Events Calendar

Webinar: Prospecting & the Pandemic: Tools for Success During COVID-19
Wednesday, September 16, 2020, 03:00pm - 04:00pm

Did the pandemic decimate your business development process? How do you build and maintain the personal relationships and trust that are fundamental to banking without being face-to-face? Learn the prospecting aspect of maintaining and gaining market share in today’s world.


  • Plan: Develop a virtual business plan strategy for connecting with your marketplace
    • What can you DELIVER virtually and DEVELOP traditionally?
  • Prospect: The who, what, why, and how of maintaining and gaining market share
  • Perform: A proven system to maximize business development results
  • Produce: Conduct successful business development meetings that keep everyone engaged and on track by incorporating an easy-to-use tracking system and checklist


The pandemic has drastically changed the way financial institutions conduct business, especially with sustaining and growing market share. While in-person encounters are limited, it is especially important to have successful methods for personal connections. With today’s challenges, it’s never been more critical to have a proven, easily adaptable business development platform. Do you have one?

This webinar will provide a step-by-step process to successfully plan, prospect, perform, and produce for the duration of COVID-19. It will include three steps to successful “pandemic prospecting.” You’ll also learn about “Pipeline 10,” a customized business-building platform that turns busy days into productive ones.


This timely session will benefit all business development staff.


  • Virtual business development checklist
  • Customized script template for prospecting conversations
  • The “Pipeline 10” business building activity tracker
  • Checklist of the five elements to a successful business-development meeting
  • Employee training log
  • Interactive quiz

SPEAKER:  Tim Tivis, Pinnacle Training Group

Tim Tivis is the founder and CEO of Pinnacle Training Group, which specializes in sales, leadership, business development, and staff performance training. A successful entrepreneur for over 35 years, Tim has established businesses in financial services, data management software, training, and consulting.

Tim has developed hundreds of hours of training materials, including three books and six video training series, and has successfully worked with numerous industries, especially banking and financial services. He has written numerous articles, including for the Texas Independent Banker and the Entrepreneurial Exchange. Currently, Tim is an instructor in the Rawls College of Business at Texas Tech University, teaching business development and interpersonal skills development to master’s and undergraduate students.