Negotiation Skills

In partnership with Zehren Friedman, we are pleased to offer Negotiation Skills. This workshop uses Principled Negotiation as its foundation. This approach recognizes the client’s legitimate needs and aspirations, and enables the banker to pursue the bank’s interests with energy and determination. Utilizing numerous exercises and team activities, bankers learn creative collaboration—a much more powerful tool than stubborn resistance and caving in, and helps them understand that negotiations are best approached as problem-solving exercises rather than contests of strength and will.


  • Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Wealth and Investment Consultants, Branch Managers, and others that make bank to business calls.

Time Frame:

  • One-day classroom module


  • None

Tools and Job Aids:

  • Negotiation Skills participant workbook
  • Negotiation Skills Job Aid

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Dana Perkins
Executive Vice-President – Sales and Consulting



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