Training Newsletter

Newsletter                                                                 July 24, 2019


Find us at a conference near you!

We have had the privilege of exhibiting our professional development courses at various conferences and conventions. Upcoming conferences this year include:

  • Texas Bankers Association's 88th Annual HR & Operations Conference, Horseshoe Bay, TX. July 31 - August 2.
    • On Wednesday, July 31 from 3:00-4:00 pm, our very own Paul Nunn will be presenting "The Lifecycle of an Employee." We would love for you to attend!
  • Symitar Educational Conference and Technology Expo, San Diego, CA. September 16 - 19.
  • Independent Bankers Association of Texas Annual Convention, Galveston, TX. September 21 - 24.
If you are attending, please stop by our exhibit! We would appreciate the opportunity to connect with you.

IBAT Leadership Conference

Back in June, Paul introduced our training services described in our catalog to over 200 bankers at the annual IBAT Leadership Conference in Frisco, TX. Some of the many services we offer are: Service-to-Sales training, Individualized Executive Coaching, Train the Trainer, MBTI Assessment for Teams, training consulting services, and so much more!

Download our Professional Development Catalog here to see everything we have to offer.

MBTI Giveaway!

At these conferences, anyone who subscribes to our newsletters are entered in a drawing to win a free MBTI assessment and one-on-one interpretation.

For all of our current subscribers, we are offering a chance to win as well! All you have to do is send an email to us at inquiring how the MBTI assessment could help your team.

We look forward to hearing from you!

If you're in the planning phase for employee development for 2020, email us at to see how we can help your employees and leaders continue to grow. We would love the chance to deepen our partnership with you!
Copyright © 2019 Pinnacle Financial Strategies, All rights reserved.

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1235 North Loop West
Suite 717
Houston, TX 77008

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