Dates of Event & Pricing for BOTH Parts

$395 for Webinar and Playback*

*Playback has no expiration.

  • Tuesday, October 15, 2024
    Both Parts on October 15 with break in-between.

  • 12:00 – 3:00 pm (Eastern Time)

  • 11:00 – 2:00 pm (Central Time)

  • 10:00 – 1:00 pm (Mountain Time)

  • 9:00 – 12:00 pm (Pacific Time)

Curriculum

In the rapidly evolving financial landscape, mastering the art of deposit management is crucial today for any banking institution aiming to stay ahead of the competition. "A New Deposit Playbook" is a comprehensive two-part webinar series designed to equip banking professionals with the latest strategies, tools, and insights needed to attract, retain, and optimize deposits in a challenging economic environment.

The first session will dive deep into the current state of deposit management, exploring how the shift from years of low interest rates to a more volatile and competitive deposit market has redefined the strategies necessary for success. Attendees will gain insights into:

  • The impact of recent economic and regulatory changes on deposit strategies.
  • A high-level overview of assessing the interest rate environment and anticipating future trends.
  • Overview of the pros and cons of classic deposit products and tactics
  • Fundamental techniques for pricing, structuring, and offering deposit products to meet the needs of today’s savvy depositors.


Building on the foundational knowledge from Part 1, the second session will focus on innovative approaches to deposit growth and retention. Participants will learn:

  • How to leverage technology and data to enhance depositor engagement and loyalty.
  • Best practices for dealing with the diverse profiles of depositors.
  • Strategies for creating compelling deposit product offerings that differentiate your institution from the competition and give you a durable competitive advantage.


Who Should Attend: This webinar series is ideal for banking professionals who are responsible for or involved in deposit management, including:

  • Presidents, CEOs
  • Strategy and Innovation Leaders
  • CFOs, Treasurers, Controllers
  • ALCO members
  • Treasury Services Leaders
  • Retail Banking Leaders
  • Customer Experience Leaders
  • Branch Managers
  • Marketing Officers
  • Funding Officers


Why Attend: By attending "A New Deposit Playbook," you will be better equipped to pragmatically navigate the complexities of today’s deposit landscape, implement cutting-edge strategies, and drive sustainable growth for your institution. Don’t miss this opportunity to learn from industry experts and take your deposit management skills to the next level.

Instructor

CorePoint / CEO and Founder Neil Stanley

Neil Stanley has been a banker for over 25 years. Neil was the CEO of $750 million Northwest Bank in Spencer, Iowa which operates in Omaha, Nebraska, Des Moines, and the Northwest Iowa regions. Prior to Northwest Bank, Neil was an executive for over 22 years with what became the largest privately held banking organization in the country – First National of Nebraska / Lauritzen Corporation. He served First National as Chief Investment and Liquidity Officer and Lauritzen Corporation as Vice President in general administration and supervision of community banks. In 2009, Neil founded CorePoint (formerly known as ‘Bank Performance Strategies’). His company helps client banks attract properly-priced, longer-term core retail deposits. Bank Performance Strategies supports clients across the country with sales performance analytics, sales training, and a web-based pricing and sales platform. Neil has received two patents for components of CoreCD®

Credits

1.0 CPE Credits & 1.2 AAP Credits