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.
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.
- 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.