September 29 – October 1, 2024


Doubletree Lisle/Naperville
3003 Corporate West Drive, Lisle, IL 60532

Click Here for Program Details

“Leadership is the capacity to translate vision into reality.” Warren Bennis

Could you use a “brainstorming” session with experts and peers? Do you ever wish you had someone who could be a source of new ideas? We all need inspiration, help or support somewhere along the line. This annual gathering of Trust and Investment Managers is unlike any other conference you might attend.

Here’s why this is the most valuable conference you’ll attend this year:

  • You’re meeting in an informal but structured setting with colleagues from across the country.
  • Everyone shares ideas and asks questions of one another. Get specific answers from people who have shared similar experiences. Find out what your peers are doing – and why.
  • Share revenue, staff, profit and growth numbers with top-performing leaders.
  • Take home 15 to 30 “new” ideas from the Idea Exchange.

The “Idea Exchange” is an opportunity to interact with your peers, ask and learn from one another. Past participants agree the “take away ideas” are immediately applicable and invaluable. Group lunches and dinners sponsored by participating vendors increase the networking opportunities and the synergies! This may be one of the best investments you make all year – only $395. Register now – mark your calendar – and look forward to an inspiring and stimulating experience. Register by mail, scan and email, fax or online using the register button.

“Impressive group of managers – very talented and smart. Younger managers – very sharp – great for the industry. Great sharing – everyone very open to sharing – key to success of the event.” – Steven

“The Idea Exchange provides a great forum for discussion. I always leave with lots of actionable ideas.” – Kim

“Excellent value for the cost of attendance.” – Steve

See you September 29!

November 6-8, 2024


Doubletree Lisle/Naperville
3003 Corporate West Drive, Lisle, IL 60532

Click Here for Program Details

If your current or desired position in your organization carries an expectation that you build relationships that enhance company revenue…
This workshop is for you!

If you are a sales veteran who has reached a production plateau…
This workshop is for you!

If sales presents a new career challenge…
This workshop is for you!

If you are working harder at sales and enjoying it less…
This workshop is for you!

  • Loan Officers
  • Private Bankers
  • Personal Bankers
  • Sales Managers
  • Trust Officers
  • Branch Managers
  • Insurance Agents
  • Wealth Advisors
  • Investment Representatives
  • Mortgage Originators
  • Financial Advisors
  • Business Development Officers

Wealth management models, private client service models, integrated models, and traditional product line models each depend on relationship management skills and a sales process that allows the staff to maximize its success. The skills and processes taught in this workshop can give any individual the opportunity for that success. Best of all, anyone who is in the financial services business in order to help people get what they want in life will discover a higher level of job satisfaction.

We emphasize the process (while also practicing skill enhancement) because we see this process as the missing piece for people and organizations that have reached a plateau or faltered in their sales development efforts. This workshop provides a true impact event—it creates a total experience of learning and reflection to truly affect your future. If what is learned is applied consistently, it will have a very positive impact on your sales and retention results, and, on your career!

The investment for this workshop is $1495* for each participant. Lunches and all workshop materials and tools are included in your investment. Participants are responsible for their travel, lodging, and any meals outside the workshop.

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