Name
How to Maximize Your Referral Opportunity with Banking and Treasury
Date & Time
Tuesday, November 10, 2026, 4:15 PM - 5:00 PM
Speakers
Sally-anne Jacks, Priority Commerce
Description

Discover how to identify and maximize referral opportunities across banking and treasury solutions. This session will cover key customer needs, conversation starters, and practical strategies to uncover opportunities, strengthen client relationships, and drive additional value through referrals.

Location Name
Grand Ballroom: Acacia
Full Address
Arizona Grand Resort & Spa
8000 South Arizona Grand E
Phoenix, AZ 85044
United States