Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Tuesday, June 18, 2024

  • 12:00 – 1:30 pm (Eastern Time)

  • 11:00 – 12:30 pm (Central Time)

  • 10:00 – 11:30 am (Mountain Time)

  • 9:00 – 10:30 am (Pacific Time)


Banks' deposit negotiation skills have atrophied during the past 15 years. Now, rates and competition apply pressure on bank staff through depositors who are visiting branches looking for high yields and short commitments. Managers too are under intense pressure, often spending their days on the phone or at the desks of front-line staff seeking exception pricing. 

Are banks trapped between customers and rising cost of funds, or can they chart a path to satisfy both? Join us in learning how institutions across the country are mastering the negotiation and product tactics that retain and grow deposit relationships while providing banks funding at both the right volume and price point.  

Topics include:

  • Understanding the market potential of non-interest-bearing and low-rate deposits
  • Observations about the threats to conventional banking paradigms - given the expected level and potential volatility of interest rates
  • Why depositors would choose certain CDs over others, just as they choose U.S. Treasuries over bank CDs 
  • How can education on deposit products alleviate rate-shopping conversations
  • How are institutions using technology to remain closer to depositors
  • What product pairings are institutions using to retain and grow funding

Who Should Attend?

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


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®


1.0 CPE Credits & 1.2 AAP Credits