Posts Tagged ‘BarCampBankNewEngland’

PodCamp Boston 5 tomorrow!

September 24, 2010

PCWM_10SurveySays

PodCamp Boston 5 starts tomorrow, and I’m excited to be going there with my sweetheart, Lesley Lambert. Both she and I will be facilitating sessions on Sunday. Lesley’s topic is Advanced Twitter, and I’ll be facilitating a discussion on Geolocation. I’ve facilitated sessions on Geolocation at RE BarCamp Orlando and RE BarCamp Rye, and my slidedeck for it has been viewed 1,178 times on Slideshare.net. I’ll be modifying the presentation for the PodCamp environment versus the real estate camp.

This will be my third PodCamp Boston, and lucky 13th camp of any variety.

I love the things that happen at camps, the people, the sessions, the networking, the brainstorming, the learning, the teaching, the sharing, the connections that people make. Being somewhat of a Camp veteran, I especially enjoy helping newcomers have a good experience as much as I enjoy reconnecting with old friends. I also love “seeing” the camp through others’ eyes, especially Camp virgins, but I love veteran’s thoughts, photos, videos, blogs, tweets, and whatever other media is produced.

Here are some links looking back at my previous Camp experiences, including PodCamp Boston 2, where I knew no one going into it, but made some great friends:

Looking forward to what this weekend brings at PodCamp Boston 5!

BarCampMoney NYC or BarCampBank NYC?

January 26, 2009

Last year, I was delighted when Frederic Baud, one of the organizers of the first BarCampBank (in Paris), tweeted that he just discovered that BarCampMoney NYC was to be held on April 14, 2008. By complete coincidence, the organizers, including Jonah Keegan, had gained momentum to put on the event without knowing that a similar event had been organized in the U.S. the previous year, in Seattle, and that two additional U.S. BarCampBanks were slated for San Francisco and New England in each of the preceding two weeks to the New York event.

I assumed the NYC event was named BarCampMoney instead of BarCampBank simply because Jonah was not aware of the existence of the other events, and had been inspired to create an event in much the same way that the original event was spawned from BarCamp Paris, but had simply decided on a different name.

If you are not already familiar with BarCamp and BarCampBank, these are unconferences where the audience/participants are the star of the show. Entry is free or low cost, and there are no featured speakers. It’s a model of democracy in action. The best Camps are conducted using Open Space principles with no predetermined agenda. Despite its funny name, BarCampBank is an unconference dedicated to innovation in regards to technology and finance. It’s definitely not about bankers, per se. In fact, bankers are a minority of attendees at a BarCampBank if there are any at all.

I gave Jonah access to the BarCampBank Facebook group already in existence, which included people who were at BarCampBank Paris and BarCampBank Seattle. At this time, I also invited Jonah to change the name of his event to fit the existing community of BarCampBanks that had already occurred, or were about to occur. He declined, citing that materials had already been created and published with the BarCampMoney name, which was understandable.

The event was well-attended, with approximately 50 out of the 75 registered attendees showing up. The group was quite diverse, from investment bankers to angel investors to entrepreneurs to programmers.

The organizers are about to hold the event again, on March 7, and knew there was an opportunity to either stick with the BarCampMoney name, or switch to the BarCampBank name.

My arguments for switching to the BarCampBank name are as follows:

1.) Few bankers usually show up to BarCampBank. The fact that’s it’s not just about bank or just for bankers is explained quickly and easily. But it makes sense in that discussion is about how we can revolutionize the ways in which banking is done.

2.) There are already groups set up and organized online with the BarCampBank name, i.e. wiki pages, Facebook group, Google Group. These groups represent a worldwide audience of people who are interested in BarCampBanks, and may have attended one.

3.) There have been many BarCampBanks held throughout the world, namely:
BarCampBank Paris (the first one, in Sept. 2006)
BarCampBank Seattle
BarCampBank SF
BarCampBank NewEngland
BarCampMoney NYC
BarCampBank Dallas
BarCampBank London
BarCampBank Charleston
BarCampBank BC

Already on the slate for this year are:
BarCampBank London 2
BarCampBank SF 2
BarCampBank Vegas

Being planned are:
BarCampBankCharlotte
BarCampBankMadison
BarCampBankBarcelona
BarCampBankEstonia
BarCampBankMadrid

During a conference call with the BarCampMoney organizers today, the New York group has decided to stick with the BarCampMoney name for the following reasons:

1.) Historical precedent; continuity with last year’s event.

This is understandable.

2.) New York is special, and includes Wall Street, investment bankers, venture capitalists, entrepreneurs, and is the financial center of the world; therefore it deserves a special name, different than the rest, to set it apart.

To me, this argument is weak. Every city is special and every city lends its own character to an event, especially a financial-related event. Having attended four BarCampBanks in four different cities, and even organizing one of them, one of the things that I most enjoy about them is the distinctive character that each city lends to the event. BarCampBank SF was wonderfully tech and start-up oriented, BarCampBank NewEngland was credit union oriented by design, the first BarCampMoney NYC was venture-capital and investment oriented, and BarCampBank BC had a worthy-cause and social media flavor.

New York as a city has enough star-power on its own that it doesn’t need additional differentiation through the name.

3.) Another reason cited for keeping the BarCampMoney name was that this subset of the greater BarCamp movement could catch on and be held in numerous cities worldwide. This argument makes no sense since the BarCampBank movement has already caught on and is already being held in many cities, with many more in the works. BarCampLondon 2 is slated for February 14 and BarCampBank SF 2 is slated for April 25 & 26. This argument also directly contradicts the argument that the NYC event needs a special name due to the unique nature of the financial community there.

A BarCamp of any type is primarily about meeting people in-person, and therefore is primarily oriented to the physical geography in which it is held. But since technology is breaking down barriers of geography, acknowledging the world outside, being inclusive to the greater movement is worthy too. To say that New York is special is redundant; every locale is special. To try to show the rest of the world that New York is special through having a different name is to not be inclusive to folks in other areas who may have interest in attending, or in some way getting involved. After all, though the efforts of Brent Dixon, at BarCampBank BC, via live video stream over the web, we had questions and comments from all over the world, including colleagues in Boston, North Carolina, Dallas, Madison, Paris, and elsewhere (Hi Ron, Matt, Brad, Chris, and Frederic!).

Ultimately, the name won’t affect the event too much one way or another, except in the expectations of some attendees. The question boils down to if the organizers want this event to be a part of a broader movement or not. As long as the event is held in the spirit of BarCamps, then either name will work.

Your thoughts and opinions on the matter?

BarCampBank New England – Intimate equals awesome

April 7, 2008

America's CU MuseumWell, BarCampBank NewEngland finally happened. It was an incredible occasion, and a huge thank you to the 15 people who made the event everything I’d ever hoped for it, and then some. Fifteen people from all corners of New England, and other parts of the globe (Ontario and British Columbia), made the trek to America’s Credit Union Museum. I’m glad we held the event here, because prior to it, all but one camper did NOT know of its existence. Which is especially surprising considering that the CU movement in the U.S. originated here in Manchester, New Hampshire, and the first CU law, the first CU league, etc. were all established in Massachusetts.

Since this was a small gathering, I’ll say a few words about each of the special people who came.

Peggy Powell gives the tourPeggy Powell – Director of America’s CU Museum gets major karma points on at least four counts: 1.) normally only official CU orgs get to hold events in the museum, but she made an exception for us; 2.) she came in on a Saturday because she’s the only employee; 3.) she gave us a tour despite earlier having a bum wheel requiring ice and elevation, and 4.) she put up with us temporarily converting the 3rd floor into a concert arena for a game of Rock Band on the dual projector multimedia system.

Lunch CrewRon Shevlin contributed wonderful insights as always, and wrote a terrific blog entry about BCBNE here. My favorite quote from Ron came at dinner afterwards when we were discussing bankers in the CU movement: “Just because you change churches doesn’t mean you change religions.” During the day, my favorite insight was that it’s not about your story (meaning the business or organizations’ story), it’s about the story that members/customers tell themselves, and how you fit into that story. And social media is about creating new stories with them. Ron is writing a chapter for the book Age of Conversation Two, and I can’t wait to read his contrarian take on web 2.0. I am eagerly devouring Ron’s first book, Everything they’ve told you about Marketing is wrong.

The wisdom of GeneGene Blishen – I heard about what a great person Gene is from following BCB Seattle remotely, tweets, and blogs. Now I understand why. Gene is a treasure of the CU movement, is genuine, profound, and walks the talk. His blog is called Tinfoiling. Gene also wins the “furthest travelled” award since he came here on the way back to British Columbia via vacation in Denmark. A really cool thing that Gene shared with us is that Mt. Lehman CU has two event tents available for members to use (for weddings, parties, etc.). It’s a small way that Mt. Lehman gives back to its membership and also weaves itself into those important events in its members’ lives.

David - The Man of a Thousand TabsDavid Inverarity – I didn’t know of David of Ontario before BCBNE, but I am very happy to have met him. Ron nailed it when he described David as a Tour-de-Force. He’s a whirlwind and provided the funniest photo of any BarCampBank EVAH. I love that David not only brought his PowerBook, but also his Macintosh Air and iPhone. (And made use of air-quotes frequently.) I’m still not sure what to make of his challenge to try to remove his MacBook Air from the building and he wouldn’t make a move to stop them. Perhaps it de-materializes if someone other than David tries to touch it? Ron thought it would make an excellent frisbee if thrown from the third story window.

Andy LaFlammeAndy LaFlamme – I had been looking forward to meeting Andy ever since his outstanding blog, The CU Loop, came on the scene. Andy has a cogent write-up of the day as well. A special thank you to Andy for so many great photos and recordings of the day.

Adam Lueb & Andy LaFlammeAdam Lueb – A special thank you to Adam for making the journey to Manchester from Western Massachusetts despite not feeling 100%. Adam keeps EverythingCU.com humming despite our best efforts to overwhelm him with new stuff to make that resource even better.

Ginny & LouiseGinny Brady – Ginny continues to delight me with her progressive thinking, and to be the beacon of truth and justice for board members to truly represent the members’ best interests. After a full year of blogging via The Boardcast, still the only board member to be creating online dialogue with members via a blog as far as we know. I hope her example paves the way for more board members to engage in dialogue via this avenue. And don’t even get me started about how awesome this photo of her and Louise is. Shout out to Ginny, Linda, Jody and UFirst FCU for sponsoring breakfast. Ginny gave a great description of the events at The Credit Union World’s Best Kept Secret.

Charlie Kroll & Peggy PowellCharlie Kroll – Came up from Providence, Rhode Island, representing online account opening and funding operation Andera. Charlie had outstanding questions and insights throughout the day. Here is Charlie’s blog entry on being pleasantly surprised by BCBNE.

On the TourDave DelVecchio – Thank you to Dave for coming to the camp, also from our area of Western Mass. David saw me give a talk to the Pioneer Valley Chapter of the MA CU League and does tech implementation and support for many F.I.s in the region. He gave us some insight into the big I.T. issues organizations are wrestling with.

In the "Waiting Room"Mark Vautour – Another young CU marketing professional learning more about the movement every day, who was not aware of the Massachusetts/New Hampshire CU movement’s origins the existence of America’s Credit Union Museum despite working at a Boston area credit union. I got to visit Mark at halftime of my first-ever in-person Celtics game at Boston Garden because we both have the Celtics fan Facebook application. Props to Mark for setting up and handling the event’s registration on Eventbrite.

Deb and the topic/schedule wallDebra Trautman – Was the only camper who was aware of America’s CU Museum before the BCBNE event because she had received an award there for her work for the Maine Credit Union League. Debra, like many of us outside major cities on the East Coast, was not familiar with the BarCamp format, and now that she’s experienced BCBNE, is eager to share it with more Maine credit unions.

Jeanine PerroneJeanine Perrone – Represented Marquis software. It’s great to know there are people who work for CU vendors who are this interested in the movement. Jeanine is also formerly an employee of a credit union.

Christian discusses CU mergersChristian Mullins – Provided wonderful and detailed insight into credit union mergers, and why they are happening at a rate of about one per day. (46 so far this year alone). He had detailed knowledge of a big one happening in his former area in Madison, Wisconsin

Morriss Partee, Jeanine Perrone, Joe Mello  & Andy LaFlammeJoe Mello – Arrived in time to catch the second half of the day’s topics. I had met his brother, Steve Mello, in San Francisco the previous Saturday at BarCampBank SF. Joe and Steve are doing some exciting work in the world of wireless banking.

I hope that everyone enjoyed themselves, learned a lot, were re-inspired about this crazy CU movement experiment, and made valuable new connections with like-minded people. I know I did.

If you are an employee of a credit union or league, and want to continue this conversation with thousands of other CU professionals, check out EverythingCU.com. (Full disclosure: we created EverythingCU.com as a resource for you to connect with your peers nationally and worldwide, so we might be biased.)

Shameless self-promotion, part two: I was agog when I first visited America’s CU Museum nearly two years ago. I have since discovered that many in the CU movement don’t know about it, or the history of this amazing movement. To do my part in stamping out ignorance everywhere, I am available to deliver a concise, relevant presentation that connects the dots between this movement’s humble origins and how we came to be where we are today. Send me an email if you’re interested in having me deliver this presentation to your credit union, league chapter, or league.

For more photos of the BCBNE event and the museum, visit the BCBNE group flickr pool.

Please share YOUR thoughts on the day, and what you got out of it, here and on your own blog/twitter/flickr/facebook/crowdvine/wiki.

Three BarCampBanks in Three Weekends

March 27, 2008

I’m excited to be attending three BarCampBanks over the next three weekends. I thought it was going to be just two, until BarCampBank founder Frederic Baud discovered that Jonah Keegan is putting together BarCampMoneyNYC on April 12. Jonah embarked on this endeavor without knowing about the BarCampBanks on the docket. And he’s glad that his event is now part of this movement. Dan Reynolds and I are getting on a plane bright and early tomorrow morning for San Fran. For those who want to follow along, here are the info/networking pages for each event. CrowdVine is designed for attendees to connect with each other before, during and after the event, but if you want to virtually follow, feel free to join in there.


BarCampBank SF – March 29
Wiki: http://barcamp.org/BarCampBankSF
CrowdVine: http://bcbsf.crowdvine.com
Facebook: event page


BarCampBank NewEngland – April 5
Wiki: http://barcamp.org/BarCampBankNewEngland
CrowdVine: http://bcbne.crowdvine.com
Facebook: event page


BarCampMoney NYC – April 12
Wiki: http://barcamp.org/BarCampMoneyNYC
CrowdVine: http://bcmnyc.crowdvine.com
Facebook: event page

The quality of people, ideas, topics, and sessions on the agenda is amazing. Check out the links above if you don’t believe me. I am preparing to be floored at these events, and will try to blog, tweet, and photograph as much as I can. If anyone has any questions for any of the attendees at these events, please feel free to share them with me and I’ll relay to the best of my ability.

Special thanks to EverythingCU.com designer, Nate Duval, for the spectacular logos for BarCampBank SF and BarCampBank NewEngland.

Congratulations Credit Unions, on a Century of Service

March 12, 2008

I have the great honor and pleasure of talking to credit union professionals all over the nation. The subject of the proud history of CUs, holds special meaning to me because I had worked with the movement for about ten years before I learned ANYTHING about its incredible history. I certainly had no idea that the movement started in my backyard, a hop skip and jump across the border, in Manchester, New Hampshire.

I gave a talk on social media and World 2.0 this morning to a group of about forty credit union marketing professionals from Massachusetts, Rhode Island and New Hampshire at the CU League’s headquarters in Marlborough, Mass. I asked about the movement’s founding, and it was wonderful to get a detailed answer. In our presence was a representative of that very first CU, Andrea Pruna of St. Mary’s Bank. Not only did she know the date by heart (November 24, 1908), but she let us know about a wonderful section of their web site devoted to this, the Centennial Year of Credit Union service. I encourage everyone to check out Celebrating 100 Years for a terrific look at the amazing road we’ve traveled so far.

This is one of the reasons I’m especially excited that BarCampBank NewEngland will be held in America’s Credit Union Museum on April 5. The museum is the actual house where St. Mary’s Bank first began operations 100 years ago, out of the home of Attorney Joseph Boivin, who served as the CU’s President. If you listen very carefully, you may hear the whispers of the generations that have preceeded you when you stand in the parlor of the building.

Shout-outs to so many of the fabulous credit union marketers who came today. Thanks to Jon Reske and Anne Pinkerton from UMassFive College FCU, Mark Vautour from Telephone Workers CU, Deena Bernier from NMTW Community CU, and Debra Perrin from Southern Mass CU. I’m not good with names, so I haven’t remembered those who I met for the first time, but thank you also. It was fun that we had four one-billion-dollar CUs represented as well, Greylock FCU in the Berkshires, HarborOne CU in the South Boston area, DCU of the Worcester area, and Navigant CU in RI. Thank you to Rob Kimmett for organizing a great event and inviting me, and it was wonderful to catch up with CU whirlwind Bonnie Doolin.

My presentation today included demonstrating and explaining Twitter, Facebook, blogging, and showed examples from Shari Storm and the Verity CU team, William Azaroff of Vancity CU and Change Everything, Ginny Brady, board member of UFirst FCU with the Boardcast, and Tim McAlpine of Currency Marketing with Larissa Walkiw, spokesperson for Young and Free Alberta, and her infamous Credit Union Difference video part one, currently at 16,228 views. On the topic of Facebook, I have started writing a paper on the Facebook as Marketing Engine and plan on publishing excerpts to this blog. For those interested in checking out twitter, here’s the one-page PDF of Twitter Tips.

I also touched on Peer-to-Peer Lending (P2P Lending), Prosper’s amazing growth rate, and how CUs can participate by getting in touch with Doug True, SVP of Lending, at Forum CU. Doug has been instrumental in having P2P Lending company Zopa partner with CUs to offer NCUA-insured loans and investments.

PodCampBoston Wrap Up

October 30, 2007


The best takeaways from PodCampBoston:

0:00 – Utterz – Podcasting via cell phone
0:48 – Pod Group Twitter
1:48 – Lolsaurs
2:46 – StalkerStalker
4:01 – Moo Cards
4:27 – Live Video over Net
5:55 – BarCampBankNewEngland
Mobile post sent by mmpartee using Utterz Replies.  mp3

New BarCampBanks update

October 18, 2007

I just had a great Flashmeeting with Frederic Baud in Paris and Matt Iverson in the Bay Area. (Love the Flashmeeting interface…. good stuff.) Frederic is interested in helping Matt get BarCampBankSF off the ground, and helping me get BarCampBankNewEngland off the ground. So here’s what came out of the virtual meeting:

BarCampBankSF: Matt Iverson of BoulevardR has interest from Jason Knight of Wesabe, as well as the Mint people and Bryan Sims of Brass, in being a part of the event. That should be enough to get the ball rolling. He’s thinking about doing it on the Sunday before President’s Day, so that’s February 17. He’s looking for local Bay Area help in organizing the event and finding a venue, and he’s thinking about holding it in or around the UC Berkeley campus.

BarCampBankNewEngland: I’ve talked with Peggy Powell, the director for America’s Credit Union Museum, located in Manchester, New Hampshire, on the site of the very first CU created in the United States, and we’re looking good for holding the event there. I think it’s mahvelous that we will be discussing the current revolution in personal finance at the site where the CU revolution in personal finance was launched 99 years ago. At this point, I’m thinking April 26, 2008, and would love any input/feedback on that date for coming to New Hampshire for the event.

I’ve got interest from several parties for being a part of this event, including Ron Shevlin of Epsilon, Peter Glyman and Shawn Ward from Geezeo, and Doug Williams, and possibly Trey Reeme, and Matt Dean of Trabian. If you would like to participate, please put your name down on the BarCampBankNewEngland page.

BarCampBankNewEngland

October 15, 2007

BarCampBankSeattle was such a success that I want to see if there is interest in holding a BarCampBankNewEngland. (Props to Jesse Robbins for spearheading the first BarCampBank in the U.S.!) At this point in time, it’s just a crazy idea, so let me know if there is interest in it. Several people I’ve talked to have expressed enthusiasm for it, and I’ve got an idea for the perfect location to hold it. The info page for it can be found on BarCampBankNewEngland here. Let me know what you think!

The first conference call to talk about holding/organizing this event will be this Thursday, October 18, at 1:00 pm Eastern/10:00 am Pacific (tagging onto discussion about possibly creating a BarCampBankSF). View the web page for more info.


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