Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Monday, May 13, 2024

  • 12:00 – 1:00 pm (Eastern Time)

  • 11:00 – 12:00 pm (Central Time)

  • 10:00 – 11:00 am (Mountain Time)

  • 9:00 – 10:00 am (Pacific Time)

Curriculum

During the 15 years before 2023, monetary policy made deposits a sleepy, slow-moving sector in the industry. All that has changed with interest rates driven by the resurgence of inflation and competitive pressures. 

Now banking institutions’ biggest risk - and their biggest opportunity - may well lie in deposit competition. Institutions that master funding strategy and the corresponding product offering while excelling at depositor engagement can become the destination for money moving from asset classes such as stocks and crypto, and potentially away from other institutions, to safe banking products offering compelling options and returns. 

Topics include:

  • Understanding the magnitude of money that has accumulated in non-interest-bearing and low-rate deposits
  • How technology has changed the optionality and pace of money movement
  • Observations about the threats to conventional banking paradigms - given the expected level and potential volatility of interest rates
  • What does mastery look like for funding strategy and the corresponding product offering suite
  • How institutions become prepared for coherent, effective, and efficient negotiations as we leave behind the order-taker posture


Who Should Attend?

  • Presidents, CEOs, CFOs
  • ALCO members
  • Controllers
  • Retail Banking Officers/Directors
  • Customer Experience
  • Branch Managers
  • Marketing
  • Funding officers

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