Financial Education as a Growth Strategy

March 31, 2026

Operations Managers & Supervisors

Live Webinar

DateMar 31, 2026Duration90 minutes

08:00 AM PDT09:00 AM MDT

10:00 AM CDT11:00 AM EDT

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Financial education is often seen as an extra or maybe a regulatory obligation, but for growth-focused institutions it can be a powerful business engine.

When done strategically, education drives new deposits and loans, increases product adoption, and deepens long-term relationships with consumers and businesses. Learn how to design programs that build trust, loyalty, and measurable bottom-line impact.

KEY WEBINAR TAKEAWAYS

Linking financial education initiatives to specific metrics: client growth, loan production, product penetration, wallet share, and retention
Education that sells without “selling”: how to naturally lead into conversations about savings, credit repair, first time auto loans, mortgages, credit cards, and more
Measuring ROI and telling your story: track attendance, conversion rates, product adoption, and the value of long-term relationship building to demonstrate impact to your board and regulators
Prioritizing workshops, webinars, one-on-one counseling, and digital content that aligns with your strategic plan and business goals

BONUS MATERIALS

Strategic financial education planning worksheet
Financial education program
Sample 12-month financial education calendar
Sample workshop and webinar evaluation form
Board/Leadership briefing one-pager

WEBINAR DETAILS

Financial education is often treated as a “nice to have” or a compliance requirement. In reality, it can be one of your most powerful engines for growth — driving deposits, loans, deeper relationships, and long-term loyalty. This 90-minute webinar is intended to reframe financial education from a cost center into a strategic growth platform. We will explore how to design, target, and measure education initiatives so they directly support your lending, deposit, and client growth goals.

WHO SHOULD ATTEND?

Executive leadership
Lenders
Marketing, business development and community outreach staff
Financial counselors and accountholder service managers

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.