Non Credit Union Clients:

Western Energy Institute 
United States Postal Service 
US Army Southeast Regional Commanders Conference
American Academy of Family Practice Physicians 
Texas Landscape and Nursery Association 
National Association of Federal Credit Unions 
Indiana Bankers Association 
Arizona Bankers Association 
Credit Union National Association
Credit Union Executives Society 

And dozens of other companies, organizations and associations including:



The following are comments taken from evaluation forms of planning session Tim has facilitated.

“Tim was thought provoking, innovative and interesting. He kept things moving and we accomplished much more than we have in previous sessions.”

 “Did a great job of having us rethink the way we govern.”

 “Did an excellent job of introducing new ideas. Keeping our group focused on best practices.”

 “Excellent job. Real-world perspective.”


The following are comments taken from evaluation forms of planning session Kevin has facilitated.

“[Kevin] pushes us when necessary.”

 “You [were] great for our retreat and my directors really like you a lot. You are a rock star for us!!!”

 “Easy to understand, personable, good listener”

 “Engaging, knowledgeable, and entertaining”


Credit Union Leagues:

  • Arkansas Credit Union League
  • California/Nevada Credit Union League
  • Cooperative Credit Union Association
  • Connecticut Credit Union League
  • Cornerstone Credit Union League
  • Credit Union Association of New Mexico
  • Credit Union Association of the Dakotas
  • Georgia Credit Union League
  • Hawaii Credit Union League
  • Idaho Credit Union League
  • Illinois Credit Union League
  • Iowa Credit Union League
  • Kansas Credit Union League
  • Kentucky Credit Union League
  • League of Southeastern Credit Unions
  • Louisiana Credit Union League
  • Maine Credit Union League
  • Maryland Credit Union League
  • Michigan Credit Union League
  • Minnesota Credit Union League
  • Mississippi Credit Union Association
  • Missouri Credit Union Association
  • Montana Credit Union League
  • Mountain West Credit Union Association
  • Nebraska Credit Union League
  • New Jersey Credit Union League
  • New York Credit Union League
  • North Carolina Credit Union League
  • Northwest Credit Union League
  • Ohio Credit Union League
  • Pennsylvania Credit Union Association
  • Rhode Island Credit Union League
  • South Carolina Credit Union League
  • Utah Credit Union League
  • Virginia Credit Union League
  • West Virginia Credit Union League
  • Wisconsin Credit Union League

Other Credit Union Organizations:

  • Education Credit Union Council
  • CUNA Management School
  • CUNA Non-Financial Managers School
  • CUNA Volunteers Certification School
  • CUNA Volunteers’ Conferences
  • CUNA Supervisory Committee Conference
  • CUNA Community CU Conference
  • CU Conferences Fraud Conference
  • NAFCU Annual Convention
  • The National Council of Firefighter Credit Unions,
  • National Directors Conference (UCG)
  • Paragon Directors Conference

Credit Unions:

  • 1st United Services CU
  • Altier FCU
  • Anheuser-Busch EFCU
  • APCO Emloyees. CU
  • Arizona FCU
  • Bay Winds FCU
  • Boston Firefighters FCU
  • Burbank City FCU
  • Call FCU
  • Canyon State FCU
  • Chino FCU
  • City Credit Union
  • Clark County CU
  • Coconino FCU
  • Commonwealth CU
  • Communicators FCU
  • Community First CU
  • CrossPoint FCU
  • Del Norte CU
  • DFCU Financial CU
  • Dodge Central CU
  • Evolve FCU
  • Explorers FCU
  • Family Financial CU
  • First CU
  • First Financial of MD
  • First Financial of NM
  • First New York
  • First Source FCU
  • Fort Worth Community
  • Grafton FCU
  • Grand Canyon EFCU
  • Great Northwest FCU
  • Greater New Orleans CU
  • Huachuca FCU
  • IC FCU
  • Jefferson Parish FCU
  • Kirtland FCU
  • Michigan First CU
  • Mission City FCU
  • Mississippi FCU
  • Mohave Community
  • Navigator FCU
  • Nevada FCU
  • Nissan Employees FCU
  • Nutmeg FCU
  • Oxford FCU
  • Pacific Crest FCU
  • Partners Financial FCU
  • Pinal County FCU
  • Prescott FCU
  • Pyramid FCU
  • Quincy FCU
  • Red Canoe FCU
  • Resource One CU
  • Richmond Postal
  • Saint Francis X FCU
  • Sioux Empire FCU
  • Snowflake Mills FCU
  • Southeastern Arizona
  • Southwest FCU
  • StateWide CU
  • Sun Country CU
  • SunState FCU
  • Tempe Schools CU
  • Tucson Old Pueblo CU
  • TwinStar FCU
  • UMassFive College FCU
  • Uncle FCU
  • United Bay Comm. CU
  • United FCU
  • US New Mexico FCU
  • Vantage West CU
  • Veritas FCU
  • Waterbury CT Teachers

Overall, Tim has presented at over 1,000 meetings and conferences. His style, wit and unpretentious delivery has won the hearts of tens of thousands of fans nationwide.

Questions? For more information or to schedule a training, contact us!