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Introducing Our New Website!

Posted By Adam Cupples, Monday, August 19, 2013
Updated: Tuesday, November 19, 2013

To Our Valued NEFMA Members,

We are excited to inform you that we havelaunched a brand new version of the NEFMA website! The site is a better representation of NEFMA’s brand and its interface is more user-friendly. Clearer navigation and customizable membership profiles are among some of the improvements and features.

Other improvements include:

  1. Conference Registration: register for events online, view event registration attendee lists and comments, read comprehensive event information and details, view event-specific photo galleries, receive email registration confirmation and reminder emails for registered events, view and print event location maps.
  2. Member Registration: auto-approval via email, directory matching, multiple member type registration, duplicate detection system with conversion, lost password reset option, membership dues payment, username and personalized URL management.
  3. Member Profiles: maintain personal and professional information, supply extended biographical information, select profile field visibility by other members.
  4. Member Directory Search: search members, invite members to join your connections list, email and message members directly from site.

Our new website’s management system includes many more robust features and we will continue to update you as they are implemented.

To log in to the website for the first time, you will use the email address you provided to NEFMA with your application as your username and your password will be NEFMA123. Upon your first login, we recommend that you change your password.

Thank you to the NEFMA members who gave of their time to help with setting up our new website. Please know that we are always open to feedback regarding ways to improve our online service.

Finally, if there are any questions specific to the website and launch, we ask that you contact us at

We look forward to serving you even better in the future.

Yours sincerely,

Adam Cupples
Vice President
New England Financial Marketing Association

Tags:  NEFMA News 

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Welcome McKenna Management

Posted By NEFMA, Sunday, April 14, 2013
Updated: Tuesday, November 19, 2013

Along with some new members and first time conference attendees, there will be some new faces at the May conference in Framingham. We are pleased to announce that McKenna Management, Inc. of Chelmsford, MA has been hired as NEFMA’s new association administrator. Company principal Pam McKenna and account executive Maria Emrick will be joining us at the event for their first NEFMA conference.

McKenna Management will support NEFMA’s needs relative to general administration, conference planning and execution, financial management, as well as membership recruitment and retention. McKenna Management currently supports 20 other associations and foundations, including the New England Society of Association Executives, the Human Resource Leadership Forum and the Massachusetts Podiatric Medical Society.

We would also like to thank Beth Kurth and Kurth & Company for 5 years of outstanding support. They have played an important role in NEFMA’s growth and success, and we wish them well.

Tags:  NEFMA News 

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Fall Conference in Review

Posted By NEFMA, Monday, October 29, 2012
Updated: Wednesday, November 20, 2013

The NEFMA Fall conference was held in Needham, MA on October 21 and 22.

Over 130 financial marketers attended the event titled "Looks Who's Talking, practical advice and discussions on improving your budget, your brand and your community presence." With a new time format and predominantly member lead panels, the conference received rave reviews. Add your thoughts on the NEFMA LinkedIn page.

The conference kicked-off with Thursday night's dinner speak, Jack Rossin. Jack a marketing consultant and former advertising agency principal, spoke of his experiences, early in life, working in a pawn shop and how the lessons he learned there translated into important business practices (e.g. positioning a product to the needs of the customer, the value of listening to consumers and how to sell confidently). To learn how some simple techniques can help you present more confidently, sign-up for Jack's presentation tip email by emailing him at and putting "subscribe" in the subject line.

Friday morning was kicked off with a panel titled "Building a Bullet-Proof Budget", included in the panel were Gerald Coia, President, Eastern Federal Bank; Joe Casey, CFO. HarborOne Credit Union; Monica Curhan, VP and Marketing Director, Citizens-Union Bank. Key discussion points included: 1) understanding the workings of ALCO and how the banks make money, so that can be translated into marketing initiatives that both drive financial results and build the brand; 2) positioning Marketing as a key business driver in the organization, not just a staff function; 3) the importance of knowing the details of where you are spending your money and the historic results that spending has achieved; and 4) having confidence (and thick-skin) when presenting the budget to the CFO and CEO.

Greg RosenfromNES Groupdiscussed "Branding Your Branch Experience" and key factors in tying your brand to the physical aspects of your branch. He urged attendees to be mindful of how their brand is interpreted by customers based on the physical architecture, visual imagery, and auditory, olfactory and other visual cues. He also stressed the importance of understanding how customers' behavior in the four key physical zones: attraction, welcome, transaction and relationship.

Paul Scully, President and CEO, Country Bank; Beth Eckel, Senior Vice President, Washington Trust; and Tony Battista, Vice President, St Mary's Credit Uniondiscussed the importance of institutionalizing community involvement in a panel titled "Good Citizen or Strategic Community Leader, Is your institution effectively marketing your community involvement?" Some of their advice included: 1) being clear about the objectives of your community efforts; 2) being disciplined in how you evaluate and allocate the dollars available; 3) the importance of engaging employees in your community efforts and perhaps incorporating a community component into performance evaluations.

The conference ended with a high-energy conversation about Facebook between Kristin Brandt, Vice President, Sundin Inc. and Joe Trafton, Senior Vice President, Connecticut Online Computer Center (COCC). For a recap of that discussion, please click here to read more.

Tags:  conference  NEFMA News 

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Calling All Members: Help Take NEFMA to the Next Level

Posted By Bill DeWitt, Vice President, NEFMA, Saturday, June 2, 2012
Updated: Wednesday, November 20, 2013

As Lisa Griffin previewed in the May edition, NEFMA held its annual strategic planning session in Lenox, MA on June 7. In years past, the new Board held its Board retreat on Day 1 (Thursday) followed by the strategic planning session opened to all members on Day 2 (Friday).

Well this year, we reversed the schedule and held the strategic planning session on Day 1, thus allowing the Board to hit the ground running on Day 2 and begin putting the strategic plan together fresh off of the input from members.

As a member–run and member-driven organization, we succeed only by the input and action of our member volunteers. At this year's planning session we were fortunate to have in attendance virtually all the members of the Board (except Julie Rotar, who was home with new born son, Eamon), as well as number of other NEFMA members:Jillian Adams, Pannos-Winzeler; Kerry Chaffer, HCC Marketing; Andrew Erickson, Guerilla Board, Corp.; Ashley Hopkins, HCC Marketing; Josh Moritz; Creative Partners; Jamie Richardson, Claremont Savings Bank; and Carrie Shelfhaudt; McDougall & Duval.

While six hours of brainstorming produced countless pages of ideas, the Board agreed that in order to hold itself accountable for thoughtfully executing its strategic plan, it needed to prioritize and limit the number of projects undertaken for the year. It also became clear that all of these initiatives would benefit from broader member participation.

Below is the list of action items that each committee has committed to completing in the year ahead. As you review the list, if there is a particular project that you would be interested in assisting with, please contact the Board member chairing that committee. Without the support of our members, it will be difficult to enhance the NEFMA experience and improve the quality of our programs.

Action Items

Assigned to committees

Sales & Membership (formerly Membership), chair:Jim Briand; vice chair:Judi Hess

  • Develop New Member Onboarding/Mentoring Program
  • Execute an Annual Membership Drive (similar to many local Chambers of Commerce)
  • Explore alternative member pricing models (e.g. bundling exhibition space and program sponsorships for service members and creating multiple membership tiers for financial institutions)
  • Create a member referral/reward program to reward current members for attracting new ones.
  • Undertake a communications audit to make sure all materials are consistent with the NEFMA brand.
  • Explore alternative ways to distribute membership information (online vs. paper)

Marketing (formerly Communications), chair:Adam Cupples; vice chair:Julie Rotar

  • Develop overall marketing strategy
    • Rebrand NEFMA (e.g. is it time to refresh the positioning statement and create a graphic treatment more consistent with the name and positioning)
    • Market Research on prospective customer needs (i.e. what is the gap between what prospects of NEFMA are looking for and what NEFMA delivers)
    • Involvement on website redesign committee

Programming, chair:Vince Valvo; vice chair:Janice Lea

  • Explore number and format of annual conferences (e.g. reduce the number of large conferences and augment with smaller micro-conferences or webinars)
  • Re-establish marketing boot camp class
  • Identify opportunity for higher profile speakers (i.e. will it enhance the NEFMA brand and have a positive ROI on conference profitability)

We hope you will get involved in helping to make NEFMA not only a more customer driven association, but also one that is higher performing and worthy of the best marketing minds in New England.

Tags:  NEFMA News 

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