Sales Effectiveness Summit

For retail financial services companies, revenue margins are under siege and sales executives must determine the best ways to develop, incent and measure sales effectiveness to deliver greater customer value and new opportunities and expand existing revenue streams and wallet share.

Summit Leader



Kyle Barnett, Senior Vice President, Head of Personal and Small Business Sales Force Effectiveness, BMO Harris Bank

Kyle Barnett is the Head of Personal and Small Business Sales Force Effectiveness for BMO Harris Bank, which has over 2 million customers and 650 bank branches located across 7 states. Mr. Barnett joined BMO Harris Bank in 2010 to develop and deploy a sales performance operating model for the branch network. Prior to joining BMO Harris Bank, Mr. Barnett worked for Citizens Financial Group (part of Royal Bank of Scotland) where he had a variety of roles in Business Banking including front line sales management, business strategy and sales support.

  1. Featured Sessions

    Thursday, October 11
    3:30 PM - 4:15 PM

    Capturing the Hearts of the Millennials Generation

    Tricia Juhn, Vice President, ORC International
    Matt Roddan, Head of Employee Research US, ORC International

    Who are the Millennials? This generation continues to be a challenge to define and understand for many industry segments not just banking. They make up an impressive segment of the populations and cannot be ignored as businesses, especially retail financial services, looks for new opportunities to engage with them as potential customers, as well as potential employees. Hear research and insights into this complicated segment that will help refine your market strategy.


    Restoring Retail Banking - Forging Better Relationships with Regulators

    Debbie Innes, Head of Retail, Cadence Bank
    James C. Watkins, Deputy Director, Federal Deposit Insurance Corporation
    Don Truslow, President, Financial Stability Council, The Financial Services Roundtable
    John Colas, Partner, Oliver Wyman

    As we look to 2013, banking organizations need to find new ways to navigate a changing political landscape and to work with regulators to ensure expectations are set and met for consumers and shareholders alike. Join a panel of industry experts in a dialogue around what it will take to work better with regulators and other stakeholders as financial services companies like yours look to satisfy all stakeholders.