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Revenue & Growth Workshops

The following is a preliminary list with brief descriptions of educational workshops. (subject to change)

Growing Non Interest Income and Relationship Breadth*
Hear an overview of how a need based holistic financial planning approach can be positioned to grow non-interest income as well as uncovering undiscovered opportunities to broaden the overall retail and commercial banking relationship. Learn to uncover opportunities in cash management services, loan funding, business succession and continuity planning. Complete a hands-on case study in regards to a typical community bank and see where your bank stands to benefit from an investment program. Learn to integrate techniques to manage repayment risks on loan portfolio, enhance the business value proposition and leverage local brand awareness.

Transformational Opportunities For Your Wealth Management Business*
Today’s wealth management industry is facing harsh realities. Resources are stretched. Returns are unpredictable. Risks are increasing. Relationships with clients are more challenging than they’ve ever been. Wealth management businesses are getting by, but they have to prepare for the future. Most wealth managers recognize the situation, but the economic pressures of a global recession have prevented them from investing for the future. They have paused during this economic uncertainty to rethink their business models. Hear how innovative transformational opportunities can help future proof your wealth management business.

Co-opetition: The Proven Path to Profit & Growth*
Discover how to utilize custom analysis of 1,000 metrics from 600+ community financial institutions to develop a winning strategy specific to your needs. Uncover proven methods to gain accounts that generate 47% more non-interest income, consume 33% more products, are twice as likely to take a loan, and other eye-opening ways to find bottom-line growth hiding in plain sight.

* These workshops/sessions qualify for one continuing professional education credit. To qualify, you must attend the entire session. Name badges will be scanned at the end of the session.

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