M&F Bank - A Pervasive Sales Culture

Events

Success In the Small Business Market

Approx. November 2, 2015 1pm - Approx. November 2, 2015 5pm

Session focused on marketing/selling in the Small Business Market

Acquiring More Clients

Approx. November 16, 2015 1pm - Approx. November 16, 2015 5pm

Session focused on Client Acquisition Model for M&F Bank

Commercial Loan/Wealth Management Roundtable I

Approx. December 9, 2015 1pm - Approx. December 9, 2015 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers

Individual Coaching Sessions

Approx. December 14, 2015 - Approx. December 16, 2015

Commercial Loan Officers, Wealth Management possibly Mortgage Loan Officers

Small Business Insight Interviews

Approx. January 4, 2016 - Approx. December 23, 2016

Wealth Management and Commercial Loan Officers interview 6 Small Business Owners each month

BNI

Approx. January 4, 2016 - Approx. December 23, 2016

Wealth Management and Commercial Loan Officers participate in local chapter in their market.

Individual Coaching Sessions

Approx. January 5, 2016 - Approx. January 7, 2016

Commercial Loan Officers, Wealth Management possibly Mortgage Loan Officers

Commercial Loan/Wealth Managment Roundtable II

Approx. January 13, 2016 1pm - Approx. January 13, 2016 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers

Individual Coaching Sessions

Approx. January 18, 2016 - Approx. January 21, 2016

Commercial Loan Officers, Wealth Management possibly Mortgage Loan Officers

Individual Coaching Sessions

February 1, 2016 - February 4, 2016

Commercial Loan Officers, Wealth Management possibly Mortgage Loan Officers

Bank Sales Rally I

Approx. February 10, 2016 10am - Approx. February 10, 2016 3pm

All sales team members of the bank including retail branch managers.

Individual Coaching Session

February 15, 2016 - February 18, 2016

Commercial Loan Officers, Wealth Management possibly Mortgage Loan Officers

Individual Coaching Sessions

March 7, 2016 - March 10, 2016

Commercial Loan Officers, Wealth Management possibly Mortgage Loan Officers

Commercial Loan/Wealth Management Roundtable III

Approx. March 9, 2016 1pm - Approx. March 9, 2016 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers

Individual Coaching Sessions

March 21, 2016 - March 24, 2016

Commercial Loan Officers, Wealth Management possibly Mortgage Loan Officers

Individual Coaching Sessions

April 4, 2016 - April 7, 2016

Commercial Loan Officers, Wealth Management possibly Mortgage Loan Officers

Commercial Loan/Wealth Mangment Roundtable IV

Approx. April 13, 2016 1pm - Approx. April 13, 2016 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers

Individual Coaching Sessions

April 18, 2016 - April 21, 2016

Individual Coaching Sessions

May 2, 2016 - May 5, 2016

Bank Sales Rally II

Approx. May 11, 2016 10 am - May 11, 2016 3pm

All sales team members of the bank including retail branch managers.

Individual Coaching Sessions

May 16, 2016 - May 19, 2016

Individual Coaching Sessions

June 6, 2016 - June 9, 2016

Commercial Loan/Wealth Managment Roundtable V

Approx. June 8, 2016 1pm - Approx. June 8, 2016 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers

Individual Coaching Sessions

June 20, 2016 - June 23, 2016

Individual Coaching Sessions

July 5, 2016 - July 8, 2016

Commercial Loan/Wealth Management Roundtable VI

Approx. July 13, 2016 1pm - Approx. July 13, 2016 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers

Individual Coaching Sessions

July 18, 2016 - July 22, 2016

Individual Coaching Sessions

August 1, 2016 - August 4, 2016

Bank Sales Rally III

Approx. August 10, 2016 10am - Approx. August 10, 2016 3pm

All sales team members of the bank including retail branch managers.

Individual Coaching Sessions

August 16, 2016 - August 19, 2016

Individual Coaching Sessions

September 5, 2016 - September 8, 2016

Commercial Loan/Wealth Managment Roundtable VII

Approx. September 14, 2016 1pm - Approx. September 14, 2016 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers)

Individual Coaching Sessions

September 19, 2016 - September 22, 2016

Individual Coaching Sessions

October 3, 2016 - October 6, 2016

Commercial Loan/Wealth Management Roundtable VIII

Approx. October 12, 2016 1pm - Approx. October 12, 2016 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers)

Individual Coaching Sessions

October 17, 2016 - October 20, 2016

Individual Coaching Sessions

November 1, 2016 - November 4, 2016

Bank Sales Rally IV

Approx. November 9, 2016 10am - Approx. November 9, 2016 3pm

All sales team members of the bank including retail branch managers.

Individual Coaching Sessions

November 14, 2016 - November 17, 2016

Individual Coaching Sessions

December 5, 2016 - December 8, 2016

Commercial Loan/Wealth Managment Roundtable IX

Approx. December 14, 2016 - Approx. December 14, 2016 4pm

Session focuses on execution, problem solving & sharing experiences. (May include Mortgage Loan Officers)

Individual Coaching Sessions

December 19, 2016 - December 22, 2016