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Live Webinar – September 23rd 2014, 12:00-1:00 PM EDT
Offered by ASPE (REP 2161) 1 Category A PDU – Free PDU
Note: Although ASPE is an REP presentations may have to be recorded as a Cat C PDU Event – Contact Traci Lester Marketing Specialist at ASPE for more information

The Banking Industry has been in turmoil for five years because of the financial crisis and has suffered a historic loss of confidence from the American public. The industry is at a crossroads. Who will survive and how?

Adapt or die. Bankers have been talking about regulatory burdens, new technology, and non-bank competitors for years. Now it is clear that there must be a change in banking’s most significant investments: the branch and its retail sales force.

This web seminar will explore the physical attributes of branches along with the people issues.

Grant Yarber (LinkedIn profile) will explore what changes you can make to not only lower costs, but improve customer service within your branches.

This will include some time spent on the use of Universal Bankers, when it is useful and when the traditional banking model still works. Lastly, we will share our vision of what it is going to take to be successful in retail banking over the next decade.

We will discuss:

  • Branch/Retail Workflow
  • Branch Architecture: new options and reconfiguring existing stores
  • Staffing Models: leveraging technology and architecture
  • Successfully Transitioning to New Models
  • New Skill Requirements and Training

Learn what your bank can do to position itself to not just survive, but to thrive the next decade.

PDU Category C (PMBOK 5) documentation details:
Process Groups: Planning, Monitoring & Controlling
Knowledge Areas: 5 – Scope

  • 5.2 Collect Requirements
  • 5.5 Validate Scope
  • 11.2 Identify Risks
  • 11.5 Plan Risk Responses

As a Category C ‘Self Directed Learning Activity’ remember to document your learning experience and its relationship to project management for your ‘PDU Audit Trail Folder’

Click to register for The Evolution of Banking: What Banks Must Do to Survive the Next Ten Years