“Your professionalism, preparation and integrity make you one of my most valued resources on financial services’ issues. Any organization that utilizes your talents, skills and desire for excellence will benefit. You will discover and receive value from Jeff Rendel – on and off the platform.” – Congressman Gary Miller (R – California)
“Belief. This straightforward, yet commanding concept is a guiding principle for our organization—we believe in our customers, our colleagues, and in the communities we serve. Your keynote session for our annual meeting was entertaining and timely but, more importantly you spoke of practical ways to put that belief into action. We are committed to the next 100 years of First United and are we are committed to authentically living out our belief.” – David Anderson, Vice President of Organizational Development, First United Bank
“Your ‘One Percent Banking’ philosophy hit the mark. Our duty is much greater than earning the opening piece of business – it’s creating a lifetime of commerce with each client. When we distinguish the actual worth of our customers, we can make improved strategic and tactical decisions. As leaders of financial institutions, the more our clients understand the current and lifetime profitability of their customers, the closer they get to elite levels of sales and service. That’s a hands-on message we can, literally, take to the banks.” – Christine Clarke, Associate Director of Affiliation, Sheshunoff Consulting + Solutions
“Extreme business competition has made countless products and services exchangeable, and made price the decisive determinant for consumers. When customers recognize they can get the same product at a lower price from someone else, they will. That is, unless you present them with something they can’t get anywhere else. Your program and proclamation that ‘Satisfaction is worthless and commitment is priceless’ showed us how to break out of the commodity snare and craft loyalty that prevails over the power of pricing.” – Jason McHugh, Events Administrator, Members United Corporate Federal Credit Union
“With the U.S. economy in flux, there has never been a more vital time to be brilliantly savvy at working with, managing, and retaining the best and the brightest. Every manager needs to recognize that, with a widening generation gap, relating to all generations – and bridging the gaps – is crucial to success. Your astute, well-researched, funny, and practical program was loaded with take-it-back-to-the-office tips and techniques that we can put to use without delay.” – Georgia Boudreaux, Vice President – Training Director, Teche Federal Bank
“At a time when first-rate leaders at all levels of an organization are exceedingly needed, your dare for us to be unique confirmed what excellent leadership and service really looks like. Your well-timed facts, relevant examples, and engaging stories were rich with compelling insights and success strategies. With focus and renewed motivation, we are dedicated to the growth of our organization as a world-class crowd-puller.” – Esmeralda Vasquez, Marketing & Training Specialist, Caltech Employees Federal Credit Union
“Leadership and customer service speeches can be a dime a dozen and not survive past the ballroom doorway. Your remarks for our emerging leaders endured because it was research-based, no-nonsense, and personal. It shed light on how up and coming leaders can take these practices, and work them into their professional lives on a moment-by-moment basis. Your original facts, innovative real-life examples, and updates on leading in a wild-and-crazy economy provided hard evidence for what appears a soft topic.” – Stacey Langford, Vice President, Member Services, Arizona Bankers Association
“Boards of Directors have changed in recent years – for the better. Your keynote sessions with our leaders provided the leadership that our Boards need to move from just being functional and in full compliance, to making an influential contribution. These leaders are prepared to make the changeover to becoming an elite benefit for their credit unions.” – Laura Parrish, Education Director, Kentucky Credit Union League
“Across the country, there is a developing consensus that community investment – time, money, and resources – is an exceptional benchmark that consumers utilize to measure and reward business performance. However, becoming a better corporate citizen is not as easy as posting slogans in the office canteen. What matters most is building a business that echoes the core values of our members. When our products, services, and activities cause our members’ communities to be improved places to live, work, and do business – we both win. That’s an impressive template that we are delighted you shared with us.” – James L. This, President, The Paragon Consulting Group
“What our organization – front line to senior management – found most helpful was the technique in which you described how top-notch companies produce their legendary reputations for customer service. Even better, you revealed the practical principles behind extra special customer service. If a company wants to be the Nordstrom or Ritz-Carlton of its industry, your session is a great guide. It will assist any company in search of systems, tools, and a culture that leads to delighted, loyal customers.” – Cathy Jordan, Liberty Bank (Iowa)
"Many speakers will tell you that fantastic member service matters. You showed us why and how to make it come about -- for our members and each other -- at all levels of our credit union. Any organization that puts your common sense approach into practice will soon reap the benefits of everyday excellence." -- Mary Lou Morrison, Employee Performance Specialist, Eli Lilly Federal Credit Union
“In life and business, relationships are significant, but trust is everything – particularly when change is all about. Trust is the original building block as we lead change – for our members, for our colleagues, and for ourselves. Your brief time with us is helping to garner a culture of true commitment vs. a whirlpool of wishful thinking through forced conformity. At the end of the day – and on to the next change – we want the highest level of trust from those counting on us most.” – Philippe Asselin, Vice President, Human Resources, Tyndall Federal Credit Union
“We live in an age of too much noise, too much confusion, too many choices, too many channels, and too much spam. Old ways of sales and service don’t work. Your sessions, though, detailed the handful of strategies that do succeed. Perhaps more important, you showed us how to enlist everyone in our organizations in the sales, service, and marketing efforts – even if it’s not in their department.” – Shaun Gehman, Assistant Vice President, Mercury Operations, Fidelity Integrated Financial Solutions
“Today, four generations give determined looks at one another across the office, room, and conference table. And the promise for conflict and confusion has never been greater. Your insightful program provided hands-on methods to bring together the generation gaps. At any age, productivity is what makes the difference. With helpful tools to retain, motivate, and manage each generation, you’ve helped us establish collaboration – not combat – in today’s high-performance workplace.” – Neila Stone, Event Planner, Louisiana Bankers Association
“We have constantly endeavored to lead at a higher level; now, we’re geared up to lead at the highest level – an act of friendship. Growth, profits, and market share are what you obtain when you lead your members and colleagues at the utmost echelon. If you want to have a remarkable company, you don’t have an alternative but to lead at this loftyaltitude.” – Nancy Donsbach, Vice President of Human Resources and Branch Administration, Enrichment Federal Credit Union
“Database marketing and customer relationship management initiatives do make a difference – today – for leading marketing programs. Your closing turn of phrase, “…the highest level of business is an act of friendship…” encapsulated the theme of our conference. Thanks for helping us develop inventive, clever strategies for ever-changing customer and market conditions. The result will be far stronger customer loyalty, more consistent repeat sales, and a customer relationship management program that is enjoyable and successful – for our financial institutions and their most profitable customers.” – Steve Sherman, Jack Henry & Associates
"Unquestionably, the most successful piece of your day with us was the 'Virtual Suggestion Box.' Generating ideas from our frontline staff on ways to enrich our service and operations was invaluable for our managers and executives. For our front-line leaders and decision-makers to hear employees' ideas on 'What would really make this business soar?' was beyond price." -- Nancy Arnold, VP Human Resources, SESLOC Federal Credit Union
“Your discussion on enterprise-wide leadership helped us distinguish that to remain at the forefront of our industry, every part of our organization must lead – at every rank and in every direction and dimension. Understanding the stakeholders we serve, and how our banks can lend a hand in their success, leadership at all levels – front line, management, and director, is an indispensable prerequisite for the banker of tomorrow.
Well done – especially with microphones and remote controls “on the blink.” Your professionalism, stage presence, and coolness made your remarks even more valuable.” – Scott E. Latham, President & CEO, Community Bankers Association of Alabama
“Discussing member service is one thing; having it in our credit union blood is another. Thanks for your revitalizing and needed guidance in driving member single-mindedness. Your no-nonsense ability to steer the entire operation of our credit unions toward well-built – and impressive – member relations built our dedication to member loyalty.” – Janet B. Thompson, VP Marketing and Development, Credit Union ONE
"How refreshing it is to hear a speaker who does so much homework on one organization and line of business. Your inclusion of industry-specific current events, knowledge of our daily situations, and practical guidance on ways to earn loyalty from our customers was the highlight at our Symposium. Your audience commented for days on how much they enjoyed the "outsider" who seemed like an "insider." -- Kelly Logan, Account Executive, PEMCO Technology Services, Inc.
“With the U.S. economy in flux, there has by no means been a more significant occasion to be splendidly savvy at recruiting, rewarding, and retaining the best and the brightest – across the generations. The generational difference is widening at work and the most successful leaders will be the finest at managing and encouraging all generations as they build bridges between the gaps. Your defining observations – and the take-home worth you provided – will help us lessen turnover, boost sales, and enhance morale.” – Jason Wood, Education Coordinator, Montana Bankers Association
“To stand out as a leader, one must by no means overlook that each colleague – and their responsibility – is distinctive and inter-reliant simultaneously. Our leading duty is not to isolate this uniqueness, but rather to arrange roles, responsibilities, expectations, and commitments to make the most of it. Thank you for lending a hand to us as we refine this skill, turning our unique talents into shared performance.” – Mary Greenman, Vice President/Human Resources, 1st Advantage Federal Credit Union
“In the wake of every milestone is a dare – for Roger Bannister to run one mile in less than four minutes; for Sir Edmund Hillary to attempt to summit Mt. Everest one more time; and, for Autoland to deliver 1,000 cars in one month. Your views on fulfilling customers’ dreams will help us develop as a best business partner but, your dare to attain the “1,000” mark directed the day. We reached that mark three weeks later and wonder if you’ll throw some more dares our way.” – Beth Hope, Senior Regional Sales Manager, Autoland
“Your research, examples, and discussion from across the business spectrum allowed us to see that creating and executing memorable customer experiences is simple. From here on out, we will: Know more about our customers; Get closer to our customers; and, Emotionally connect with our customers. As a result, we will enjoy the benefits of customer loyalty, insistence, and word-of-mouth marketing.” – Stacy Winn, Marketing Manager, Shea Properties
“Elected officials will make decisions that affect our banks and those decisions, in turn, involve our customers, communities, and future. Political involvement has to be a necessary component of our jobs in order to ensure success for the future of our banks and our communities. At a time when our industry is subject to steady legislative challenges, we are committed to helping our banks attain legislative victory. Thank you for presenting us with innovative, matter-of-fact, and successful ways to prevail in politics.” – Deborah K. Gates, CAE, Administrative Vice President, South Dakota Bankers Association
“At a point when magnificent member leadership is deeply needed, you demonstrated what dazzling leadership and loyalty looks like. Your pleasurable stories and examples of companies that blow the doors off business as usual were laden with compelling insights and success strategies. What made your time with us most helpful was how you included our products, services, and breaking news to present us with hands-on ways to strengthen our businesses.” – Rozana Audisho, Public Relations Manager, Financial Services Cooperative, Inc.
“In a day and age when corporate leaders must incorporate government influence and community action into their strategic tasks lists, you without doubt brought our people together to win in politics – locally, statewide, and nationally. Your exceptional preparation and guidance made it easier for us to become even more experienced, grassroots advocates for our customers, communities, and businesses.” – Donna Tanner, Executive Director, West Virginia Association of Community Banks
“In your words, and to put it plainly, word-of-mouth marketing – buzz – must initiate conversations. With word-of-mouth marketing emerging as the most influential manner of marketing, you handed us functional tools to help prompt conversations about our customers and the media. In short, you helped us work on getting “buzzed.” Because we now know how to get people to talk about our stuff, we are: Getting more bang for our marketing dollar; Expanding further than we thought convention would permit; and, Doing it smarter.” – Meghann Dawson, Instructional Design Manager, Credit Union National Association, Inc.
“Credit union boards – far and wide – are probing for habits that reinforce their governance team. They are searching for established practices, drawbacks to shun, as well as ways to build board leadership capacity and preserve a helpful relationship with management. Your matter-of-fact approaches regarding culture, skill enhancement, self-evaluation, and comprehensive engagement presented our leaders insights and beneficial tools that stirred them to take their boards to a higher level.” – James Carrick, Director of Strategic Alliances/Volunteer Education, Credit Union National Association
“A common theme you emphasized was that the sphere of influence for our leaders is the future. These leaders’ distinctive legacies are the creation of valued, professional traditions that survive over time. The most noteworthy contribution leaders regularly make is not simply to the bottom line; It’s to the long-term development of people and customs so they can adjust, change, flourish, and grow. That’s a competitive advantage for our future.” – Michelle Lawson, Resource Manager/Events Coordinator, Midwest Independent Bancshares, Inc.
“Thanks for smashing the myth that leadership is reserved only for the privileged or a lucky few. The reality is that leadership is a visible collection of skills used everyday – on the front line, in the back office, and in the executive suite. Basically, leadership is everyone’s responsibility and the most flourishing organizations will be those developing the widest range of everyday leaders.” – Susan Taylor, CMP, Vice President/Director of Professional Development, Tennessee Bankers Association
“One presentation, three diverse audiences, and identical results considered necessary – that’s quite a request. One we recognized you could supply – for our upper executives, central managers, and first-level supervisors. We’ll carry on in moving from good to great; put the right people on the bus (and in the right seats); and, generate sustaining results that make our organization indispensable and significant for our members and associates.” – Joseph Clouse, Vice President, Mission Federal Credit Union
“Your point was unmistakable – building a flourishing, sustainable enterprise in the world of business-as-we-now-know depends upon defining our strategic difference and making that distinction well-known to our stakeholders. When our success revolves around our members, staff, directors, community and policy-makers – each group needs to feel that difference in their daily lives. We’re under a new business model now that commands exceptionality and remunerates us with loyalty.” – Dan Denning, Vice President/Education, Georgia Credit Union Affiliates
“At our Annual Conference you challenged our banks with this provocative statement: ‘the highest level of business is an act of friendship – for our customers, our staff members, and our communities.’ If we’re to continue to flourish – now and as financial services continues to change – this radical impression may well be the benchmark for tomorrow. Thanks for doing more than helping make our conference such a success; thanks for providing inventive ideas on ways to stand out and ensure our banks are better for all who we serve.” – Rick McGuigan, Executive Vice President, Community Bankers of Wisconsin
“With so many modern consumers factoring corporate citizenship into their spending, saving and borrowing choices, building financial and social capital in our community makes good business sense. The competitive and cost advantage from intentionally developing our own communities not only betters our business, it creates value in the products and services we offer. You awakened us to the fact that corporate social responsibility – investing in one’s own backyard – is a key element to our long-term success that we can never overlook.” – Traci Kenyon, President, Montana Credit Union Network
“Thank you for an incredible program. Customer service is what distinguishes a great bank from a mediocre one, and your insights provided a clear-cut and practical framework for taking Shore Bank to the next level of excellence. Our entire organization, from the front line, to management to back office staff is inspired and ready to “WOW” our customers!” – Lynn M. Badger, Assistant Vice President, Shore Bank
“Success in leadership and achievement in business has been, is now, and will continue to be a function of how well people work and play together. After today, we’re convinced that success in leading is entirely dependent upon one’s ability to foster and nourish human relationships. This single-handedly enables leaders to get extraordinary things done on an ordinary basis." -- Cathy Sue Kelly, Vice President, Iowa Independent Bankers
“What made your session exceptional is that you advocated developing a culture of motivated, empowered employees, each with an entrepreneurial spirit. To encourage and expect individual initiative from people on the very front line is not only a grand idea – It’s a trend distinguishing of the greatest service cultures in the world. At the end of the day, expecting a front line service champion to do virtually everything they can to make certain a member leaves the credit union more than satisfied, but ready to return, is a leap in the direction of growth, retention, and profit.” – John Berra, Marketing Director, CU Conferences
“As you so carefully put in plain words, the greatest business secret to hold is the ability to repeatedly turn customers into advocates. In today’s service-oriented economy, first-rate service is simply the beginning. Delivering an experience, rewarding loyalty, and earn fervent referrals are now more than competitive weapons – they’re survival skills.” – Christina M. Bennett, Vice President of Education, Indiana Bankers Association
"The Golden Rule: Treat others as you would have them treat you. Throw it out the window! Great things happen to those who treat others as others would like to be treated, because we all don't want to be treated in the same way! Your session on making assertiveness a part of our professional success, and including knowing whom we are working with, caused us to rethink the way we approach people, challenges, and change. To lead others and our business, we have a responsibility to speak up, stay open, confront, and keep others encouraged about the goals we aspire to. Now it's time to go out and get the success we desire and deserve." – Traci Germain, Senior Vice President/Marketing, GTE Federal Credit Union
“The dynamics of change outside and inside of our four walls was exactly what we needed to hear. Our challenge in providing successful bank management has never been greater. Your thorough review of the forces shaping our industry and workplace left us with a fresh understanding about change: To fail, run from change. To survive in the short-term, put up with change. To thrive, include change in the way we build our business and manage our operations.” – Ken Hammonds, President and CEO, Arkansas Bankers Association
“Today, many generations gaze across a workstation or conference table, and the possibility for difference and misunderstanding has never been greater. Your time with us provided hands-on approaches to close the generation gaps. With useful tools to recruit, retain, motivate, and manage the generations – We can now produce teamwork in a high-performance workplace. And at any age, productivity is what counts.” – Derek Rudkin, Director of Education, Arkansas Bankers Association
“In both of your sessions, you offered us extensiveness and depth with real-world illustrations of daily leadership from everyday professionals who are meeting the extraordinary corporate challenges of our time. Your exercises generated real-world insight on what it takes to be a leader and team member in our most complex and challenging times.
Additionally, I wanted to thank you for taking the time to research our organization, which allowed for a personal touch. Making references to people within our company and our weekly newsletters allowed our associates to make a real connection to the training.” – Sandra Stenger, Vice President, Human Resources, MAX Federal Credit Union
“Successful grassroots governmental relations plans are not about being around legislators – en masse – when industry threats crop up or opportunities develop. Instead, the truly successful grassroots plan must center on relationships, access, and influence – all developed over time. Your thorough, insider’s outlook of the collection of strategies and techniques to influence policies and decisions that affect our industry puts us in a place of potential – A position that allows us to work with elected officials to help our business prosper through changing business conditions.” – Don Forsberg, Executive Vice President, Independent Community Banks of North Dakota
“In the world of amplified accountability, sharp public scrutiny, and heightened legislative activity, it is more vital than ever to understand that directors must be fully conscious of what goes on behind Board Room doors. Your well-timed thoughts, industry and corporate illustrations, and engaging facilitation helped our directors welcome the right responsibility, and the accountability that comes with the position.” – Wendy J. Ruud, Asst. Vice President/Director of Education, Independent Community Banks of North Dakota
“Every day, it becomes clearer that the New Mexico Legislature and U.S. Congress can settle on the future of our business. The only way to make certain that our voice is heard is to stay involved in the course of action where the rules are made – the political process. Thanks to you, our aim is to develop high-quality political relationships that result in lawmakers seeking our counsel first when issues of significance surface.” – Amy Vigil, Manager of Education and Training, New Mexico Credit Union League
The Generation X and Y market is, without question, a major force behind the purchases of a broad assortment of financial products and services. Reaching this market requires a revised collection of skills, approaches, and techniques. Your thought-provoking session at our Marketing Conference explored the fundamental part these groups play in society and business as a whole. The foundations and requirements of this exploding marketplace are the core concerns in the development of our business plans.” -- Darcy Burnett, Education Coordinator, Iowa Bankers Association
“What we discovered, and re-discovered, is that leadership is not the private reserve of a few magnetic individuals. It is a course of action ordinary people use when they are bringing forth the best from themselves and others. What we’ve established is that ordinary people make extraordinary things come about by energizing the leader within everyone – apart from of job, position, or tenure. Our credit unions are bursting with everyday leaders ready and willing to lead – every day.” – Edward J. Fox, President/CEO, Mid-Atlantic Corporate Federal Credit Union
"We asked for precise strategies to achieve the added edge in becoming primary financial institutions and you delivered even more. Your audience — credit union leaders -- applauded the atypical glimpse you revealed about how employee empowerment creates a direct connection to long-term, more profitable relationships with members. More businesses should take notice of and pursue this model." -- Leigh Philibosian, Vice President of Marketing, Mid-Atlantic Corporate Federal Credit Union
“In order to continue in business, member centricity is now crucial and no longer the elective or other strategy that it once was. Member service, experience, and loyalty courses of action are now the most significant levers for business achievement. Thanks for keeping us alert to this innovative origin to distinguish our institutions and contend in this ever-changing industry.” – David Durant, Credit Union Managers’ Association of Manitoba
"We can't get it all done - What a breath of fresh air for those of us besieged with the ever-increasing demands of work and home life. What we can do is lead our lives by understanding well-defined accomplishments that would make a difference in each unique part of our lives. Your principle-centered, results-oriented approach to gaining control of life is certain to help each of us lead plentiful, worthwhile, and balanced lives." -- LeAnn Achtenberg, Chairman Emeritus, National Youth Involvement Board
“At its core, leadership is all about relationships. Authentic leaders recognize that their success does not depend on their titles, but on the choices they make and the values they keep. You started our conference right in revealing that leadership for the future is about credibility, commitment, and communication.” – Kathy Olsen, Associate General Counsel, Kansas Bankers Association
“Directorship may be more of an art than a science, but good boards really have an effect and do make a difference to corporate accomplishment. Simply put, better boards produce stronger credit unions. Thanks to you, we better recognize the roles that directors play, what they should do, and what constitutes first-rate corporate governance. That’s a checklist to complete that improves credit union success – for members, communities and the public’s perception.” – Lisa Brothers, Assistant Vice President of Education & Training, North Carolina Credit Union League
“In specifying the progression of board dynamics and providing insight into fresh best practices, you gave us an all-inclusive guide to creating and maintaining next-generation boards and leadership committees. Your facts, examples, and applications are already helping our leaders shift to higher levels of performance. Thanks for sharing your successful strategies.” – Alice A. Smith, Communications Director/Conference Organizer, Delaware Credit Union League
“In this post-Enron and Sarbanes-Oxley world, extraordinary member, public, and regulatory scrutiny demands professionalism for all directors. High-quality governance is, in due course, a personal choice of courage and integrity. Your program on “Building a Better Board” provided a healthy education that helped our best become more engaged, ethical, and effective.” – Duane Thomas, Director of Education and Training, West Virginia Credit Union League
“Some managers are good at procedures, assignments, and budgets – but the future belongs to those who can direct human capital. With employees’ job options more abundant than ever before, maximizing retention means managers must foster loyalty and job satisfaction. In today’s business reality, employees look forward to more than just a paycheck. They will reward the finest managers with the added energy and allegiance that sets apart top-performing teams. Thank you for your refreshingly authentic advice and modern-day examples to boost our bottom-line outcomes.” – Don Graham, Director of HRD, Virginia Credit Union League
“Goodbye, ‘All politics is local.’ Hello, ‘All politics is personal.’ Thanks for highlighting that part of our professional sense of duty is to seek, develop, and sustain relationships with those in government. When members of Congress and the state legislature hear from those truly affected by their decisions, it increases our ability to make a case for change. That makes for a giant interest in having our voices heard – one by one – in our capitals.” – Karin Sherbin, Director of Governmental Affairs, Virginia Credit Union League
“Your common sense approach to management challenged us on three levels. To get the finest performance from our people, we need to set expectations by plainly defining the outcomes we want. We need to concentrate on their strengths and manage around their areas that need development. And to help them truly grow, we need to learn how to guide them toward roles that truly fit them.” -- Patricia Holle, Director of Professional Development, Maryland Bankers Association
"Of your time with us, what stood out most is that it is enormously valuable to know the decidedly aggressive character of our political system. Only those individuals and groups with real, lasting political influence will play a role in determining business policy. For those businesses that decide to disregard government relations as a part of strategy -- their future may be determined, not by an industry-related friend, but by an industry-related foe." -- Amy Shaw, Education Director, Nebraska Credit Union League
“You revealed that consumers wish for businesses to be better citizens. More than just a public relations tactic, sales strategy, or management trend – high quality, authentic corporate citizenship is the future of business. If we are to carry on and thrive in a world where corporate behavior is under the microscope, we must always look at how our achievement is passed on to enhancing our members’ world. – Donna Hughes, Director of Education and Training, New York State Credit Union League, Inc.
“These days, directors must add genuine value to each credit union and its member-owners. With this as a guide, your session illustrated that model board members are matter-of-fact, tactical, and persevering. They are prepared and capable of offering analytical appraisal and are skilled at giving direct guidance. Most important, they have a real feeling of partnership – one that is intensely engrossed in making a meaningful contribution to the lasting success of each of their credit unions.” – Jill Weber, Director of Education & Training Services, Wisconsin Credit Union League & Affiliates
“What marvelous opportunities we now notice that will allow us to affect the communities where we do business, helping them prosper and grow. Showing us that it takes more than a recognizable name in a community to make a difference, you helped us identify that we have remarkable occasions to touch the cities and towns where we do business. It’s the spirit of Kansas communities that helped our credit unions develop. Now, it’s our turn to distinguish ourselves with genuine community involvement and continual investment.” -- Gina Evans, Director of Education and Training, Kansas Credit Union Association
Political involvement in strategic and operational plans is no longer an option – it’s an obligation to our members, community and industry. Knowing that leading trade associations and corporations powerfully sway business policy, today’s progressive organization must ask: “Are we an important and trusted resource to decision-makers in our capitals?” Your straightforward and sincere advice stirred us to recognize and ask a more important question: “Are we equipped and prepared to become the most valuable and stanch resource?” -- Mark Minickiello, Director of Legislative Affairs, Washington Credit Union League
“When you said that the only place where you don’t get change is the vending machine, we realized that the livelihood of our business is about permanent change. We’re through being just recognized. We’re through being just preferred. Thanks to you, we’re ready to be one thing and one thing only – insisted upon.” – Debra Trautman, Synergent Corporation
"What an interactive and genuine way to guide us through the simple process of thinking strategically. With our efforts focused on member loyalty, increasing profits, effective goals and business continuity -- our strategic planning processes can only get better. Your fresh approach and valuable ideas helped our credit unions better chart their course to success." – Liz Adams, Vice President/Education & Training, Missouri Credit Union Association
“By re-thinking our assumptions about risk and pricing in serving traditionally underserved markets, we saw the real truth: Disproportionate pricing always makes room for a low-price, high service leader. Your eye-opening observations of this tremendous opportunity cleared our vision to see that – even in a saturated financial services marketplace – new, emerging markets are always ripe for harvest.” – Jerry T. Johnson, Jr., Director of Educational Services, Alabama Credit Union League
“It’s true – The bulk of leadership, in the eyes of our members, lies in those serving on our front line. Knowing full well that our professional actions can, and will, create value for our members, we’re eager to create a more loyal and delighted base of business. Your challenge to our “point of first contact” staff is taken: Our members will know why they choose to do business with us the moment they walk through our doors.” – Pat Castello, Regional Branch Manager, GTE Federal Credit Union
“Who would have thought that the riches in our future would come from the intense loyalty of our members and employees? Your guidance on standing out, creating emotional bonds and WOW-ing anyone walking through our doors set the path of our conference in the right direction. More than being extremely thorough, interesting and fun – you added a new level of meaning to our business and the future we want to create.” – Cookie Dorsey, Director, Training Resources, Texas Credit Union League
“Drawing on your first-hand familiarity with top companies as varied as Harrah’s, Chick Fil-A, and Delta Air Lines, you explained why even celebrated corporations can coast to delivering mediocrity to customers. Most important, you offered a proven solution to break the cycle. Thanks for providing our marketing leaders the tools and information they call for to deliver a meaningful, comforting, and confidence-building experience every time.” – Tracy Florida, Director, Training and Events, Texas Credit Union League
“Jeff, your ratings were fantastic and the audience absolutely loved your session on developing loyalty in our members as well as developing political influence. The one comment I continue to hear repeatedly sums up your effect on the audience: ‘We need him back but, as our keynote.’ Expect another invite from Texas credit unions.” – Sharon Kinard, Training Director, Texas Credit Union League
“Your presentation on ‘Developing Member Loyalty’ was exactly what we needed. The numbers show you were a hit and all of those in attendance left with fresh ideas on how to grow their existing business. Thank you for taking the time to structure the content to fit our exact needs. What a fun and useful day it was for us.” – Barbara Bass, Education and HRD Manager, Connecticut Credit Union Association
“Whoever said ‘Enthusiasm makes the difference’ must have sat in on one of your presentations. When a Californian like you blends Louisiana legend and Zydeco music into a custom keynote, you’ve done well. On top of the fun we had with you, we’re more aware of our rich history and committed to our bright future. Thanks for reminding us that we do make a difference each day of our lives.” – Jennifer Green, Meeting Planner, Louisiana Credit Union League
"Remarkable. What a motto for marketing professionals interested creating products and services for the future. Your kickoff keynote did more than open our minds to original, daring, and gutsy marketing -- it encouraged us to be passionate about our members' changing financial needs. Thank you for helping us to understand that, in a world of financial clutter, only the remarkable will stand out." -- Angela Prestil, Program Manager, CUNA & Affiliates Center for Professional Development
"Your perspective on corporate involvement in the political process encouraged our clients to take another step toward making government relations part of their normal job functions. One attendee noted that, "Political involvement is like an audit - not always fun, but necessary." Your dynamic and educational approach gave our customers a new understanding about the importance of political advocacy in the total business cycle." - Kristi Lowell, Director of Marketing, re:Member Data Services, Inc.
"Your discussion on corporate involvement in the political process was exactly what we needed to hear. With so many outside forces trying to shape laws that affect our business, we better understand that being "in the thick of it" helps to protect and defend our industry. Most important, your hands-on guidance about developing solid personal and professional relationships with legislators hit the mark. Legislators look to the constituents they know best when shaping their decisions. We want to be a part of that group." - Jinny Cosgriff, Assistant Vice President, Education/Professional Development, Pennsylvania Credit Union Association
“Enjoyable, clear, candid and valuable. Those words condense the evaluations of your presentations at our annual meeting. Our members found your style appealing and your message to-the-point. Professionally, your suggestions and detailed remedies left them with practical ways to increase profitability and develop a more loyal, committed workforce. They want you back – with your most up-to-date array of ideas to help expand their businesses, professions and lives.” – Cassandra Grayson, Vice President of Education, Florida Credit Union League, Inc.
“It all came together with your opening and plenary sessions at our first Workforce Development Conference. Your opening remarks taught us that private businesses, labor organizations, government agencies and community groups can work together to develop a stronger, more productive and dependable workforce. Your closing remarks laid down the challenge – If our county wants to be considered the premier choice for business, it starts and ends with our personal commitment to a better Imperial Valley.” – Ed Delgado, Program Analyst, Workforce Investment Board of Imperial County
“You hit the mark in conveying the messages we needed addressed. Your keynote reminded us that trust, transparency, accountability, and courage lays the groundwork for the ultimate organization. On a side note, our members loved how you included our mascot, Pee Wee Penguin, in your opening remarks. What a creative way to kick off our meeting.” – Audrey Kroll, Education/Public Relations Coordinator, North Dakota Credit Union League
“With your in-depth research of our existence and purpose, you engaged our attention and provided useful tools we can use everyday. Your side helpings of humor made you even more effective. I can’t think of a better way for us to kick off our meeting. For any group seeking a blend of practical wisdom, business savvy, and engaging inspiration – You’re the one.” -- Cindy Palmer, President, International Association of Administrative Professionals, Citrus Valley Chapter
“We’ll never forget you. Your keynote presentation encouraged us to stand out in the busy financial services world and earn, through matchless service, our members’ long-term loyalty. Your hands-on breakout sessions taught us how to be better leaders and develop the next generation to follow. But most of all, you were the first – and perhaps the last – speaker to win our hula hoop contest at the Friday evening sock hop. Now, that’s client customization.” – Debbie S. Kelly, Arkansas Credit Union League
“You were THE hit at our Associate Enrichment Day as our keynote speaker. I continue to hear ‘Jeff-isms’ throughout the credit union. Your words of wisdom, involvement of the audience and great sense of humor make it evident to me that you have a GREAT career ahead of you as a professional speaker. And to think that we had you early on. We will always remember your day with us.” – Judy McCartney, CEO, Orange County’s Credit Union
“Thanks for spending a day with our management team as we sought new ways to lead our organization into the future. Your inclusion of honesty and integrity in our lives as leaders was exactly what I hoped you would emphasize. In letting us know that in order to lead others we must first lead ourselves, you reminded us of the example we provide every day. If we want to lead, we had better be worth following.” – Steve McDiffett, CEO, Los Angeles Federal Credit Union
“…a big THANK YOU for speaking at our All Managers Meeting, especially on such short notice. With your unique style and ideas, you opened minds; made us laugh at life; healed some hurts; and, energized a team ready to win. You’ll be back, I promise – with a little bit more of a warning!” – Esther Klein, Community Relations Officer, The Golden 1 Credit Union
“I spent many months searching for the right individual and you proved to be that person. I credit a large portion of our success on this day to you. You took the time to learn everything that you could about Valley Credit Union, asked a lot of preliminary questions and showed up early to attend our sessions and get to know our employees in the process. This dedication on your part allowed you to touch so many people that day.” -- Barbara Glandt, Training Manager, Valley Credit Union
“Though both sessions were exceptionally well-received, we really appreciated your ‘Community’ presentation. The surfacing of corporate social responsibility is more than just a PR ploy, sales strategy, or management trend. It’s the future of business. It’s what credit unions – no, companies – have to do to live to tell the tale and thrive in a world where more and more of their actions are under a microscope.” – John E. Morrill, Vice President, Seminars and Conferences, Massachusetts Credit Union League
“One of the premier challenges leaders face today is determining how to provide value to those they supervise and manage. Your comprehensive presentation for managers on all levels provided sensible tools for situational use and offered us insights to concepts that provide leadership insight.” – Paula M. Tignor, Vice President, Professional Development, Virginia Bankers Association
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