Key Issues Shaping Banking in 2025: Trends, Risks, and Opportunities

On Demand Course

Instructor: Neil Stanley

Duration: 1 HR

What You'll Learn

Attendees will gain an awareness of the banking environment in 2025 and receive links to data sources equipping them to continually monitor key economic variables into the future.

A decision-making framework will be offered to assess specific situations to determine if new initiatives could be advantageous now and in the future regarding funding, lending, and new technologies.

Some specific banking innovation ideas will be shared at a high level.

This high-level session is ideal to offer to board members and the entire executive team.

Learning Objectives

After attending this presentation, participants will be able to….

Define what their executive leadership and board must be mindful of as they guide and direct their financial institution through the many dynamics of changes in government, economic conditions, and technological capabilities.
Describe generally how high-performance leadership teams are expecting to address these dynamics.
Explain a process of addressing the short-term and long-term issues that will impact the safety and soundness of their financial institution.
Recognize key risks and opportunities as we may well see an increasing disparity in financial performance in the industry as high-performers increasingly take advantage of the rest of the industry.

Agenda

Assessing Environmental Dynamics
Economic realities and expectations
Regulatory initiatives
Technology evolution/revolution
Evaluating Expectations for Financial Institutions
Profit opportunities
Growth potential
Balancing risks
Anticipating Leadership Engagement
Growth mindset
Selecting the right initiatives
Maximizing engagement

Who Should Attend:

Banking and Credit Union Leaders
Board Members
C-Suite Executives
Anyone Aspiring to be C-Suite Executives

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