Win CFO Support for Your Deposit Strategy
About This Course
No deposit strategy can succeed without the endorsement—and understanding—of your CFO. Whether you’re proposing rate changes, product innovation, or investment in relationship-based pricing, your strategy must withstand financial scrutiny and align with the broader performance objectives of the bank or credit union.
Topics covered in this session
- How CFOs evaluate deposit strategies
- Articulating the value of strategic pricing over “market matching”
- Creating alignment between treasury, retail, and executive priorities
- Tools to frame deposits as an asset—not just a liability
Who Should Attend
- Retail and deposit product leaders
- Marketing and strategy executives
- CFOs and finance team members open to strategic collaboration
- ALCO participants and board members seeking a more integrated performance strategy
*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.
See Team Memberships