Posts tagged with "bank deposits"

Growing Deposits in a Competitive Banking Environment

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Deposits are increasingly important, but many banks are experiencing flat or negative deposit growth.

Financial institutions need to understand exactly what specific steps they must take with their best customer segments to build and retain those deposits.

Focus of this retail banking webinar includes:
– Specialist sales teams,
– Industry focus,
– Enhanced marketing packages,
– Changes in compensation,
– Industry best practices.

Presentation includes Deposit Growth Action Checklist with 10 steps that every institution needs to consider for a deposit growth strategy.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event recorded previously.

Dates of Event

Wednesday, April 17, 2019

  • 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)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Charles Wendel
Founder/Owner
Financial Institutions Consulting

About the Speaker

Charles Wendel, the President of Financial Institutions Consulting (FIC), had extensive practical experience as a bank lender, relationship manager, and workout specialist before becoming a management consultant. Prior to founding FIC over 20 years ago, he was a Partner at Mercer Consulting and an Engagement Manager with McKinsey & Co., Inc.

Wendel has consulted to money center and regional banks, insurers, and diversified financial services companies, both in the U.S. and 15 other countries.

Wendel earned an M.B.A. in Finance and Marketing from Columbia University in addition to an M.A. and M.Phil. in English; he received his undergraduate degree from New York University.

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Quarterbacking Long Term Retail Deposits – Principles of Long Term Deposits

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Bank deposit growth

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)

All 6 Sessions

Date of Event

Tuesday, March 5, 2019
12:00 – 1:00 pm ET
11:00 – 12:00 pm CT
10:00 – 11:00 am MT
9:00 – 10:00 am PT

Pricing
$249 for Part 1 ONLY plus playback*

$695 for Entire 6-Part Series
*Playbacks do NOT expire and may be shared internally.

Credits per Webinar

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Neil Stanley

Neil Stanley
CEO and Founder – CorePoint

About the Speaker

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®

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Growing Deposits in a Competitive Banking Environment

Register Now

Deposits are increasingly important, but many banks are experiencing flat or negative deposit growth.

Financial institutions need to understand exactly what specific steps they must take with their best customer segments to build and retain those deposits.

Focus of this retail banking webinar includes:
– Specialist sales teams,
– Industry focus,
– Enhanced marketing packages,
– Changes in compensation,
– Industry best practices.

Presentation includes Deposit Growth Action Checklist with 10 steps that every institution needs to consider for a deposit growth strategy.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event recorded previously.

Dates of Event

Thursday, January 10, 2019

  • 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)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Charles Wendel
Founder/Owner
Financial Institutions Consulting

About the Speaker

Charles Wendel, the President of Financial Institutions Consulting (FIC), had extensive practical experience as a bank lender, relationship manager, and workout specialist before becoming a management consultant. Prior to founding FIC over 20 years ago, he was a Partner at Mercer Consulting and an Engagement Manager with McKinsey & Co., Inc.

Wendel has consulted to money center and regional banks, insurers, and diversified financial services companies, both in the U.S. and 15 other countries.

Wendel earned an M.B.A. in Finance and Marketing from Columbia University in addition to an M.A. and M.Phil. in English; he received his undergraduate degree from New York University.

Register Now Pay by Check

Growing Deposits in a Competitive Banking Environment

Register Now

Deposits are increasingly important, but many banks are experiencing flat or negative deposit growth.

Financial institutions need to understand exactly what specific steps they must take with their best customer segments to build and retain those deposits.

Focus of this retail banking webinar includes:
– Specialist sales teams,
– Industry focus,
– Enhanced marketing packages,
– Changes in compensation,
– Industry best practices.

Presentation includes Deposit Growth Action Checklist with 10 steps that every institution needs to consider for a deposit growth strategy.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event recorded previously.

Dates of Event

Monday, August 13, 2018

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Charles Wendel
Founder/Owner
Financial Institutions Consulting

About the Speaker

Charles Wendel, the President of Financial Institutions Consulting (FIC), had extensive practical experience as a bank lender, relationship manager, and workout specialist before becoming a management consultant. Prior to founding FIC over 20 years ago, he was a Partner at Mercer Consulting and an Engagement Manager with McKinsey & Co., Inc.

Wendel has consulted to money center and regional banks, insurers, and diversified financial services companies, both in the U.S. and 15 other countries.

Wendel earned an M.B.A. in Finance and Marketing from Columbia University in addition to an M.A. and M.Phil. in English; he received his undergraduate degree from New York University.

Register Now Pay by Check

Growing Deposits in a Competitive Banking Environment

Register Now

Deposits are increasingly important, but many banks are experiencing flat or negative deposit growth.

Financial institutions need to understand exactly what specific steps they must take with their best customer segments to build and retain those deposits.

Focus of this retail banking webinar includes:
– Specialist sales teams,
– Industry focus,
– Enhanced marketing packages,
– Changes in compensation,
– Industry best practices.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event recorded previously.

Dates of Event

Wednesday, May 23, 2018

  • 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)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Charles Wendel
Founder/Owner
Financial Institutions Consulting

About the Speaker

Charles Wendel, the President of Financial Institutions Consulting (FIC), had extensive practical experience as a bank lender, relationship manager, and workout specialist before becoming a management consultant. Prior to founding FIC over 20 years ago, he was a Partner at Mercer Consulting and an Engagement Manager with McKinsey & Co., Inc.

Wendel has consulted to money center and regional banks, insurers, and diversified financial services companies, both in the U.S. and 15 other countries.

Wendel earned an M.B.A. in Finance and Marketing from Columbia University in addition to an M.A. and M.Phil. in English; he received his undergraduate degree from New York University.

Register Now Pay by Check

The NEW Regulation CC – What’s Changing and What’s Not

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On Wednesday, May 31, 2017, the Federal Reserve Board announced final amendments to the check collection and return provisions in Regulation CC (Availability of Funds and Collection of Checks) along with an additional proposed amendment to Regulation CC’s liability provisions.

During this important online compliance seminar, we will examine the impacts of Regulation CC holds on local items and exception holds to both the front- and back-office processing operations of a financial institution and how these changes will affect all institutions. In addition to learning about the new revisions from the Federal Reserve, attendees will also leave with a full understanding of appropriate holds for deposited items, what disclosure must be given to account holders and what constitutes an expeditious return, plus much more.

What Attendees Will Learn:

  • Changes and timelines to Regulation CC from the Federal Reserve Bank
  • What these changes mean for institutions and customers
  • Standards for proper holds for “local” items
  • Holds for items deposited in ATMs
  • Rules pertaining to proper holds for new accounts
  • Return timeframes associated with “local” items

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event previously recorded.

Date of Event

Wednesday, April 25, 2018

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Angie Smith, AAP, NCP
SVP – Professional Development
WesPay

Angie Smith

About the Speaker

Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations.

Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement.

Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

Register Now Manual Invoice

The NEW Regulation CC – What’s Changing and What’s Not

Register Now

On Wednesday, May 31, 2017, the Federal Reserve Board announced final amendments to the check collection and return provisions in Regulation CC (Availability of Funds and Collection of Checks) along with an additional proposed amendment to Regulation CC’s liability provisions.

During this important online compliance seminar, we will examine the impacts of Regulation CC holds on local items and exception holds to both the front- and back-office processing operations of a financial institution and how these changes will affect all institutions. In addition to learning about the new revisions from the Federal Reserve, attendees will also leave with a full understanding of appropriate holds for deposited items, what disclosure must be given to account holders and what constitutes an expeditious return, plus much more.

What Attendees Will Learn:

  • Changes and timelines to Regulation CC from the Federal Reserve Bank
  • What these changes mean for institutions and customers
  • Standards for proper holds for “local” items
  • Holds for items deposited in ATMs
  • Rules pertaining to proper holds for new accounts
  • Return timeframes associated with “local” items

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

NEW Date of Event

Friday, February 23, 2018

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Angie Smith, AAP, NCP

SVP – Professional Development – WesPay

Angie Smith

Register Now Manual Invoice

The NEW Regulation CC – What’s Changing and What’s Not

Register Now

On Wednesday, May 31, 2017, the Federal Reserve Board announced final amendments to the check collection and return provisions in Regulation CC (Availability of Funds and Collection of Checks) along with an additional proposed amendment to Regulation CC’s liability provisions.

During this important online compliance seminar, we will examine the impacts of Regulation CC holds on local items and exception holds to both the front- and back-office processing operations of a financial institution and how these changes will affect all institutions. In addition to learning about the new revisions from the Federal Reserve, attendees will also leave with a full understanding of appropriate holds for deposited items, what disclosure must be given to account holders and what constitutes an expeditious return, plus much more.

What Attendees Will Learn:

  • Changes and timelines to Regulation CC from the Federal Reserve Bank
  • What these changes mean for institutions and customers
  • Standards for proper holds for “local” items
  • Holds for items deposited in ATMs
  • Rules pertaining to proper holds for new accounts
  • Return timeframes associated with “local” items

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Tuesday, November 21, 2017

  • 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)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Angie Smith, AAP, NCP

SVP – Professional Development – WesPay

Angie Smith

Register Now Manual Invoice

NEW Regulation CC – What’s Changing and What Isn’t

Register Now

On Wednesday, May 31, 2017, the Federal Reserve Board announced final amendments to the check collection and return provisions in Regulation CC (Availability of Funds and Collection of Checks) along with an additional proposed amendment to Regulation CC’s liability provisions.

During this important online compliance seminar, we will examine the impacts of Regulation CC holds on local items and exception holds to both the front- and back-office processing operations of a financial institution and how these changes will affect all institutions. In addition to learning about the new revisions from the Federal Reserve, attendees will also leave with a full understanding of appropriate holds for deposited items, what disclosure must be given to account holders and what constitutes an expeditious return, plus much more.

What Attendees Will Learn:

  • Changes and timelines to Regulation CC from the Federal Reserve Bank
  • What these changes mean for institutions and customers
  • Standards for proper holds for “local” items
  • Holds for items deposited in ATMs
  • Rules pertaining to proper holds for new accounts
  • Return timeframes associated with “local” items

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Thursday, August 24, 2017

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Angie Smith, AAP, NCP

SVP – Professional Development – WesPay

Angie Smith

Register Now Manual Invoice