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Are You Looking for a Knowledgeable Workshop Presenter Who is Dynamic and Engaging?

I would be happy to help your community banking association, community bank or business. I have been conducting marketing and public relations workshops for community banking organizations since early 2009. I have also conducted in-bank classes and have planned and facilitated strategic planning sessions for bank management teams.

IABC Presentation

Financial Marketing Workshops

I help community banking organizations and their marketers learn basic and more advanced skills and keep up with current trends.


Workshops for Community Banks and Businesses

I work directly with your management team to develop and present workshops on improving employee engagement, focusing on customer service, practicing service-based selling, strategic planning and more.



Current Workshops (Can Be Customized for Your Organization or Business)

  • Internal marketing: it really does make a difference
  • Internal marketing: motivating and inspiring your employees
  • Creating an integrated approach to customer service
  • Building customer loyalty through a new account onboarding program
  • Developing marketing budgets and plans
  • Communicating with today’s bank customers
  • Target marketing for the community banker
  • Marketing to small businesses and professionals
  • Developing an effective community bank website
  • Social media for bank marketers
  • Creating effective advertising: print, radio and direct mail
  • Bank marketing and advertising compliance
  • Bank marketing research
  • Trends in bank marketing products and services
  • Personal financial management (PFM) services
  • The payment evolution: an overview of what’s new in payments
  • Crisis communications and crisis planning
  • Public Relations for the Community Bank
  • Making special events more special

Future Marketing Workshop Topics

  • Mobile banking is changing banking: it’s time to get onboard
  • Becoming a better bank marketer
  • The changing role of the bank branch
  • Other ideas? I’m open!

Other Workshops I’ve Conducted

  • Internal marketing (general business)
  • Making a difference with service (bank employees)
  • Managing for service excellence (bank managers and supervisors

Requesting a Workshop

We can schedule a workshop at your location, or I can also conduct a virtual workshops. Choose from one of the above topics or we can develop a custom workshop.  Many of my workshops are 2-3 hours, but they can be shortened, based upon your needs. All workshop materials will be updated as close to the event as possible. If you are interested, please contact me.

Workshop Fees

  • The speaker’s fee is based on the workshop topic and length of the presentation.
  • Generally, fees range from $500-$2500.
  • Travel expenses will be billed at actual cost.