CBA Associate Member Programs 7/31/24

MeridianLink Presents: Strategic Deposit Acquisition in a Competitive Market

August 6, 2024 | 2:00 p.m.

• Reduce friction in digital account opening to max out conversion rates
• Utilize customer data for precision targeting and deposit growth 
• Implement seamless digital onboarding for enhanced customer experience
• Manage interest rate risk to optimize deposit acquisition 
• Create personalized marketing campaigns to boost customer engagement

Learn more. 

MeridianLink Presents: Strategic Deposit Acquisition in a Competitive Market

August 6, 2024 | 2:00 p.m.

This presentation is perfect for C-Suite bankers, sales and marketing leaders.  The program will cover:

• • Common reasons bank employees fail to send in leads for the bank;
  • Common issues with current referral software given to bank employees; and
  • How to overcome these challenges and get your employees sending in leads for the bank.

Link to participate or email William Stabler for more information.

MeridianLink Presents: Strategic Deposit Acquisition in a Competitive Market

August 6, 2024 | 2:00 p.m.

Seattle Specialty will share information on how to automatically place insurance coverage on a property or collateral. The self-service platform is designed for specialty servicers with in-house insurance tracking that need insurance placement for mortgage loans, including REO properties. Learn more.

Travillian & Newcleus Present: NEXT Forum

September 8-9, 2024 • Borgata Hotel Casino & Spa, Atlantic City, NJ

Attention C-Suite Bankers:  Travillian & Newcleus invite you to attend NEXT Forum for two complimentary days of education, entertainment and events centered around the latest in financial strategies, innovative solutions for driving growth, and effective methods for hiring and retaining top talent. Learn more. 

Stifel & ICBA Securities Present:  Balance Sheet Academy for Community Banks October 28-29, 2024 | The Peabody Hotel, Memphis

The in-person seminar is structured for more experienced investment managers, particularly those who have attended Bond Academy. It incorporates balance sheet strategies into the day-to-day management of an institution's investment portfolio, wholesale funding and interest rate risk management. Bank personnel with an intermediate level of understanding of investments who are integral to the investment and balance sheet management process will benefit the most from this advanced course. New directors serving on the investment or asset-liability committee will also find this course beneficial. Learn more.