Transition Lines to Day-to-Day Banking

Jun 14, 2017 11:00am -
Jun 14, 2017 12:00pm

Event Description

Being able to transition from category to category with confidence and in a manner that is logical is an essential skill for conducting a Needs Assessment. This session will focus on clues and Windows of Opportunities that will allow you to transition with ease to the Day-to-Day Category from Bank Deposits/Investments and Credit. 


This interactive session will benefit those who lead new account representatives and those who open new accounts.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Virtual Workshops
Early registration ends on Apr 13, 2017.
Regular registration starts on Apr 14, 2017 and ends on Jun 13, 2017.
Late registration starts on Jun 14, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $295.00$295.00$320.00
Non-Member Fee: $440.00$440.00$465.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00