The Opportunity for Capturing Deposits and Growing Savings at Tax Time

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For many customers, a tax refund represents the single largest transaction of the year and their best opportunity to make significant progress toward financial goals. Yet most banks let this moment pass by without making offers to help customers take advantage of the refund windfall. In this webinar, attendees will learn more about the role tax refunds play in customers’ lives and explore innovative concepts to help them leverage the moment to build savings. Learn how your financial institution can be a vehicle for greater financial security at the most opportune moment in a customer’s financial year.

Who Should Attend: Chief Banking Officer, Branch Manager, Sales Managers, Retail & Product Managers, New Accounts Managers

Learning Objectives

  • Understand the tax refund opportunity for banks and customers
  • Learn about successful efforts to promote tax time saving
  • Explore opportunities to use proven behavioral strategies to capture deposits and encourage customers to build savings at tax time

Speaker

Mariele McGlazer
Senior Innovation Manager
Commonwealth
Mariele focuses on expanding the reach and impact of successful product, service, and public policy innovations. Prior to joining Commonwealth, Mariele worked as a counselor at Philadelphia’s Financial Empowerment Centers, where she provided free one-on-one financial coaching and advocacy to low- and moderate-income consumers. Previously she served as an AmeriCorps VISTA member, coordinating a volunteer program for adult learners at the Mayor’s Commission on Literacy in Philadelphia. Mariele earned a Bachelor of Arts with honors in International Development Studies and Urban Geography from McGill University.

 

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