Three Midyear Trends Financial Institutions Can Take to the Bank

IT, Technology, & Operations

The world outside the windows of most banking executives continues to be a challenging place. Just 12 years ago, there was no such thing as the smartphone as it’s known today; now only four percent of Americans have only a smartphone with almost half having at least four devices. While there are many things afoot to keep track of, this webinar will focus on areas where action in response to trends will drop value to a financial institution’s bottom line. Case studies and pragmatic, profitable steps to achieve positive impacts will be provided, along with the opportunity to ask questions of the presenter.

Who Should Attend: Chief Digital Strategy Officer, Chief Technology Officer, Technology Product Manager, E-Channel Manager, Risk Officer

Learning Objectives

  • Explore new options for addressing vendor errors
  • Reach for low hanging fruit in automation
  • Leverage digital to disrupt


Michael Carter
Executive Vice President
Michael Carter has more than 15 years of executive technology leadership ranging from early-stage start-ups to international organizations, with a career in financial services stretching over 25 years. He was the CMO for the S1 Corporation and served in several management roles at ACI Worldwide. As an executive vice president at SRM, he serves as a subject matter expert on digital banking strategies and trends. Michael has been featured as a speaker at Finovate, NetFinance, NetFinance Interactive, CBA Live and Future Digital Finance.  He is regularly quoted in the media regarding trends in payments, mobile wallets, consumer experience, digital banking strategies, millennials, data analytics, P2P payments, bill pay, and banking as a platform. Michael also contributes content as a guest writer in industry publications and as a featured guest on podcasts. 

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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