Curriculum

Quarterbacking Long Term Retail Deposits – Principles of Long Term Deposits


Explore the environment, situation, and principles of long-term retail deposits.  This session sets the stage for thinking clearly about the long-term saver’s interests, motivations, beliefs and behaviors.  We address the four key drivers of success for every financial institution and relate them to securing properly-priced long-term retail deposits.


Each attendee will develop a robust awareness of the context of long-term retail deposits at the industry, bank, and front-line level.  We equip bankers to anticipate future interest rate movements and assess the impact of attrition, price elasticity, growth, and cannibalization.  We will discuss the essential elements of an effective retail deposit growth strategy.


The 6-Part “Quarterbacking Long Term Retail Deposits” Webinar Series

In order to attract and retain properly-priced, long-term retail deposits in this environment financial institutions are redesigning their approach to long-term savers.  Offering the static rate sheet and a cup of coffee is not enough to win and retain long-term deposits today.


In this series of banking webinars you will get the opportunity to interact with the latest in the science and art of long-term deposits.  This series of webinars can be viewed separately or in sequence by bank executives, as well as experts from treasury/finance; retail; client experience; technology; and marketing.


Each of the webinars will introduce effective and efficient approaches to the legacy offerings of our industry that have been used by innovative high-performance financial institutions.  Innovation is more than a buzz word at these institutions that have adopted new processes, products, analytic tools, and the comprehensive training to inform, equip, and empower their front line to significantly better serve long-term depositors without resorting to paying the highest interest rates.


Finally, every attendee will have the opportunity to interact with the presenter to maximize the relevancy of the material covered in this series.  The findings from decades of discovery across a great number of banking facilities and front line bankers will be presented.  These sessions will offer dozens of reference materials that can be researched before and after the webinar presentations.


Sign up now for the ENTIRE 6-part series for just $695, (or click on a title below to read more and register for individual sessions for just $249 each)


1) Principles of Long Term Deposits (Mar 05, 2019 12:00 pm – 1:00 pm ET)

2) Long Term Deposits Offerings (Mar 26, 2019 12:00 pm – 1:00 pm ET)

3) New Dynamics of Handling Long Term Deposits (Apr 16, 2019 12:00 pm – 1:00 pm ET)

4) Pricing Long Term Deposits (Apr 23, 2019 12:00 pm – 1:00 pm ET)

5) Presenting and Selling Long Term Deposits (May 13, 2019 12:00 pm – 1:00 pm ET)

6) Coaching and Measuring Long Term Deposit Growth (May 29, 2019 12:00 pm – 1:00 pm ET)

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