Executive Utilization of AI in Community Banks

On Demand Course

Instructor: Neil Stanley

Duration: 1 HR

What You'll Learn

AI is not a future issue. It is already influencing how customers think, how employees work, and how institutions compete. Community banks are operating in an environment where AI adoption outside the bank may move faster than adoption inside the bank making executive understanding more important than ever. The institutions that benefit most from AI will not be those that chase hype. They will be the ones that learn how to apply AI thoughtfully: improving clarity, accelerating insight, strengthening responsiveness, and preserving the human judgment that remains central to banking leadership. This course will help leaders move beyond curiosity and toward practical application, with a clearer view of where AI can create value now and where discipline and oversight are essential.

Topics covered in this course

Using AI to enhance—not replace—banker judgment
Executive applications in research, writing, summarization, and planning
Practical alignment of AI and human expertise
Governance, risk, ethics, and trust in AI-assisted workflows
How AI is changing customer expectations and competitive dynamics
Strategic use cases for communication, analysis, and decision support
Why community banks must understand not only internal AI use, but external AI adoption by customers, prospects, and competitors
Steps leaders can take now to build confidence and momentum with AI

Who Should Attend

CEOs and Presidents seeking a practical framework for executive AI utilization
CFOs and senior finance leaders looking to improve analysis, planning, and communication
Chief Risk Officers, Compliance Officers, and CCOs evaluating governance and oversight considerations
Chief Lending Officers and business line leaders exploring AI-supported decision processes
Retail, deposit, and marketing leaders assessing AI’s impact on customer behavior and competitive positioning
Chief Technology and Innovation Officers helping shape AI direction across the institution
Board Members seeking clarity on the leadership implications of AI adoption
Senior managers responsible for organizational effectiveness, talent, and strategic execution

* This course does NOT qualify, nor meet the National Standard for NASBA accreditation.

About the Author:

Neil Stanley

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.

On-Demand Course