When Opportunity Knocks, Should You Answer?

There is a quote from William James that reads:

“He who refuses to embrace a unique opportunity loses the prize as surely as if he had failed.”

A couple of weeks ago, I received a unique opportunity from Renee Warnimont, the business development officer who supports the Charter One Bank branches in the Downriver communities of Dearborn, Southgate, Taylor and Trenton, Michigan. Each month, Charter One conducts a conference call to discuss relevant topics in the banking industry.  Because February’s call focused on how the state of the economy in Michigan & Ohio is affecting small businesses, Renee offered me the chance to be the only CPA in the State of Michigan to present on the economic and tax issues that are having an adverse affect on small business owners today.

I decided to embrace this unique opportunity even though public speaking is not my expertise. In hindsight this proved to be a tremendous marketing opportunity. Initially, I expected the conference call would only include the branches of the Detroit metropolitan market and Toledo, Ohio. Instead, it turned out that the call included 40 bankers, 6 Regional Directors and the Michigan State Director of Charter One, along with branches representing Akron, Canton, Cleveland, Columbus and Toledo, Ohio. Not only did I have exclusive access to all of these decision makers, but the following week I was able to meet the Michigan State Director for lunch to follow up on the conference call and to provide him with additional information about Numerico, P.C.

In closing, I want to give special thanks to Renee for this incredible opportunity. If you have any banking questions or would like to hear a different point of view regarding the banking industry, you can email Renee at Renee.Warnimont@CharterOneBank.com

This article was written by Jay Kossen, CPA at Numerico, PC. Click here to view Numerico’s website.