Partial Client List

Services provided to these organizations include training, consulting and/or speaking/facilitating. We gladly provide references to qualified prospective clients.

* Indicates repeat client

General Industries

Air Products and Chemicals
American Academy of Medical Administrators (AAMA)*
American Family Insurance, Inc.
American Home Shield (ServiceMaster)
Arizona Mortgage Bankers
Arizona Mortgage Lenders Association
ASAE:  The Center for Association Leadership
BrightStar Care*
Building Industry Association (BIA)
California State Lottery
Central Power & Light Company
Century 21
Coldwell Banker*
Colliers International
Defense Research Institute (attorneys)
Delaware Medical Group
Department of Veterans Affairs
Fantastic Sam’s
Fairmont Hotel, Southampton, Bermuda
Farmers Home Administration
First American Title Insurance
Greystone Communities
Gulf Power Company
Harding University
Hewlett-Packard Enterprise
HollisterStier Allergy
Interior and Redesign Staging Specialists Association (IRIS)
Jack Henry & Associates
John Paul Mitchell Systems*
LA Times
Land Title Association of AZ
Mercy Medical Center
Meeting Professionals International*
Mississippi Power Company
Oakwood Corporate Housing
Oracle Corporation
Pacific Monarch Resorts
PRA Destination Management
Preferred Hotels & Resorts
Press Ganey & Associates*
Prince Hotels
Professional In Human Resources Association (PIHRA)
Professional Salon Concepts
Radisson Hotels
Recruiting Staffing and Consulting Association (Australia)
Retail Solutions Providers Association (RSPA)
Santa Catalina Island Co.
Securities Industries Association
Sharp Health Care
Slidell Memorial Hospital
SmithKline Beecham
Society of Customer Care Professionals (SOCAP)
Society of Human Resource Management (SHRM)*
Society Incentive Travel Executives
Starwood Resorts
SureSmile (Orametrix)
South Dakota Department of Tourism
Symitar Systems*
Tri-Lakes Medical Center
Trompeter Electronics
U.S. West Communications
Virginia State Lottery
Warren Clinic
Westin Maui Resort & Spa
Westin Mission Hills Resort & Spa
Whirlpool Corporation
Women’s Food Service Forum

Community Banks

1st Summit Bank, PA
AgFirst Farm Credit Bank
Andover Bank
Bremer Financial Corporation
Citizens Bank, Tennessee
Comerica Bank
Community First Bancshares
Ephrata National Bank
Farmers Citizens Bank, Ohio
Firstar Bank of Minnesota
Fresno Madera Farm Credit*
Harleysville Bank
Jefferson State Bank, Texas
Rockford Bank and Trust*
Skowhegan Savings Bank
Town & Country Bank, Illinois*
Umpqua Bank

Large Banks

Bank of America*
Banco Union (Venezuela)
Federal Home Loan Bank
First Bank
First Premier Bank
First Horizon Bank (First Tennessee Bank*)
Meridian Bank
MidSouth Bank
SunTrust Bank
Union Bank of California
Wells Fargo Bank
Wells Fargo Home Mortgage

Credit Unions

Arlington Community Federal Credit Union*
BayPort Credit Union*
CommonWealth Central Credit Union*
Community Financial Credit Union*
Firstmark Credit Union
GFA Federal Credit Union
Great Lakes Credit Union
IH Mississippi Valley Credit Union
Leaders Credit Union
Mountain America Credit Union
Neighborhood Credit Union
North Island Credit Union*
Nymeo Credit Union
Numerica Credit Union*
SACU (San Antonio Credit Union)
San Diego County Credit Union
Santa Clara County Federal Credit Union
Windsor Family Credit Union (Canada)
WESTconsin Credit Union

Credit Union Associations

Alabama Credit Union League
California Credit Union League*
Colorado Credit Union League
Cornerstone Credit Union League (Texas Credit Union League*)
Credit Union Executives Society
Credit Union Lenders Association (Canada)
Credit Union National Association*
District of Columbia Credit Union League*
Virginia Credit Union League Marketing Council

Bank Associations

American Bankers Association*
Financial Managers Society
Illinois Bankers Association*
Iowa Bankers Association*
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*
South Dakota Bankers Association
Tennessee Bankers Association*
Texas Bankers Association*
Virginia Bankers Association*
Wisconsin Bankers Association*

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

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