Agenda

March 31, 2026
11:00 am - 12:30 pm EST

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.

Topics

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

Speaker(s)

Diane Reed
HR Doc

A nationally recognized speaker, writer, and communications professional, Diane Pape Reed currently serves as President of a full-service consultancy, assisting financial institutions nationwide with human resources, marketing, strategic planning, community relations, compliance, sales, training, board relations, and executive support. Previously, Diane served for more than a decade as Vice President of Administration for a mid-sized financial institution. Her expertise in “Service-Oriented Culture Change” has been cited in numerous industry publications, and her marketing expertise has been featured in articles for Exhibit Builder and Business Management magazines. Diane attended American University and graduated from George Mason University where she specialized in Organizational Communication. She currently resides in Fairfax, Virginia.

Fees

Live Webinar - $279

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

On-Demand Webinar - $279

• 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

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact