Our Platform Advantages

Leveraging Technology to Improve Experience & Results

  • Guided Process

    You are guided through a learning journey as opposed to one-off professional development workshops.

  • Microlearning Content

    Multidimensional-content broken down into bite-sized lessons provides flexible consumption and improved retention.

  • Flipped Classroom

    You consume relevant content asynchronously. Live sessions are reserved for concept reinforcement and discussion.

  • Community Groups

    Community-based learning creates an engaging environment for you to build meaningful connections.

  • Structured Accountability

    Forced progression and continual reminders ensure you remain accountable for your commitment to success.

  • Tools & Resources

    More than just content, our programs offer tools and resources to help you apply lessons and knowledge daily.

Who We Serve

Designed by Middle-Market Professionals for Middle-Market Professionals

Accounting

Private Equity

Investment Banking

Wealth Advisory

Commercial Lending

Legal

Real Estate

Risk Management

Designed For Middle-Market Professionals

Past Participants Include Individuals From These Firms

Intentional Networking

A Professional Development Program Designed To:

  • Bring clarity to what networking is and how to excel at it

  • Uncover new ways to grow & strengthen your network

  • Create a personalized networking plan to keep you on track

  • Network with other participants to gain new perspectives

  • Uncover insights that help you build more meaningful connections

What Past Participants Are Saying

Client Testimonials

Definitely a Worthy Endeavor

Shawn Snell, Regional CFO 5/3 Bank

I gained a lot of insight into how to network with meaning and purpose and learned that developing a networking strategy is key. I would recommend this program for those looking to be more consistent with their networking efforts.

Teaches you how to be more purposeful in your networking

Caitlin Kimball, Commercial Relationship Manager TCF Bank

This program helps you develop the habits and tools needed to help you reach that next level in networking. It provides you with great tips and teaches you how to implement them.

A Renewed Focus on Networking

Emerson Fisher, Investment Banking Senior Associate

Regardless of whether you are an expert networker or have never networked before, there is value in the program. The course content and group discussions expose you to new perspectives and strategies to help you become a more intentional, thoughtful, and efficient networker regardless of where your starting point is.

Program Overview

Designed For Success

  • 1.

    00 - Getting Started

    • Welcome!

    • Academy Platform Overview

    • Overview & Roadmap

    • Exchange Community Group

    • Getting The Most

    • Defining Your Success

    • Feedback Loop

    • Group Session

    • Reflective Exercise

    • Review & Action Items
  • 2.

    01 - Rethink Networking

    • Networking Defined

    • Networking & Business Development

    • Growing Your Orchard

    • How Do You Plant Seeds?

    • Discovering Your Networking Why

    • Hidden Benefits of Networking

    • Share Your Networking Why

    • A Framework for Networking

    • Group Session

    • Reflective Exercise

    • Additional Resources

    • Review & Action Items
  • 3.

    02 - Meaningful Connections

    • Meaningful Connections Mindset

    • Mutual Trust & Respect

    • Giving Your Time

    • Seek First to Add Value

    • How Do You Add Value?

    • Find Connection By Being Yourself

    • Be The Best Version of You

    • What Makes You Unique?

    • Network HAPPY

    • Group Session

    • Additional Resources

    • Reflective Exercise

    • Review & Action Items
  • 4.

    03 - Personal Brand

    • What Is Personal Brand?

    • Why Personal Brand Matters

    • Your Personal Brand

    • Personal Brand Discovery

    • What Are Your Brand Attributes?

    • Group Session

    • Additional Resources

    • Reflective Exercise

    • Program Check-In

    • Review & Action Items
  • 5.

    04 - Intentionality Matters

    • Networking Intentionally

    • Consistency Drives Results

    • Your Time Commitment

    • Network Development Model

    • Strengthen & Expand Your Network

    • What's Your Networking Focus?

    • Group Session

    • Reflective Exercise

    • Review & Action Items
  • 6.

    05 - Setting Goals

    • Goal Setting in Networking

    • Qualitative Networking Goals

    • Your Qualitative Goals

    • Measurable Networking Goals

    • SMART Networking Goals

    • Your Measurable Goals

    • Group Session

    • Reflective Exercise

    • Schedule Coaching Session

    • Review & Action Items
  • 7.

    06 - Staying Accountable

    • Accountability Is Hard

    • Routines for Success

    • Using Data to Stay on Track

    • Create External Accountability

    • How Will You Stay Accountable?

    • Group Session

    • Reflective Exercise

    • Review & Action Items
  • 8.

    07 - Your Networking Plan

    • You Need a Plan

    • Crafting Your Plan

    • Talk About Your Plan

    • Networking Plan Coaching Session

    • Review & Action Items
  • 9.

    08 - Bringing It All Together

    • Set Yourself Up for Success

    • Keep Your Routines

    • How Are You Set Up For Success?

    • Group Session

    • Exit Survey

    • Final Networking Plan

    • Where To Go From Here

    • Bonus Resources

Have Questions?

  • How much time does this program require?

    While your success is highly dependant on your dedication and time commitment, we also understand that you are a busy professional, and time is your most valuable resource. The Intentional Networking program has been designed to require ~2 hours per week of your time for success.

  • What if I can't attend one of the group zoom sessions?

    Participation in group zoom sessions is highly-encouraged and a key to your success in this program. However, for those sessions where you are unable to attend, a recording will be made available for your review.

  • How long do I have access to the course content?

    From start to finish, the Intentional Networking program is roughly 18 weeks but it's our mission to help participants succeed in their networking. You will continue to receive access to all course content for twelve months.

  • What technology do I need?

    Course content can be view on a desktop as well as through mobile devices (tablets & phones).

  • What additional support is offered?

    We win when our clients win. Said differently, it's our goal that you successfully complete the program and reach your potential. Additional support is available through text, email & calls.

  • What if I am not satisfied with my outcomes?

    We have made every effort to ensure participant success in our programs; however, if we fall short of your expectations, we are happy to work with you to ensure satisfaction.

Still Unsure?

Interested but still have questions?

Learn More

Build More Meaningful Connections

Learn how we help our clients overcome their networking challenges.