Business Partners
Get Technical, Inc.Deborah Crawford is the President of gettechnical inc, a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation. Her 24+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts. |
Deborah Crawford, President |
Marilyn Kobb — Team Facilitator & CoachMarilyn Kobb has more than twenty-five years of experience in organization development, team facilitation, coaching, and training. Her experience enables her to draw on a broad spectrum of clients, challenges, approaches, and methods. Marilyn works with organizations to develop strategic alignment and collaborative working relationships within and between groups...and to convert strategy to action and performance results:
Examples of team alignment process deliverables: Clear direction, roles, and expectations; stronger communication, commitment, and working relationships; team culture that inspires collaboration, accountability, and performance...and bridges differences in corporate and national cultures; identification of—and strategies/solutions for addressing—opportunities, risks, challenges and critical issues; concrete path forward with actions, dates, and champions. Marilyn also coaches individual employees—and private individuals—to address specific desired changes or goals. She partners with her coaching clients for creation of personal and professional fulfillment. Marilyn supports them in identifying self-limiting beliefs, thoughts, and behaviors...and in using a proven, user-friendly process to create the life they want. Methodologies include behavioral styles and values assessments, PER-K®, PSYCH-K®; Radical Forgiveness, and a full spectrum of competencies in such coaching areas as: personal effectiveness, interpersonal communication, leadership, team effectiveness, performance management, facilitation, meeting management, and presentations. PARTIAL LIST OF CLIENTS: American General Corporation, Atlantia Offshore Limited, Bank United, BHP Billiton Petroleum, BMC Software, BP, ConocoPhillips, Domino Sugar, Fluor Corporation, Galleria Limited, Gulf Coast Regional Blood Center, Houston Community College System, Inelectra, Jacobs Engineering Group, Jacobs Field Services, Kellogg Brown & Root, Mariner Post-Acute Network, M.D. Anderson Cancer Center, Mustang Engineering, NOVA Bus, Ocean Energy, Reliant Energy, Setec Protection Service, Shell Deer Park Refinery, Technip USA, The University of Texas Medical Branch Galveston, WorleyParsons. CONTACT: |
Marilyn Kobb |
MarquisMARQUIS guarantees results with CRA, HMDA & Fair Lending Software, Services, and Compliance Consulting. We are so confident that we will make you successful – We Guarantee it! The risk is ours. The results are yours to keep. Software - CRA, HMDA & Fair Lending Over 750 MARQUIS clients worldwide are receiving measurable results with CRA, HMDA Fair Lending and Professional Consulting. As you seek results for compliance for CRA, HMDA or Fair Lending, please know that we deliver results. Nothing else matters. Contact Information: |
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The National Banks of Central TexasBrian Townley is Senior Vice President of The National Banks of Central Texas where he serves as their Director of Marketing and Director of Human Resources and Employee Development. He is also President of Motivational Management Group, which is also owned by National United Bancshares. |
Brian Townley, Senior Vice President, The National Banks of Central Texas
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Pinnacle Financial StrategiesFor 13 years Pinnacle has worked with more than 900 banks and credit unions to improve their profitability. True to their core competency, the singular focus remains developing products and services that increase financial institution's non-interest income and decrease its non-interest expense. Given a complex regulatory environment, compliance expertise has always been an important part of their service to clients. Because they share the clients' commitment to community, all programs are consumer-focused and fully disclosed. In-depth employee training and customer communications are crucial factors in the successful implementation and go hand-in-hand with a commitment to maintaining regulatory compliance. Their 89% customer renewal rate suggests that their conservative, compliance-driven and evidence-based consultative approach is delivering the results community-based financial institutions are demanding. Whether it's partnering to implement the industry's leading Disclosed Overdraft Protection program, implementing a truly customized Rewards Checking program or engaging in a data-driven consulting assignment, it's their mission to help financial institutions succeed. What is the "Pinnacle Perspective"? It means a PARTNERSHIP point-of-view in which success of the financial institution is a shared objective:
All of Pinnacle’s PRODUCTS AND SERVICES have been designed specifically for financial institutions.
The Pinnacle Approach to business builds on the existing strengths of community banks and credit unions in creating strong customer relationships. CONTACT: Michael Wilson at Pinnacle Financial Strategies, 1235 North Loop West, Suite 800, Houston, Texas 77008, phone 713.335.4596 or email michael.wilson@pinnstrat.com. |
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Safe Deposit SpecialistsDavid McGuinn, President of Safe Deposit Specialists, is a former banker with over 40 years of safe deposit experience. He is often referred to nationwide as the safe deposit GURU. In all 50 states he has trained over 250,000 safe deposit managers and personnel since 1969, and has served as President of the American Institute of Banking and the American, Texas and Houston Safe Deposit Associations. All four organizations have presented him with their President's Award for his dedication to the financial industry. Dave is a featured speaker for the American Bankers Association's TV network and has been interviewed by the Wall Street Journal, Dow Jones Money Watch, Bottom Line Financial, Washington Post, New York Magazine, Associated Press, Money Magazine, AARP, National Public Radio, CUNA, FDIC, Court TV, CNN, CBS, ABC and NBC Nightly News on current safe deposit issues. McGuinn has created numerous safe deposit operations, audit, disaster, security and compliance manuals, brochures, forms, videos and Internet/audio training programs. His safe deposit products and training seminars are now recognized as the recommended standard for the financial industry. All of his safe deposit resource items can be reviewed at www.sdspec.com. CONTACT: Dave McGuinn @ Safe Deposit Specialists, P. O. Box 40026, Houston, Texas 77240-0026, phone (713) 937-9929 or email sdspec@aol.com. |
David McGuinn, President Download Article (Word doc): |
CoreTrac, Inc.Providing easy-to-use & affordable Customer Relationship Management (CRM)/Sales Force Automation (SFA) software specifically architected for community financial institutions. Delivering the power to track leads and referrals, manage contacts and pipelines, set goals, measure performance, track incentive programs, and create reports with integration to your core and other data sources for a complete view of your client and prospect relationships. |
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Arkansas Bankers AssociationCommunity Bank & TrustLouisiana Bankers AssociationMy Bank TexasNebraska Bankers AssociationNSS Corp.Strain & AssociatesTexas Bankers AssociationTexas Gulf Bank |
