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NEFMA 2014 Winter Conference
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1/23/2014 to 1/24/2014
When: January 23 - 24, 2014
Where: Woodstock Inn & Resort
14 The Green
Woodstock, Vermont  05091
United States
Contact: Maria Brogan

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Join us for NEFMA's 2014 Winter Conference at the charming Woodstock Inn in Woodstock, Vermont!

Our 2014 Winter Conference is being held January 23 - 24th at the beautiful Woodstock Inn and Resort in the quintessential New England Village of Woodstock, VT. We invite you to escape to the Woodstock Inn with us, where you can relax in well-appointed guestrooms, enjoy local attractions, and view lovely panoramas.


Thursday, January 23

  • 1:00 - 2:00 pm: Tour of Simon Pearce – attendees will be asked to stop at Simon Pearce on their way into Woodstock or drive to the plant on their own
  • 4:00 - 6:00 pm:Sleigh ride and refreshments (continuous shuttle to Billings Farm Museum for sleigh ride will be available)
  • 5:30 - 6:00 pm: New member reception
  • 6:00 -7:00 pm: Networking reception
  • 7:00 pm: Dinner with special guest speaker Clay Adams of Simon Pearce

Friday, January 24
  • 8:45 - 9:00 am: Welcome by NEFMA President Bill DeWitt
  • 9:00 - 9:50  am: Planning & Research: Getting to know your customers – new ideas for focus groups, research and more. Presented by Bill Bannon, President, Bannon and Company and Jeff Steblea, Vice President, Market Street Research.
  • 10:10 -11:00 am: Compliance: Compliant Sales and Marketing Strategies: The latest on consumer protection issues and what bank marketers need to understand about UDAAP regulations. Presented by Matthew Coletti, Retail Lending Compliance Consultant, FIS.
  • 11:15 - 12:05 pm: Event Planning Essentials: Discover innovative trends and learn the best practices for planning, managing, and executing successful events. Presented by Stefa Normantas, co-owner of New England Made Shows and Green Tree Event Consultants.
  • 12:05 - 1:00 pm: Lunch
  • 1:00 - 1:50 pm: Relationship Building: Learn how to stop selling products and start building relationships. Presented by Ted Rosen, President, Expert Business Development.

  Make your overnight room reservations at The Woodstock Inn and Resort on or before December 31, 2013 to take advantage of our low group rate of $179/night. Rooms costs will be at rate-available after December 31. Call 802-457-1100 to reserve your room -- don't forget to identify yourself as part of the New England Financial Marketing Association!

CANCELLATION POLICY  All attendee cancellations must be in writing. Cancellations received by January 13, 2014 will be offered a refund less a $50 cancellation fee. No refunds after January 13, 2014.