Aug 30, 2022
The knowledgebase and management practices required to support effective sales and marketing efforts are changing daily. Traditional promotion solutions, focused on mass media and direct selling, are giving way to target marketing, digital communications and social media. So where is the proper balance to develop the highest priority activities?
The secret lies in strategic marketing, a condition that demands effective planning and execution. This workshop will help clarify the critical decisions that must be made to ensure that every sales and marketing investment is producing an acceptable return on investment (ROI). Learn how to adopt a strategic approach to promotion planning. Learn how to use an easy-to-follow process to prioritize and implement your marketing efforts. See examples of effective sales and marketing management practices.
During the workshop, you will be challenged to assess your current marketing efforts and the traditional approach to developing marketing plans. Together with other bank marketing professionals, you will examine proven tools for creating a plan designed to contribute directly to your organization’s strategic goals and objectives.
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 Noon Lunch (included)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
SEMINAR TOPICS
Tom Hershberger is the CEO and founder of Cross Financial. Tom is a faculty member for the Graduate School of Banking at the University of Wisconsin, and the Schools of Banking in Iowa, Kansas and Nebraska. He also serves as an instructor for the Independent Community Bankers of America. Tom is the author of Marketing Financial Services, a textbook and online education series offered by the American Bankers Association.
Kyle Hershberger is the President of Cross Financial. Kyle’s experience in banking, banking software, research and marketing services help clients focus on desired results. Kyle’s industry expertise comes from working with financial institutions across the nation. Kyle has been at the forefront of research and planning to support financial institution sales and marketing activities.
ATTENDEE PROFILE
Marketing leadership or marketing support role, even Retail managers or anyone responsible for leadership of the customer experience.
The following fees include the program, materials, lunch and refreshments:
$295 First Person
$245 Each Additional Person
100% Surcharge for nonmembers.
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates. 100% Surcharge for Non-Members will be applied.
This seminar will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd., Suite 155E, Indianapolis, IN 46240. Directions, map & list of hotels are available at www.indiana.bank or by calling 317-387-9380.
For more information please contact Beth Abney via e-mail at Babney@indiana.bank or call 317-387-9380.
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations 1 day prior or absences on the day of the program. Substitutions are welcome at any time.