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Strategic Directions for Banking Commercial, Small Business and Consumer Customers - Webinar

Strategic Directions for Banking Commercial, Small Business and Consumer Customers - Webinar

by Deb Rondeau -
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Center for Financial Training
Webinar - Live and Recorded Options Available

Strategic Directions for Banking Commercial, Small Business, and Consumer Customers

Tuesday, August 20, 2019
11:00 AM - 12:30 PM (Eastern Time)

 

CFT Webinars are purely educational. Instructors are not permitted to sell any products or services during the presentation.

Banks are facing significant pressures from changing customer expectations, new technologies, increased competition and changing needs for talent. The best strategic path and direction for successfully delivering banking services to commercial, small business and consumer customers is not clear for every institution.

During this presentation, Crowe experts will review the forces affecting banks and alternative strategic approaches for responding to these forces. Crowe will describe changes to technologies, processes, people roles, organization and management practices to more successfully deliver banking services to commercial, small business and consumer customers. Examples of what Crowe sees banks doing well will be shared.

What You Will Learn:

  • Describe the forces affecting banks
  • Explain the relative merits of several alternative strategic directions for delivering banking services
  • Identify important future aspects of delivering services to commercial, small business and consumer customers

Who Should Attend?:

CEOs, Chief Retail Officers, Chief Lending Officers, Chief Marketing Officers. Please forward email to appropriate person(s).

Instructor:

Timothy Reimink works with financial institutions nationwide to improve performance. With Crowe LLP since 2005, Tim has helped banks and credit unions streamline operational processes, enhance technology planning and usage, develop robust strategic plans, manage merger integrations and implement new systems. He is responsible for Crowe’s Benchmarking Database.

Bob Reggiannini has nearly 30 years of professional experience assisting financial service firms and community banks aligning organizations with emerging digital and mobile banking trends to drive growth. Bob has broad knowledge of financial services having worked as a senior executive for technology vendors and community banks. Bob has held several senior management positions with community banks. In these roles he was responsible for IT, digital and mobile banking, operations, loan servicing, call centers and project management offices. He has also lead site and location planning for in-store, branch banking and data center facilities..

What is a Webinar?:

A webinar combines the clarity of an audio teleconference with the interactivity and visual presentation of the internet. All you need to participate is a telephone and an internet connection. Even if you don't have an internet connection, you can still participate in the audio session. Listening to the program over the telephone and following the written materials is an effective alternative!

Unable to Attend?:

No problem. You can purchase a recording of the webinar for future use. You can choose from either an On-Demand Web Link (Good for 6 months from the webinar date, unlimited use) or a CD-ROM (includes a paper copy of the PowerPoint slides).

Viewing Options (all options include applicable handouts):

All options include applicable handouts. You can choose to pay by credit card or be billed. Additional Live Webinar connections are $75 each.

Option 1: Live Webinar and 7 Days OnDemand Video Playback - $265

Option 2: OnDemand Video (six months access) - $295

Option 3: Live and 6 Months of OnDemand Video - $365

Option 4: CD-ROM Video (Includes OnDemand Video) - $345

Option 5: Entire Package (all of the above) - $395

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Recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Questions?

Please contact Scott Briggs at
800-795-5242 X1180 or scott@cfteducation.org

 

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