Creating a Strategic Personal Marketing Plan

November 10, 2026 9:00 AM to 12:00 PM (Central Standard Time)

Build a stronger, more predictable pipeline with a personalized annual marketing plan designed for secured finance professionals. In this interactive three-hour workshop, you’ll develop practical strategies for market analysis, prospect segmentation, competitive positioning, referral-source development, and measurable KPIs.

Through guided exercises, peer insights, and real-time feedback, you’ll turn your business development goals into an actionable roadmap for growth. You’ll leave with a foundational marketing plan, tools and templates, and clear next steps you can put to work immediately.

Class offers 3.6 CPE Credits NASBA Field of Study: Marketing

Instructors

Vince Mancuso, EVP & Sales Director, Bay View Funding

Sam Tork

Refund / Cancellation Policy

The Secured Finance Network reserves the right to cancel any program due to insufficient enrollment. 

In order to receive a refund, you must submit written notification no less than five business days prior to the program start date.

Registration

Member Price: $295

Non-Member Price: $395

Register