Laurel Egan Kenny

Laurel Egan Kenny, MSCM, MBA, founder, president and CEO of Turningpoint Communications, a treasury management industry-focused marketing communications and business development firm that promotes clients’ best practices and thought leadership and engages clients’ customers and centers of influence in dynamic and unexpected ways, recently held a two-day treasury management sales course, “Moving from Salesperson to Trusted Advisory.” The course was held at PNC Bank offices at the Crescent on November 15 and 16, and welcomed participants from Bank of Texas, CrossFirst Bank, and North Dallas Bank & Trust Co.

“Moving from Salesperson to Trusted Advisor,” now in its 11^th year, is a highly interactive, relationship-focused business development training seminar that arms treasury management sales professionals with the tools and techniques they need to sell more. Attendees learned how to become a trusted advisor through active listening, anticipating needs, providing education and using a consultative approach with clients. Participants also reviewed how to work smarter, not harder, to identify and quality prospects, and establish relationships to sell more.

“It's always an honor to work with former colleagues and past trainees who, now in leadership positions themselves, trust us to train their revered teams,” said Egan Kenny. “These sessions provide treasury management professionals with the tools they need, as well as the mindset, to create great opportunities for their clients, their institutions, and themselves, and the participants in Dallas proved that they are ready to make this vital transition.”

Turningpoint Communications plans to hold this course again later this month in Southington, Connecticut, at COCC (December 18 and 19), and held another training earlier this month at Customers Bank in Philadelphia. For more information about these courses, please visit www.turningpointcommunications.com.

About Turningpoint Communications

In its 11^th year, Turningpoint Communications (www.turningpointcommunications.com) is a national marketing and business development support firm focused on financial services, high-tech, retail, academia, healthcare, and membership organizations. Turningpoint offers industry-specific programming and deliverables that get results by promoting their clients’ thought leadership, best practices and engaging constituents in dynamic ways.

Turningpoint Communications was founded by Laurel Egan Kenny, MSCM, MBA, in 2007 after 13 years of building and leading marketing and business development teams for two large, global Fortune 100 financial services firms in wealth and treasury management divisions. Laurel served on the Boards of Directors of the New England Association for Financial Professionals from 2007 to 2013 (including President) as well as the Dallas Association for Financial Professionals as Communications Chair (2013 to 2018). She was also the Social Media Chair for the Alliance of Texas Treasury Association’s TEXPO 2018 Conference in Dallas and is an award-winning and presenting Regional Officer of the national Association for Financial Professionals. Laurel built and grew the commercial Global Solutions Group’s marketing and business development servicing discipline at Sovereign Bancorp (now Santander) and, as a founding member of a corporate entrepreneurial wealth management division at State Street, she served as a member of a business development and relationship management team that grew assets under administration from $0 to $150 billion in two years. Laurel presents nationally on treasury management-related topics, as well as on marketing and business development practices, including social media and thought leadership.

For more information about Turningpoint Communications, please visit www.turningpointcommunications.com.