Our Clients

Partial List, Past and Present

* Repeat Clients

Community Banks

1st Summit Bank, PA
Andover Bank
Bay Area Bank
Bremer Financial Corporation
Citizens Bank, Tennessee
Farmers Citizens Bank, Ohio
Farmers Merchants State Bank, Idaho
First Niagara Bank, New York
Firstar Bank of Minnesota
Fresno Madera Farm Credit*
Harleysville National Bank*
Home Federal, Idaho
Jefferson State Bank, Texas
Rockford Bank and Trust*
Sterling Bank, Washington
Town & Country Bank, Illinois

Bank Associations

American Bankers Association*
America’s Community Bankers*
Financial Managers Society
Illinois Bankers Association*
Iowa Bankers Association*
Jack Henry Banking
Maryland Bankers Association
Massachusetts Bankers Association*
Michigan Bankers Association
Michigan League of Community Banks
New York Bankers Association*
Oklahoma Bankers Association
Ohio Bankers Association*
Pennsylvania Bankers Association*
Tennessee Bankers Association*
Texas Bankers Association*
Virginia Bankers Association*
Wisconsin Bankers Association*

Large Banks

Bank of America*
Banco Union (Venezuela)
Bank One
Compass Bank*
Deposit Guaranty National Bank
EON Bank (Kuala Lumpur)
Federal Home Loan Bank
First Banks
First Premier Bank
First Tennessee Bank*
Meridian Bank
Sun Bank
SunTrust Bank
Union Bank of California
Wells Fargo Bank
Wells Fargo Home Mortgage

Insurance and Investment

American Family Insurance, Inc.
Ameriprise Financial*
Association of Financial Marketing Professionals
Aviva Insurance
Brokerage Unlimited, Inc.
Financial Network*
First Horizon Corp.*
Inland Empire Association of Health Underwriters (IEAHU)
Investment Centers of America*
Jackson National Life*
Legacy Marketing Group*
MarketShare Financial
National Association of Health Underwriters (NAHU)
National Association of Independent Life Brokerage Agencies*
Raymond James
Transamerica Insurance
Westwood Insurance*
Zenith Marketing Group

Credit Unions and Associations

Alabama Credit Union League
Arlington Virginia Federal CU*
Bayport Credit Union*
California Credit Union League*
Colorado Credit Union League
Commonwealth Central CU*
Community Financial Credit Union
Credit Union Executives Society
Credit Union Lenders Association (Canada)
Credit Union National Association*
District of Columbia CU League*
FirstMark Credit Union
GFA Federal Credit Union
Great Lakes Credit Union
Leaders Credit Union
Mountain America Credit Union
Neighborhood Credit Union
North Island Financial CU*
Numerica Credit Union*
Orange County Teachers FCU
San Antonio Federal Credit Union
San Diego County Credit Union
Santa Clara County FCU
Texas Credit Union League*
Virginia Credit Union League Marketing Council
Windsor Family Credit Union (Canada)

* Repeat Clients
The services provided to these organizations have included training, consulting and/or speaking/facilitating. We gladly provide references to qualified prospective clients.

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