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Seminars History
PIE Webinar - Metric Selection for Branch
Managers' 2011 Scorecards (December 1, 2010)
This exchange is focused on selecting metrics for the Scorecards
of Branch Managers in 2011. We will also explore the potentially
different weights for metrics and bonus levels for making targeted
objectives.
The facilitator for this session is Doug Pearson, President of NSS
Corp. Doug has been working with many medium and small banks and
credit unions across the U.S. on Scorecard Implementation and has
been a frequent speaker on Building Performance Management Scorecards
Best Practices.
PIE Webinar - Run Effective Sales Meetings – Best
Practices (October 6, 2010)
The facilitator for this session was Kathy Shea, President and Chief
Executive Officer of Beacon and Company (www.beaconandcompany.com)
which provides sales management expertise to banks and credit unions.
Kathy’s an international sales management consultant and NSS
partner with more than 25 years of experience in the financial services
industry. Prior to founding Beacon, she was the Managing Director
of Consumer Banking for BankBoston (now part of Bank of America)
as well as Chief Operating Officer of a community bank.
An internationally recognized expert and popular speaker, Kathy
has represented the banking industry at “best practices” forums
for technology companies and financial institutions. Prior to her
career in banking, she was an award-winning marketing representative
for the IBM Corporation.
Kathy’s uniquely qualified to talk about industry-wide best
practices to help you run effective sales meetings that result in
increased cross-sell, client acquisition and retention.
PIE Webinar - Sales Training (April 20, 2010)
The first subject was “Sales Training”. Our guest facilitator
was Honey Shelton. Honey
is the President of Interaction
Training Systems and a frequent guest speaker on this important
subject for those with the mission of Performance Improvement for
their institution.
- Discover people having similar challenges with sales training
- Find
creative solutions for a problem you are having from a peer who
has already worked through it
- Get feedback from your peers on a new initiative at your
bank or credit union
- Get reinforcement for what you are doing
- Get an early warning on potholes ahead for a path you
have chosen
- Harvest the reward from sharing your successes
with your peer group.
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