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Baseball and Banking: Five Lessons from America’s Game

What can bankers learn from the game of baseball? Quite a bit, actually. This engaging session explores how the fundamentals of baseball, including consistency, teamwork, preparation, statistics, patience, and leadership, closely mirror the realities of success in retail, commercial, and relationship banking.

Upcoming
DATE

Wednesday, July 8, 2026
11:00 am - 12:00 pm

INSTRUCTOR

Skip Willcox

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial/Business Lending
  • Customer Service
  • Human Resources
  • Lending
  • Management/Employee Development
  • Mortgage Lending
  • Sales
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Consumer Lender/Retail Banker
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Human Resources Officer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • New Accounts Representative
  • Private Banker
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer

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Baseball has long been called America’s pastime, but it may also be one of the best illustrations of how successful banking organizations operate. In both baseball and banking, long-term success is rarely built on one big moment. Instead, it comes from preparation, discipline, teamwork, adaptability, and consistently executing the fundamentals day after day.

In this energetic and relatable session, attendees will explore the striking similarities between the sport of baseball and the modern banking industry. From managing slumps and developing talent to understanding performance metrics, building strong client relationships, and trusting the team around you, this presentation connects lessons from the ballpark directly to the challenges facing today’s banking professionals. Whether you work in retail banking, commercial lending, leadership, operations, or business development, this session delivers practical insights, humor, and memorable takeaways that attendees can immediately apply to their roles and teams.

What You'll Learn

  • How consistency and daily fundamentals drive long-term success in banking, even during challenging market conditions
  • Why strong teams, communication, and trust are essential in both baseball and high-performing financial institutions
  • How successful bankers can better use performance metrics, client data, and activity tracking to improve results
  • The importance of adaptability, coaching, and continuous development in an evolving banking environment
  • How relationship-building in banking mirrors the patience and long-term mindset required to succeed over a full baseball season
  • Practical lessons banking professionals can apply immediately to leadership, sales, client service, and team culture

Who Should Attend

  • Retail banking professionals
  • Commercial bankers and lenders 
  • Mortgage professionals
  • Branch managers and banking leaders
  • Business development officers
  • Credit union professionals
  • Treasury management and relationship managers
  • Banking operations professionals
  • Emerging leaders and future managers
  • Anyone in banking looking to strengthen teamwork, consistency, leadership, and client relationships through practical, relatable lessons from the world of sports.
Skip Willcox

Instructor Bio

Skip Willcox, AMP, CMB has spent over 20 years in the mortgage and banking industries. He is recognized as a thought leader and business development expert throughout the country. Through experience, networking, extensive industry involvement, as well as a “back to basics” approach, Skip has leveraged his time at top sales positions in mortgage and banking to help others grow.


Skip is a life-long Georgian, currently residing in Dublin, Georgia. Skip attended The University of Georgia, graduating with degrees in Economics and Political Science. Throughout his career, he has directly helped hundreds of people achieve the dream of homeownership through mortgage origination and partnering with financial institutions.


Known for his direct and straight forward, yet humorous style, Skip started coaching and training clients several years ago. Now, as CEO of Kairos Sales Group, he specializes in growing business in the mortgage, banking, real estate and related fields to help professionals close more, do more and be more. Additionally, Skip is the host of The Big Skip Energy Podcast and started a new show called Ain’t My First Mortgage Podcast which brings on the most relevant and impactful mortgage thought leaders to share their knowledge.

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