Customer Expectations, Elevating Capability, Strategic Solutions: Banks Adapting in a Changing Landscape

IT, Technology, & Operations

Whether you are new to banking or a grizzled veteran, learn how to expand your business and income by building strategic solutions and relationships. Join this webinar to learn about private debt funds and how they’re leveraged by banks as an alternative funding platform and springboard into commercial and multifamily bridge lending. Learn about utilizing practical solutions to navigate the customer expectations, elevate your institutions capability in servicing, funding and customer retention.

Who Should Attend: Credit & Lending Professionals, IT Manager, Information Technology Officer

Learning Objectives

  • Retain and develop deeper customer relationships
  • Leveraging and building strategic relationships to gain a competitive edge
  • Generating fee income &  expand product offerings


Don Pelgrim
Wilshire Finance Partners
Don is the owner, director and the CEO of Wilshire Finance Partners, and the manager of the WFP Income Fund, WFP Income REIT, and WFP Opportunity Fund. He is also an attorney and has been a chief-level executive officer in the banking and financial services industry.

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


Click here to register online