WEBINAR: Understanding & Using Customer Profitability-Both

WEBINAR: Understanding & Using Customer Profitability-Both

December 11 - 12, 2018

2:00 - 4:00 PM EDT
Understanding and Using Customer Profitability - Both

To stay competitive in the financial services industry, customers (or clients) must be at the center of everything. With access to so much information about clients’ accounts, balances and transactions most financial institution's lack an understanding of the value each client brings to the financial institution.

Understanding and segmenting clients has never been more important due to the high concentration of client profitability. To illustrate the importance, it had been found that over 180% of the organization’s profit comes from the top 20% of their clients, and that the bottom 70% of clients are unprofitable!

In the two-part webinar series, explore customer profitability deeper. On December 11th, 2018 the focus will cover:
  • What drives customer profitability
  • Key business rules needed to determine customer profitability
  • Implementation challenges

On Wednesday, December 12, the webinar will focus cover:
  • Aspects of an effective customer profitability system
  • Key uses for customer profitability data


Brad Dahlman
Product Manager - Financial Performance Suite (FPS)

Brad Dahlman is responsible for product management, implementation, and support of profitability and pricing solutions within Profitstars. This includes branch, product, customer profitability, and loan and deposit pricing. In this role, he has broad responsibility for product direction, implementation, consulting, and support.

He has 20 years of experience in mid-sized financial institutions; working in finance, audit operations, and technology. His last three positions prior to joining Profitstars were SVP-Operations and Technology positions at mid-sized community banks in the Minneapolis/St Paul area.

Brad was a founder of the Relationship Profitability Management (RPM) product, which Profitstars purchased in 2005. Since joining Profitstars that year, his role has expanded to include all profitability and pricing solutions. He has personally been involved with the installation of these products at over 100 institutions.

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 location

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 event.

Credit Hours

Earn up to 5 hours of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Accounting
  • Instructional Method: Group Internet Based
  • Length: 60 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.

Registration Rate
Members and Non-members sign in or create an account below to register.

Staff/Co-Worker: $395
Non-members: $395

Register Now

12/11/2018 2:00 PM - 12/12/2018 4:00 PM
United States

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