Developing an Effective Deposit Pricing Process
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
June 27, 2008
2:00–3:15 p.m. Central Time
(3:00–4:15 p.m. EDT, 1:00–2:15 p.m. MDT, 12:00–1:15 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)
ABOUT THIS WEBINAR
Focus on three key aspects of an effective deposit pricing process: a best practices process, deposit math, and segmentation strategies. In this session, Tom Farin will discuss linking deposit pricing to the ALCO process, converting a reactive process into a proactive process, and the development of deposit pricing strategies at the sector level. He will introduce the use of benchmark rates and marginal cost as decision making tools as well as illustrate the value of tracking systems. Finally he will use examples out of the current rate environment to illustrate the use of segmentation strategies that allow credit unions to compete for rate sensitive members while controlling funding costs.
Through this webinar you will:
- Understand the key components of a best practices deposit pricing process and understand how to integrate deposit pricing into ALCO
- Explore how to use benchmark rates and marginal cost in making deposit pricing decisions
- Determine how to compete for rate sensitive funds and design deposit products aimed at specific member constituencies
WHO SHOULD ATTEND
This webinar is beneficial for financial management staff, accounting staff, management, or any other credit union staff who desire to learn more about financial management issues.
Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Thomas A. Farin
Thomas is the president of Farin and Associates, Inc., a firm best known for developing and marketing software, seminars, education, and consulting in financial institution asset-liability management. He is a widely-known financial industry lecturer and consultant. He has delivered national educational programs for financial institutions, including Credit Union National Association. He has served on the faculty of four major national financial institution schools including CUNA Management School, and has been a featured speaker at a number of regional programs sponsored by state and regional trade associations. Tom is the author of three separate books on financial institution asset-liability management and a popular asset-liability newsletter.
WEBINAR OVERVIEW
CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.
CANCELLATIONS
The last day for cancellations was June 19, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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