May 13-15, 2026 | Richmond, VA
Session II training continues focusing on developing a consultative business relationship with the financial decision-maker. With the use of a CASE Study, students will prepare for and role play a customer sales call utilizing financial sales tools to implement the ISA sales strategy while qualifying the opportunity and co-author the right solution.
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June 17, 2026 | Virtual
As customers become more strategic with their budgeting for capital projects, they analyze every expenditure and distinguish between “essential” and “non-essential” purchases. As a result, elective mechanical decisions are made on a financial basis more often than a technical basis. This session will introduce that decision making process.
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September 23-24, 2026 | Virtual
The two-day virtual classroom will be conducted in six 1.5-hour blocks building on the sales skills learned in the on-site class. The follow-up session has been designed to address the greatest challenges facing first year sales professionals while reinforcing the maintenance sales “absolutes” intended to improve close rates.
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