Who We Serve

Government Agencies

Federal, state, and local agencies perform various duties in trust, audit, compliance, and risk management plus trust accounting and fiduciary investing.

Keeping track of assets, ensuring they are not comingled, assessing for potential risks, auditing accounts, and providing records to supervising authorities are all critical functions performed by employees of the different agencies.

We simplify the complex and train your teams to be proficient in every area.

Areas of Business We Serve

We help you acquire the skills you need to navigate client interactions in a language they will understand and take pride in serving a diverse range of business areas by offering tailored training solutions that meet various needs.

Federal Agencies

For federal agencies, our training programs are designed to enhance public service delivery and regulatory compliance. We cover areas such as financial management, risk assessment, and inter-agency collaboration, helping federal employees manage resources effectively and uphold regulatory standards.

State Agencies and Local Agencies

State and local agency professionals benefit from our training solutions tailored to improve public administration and community services. We focus on budgeting, program management, and regulatory compliance, equipping them with the skills to serve their communities efficiently and effectively.

Case Studies

Hear What Our Clients Have to Say

Creating Partnerships Between Bankers and Advisors

Cannon Financial Institute was tasked with a crucial project by a client aiming to redefine the partnership between retail bankers, relationship managers, and bank-based financial advisors targeting the emerging and affluent market segments. The firm recognized its underperformance in effectively capturing the affluent market, with separate business lines failing to meet expected market potential.

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Private Banking: Increasing Wallet Share

Cannon Financial Institute was approached by a Private Banking division with a specific aim: to enhance the wallet share among existing clients. The initiative was designed to improve product usage within the Private Bank solution set.

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Next Level Banker: Improving Client Service

Cannon's "Next Level Banker Training Program" boosted retail bankers' skills. As a result, bankers became more confident in their conversations, leading to deeper connections with customers and stronger retention. By better understanding and serving small business owners, they unlocked new revenue opportunities.

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Client Testimonials

Find Out What Our Clients Have to Say

Hear directly from our clients about how Cannon's courses and consulting have made a real difference for government agency professionals.

Client Testimonials

Client Testimonial: Gov. Professional

Duane is phenomenal. Perhaps the best trust expert in the nation. Would love to hear him speak again at future events.

Client Testimonials

Client Testimonial: Gov. Professional

Mr. Lee remains my favorite speaker year after year. I have taken multiple classes he teaches at and I could listen to him all day. The day he retires is going to be a sad day in the trust world.

Client Testimonials

Client Testimonial: Gov. Professional

Good detail and well presented. Best session of the conference as it had actionable items to look for in the examination process.

Related Programs

Regulatory

Fiduciary Consulting

Provides expert guidance on regulatory compliance, risk management, and operational efficiency for financial institutions. Services include examination support, training, due diligence, and specialized consultations to enhance fiduciary business performance.

Technical

Trust Audit, Compliance, and Risk Management Education

If your organization seeks trust audit, compliance and risk management education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.

Wealth Planning

Overview of Blockchain & Digital Assets

The Blockchain and Digital Assets course provides financial professionals with essential knowledge of blockchain technology, digital assets, and regulatory environments, equipping them to engage in informed client conversations and navigate this evolving landscape.

Ready to give your team the solutions they need to succeed?

Empower your whole team with our wide range of services. We have everything you need from our program catalog to personalized consulting, engaging speakers, custom solutions, and fiduciary consulting. Whether you're looking to boost skills, achieve success, or tailor strategies to fit your unique needs, we are here to help your team excel.

Find out how Cannon can provide the expertise and tools to help your team of advisors and trust professionals thrive.

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