Funding Costs are on the Rise: Don’t React, Take Charge Now

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A perfect storm is brewing. Rates are on the rise for the first time in 12 years, liquidity pressures are mounting, the yield curve has flattened, and regulators are taking notice; so should bankers. In this webinar, learn how to leverage customer-level data intelligence to develop balance sheet strategy ideas. The concepts discussed will help manage rising funding costs by lowering deposit cannibalization, understanding the marginal cost of funds for deposit promotions, developing early warning systems for “at risk” customers, and pinpointing pricing actions to retain key accounts. Through real-life case studies, see how to harness the power of customer information to understand the impact cannibalization can have on new product promotions.

Who should attend: Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Balance Sheet Strategy Analyst, Asset Liability Management Analyst

Learning Objectives

  • Develop cost-effective strategies to increase customer wallet share
  • Utilize marginal cost of funds analysis to help develop cost-effective campaigns
  • Develop an early warning system to reduce deposit attrition
  • Recognize cannibalization and garner insights for pricing decisions and new product development

Speaker

Billy Guthrie
Deposit Consultant
Darling Consulting Group

Billy Guthrie is a deposit consultant at Darling Consulting Group, working directly with financial institution executives to validate and better understand key deposit assumptions utilized in risk models. In addition to supporting core deposit study analyses, he also educates DCG’s client base on utilizing data analytics to support strategic deposit decisions through Deposits360°, DCG’s proprietary tool. Billy began his career with DCG in 2008 as a financial analyst. He is a graduate of the University of New Hampshire with a degree in finance and management.

Joe Kennerson
Managing Director
Darling Consulting Group

Joe Kennerson is a managing director at Darling Consulting Group, working directly with financial institution executives to improve the effectiveness of their asset liability management (ALM) process. In this capacity, Joe provides tailored solutions for managing interest rate risk, liquidity risk and capital. Joe is also expert in the overall balance sheet management process, including risk model design and implementation, regulatory compliance and executive-level education. He is a frequent speaker and author on a variety of ALM topics.

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 website:www.nasbaregistry.org.

Register

Click here to register online