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[FREE] Doing Great by Doing Good: Boost Deposits and Revenue Through Your Community Impact Programs

[FREE] Doing Great by Doing Good: Boost Deposits and Revenue Through Your Community Impact Programs

(Rec: 9/14/23) Join us for an exclusive webinar that's all about turning banking into a force for good and boosting engagement and revenue along the way. Spiral will reveal the secrets of new products and services that are driving positive change and growth for financial institutions.

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Webinar Description

Recorded: September 14th, 2023 1:00PM - 2:00PM
Presenters: Tom Ferries, Shawn Melamed, Jim Vasquezi, and Tori Callahan
 

Have you identified ways to drive deposits and revenue for your institution through your community impact programs? You might be missing out on an innovative opportunity to amplify your community impact and boost your bottom line.

Join us for an exclusive webinar that's all about turning banking into a force for good and boosting engagement and revenue along the way. As part of this panel discussion, hosted by CBANC's CEO, Tom Ferries, the leadership team from Spiral will reveal the secrets of new products and services that are driving positive change and growth for financial institutions.

What you’ll learn:

  • How financial institutions are making an impact while boosting their bottom line
  • Game-changing banking products and services that redefine the norm
  • How to turn community and environmental impact into business success
  • The art of impact-driven banking and how it attracts new audiences and fuels loyalty

 

Shawn Melamed - CEO, Spiral

Shawn is a visionary entrepreneur and investor: CEO of Spiral and an investor in Upwage, both dedicated to revolutionizing financial services for a better world. He led two successful company acquisitions and was a Managing Director at Morgan Stanley.

 

Jim Vasquezi - CRO, Spiral

Jim is a banking and fintech leader and CRO of Spiral. His passion for the critical role financial institutions play in their communities has been a driving force throughout his career. With 20+ years of leadership experience, Jim has a track record of building high-performing sales and account management teams in companies like Fiserv, NCR, Finastra, Curinos, and Feedzai. 

 

Tori Callahan - VP Giving & Nonprofits, Spiral

Tori is a mission-driven leader driving company success via impactful partnerships and socially responsible programs. As a leader at Classy.org, she helped to fuel its growth to a $1B valuation, B Corp status, and GoFundMe acquisition. Now, As Spiral’s VP of Giving and Nonprofits, Tori grows and oversees a 650+ nonprofit partner network, leveraging technology for nonprofit empowerment and overseeing an innovative impact measurement system.

 

Intended Audience:

  • Community banks
  • Credit unions
  • Online banks

 

Make sure to bring your list of questions for the popular Q&A at the end of the webinar!

Ready to dive in? RSVP now to reserve your spot!

See you there!

 
 
 

Your registration includes:

  • A copy of the presentation materials
  • Unlimited video replay for 1 year
  • Certificate for Continuing Education upon completion of the course
  • 1.0 CPE credit

To receive CPE Credits:

Each attendee must be registered on the paid event registration and attend a full 50 minutes for each CPE credit hour. Each attendee is also required to answer the live polling questions to confirm participation. 

CPE Information:

  • Prerequisites: N/A
  • Advanced Preparations: N/A
  • Course Level: Basic
  • Group Internet-Based Training

CBANC Network 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

 

Refund Policy:

If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.

 

CBANC Complaint Policy:

The goal of CBANC Education is to provide quality educational content and excellent service to our users.  If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.

Curriculum1 Hour

  • On-Demand Recording
  • [LIVE_CLOSED] Doing Great by Doing Good: Boost Deposits and Revenue Through Your Community Impact Programs

Webinar Description

Recorded: September 14th, 2023 1:00PM - 2:00PM
Presenters: Tom Ferries, Shawn Melamed, Jim Vasquezi, and Tori Callahan
 

Have you identified ways to drive deposits and revenue for your institution through your community impact programs? You might be missing out on an innovative opportunity to amplify your community impact and boost your bottom line.

Join us for an exclusive webinar that's all about turning banking into a force for good and boosting engagement and revenue along the way. As part of this panel discussion, hosted by CBANC's CEO, Tom Ferries, the leadership team from Spiral will reveal the secrets of new products and services that are driving positive change and growth for financial institutions.

What you’ll learn:

  • How financial institutions are making an impact while boosting their bottom line
  • Game-changing banking products and services that redefine the norm
  • How to turn community and environmental impact into business success
  • The art of impact-driven banking and how it attracts new audiences and fuels loyalty

 

Shawn Melamed - CEO, Spiral

Shawn is a visionary entrepreneur and investor: CEO of Spiral and an investor in Upwage, both dedicated to revolutionizing financial services for a better world. He led two successful company acquisitions and was a Managing Director at Morgan Stanley.

 

Jim Vasquezi - CRO, Spiral

Jim is a banking and fintech leader and CRO of Spiral. His passion for the critical role financial institutions play in their communities has been a driving force throughout his career. With 20+ years of leadership experience, Jim has a track record of building high-performing sales and account management teams in companies like Fiserv, NCR, Finastra, Curinos, and Feedzai. 

 

Tori Callahan - VP Giving & Nonprofits, Spiral

Tori is a mission-driven leader driving company success via impactful partnerships and socially responsible programs. As a leader at Classy.org, she helped to fuel its growth to a $1B valuation, B Corp status, and GoFundMe acquisition. Now, As Spiral’s VP of Giving and Nonprofits, Tori grows and oversees a 650+ nonprofit partner network, leveraging technology for nonprofit empowerment and overseeing an innovative impact measurement system.

 

Intended Audience:

  • Community banks
  • Credit unions
  • Online banks

 

Make sure to bring your list of questions for the popular Q&A at the end of the webinar!

Ready to dive in? RSVP now to reserve your spot!

See you there!

 
 
 

Your registration includes:

  • A copy of the presentation materials
  • Unlimited video replay for 1 year
  • Certificate for Continuing Education upon completion of the course
  • 1.0 CPE credit

To receive CPE Credits:

Each attendee must be registered on the paid event registration and attend a full 50 minutes for each CPE credit hour. Each attendee is also required to answer the live polling questions to confirm participation. 

CPE Information:

  • Prerequisites: N/A
  • Advanced Preparations: N/A
  • Course Level: Basic
  • Group Internet-Based Training

CBANC Network 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

 

Refund Policy:

If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.

 

CBANC Complaint Policy:

The goal of CBANC Education is to provide quality educational content and excellent service to our users.  If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.

Curriculum1 Hour

  • On-Demand Recording
  • [LIVE_CLOSED] Doing Great by Doing Good: Boost Deposits and Revenue Through Your Community Impact Programs