eDOC Innovations recently held their 2012 Annual Leadership Meeting & Strategy Session in Boston, MA. The event brought together credit union decision makers from across the country in the spirit of cooperative collaboration.  Participants, along with sponsors CU*Answers, Credit Union Student Choice and Xtend, came to learn more about developing a successful e-document strategy, and how to build-out the cooperative business model through a successful strategy.

Lindsay Beyer, Online Services Project Manager for Fox Communities Credit Union, located in Appleton, WI, comments: “I wanted to take a moment and say “Thank you” for a great conference and the wonderful hospitality eDOC and their staff shared. For me, it was nice to meet some of the staff I have already worked with, and some new people I hope to work with more as we continue to grow our relationship with eDOC Innovations.”

Janelle Higgison, CEO of River Valley Credit Union, based in Ada, MI also comments: “I wanted to send a big “thank you” to you and your staff for a wonderful time in Boston.  I really enjoyed the education and networking.  Your staff did an excellent job making sure everyone feel welcomed.  I have next year’s date marked on my calendar – I can’t wait!”

The three day event also included a series of strategy sessions with key speakers such as: Attorney Matthew Young from Weltman, Weinberg, & Reis, speaking on the legality and compliance of e-signatures, and Randy Karnes, CEO of CU*Answers, who spoke on cooperative score. The Annual Meeting ended with a live education session which was held in person, and via the web. eDOC will host next year’s Annual Leadership Meeting & Strategy Session in Boston May 15^th-17^th, 2013.