Webinar Details

Thursday, March 12, 2026
1:00 pm ET, 10:00 am PT

$149, includes Live Event and Recorded Playback without expiration


Event Description

Marketing a cannabis banking program is no longer optional—it’s a strategic decision. Whether your institution wants to stay discreet or become a recognized market leader, this training helps you choose the right visibility level, build a message that aligns with your risk appetite, and convert qualified CRB prospects without creating unnecessary exposure.

This program gives your team a clear framework for “how public is public” and what that means operationally.You’ll learn how to match marketing tactics to your program maturity—products, pricing, onboarding capacity, frontline readiness, and compliance oversight—so your outreach doesn’t outpace your ability to deliver. The result is a program that can grow sustainably, defend its decisions internally, and respond confidently to questions from staff, leadership, and the community.

You’ll walk away with practical language and ready-to-use approaches that resonate with cannabis operators and banking stakeholders. From positioning your value beyond “we’re compliant,” to packaging services in tiers, to addressing fee objections and building trust, this training helps you communicate clearly, differentiate your program, and create momentum—while protecting your institution’s reputation and risk posture.

Key Takeaways:

  • Choose the right visibility level (discreet, selective, or market-leading) based on your institution’s risk tolerance and growth goals.

  • Turn compliance into value with outcomes-based messaging that CRBs understand and decision-makers can support.

  • Align marketing with operational reality so onboarding, monitoring, and staffing capacity aren’t overwhelmed by demand.

  • Use proven conversion tactics: clear packages, simple language, fee framing, social proof, and scarcity—without hype.

  • Equip your entire organization with consistent internal and external messaging, including FAQs for leadership, staff, and community questions.

Instructor(s)

Lisa Beck Schuck

Executive Advisor - Marketing Strategy and Customer Experience

Lisa Beck Schuck is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.