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  • Credit Unions and CSAs: A perfect match

    Number of comments: 3
    I love it when credit unions display their awesomeness. And recently, UMassFive College FCU did just that. I was driving about Western Massachusetts, when I heard a news story on our local NPR affiliate, WFCR, about UMassFive College FCU and their new CSA loan. Here’s the one-minute radio segment about it: Credit [...]
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    Posted: November 30, 2009, 4:29pm EST
    by Morriss Partee

  • Why I love Western Massachusetts

    Number of comments: 9
    My honey, Lesley Lambert, poses the question what are you thankful for about Western Mass? on her blog. My reply became so lengthy it needed its own space: As a kid growing up in Amherst, I took the Pioneer Valley for granted, and lamented the things it lacked. Namely interesting things [...]
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    Posted: November 19, 2009, 12:30pm EST
    by Morriss Partee

  • To tweet or not to tweet: Is it even a question?

    Number of comments: 10
    Like everyone else, I only reluctantly joined the twitterverse initially. Nearly universally, people hearing about Twitter for the first time think it’s a dumb idea, one that has zero business use, and only marginal personal use. I think this reaction happens nearly for nearly everyone because you can’t see or [...]
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    Posted: November 18, 2009, 1:16pm EST
    by Morriss Partee

  • Fred Brown visits EverythingCU.com HQ

    Based in Western Massachusetts, EverythingCU.com doesn’t often get a CU executive stopping by our offices to say hi. So it was such a great pleasure that EverythingCU.com member Fred Brown, from Northeast Family FCU in Manchester, CT stopped by for the nickel tour. Fred is originally from Holyoke, and knows [...]
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    Posted: November 06, 2009, 9:21am EST
    by Morriss Partee

  • New CU Chat internet radio show

    Number of comments: 1
    I was delighted to be a guest yesterday on Carla Day’s new weekly internet radio show on Credit Unions. Carla is a fantastic host, and is wonderful credit union advocate. I first met Carla in person at EverythingCU’s Little-B Pokagon, held in Indiana earlier this year. Carla later came to [...]
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    Posted: November 05, 2009, 9:51am EST
    by Morriss Partee

  • Credit Union acronyms still harsh my mellow

    Number of comments: 10
    I was saddened to learn that Randolph Brooks FCU, a very large credit union in San Antonio, now calls itself RBFCU. Yet another excellent and distinctive credit union name falls by the wayside into a vast sea of sameness. This is the opposite of the differentiation and distinction goals that [...]
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    Posted: October 21, 2009, 4:08pm EDT
    by Morriss Partee

  • Thank you on International Credit Union Day

    Number of comments: 1
    Some days it’s tough being a credit union professional, so I just wanted to say thank you for all that you do on behalf of your members and future members. Especially since most of them probably don’t appreciate how hard you work to make their experience the best it can [...]
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    Posted: October 15, 2009, 4:48pm EDT
    by Morriss Partee

  • Interviewed by Christophe Langlois

    Number of comments: 4
    HUGE thank you to Christophe Langlois of Visible Banking for interviewing me about EverythingCU and social media for credit unions while we were at Finovate NYC 09! Mentioned in this video include: William Azaroff, Tim McAlpine, Ginny Brady, my girlfriend (Lesley Lambert), and Cammie Morrow. Tim, Cammie, William and Christophe [...]
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    Posted: October 14, 2009, 3:45pm EDT
    by Morriss Partee

  • Colorado Credit Unions are on the ball

    Number of comments: 1
    It’s been a great pleasure getting to know so many of our Colorado Credit Union friends. They are so lucky to live in such a beautiful environment! I know they’ll be using social media to further the CU movement with their membership in the coming days, weeks, and months! A few [...]
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    Posted: October 08, 2009, 5:30pm EDT
    by Morriss Partee

  • You’ve just been punched in the face

    Number of comments: 10
    There was one presentation at Finovate that I, in my role as Credit Union Marketing advocate, rated a 1 (lowest possible score). And that was the presentation given by BankVue/First ROI announcing their new, rebranded Kasasa program. I think I can summarize the thinking behind their new announcement: We have created [...]
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    Posted: October 07, 2009, 4:51pm EDT
    by Morriss Partee

  • Recent Watershed Developments: Finovate NYC

    Number of comments: 2
    I had the pleasure of attending this year’s Finovate NYC last week. I met long-time EverythingCU member Sonya MacDonald in person for the first time. She was in attendance because her CU, Randolph Brooks FCU in San Antonio, is piloting a program from mobile banking provider mShift, which will allow mobile [...]
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    Posted: October 06, 2009, 11:15am EDT
    by Morriss Partee

  • Recent Watershed Developments: Twitter Banking

    Number of comments: 5
    I haven’t written before about what twitter banking would look like because of the poor adoption rate of SMS/text banking. But it’s a logical evolution. Vantage CU in St. Louis, MO, is the first to launch twitter banking, and they’ve called it TweetMyMoney. EverythingCU member Eric Acree, EVP, has led [...]
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    Posted: October 05, 2009, 11:13am EDT
    by Morriss Partee

  • Recent Watershed Developments: Augmented Reality

    Number of comments: 2
    Augmented Reality has come to the iPhone. This is big news. What is Augmented Reality? Here is the wikipedia article on it. An example: Info on Yelp’s Augmented Reality offering. Why is this a big leap forward? For several years, the new layer of information supplied online, that overlays the physical world [...]
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    Posted: October 02, 2009, 11:22am EDT
    by Morriss Partee

  • My new least favorite word: Onboarding

    Number of comments: 10
    Two weeks ago, I saw some twitter conversation that included the word “onboarding.” Every time I see this word in print, or hear it in conversation, I put bandages on my ears in a futile attempt to stop the bleeding. “Onboarding” is a new term that financial institutions and other [...]
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    Posted: September 17, 2009, 10:20pm EDT
    by Morriss Partee

  • The Shevlinator is back!

    am very excited that Mr. Ron Shevlin is back and blogging again, and debunking more marketing myths than ever before. I always appreciate the analysis and dose-of-reality he brings to his topics. There are two reasons that I love Ron’s blog: Ron’s excellent, and usually humorous posts, but equally important, the [...]
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    Posted: September 16, 2009, 12:21pm EDT
    by Morriss Partee

  • PlumWall™ Explained

    For those of you missed my free EverythingCU webinar, PlumWall™ Explained, I’ve put it online on SlideShare.net for your viewing pleasure. The last portion of the slidecast includes outstanding questions from you, our members, and my answers to them. Enjoy! PlumWall Explained View more documents from mmpartee. [...]
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    Posted: August 26, 2009, 1:06pm EDT
    by Morriss Partee

  • Credit union merging into a bank

    Number of comments: 3
    I just had a conversation with Ms. Debra Trautman of the Maine CU League/Synergent, and she reminded me that the CU-to-Bank Conversion of Kennebec Valley FCU (KVFCU) is coming to a conclusion soon. I was first alerted to this conversion by Christian Mullins at BarCampBank NewEngland 1.5 years ago. Here is [...]
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    Posted: August 25, 2009, 5:58pm EDT
    by Morriss Partee

  • Describing a credit union

    Number of comments: 2
    Last week, some great conversation kicked up on EverythingCU about how to describe a credit union in 30 seconds. (Thanks, Butch!) My own opinion is that describing a credit union is much like the fable of the six blind men and the elephant. Each of the blind men touches a different [...]
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    Posted: August 20, 2009, 1:36pm EDT
    by Morriss Partee

  • Louisiana CU League is the best ever

    Number of comments: 1
    The fine folks of Louisiana are amongst the finest credit union professionals in the world. The food is great and the people are even better. [...]
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    Posted: July 31, 2009, 12:48pm EDT
    by Morriss Partee

  • FREE PlumWall Informational webinar, July 16

    For credit union professionals, I will be holding a short, free informational webinar about our new social media/ testimonial product, PlumWall on Thursday, July 16, at 2 pm Eastern/1 pm Central. You are probably already at least somewhat familiar with social media. Have you set-up a blog, created a facebook fan [...]
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    Posted: July 08, 2009, 4:48pm EDT
    by Morriss Partee

  • Your tweets are not being seen

    Number of comments: 10
    Your tweets are not being seen by who you think they are. Specifically, any “reply” tweet, which starts with an @ symbol, followed by a person’s twitter handle, is not being seen by the majority of your followers. It was a conversation with Rebecca Corliss, aka @repcor, after the presentation she [...]
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    Posted: June 30, 2009, 3:30pm EDT
    by Morriss Partee

  • Is your CU part of the Twitterverse yet?

    Number of comments: 1
    CU Times just published an excellent article on Credit Unions and Twitter that features yours truly. I heart CU Times, and have for many years! [...]
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    Posted: June 01, 2009, 1:49pm EDT
    by Morriss Partee

  • And now for something completely different…

    Number of comments: 6
    In a 180-degree break from the norm of information posted on this blog, I am announcing a brand new blog, called Wooing Your TQ. This blog is inspired by my having fallen in love with a TwitterQueen. What is a TwitterQueen you may be asking? TwitterQueens are professional women helping [...]
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    Posted: May 16, 2009, 2:02am EDT
    by Morriss Partee

  • EverythingCU hits 1,000,000 mark

    EverythingCU.com just hit the 1,000,000 mark for discussion messages viewed on the site since inception in 2001. That’s a lot of message viewing, especially since EverythingCU is a closed community of less than 6900 credit union professionals. Just goes to show that us marketing-types like to “talk.” In honor of this milestone, [...]
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    Posted: May 07, 2009, 2:08pm EDT
    by Morriss Partee

  • Announcing PlumWall

    Number of comments: 2
    “It’s not about the CU story you tell your members — it’s all about the story your members tell themselves about doing business with your credit union.” — Ron Shevlin, Aite Group, at BarCampBank NewEngland 4.5.08 There is something new on the EverythingCU home page, and in the navigation bars, called [...]
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    Posted: May 05, 2009, 11:24am EDT
    by Morriss Partee

  • Tri-District CUs are the best

    The fine Western New York CU’ers are having a great time learning about World 2.0 in Ellicottville, an adorable resort town in the Enchanted Mountains. I’ve got to ski here someday very soon! I guess I made a good case for CUs to get involved in social media in my [...]
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    Posted: May 01, 2009, 3:30pm EDT
    by Morriss Partee

  • Time to rethink Marketing 1.0 techniques

    My new friend, and Amherst native, Ron Miller has graciously allowed me to be a guest author on his new blog, Social Media 101, which is co-created with Julie Roads. I met Ron through mutual friend Tish Grier, who brought the two of us together, along with Ann Kingman, to be [...]
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    Posted: April 17, 2009, 10:39am EDT
    by Morriss Partee

  • World 2.0 brings us to Pokagon

    Number of comments: 2
    What is World 2.0? And why do I use this term to explain the new environment in which we live? The web, and in particular the new engagement known as social media, has fundamentally changed the way that we, as people and organizations, exist in the world. By connecting all [...]
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    Posted: April 16, 2009, 1:44pm EDT
    by Morriss Partee

  • Confessions of a reformed wallflower

    Number of comments: 5
    When I was a kid, I was painfully shy. Those of you who have met me in person would probably not believe it, but it’s true. When I met William Azaroff of Vancouver in Manchester, NH a couple of weeks ago to tour America’s CU Museum, and then later that same [...]
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    Posted: April 08, 2009, 2:47am EDT
    by Morriss Partee

  • Seven Thoughts from PodCamp

    Number of comments: 5
    Seven: Everyone has a story. Every camper brings their own story to the table, and experiences the camp in their own unique way, with their own perspectives, goals and ambitions. Six: Enable others to connect with each other. It turns out that AuctionWally enjoys Voodoo Steve’s indie podcast. How cool is [...]
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    Posted: April 03, 2009, 2:59am EDT
    by Morriss Partee

  • PodCamp WesternMass: A smashing success

    Number of comments: 1
    Last Saturday, March 28, 2009, we held the first PodCamp in Western Massachusetts. I wasn’t familiar with any “camp” event before Robbie Wright invited me to the first BarCampBank in North America, BarCampBank Seattle in the summer of 2007. I didn’t attend, but after reading the glowing, superlative-laden blog reviews [...]
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    Posted: April 03, 2009, 2:23am EDT
    by Morriss Partee

  • NCUA takes over US Central and Wescorp

    BREAKING NEWS: THE NCUA HAS JUST TAKEN CONSERVATORSHIP OF BOTH U.S. CENTRAL FCU AND WESCORP. Initial reports are that the NCUA is going to fee regular credit unions another 10 basis points. NCUA Press Release 3.20.09 Management at US Central and Wescorp will be replaced: Wall Street Journal 3.20.09 Reuters story on it 3.20.09 WesCorp’s new [...]
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    Posted: March 21, 2009, 12:00am EDT
    by Morriss Partee

  • Will Magnus- I love you man, but BZZZZTT!

    Will Magnus is a comic book scientist, and the pseudonym for a very smart guy who is giving us an insider’s view of the mess at the Corporate Credit Unions. His blogging has enlightened me in ways that an outsider otherwise would never know, including sharing with us a top-secret Letter [...]
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    Posted: March 20, 2009, 11:47am EDT
    by Morriss Partee

  • Vomit-Inducing Monetary Euphemisms

    Number of comments: 10
    There are many euphemisms involving the bathroom (which itself is a euphemism). Rest room, wash room, W.C. (water closet), little boys/girls room, lavatory, powder room, latrine, etc. But seemingly running a close second on the list of most euphemisms must be money. Building on Tim McAlpine’s Crapspeak blog post, I am [...]
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    Posted: March 16, 2009, 8:16pm EDT
    by Morriss Partee

  • Can we bring transparency to CU governance?

    Number of comments: 5
    I’ve been used to the idea that all credit union data is available to the general public, thanks to the Freedom of Information Act, ever since I discovered the existence of the complete financial data for all of the approximately eight thousand federally-insured credit unions in the United States back [...]
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    Posted: February 23, 2009, 3:19pm EST
    by Morriss Partee

  • Can someone please buy the NCUA a clue?

    Number of comments: 10
    I have an excuse for not knowing much about the credit union movement for the first 8 or so years I was involved in working with it; I was never an employee of a credit union. I was just a vendor; and the credit union was just a client. I [...]
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    Posted: February 13, 2009, 3:54pm EST
    by Morriss Partee

  • Blindsided by US Central and the NCUA

    Number of comments: 10
    This entry is a foundational explanation as to what’s going on in credit union-land for those who are shocked (as I was) to the NCUA’s Corporate Stabilization Program announcement two weeks ago. If you are a veteran of the credit union (CU) movement, please ignore this basic information. (Disclaimer: I [...]
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    Posted: February 12, 2009, 1:41pm EST
    by Morriss Partee

  • The NCUA Corporate Stabilization Plan

    Number of comments: 7
    Here are links to discussion and resources about the NCUA Corporate Stabilization Program: Resources from the NCUA itself and CUNA: NCUA Corporate Stabilization Program resources CUNA Advice and Calculators President/CEO of US Central, Francis Lee, offers an open apology (pdf) Webinars/teleconference about it: CUNA’s Teleconference NAFCU’s webinar CUES’ webinar Blogs about it: CUES Skybox: Corporate Stabilization: The longer view EasCorp’s Melchionda [...]
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    Posted: February 05, 2009, 1:10pm EST
    by Morriss Partee

  • Communicating Your Strength

    It’s a scary time for the U.S. economy, and an awful time to be a bank. On the other hand, there has never been a better time to be a credit union than right NOW. This is our moment to shine, a beacon of hope and goodness in a sea [...]
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    Posted: January 30, 2009, 3:02pm EST
    by Morriss Partee

  • The Innovator’s Dilemma

    Today, Matt Davis, aka the CUWarrior, whom I had the pleasure of meeting at last October’s 2008 Indy Partnership Symposium, and has a blog here, posted a great article on Open Source CU, titled Using the Blue Light to get a Green Light. He brings up some great points about innovation, [...]
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    Posted: January 30, 2009, 2:02am EST
    by Morriss Partee

  • The car is about to go social

    Number of comments: 5
    Yesterday, I saw this tweet from Gordon Snyder: RT @michaelgass: The Next Social Network? Your Car http://snipr.com/al9an about 8 hours ago from TweetDeck I was very intrigued as I read the AdAge article referenced in the tweet above. It’s exciting to see Ford working on going social. The ramifications of auto makers [...]
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    Posted: January 27, 2009, 1:47pm EST
    by Morriss Partee

  • BarCampMoney NYC or BarCampBank NYC?

    Number of comments: 10
    Last year, I was delighted when Frederic Baud, one of the organizers of the first BarCampBank (in Paris), tweeted that he just discovered that BarCampMoney NYC was to be held on April 14, 2008. By complete coincidence, the organizers, including Jonah Keegan, had gained momentum to put on the event [...]
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    Posted: January 26, 2009, 3:05am EST
    by Morriss Partee

  • New Year, New Budget, New Goals

    Number of comments: 4
    At the prompting of EverythingCU member Mike Anderson, I decided to do a little slicing and dicing of the EverythingCU Marketing Budget Report to find out what the actual national average is for total marketing budget spent compared to total net new members walking in the door. I have good news [...]
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    Posted: January 05, 2009, 9:45pm EST
    by Morriss Partee

  • Six blind men and the twitterphant

    Number of comments: 2
    You may have heard the Indian fable about the six blind men and the elephant. Six blind men happen across an elephant, and each feels a different part of the elephant. Each describes the elephant according to what he feels. The one who bumped into the body of the elephant [...]
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    Posted: December 22, 2008, 8:39pm EST
    by Morriss Partee

  • Credit Union innovator Tim McAlpine

    Enclosure: [download]
    When Tim McAlpine interviewed me on May 30th of this year, he agreed to allow me to interview him in return. The results came out well, thank goodness! Here’s the interview on Tim’s Currency Marketing/CU Brand blog. While Tim has managed to crank out 15 interviews in the past year, alas, [...]
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    Posted: December 09, 2008, 8:50am EST
    by Morriss Partee

  • Marketing 2.0 in song

    Number of comments: 3
    There are times when experience trumps youth. But in marketing today, fresh thinking is where it’s at. I had the pleasure of meeting Rebecca Corliss (@repcor on twitter) at PodCampBoston 3, and discovered a wonderful YouTube video of her college singing group spontaneously performing Torn, a capella, on the Boston [...]
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    Posted: December 08, 2008, 12:49pm EST
    by Morriss Partee

  • Paul Raffa is making things happen in Southbridge

    Number of comments: 2
    Matt Taggart and I just visited Paul Raffa at Southbridge CU here in Massachusetts. Paul is doing some great things at his CU! Matt and I are visiting CUs throughout New England to meet our friends in person, learn what they are doing with our site, find out how we can [...]
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    Posted: December 04, 2008, 4:36pm EST
    by Morriss Partee

  • The value of LinkedIn

    Number of comments: 3
    LinkedIn can be an amazing online resource. It’s a lot like an online rolodex, but is much more than that. Even before LinkedIn started beefing up its site with groups and discussions, there was already a lot of value in it. Here are the top five ways I see LinkedIn [...]
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    Posted: November 25, 2008, 4:37pm EST
    by Morriss Partee

  • You only turn 100 once

    Number of comments: 1
    It’s another very special day in the CU movement today…. The very first credit union was established 100 years ago today in Manchester, New Hampshire. It’s called St. Mary’s Bank, and you can visit the place where the U.S. branch of the movement started on that same spot in what is [...]
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    Posted: November 24, 2008, 10:05am EST
    by Morriss Partee

  • Minnesota CU marketers rock!

    I’m not just saying this because this is a live blog in front of them, but the fine marketing professionals of Minnesota are among the most dedicated in the nation. It’s a pleasure demo’ing World 2.0 to this group. Tonia learned all about twitter, Joline thinks the EverythingCU.com marketing budget [...]
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    Posted: November 20, 2008, 4:50pm EST
    by Morriss Partee
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