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Audio Conference Series:

BACK BY POPULAR DEMAND!

Pricing and Marketing for Remote Deposit Capture

Order Online:
CD only:	$299.00

Date:	Wednesday, May 28, 2008
Time:	1:00 PM – 2:30 PM ET*
Featured Speakers:	Anne J. Cheatham and Scott Gupton
Duration:	90 Minutes
Location:	Your office or conference room
Prerequisites:	None
*Time reflects Daylight Saving Time If your area does NOT observe Daylight Saving Time, the time will be one hour earlier.

About This Conference:

Once considered a revolutionary development, Remote Deposit Capture is now considered a “must-have product solution” for all financial institutions to be competitive in today’s marketplace. Attend newly updated Pricing and Marketing for Remote Deposit, an interactive audio conference with banking experts Anne Cheatham and Scott Gupton, and learn how to successfully deploy pricing and marketing strategies on this critical topic.

Make Remote Deposit Capture a top priority for 2008. Get a head start and learn how these new strategies could increase your financial institution’s profitability!

Program Highlights:

Major topics to be covered include:

Pricing

• What is it worth?
• The role of account analysis in Remote Deposit
• Hardware pricing strategies and implications
• How should a financial institution price Remote Deposit pricing in comparison to other products and services?
• A discussion on setup fees and monthly fees
• How to perform price comparisons and valuing efficiencies

Marketing

• The role of the Marketing Committee
• How to best utilize public relations and public relations firms
• Implement effective Marketing strategies
• Determining a target market for Remote Deposit- including a discussion of key business segments
• What are the ways your institution can get the message out
• How Remote Deposit can increase market share
• Marketing to select targets versus all businesses
• Reduce risk associated with failing to underwrite users
• Reduce risk of client fraud
• Ensure better control
• Marketing to all businesses
• Exposure to fraud
• Potential for adding clients with inadequate financial strength
• Potential for adding clients with inadequate internal controls
• Potential for adding clients deemed to be high risk businesses
• Marketing defensively versus offensively

Other

• Ensure proper vendor fraud controls such as duplicate item recognition
• Contractual indemnification for bank
• Contracts that specify responsibilities of both bank and clients
• Audit of client activities including check retention and destruction
• Ensure adequate bank insurance coverage
• Review operational, legal and credit risks

This audio conference is part of our Continuing Professional Development Series. All attendees of the audio conference qualify for a FREE Certificate of Attendance! As examiners increasingly encourage executives to receive training in areas related to their expertise, attendees can use the available certificate to demonstrate they have received expert training.

Registration Includes:

• Admittance to the 90-minute call for as many people as you can fit in a room with a speakerphone
• Access to the specially created presentation handouts (made available 48 hours in advance)
• Participation in the 30-minute live Q&A with the speakers following the presentation
• Certificates of attendance for all audio conference attendees

About Our Expert Speakers

Anne J. Cheatham is a banker with over 40 years of experience in the financial services industry. During her career, she has served as a member of senior management in three de novo banks for more than 20 years, including InsBank in Tennessee, where she currently is engaged as a consultant. She served for over 3 years as a member of a bank’s Board of Directors. She has had overall responsibility for many financial and administrative areas including regulatory reporting, accounting, auditing, retail deposit and delivery services, compliance, asset liability management, bank investments, bank operations, and information technology. Ms. Cheatham has authored or co-authored more than 10 publications for AlexInformation. She has been a frequent speaker conducting training programs for bankers nationwide on behalf of AlexInformation, Jack Henry National Users Group, Tennessee Bankers Association and BAI.

J. Scott Gupton is Chief Operating Officer and Executive Vice President of Sumner Bank and Trust, Gallatin, TN. Gupton serves as a senior executive officer whose responsibilities include overseeing bank operations, accounting, financial reporting, information technology, vendor management and auditing functions. This is the second de novo bank for which he has been involved. Prior to joining Sumner Bank and Trust, Scott’s diverse banking experience included operations management, relationship management and lending as well as some of his current responsibilities, at a state wide commercial bank, a large national bank and a midsized community bank. He is a graduate of the University of TN at Knoxville with a BS in Business Administration and Marketing. He is also a graduate of The Southeastern School of Banking at the Owen Graduate School of Management at Vanderbilt University. Scott has spoken to industry groups on remote capture, merchant capture and branch capture strategies, risk assessment and risk management. He has also served as an expert witness on financial industry matters. Mr. Gupton is an active supporter of the National Arbor Day Foundation and the National Trust for Historic Preservation.