Funding Your FI in the New Age – Keys to Your Funding Options

Finance & Accounting

This session will provide best practices to manage funding costs and risk management needs while providing the framework to better leverage core deposits. In this session, attendees will address how “big bank” liquidity rules impact deposit markets and access the role and strategy of various funding sectors. Join this webinar to grasp a deeper understanding of liquidity rules and learn how your institution can benefit from having a clear understanding of this framework.  

Who Should Attend: Credit Analyst, Chief Credit Officer, Chief Risk Officer, VP of Accounting, Chief Financial Officer

Learning Objectives

  • Discover how to manage the pressure on deposits due to large bank liquidity rules with the increased pressure on maintaining and growing core funding for community financial institutions.
  • Learn some best practices to managing funding costs
  • Understand the framework to better leverage core deposits


Steve Kinner
Senior Managing Director
Promontory Interfinancial Network
Steve Kinner is the senior managing director at Promontory Interfinancial Network who is responsible for directing sales. He has more than 27 years of banking industry experience. Formerly, Mr. Kinner was senior vice president of sales and marketing at Federal Home Loan Bank of Des Moines. Prior to that, Mr. Kinner was the president, financial services division at Oswald Financial, LLC. Earlier in his career, he was managing director / senior vice president, asset management at KeyCorp. Mr. Kinner earned an MBA from Baldwin Wallace College and a BS from the University of Wyoming. Mr. Kinner joined Promontory Interfinancial Network in 2002.


Glenn Martin
Managing Director
Promontory Interfinancial Network, LLC
Glenn Martin is a Managing Director of Sales for Promontory Interfinancial Network, LLC. Glenn’s primary roles are the development and management of a sales team in Promontory’s western region. Prior to joining Promontory in 2006, Glenn was a Sales and Relationship Manager for 16 years in the trust and wealth management business. He received a bachelor’s degree from the University of Kansas in 1989. He currently lives in Denver, Colorado with his wife Kelli and three children, Alex, Bryce and Tessa.



Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


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