Training | Board of Directors

Business Development Strategies for Community Bank Boards – One Half-Day

How Effective Is Your Board At Developing Business?

Program Overview:

A Community Bank Board fulfills many valuable roles: oversight and governance, policy-making, subcommittee participation, fund-raising and business development. While there are dozens of books and journals on Board Operations, it’s interesting to note that few if any of these books offers any information or guidance on how a Community Bank Board can improve it’s business development activities.

Over the years of working with banks in their quest to develop their sales cultures, we have asked dozens of Presidents and CEO’s “How effective is your Board at bringing new business to the bank?” Their responses were consistently similar and predictable: “Some will, some won’t.” or “Some can, some can’t.” From these comments and the realization that some Board Members are naturally comfortable introducing the bank to the friends and colleagues and many simply aren’t, this half-day workshop was created.

Program Objectives:

To provide the rationale and the motivation necessary to stimulate Board Members to share in the development of new business opportunities for their bank.

To provide simple, proven methods that if used, begin to immediately develop new business opportunities.

A few of the topics covered:

How developing relationships at the Board level greatly helps offset account closures.

Understanding that new bank relationships can be started anywhere and at any time.

Simple methods for asking for referrals and how to extend an invitation to a prospect to come into your bank.

Call us for more information at (858) 720-9202, or email Ray Adler at ray@btitraining.com.