Webinar

Best Practices in Retaining, Attracting & Pricing Deposits
This webinar provides techniques you can implement now to retain, attract, price and sell deposits to ensure they remain at your institution.

In today’s environment, many banks continue to be flush with deposits. However, as the stock market continues to reach new highs and the inevitability of higher interest rates persist, bankers need to have strategies in place to retain and attract deposits in 2015. This webinar will discuss strategies on how to retain, attract and price your deposits to ensure they remain at your institution. Karl will start with a pricing model that makes sense in today’s world — one that can decrease your cost of funds without interfering with those best customers and their needs. Neil will then describe how pricing can be refined and integrated into selling strategies ranging from simple to complex, defensive to offensive and common to cutting edge.

Why Attend?
You will discover techniques that you can implement immediately to improve profitability and retain your best customers and accounts. You will also become aware of the competitive threats that you will need to address as the competition for funding evolves.

Highlights

  • Retaining and attracting deposits
  • Strategies on pricing deposits
  • Decrease costs without interfering with your best customers
  • Integrate pricing strategies into selling strategies
  • Improve profitability and retain customers
  • Identify competitive threats

Audience

CFOs, Senior Management, Branch Managers and Marketing Officers.

Speakers

Karl Nelson is President and CEO of KPN Consulting, an organization engaged in the ALCO, Funding and Liquidity arena. His career has included senior positions with Silverton Bank, IDC Deposits and Promontory Interfinancial Network. Karl also served as an SVP with the Federal Home Loan Bank, managing the sales and marketing, strategic planning and trade association/regulatory outreach and served on the bank’s ALCO. Prior to joining the Home Loan Bank, he was involved for 18 years with various regional banks.

 

Neil Stanley is CEO and founder of Bank Performance Strategies. His company helps client banks attract properly-priced, longer-term core retail deposits. Neil was a bank executive for over 22 years with what became the largest privately held banking organization in the country – First National of Nebraska / Lauritzen Corporation where he served as Chief Investment and Liquidity Officer and Vice President in general administration and supervision of community banks. Neil also taught in the Economics department at Iowa State University.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 CE Credits.

Pricing

Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00

Registration

Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

ConferenceEdge
1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

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