Deposit Management in the C-Suite
About This Course
Deposit management is no longer just a retail banking function—it is now a C‑suite imperative. Liquidity pressure, cost of funds, and regulatory focus have elevated deposits to the top of the agenda for CEOs, CFOs, and other executive leaders. In today’s environment, institutions must move beyond promotional pricing and balance-chasing toward strategic deposit stewardship aligned with enterprise-level goals.
Topics covered in this session
- The executive lens on deposit strategy
- Key metrics and models for boardroom reporting
- The rising strategic value of deposit analytics and negotiation frameworks
- How to lead deposit strategy as an enterprise-wide discipline
Who Should Attend
- CEOs, CFOs, and COOs at community banks and credit unions
- Retail banking and deposit executives who report directly to the C‑suite
- ALCO and board members responsible for liquidity and earnings stability
- Strategy, finance, and risk professionals preparing for enterprise leadership
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Your Instructor
Neil Stanley is the Founder and CEO of The CorePoint.
Neil founded The CorePoint in 2010 with a mission of revitalizing pricing strategies for retail deposits. The company provides clients across the country with enhanced ways of profiting through attracting and retaining properly priced retail deposits. He has been granted two U.S. Patents for business processes which unleash value in time deposits including the patent on Redeemable CD®.
He has facilitated the High-Performance Idea Exchange for the Sheshunoff CEO Affiliation Peer Groups since 2021. Neil has taught at Graduate School of Banking in Colorado; Southwest Graduate School of Banking; and Graduate School of Banking - Madison. Neil has published numerous banking industry articles and participated in many banking podcasts and webinars. Neil is the Keynote speaker for the 2025 Retail Deposit Optimization and Strategic Management conference.
With 30 years as a bank executive with three high-performance family-owned banking groups, Neil has held a spectrum of roles in banks including Holding Company VP, Chief Liquidity and Investment Officer, Chief Credit Officer, President of Community Banking, and CEO.
Neil has served as a director for several banking and financial organizations. He also serves on the board of Pillar Seminary.
This course is covered under team memberships.
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