Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Thursday, May 30, 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)


Our industry is undergoing significant transitions as we leave behind the ultra-low interest rates that we have lived with since the Great Recession.  The Fed’s dual mandate demands that they address inflation with overnight interest rates and reversal of quantitative tightening which was an experiment in the Great Recession and was pursued robustly in the Pandemic.  Now the Fed must give as much weight to inflation as they have to unemployment in recent history. 

Given this context, the industry was positioned with few term deposits and greater vulnerability to money migration than any time in the past.  The industry entered 2022 with an abundance of deposits relative to loan demand.  As market rates of interest have risen bankers have been forced to decide how to structure and price deposits as deposit holders are coming to the realization that their deposits once again have a material earnings proposition.

Many depositors are awakening to the opportunities.  High performance bankers let sleepers sleep and simultaneously efficiently and effectively deal with the curious and those actively seeking. 

Topics include:

  • Assessing the Interest Rate Environment and Competitive Landscape
  • Measuring and Interpreting Deposit Pricing and Sales Results
  • Enhanced Techniques in Attracting and Retaining Properly Priced Deposits

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