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Learn to drive greater financial value and shake up your branch-centric delivery channel perspectives during FMS’ upcoming webinar, Evaluate Return on Your Delivery Channels.
The shift in how your customers are using your institution’s delivery channels is one the most significant strategic challenges financial institution executives will face over the next decade. While the evolution is inevitable, most banks and credit unions often struggle with outdated and flawed frameworks for managing this shift.
Struggle no more! This informative presentation will help you embrace a more integrated view of delivery channel performance management within your institution. You’ll learn how implementation of a multi-dimensional return on channel framework can help you evaluate each channel according to sales, costs and retention which is key to more effectively managing performance.
The unique agenda of this program will provide you with:
- A greater understanding of return on channel based on each delivery point’s contributions to sales, retention and costs
- Which levers can be used to enhance returns while effectively managing delivery
- A practical glimpse into a sample model
- An overview of current channel evaluation methods and why they are breaking
- Trends in current channel investment levels and implications
- What questions must be answered to manage delivery
- Insights on how to allocate sales and retention value in a multi-channel environment
- Insights in establishing both financial and management accountability for driving results
Senior Director, Cornerstone Advisors
Jim Burson brings a deep knowledge of the financial services industry as well as a wide range of executive management and business planning experience to Cornerstone Advisors.
Prior to Cornerstone, Jim served as executive vice president and chief revenue officer of a large, regional bank. Earlier in his career, he was principal and co-leader of the banking practice at a management and technology consulting firm. He also helped lead a consulting firm focused on channel strategy, sales management and customer analytics. Jim started his career as a commercial banker in Chicago.
He is a contributing author for GonzoBanker, Cornerstone’s blog, and other industry trade publications.
Partner, Cornerstone Advisors
As a co-founder of Cornerstone Advisors, Steve Williams heads up the firm’s Strategic Solutions practice and is actively involved in many of Cornerstone’s Technology Planning and Performance Improvement engagements. Steve has assisted hundreds of banks and credit unions in their efforts to become highly efficient, top performing financial institutions. An experienced private banker with a commercial and consumer credit background, Steve’s more than 25 years of experience in the financial services and consulting industries have provided him a deep working knowledge of bank operations and delivery systems, particularly in lending processes. He is an experienced facilitator for management retreats and board planning sessions and is in great demand as a speaker at industry conferences and seminars.
Steve is among the authors of The Cornerstone Performance Report, an annual benchmarking study for mid-size banks and credit unions. He writes regularly for GonzoBanker, Cornerstone’s blog, and has been published in numerous industry periodicals, including American Banker, Bank Director, BAI Banking Strategies, and CU Management.
Steve served as a faculty member at the American Bankers Association Stonier Graduate School of Banking and the Management Institute of the Credit Union Executives Society. He taught at the National School of Banking in Fairfield, Conn., and the CUES School of Product and Channel Management.
Steve holds a Master of Business Administration Degree in Finance summa cum laude from Arizona State University in Tempe, Ariz., and a Bachelor of Science Degree in Business Journalism from Northern Arizona University in Flagstaff, Arizona.
Registration to the live session includes:
- One online connection
- CPE credit for registrant
- Permission to reproduce the handouts and other written material for additional attendees at your
Only registered attendees of the live session can obtain
CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program
they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date.
Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live
|| Earn up to 1.5 hours of CPE
- Level: Basic
- Prerequisites: None
- Advance preparation: None
- Field of Study: Management Services
- Instructional Method: Group Internet Based
- Length: 75 minutes
For more information regarding administrative policies such
as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of
State Boards of Accountancy 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.
Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue,
North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
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