Annual Meeting Schedule
AGENDA
Exhibitor Set up
SESSION I
Trust Sales: A Process for Creating & Capitalizing on Trust Opportunities (2 Days)
Sales Track Participants only
What are the keys to sourcing and closing a Trust Sale Opportunity? How do you differentiate yourself by using a defined, repeatable sales process?Our 1.5 day workshop explores:
• Managing effective team meetings with prospects
• Sourcing new business opportunities from your professional and personal network
• Breaking down the Sale Conversation
• Navigating Family Dynamics
This track has a separate registration of $1,000 for members and $1,895 for non-members. If your company is a member, you may register at the member price.
SESSION II
The Big Easy: How will Artificial Intelligence Impact Trust Institutions?
Welcome Reception
Registration
Breakfast
Exhibits Open
Trust Sales: A Process for Creating & Capitalizing on Trust Opportunities (2 Days)
Sales Track Participants only
What are the keys to sourcing and closing a Trust Sale Opportunity? How do you differentiate yourself by using a defined, repeatable sales process?Our 1.5 day workshop explores:
• Managing effective team meetings with prospects
• Sourcing new business opportunities from your professional and personal network
• Breaking down the Sale Conversation
• Navigating Family Dynamics
This track has a separate registration of $1,000 for members and $1,895 for non-members. If your company is a member, you may register at the member price.