Benefits Selling magazine unveils top broker at 2013 Benefits Selling Expo

San Diego, CA (April 30, 2013) – Summit Business Media’s Benefits Selling magazine announced today that Aaron Davis, president of Next Logical Benefit Strategies in Westminster, MD, has been named the 2013 Broker of the Year at the 9^th Annual Benefits Selling Expo in San Diego. Benefits Selling’s Broker of the Year is one of the industry’s most prestigious awards and identifies brokers and consultants who have influenced the benefits industry in a positive way.

Read more.

“This is a critical time for the benefits industry as a whole, but a great time for benefits brokers and consultants to demonstrate their value in a period of unprecedented uncertainty about medical coverage and its costs,” Benefits Selling Editor Denis Storey said. “Aaron Davis’ nontraditional, proactive approach to client needs and a strong focus on health insurance and wellness provide clients with valuable tools to address rising healthcare costs while ensuring that employees receive the proper level of care. We congratulate Aaron on his choice as 2013 Broker of the Year!”

With many staff members who are health care clinicians and experts in wellness, nutrition and behavior modification, Next Logical Benefit Strategies can identify those within employee populations who are driving up costs and ensure they receive the proper level of care. The firm handles a full ancillary line, including dental, vision, life, and disability insurance as well as consumer-driven health plans.

The other finalists for the 2013 Broker of the Year award were:

• Dean Clune, Area Vice President of Gallagher Retirement Services in Itasca, IL
• Debbie Gilbert, Owner and President of Innovative Insurance Solutions in Grapevine, TX
• William (Tinker) Kelly, President of Voluntary Employee Benefit Advisors in Nashville, TN
• Trey McLaughlin, Principal of McLaughlin Smoak & Clarke Benefits in Mount Pleasant, SC

To find out more about the 2013 Broker of the Year, please visit BenefitsPro.com—and stay tuned to the May issue of Benefits Selling magazine.

ABOUT BENEFITS SELLING
Benefits Selling is the authority for brokers and agents selling group and voluntary employee benefit products. As the industry leader, the editorial mission of Benefits Selling is to cut through the fluff and provide brokers with the best sales strategies, reveal upcoming trends and analyze the latest research in order to be the most successful, customer-based brokers in the business. Our goal is to provide the most practical sales-focused information for benefits brokers and agents to help them act as an invaluable resource for their clients. We strive to be the leading resource in the benefits market by delivering exclusive real world sales tactics, news and information through our magazine & web site and by bringing brokers together with other market players on BenefitsPro.com and at Benefits Selling Expo.

ABOUT SUMMIT BUSINESS MEDIA
Summit Business Media is the leading B2B media and information company serving the insurance, financial services, legal and investment advisory markets. Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data. Summit services the information needs of its customers through numerous channels, including digital, print, and live events. For more information, please visit SBMedia.com.

Contact:
Denis Storey
Editor, Benefits Selling
(720) 895-3964
dstorey@benefitspro.com
BenefitsPro.com

This entry was posted on Wednesday, May 1st, 2013 at 9:46 am and is filed under Award, News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

New York, NY, April 8, 2013– Summit Business Media, a leading business-to-business media company serving the insurance, financial services, legal and investment advisory markets, announced that it has named Lloyd M. Johnson, Jr. as Publisher, Community Leader for its InsideCounsel brand.

Johnson is a knowledgeable media and legal professional who brings a wide range of print, digital and events experience to Summit.  Johnson has over 30 years of experience, including the creation of numerous magazines such as Diversity & the Bar, Chief Legal Executive and Litigation Management Magazines.  Most recently, Johnson established the highly successful Transformative Leadership Awards, and is working with the InsideCounsel team on a new event, Women, Influence and Power in the Law, debuting October 2nd in Washington DC.

John Whelan, President of the Financial Services Group at Summit said, “We’re really excited to welcome Lloyd to the team as we look to build on the strengths of the InsideCounsel brand. These include our unique understanding of the challenges faced by in-house counsel, as well as our recognized leadership in delivering digital, events and custom media solutions for this audience. Lloyd will ensure the brand will continue to place innovation and a commitment to excellence at the heart of everything we do.”

Johnson added, “The challenges and structural changes that will occur in the legal industry over the next five years present perhaps the most important inflection point the legal industry has ever faced.  Additionally, technology and new media provide fresh opportunities for connecting with and engaging clients.  There will be phenomenal growth opportunities for firms and companies that are well positioned in the market place and I am particularly excited to be joining Summit at this time.”

About InsideCounsel

InsideCounsel’s mission is to provide the strategic tools that general counsel need to better manage their legal departments and fully understand the business risks companies face today. InsideCounsel’s unique coverage includes benchmarking surveys, examinations of substantive legal issues, regional news and a variety of columns and departments covering such critical areas as litigation, corporate governance, labor and intellectual property. InsideCounsel offers a dynamic website, a monthly publication (print and digital editions), live and online events, custom publishing and enewsletters. Visit InsideCounsel.com for more information.

About Summit Business Media

Summit Business Media is the leading B2B media and information company serving the insurance, financial, legal and investment advisory markets.  Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data.  Summit services the information needs of its customers through numerous channels, including digital, print, and live events.  For more information, please visit www.summitbusinessmedia.com.

Contact
John Whelan
President, Financial Services Group
201-526-1233
jwhelan@sbmedia.com

This entry was posted on Monday, April 8th, 2013 at 1:39 pm and is filed under News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

CU Times shines the spotlight on influential, forward-thinking women reshaping the future of the credit union community

Washington D.C., March 27, 2013—Credit Union Times today announced its latest Women to Watch honorees for 2013.

Launched in 2011, Women to Watch recognizes women challenging the status quo and pushing creative solutions to address what ails their credit union or the industry as a whole. 2013 first quarter Women to Watch are Rebecca Lytle-Reynolds, Senior Vice President of Lending, San Francisco Federal Credit Union; April Clobes, Executive Vice President/COO MSU Federal Credit Union; and Wanda Chambers, Senior Vice President of Payment Services, Suncoast Schools Federal Credit Union.

“Influential, strong, forward-thinking women have shaped the world for centuries,” Publisher and Editor-in-Chief Sarah Snell Cooke said. “We needed to recognize women and their accomplishments within the credit union industry for the future.”

Nominations are taken throughout the year and narrowed down to an elite 10 recognized on CUTimes.com/W2W and in Credit Union Times. The W2W microsite features news, opinions, links to blogs, and recommended reads for aspiring Women to Watch.

2012 honorees are:

• Shari Storm, Senior Vice President, Verity Credit Union
• Caren Gabriel, President/CEO, Ascend Federal Credit Union
• Melanie Vest, CFO, DATCU Credit Union
• Debra Schwartz, President/CEO, Mission Federal Credit Union
• Juli Anne Callis, President/CEO, National Institutes of Health Federal Credit Union
• Jeanne Kucey, President/CEO, JetStream Federal Credit Union
• Jill Nowacki, Vice President of Development, Maps Credit Union
• Marianne Pulice, COO, XCEL Federal Credit Union
• Denise Wymore, Vice President Member Loyalty, Del Norte Credit Union

We changed things up in 2012 and looked also to those who support the industry. So our “10^th” honorees were featured separately in a special focus report entitled Women to Watch Industry Supporters.

Nominations for 2013 are open at CUTimes.com/W2W and will be accepted throughout the year.

About Summit Business Media
Summit Business Media is the leading B2B media and information company serving the insurance, financial, legal, and investment advisory markets.  Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data.  Summit services the information needs of its customers through numerous channels, including digital, print, and live events.  For more information, please visit www.summitbusinessmedia.com.

For information, contact:

Sarah Snell Cooke
CU Times  Publisher/Editor-in-Chief
202.370.4802
scooke@cutimes.com

Myriam DiGiovanni
CU Times Senior Staff Reporter
909.303.2744
mdigiovanni@cutimes.com

This entry was posted on Wednesday, March 27th, 2013 at 10:48 am and is filed under News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

Program recognizes credit union industry’s ‘rising young talent’

Washington, D.C., March 25, 2013—Credit Union Times today announced its newest honoree in its Trailblazers 40 Below program for 2013. Designed to recognize credit union executives under 40 who are working to better the industry’s future, the program includes an online mentoring component that helps young professionals and more seasoned executives to share experiences and learn from each other.

The first quarter Trailblazers 40 Below included Michael Bell, attorney with Howard & Howard; Patrick Basler, President/CEO of First Financial Credit Union (Chicago); and Nathan Schmidt, Executive Vice President of Marketing and Business Development for San Diego County Credit Union.

“Each of these young credit union professionals are commendable for their creative problem solving,” Publisher/Editor-in-Chief Sarah Snell Cooke said. “We enjoyed uncovering each of these rising stars’ stories and their contributions toward a stronger credit union community.”

The 2012 honorees were

• James  Robert Lay, grower of relationships, PTP New Media
• Nathan  Anderson, Executive Vice  President/Chief Operating Officer, Mountain America Credit Union
• David  Tuyo, Interim President/CEO, Pen Air Federal Credit Union
• Lisa  Totaro, Marketing Associate, Sunmark Federal Credit Union
• Matt  Davis, Innovation Director, Filene Research
• Randy  Smith, Co-founder and Publisher, CU Insight
• Matt  Vance, Marketing and Community Manager, Industrial Credit Union
• Fred  Fernandez, Vice President of IT and Remittances, Bethex Federal Credit  Union
• Bill  Clancy, Vice President of Retail Strategy, Lake Michigan Credit Union
• Michele  DeBuhr, Vice President Consumer Credit Administration, OnPoint  Community Credit Union
• Stacey  Walker, Board Director, XCEL Federal Credit Union
• Chad  Helminak, CUDE director of REAL Solutions and outreach, Wisconsin  Credit Union League

Sponsored by CO-OP and now in its third year, nominations are taken year-round and narrowed down to an elite 12 who are recognized on CUTimes.com and in Credit Union Times.

The Trailblazers 40 Below virtual mentoring panel includes the Cooperative Trust, senior executives currently supporting the industry, and the Credit Union Retired Executives network.

Interested in joining the eMentor panel or nominating a young CU professional? Visit CUTimes.com.

About Summit Business Media
Summit Business Media is the leading B2B media and information company serving the insurance, financial, legal and investment advisory markets. Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data. Summit services the information needs of its customers through numerous channels, including digital, print, and live events. For more information, please visit summitbusinessmedia.com.

For information, contact:

Sarah Snell Cooke
CU Times Publisher/Editor-in-Chief
202.370.4802
scooke@cutimes.com

Myriam DiGiovanni
CU Times Director of Social Media/Senior Staff Reporter
909.303.2744
mdigiovanni@cutimes.com

This entry was posted on Monday, March 25th, 2013 at 10:30 am and is filed under News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

New York, March 19, 2013 – Summit Business Media has appointed John K. Moore as group publisher of the P&C Group, focusing on these leading brands: Property Casualty 360 – National Underwriter, American Agent & Broker, and PropertyCasualty360.com. Moore was previously publisher of Life Insurance Selling, another publication of Summit. Moore’s experience in the b-to-b publishing market spans more than two decades. He has been involved with new product development, sales management, trade show development and general management of trade publications.

The P&C Group provides complete coverage of the events and issues affecting all aspects of the property and casualty insurance industry. Summit’s flagship brand, PC360/NU, has been read by industry professionals since 1897. The P&C Group is the definitive source of news and analysis for agents and brokers, risk managers and insurance company executives. PC360/NU and PropertyCasualty360.com have also won numerous industry awards for editorial and design excellence.

“John has a proven track record of developing successful and prosperous advertising campaigns for his clients in the Life & Health Group and we are excited to transfer his outstanding marketing skills to the Property & Casualty Group,” says Dave O’Neil, Director of Sales. “He has demonstrated the ability to create vision, establish strategy and drive revenue growth for his customers using our core lines of business and developing new marketing extensions.”

“Summit Business Media has well established brands in the P&C market,” says Moore. “My goal is to transform our traditional role with customers by connecting marketers with audiences utilizing the latest technologies and media product innovations.”

Moore works and resides in St. Louis with his wife and two children.

Visit the advertise page on PropertyCasualty360.com for more information.

About Summit Business Media

Summit Business Media is the leading B2B media and information company serving the insurance, financial, legal and investment advisory markets.  Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data.  Summit services the information needs of its customers through numerous channels, including digital, print, and live events.  Summit publishes 16 magazines and 150 reference titles, operates 20 websites and hosts a dozen conferences, including the world’s largest mining investment conference held each year in South Africa.  Summit’s Data Division provides detailed information on millions of agents, advisors and benefits plans.

Summit employs more than 300 employees in ten offices across the United States.  For more information, please visit summitbusinessmedia.com.

Media Contact:
Dave O’Neil
Director of Sales, Insurance Market Group
720-895-1532
doneil@sbmedia.com

This entry was posted on Thursday, March 21st, 2013 at 11:04 am and is filed under News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

Sales Team Restructure Solidifies Group’s Customer Centric Sales Approach

New York, March 19, 2013 – Summit Business Media has appointed Tashawna Rodwell as Group Publisher of the Life Health Group, focusing on these leading brands:  National Underwriter Life & Health, Life Insurance Selling, Senior Market Advisor and LifeHealthPro.com. With the promotion, Rodwell will spearhead the restructuring of the Life Health Group sales team with the goal of providing a single point of contact for all clients. Each member of the sales team will be well-versed in the entire suite of marketing products and solutions offered to its clients. Rodwell’s experience in the b-to-b publishing market spans more than ten years. She has been
involved with new product development, sales management, trade show development and general management of trade publications.

Summit Business Media’s Life Health Group provides life and health insurance advisors and producers with the tools they need to run a successful practice and increase their bottom line. Including sales tips, tools and techniques, training and education, networking events, and up-to-date industry news and information, the Life Health Group has quickly become the go-to-resource for life and health professionals.

“Tashawna is one of the most highly regarded marketing professionals in the Life & Health segment and has consistently developed creative, successful campaigns for her clients over the past 10+ years,” says  Dave O’Neil, Director of Sales. “She was instrumental in launching LifeHealthPro.com which, in less than 2 years, has become the most successful marketing tool in the Life & Health markets.”

“In the Life and Health Insurance Industry, Summit Business Media has a suite of well recognized and respected brands,” says Rodwell.  Our team of customer-focused experts will help clients leverage these established brands to develop and launch comprehensive marketing solutions.”

Rodwell works and resides in Colorado with her husband and daughter.

Visit the advertise page on LifeHealthPro.com for more information.

About Summit Business Media

Summit Business Media is the leading B2B media and information company serving the insurance, financial services, legal and investment advisory markets. Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data. Summit services the information needs of its customers through numerous channels, including digital, print, and live events.  For more information, please visit summitbusinessmedia.com.

Media Contact:
Dave O’Neil
Director of Sales, Insurance Market Group
720-895-1532
doneil@sbmedia.com

This entry was posted on Thursday, March 21st, 2013 at 10:58 am and is filed under News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

New York, NY, March 15, 2013 – Summit Business Media announced that its website, PropertyCasualty360.com, received the Neal Award for Best News Coverage for its extensive, multi-media coverage of Superstorm Sandy. PropertyCasualty360.com accepted the award from American Business Media (ABM) during the ceremony in New York City earlier this week.

Also referred to as “the Pulitzer Prize of the business press,” the Neal Awards are the industry’s most prestigious and sought-after editorial honors. ABM established the awards in 1955 to recognize and reward editorial excellence in b-to-b media.

“Superstorm Sandy wreaked havoc on hundreds of thousands of East Coast residents, creating unparalleled challenges for the P&C insurance industry to help these citizens rebuild their lives and livelihoods,” said Jeff Patterson, president of Summit Business Media’s Insurance Group.  “Thanks to the passion, dedication and insight of our PropertyCasualty360.com editorial team, our audiences got an inside look at how their industry rallied to meet those challenges.  We are delighted that the Neal Awards judges recognized the quality and value of our team’s coverage.”

PropertyCasualty360.com, Neal Award Winner:

BEST NEWS COVERAGE –Coverage included two dozen original news reports in the first week, real-time updates about the damage and the P&C industry’s immediate response. Comprised of more than 100 Sandy stories, including slideshows, revealing infographics, and a video of the destruction on Staten Island.
Special Coverage: Superstorm Sandy

Several other Summit Business Media brands were recognized as finalists:

Investment Advisor, AdvisorOne.com

BEST CROSS‐PLATFORM PACKAGE – Comprised a survey of 1,000 advisors, a multitude of executive interviews, four in-depth print articles, a live roundtable with four key experts and additional written and video content on AdvisorOne.
“Pursuing Practice Excellence”

LifeHealthPro.com

BEST SUBJECT-RELATED PACKAGE - Hundreds of hours reviewing financial and legal documents, interviewing sources and piecing together a 21-year history resulted in a robust editorial package complete with an interactive timeline, comprehensive infographics, and investigative features.
The Complete ELNY Saga: 21 Years of Mismanagement, Corruption, Broken Promises and Shattered Lives

PropertyCasualty360.com

BEST VIDEO – Productions included visits to locations such as zoos, funeral homes and disaster-research centers that tell visually compelling stories that enrich insurance professionals’ understanding of the industry.
Video Reports

PropertyCasualty360.com

BEST WEBSITE – Since its launch in January 2011, PropertyCasualty360.com has been recognized by BtoB Media Business Magazine as one of the Top 10 Great Media Sites in 2011, won a Gold National Azbee for Best New or Relaunched Website in 2011, won a FOLIO:  Silver Eddie for Best B-to-B Website in 2012, and was a Neal finalist for Best Website.

About Summit Business Media
Summit Business Media is the leading B2B media and information company serving the insurance, financial services, legal and investment advisory markets. Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data. Summit services the information needs of its customers through numerous channels, including digital, print, and live events.  For more information, please visit summitbusinessmedia.com.

Media Contact:
Josh Heitsenrether
Director of Marketing Services
201.526.0540 x1224
jheitsenrether@sbmedia.com

This entry was posted on Friday, March 15th, 2013 at 10:44 am and is filed under Award, News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

Washington, DC, March 4, 2013 –National Underwriter Life & Health and LifeHealthPro.com, both Summit Business Media properties, received Best Feature for their investigative multimedia story, The Complete ELNY Saga.

National Underwriter Life & Health received this award in the category of publication circulation under 100,000 in the 18th Annual American Business Editors and Writers (SABEW) Best in Business competition.

Also a Neal award finalist, The Complete ELNY Saga, featured in the November 2012 issue of National Underwriter Life & Health and online at LifeHealthPro.com, is a special investigative project that examines the complete history of the Executive Life Insurance Company of New York’s insolvency. Long remembered as one of the life industry’s greatest fiascoes, the ELNY situation is nearing an unsatisfactory conclusion as thousands of payees are finding themselves suddenly cut short by an insolvency process allowed to ramble on for more than two decades. Those charged with safeguarding the public trust have wasted billions of dollars, conducted themselves in a questionable manner and betrayed the very fiduciary duty they were sworn to uphold.

The expanded coverage on LifeHealthPro.com included an interactive timeline of events, a series of infographics illustrating the impact of the saga, a calculator demonstrating the reduction in payments, Structured Settlement Profiles highlighting individuals’ stories, and curated primary resources.

“National Underwriter Life & Health has truly committed to developing best-in-class content for our audience and for the general public, and recognition by SABEW for our efforts is a great way to see how those efforts are paying off,” said Bill Coffin, Editor-in-Chief for  National Underwriter Life & Health. “We are honored to be in such good company as the New York Times, Bloomberg Markets, Fortune and Inc.”

Established in 1964, the SABEW was formed to promote superior coverage of business and economic events and issues. Since then, members of the SABEW have joined together in the common pursuit of the highest standards of economic journalism, through both individual and collective efforts. This year’s competition brought in more than 1,000 entries.

Awards will be presented Friday, April 5, at the Marvin Conference Center at George Washington University. To view the Complete ELNY Saga, please visit http://www.lifehealthpro.com/elny or for more information about National Underwriter Life & Health contact Bill Coffin at bcoffin@sbmedia.com.

ABOUT NATIONALUNDERWRITER LIFE & HEALTH
As the total news source for the life, health and financial services industry, National Underwriter Life & Health is uniquely positioned to provide agents and brokers with timely, insightful information. With the largest, most experienced team of editors in the industry, National Underwriter Life & Health is able to identify, analyze and comment on the latest trends and events for their significance to the market every business day. National Underwriter Life & Health helps life and health agents navigate the specialty markets and sort through critical developments whenever and wherever they are in their day. For more information, please visit LifeHealthPro.com.

ABOUT SUMMIT BUSINESS MEDIA

Summit Business Media is the leading B2B media and information company serving the insurance, financial services, legal and investment advisory markets. Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data. Summit services the information needs of its customers through numerous channels, including digital, print, and live events.  For more information, please visit summitbusinessmedia.com.

Media Contact:
Bill Coffin
Editor-in-Chief, National Underwriter Life & Health
201-526-1230
bcoffin@sbmedia.com

This entry was posted on Monday, March 4th, 2013 at 9:18 am and is filed under Award. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

Survey of Trends and Attitudes about Fiduciary Standard Open to All Advisors

NEW YORK; February 26, 2013 – fi360.com, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, today launched a survey of financial advisors in partnership with AdvisorOne.com, the leading online news and analysis site for all advisors. This marks the third year that fi360 and AdvisorOne have partnered to survey the industry.

The fi360-AdvisorOne Fiduciary Standard Survey aims to gauge advisor attitudes and trends on fiduciary issues. It is open to all advisors, who may respond anonymously. The survey will be available online beginning today and throughout the month of March. (See the findings of last year’s survey here on AdvisorOne .)

“Once again, we are greatly anticipating the results of the fiduciary survey,” said Blaine Aikin, fi360’s CEO. “Having three years worth of data will really allow us to see how attitudes regarding the fiduciary standard are evolving. We are proud to team up with AdvisorOne on such a worthy endeavor.”

The SEC is discussing the fiduciary standard and potential rules that would require the fiduciary standard of care for advice to individual investors, regardless of the type of advisor. The Department of Labor’s agenda for 2013 similarly includes proposing rules for fiduciary conduct of advisors related to retirement plans and IRAs.

The survey‘s objective is to gain a greater understanding of how advisors view fiduciary relationships and the ongoing debate surrounding the fiduciary standard. It also seeks to determine how advisors are thinking about issues including compensation, enforcement and educating investors about the distinction between brokers and investment advisors. The key findings will be available and presented to the media in April 2013.

“The timing of this survey couldn’t be better,” said Jamie Green, group editorial director for Summit Business Media’s AdvisorOne.com.  With both the Department of Labor and the SEC working out their separate approaches to a fiduciary standard, getting a handle on how advisors in the field are dealing with this regulatory uncertainty—and how they are relating to clients—can help inform the debate, to every interested party’s benefit. We’re pleased to once again partner with fi360, which has led the way in educating advisors of all kinds in finding practical solutions for this fiduciary uncertainty.”

Advisors of all business models are invited to take the survey here.

About fi360
Fi360 offers a comprehensive approach to investment fiduciary education, practice management and support that has established them as the go-to source for investment fiduciary insights. With substantiated Practices as the foundation, fi360 offers world-class fiduciary Training/Education, Tools and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. Fi360 assists those who rely on their fiduciary education programs, professional AIF® and AIFA® designations, Web-based analytical and reporting software and resources to achieve success. For more information about fi360, please visit http://www.fi360.com/ or Twitter: @fiduciary360.

About AdvisorOne
AdvisorOne.com is now in its  third year of providing daily analysis, commentary, market data, tools and networking opportunities advisors need to transform their businesses – and their bottom lines. AdvisorOne is the premiere online destination of Summit Business Media’s Investment Advisory Group, which includes Investment Advisor and Research magazines and AdvisorOne.com. Summit Business Media is the leading B2B media and information company serving the insurance, financial, legal and investment advisory markets.

Media Contacts:
Jamie J. Green
Editorial Director, Investment Advisor Group
Summit Business Media
33-41 Newark St., 2nd Floor
Hoboken, NJ 07030
201-526-2344 (office)
jgreen@sbmedia.com
AdvisorOne.com

This entry was posted on Thursday, February 28th, 2013 at 9:32 am and is filed under News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

8^th Annual Trailblazer Awards hosted in Washington for credit union executives

Washington, D.C. (February 27, 2013) – Credit Union Times, a Summit Business Media publication, named its 2013 Trailblazer Award winners during its 8th annual Trailblazer Awards reception at Credit Union National Association’s Governmental Affairs Conference in Washington, DC.  This year’s winners were honored at a reception held February 26, which was attended by hundreds of credit union professionals.

“Credit Union Times is very proud to honor our 2013 Trailblazer Awards winners,” said Publisher/Editor-in-Chief Sarah Snell Cooke.  Right now is a very dynamic time for the credit union community. Credit unions’ market share has grown to 8.8% of consumer lending. As the industry recovers from the most recent economic crisis, it is particularly important that we recognize the leaders of the credit union community who have played a large role in making credit unions such a force in meeting the financial services needs of so many Americans.”

Unbiased and open to all credit union professionals and volunteers, the Trailblazer Awards showcase the best of the credit union industry in eight different categories. The 2013 Trailblazer Awards winners are:

• CEO of the Year: Joseph Brancucci, GTE Financial
• CFO of the Year: Scott Waite, Patelco CU
• Volunteer of the Year: Carroll Beach, Elevations CU
• IT Executive of the Year: Chad Graves, Ent FCU, sponsored by Symitar
• Marketing Executive of the Year: Kristen Mashburn, Listerhill CU, sponsored by Eloquent Online
• Lending Officer of the Year: Dona Svehla, Grow Financial CU
• Outstanding Political Action: Commodore Perry FCU
• Service to the Underserved: Shreveport FCU

Winners were presented with an engraved trophy at the awards ceremony February 26^th. CO-OP Financial Services sponsored the main event.

View the winners at: CUTimes.com/TrailblazerAwards.

About Summit Business Media
Summit Business Media is the leading B2B media and information company serving the insurance, financial services, legal, and investment advisory markets.  Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data.  Summit services
the information needs of its customers through numerous channels, including digital, print, and live events.  For more information, please
visit www.summitbusinessmedia.com.

Contact:
Sarah Snell Cooke
Publisher/Editor-in-Chief
202-370-4802
scooke@cutimes.com

This entry was posted on Wednesday, February 27th, 2013 at 3:16 pm and is filed under News. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.