Aug 12, 2020
9:00 AM - 12:00PM EST
This fast-paced and entertaining presentation highlights the challenges facing women as financial decision-makers, investors, and business-people – and celebrates the success they have and how your bank can help celebrate their success. We will examine what women who own businesses say about what is going on now, from their biggest issues to where they see opportunity happening. Women also face longer lifetimes, with lower earnings, and we will illustrate strategies and tactics for the community bank to take to improve the retirement readiness of women in general, and women business owners in particular.
Duane Sobecki, Founder, Co-Owner, and CSO of Focused Results, is a renowned authority in sales strategy and strategic market segmentation. He provides assertive strategies to drive loan demand, business development, product and service lines to community banks and other FI's. Mr. Sobecki specializes in helping the financial services industry better segment important markets, and direct sales and marketing strategies at those key segments to ensure revenue and profit growth. Mr. Sobecki holds BS from the Kelley School of Business at Indiana University and has a certificate in management planning from the University of Illinois - Chicago.
Jennie Sobecki, Owner and CEO of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and FI's. An expert in designing and implementing sales efforts and processes, she designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management. She is a graduate of Indiana University with a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high performing mid-level bank, and Director of Corporate Training for a large Midwest insurance company.
Who Should Attend
Any community banker that wishes to help the female business owner and investor reach business and retirement goals including marketing directors, retail banking officers, directors, and executives, commercial lenders, and wealth managers.
$345 - per person. Fees include the program and materials.
Each attendee will need a computer, as they will be participating individually AND in group discussions. 100% surcharge for non-members.
This program uses Zoom software which enables us to offer this 3-hour program with an in-person experience. The program includes presentation, opportunities to ask questions, and discussions with your peers in discussion rooms.
Laurie Rees, Vice President, Education & Training
Marcy Borden, Education Coordinator
You will receive an e-mail confirmation at registration. If you have questions, contact Marcy Borden via e-mail at email@example.com or by phone at 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