9 Class Hours
Instructor: David L. Peterson
Why this course is important:
This course challenges participants to think beyond traditional banking roles and consider how technology will shape the future of their institutions. As the industry evolves, executives must be prepared to make informed, strategic decisions about technology that align with long-term goals. Through dynamic discussions and real-world insights, this course will prepare you to critically evaluate technology choices, ask the right questions and lead innovation within your financial institution.
Key takeaways of this course:
- Align Digital Strategy with Evolving Customer Expectations and Core Capabilities – Understand how shifting demographics and outdated core systems can impact your institution’s ability to deliver a digital-first experience.
- Elevate the Customer Experience Through Virtual Engagement – Explore how digital tools and virtual branches can thrill customers and differentiate your FI in a competitive landscape.
- Strengthen Business Banking, Lending, and Security to Stay Competitive – Evaluate technology solutions that support lending, defend against non-bank competitors and safeguard customer data.
- Navigate the Evolving Payments Landscape – Gain strategic insight into real-time payments, FedNow and how your FI can lead in faster, smarter payment solutions.
- Leverage AI and Drive Smarter Technology Decisions – Learn frameworks for adopting AI, assessing tech investments and fostering a culture of innovation across your institution.
Annual School Session
First Year Elective Course
Competency: Innovation & Engagement