LEADERSHIP: Build Trust, Respect & Alignment Across Locations

Problem: Financial institutions often promote people into leadership roles without giving them the coaching, communication, or accountability skills to succeed. The result? Disengaged teams, frustrated managers, and a leadership culture that varies wildly from branch to branch.

Solution: Betsy equips leaders across all levels, from the boardroom to branch managers, with the tools to lead with trust, consistency, and purpose. Through the IMPACT Leadership Program and data from the 2025 National Workplace Trends Study, she helps financial institutions build aligned, confident, and respected leaders who retain talent and drive results. Leadership isn’t about authority, it’s about alignment. When leaders act with integrity, give helpful feedback, and model accountability, employees stay longer and perform stronger. Perfect for leadership training for credit unions and banks.

Deliverables:
✔Leadership training for banks and credit unions – Build the 6 power skills leaders need in today’s workplace (coaching, communication, delegation, time management, attracting talent, and behavior accountability)

✔Executive & branch manager keynotes - Equip leaders with tools to build high-trust cultures and improve retention. Betsy is a top financial advisory leadership speaker.

✔ Emerging leader development - Train your future-ready leaders to ensure a strong succession plan.

✔ Executive retreats!

WELL-BEING: Reduce Stress, Prevent Burnout, &  Eliminate Negativity in the Workplace

Problem: The finance industry demands long hours, high accuracy, and nonstop deadlines. Add regulatory pressure, understaffing, and a “do more with less” culture, and it’s no wonder financial professionals are mentally and emotionally spent. But when burnout goes unchecked, it doesn’t just affect people, it affects performance.

Solution: Betsy delivers wellness and resilience programs that go beyond surface-level perks. Her Reset & Recharge™ workshop helps teams identify personal burnout triggers, strengthen stress-management habits, and rebuild energy, without sacrificing results. The experience is interactive, practical, and rooted in behavioral science. Whether you're supporting a compliance team, wealth advisors, or frontline call center employees—well-being is no longer optional. It’s a retention strategy.

Deliverables:
✔Reset & Recharge Wellness Keynote - for financial teams, compliance departments, and company-wide staff days.

✔ Wellness workshop & workplace wellness strategies - Stress management tools, burnout prevention techniques, and resilience training.
✔  Wellness & Team-Building Retreats - Custom well-being activities with interactive brain games, wellness discussions and live implementation exercises.

TEAM & BELONGING: Strengthen Communication & Build Trust Across Departments

Problem: In financial organizations, silos don’t just slow things down, they create resentment, conflict, and disconnection. Between branches, departments, and leadership levels, team dynamics often suffer from poor communication and a lack of trust.

Solution: Betsy helps financial institutions tear down silos and build up team alignment. Her workshops teach employees how to communicate clearly across styles, give and receive feedback, resolve tension, and collaborate toward shared goals. The result? Higher productivity, better morale, and teams who stop blaming, and start building.

Deliverables:

✔ Team communication workshops, DISC workshops, and keynotes - Build healthy team dynamics between departments, branches, and roles.

✔ Cross-functional team-building programs - High-trust team activities. Interactive exercises that promote transparency, active listening, and collaboration.
✔Conflict/resolution strategies - Address tension and misunderstandings before they erode trust.

✔Team-building retreats - Energize your workforce and reconnect disconnected teams through shared values and goals.

GROWTH & PERFORMANCE: Develop High-Performers, Create Clear Career Paths & Build Future Leaders

Problem: Most financial institutions lose top talent—not because of pay, but because employees don’t see a future there. Promotions are vague, development is inconsistent, and performance feedback is reactive, not strategic.

Solution: Betsy helps you build a culture of performance clarity and career development. Using insights from the 2025 National Workplace Trends Study, she helps organizations turn quiet quitting into visible contribution by teaching leaders how to coach up, map career paths, and foster a culture of accountability, growth, and recognition.

Deliverables:
✔ High-Performance motivational keynote Speeches. Keynote speaker for finance conferences.

✔ Emerging leader programs for high-potential staff. Equip leaders to support employee development, not just performance reviews.
✔Upskilling & Performance Development Workshops - Boost retention, culture, performance, and sense of team through meaningful professional growth