Two Part Series – Tuesday, November 23 & Tuesday, November 30, 2010

This two part series is an in-depth look at the use of more in-depth metrics of deposit valuation and how to use these measures to manage cost, increase franchise value, and create competitive advantages in offering deposit products in your market.

• Manage cost
• Increase franchise value
• Create competitive advantages

• How to apply Economic Valuation to deposit pricing and design
• How to assess core deposit duration
• Maximize economic and income values of core deposit
• How segmentation influences economic values on deposit types
• How to track price/demand relationships and track cannibalization from new offerings
• How to assess and back-test price/demand assumptions

FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

• Level: Intermediate
• Prerequisites: None
• Advance preparation: None
• Instructional Method: Live-Group
• Length: 100 Minutes
• CPE Info: 4 Credits in maximizing core deposits

For more information regarding administrative policies such as complaints or refunds, call 800-ASK-4FMS (800-275-4367).

Anyone at a community financial institution would benefit from this program, including:

• CEOs
• CFOs
• Retail Deposit Managers
• Treasurers

A widely known banking industry lecturer and consultant, Tom proactively pursued the development of the Financial Managers School and serves as its Program Coordinator. Tom is a frequent industry speaker and can be heard at a number of regional programs sponsored by a variety of trade associations. He is the author of three separate books on financial institution asset/liability management, as well as a popular asset/liability newsletter.