CE Credit: 1.5 CFP, CPA, CIMA (pending approval)

The Dallas Foundation is excited to host this dynamic workshop in partnership with NexGen FPA, DEPC’s Emerging Professionals, and Texas CPAs. Designed for early-career professional advisors, this interactive session brings together professionals from multiple disciplines—including charitable planning—to learn how to network effectively and build meaningful connections.

📅 Date: Wednesday, September 24, 2025
⏰ Time: 7:30–9:30 AM
📍 Location: Pegasus Park

Led by Russ Burch—sales veteran, commercial banker at Frost Bank, and Senior Dale Carnegie Trainer—attendees will:

  • Explore authentic networking strategies
  • Practice initiating and sustaining professional conversations
  • Build a personal networking plan aligned with career goals
  • Learn follow-up techniques to create lasting relationships

Get ready to move, connect, and practice your skills in real time! Every participant receives a Dale Carnegie Golden Book, and three lucky attendees will win a hardcover copy of How to Win Friends and Influence People.

Bring your energy, your questions, and your business cards—this is networking with purpose!

Speaker: Russ Burch

30+ years of sales experience across multiple industries
Two decades as a commercial banker helping business owners achieve their goals
Eight years as a Senior Dale Carnegie Trainer, specializing in leadership, communication, and sales excellence
Married for 34 years, dad to three grown daughters, avid reader, hiker, and dog lover

 

Topic
Leadership
Marketing
Practice Management
Career stage
Learning / Aspiring
Early-Career
Mid-Career