Talk Business. Win Business.

Talking Business With Small Business®

Master the art of small business conversations—so your team can connect deeper, sell smarter, and deliver what business owners actually need.

Better Talks, Bigger Impact

Your team learns to speak the language of business owners—resulting in stronger relationships and more relevant solutions.

Faster, More Confident Selling

With clarity comes confidence. Give your team the business insight they need to move faster and close smarter.

Sticky, Long-Term Relationships

This isn’t transactional. Your team will learn how to build real trust—and keep it allowing you to grow your program.

Trusted by Credit Unions & Community Banks Nationwide

Your Team. Your Timeline.

The team training is flexible with opportunities to a single teammate to an offsite or host the training for your entire team in one of your branches.

Who Is the Training For?

  • Branch Managers
  • Relationship Managers
  • Treasury Officers
  • Business Development Officers

Where Is the Training?

  • In-Person: A 2-day classroom training hosted at your location or a designated site.

When Is the Training?

  • We schedule sessions based on your team’s availability
  • Whether you’re training a small team or a full department dates that work for you

What’s Included in the Training

This training goes beyond a classroom with tangible take aways and accountability meetings weeks afterwards to make sure the training is successful.

Real Business Scenarios

Understand how money moves, what pressures businesses face, and where business owners see opportunities.

Practical Talk Tracks

Your team will leave with conversation starters and talk tracks designed to open up real, valuable business dialogue.

Opportunity Spotting

Learn how to identify unmet needs and position treasury products as solutions that make a real impact on the business owner’s day-to-day.

Group Practice & Coaching

Whether in-person or virtual, the sessions include peer role-play and instructor feedback because confidence is built through reps.

Action Plans

Each participant leaves with a personalized action plan—focused on applying the course to their own client conversations immediately.

Industry-Relevant Use Cases

The program includes examples and use cases tailored to industries your team regularly serves—like professional services.

More confident, business-savvy conversations from your team

Increased trust and credibility with business clients

Better discovery leading to stronger pipeline opportunities

Measurable growth in business deposit and loan acquisition

Shorter sales cycles and higher close rates

Ongoing support through post-session discussions

Talking Business with Small Business®

In Partnership with Clarity Advantage

During the two-day classroom session, participants complete a series of small group learning activities and discussions:

• Pre-Test. A 20-minute quiz covering accounting definitions, cash flow concepts, and products.

• Business Simulation. A table-top cash flow simulation covering two years of a growing, seasonal custom cabinet business, demonstrating cash flow circulation and the cash flow challenges of seasonality and growth.

• Cash Flow Management Challenges. An interactive small group exercise based on the simulation. Participants focus on the typical cash flow management challenges bank customers and prospects face day to day and which bank products and services address those challenges, reducing customer costs or risks, increasing their revenues, or accelerating cash flow.

• Recommending the Right Loans. A combination of lecture, small group work, and discussion in which participants learn to distinguish between “short-term” and “long-term” cash flow timing differences, determine when a line of credit is likely to be the best fit, and ask questions concerning cash flow that help them determine which loan products might be best and assess whether requested loan amounts are roughly appropriate.

• Review Exercise and Post-Test. A competitive small group exercise to review course content and concepts, followed by a second quiz and discussion of quiz.

• Conversation Guide. Paired role plays through which participants learn to use a call agenda called the “Conversation Guide” that integrates course concepts about cash flow and financing into a sales conversation.

• Call Preparation. Paired or small group activity in which participants complete preparation for and practice (role-play) calls on one or more of the customers with whom they made appointments prior to the classroom training.

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frequently asked questions

Have more questions? Explore our FAQs below or contact us for further assistance.