Tuesday, February 28 12:00 2:00 p.m. Registration Lobby 2:00 3:15 p.m. General Session Welcome John Skinner, Brian Holcomb, Mike Lancaster, Niall Mackin, Stacie Pearson Partnering for Growth: LOB Partner Fireside Chat Moderator: John Skinner Panelists: Emma Loftus, Ray Schmitt, Molly Walsh 3:15 3:30 p.m. Break 3:30 5:00 p.m. General Session Continued Pursuing Elite Jared Ogden and Jacob Schick Signature Team Success Awards/ Wrap-up John Skinner 6:00 p.m. Load into Transportation for Networking Offsite Reception Departures at 6:15 p.m. Buses located outside of Hyatt Regency lobby on N. Baker Street 6:30 9:30 p.m. Networking Offsite Reception Painted Pin 737 Miami Circle NE Atlanta, GA Wednesday, March 1 7:15 8:15 a.m. Breakfast Registration 8:30 10:15 a.m. General Session Welcome John Skinner, Molly Walsh, Naney Pandit, Amy Cargulia Partnerships & Business Strategy Honor Awards John Skinner Creating a Platform for Growth Charlie Peruski CB Sales Honor Awards Niall Mackin Integrated Payables Erik Inderbitzen, Greg Kerwick 10:15 10:30 a.m. Break 10:30 11:30 a.m. General Session Continued CB Relationship Management Honor Awards Mike Lancaster Service & Operations: A Fireside Chat Moderator: Mike Lancaster Panelists: Scott Dalton, Jeff Newman, John Skinner CIB Relationship Management Honor Awards Brian Holcomb Wrap-up John Skinner 11:30 12:30 a.m. Lunch Lobby
2017 Sales and Relationship Management Training Forum 2 Wednesday, March 1 (Continued) 12:30 2:00 p.m. Workshop Round 1 Audience: CB RM Tier 1 Kara Schmidt, Rebecca Wynne Audience: CB Sales Audience: CIB Sales and RM 2:00 2:15 p.m. Break 2:15 3:45 p.m. Workshop Round 2 Audience: CIB RM and CB RM Tier 1 Kara Schmidt, Rebecca Wynne Audience: CIB Sales Audience: CB Sales 3:45 4:00 p.m. Break 4:00 5:30 p.m. Workshop Round 3 Audience: CB and CIB Sales Audience: CIB RM Audience: CB RM Tier 1 7:00 10:00 p.m. Dinner and Recognition of Crown Elite Award Winners
2016 Sales and Relationship Management Training Forum 3 Thursday, March 2 7:15 8:15 a.m. Breakfast 8:30 10:00 a.m. Workshop Round 4 Audience: CB RM Tier 1 and CIB Sales/RM Audience: CB Sales and CB RM Tier 2 and 3 10:00 10:15 a.m. Break 10:15 12:00 p.m. General Session Welcome John Skinner Client Fireside Chat Moderator: Anita Rimmington-Hill Guest: Pearl Gabrielli, Compass N.A. Success 3.0 Moderator: Chris Wright Panelists: Kelly Cruickshank, Steve Saatkamp, Bernadette Walsh, Ryan Yagelski Close John Skinner 12:00 p.m. Meeting Adjourns; Departures 12:15 3:15 p.m. Inclusive Leadership Workshop Select leadership and managers only Embassy F LL2 Workshop Session Summaries Today s buyer s value sellers who bring them new ideas and insights. To drive sales results and find yourself in the winner s circle consistently, you need advanced consultative selling skills. This workshop will focus on helping sellers to develop insights and inspire buyers to think differently, influence agendas, and help them make the best decisions. Through this process Insight Sellers don t just sell the value they become the value. (Audience: All; Multiple Sessions) A deep dive session focused on the introduction of Salesforce.com to Commercial Card field teams with in-depth training on field usage, scenario demonstrations, and leadership expectations. (Audience: All; Multiple Sessions) How has the Supplier Experience evolved and how does that benefit our Clients? This session will focus on the many Supplier Experience improvements we have introduced, as well as some that are on the horizon. Learn how these enhancements to the Supplier Experience offering make a difference for our clients and drive program growth. (Audience: All; Multiple Sessions) Leaders from the Finance team lift the curtain of mystery; shedding light on financial complexities including File Turn, Average Payment Terms, and the dynamics of client profitability. How does our SUA solution compare to the competition? How will our roadmap enhancements close gaps or give us an advantage? How should we be selling to our strengths? Join our SUA product team and your peers to get answers to all of these questions and more! (Audience: All; Multiple Sessions)
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