Mining for Gold: Turning Your Bank’s Data into Dollars


In the age of analytics and informed decision-making, financial institutions have a largely untapped source of internal data. Data that can be deployed to create dollars. Why aren’t more financial institution leaders using these resources to grow profitability and increase relational intensity? During this session, learn how to turn your financial institution’s data into a strategic competitive advantage in order to: (1) grow core accounts, (2) increase core deposits and (3) deepen relationships.

Who Should Attend: Senior Lenders, Loan Officers, Business Development

Learning Objectives

  • Explore specific strategies to improve your institution’s ROA and ROE
  • Understand methods to significantly increase core customer acquisition
  • Utilize data to understand the impact of customers on overall profitability


David Carlson
Senior Executive Vice President
David Carlson has partnered with financial institutions for more than 15 years, helping them significantly grow core deposits, loans and fee income. David serves on a five-person management team for Haberfeld and leads an internal group who focus on strategic business growth initiatives. He is a frequent speaker at industry conferences on topics such as new customer acquisition strategies, revenue enhancement, strategic planning and sales and marketing initiatives. David holds a bachelor of science degree in business from the University of Nebraska.

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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