Holiday and Vacation Clubs, Certificates, Money Markets and IRAs

    

   

   Loans 

   
    
     Auto - as low as 3.14% New and Used

     
      
       We also offer an auto buying service at no additional cost

      

     

     Mortgages 

     
      
       15 year and 30 year Fixed, VA and FHA

       5/1 and 7/1 ARM

      

     

     Equity 

     
      
       Up to 100% of the value

      

     

     Credit Cards 

     
      
       No annual fees

      

     

    

   

  

 




 


Key Benefits At A Glance:



 
  
   No-surcharge ATMs 

   
    
     Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.

    

   

   Free Online Banking

   
    
     WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!

    

   

   Visa Check Card

   Convenience Services

   
    
     Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.

    

   

  

 




 


Please let me know if you would be interested learning more on about offering our Select Employer Group Program to your employees.  


 


Sincerely, 


 


Tori


Description:
she said I could email her some information to share with her CFO


Description:
She still hadn't followed up with her CFO


Description:
She's moving back to WI she doesn't know who her replacement will be.


Description:
Have the new person to follow up with Jan


Description:
Received referral from Hall Roberts, who met them at a networking event. Held meeting with Larry Cozza at their office. Very interested in lifestyle lending because they service rural areas and folks need to pay for anything more than 150 feet from the main line. Shared referral with Connie and they will start promoting quickly. Also interested in becoming a SEG, although that piece may have to wait until November.


Description:
Hi Jeri,


 


Great, thank you!  Can I call you Wednesday around 2:30?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Jeri Juskey [mailto:officeadministrator@aprinc.com] 


Sent: Monday, July 30, 2018 10:42 AM


To: Baker, Tori


Subject: Re: Tori Baker meet Jeri Juskey


 


   


 


Good morning Tori, 


 


If you would like to call me either Wednesday or Thursday that would be fine.  Diane Gaines would be the person to make any decisions, but I will be able to let you know if there are any products I think she may be interested in.


 


I look forward to speaking with you,


 


Jeri  


 


On Mon, Jul 30, 2018 at 9:46 AM, Baker, Tori <tbaker@allegacy.org> wrote:


Good morning Pat, Thank you for the introduction!  


 


Hi Jeri, I appreciate you agreeing to meet with me.  Would you have some time this Thursday at 2:30 or 3:00?


Description:
Hi Jeri,


 


Thank you for the update!  I completely understand.  It’s been crazy busy for us as well.  I hope you have a great weekend!


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Jeri Juskey [mailto:officeadministrator@aprinc.com] 


Sent: Wednesday, August 22, 2018 4:56 PM


To: Baker, Tori


Subject: 


 


  


 


 


IMPORTANT: This message was NOT sent from an Allegacy email account. Please use caution when clicking on links or opening attachments. 


 


 


 


 


Tori, 


 


I am sorry I have not gotten back to you yet.  It has been so busy I haven't had a chance to talk to Diane.  I will call as soon as I get a chance to speak to her.


 


Thanks


 


 


Jeri Juskey | Office Administrator


Description:
Emailed paperwork we would need if they decided to become a SEG.


Description:
They are not interested in becoming a SEG.


Description:
sent Kendra an email about the new branch


Description:
Stopped by with Larry Cozza while in Elkin. Elisha Hall was in a meeting, so got a card, left a SEG handback, and sent follow up email the next day to her.


Description:
Hi Kendra,


 


Yes, they are!  We can schedule a time to come back and share with your employees again if you would like us to.  I can also drop off some of the vouchers with the new dates.  We can open an account and receive funds the same day.  


 


I’m attaching a copy of our fee schedule for your review.  Let me know if you would like me to stop by tomorrow with an application.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Kendra Royster [mailto:kendra.royster@lcamerica.com] 


Sent: Monday, April 08, 2019 12:00 PM


To: Baker, Tori


Cc: Michele Mondolo


Subject: LC America, Inc.


 


   


Hi Tori, 


 


Hope things are well with you!  Are employees still eligible for free accounts?  My vouchers expired. How quickly can an account be opened (and receive funds)?  Will you please send a fee list for international wires (send and receive)?  Thank you!


 


Best,


Kendra


Kendra Royster


Administrative Manager


Description:
Sent SEG flyer for her to share with her employees.


Description:
Hi Ken,


 


I hope you had a great weekend!  I wanted to follow up on our last email.  Have you had a chance to review the material that we dropped off?


Description:
Tori,


 


I agree. I thought the retreat went well and there was some good interaction between board members. Plenty of good ideas and participation. 


 


Thanks for the opportunity to offer credit union benefits to our employees. I have attached the requested documents. Please let me know if you need anything further or any next steps.


 


Please let me know you received this.


 


Warm Regards,


 


Bruce McReynolds


Director


 


Personal Care | Homemaking | Companionship


 


1400 Battleground Ave. Suite 122, Greensboro NC 27408


Office 336.285.7477 / Cell 336.686.2262 


www.GriswoldHomecare.com/Burlington-Greensboro


    https://www.facebook.com/GriswoldHomeCareBurlingtonGreensboro/


 


 


 


 


 


The information contained in this e-mail may be privileged and/or confidential, and is intended only for the use of the recipient(s) named above. If you are not the intended recipient, any review, distribution or copying is strictly prohibited. 


 


 


From: Baker, Tori <tbaker@allegacy.org>


Sent: Friday, March 1, 2019 7:39:42 AM


To: Bruce McReynolds (GHC)


Subject: Allegacy Federal Credit Union 


 


Good morning Bruce,


 


Kudos on our mini retreat yesterday!  I think we walked away with a lot of great ideas for additional fundraising and our focus groups seem to heading in the right direction.


 


I’ve attached the information that we would need for your company to become one of our select employer groups.  Once the paperwork is completed feel free to email it back to me. If we receive the paperwork sometime today we can present it to our board this month and then have your company set up in our system by the end of the month.  Let me know if you have any additional questions.


 


Listed below is an overview of some of the banking services that we offer to help meet our members financial needs.



 
  
   Checking

   
    
     SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.

    

   

   Savings 

   
    
     Accounts, Holiday and Vacation Clubs, Certificates, Money Markets and IRAs

    

   

   Loans 

   
    
     Auto - as low as 3.19% New and Used

     
      
       We also offer an auto buying service at no additional cost

      

     

     Mortgages 

     
      
       15 year and 30 year Fixed, VA and FHA

       5/1 and 7/1 ARM

      

     

     Equity 

     
      
       Up to 100% of the value

      

     

     Credit Cards 

     
      
       No annual fees

      

     

    

   

  

 




 


Key Benefits At A Glance:



 
  
   No-surcharge ATMs 

   
    
     Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.

    

   

   Free Online Banking

   
    
     WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!

    

   

   Visa Check Card

   Convenience Services

   
    
     Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.

    

   

  

 




  


Sincerely, 


 


Tori


Description:
Good morning Bruce,


 


I would like to welcome New Age Care Services to the Allegacy Family!  You and your employees now qualify to become members of Allegacy because of your select employer group status.  I would love to schedule a time sometime in the near future to provide breakfast or lunch for your staff to share this great news!  Let me know what would work best for you.


 


I look forward to helping you and your staff!


 


Bests,


 


Tori


Description:
Bruce,


 


I have the following dates available.  


 


Tuesday, July 9th


Wednesday, July 10th


Tuesday, July 16th 


Wednesday, July 17th


 


Let me know what would work best for you.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Bruce McReynolds (GHC) [mailto:bruce.mcreynolds@griswoldhomecare.com] 


Sent: Friday, June 28, 2019 10:50 AM


To: Baker, Tori


Subject: Re: Focus on what's possible.


 


  


 


Tori,


Most days Tuesday-Thursday. Lunch would be best. (can be something simple). Let me know what works best for you so we can plan to have everyone here. The max attendees will be 7 people.


 


Regards,


 


 


Bruce McReynolds


Director


 


Personal Care | Homemaking | Companionship


 


1400 Battleground Ave. Suite 122, Greensboro NC 27408


Office 336.285.7477 / Cell 336.686.2262 


www.GriswoldHomecare.com/Burlington-Greensboro


Error! Filename not specified.    https://www.facebook.com/GriswoldHomeCareBurlingtonGreensboro/


 


 


 


 


 


The information contained in this e-mail may be privileged and/or confidential, and is intended only for the use of the recipient(s) named above. If you are not the intended recipient, any review, distribution or copying is strictly prohibited. 


 


 


From: Baker, Tori <tbaker@allegacy.org>


Sent: Friday, June 28, 2019 10:46:28 AM


To: Bruce McReynolds (GHC)


Subject: RE: Focus on what's possible. 


 


Bruce,


 


Sounds good.  When’s a good time to meet with your office staff?  I can provide breakfast, lunch or a snack for the office staff.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Bruce McReynolds (GHC) [mailto:bruce.mcreynolds@griswoldhomecare.com] 


Sent: Friday, June 28, 2019 9:56 AM


To: Baker, Tori


Subject: Re: Focus on what's possible.


 


  


 


Tori,


A brief meeting with our office staff would be great. Since most of our 150 employees are out in the field with clients, having a group meeting is pretty challenging. 


 


Our office staff includes our HR Director, Care Coordinators and RN. Presenting to this team will probably suffice along with some type of flyer or one-pager we can give to employees (if you have an electronic version we can print and email, that would be great)


 


 


Bruce McReynolds


Director


Description:
Bruce,


 


I have the following dates available.  


 


Tuesday, July 9th


Wednesday, July 10th


Tuesday, July 16th 


Wednesday, July 17th


 


Let me know what would work best for you.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Bruce McReynolds (GHC) [mailto:bruce.mcreynolds@griswoldhomecare.com] 


Sent: Friday, June 28, 2019 10:50 AM


To: Baker, Tori


Subject: Re: Focus on what's possible.


 


 


Tori,


Most days Tuesday-Thursday. Lunch would be best. (can be something simple). Let me know what works best for you so we can plan to have everyone here. The max attendees will be 7 people.


 


Regards,


 


 


Bruce McReynolds


Director


 


Personal Care | Homemaking | Companionship


 


1400 Battleground Ave. Suite 122, Greensboro NC 27408


Office 336.285.7477 / Cell 336.686.2262 


www.GriswoldHomecare.com/Burlington-Greensboro


Error! Filename not specified.    https://www.facebook.com/GriswoldHomeCareBurlingtonGreensboro/


 


 


  


 


From: Baker, Tori <tbaker@allegacy.org>


Sent: Friday, June 28, 2019 10:46:28 AM


To: Bruce McReynolds (GHC)


Subject: RE: Focus on what's possible. 


 


Bruce,


 


Sounds good.  When’s a good time to meet with your office staff?  I can provide breakfast, lunch or a snack for the office staff.


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Bruce McReynolds (GHC) [mailto:bruce.mcreynolds@griswoldhomecare.com] 


Sent: Friday, June 28, 2019 9:56 AM


To: Baker, Tori


Subject: Re: Focus on what's possible.


 


  


Tori,


A brief meeting with our office staff would be great. Since most of our 150 employees are out in the field with clients, having a group meeting is pretty challenging. 


 


Our office staff includes our HR Director, Care Coordinators and RN. Presenting to this team will probably suffice along with some type of flyer or one-pager we can give to employees (if you have an electronic version we can print and email, that would be great)


 


 


Bruce McReynolds


Director


Description:
Hi Bruce,


 


I have the following dates available later this month from 1pm -2pm.  Let me know if any of these dates will work best for you.


 


Wednesday, July 24th


Thursday, July 25th


Friday, July 26th


Description:
Hi Bruce, 


 


You’re welcome!  Yes, July 24th works for me.


 


 


Sent from my iPhone


 


On Jul 11, 2019, at 8:23 AM, Bruce McReynolds (GHC) <bruce.mcreynolds@griswoldhomecare.com> wrote:


  


 


Tori,


 


Thanks again for accommodating our scheduling issue this week.


Does Wednesday Juyl 24th 1:00pm-2:00pm still work for you?


If so, lets plan on that.


 


Just let me know.


 


Regards,


 


 


Bruce McReynolds


Director


Description:
Tori, 


 


I have not forgotten you. Things are just a little nuttier than normal. J I will reach out soon. Thanks. 


 


Christine McElvey


Description:
Great!  I touch after Thanksgiving and see if you want to put something on the calendar December or after the first of the year. 


 


Happy Thanksgiving!


 


 


On Nov 20, 2018, at 10:54 AM, Christine McElvey <christine@tprcbroadband.com> wrote:


  


 


Sounds good. J 


 


Christine McElvey


www.tprcbroadband.com


office(336)285-7497


cell(336)207-8619


fax(336)285-7498


 


The information contained in this transmission may contain privileged and confidential information. It is intended only for the use of the person(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Tuesday, November 20, 2018 10:44 AM


To: Christine McElvey


Subject: Welcome to the Allegacy Family!


 


Good morning Christina,


 


I would like to welcome TPRC Broadband to the Allegacy Family!  You and your employees now qualify to become members of Allegacy because of your select employer group status.  I would love to schedule a time either in December or after the first of the year to provide breakfast or lunch for your staff to share this great news!  Let me know what would work best for you.


 


I look forward to helping you and your staff!  


 


Bests,


 


Tori


Description:
Yes, having it filled out now. Thanks. 


 


Christine McElvey


 


Good Morning Christine,


 


I hope all is well! I wanted to touch base about our discussion about TPRC becoming one of our select employer groups.  Are you still interested in becoming one of our select employer groups?  Do you have any additional questions about the program?  


 


Here’s  a quick overview of the products and benefits available for you employees.


 



 
  
   Checking 

   
    
     SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees. 

     We’ll also refund up to $25.00 in ATM fees per statement cycle with our SmartRate Checking accounts. 

    

   

   Savings  

   
    
     Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs 

    

   

   Loans  

   
    
     Auto - as low as 2.94% New and Used 

     
      
       We offer an auto buying service at no additional cost 

       New or Used 

      

     

     Mortgages  

     
      
       15 year and 30 year Fixed, VA, FHA, and USDA 

       5/1 and 7/1 ARM 

      

     

     Equity Lines 

     
      
       Up to 100% of the value 

      

     

     Credit Cards  

     
      
       No annual fees  

      

     

    

   

  

 




 


Key Benefits At A Glance:



 
  
   No-surcharge ATMs  

   
    
     Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada. 

    

   

   Free Online Banking 

   
    
     WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more! 

    

   

   Visa Check Card 

   Convenience Services 

   
    
     Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education. 

    

   

  

 




 


I’m attaching the information that we would need to offer these great benefits to your employees at no cost to you.  I would be more than happy to provide breakfast or lunch for your employees once we receive the paperwork and have our broad approval. Please feel free to call or email me with any questions.


Description:
I have to check with my secretary. She was filling it out. She is out today. 


 


Christine McElvey


www.tprcbroadband.com


office(336)285-7497


cell(336)207-8619


fax(336)285-7498


 


 


From: Baker, Tori [mailto:tbaker@allegacy.org] 


Sent: Monday, November 5, 2018 9:56 AM


To: christine@tprcbroadband.com


Subject: RE: Allegacy


 


Good morning Christine,


 


I hope you enjoyed your weekend!  I wanted to touch base about the paperwork for TPRC to become one of our select employer groups.  It would be nice to be able to submit it to our board this month.   Is it possible for you to email the paperwork to me today or tomorrow?


 


Bests,


 


Tori


Description:
Hi Tori – I look forward to meeting you.  Just an FYI, sometimes the Lusk doesn’t open for us until 8:30, so there is a chance we won’t be able to get in until then.


 


Thanks Carolyn.


 


Cynthia Daniel, SPHR, SHRM-SCP


Human Resources Director


 


Partnership for Community Care


1050 Revolution Mill Drive, Studio 4


Greensboro, NC 27405


P: 336-235-0936


F: 336-252-3762


C: 336-944-5124


 


From: Carolyn Hubbard <CHubbard@P4Care.org> 


Sent: Friday, June 7, 2019 8:57 AM


To: Baker, Tori <tbaker@allegacy.org>


Cc: Cynthia Daniel <CDaniel@P4Care.org>


Subject: Upcoming Staff Meeting on June 26, 2019 - Breakfast & Presentation


Importance: High


 


Good Morning Tori,


 


Great to see you yesterday at the HRMag meeting.


 


Our Staff meeting starts at 9:00 am, so if you want to get there around 8:15 am to set-up, I can meet you there to help.


 


There will be around 63 employees and we have an employee with nut allergies.


 


The Staff Meeting will be held at:


 


The Lusk Center


 2501 Summit Ave, Greensboro, NC 27405


 


Thanks again!


 


 


Carolyn Hubbard, SHRM-CP


Description:
Hi Ms. Nedwick,


 


I hope you’re having a great day!  I’m sure you’re pretty busy so I thought it might help to send you an email.


 


My name is Tori Baker.  Allegacy recently opened a new branch near your location.  We’re located on Glenwood Ave off of Gate City Blvd in the UNCG Millennial District.  The reason I’m reaching out is to let you know that you and your employees qualify to become a member at Allegacy Federal Credit Union.  


 


We’re a full service financial institution.  We offer checking accounts without the balance requirements and maintenance fees that the big banks charge.  We also offer holiday and vacation clubs, auto buying service, auto loans, equity lines, mortgage and much more.


 


I was wondering if you would have sometime in the near future that me and my financial service center manager could stop by and introduce ourselves.


  


http://www.allegacy.org/ Tori Baker


Senior Business Development Specialist, Business & Community Development


Description:
In cleaning up database, I found a profile with ID #645 with no activities, Contact info, etc but the Company name was listed as 645. I also founda separate profile for Wendover OB/GYN and Infertility that had all activities, contact information, etc but no ID#. In researching other department files, I found that ID 645 is Wendover OB/GYN. Because it held all of the data for members, shares & loans, I transferred all of the info from the profile without an ID into this one and changed the status to Active.


Description:
I am forwarding your email to another associate who handles these types of events.


Inez


 


Inez Elliott 


Senior Manager | Global People & Development


“To inspire the dream of a better life through authenticity and timeless style”


 


RALPH LAUREN


1140 Tarrant Road 


Greensboro, NC 27409


Office (336) 323-5569


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, September 04, 2019 11:14 AM


To: Elliott, Inez (US) <Inez.Elliott@RalphLauren.com>


Subject: Hi


 


Hi Inez,


 


I hope all is well!  I wanted to touch base and see if we could schedule a time in the near future to bring a special treat for your employees.  We have opened a new branch in High Point and we would love to share the great news.  Do you have some time in the near future that we could visit with your employees?


Description:
Hi, Tori:


 


Thank you for your work on this “project” for us.  I know I’m asking you to do some manual work on this form.  What would help us the most is to provide a half-page, very brief summary of Allegacy’s products and services that we can put on the back of our direct deposit form (or the electronic equivalent of the back of the form).  Very honestly, I am asking our banking partner to provide us with similar information on their products and services that might be helpful to our employees.  This way employees who may be interested in either a credit union or a bank have a starting place.  I can communicate more detailed information on Allegacy through our “Employee Communication System” screens in our lobby and breakroom.


 


Thank you very much for your help.


 


Best regards,


Description:
In cleaning up database, saw that this profile had the company name as 619 and had no Status listed.  Researched and found that this SEG ID belongs to CJMW Architects. Researched online and saw that his company is still in operations so added name, address, etc and changed the status to Active.


Description:
Yes, exactly what I’m looking for.


 


Thanks for your help and have a great weekend!


 


Best regards,


 


 


Gregg Danzer


Director of Human Resources


Graham Personnel Services


 


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Friday, March 29, 2019 9:33 AM


To: Gregg Danzer <gdanzer@grahamjobs.com>


Cc: Amy Monroe <amonroe@grahamjobs.com>; Will Graham <wgraham@grahamjobs.com>


Subject: RE: Allegacy visit


 


Gregg,


 


I apologize for the delay.  Will this work for you?


 


Allegacy Federal Credit Union overview of the products and benefits available:


 






·         Checking 








o    SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.


o    We’ll also refund up to $25.00 in ATM fees per statement cycle* with our SmartRate Checking accounts.











·         Savings 








o    Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs











·         Loans 








o    Auto - New and Used 








§  We offer an auto buying service at no additional cost


§  New or Used











o    Mortgages 








§  15 year and 30 year Fixed, VA, FHA, and USDA


§  5/1 and 7/1 ARM











o    Equity Lines 








§  Up to 100% of the value











o    Credit Cards 








§  No annual fees 


























 


Key Benefits At A Glance:






·         No-surcharge ATMs 








o    Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.











·         Free Online Banking 








o    WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!











·         Visa Check Card


·         Convenience Services 








o    Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.


Description:
Hi, Tori:


 


I FINALLY updated our direct deposit form with information on Allegacy FCU.  The only thing I didn’t see was the contact information you wanted new Graham employees to use to reach Allegacy.  I know I could find the information on your website, but I didn’t know if there was a more specific web address than www.allegacy.org and I would also like to have a phone number and email address.  We can then make the information “live” to our new employees and do an email blast to existing employees.


 


Thanks,


Description:
Thanks, Tori!


 


Sent by Gregg Danzer  from my BlackBerry 10 smartphone on the Verizon Wireless 4G LTE network.


  


From: Baker, Tori


Sent: Wednesday, June 5, 2019 10:10 AM


To: Gregg Danzer


Subject: RE: Allegacy visit 


 


 


Hi Gregg,


 


I apologize for my delayed response.  336-774-3400 goes to our call center.  Derek Carte will be our manager at the Palladium location.  His email address is dcarte@allegacy.org


Description:
Hi Gregg,


 


I hope your week is off to a great start!  I wanted to touch base to see if I could schedule an onsite visit with your employees.  I have the following dates available to provide breakfast or lunch for your staff Thursday, March 28th or Friday, March 29th.  Will either one of these dates work for you?


Description:
Hi, Tori:


 


I don’t know that I want to commit to a breakfast right now due to other things we have going on right now.  I am in the process of updating our direct deposit form since we’ve recently changed our software system.  To that end, if you can send me a one page flyer or handout that I can incorporate with our direct deposit form for new hires, I will make sure that all of our employees have the opportunity to sign-up with Allegacy.


 


Thanks,


Description:
In cleaning up database, I found this profile with the ID# 24 and the company name listed as VA. Could locate no information for that name so through other research I found that this number has been assigned to North Meck Soccer Club Association - Members. Updated the profile page.


Description:
Tracy,


 


Here’s the paperwork that we would need.  It would be great if you could fill out paperwork and email back to me in the next week or two.  This way we would be set and good to go at the first of the year.  Feel free to contact me with any questions.


 


Tori


Description:
Stopped by to ask about the SEG paperwork.


Description:
Paperwork is ready to be sent to become a SEG


Description:
Good Morning Christine,


 


Thank you for taking some time out of your day yesterday to speak with me and Tori about Allegacy business services.  


 


It was nice being able to put a face with the name!  It was also interesting that you and Tori have some of the same connections thru school J.  Sometimes it truly is a small world.


 


Attached is the Select Employer Group letter and form that we referenced during our visit.  All that is needed on the letter is a date at the top, your president’s name and title at the bottom and then print on your letterhead.  You can scan and return the letter and form to either me or Tori to start the acceptance process.  Tori will circle back with you once you have been approved to set up a time to meet with your employees.  She will also be your direct contact with any questions about the Select Employer Group process.


 


Thanks again for your time with this paperwork, I know you’re very busy.  We look forward to working with you and your employees by offering this special benefit.


 


Have a great day!


 


Wendy Staz


Description:
In my cleanup of the database, I saw that this SEG ID status was Lost. Since it had an ID#, I researched it and found that the compnay was in our charter and still open.  I updated the profile page and changed the status to Active.


Description:
Stopped by with Hall Roberts. Got the phone number for Sarah Maxwell, but need to call to set up an appointment


Description:
Stopped by with Hall Roberts this afternoon and determined that we need to reach out to Kenny Meredith


Description:
Spoke with Shannon regarding an on-site and she will bring it up with Pam (Administration); seemed very receptive, although caught her as she was experiencing a sudden death in the family.


Description:
Sent email to Ursula to see if we could schedule an onsite.


Description:
Talked with Tom Golliday to see if we could schedule an onsite.  Company is now part of Advance Auto Parts.  He needs to check to see if we're allowed onsite.


Description:
Talked with Valerie and Pauline about scheduling an onsite.  We are scheduled for Tursday, Sept 26th from 8am-9am.  They would like biscuits from Biscuitville.


Description:
Called Sarah Maxwell and spoke with her briefly. They don't partner with financial institutions because they don't want to give the perception they are endorsing someone that may take advantage of one of their employees.


Description:
Emailed Heather to try and catch up for a meeting.


Description:
I meet Karen at the Guilford County Health Fair.  She was leaving Guilford County for Furnitureland South.


Description:
Reached out via LinkedIn.  Scheduled a time to meet for lunch Sept 24th.


Description:
Researched online and review previous activities and found that the company has closed. Changed status to Closed.


Description:
Received new SEG paperwork from Lorrie in ABS. Processed through NCUA FOMIA and received approval.


Description:
Sent to Judy for September Board approval.


Description:
Via LinkedIn messaging...We are hosting a wellness fair here at FLS on October 16th. We currently do not have a credit union partner. Would Allegacy be interested? If so, can you check that date as well as send me your corporate partnership information?


Description:
Initial onsite at HQ in Dobson; breakfast meeting with about 25 people.  6 memberships brought to Rockford brnach.


Description:
Initial onsite at Elkin branch; 4 employees fro a lunch meeting; 1 membership brought to Rockford branch


Description:
Initial onsite at the Lexiongton branch.  Monica Wilson from Stafford Village joined me.  5 memberships broght back by Monica oput of the 8 employees at lunch meeting


Description:
Attended Health & Wellness Fair with benefits. Good event but a number of members already there. Gave out many $5 cards and got a mortgage referral.


Description:
Stopped by on calling blitz.  Lisa Walters is the Manager at the Eastchester location.  Her dad is considering moving personal accounts to Allegacy and open a CD


Description:
Reached out to Dianne Berberich.  They currently offer their employees the BB&T at Work program.  They are not interested in adding another financial institution.


Description:
Yes, we can!  I’ll send you a calendar invite. 


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Kim Trifari [mailto:ktrifari@brightplastics.com] 


Sent: Wednesday, January 23, 2019 4:47 PM


To: Baker, Tori


Subject: RE: Hi


 


   




Can we do Lucky 32 closer to around 12:30?


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, January 23, 2019 4:15 PM


To: Kim Trifari <ktrifari@brightplastics.com>


Subject: RE: Hi


 


Great!  Would you like to meet at Lucky 32 or Green Valley Grill around 11:45ish or 12:00ish?


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Kim Trifari [mailto:ktrifari@brightplastics.com] 


Sent: Wednesday, January 23, 2019 4:07 PM


To: Baker, Tori


Subject: RE: Hi


 





   




Let’s shoot for February 5th.


 


 


Kimberly Trifari | Human Resources Manager


 


4833 W. Gate City Blvd   |   Greensboro, NC 27407


PO Box 77634   |   Greensboro, NC 27417-7634


p 336.668.3636 X151  |   d 336.814.4728   |   f 336.668.3667    |   


w www.brightplastics.com


 


 


 


From: Baker, Tori <tbaker@allegacy.org> 


Sent: Wednesday, January 23, 2019 11:24 AM


To: Kim Trifari <ktrifari@brightplastics.com>


Subject: Hi


 


Hi Kim,


 


I hope all is well!  I know you said the end of the year was really busy.  We had discussed getting together for lunch at the beginning of the year.  I wanted to touch base and see if you’re available for any of the dates listed below.


 


Friday, Jan 25th


Thursday, Jan 31st 


Friday, Feb 2nd


Tuesday, Feb 5th 


Friday, Feb 8th


 


I look forward to catching up!


 


Also, I don’t know if you heard the news.  We’re opening a new branch in Guilford County later this year.  It will be in the High Point/Palladium area between Wendover and HWY 68.


 


Bests,


 


Tori


Description:
Hi Kim,


 


I’m sorry you’re not feeling well!  There seems to be some stuff going around.  We’ve had a lot of people at work out sick.  


 


I can reach out to you next week or you can let me know what works best for you.


 


I hope you feel better soon!


 


Bests,


 


Tori


 


_______________________________________


  


Tori Baker


Allegacy | Senior Business Development Specialist, Business & Community Development


P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org 


 


 


From: Kim Trifari [mailto:ktrifari@brightplastics.com] 


Sent: Tuesday, February 05, 2019 9:37 AM


To: Baker, Tori


Subject: RE: Lunch today


 


 




 


Tori:


 


Unfortunately I cannot make it, I have a terrible head cold and had you not reached out it would have slipped my mind.  But I would still like to meet up.  Can we re-schedule.


Description:
Good morning Kim,


 


I hope you’re feeling better!  


 


I wanted to touch base and see if you’re available for lunch Wednesday or Friday this week.


 


Tori


Description:
Kim,


 


Thank you for meeting me for lunch!  It’s great that both are teenagers are attending UNC Charlotte and are in the same Hall.  It’s a small world after all. J


 


At Allegacy our number one priority is to help members make smart financial choices. As a not for profit financial institution, we solely exist to serve our member-owners. Membership is established by companies like Bright Plastics choose to offer the credit union as an additional benefit.


 


We understand the importance of a rich benefits package to attract and retain talented employees. Offering Allegacy as a credit union option for your employees, will provide a safe, sound financial entity that exists solely to serve their best interests. And in turn, it adds value to your benefits free of charge.


 


Here’s  a quick overview of the products and benefits available:


 



 
  
   Checking 

   
    
     
      SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees. 

      We’ll also refund up to $25.00* in ATM fees per statement cycle with our SmartRate Checking accounts. 

     

    

   

   Savings  

   
    
     
      Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets, IRAs and HSAs 

     

    

   

   Loans  

   
    
     
      Auto - as low as 3.19% New and Used 

      
       
        
         We offer an auto buying service at no additional cost 

         New or Used 

        

       

      

      Mortgages  

      
       
        
         15 year and 30 year Fixed, VA, FHA, and USDA 

         5/1 and 7/1 ARM 

        

       

      

      Equity Lines 

      
       
        
         Up to 100% of the value 

        

       

      

      Credit Cards  

      
       
        
         No annual fees  

        

       

      

     

    

   

  

 




 


Key Benefits At A Glance:



 
  
   No-surcharge ATMs  

   
    
     
      Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada. 

     

    

   

   Free Online Banking 

   
    
     
      WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more! 

     

    

   

   Visa Check Card 

   Convenience Services 

   
    
     
      Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education. 

     

    

   

  

 




 


I’ve attached the information that we would need to have Bright Plastics added as one of our Select Employer Groups.   Please feel free to call or email me with any questions.


 


Bests, 


 


Tori


Description:
Hi Kim,


 


I hope you’re having a great week!  I wanted to touch base and see if you have any questions about the information or attachments that I sent you.


 


Tori


Description:
Hi Kim,


 


Just stopping by to say Hi!  I hope all is well!


Description:
Talked with Kim via phone we have a tentative date for an onsite Sept 17.  I still need the paperwork.


Description:
Hi Kim,


 


I hope you enjoy your weekend!  Here’s the paperwork that I’ll need to get Bright Plastics set up in our system.  Let me know if you have any questions.


 


Bests, 


 


Tori


Description:
Hi Kim,


 


I hope you enjoyed your 4th!  I wanted to touch base and see if you’ve had a chance to fill out the paperwork  for Bright Plastics to become one of our Select Employer Groups.  Feel free to contact me with any questions.


 


Bests,


 


Tori


Description:
Hi Kim,


 


I hope you enjoyed your weekend!  I wanted to touch base and see if it’s possible to have the attached paperwork filled out and emailed back to me before the end of the week.  We’ll need to have this in order to have Bright Plastics set up in our system before our visit.  Please feel free to contact me with any questions.


 


Tori


Description:
Reached Kim on cell she was in St. Louis follow up next week.


Description:
Hi Kim,


 


I hope you had a great time and enjoyed the cooler weather in St. Louis!!  I wanted to follow up on our conversation.  Do you think you could fill out the attached paperwork and send it back to me by the end of business tomorrow?  I need it in order to set Bright Plastics up in our system.


 


Thank you in advance for your help!


 


Tori


Description:
Stopped by and spoke with Kim.  She stated she would have the paperwork to me by Thursday.


Description:
I spoke with Kim and the computers are down.  She doesn't know if she will be able to do the SEG paperwork.


 


Hi Kim,


 


I hope you had a great time and enjoyed the cooler weather in St. Louis!!  I wanted to follow up on our conversation.  Do you think you could fill out the attached paperwork and send it back to me by the end of business tomorrow?  I need it in order to set Bright Plastics up in our system.


 


Thank you in advance for your help!


 


Tori


Description:
Sent her an email to let her know that I canceled our scheduled onsite and to let me know if she's interested in becoming one of our SEG in the future.


Description:
LM - reaching out on behalf of John Heath


Description:
Onsite enrollment 8 - new members


2 business account referrals


schedule an investment onsite for 9/18 from 9 am - 12


Description:
NaTosha Williams who is a Payroll Admin won our drawing for the $20.00 gift card.


Description:
I met her at Chick Fil A to give her the gift card.  She's interested in them becoming one of our SEG but she will have to talk with her HR Manager.  I will follow up.


Description:
Researched online for employee count and it has reduced from17k to 15k. Updated profile page..


Description:
Had meeting with Kim Ball, Bene Baker, Larry Cozza, and Debbie Brady to discuss reintroducing the Allegacy benefit to their employees. Rene reached out to the call center, but they appear to have been shopping credit union options. Meeting went well; they are very interested in the financial education piece and asked for three references. Gathering references from Wake Forest University, UNCG, and Ingersoll-Rand. Sent referral for the financial education piece to Lori Timm. Updated employee number from 700 to 930.


Description:
Initial on-site at Mt Airy location. Went with Larry Cozza, Hall Roberts. No signups, but had a good conversation with a few current members and discussed HELOC and car loan with a prospect. Brough Jimmy Johns for 8 people.


Description:
Spoke with Tania and she reached out to folks at the practice and none responded with interest in an on-site. Told her I would be swinging by with $5 cards and new member packets for new hires in the coming weeks.


Description:
Left Louise Good a voicemail inquiring as to who the new contact would be for the credit union


Description:
New contact at Greensboro plant is Shane McCorkle. Emailed him on 9.16 to get a meeting to discuss the new branch.


Description:
Emailed Jessica Stanley about Allegacy benefit and to set a meeting for an on-site.


Description:
Jessica responded back and said they were satisfied with their current benefits. I replied and let her know that it was a benefit they already hold and tried again to get an on-site.


Description:
Stopped by and spoke with Jeff Blosse (General Sales Manager).  He stated I would need to talk with David Garbarz about the SEG piece.  He's on vacation in Wyoming this week.  


 


Jeff is interested in talking with Paul Phillips about Indirect Lending.  I sent Paul his contact information.


Description:
Told with Roderick who's a salesman.  He said I would need to speak with Brian Basham – Chief Operating Officer.


Description:
I stopped by to see Brian Basham – Chief Operating Officer.  He wasn't availble I will need to call to make an appt with him.


I did speak with their F&I Manager Shane Bean.  He's interested in our Indirect Lending Program.  I gave his contact information to Paul Phillips for him to follow up with.


Description:
Met with their employees about HSA paperwork and signed up at least 15 people.


Description:
Spoke with Sue as a follow up on her request. She said they did have a few new employees and an on-site could be good. Suggested a Thursday in mid-October. Awaiting confirmation.


Description:
VF closed as a part of the relocation of the company to Denver


Description:
Followed up with Shannon via email on doing an on-site.


Description:
Called to check in and follow up on June call blitz. Said she's given a few out and had some employees sign up. Nothing needed at this time.


Description:
Been trying to get Norm to commit to a roll out plan for the last couple of months. He's been too busy to commit to a plan following a July meeting that discussed ideas.


Description:
Sent follow up from May meeting to see if he needed any $5 cards.


Description:
Monthly email-Shirley Lawson is no longer with the company.  Reaching out to find out who's the new contact.


Description:
Monthly email was blocked Lori Decker.  She is no longer with the company.  Follow up with Michael Young middle of Oct to schedule an onsite.  They are currently short staffed and trying to hire more people.


Description:
Monthly email - Joyce Sides is no longer at Gospel Light.


Description:
Monthly Pat's email was blocked I believe she may have retired even though her vm is still active.


Description:
Sent follow up email to Bobbi Jo after a couple of calls went directly to voicemail


Description:
Sarah is no longer with the company.  They were bought out by Westrock  New contact is Haley.Motsinger@Westrock.com


Her boss is Melanie Crooke who covers multi locations through out the state.


Description:
Dawn Schultz is no longer the Church.  She was the Finance Manager.  I called to get new contact information and no one answered the phone and they don't have an operator.


 


Dawn Schultz is the new Finance Director


Description:
Message was blocked.  Called and lm for Pat to see what we can do going forward.


Description:
Drove by and got business card for Drew Krupp (Operations Manager). Left SEG info.


Description:
Stopped by and got the card of Betsy Gallimore, left SEG info. Larry also filled in on story where he stopped by and spoke with Wayne a couple of years ago and he was very interested, but then seemingly lost interest.


Description:
Stopped by and met Becky and dropped off SEG info. Follow up in a week. She said a lot of them were already members


Description:
Dropped off $5 cards and member packets with Tania. She wasn't in, so will follow up tomorrow


Description:
Dropped off $5 cards with Susan. She wasn't in, so will follow up tomorrow. All employees have an Health Savings Account so the cards are mostly for family members if they need them.


Description:
Have stopped by and called multiple times attempting to get Mary Ann Hehl and she is unresponsive. Continue trying and also try Christy Wicker and Teresa Dickens


Description:
LM to see if we could schedule an onsite.


Description:
Followed up with Betsy on 9/26 and she said she would discuss with the team. Followed up today with an email about becoming a SEG.


Description:
Spoke with Brenda over the last couple of weeks and they have had some downsizing but still want to do the program. She expressed interest today on the phone of including the Asheboro plant in the field of membership. Followed up via email with nearest shared branches, branches, and mobile capability.


Description:
Ryan Blackburn and I visited on call blitz.  Met Fonda and got her phone number.  She is runninig by Javier for a SEG potential.  Follow up scheduled first of the week.


Description:
Stopped by with Hall Roberts and Carla Hooker during Mt Airy call blitz on 10.2. Caught Vicki while she was on a conference call but she had interest in an on-site. Followed up with a call on 10.3.


Description:
Stopped by during 10.2 Mt Airy call blitz with Hall Roberts and Carla Hooker. Lisa is hopeful to speak with owners this month about an on-site. Follow up in November if no word. They are only on one shift right now.


Description:
Stopped by during Mt Airy call blitz on 10.2 with Hall Roberts and Carla Hooker. No one answered at the extensions Hall left a card at the front and a message. Try the following people for follow ups:


 


Christi Smiley x3166


Kathy Lackey x3017


Peggy Sizemore x3165


Description:
Stopped by during Mt Airy call blitz with Hall Roberts and Carla Hooker; this is their busiest time but could have interest in becoming a SEG, expressed interest in exploring payroll.


Description:
Went with Hall Roberts and Carla Hooker during Mt Airy call blitz. Spoke with Jason but he was a little cool to the idea. We assured him that we didn't have to switch over any business banking, that becoming a SEG is completely free to employees and a benefit. Follow up later to see if there is interest.


Description:
Visited on Davie County call blitz with Hall Roberts and Carla Hooker. Caught Dakota and Dakota as they were headed out to a meeting with Javier Lara. Gave information, but they are the marketing firm of Carport Central (owned).


Description:
Went in with Hall and Carla during Mt Airy call blitz. Introduced myself. Hall will give Amanda White $5 cards the next time she is in the branch. They would love a branch in Dobson and the ability to deposit cash and coin on Rockford


Description:
Responded to Fonda's email and sent her the SEG docs/link.


Description:
Spoke with Ruffin about an on-site. Could conincide well with their United Way campaign. Follow up in a week or so, as I caught him coming off of being out for 7 days.


 


Updated employee numbers from 125 to 56


Description:
Emailed to follow up on call in August that caught him at a bad time.


Description:
Left voicemail with Curtis about unrolling SEG membership


Description:
Spoke with Heather, they have two new folks starting in Oct/Nov; reach out in November for a December on-site


 


Heather's cell is (336) 529-3704 and is the best way to reach her


Description:
Still making multiple attempts to reschedule on-site after the postponed it in the early summer, due to lack of employees on campus


Description:
Set on-site for October 22 at 7am with Larry Cozza. Confirmed current employee enrollment of 50. They are coming on as a benefits client as well with a high-deductible plan.


Description:
Caught Elisha Hall on the phone in late September; was at a bad time, prior to a conference and while a lot of systems were down. Called back two weeks later and still a bad time. She said their banking partner offered a similar service and it wasn't a good time. Agreed that it would be ok for me to reach out in 2020, once things have hopefully resolved.


Description:
Sent email with intro and to discuss possibility of an on-site.


Description:
Spoke w/William and confirmed lunch appopintment on 10/25 at Ruby Tuesday along with Hall.  Sent calendar invite to both.


Description:
Sent introductory email to Kim and requested a meeting to chat. Email bounced back with Kim on vacation, but still active. Were once payroll but don't appear to be any longer.


Description:
Attended their Wellness Fair.  We were invited by Centrece Kendall.  She's a former employee of Allegacy.


  


Centrece Kendall, MBA 


Advanced Home Care


Benefits Specialist


Talent Support and Engagement


High Point, NC


Phone: 


Referral number: 336.883.8822


E-mail: Centrece.Kendall@advhomecare.org


Description:
Heard back from Sue, she is going to follow up again with the board to determine dates.


Description:
This year is going to be tough for Ruffin to schedule; sent three dates to consider for January (1/7, 1/8, 1/14)


Description:
Sent follow up email regarding an on-site


Description:
Received email from Irene regarding two day on-site with Segal Group. Packed box with requested items, prepared flyer, email/shipped to Irene.


Description:
Held on-site enrollment with smoothie offer


Description:
Attended on-site with Chick-fil-A breakfast


Description:
On-site enrollment with smoothie offer (1 of 2)


Description:
On-site enrollment with smoothie offer (2 of 2)


Description:
Attended on-site in Hillsville, VA with smoothies


Description:
Attended on-site with smoothie offer in Elkin


Description:
Attended on-site with smoothie offer in Yadkinville


Description:
Attended on-site with smoothie offer in Mt Airy


Description:
Tori Baker attended on-site in Martinsville, VA with smoothies


Description:
Tori Baker attended on-site in Stuart, VA with smoothies


Description:
Attended on-site in Pilot Mountain with smoothies


Description:
Attended on-site in Dobson with smoothies


Description:
Attended morning on-site with Chick-fil-A


Description:
Attended afternoon on-site with Jimmy Johns


Description:
Followed up presentation with on-site for enrollment after school


Description:
On-site enrollment at Pilot Mountain - 3 employees, brought a pizza


Description:
Attending Davie County Resource Fair with Jon Rivera. Handed out a few $5 cards, but attendees were primarily just a handful of older people; produced a home refinance lead from a Davie County employee.


Description:
Nature of relationship is that we provide member packets to HR when they bring on new staff. Dropped off 10 more at Parris's request.


Description:
Dropped off member packets for new employees


Description:
At Parris's request, dropped of 20 new member packets


Description:
Sent email regarding Krispy Kreme donuts available as a fundraiser for DW; replied with interest in setting up an on-site in the New Year.


Description:
Held on-site with Chick-fil-A, signed up one new member. There are a good number of current members currently. They are coming on as a benefits client with HSAs. Emailed Lynne Fazenbaker and offered up my assistance with the paperwork when they roll them out.


Description:
Currently operating 4 10-hour shifts with manufacturing, off on Friday; dye team works separate shift, so overlap made for a 7am on-site on either Tuesday or Wednesday.


Description:
changed name back to Bayada Home Health instead of Pediactrics


Description:
Provided breakfast for the employees and spoke at their employee meeting.


Description:
Emailed Lu Ann about financial education programs, following conversation during our on-site in August


Description:
Emailed Norm about on-site enrollment introduction


Description:
Highland has been bought out by Tex Tech Industries - HQ in Portland, Maine


Description:
PRIMARY SCHOOL


4020 Meeting Way


High Point, NC 27265


(336) 869-0079


 


Oops! Something went wrong.


ELEMENTARY SCHOOL


4191 Mendenhall Oaks


High Point, NC 2765


(336) 869-0079


 


MIDDLE SCHOOL


7847 Clinard Farms Rd


High Point, NC 27265


(336) 869-0079


Description:
Emailed Kim for an update on their decision making of credit union partnership


Description:
Kim called back and said they are going with a credit union with more locations nearby and a more comprehensive financial education plan. She said this in an email, so I am going to set up a time to chat with her next week. The references we provided were chosen because they were larger, educational insitutions, not because they work with us on financial education. She also never followed up with Lori, so I want to have a discussion.


Description:
Greg Keoleian & I took William to lunch.  He is going to review the SEG paperwork and let us know.  He is very happy with Surrey Bank for his commercial needs at the moment.


Description:
Scheduled meeting with Lori Timm to discuss financial education with the Academy's students.


Description:
Following up on the Mt Airy call blitz, got the contact of Wendy Guy (HR Director) from Hall Roberts and gave her a call. They are interested in becoming a SEG and want us to come out to November 7 meeting. Sent over SEG paperwork and will follow up next week.


Description:
Stopped by during Davidson mini-blitz; Christy was on vacation but still the proper contact. Got card.


Description:
Stopped by during Davidson mini-blitz; Tracy was out, left my card.


Description:
Stopped by during Davidson mini-blitz but Sherri was in a meeting. Left a card with Jenny Fitzjarrell


Description:
Stopped by during Davidson mini-blitz. There isn't a real entrance with anyone staffed. Continue to work the phones for a contact.


Description:
Stopped by during Davidson mini-blitz and there isn't a very easy entrance. Didn't know extension to get through to her.


Description:
Stopped by during Davidson mini-blitz and got the name of Scott Claunch as the proper contact. He wasn't available but left business card.


Description:
Received SEG paperwork from ABS, dated October 21


Description:
Emailed Angela Collins, following up on a conversation from mid-2018. Initially, Angela had said they need to table anything related to bringing on the credit union because of changes in their E-suite. Within the last four months, hospital has rebranded from Northern Hospital of Surry to Northern Regional Hospital


Description:
Spoke with Louise Good and tentatively got an on-site scheduled during their open enrollment period (11/11 to 11/22). They run two shifts (1st - 7am-2pm; 2nd - 2:30pm-10:30pm), so goal would be to be there from 11:30-4. 


 


Updated employees from 90 to 123


Description:
Sent follow up email regarding September meeting to see when they want us to plan to come out and speak with corporate in November


Description:
Scheduled on-site for November 20 to go visit their employees from 8:30-10. They run one shift. Updated employees from 60 to 55


Description:
Emailed Sunny & Amy to try and set a time to review the possibility of moving their HSA accounts from Bank of America to Allegacy.


Description:
Emailed to try & get an appointment to discuss SEG.


Description:
Reached out to Christi Smiley via Linkedin for an appointment.


Description:
Spoke with Christy Forney on the phone about doing an on-site. She is going to guage the interest and let me know about whether they want to do an on-site. Updated employee numbers from 42 to 80


Description:
Spoke to Brokers in Charge at their luncheon at Forsyth Country Club along with Bob Church from mortgage.  Got a verbal commitment from Amanda and Samuel to do lunch with KSS from WellQ.


Description:
Talked with Kristen.  She needs a little more time to run this pass her doctors.  Follow up mid- Nov.


Description:
Had lunch with Kristen Moore from Bethany Medical.


Description:
Met Kristen Moore at GMA Afterhours Event


Description:
Attended on-site with Ryan Blackburn (ABS) as they do their initial open enrollment with new client


 


*Update* the contact at CW Electric didn't have on the calendar, so it was rescheduled for 11/7. I was unable to attend on the new date.


Description:
On-site with Pivot Ministries which netted 2 new members and 2 holiday accounts for existing members to meet the program requirements..


Description:
Spoke and followed up with Tracy after call blitz and she said, curtly, that they don't partner with financial institutions to dictate whom their employees need to bank with. Not much opportunity it seems with her there.


Description:
Left VM on Keith's office line about doing a SEG onsite


Description:
Irene Cafaro attended on-site with the Segal Group and handed out 24 packets to employees


Description:
Brought in Davie American Little League as an association via referral from Michael Williams, branch manager in Mocksville. He was working with them on their business accounts based on a community event he and I attended in May at their complex. Paperwork in and under review.


Description:
I met Mike Tedesco at the Don't Wait Golf Tournament.  He said he would like to do business with us since we do business with him.


Description:
Onsite at Oak Branch from 9am-11am


 


Onsite at Green Valley from 4pm-6pm


Description:
Debbie Davis attended on my behalf and presented with Michelle Malone at this meeting.


Description:
Attended employee health fair.  2 new members.


Description:
We did several Financial Workshops for their employees on the 26th.


Description:
Provided Biscuitville for their employees and answered questions.


Description:
Had investment representatives onsite for their employees


Description:
Collaborating with Benefits on an initial onsite today. Signed up 4 members( Including business owner) Very interested in the auto buying service as well.


Description:
Received SEG paperwork from Jim Snyder so that their 10/1 Enrollment date will be finalized.


Description:
Spoke via email with Sue and it is a crazy time of year for them. Part of their staff have been assigned to help out the location at Whitaker Park, so they just haven't been able to get something nailed down. Give until 2020 to reach out again.


Description:
After trying to get her to submit the paperwork over the month of October, stopped by today with cupcakes, per Tori's recommendation. Brenda says she is hopeful to get the paperwork signed, although it is likely that they will do their on-site in 2020 at the earliest.


Description:
Scheduled an on-site for December 3. Will provide lunch. Ruffin wants to do December so that if folks want to do Holiday Club accounts, they can start them in January.


Description:
Lori Timm and I met with Lu Ann and Pamela Braley and had a great conversation with them. Plan is to do at least two financial education sessions with the Upper School (9th through 12th grade). Dates are January 10 and March 13, tentatively. Lower school director  wasn't nearly as enthused, but will see if there is something once he has chance to digest.


 


Upper school holds around 140 students; the two dates will be three one-hour sessions on early release dates.


Description:
Christy emailed back and said they didn't have interest at the time regarding an on-site but to reach back out around the first of the year.


Description:
Received referral from Mia Grant, Digital Banking Representative. Josh and his wife are long-time members and they asked to join the credit union as a SEG for their employees. Sent over paperwork. Josh's cell phone is 336-504-6475, the number he provided to contact upon referral.


Description:
Ryan met with CW Electric and mentioned the SEG element they hold. Plan is to stop by with $5 cards once they are approved, discuss an on-site for when the ATM is up and running.


Description:
Spoke with Wendy and their Executive Director Michael Sink was transferred this week and it came on quickly. Wendy is going to discuss the paperwork next week with the VP and submit next week. Goal is to include something in their open enrollment the week of November 18-22.


Description:
From Irene Cafaro re: November 7 on-site:


 


The second day is always quieter.  That is usually the norm.I gave  out 6 packets only.


All vendors were complaining  that employees where not  coming in to see all of us.    Someone mentioned that a big compliance meeting was going on in the building. I will suggest  next year that 1 day is better  but have  longer hours. The CFO of the company is my contact for  the past 20 years and is a member.


Description:
Attended open enrollment for their benefits rollout. Larry Cozza and I attended with Chad Huff, Lynne Fazenbaker, and Wendy Staz. Enrolled 30 HSAs.


Description:
Attended benefits open enrollment with Larry Cozza. Presenting team was Chad Huff, Keenia Philips, Beth Starling, and Ryan Blackburn. They are introducing a new package with a non-HDHP and an HDHP w/ Health Savings Account. Larry to attend the next two days to assist with 1x1s and paperwork


Description:
Followed up on October call blitz with a phone message and an email.


Description:
Spoke with Heather and she wants a December on-site near the holiday. I sent an email with availability for the week before Christmas.


Description:
Contacts that I have...Valerie Nutt, Administrative Assistant


336-883-7480 & Pauline


Description:
Ben responded that his wife would be the right person to discuss payroll with. Said he would speak with her and touch base for a December meeting.


Description:
Onsite


I always send Karen and Myron an email to schedule an onsite once a year.


Description:
Onsite - had too many cupcakes.  I had 104 speciality cupcakes from Sams.  I only probably could got by with half of that.


I always email Oralia and Susan when I schedule an onsite.  I usuall go here 2 times a year.


Description:
Called Mary Ann to let her know that she won the drawing at HRMAG for the $20.00 gift card.  She asked for a Barnes and Noble gift card.


Description:
Dropped off gift card and spoke with her about our SEG program.  They currently bank with Pinnacle.  She said I could send her some information.


I emailed her information about our SEG program and the SEG paperwork.  She said she would get with Mark to see what he thinks.


Description:
Sent follow up email introducing Russ and asked her to include him on any follow up.


Description:
Attended First Friday at Centric Brands kick off party.  Met some employees and they said to talk with Connie about sitting up at their office.


Description:
Stopped by and talked with Connie.  She works the front desk.  Here email is Cmorton@centricbrands.com 


She asked that I email her the information and that she would pass it along.


Description:
Connie, called me back and said I would need to speak with Matthew but he said he wasn't signing anything. I have called and left a couple of messages but he hasn't returned my phone calls.


  


Matthew.  He will be happy to speak with you on the phone.  His number is:  336.500.8551


Description:
I usually visit them the first of each year and provide breakfast for the staff.


Description:
I met Michael Tedesco at the DW Golf Tournament.  He stated they do a lot of business with them and he wanted to do some business with us.  He gave me his card and asked me to follow up with him.


Description:
Maru (who is a female) sent me the SEG paperwork.  Unfortunatley the letter was not signed.


Description:
This is who I have been talking with at Bethany.  She became a member at our Palladium Branch.


Kristen Moore


Executive Assistant to Dr. Lenny Peters, M.D., M.R.C.P.


Marketing & Development


Bethany Medical Center


Lenny Peters Foundation


Office: 336.883.0029  ext. 2245


Cell: 419.706.4755 


www.bethanymedicalcenter.com


www.lennypetersfoundation.org


Description:
Tori,


 


Below are suggested times. These times can be adjusted depending on activity level.


 


 


Tuesday – May 14th 


Plant 4:  8:30am – 11am


Plant 5:  11:30am– 12:30pm


Lunch: 12:30 pm– 1:30pm


Customer Service/Delivery Loading: 1:30 – 3:00 pm


 


Wednesday, May 15th


Plant 5:  9:00am – 10:00am


Plant 4:  10:30 am– 11:30am


** Bonnie is your contact for all Madison locations.


 


Thursday, May 23rd – Winston Salem


Office – 9 am – 11 am


** Tara is your contact for the WS office.


 


Flyers with dates will be great.  Let me know if you have further questions,


 


Thanks,


 


 


 


Nancy Tulloch-Moore


HR Manager


634 Lindsay Bridge Road


Madison, NC  27025


ntulloch@pinehallbrick.com 


P  336-548-6007


F  336-548-6140


Description:
This is the latest contact I had.


Kayleigh Cannon <kayleigh.cannon@emsbilling.com>


Description:
Went with Jon Rivera to on-site during lunchtime. Ran from 12pm to 2:30pm so as to catch second shift coming in (much smaller). Brought pizza and signed up 5 new members. 


 


Louise's cell phone is 704-301-6973. They have direct deposit but not everyone is signed up on it. Said they have a young workforce that many don't have bank accounts.


Description:
Scheduled an on-site for the Greensboro satellite office on 12/11 


 


Kristy Caldwell - 3402 W. Wendover Ave, Suite H, Greensboro, NC 27407 - 336.217.1420 or 336.816.4828 w/ kcardwell@theresource.com


Description:
As she was leaving, Tori said to reach out in January to Brooke about an on-site in the first of the year


Description:
All five of the on-site membership applications from earlier this week did not qualify for the savings and checking accounts for which they applied.


Description:
Had a very good on-site during the morning with Larry Cozza. Brought Chick-fil-A and one member sign up, but the conversations were great. Many with interest in car loans, HELOCs, refinancings.


Description:
Had questions related to a holiday club; seem likely to sign up; follow up first week of December. Beeson currently banks with Pinnacle and they no longer offer holiday clubs


Description:
Received paperwork from Dorsett. They had been targeted in June Davie blitz as a SEG and by benefits. Dorsett coming on as a benefits client and SEG. They will be transitioning their HSAs from BB&T to Allegacy.


Description:
Attended annual Thanksgiving dinner for employees with Greg K. Met Marie and left $5 cards and new member packets for new hires.


Description:
Scheduled on-site to discuss HAS rollover for employees currently enrolled in HDHP. Will attend with Larry Cozza


Description:
Received incoming email from Contact Center; new HR rep reached out to set an appointment; 12/4@10:30AM at PIU


Description:
Spoke at a Lunch & Learn for the team to announce Allegacy as being added to the team's benefit package.  CFO joined us too.  Brought 3 memberships to Spartan Village.  Much interest and will try to join their annual enrollment in March.  Jon Rivera joined me too at the event!!


Description:
Took 20 new member packets to their office.  Karen from WellQ met with us.  Much interest in WellQ.  Sharon has a medical background.  We are to schedule follow ups for AFCU & WellQ in February.


Description:
Spoke with Brenda Chandler about SEG paperwork. They are taking on a new payroll system and want to push SEG element to January.


Description:
Kristy wants to reschedule on-site for January


Description:
Found this group had not been setup in SEG MGR while working on SEG segmentation in prep for 2020.  Pulled info off the website and drove to location to confirm.  Pulled the scanned SEG docs and found the name of the gentleman who signed up and via Linkedin found that he is still in his position.  Reached out to him via Linkedin and will follow up after the first of the year if no reply.


Description:
Confirmed that Parks closed their Mazda dealership in High Point and that the new Mitsubishi dealership is part of Vann York via Parks contact


Description:
Taylor Turner no longer at SEG. SEG has undergone significant changes in the last couple of years due to racially discriminatory hiring allegations. Search for new contact.


Description:
New contact. Barry Hubert has replaced Scott Martin as of November 4


Description:
Melanie Crooke in HR is no longer with Multi Packaging Solutions


Description:
Valerie replied to monthly email, asking if it was alright for them to post on their webpage. Monthly email discussed commercial accounts and business services, so we absolutely said it is alright to post. I also introduced myself, as this was the first correspondence since Tori's departure.


Description:
Spoke w/Debbie Davis to try and set up an appointment.


Description:
Stopped by to try and speak with Heather.  She was in a meeting.  Was told she had just spoken too Lara-Ashely from ABS.  Emailed Ashley to try and collobarate on the renewal.  Wish me well!!!


Description:
Spoke w/Lara-Ashley from ABS and she will be setting up a meeting for CEO and Biz D


Description:
Norm followed up on monthly email, saying that he wanted to just roll out his benefit remotely to his employees. I sent him the digital membership application, the Intro to Allegacy PDF, and offered to do an on-site for his office staff.


Description:
Received message back from Regina Davis regarding meeting with Mr. Youngs from corporate on January 9 at 8am. Will attend with Connie, Larry.


