Joe is an Award Winning Banker and Sales Expert with over 27 years of banking and
sales leadership experience in Australia, Canada and the USA. This valuable global experience has ideally positioned Joe to share insights on universal best practices for
achieving sales success and growing your Bank.
He has been recognized throughout his career for his strategic, collaborative and
charismatic approach to achieving exceptional results. In 2014 Insurance Business
magazine named him one of Canada’s “Hottest Insurance Professionals” and in 2016 he
won the Chicago Daily Herald Business Ledger’s award for “Outstanding Services to
Joe is passionate about creating a better life for Bankers.
Sarah Noll Wilson
As an Executive Coach, Keynote Speaker, Transformer of Teams, Researcher, soon to be Author, Sarah helps people close the gap between what they intend to do and the actual impact they make. Sarah creates a safe, honest environment, preparing people to deal with real-world conflict, have more meaningful conversations, and create purposeful relationships.
Sarah holds a Master’s Degree from Drake University in Leadership Development and a BA from the University of Northern Iowa in Theatre Performance and Theatre Education. She is a frequent guest lecturer at Universities. When she isn’t helping people develop stronger relationships with themselves and others, she enjoys spending time with her husband Nick and their two fur babies Seymour and Sally.
Jodie Beach is an expert in the area of confidence and composure focusing on the
topics of business etiquette and professional attire. She has worked with companies
throughout the United States and Canada, helping thousands with the ever-changing
rules of today’s business world.
A certified etiquette expert since 1992, Jodie stays on top of the changing trends of both
social and business interactions. Her audiences include executives, business owners,
sales people, politicians, association leaders, assistants, and job seekers.
Jodie is a frequent guest on both television and radio programs and has written articles
for newspapers, magazines and books. Look for her book on business etiquette,
“Power, Presence & Style, The Top 50 Tips For The Business Professional”.
Dave DeFazio is a partner at StrategyCorps and works with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures each product and service meets the needs of today’s retail bankers.
As partner, he develops consumer sites and mobile apps that deliver value to bank customers as well as analysis tools that allow clients to have a deeper understanding of customer relationships and product profitability. He has spoken at conferences nationwide about insight and research on innovations in financial technology, retail banking and other tactics of today’s best retailer marketers. Dave received his B.A. in Economics and Mathematics from Ohio Wesleyan University.