Business Development Seminar

If you are not a KBA member, please contact Jamie Hampton at jhampton@kybanks.com or 502-736-1278 for the possibility of attending at a non-member rate.
 

Making Effective Business Development Calls

Whether your bank is seeking loans, deposits or is just looking for great clients to partner with, this one-day workshop is for you. From branch managers to EVPs, this program has sold out every time KBA has offered it. In a fast-paced format, Jack Hubbard takes participants through the “how tos” of making effective outside sales calls.

Participants will learn:
• The 5Cs of Trust-Based relationship development into your sales DNA
• A Case study call planning mindset – from their side of the desk
• Six questioning techniques to understand the buyer’s financial needs and priorities
• Stories from your experience that relate to the buyer’s specific needs and priorities
• Joint commitment to lay the groundwork for the next call
• Follow up with value There’s no theory here, just practical, time-tested ideas that work – for you and your buyer.

Event Brochure
When
3/27/2024
Where
Kentucky Society of CPAs 1735 Alliant Avenue Louisville, KY
 

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About the Speaker(s)

SpeakerBlock
Mr. Jack Hubbard
Mr. Jack Hubbard
Jack Hubbard Consulting

Named one of the nation’s top 100 most trusted business leaders by Trust Magazine, Jack Hubbard has shared his passion for what it takes to build trust-based sales initiatives in banking since 1973. With nearly 80,000 financial services professionals personally trained and coached, Jack is one of banking’s most sought-after facilitators. An author, classroom instructor and thought leader, his expertise and out-of-the-box thinking put him in great demand when the subject matter is bank to business sales and sales leadership. Here’s what some have written:
  • Jack's ability to connect with new, and seasoned bankers of all ages and skill sets is amazing to witness.

    Ken Bostwick, Senior Vice President

  • Jack has taught me valuable lessons when it comes to building relationships. His approach is genuine and practical. I cannot think of a better sales conversation coach than Jack Hubbard.

    Dawn Dauer, Executive Vice President

  • Jack educated me on the skills required to become not only a high performing salesperson; he also taught me how to influence, train and hold salespeople accountable with grace and ease. Jack’s impact on me has resulted in my sales teams becoming top performers within the organization.

    Mark Papoccia, Head of Business Banking

Jack is a regular keynote presenter for state and national banking associations and has instructed at 13 of the nation’s top banking schools where his humorous style and street savvy approach continue to earn him top honors. Hubbard served 32 years as an award-winning faculty member of ABA’s School of Bank Marketing and Management. He was also a popular, two-decade instructor at ABA’s Stonier Graduate School of Banking. He is a top-rated instructor at Graduate School of Banking in Madison, WI, and The Perry School of Banking. He is also the Program Director of GSB’s Sales and Marketing School.

A prolific writer, Jack’s content is regularly posted on LinkedIn as well as many industry publications. Jack manages the Business Banking Network and Social Selling for Bankers Groups and his LinkedIn Group #RantPack features his popular blog, Jack Rants.

Jack is CEO Of Jack Hubbard Consulting and he serves on the Board of Directors of St. Charles Bank & Trust, a $2 billion affiliate of Wintrust Financial in Illinois.
Mr. Jack Hubbard
Mr. Jack Hubbard
Jack Hubbard Consulting
Named one of the nation’s top 100 most trusted business leaders by Trust Magazine, Jack Hubbard has shared his passion for what it takes to build trust-based sales initiatives in banking since 1973. With nearly 80,000 financial services professionals personally trained and coached, Jack is one of banking’s most sought-after facilitators. An author, classroom instructor and thought leader, his expertise and out-of-the-box thinking put him in great demand when the subject matter is bank to business sales and sales leadership. Here’s what some have written:
  • Jack's ability to connect with new, and seasoned bankers of all ages and skill sets is amazing to witness.

    Ken Bostwick, Senior Vice President

  • Jack has taught me valuable lessons when it comes to building relationships. His approach is genuine and practical. I cannot think of a better sales conversation coach than Jack Hubbard.

    Dawn Dauer, Executive Vice President

  • Jack educated me on the skills required to become not only a high performing salesperson; he also taught me how to influence, train and hold salespeople accountable with grace and ease. Jack’s impact on me has resulted in my sales teams becoming top performers within the organization.

    Mark Papoccia, Head of Business Banking

Jack is a regular keynote presenter for state and national banking associations and has instructed at 13 of the nation’s top banking schools where his humorous style and street savvy approach continue to earn him top honors. Hubbard served 32 years as an award-winning faculty member of ABA’s School of Bank Marketing and Management. He was also a popular, two-decade instructor at ABA’s Stonier Graduate School of Banking. He is a top-rated instructor at Graduate School of Banking in Madison, WI, and The Perry School of Banking. He is also the Program Director of GSB’s Sales and Marketing School.

A prolific writer, Jack’s content is regularly posted on LinkedIn as well as many industry publications. Jack manages the Business Banking Network and Social Selling for Bankers Groups and his LinkedIn Group #RantPack features his popular blog, Jack Rants.

Jack is CEO Of Jack Hubbard Consulting and he serves on the Board of Directors of St. Charles Bank & Trust, a $2 billion affiliate of Wintrust Financial in Illinois.
HUBBARD, JACK
Education Alliance Cancellation Policy
Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.