Commercial Lender Event Checklist

Commercial Lender Event Planning Template

In this article, we look at the initial steps to planning out your upcoming Commercial Lender live or virtual event. We’ve put together event ideas, some event design help, strategies for promoting your event and handy run sheets for your event. Need a checklist? Request a checklist template and our team will get a starter checklist created for you.

Commercial Lender In-Person Event Ideas

1. Networking events to connect with potential clients and industry professionals.
2. Seminars and workshops to educate clients on financial topics and lending options.
3. Client appreciation events to strengthen relationships and show gratitude.
4. Trade shows and conferences to showcase lending services and stay updated on industry trends.
5. Loan application and approval meetings with clients to discuss their financial needs.
6. Team-building activities to foster collaboration and enhance employee morale.
7. Training sessions for new employees to ensure they understand lending processes.
8. Business development meetings with potential partners or referral sources.
9. Community outreach events to promote the bank’s lending services and build trust.
10. Industry-specific events to stay informed about changes in regulations and policies.
11. Loan closing ceremonies to celebrate successful transactions with clients.
12. Financial literacy workshops for individuals or small businesses in need of guidance.
13. Charity events to support local causes and enhance the bank’s corporate social responsibility.
14. Panel discussions or speaking engagements to share expertise and establish thought.

Commercial Lender Remote Event Ideas

1. Webinars on financial topics
2. Virtual networking events
3. Online training sessions for employees
4. Digital marketing campaigns
5. Social media promotions
6. Virtual conferences
7. Online workshops for small business owners
8. Web-based seminars on loan products
9. Virtual trade shows
10. Online customer appreciation events.

Event Design

1. Understand the event objectives and target audience.
2. Create a design brief outlining the event theme, branding, and key messages.
3. Develop a logo and visual identity that aligns with the event’s purpose.
4. Design promotional materials such as flyers, banners, and social media graphics.
5. Create a visually appealing website or landing page for event registration.
6. Design email templates for event invitations, reminders, and updates.
7. Develop PowerPoint or Keynote templates for presentations during the event.
8. Design name badges, signage, and other on-site materials for in-person events.
9. Create interactive digital assets like infographics or videos for online events.
10. Collaborate with vendors or printers to ensure high-quality production of materials.
11. Conduct regular reviews and revisions to ensure design assets meet expectations.
12. Coordinate with the marketing team to integrate event branding into promotional campaigns.
13. Provide design support during the event, ensuring consistent visual representation.
14. Collect feedback and evaluate…(request a template for further details)

Event Promotion

A commercial lender would need to implement a comprehensive promotion strategy to successfully run an online or in-person event. Firstly, they could utilize social media platforms such as Facebook, LinkedIn, and Twitter to create event pages and share regular updates about the event. This would help generate buzz and reach a wider audience. Additionally, they could collaborate with industry influencers or thought leaders to promote the event through guest blog posts, interviews, or endorsements. This would lend credibility to the event and attract a targeted audience.

Furthermore, the commercial lender could leverage email marketing by sending out personalized invitations and reminders to their existing client base and prospects. They could also create a visually appealing landing page on their website with all the event details and a registration form. This would make it easy for interested individuals to sign up and share the event with their network. Lastly, they could consider running paid advertisements on relevant websites or industry publications to increase visibility and drive traffic to the event. Overall, a well-rounded promotion strategy would ensure maximum attendance and engagement.

Commercial Lender In-Person Event Run Sheet

1. Arrive at the event venue early to ensure all necessary equipment and materials are set up and ready for the event.
2. Greet attendees and provide them with name tags or registration materials.
3. Introduce yourself and the purpose of the event to the attendees.
4. Begin the event with a welcome speech, highlighting the importance of commercial lending and its impact on businesses.
5. Introduce guest speakers or panelists and provide them with any necessary instructions or materials.
6. Facilitate panel discussions or presentations, ensuring smooth transitions between speakers and keeping the event on schedule.
7. Allow time for questions and answers from the audience after each presentation or panel discussion.
8. Coordinate any breaks or refreshment periods, ensuring attendees have ample time to network and interact with each other.
9. Provide any necessary updates or announcements throughout the event, keeping attendees informed and engaged.
10. Conclude the event with a closing speech, summarizing key takeaways and expressing gratitude to attendees and speakers…(request a template for further details)

Commercial Lender Remote Event Run Sheet

1. Set up virtual event platform and test all features, including registration, chat, and live streaming capabilities.
2. Coordinate with speakers and ensure they have necessary equipment and access to the virtual event platform.
3. Create and distribute event agenda to all participants, including start and end times for each session.
4. Monitor registration numbers and send reminders to registered participants with event details and login instructions.
5. Conduct a final run-through of the event, including testing audio and video quality, and ensuring all presentations are uploaded and ready to be shared.
6. Assign staff members to monitor the chat and respond to participant inquiries during the event.
7. Start the event on time and introduce speakers, ensuring smooth transitions between sessions.
8. Monitor participant engagement and address any technical issues that may arise during the event.
9. Facilitate Q&A sessions with speakers, ensuring all questions are addressed and answered.
10. Conclude the event on time and thank participants for their attendance.
11. Follow up with…(request a template for further details)

What Next?

You’ve got your ideas on planning your in-person or online Commercial Lender event, what next? We’ve put together a Resource Area with tools to help you run your event and you can also Request A Checklist to help speed up your event planning process. We’re here to help.