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Stop Selling, Start Connecting: Communication Tools for Finance Leaders Who Hate Feeling Salesy Stop Selling, Start Connecting: Communication Tools for Finance Leaders Who Hate Feeling Salesy Stop Selling, Start Connecting: Communication Tools for Finance Leaders Who Hate Feeling Salesy

Metropolitan Ballroom  

5418 Wayzata Blvd
Minneapolis, MN 55416-1322

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Wednesday, February 11, 2026 11:00 AM - 1:00 PM Central Standard Time

 

Most finance professionals didn’t choose their careers for the sales conversations, but in today’s world, business development is part of the job. In this interactive session, we’ll break down what real “selling” is (hint: it’s not pushy or fake) and how to use the DiSC Framework to adapt your communication style to win trust faster and influence decisions. Whether you're talking to CEOs, clients, board members, or your own team.

Attendees will learn:

  • The #1 reason most sales conversations fall flat, and what to do instead.
  • How to identify their default communication style and how others perceive them.
  • A simple DiSC-based formula to tailor messaging based on who they’re talking to.
  • Emotional Intelligence insights to read the room (even when it’s on Zoom).
  • How to coach team members to do the same, without adding more meetings.

CPE Learning Objectives:

  1. Define the core principles of authentic business development and distinguish them from traditional sales tactics, with emphasis on relationship-building and trust.
  2. Apply the DiSC Framework to identify and adapt communication styles for more effective engagement with diverse stakeholders, including executives, clients, and team members.
  3. Demonstrate strategies for influencing decisions and building credibility in finance-related conversations, using tailored messaging and behavioral cues.

Agenda:

  • 11:00 AM - Arrival, Networking
  • 11:30 AM - Lunch, Presentation
  • 12:30 PM - Additional Networking
  • 1:00   PM - Departure

Earn 1 CPE credit while exploring timely, relevant content designed for today’s finance professionals.

*Individuals who register as a Qualified Prospective Member must meet FEI's Membership Qualifications.


Speakers

Stefani Havel

Sales & Communication Strategist