Events
The Emmerich Group

"This isn't out of a textbook. The execs who attend [the Elite Breakthrough Banking: Revenue Revolution] are running extremely successful banks and their willingness to share ideas is outstanding."

—D. Ahlers

President & CEO, Sterling Federal Bank

"Think Tank is the catalyst for ensuring our success for the upcoming year! We think big and then translate that thinking into strategies that we can execute for success."

—P. Steele

President & CEO, First National Bank

"This was the best strategic planning process I've ever been a part of! Roxanne and her team kept us laser-focused on the critical issues."

—T. Etcheson

Chairman, Hoosier Heartland State Bank

"Roxanne and her team have truly taken "‘virtual education/coaching” to the highest level—their process creates a very unique and powerful learning experience!"

—D. A. John

Vice President, Minnesota National Bank

AS SEEN IN

Profit

Profit-Rich Strategic Planning Masterclass

The formula for avoiding the 5 mistakes that will doom any plan

Calendar icon

August 18th: Virtual Masterclass

"Before The Emmerich Group, we had great people, but we didn’t have an accountability culture. Now, 79% of our employees are at target or above on their critical drivers."

—B. Monts

President & CEO, Hoosier
Heartland State Bank

Strategic Planning

FAST-Track Strategic Planning Think Tank Summit

Our highly-exclusive PROVEN system of execution for masterfully achieving all of your objectives

People icon

September 22-23: Nashville, Tennessee

September 28-29: Virtual Option

"We were able to put a one-page strategic plan together that's allowed us to sharpen our focus. We get feedback from other banks and can make improvements based on that."

—W. Hays

Marketing, Farmers State Bank

Elite Breakthrough

Elite Breakthrough Banking: Revenue Revolution

Secret-weapon strategies to revolutionize sales culture, grow quality loans safely and consistently, and improve EVERY metric

Calendar icon

November 3-4: Live in-person in Florida

"Our bank has developed a phenomenal culture of accountability, sales and motivation. It's obvious to me that the catalyst has been The Emmerich Group!"

—T. Stancil

Chief Executive of Retail Banking, First Volunteer Bank

Profit-Rich Strategic Planning Masterclass

The formula for avoiding the 5 mistakes that will doom any plan

August 18th: Virtual
Masterclass

Fewer than 3 banks out of 100 have a strategic plan that will optimize their performance.

Research shows that most companies only realize about 63% of the financial value (i.e., profit) projected in their strategic plans. This means that most of them are leaving 37% of profits on the table. In this masterclass, we reveal the essentials of the strategic planning process and blueprint used by the highest-performing banks in the country—the ones with ROAs over 2 and net interest margins over 5. Create a TRULY strategic plan and roadmap (instead of another binder).

It’s so effective because it makes it impossible to commit any of the 5 mistakes that will doom any strategic plan.

Ready to Create a True Roadmap You Can Follow?

FAST-Track Strategic Planning
Think Tank Summit

Our highly-exclusive PROVEN system of execution for masterfully achieving all of your objectives

September 22-23: Nashville, Tennessee

September 28-29: Virtual Option

Most strategic planning results in exactly zero strategies and no implementation framework. At best (and it isn’t often), a small fraction gets implemented … and critical numbers never get hit. Now imagine a two-day deep dive into every corner of a strategic planning process blueprint that precisely maps the right strategies for your community bank … strategies proven to lower risk, improve profit, and build a sustainable system that creates predictable, organic growth during challenging times … a system that actually gets implemented and exceeded. You don’t have to imagine. That system exists, and it works (boy, does it work!).

Quite simply, nobody’s strategic planning process gets results like ours—and once you experience its power, you’ll put your old strategic planning process to bed (or back in the drawer) forever.

For member clients only; inquire today before all spots are claimed.

Ready to Create a True Roadmap Your Team Will Want to Follow?

Lead The Transformation®
Seminar

Culture isn’t everything…but without it, you’ll never accomplish great things…Attract and keep profitable customers who trust you with all of their business

October 6-7 LIVE in Florida
(Client Members Only)

October 20: Masterclass (Virtual Option)

Discover how to lead the transformation to a performance culture that establishes your bank as a place where you, your team, and your customers all love to be. Through proven systems of performance management and accountability that tie everyone to profit in a way that they love, prepare to get to and stay in top of peers. This program is a must for CEOs, senior execs, and managers.

As a results-oriented community bank CEO or c-suite executive, you might be wondering, “bottom-line this for me: what is the real pay-off for transforming to a performance culture?” One of the many positive outcomes is profit. A teller from one of our bank clients was about to quit. Instead they invested in their culture. She responded and not long after was promoted and eventually became their top lender, landing a $20M deal and that was just the beginning. It goes without saying, but coming to work became fun and exciting for everyone. Morale was through the roof.

For member clients only; inquire today before all spots are claimed.

Ready to Lead Your Own Transformation?

No More Order Taking®
Masterclass

“Do you want fries with that loan?”
If your team’s approach to sales is closer to workers at a fast food place than to Trusted Advisors at a community bank, you’ll need your whole executive team at this event.

October 20: Virtual Masterclass

The recipe for owning the entire customer relationship.

If your cross-sales ratio remains below 7 on average, it’s time to get honest with yourself—you still have order takers and “your customers” are really somebody else’s customers.
As rates go back up, your customers are vulnerable and will drop you like a rock IF you don’t have their entire relationship. So time’s up—you have to get this right this year.

“Is it really possible?” you wonder.

Absolutely. In fact, 93% of banks using this system doubled their cross-sales within 5 months…and they’re continuing to improve those numbers years later. Cross-sales is a measure of trust. The key is this—it can NEVER feel like sales. We always say, “If it feels like sales, you’re doing it wrong.” —Find out how…

Ready to Catapult Your Cross-Sales?

HooplaPalooza LIVE (ALL NEW)

Why do almost every one of The Emmerich Group’s clients skyrocket their culture scores and make the Best Places to Work lists?

November 2: LIVE in Florida
(Client Members Only)

Why do almost every one of The Emmerich Group’s clients skyrocket their culture scores and make the Best Places to Work lists?

The Hoopla Team® process.

In this session, Hoopla Team® members will be taken beyond the basics of their Hoopla Team® processes to prepare to get to and stay on top during the Turnover Tsunami to adjust for the “LEGO® Block” workplace.

We’re taking what has been great up to a whole new level! This session will help your culture systems drive even more growth and profitability than ever before.

For member clients only; inquire today before all spots are claimed.

Ready for New Levels of “Palooza”?

Elite Breakthrough Banking:
Revenue Revolution

Secret-weapon strategies to revolutionize sales culture, grow quality loans safely and consistently, and improve EVERY metric

November 3-4

 Live in-person in Florida

In today’s banking world, where disruptive technologies and products threaten the very core of the OLD community banking model, innovation often means the difference between success and failure. To get you to the right side of that thin line and to help bring you up to speed on how results-oriented banks build to outlast change and volatility in the economy and how they outsmart competition to name their own prices, we’re inviting you to come discover the secret of real innovation in community banking. Call it an innovation invitation.

Discover the PROVEN blueprint to transform your workplace into a Thank God It’s Monday! predictable-success machine. Explore a high-profit revenue-producing system that ends order-taking for good. You won’t believe you waited so long! Discover how to identify your best next customers and yank them from your competitor while never matching rate again.

READY FOR EVEN-BETTER PERFORMANCE?