• nothing
  • BG-002

EXPERIENCE MARQUIS
NATIONAL CONFERENCE

MARKETING & SALES
April 26–28, 2017

ABOUT THE CONFERENCE

line-text
April 26–28, 2017

It’s the 30th anniversary of MARQUIS! Join us as we kick up our heels in Fort Worth, the City of Cowboys and Culture.

You’ll get big insights on data analytics and automated marketing. Hear from MARQUIS clients who’ve gotten big results. And gain life-changing inspiration from world-class speakers with big ideas. This is a can’t-miss event in one of the most vibrant cities in the country. Don’t miss out!

MEET OUR SPEAKERS

Chris

Editor & Creative Director

Chris Kreinczes

Zunaira-1

Senior Expert of the Global Blue Ocean Strategy Network

Dr. Zunaira Munir

Craig

Award-Winning Entertainer

CRAIG KARGES

Luhn

Storyteller, Instructor, Keynote Speaker, and Story Consultant

Matthew Luhn

Alexandra

Corporate Director, Culture Transformation, The Ritz-Carlton Leadership Center

Alexandra Valentin

Jim-1

Noted Author, Speaker, and Instructor

Jim Kalbach

CONFERENCE AGENDA

inline-title

PRE-CONFERENCE WORKSHOPS

Monday, April 24, 2017

8:30 am

Top Reports (Lecture)

8:30 am - 9:15 am

In this session you will learn which reports are considered the top reports to run monthly. Understand how you can best use them.

8:30 am

Filtering 101 (Hands On)

8:30 am - 9:15 am

Having trouble finding the variables you need for your filter? Need a quick refresher on connectors and brackets? Join us for a review of filtering basics.

9:30 am

Data Validation (Lecture)

9:30 am - 10:15 am

Confidence in your data is the key to success! We’ll be exploring the various reports you should look at each month to verify your data is correct.

9:30 am

Demographics and Prospects (Lecture)

9:30 am - 10:15 am

Learn about the importance that demographics and prospect lists play, and how MARQUIS can help.

10:30 am

Big Data (Lecture)

10:30 am - 11:15 am

How does Big Data apply to your marketing efforts? Get a general overview of the world of Big Data and see how ExecuTrax delivers on the topic.

10:30 am

Export – Grouping, Function & Lookup (Hands On)

10:30 am - 11:15 am

Did you know that the export feature can provide more than just a list of names? In this session, learn how to utilize the grouping function and lookup features to maximize your experience.

1:00 pm

Campaign Creation/Management (Lecture)

1:00 pm - 1:45 pm

Discuss and explore the importance of campaigns and why Onboarding, Reboarding and Triggers are necessary for success in today’s environment.

1:00 pm

Filtering 101 (Hands On)

1:00 pm - 1:45 pm

Having trouble finding the variables you need for your filter? Need a quick refresher on connectors and brackets? Join us for a review of filtering basics.

2:00 pm

TriggerPro (Lecture)

2:00 pm - 2:45 pm

A hands-free Marketing solution designed with your needs in mind! Learn how it will enhance client engagement and generate meaningful leads/revenue in a manner that requires no attention from you.

2:00 pm

Reports for Campaign Results (Hands On)

2:00 pm - 2:45 pm

Are you tracking your campaigns efficiently? Learn which reports are designed specifically for this task.

3:00 pm

Accounts vs. HH vs. Individual (Lecture)

3:00 pm - 3:45 pm

This session reviews when to use each of the levels, why you should use one rather than another, and how to accurately view the data based on the level you’ve chosen in your filter.

3:00 pm

Top Reports (Lecture)

3:00 pm - 3:45 pm

In this session you will learn which reports are considered the top reports to run monthly. Understand how you can best use them.

PRE-CONFERENCE WORKSHOPS

Tuesday, April 25, 2017

8:30 am

Risky Business (Lecture)

8:30 am - 9:15 am

Most institutions have many risky households, but they never approach the households with a retention strategy. Learn how to find out who these risky households are and which initiatives will deepen relationships with them.

8:30 am

Filtering 101 (Hands On)

8:30 am - 9:15 am

Having trouble finding the variables you need for your filter? Need a quick refresher on connectors and brackets? Join us for a review of filtering basics.

9:30 am

MCIF ROUNDTABLE (LECTURE)

9:30 am - 10:45 am

Are you curious about what others are doing with their MCIF? Do you have questions on how to take your system to the next level? Then this session is for you as you’ll meet the peers in an open-forum discussion.

11:00 am

A view from the eagle’s nest. Viewpoints on leadership, focus, and vision.

11:00 am - 12:00 pm

This is a rare opportunity to learn from Bank of America’s former CEO Hugh McColl and CFO Marc Oken on what it took to build the largest bank in the United States. Learn how teamwork, grit, and determination will benefit your firm and your personal growth goals.

1:00 pm

TriggerPro (Lecture)

1:00 pm - 1:45 pm

A hands-free Marketing solution designed with your needs in mind! Learn how it will enhance client engagement and generate meaningful leads/revenue in a manner that requires no attention from you.

1:00 pm

Campaign Creation/Management (Lecture)

1:00 pm - 1:45 pm

Discuss and explore the importance of campaigns and learn why Onboarding, Reboarding and Triggers are necessary for success in today’s environment.

2:00 pm

CRM Roundtable (Hands On & Lecture)

2:00 pm - 3:30 pm

What information is valuable to your Senior and C-Level Executives and how do you make it available through CallTrax? We’ll discuss critical information and measurements accessible in your CallTrax system and how you can use it to ensure your Senior and C-Level Executive team have the information they need to make strategic decisions. We’ll also open the floor for discussions from existing and prospective CallTrax clients about ways they’re seeing value from their organization’s use of CRM.

5:30 pm

Welcome Reception

5:30 pm - 7:30 pm

Day 1 - Agenda

Wednesday, April 26, 2017

7:30 am

Breakfast

7:30 am - 8:29 am

8:30 am

Welcome & Opening

8:30 am - 8:44 am

8:45 am

Matthew Luhn – The Best Story Wins!

8:45 am - 9:59 am

Storytelling for Business
“Tell me the facts and I’ll learn. Tell me the truth and I’ll believe. But tell me a story and it will live in my heart forever.” Story can be your most powerful tool of persuasion and leadership. By tapping into the right side of your brain, the creative side, you’ll succeed in turning facts and figures into human experiences to captivate hearts and minds. For over twenty years, Matthew Luhn has been teaching Pixar directors and other business leaders how to connect with millions of people around the world through story.

10:00 am

Break

10:00 am - 10:14 am

10:15 am

Blue Ocean Strategy Workshop

10:15 am - 12:14 pm

Blue Ocean Strategy Formulation: How Strategy Shapes Structure
While understanding how to compete in existing market space is important, a competitive view of strategy leaves unaddressed the critical challenge of how to redefine industry boundaries and create new market space. To learn how strategy shapes structure to create new market space, this strategy module focuses on four key aspects of Blue Ocean Strategy: how to reconstruct industry boundaries, how to reach beyond existing demand, how to pursue differentiation and low cost simultaneously, and how to build profitable business models to succeed in new market spaces. Under this theory of strategy, the structure of an industry is not taken as given, strategy determines structure that leads to performance consequences. This shifts the focus of strategy from a zero-sum towards a non-zero-sum paradigm.

12:15 pm

Lunch

12:15 pm - 1:00 pm

1:00 pm

Round tables: Idea Sharing

1:00 pm - 3:00 pm

Focus on your “Job to be Done”

4:00 pm

An Evening with MARQUIS

4:00 pm - 9:00 pm

Day 2 - Agenda

Thursday, April 27, 2017

7:30 am

Breakfast

7:30 am - 8:29 am

8:30 am

Welcome & Opening

8:30 am - 8:44 am

8:45 am

Jim Kalbach

8:45 am - 9:59 am

Navigating the Customer Journey
Jim is the head of Customer Success at MURAL and will focus on the interaction (internally and externally) of the customer journey for the best outcome. The context of business has changed over the last decade or so. Consumers have real power: they have access to prices, product information, and alternative providers around the world. Focusing on the customer experience is not a nice-to-have, it’s mission critical. The use of systematic, visual representations exposes previously unseen opportunities for improvement and for growth. In this sense, mapping is a foundational activity that helps organizations shift their perspective from inside-out to outside-in. But diagrams are no silver bullet. They don’t provide answers outright. Instead, a map is a catalyst for conversation across teams. Only with a common, cross-functional perspective can an organization become truly customer centric.

10:00 am

Break

10:00 am - 10:14 am

10:15 am

Chris Kreinczes

10:15 am - 12:14 pm

Financial Services from Across the Globe
Chris will focus on a combination of high-tech advancements and evolving social attitudes as he demonstrates the increasingly broad and exciting new avenues that are opening up for financial institutions — drawing learnings from the most innovative case studies around the world.

12:15 pm

Lunch

12:15 pm - 1:29 pm

1:30 pm

Ritz-Carlton Workshop

1:30 pm - 3:29 pm

Service Excellence Culture
By exploring the award-winning business practices of The Ritz-Carlton, you will discover how a service excellence culture results in engaged employees and customers. You will be guided through The Ritz-Carlton Gold Standards — the foundation of our iconic, global brand. You will also visit our key processes such as onboarding and empowerment that lead to legendary service and sustainable success.

day 3 - Agenda

Friday, April 28, 2017

7:30 am

Breakfast

7:30 am - 8:29 am

8:30 am

Welcome

8:30 am - 8:59 am

9:00 am

Craig Karges

9:00 am - 10:14 am

Experience the Extraordinary
Combining the art of magic with the science of psychology and the power of intuition, Craig creates the impression that nothing is impossible.

10:15 am

Conference Summary & Wrap-up

10:15 am - 12:00 pm

 

2017 National Conference

April 26-28, 2017
(with optional training April 24-25)


 

The Worthington Renaissance Fort Worth Hotel

Our conference will be held at The Worthington Renaissance Fort Worth Hotel – Click here

 

Other hotels within the vicinity are:

Embassy Suites by Hilton Fort Worth Downtown – Click here.

The Ashton Hotel – Click here.

Hilton Fort Worth – Click here.

 


Questions? Contact Todd Young

Email: tyoung@gomarquis.com
Phone: 214-778-3048

MAP-2