Vertical IQ's Banking Webinar Series - Spring 2021

Using Industry Intelligence Throughout the Entire Bank Enterprise

The rules of selling have been thrown out the window amid the pandemic. How are business bankers going to forge a path forward in this strange new world?

Join us for this free Vertical IQ Banking Webinar Series for leaders and bankers at financial institutions. The series features three unique sessions with a variety of expert presenters — each focusing on effective ways to reimagine your bank’s sales strategy and tactics to meet 2021’s challenges.

Event Details

Starting February 24, 2021 Recorded

Free Webinar Series

Annual America's SBDC Conference

The Annual America’s SBDC Conference brings together the “eco-system” of business development experts, counselors, SBDC leadership and many corporate and small business suppliers of products and services for Small Business America.

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September 21-24, 2021


Vertical IQ Fall Webinar

Using Industry Intelligence Throughout the Entire Bank Enterprise

You may already know that Vertical IQ is the go-to resource for call planning for small business and commercial banking units, but did you know that the value also extends to many other bank channels — from marketing to private equity to group banking and more?

Join us October 7th at 1PM EST for a free webinar moderated by Vertical IQ co-founders Bobby Martin and Susan Bell, featuring enterprise leaders from two banks who will share the ways their lines of business use Vertical IQ’s Industry Intelligence to close more deals, retain more business, and grow more relationships — while also saving time and effort.

Register Here

October 7th, 20211:00pm ET


M&A Source 2021 Fall Conference & Deal Market

The M&A Source takes the lower and middle-market mergers and acquisitions IN PERSON this October! In our first in person conference in two years, participate in education, industry relevant panels, networking, and deal making created specifically for M&A Advisors, CPAs, Investment Bankers, and Private Equity Investors. Don’t miss out on this exclusive opportunity.

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October 19-20, 2021

Houston, TX

RMA Annual Risk Management Conference

RMA Annual Conference is THE gathering place for risk management professionals who strive to stay ahead by learning from others. This conference is designed to enable participants to learn from peers, be inspired by keynotes and support community building. Whether from a bank, securities trading firm, investment bank or an asset manager, you will leave the event with valuable take-aways that you can apply at your job.

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October 25-28, 2021

Location TBD

Financial Brand Forum

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November 14-16, 2022

Las Vegas, NV