August 5-6, 2009
It's back! After a very successful Small Business Summit in 2008, we're bringing it back and making it better and even more convenient. This year's location, the Hilton Atlanta Airport, is easy to get to with no ground transportation needed for those who fly. The rates are good and the content is even better. We've pulled together an experienced team of professionals guaranteed to fire you up to take your business services program to the next level. The 2009 Summit is focused on marketing, and designed to equip you with tangible take-aways that WILL grow your business. We are offering dual tracks in the afternoon to also meet our partners' requests for more of our excellent credit training.

MBS is pleased to present two sessions by nationally known sales and marketing expert, Michael Roby. With more than thirty years in the financial services industry, he has acquired tremendous results-getting experience that he will eloquently transfer to Summit participants. He'll teach you how to get quantifiable and lasting results that will boost your credit union's business services.
Mike's desire to help those in the financial services industry better serve their communities and clients shines through in everything he does. You'll benefit from Mike's knowledge, experience and passion for the financial services industry.
When Michael Roby speaks at a conference, workshop, or event, he brings the "Big Vision...Big Ideas...Big Results™" that will get your people moving and bring on more sales, more productivity, and more profits! Michael Roby will inspire your credit union to stretch beyond the comfortable, leaving you with a clear sense of direction and possibility!
Networking Reception
Wednesday, August 5, 2009
6:00 - 8:00 p.m.
Join your peers for a networking reception on the Promenade outside the Chattahoochee Ballroom.
We'll also present a live demonstration of Merchant Capture, an easy-to-use software tool that allows small businesses to send checks for deposit using an inexpensive desktop scanner.
| Morning Session | Afternoon Dual Tracks |
The Perfect Storm Opens the Door to Serving Small Businesses Capitalize on the advantages current market turmoil provides for credit unions over banks. Nationally known marketing authority Michael Roby shares proven ideas to help your credit union reach more business members. Credit unions today are positioned to provide more services to more members than at any time in history. Learn easy strategies and tactics that are guaranteed to increase your reach and impact with business members. Topics include developing a personal defining statement that makes people want to know more about your services, and the world's best referral generation system. Guerilla Marketing - Building a Referral Network Successful MBS Partner, lender Kevin McAlpine, will share secrets and tips. Learn how he generated $6 million in loan requests in just 90 days and how you can do it too. Building a Targeted Marketing List for Ultimate Focus Learn from the experts what products small businesses will be buying and how to find these businesses. You'll learn to build a targeted marketing list. We'll teach you a successful list building formula, how to sift and sort your prospects, and how to build your list with consistent effort and action. Your lead generation and traffic system will become one of your most valuable tools. |
Pick the afternoon track that is right for you and consider bringing additional staff from your credit union for these exciting topics. Building Your Personalized Roadmap to Business Services Success Mike Roby's ideas covered in the morning session will be expanded into action plans that make it simple to maximize the value of your best relationships. In this session Mike delivers ideas that will help you dramatically increase the number of businesses that want to utilize your services. You'll leave the MBS Summit with an action plan to grow and expand your relationship base, and a personal marketing plan to support your individual sales efforts. You'll know just what to do, how to do it and will be prepared to grow your credit union's reach and appeal to small business. Credit Training You asked for it and we're providing it! MBS's own Joe Torre will demystify the fundamentals of business tax return and cash flows. You'll learn how to glean more information from them as well as from financial statements. Then we'll teach you how to ask the probing questions that will speed your loan processing by MBS. |
| All attendees will receive a copy of Mike's book, The Ultimate Small Cap Business; Building A Financial Advisory Practice. | |
Summit Location & Accommodations
Summit Location
Hilton Atlanta Airport1031 Virginia Avenue - Atlanta, GA 30354
Phone: 404-767-9000 or 800-HILTONS
Hotel Accommodations
To reserve your room, please contact the Hilton at 800-HILTONS or 404-767-9000. A rate of $109 has been secured for the night of August 5th and is guaranteed through July 15th. To get the reduced room rate, mention that you are attending the MBS Conference. Check in is 3:00 p.m.; check out is 12:00 p.m.
Parking
- Self Parking: Overnight self parking is complimentary when they mention they are part of our group
- Valet Parking: $14.00 overnight
The Hilton Atlanta Airport offers a complimentary shuttle service. The shuttle is available in the Ground Transportation area west curb, just immediately outside the Airport between the North and South terminals. Hotel shuttles are located in the Blue Bus aisle. The shuttle departs every 15-20 minutes from the hours of 4:00 a.m. to midnight and is on call after midnight. Courtesy phones are available at the airport for after hours.
$175.00 for MBS partners
$225.00 for non-partners
Registration is closed.
