Relationship Profitability: Unlocking the Value from the Institution’s Relationships

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Relationship management, relationship profitability, and relationship pricing are all key factors impacting the top and bottom line of an institution. In this webinar, finance experts will discuss practical strategies to better manage and analyze customer relationships, how to measure customer contributions to overall profitability, and strategies to enabling relationship managers to make informed decisions when pricing new business.

Who Should Attend: Relationship Manager, Portfolio Manager, Business Development Officer, Junior Loan Officer

Learning Objectives

  • Learn best practices to building and maintaining relationships
  • Understand how to empower relationship managers with insights into portfolios and what-if scenarios
  • Develop a framework for creating ideal structures aligning with the institutions goals and strategies

Speaker

Bryan Ridgway
Senior Solutions Engineer, Financial Institutions
Kaufman, Hall & Associates, LLC

Bryan Ridgway is a senior solutions engineer in the financial institutions practice of Kaufman Hall. His responsibilities include assisting financial institutions of varying sizes and complexity in the development of solutions to analyze and improve their financial performance, utilizing the Kaufman Hall Axiom Software Suite. Bryan has more than 20 years of experience in financial risk and performance management for the banking industry. 

Brad Brockman
Senior Solutions Engineer, Financial Institutions
Kaufman, Hall & Associates, LLC

Brad Brockman is a senior solutions engineer in the financial institutions practice of Kaufman Hall. His responsibilities include assisting financial institutions of varying sizes and complexity in the development of solutions to analyze and improve their financial performance, utilizing the Kaufman Hall Axiom Software Suite. Brad has more than 20 years of experience in performance management and analytical solutions for the banking industry.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.

Register

Click here to register online