Posts Tagged ‘New York’

Interviewed by Christophe Langlois

October 14, 2009

HUGE thank you to Christophe Langlois of Visible Banking for interviewing me about EverythingCU and social media for credit unions while we were at Finovate NYC 09! Mentioned in this video include: William Azaroff, Tim McAlpine, Ginny Brady, my girlfriend (Lesley Lambert), and Cammie Morrow. Tim, Cammie, William and Christophe commented on the Facebook version of this video.


Everything CU – Finovate09: Morriss Partee. Founder
Uploaded by ChristopheLanglois. – Explore international webcam videos.

Recent Watershed Developments: Augmented Reality

October 2, 2009

Augmented Reality has come to the iPhone. This is big news. What is Augmented Reality? Here is the wikipedia article on it. An example:

Info on Yelp’s Augmented Reality offering.

Why is this a big leap forward? For several years, the new layer of information supplied online, that overlays the physical world (think Geocaching, Brightkite, GPS devices, etc) has been hidden from ordinary view. The concept of Augmented Reality has been around for a few years now, with perhaps the most well known example being the yellow first down line that is superimposed in real-time in televised national football. But that is a high-cost application available only to major businesses that can afford to produce it. The new class of Augmented Reality applications for the iPhone are the first that make World 2.0 visible to regular people on a consumer-level device. Also, anyone who writes software can potentially create an AR app for the iPhone. The possibilities for new applications seem endless. This is absolutely a game changer.

Augumented Reality for the iPhone is truly a major development. I’d love to hear what you think about it.

Next week, I will be publishing two more recent watershed developments, along with what I consider to be a huge punch in the face to credit union and community banking marketers everywhere.

The other recent watershed developments: Twitter bankingFinovate NYC 2009

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?

Finovate NYC

November 13, 2008

A month ago I had the privilege of attending Finovate NYC, as a guest blogger. The event is hosted by Jim Bruene, President of the Online Banking Report and NetBanker, and features short 7-minute presentations from 24 leading innovators in the financial world. It’s a wonderful format, featuring twelve presentations in the morning and twelve after a lunch break. The brief duration of each presentation forces the presenters to be very clear about what their product is, who it is for, and how it is useful and different. Props to the event organizers for fading out the presenter and fading up the music right at the time limit to keep things focused, moving, and on-track for the audience.

Read my event tweets here.

Because of twitter conversation, I knew that Mark McSpadden and Lisa Randolph of Banktastic were going to be there, as well as Ron Shevlin and Parisian Jean-Christophe Capelli, who I first met at BarCampBankSF. What I didn’t know until the morning of the event was that Apoorv Dwivedi, who I met at BarCampBankBC, came down from Alberta.

A pleasant surprise was that there were also several other twitterers who I had never met before in the audience of approximately 200 people. Read the entire Finovate twitterstream here.

Is there value to all the twittering of one event? You betcha! Just one benefit is that finance professionals from all over the world got a sampling of the important information being presented. This creates additional exposure and added reach for the presenters as well as the conference itself. My favorite tweet reply is this one from @mrsmcj, who at the time was attending the Love at First Website conference in Portland, OR: “@mmpartee, @rshevlin. Thanks for the finovate tweets! It was almost like being at two conferences.”

My favorite presentation at the event was from Carlos Cardilli of mFoundry. He did his entire presentation without slides, just showing what he was doing on his iPhone. mFoundry has created an iPhone interface that banks or credit unions can give to their members to enable banking transactions. It’s much more than just online banking brought to a mobile phone however. At it’s core, that is what it does. You can schedule bills to be paid in advance, using the elegant date sliders that the iPhone employs. You can also make transfers between accounts naturally. Where it REALLY gets fun is the ATM and branch locator. Since the iPhone “knows” where it is, and has access to map data, this mFoundry application can locate the ATMs and branches nearest to you. You can then follow the directions the iPhone provides to get you there. Not only that, but it provides you with a phone number, so you can call the branch right from your iPhone if you so desire. This may not be mainstream yet, but with so many companies coming out with iPhone wanna-bes, this is clearly the wave of the future. I’d recommend that all credit unions hop on board as soon as feasible.

I was impressed with many of the other presenting companies as well. Also worthwhile are: Vidoop, SmartHippo, Credit Karma, Lending Club, FiLife, and Loanio. It was particularly interesting to see the FiLife and Loanio presentations since both of these companies were in pre-public release stages at BarCampMoneyNYC just a few short months ago in April.

Tweets from BarCampMoney NYC

April 17, 2008


ViewTo make my travel to BarCampMoney NYC easier, which took place on the 40th floor of 1301 Avenue of the Americas on Saturday, April 12, 2008, I packed only my iPhone and did not haul my PowerBook into Manhattan. The following is a collection of what I tweeted during the event:

07:29 AM April 12, 2008 Just made the train at Stamford CT on my way into l:NYC: for BarCampMoneyNYC. Will take lotsa pix.

08:42 AM Did I mention BCMNYC is being held on top of the world? Pix going to my fb page.

Gathering09:29 AM FreshmanFund.com is going to help parents and friends put money into 529 plans for college.

10:14 AM In on session about FiLife a new community with info about personal finance. Joint venture between IAC and Dow jones. Launches soon.

David S. Rose10:29 AM David Rose, angel investor presenting on Angelsoft

10:32 AM David Rose explaining difference between VCs and Angel Investors

10:41 AM David Rose explains Angel Groups fit between individual Angels and large VCs.

10:49 AM AngelSoft rocks for both angels and entrepreneurs.

Ultralight startups11:45 AM Mike Solomon sharing his experience outsourcing programming overseas, esp. India.

11:47 AM discussion is Ultra Light biz startups ala Digg and Truemors.

Insights into the VC mind01:22 PM discussion is early stage investing in start ups. Moderated by Lili Balfour. Hank Williams and Jay Levy also featured.

01:25 PM Hank Williams has contributed a lot of good stuff to this camp. His blog is whydoeseverythingsuck.com

02:33 PM Early stage biz investor Jay Levy says now is a great time to start/build a company.

Discussing the economics of Free02:55 PM Hank Williams is leading a session on the problem with Chris Anderson’s the Free Economy. What do you replace the revenue with?

03:05 PM it’ll never get old when two helicopters fly by at eye level.

03:08 PM Hank Williams just said “freetards” and the whole room laughed.

03:10 PM @guykawasaki Truemors was cited as an example of an Ultralight startup at a session during BarCampMoneyNYC today.

03:23 PM room getting rowdy and fiesty debating the economics of Free. Awesomeness. Hank Williams is a good agitator.

Huge props to Jonah Keegan for spearheading a very, very successful inaugural BarCampMoneyNYC. Turnout was in the neighborhood of 50 people, which should be considered fantastic.

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.

The Boardcast gets a new look

February 12, 2008

Nate Duval, designer extraordinaire for EverythingCU, has given Ginny Brady’s Boardcast a brand new look. Ginny is the CU movement’s first board member to blog, on behalf of UFirst FCU in Plattsburgh NY, and we’re excited to have a hand in helping her with this update.

Nate did a terrific job in interpreting Ginny’s desire to have a clean, new modern look, that had its own identity, yet related in look to UFirst FCU. My favorite aspect of Nate’s new design is by going with a white background, the design now reinforces what is a central principle for the Boardcast — to bring the ideas, thoughts and concerns of the Board of Directors out in the open — to allow for true conversation between Board and concerned members, something which seems very natural for a democratically elected Board to do. In other words, shining a bright light on what has previously been a closed-door environment.

We here at EverythingCU sincerely hope that Ginny’s Boardcast starts a trend with Board of Directors at CUs across North America, and indeed around the world. The fact that we had the privilege to work with Ginny was itself due to social networking. I first had the privilege of meeting Ginny in Spokane, where she was presenting her blogging experience on a panel alongside William Azaroff and Trey Reeme at the WCUL’s annual convention. When I realized that Ginny’s home base was but a four-hour car ride from EverythingCU headquarters in Western Mass, I knew a visit was in order. When I visited Plattsburgh, I learned that EverythingCU was already known to the credit union, especially rock star Adam Lueb who had smoothly assisted UFirst FCU with upgrading their online switch kit when they redesigned their web site.

Successful World 2.0 Hands-on Workshop in Lake George

December 5, 2007

Explaining World 2.0Just got back from a fun, intense day of leading a workshop for the NYSCUL Adirondack and Capital Region Chapters on Bringing Your CU into World 2.0. This was a laptops-up, hands-on workshop, and it was a resounding success. As part of the workshop, we twittered with several people who couldn’t be at the event, including Ginny Brady, Ron Shevlin, Jeff Hardin, and even Brent Dixon, who we conversed with while he was with 20-year-old Board Member Justin Ho in Austin TX for the YES Summit. Via twitter, Brent asked our collective workshop in Lake George if we had any questions for Justin. Linda Dickie, of Hudson River Community CU asked what the average age of Justin’s board was. I twittered that question to Brent, who in turn asked Justin. Brent twittered back to us that the answer was 57. (A very young number according to our Lake George friends.)

Laptops Up at Lake George NYIt was fantastic to take the mystique out of World 2.0 by demonstrating how quick, simple and free it is to sign up for these tools and sites. Attendees now have the foundation for how to succeed and win in this new World 2.0 we are living in.

Also, huge props go to Linda Bourgeois and Jody Carpenter of UFirst FCU, for organizing the event and making today possible. In addition, a big thank you to EverythingCU’s Dan Reynolds and Adam Lueb, who demonstrated EverythingCU’s webinar interface and online switch kit, respectively (and for taking some great pics of the workshop). And it was indeed great to meet Charles Folensbee, Matt Barbell, Kim Reilly, and Kip Summerlin in person at last, and to reconnect with Walt Everhardt, VP of Marketing for First New York FCU, who has been blogging for several months now.

Demonstrating blog commentingI will be doing this workshop throughout 2008 to help CUs across the country experience first-hand how easy it is to get going with World 2.0. If you know the education director at your state’s CU League, please email me and I will email you back a PDF containing the info that is covered in this hands-on workshop that you can, in turn, forward to him or her. If you attended this event, in-person or virtually via twitter, please comment here! Here are some Twitter Tips. Also, if you send me your email, I’ll send you a PDF of the slide deck. Let me know what we could have done better, or what topics you’d like to see covered more, or less of. More of Adam’s great photos of the event available here.

Live World 2.0 workshop in Lake George NY

November 30, 2007

Myself and the EverythingCU team is getting pumped for a live, hands-on World 2.0 workshop taking place in Lake George, NY next week on Wednesday, December 5. The combined chapters of the Adirondack and Capital Regions of the NYSCUL are hosting us. We’ve instructed all the participants to BRING THEIR LAPTOPS. We’re not just going to be talking about World 2.0 and social media/networking, we’re going to be DOING IT. We’re so excited about the sites and tools we’re going to be covering. It will be an eye-opening experience for all the attendees, and will hopefully catapult their respective CUs into this new wired digital age. It’s exciting! And we’re so excited to be meeting several long-time EverythingCU members, including President Charles Folensbee of Saratoga Community CU. Walter Everhardt, VP of Marketing for First New York FCU is going to be there, along with President Linda Bourgeois, and Director of Marketing Jody Carpenter of UFirst FCU in Plattsburgh. Ginny Brady, blogging Board Member of UFirst FCU will be with us virtually via twitter, as will our own Matt Taggart and Nate Duval…. can’t wait! Dan Reynolds and Adam Lueb will be assisting me in person. If you can’t make it, please join in via twitter…. here I am on twitter.

UFirst FCU in Plattsburgh

October 26, 2007

UFirst Federal Credit UnionI had the great pleasure of meeting Virginia (Ginny) Brady (far right), Linda Bourgeois (far left), and Jody Carpenter of UFirst Federal Credit Union in Plattsburgh, New York, yesterday. I first met Ginny in Spokane in September, where she was invited to speak to the Washington Credit Union League’s annual convention because of her experience blogging. To the best of my knowledge, Ginny is the first member of a credit union board of directors to blog. Her blog, the Boardcast, has just celebrated its one year anniversary. Her blog covers a range of issues pertinent to members from the Board’s perspective. She is a pioneer because she is using this technology to inform and converse with members. As a Board member, who is acting to guide the credit union in the members’ best interests, I think having a Board blog is a great thing. How better to represent the membership than to inform them what is going on, and invite their feedback? All credit union boards, and even management teams, ought to consider blogging with their members.

Linda, UFirst’s CEO and Jody, Director of Marketing, are doing some really neat things as well, especially with youth financial literacy outreach. In addition to her CEO duties, Linda was recently chosen to be president of the Adirondack Chapter of the NY State CU League. And UFirst’s new branch is elegant, and warmly professional. In all, it was a wonderful visit and I look forward to returning to Plattsburgh in the near future. It was also inspiring to learn that Linda comes from a family with a rich tradition serving Canadian Caisse Populaires. This is also the first time I have visited a credit union where we were both eager to take picture of the visit for each of our blogs! You win, Ginny, you blogged it first! :)


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