Conference and In-Office Presentations

Presentation #1: Selling Your Way

The term “sales culture” means different things to different bankers. Regardless whether you embrace the term, shun the term or are somewhere in between on what a sales culture really is, the fact is every bank sells it’s’ products and services! And clearly, some do it better than others.

The good news is there is not only one “model” of sales culture and sales cultures can be created to reflect the values and vision of a bank’s founders and leaders. This presentation will show you how a sales culture can be tailored to the products and services offered by your bank, the market segments served by your bank and the performance management processes and incentive compensation programs utilized.

Target Audience: CEO, President, Board Members, Lenders and Branch Managers

Presentation #2: Culture, Competencies, Coaching & Communication - Four Critical Areas That Require Leadership in Your Bank

In today’s market conditions, leadership is more critical than ever. These presentations makes a strong argument for senior management’s need to “step-up” and exert more leadership in four highly influential areas all of which have a substantial impact on employee productivity, customer profitability and bank performance.

This presentation provides research backed data that substantiates the impact a strong, vibrant corporate culture has on corporate performance and shareholder value.

Target Audience: CEO, President, Board Members, Senior Management

Presentation #3: Cultural Capital – The New Frontier of Competitive Advantage

The link between employee productivity, bank performance and increased shareholder value is indisputable. One of the main factors that have significant influence on profits and shareholder value is your bank’s human capital - your employees. This research-based presentation presents case studies and solid recommendations on management practices proven to improve bank performance.

Target Audience: Senior Management, Mid Managers, Bank Boards

Presentation #4: Differentiating Yourself In Today’s Crowded Bank Marketplace

With over 9,000 banks in existence in this country today, banking has become a commodity industry. A fact confirmed when you visit the homepage of most bank websites. They all sound alike. This presentation looks at how differentiation is achieved at two important levels within your bank: the Board and Senior Management level, as well as the in-the-trenches level with your Lenders and Branch Managers.

Target Audience: Senior Management, Mid Managers, Bank Boards

Presentation #5: Referral Marketing Strategies for Today’s Competitive Marketplace

The best source of new business comes from your existing clients and professional colleagues. However, most bankers receive referrals passively. This information packed presentation offers practical, proven and easy-to-implement methods and strategies for measurably increasing the number of referrals you regularly obtain

Target Audience: CEO, President and Lending or Retail Banking Managers.

Presentation #6: Business Development Strategies for Community Bank Boards

Most Bank CEO’s and Presidents carefully select their Board Directors for the attributes they possess - experience, financial resources and contacts. Yet, once on the Board, many Directors seem timid about contacting their friends and business associates to introduce them to their respective bank or to ask for referrals. This presentation is designed specifically to provide Bank CEO’s, Presidents and their Directors with insights, tools and strategies to develop those profitable, high-end key relationships for their banks.

Target Audience: CEO, President, Board Members

Presentation #7: Achieving Higher Margins Today’s Rate Sensitive Marketplace

In today’s highly competitive, rate sensitive environment, is it possible to improve your interest and fee margins? The answer is unequivocally yes, regardless of how competitive your market is! In this presentation, BTI shares important, research-based findings and proven strategies that will improve the way your bankers negotiate with your customers. BTI will show how to be more confident throughout the negotiations process and to stop making concessions that aren’t valued by the customer.

Target Audience: CEO, President and Lending or Retail Banking Managers.

Presentation #8: Cracking the Employee Code – Trends and Strategies for Today’s Competitive Marketplace

This presentation looks at the impact technology, an aging workforce, labor shortages, a global economy and rising health care costs are having on companies as well as addressing the strategies being used navigate these trends. BTI will show you how o review the economic trends having a major impact on today’s workplace, how to better understand the actions companies are taking in response to current employment trends, and finally how to gain numerous recommendations on how to improve employee productivity through your bank’s recruiting activities.

Target Audience: CEO’s, Presidents, Board Members, and Senior Vice Presidents