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Kadince Webinars

Explore free, expert-led training tailored for banking professionals. Stay ahead with insights on compliance, marketing, CRA, and community involvement. Whether you’re looking to sharpen your skills or gain CE credit, our webinars deliver actionable knowledge to help you succeed.

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Upcoming Events

Building a Smarter CRA Investment Strategy for Today's Environment

As the Community Reinvestment Act (CRA) continues to shape how financial institutions deploy capital in low- and moderate-income (LMI) communities, banks face a dynamic landscape of regulatory expectations, evolving investment strategies, and growing demand for measurable impact.

Join us on September 2nd at 12 pm CT to hear from Jessica Botelho and Jamie Horwitz of Community Capital Management (CCM). During this free webinar, we'll discuss key trends shaping CRA investing and share insights from CCM's 2025 CRA Investing Survey. We'll also explore opportunities in affordable housing, economic development, municipal finance, and other community development areas that may support your institution's CRA strategy.

You'll gain a better understanding of how institutions are approaching CRA investments today, what opportunities may be emerging in the current environment, and practical considerations for developing an effective CRA investment strategy that supports both community impact and regulatory goals.

The ABA has approved this webinar for 1.25 CERP and CRCM credits.

From Campus to Customer: How SECU Generates 20% of New Members Through College Outreach

Believe it or not, State Employees CU of Maryland (SECU) generates 20% of its new members through college and university outreach. By combining campus events, financial literacy programming, NIL partnerships, and classroom-based education, the credit union has built a student engagement strategy that delivers measurable growth and helps establish relationships with the next generation of consumers.

Join Kadince on September 11th at 12 pm CT to hear from Dawne' Benton of SECU and Brett Brown of PersonalFinanceLab, a financial education platform used by colleges and universities nationwide. During this free webinar, they'll share what's working, what isn't, and how financial institutions can build trusted relationships with students through campus partnerships and financial education programs. They'll also discuss how these initiatives may qualify as CRA community development service (if applicable) and how to identify opportunities within your footprint.

You'll leave with practical ideas for building a college outreach strategy, engaging students through trusted channels, and creating programs that drive long-term growth.

The ABA has approved this webinar for 1.25 CFMP and CRCM credits.

The Generational Deposit Gap: How to Win the Next Generation of Account Holders

The next generation of depositors is forming banking relationships earlier than ever, and many are choosing fintechs and digital-first providers over traditional financial institutions. For banks and credit unions focused on long-term growth, financial education alone isn't enough. The real opportunity is helping young people build lasting financial habits while creating meaningful connections with your institution.

Join Kadince on September 18th at 12 pm CT to hear from Gregg Murset, Chief Executive Officer of BusyKid. During this free webinar, you’ll get a practical look at how your institution can stay relevant to younger families and build lasting relationships before they choose someone else. We'll explore why financial education alone often falls short, what it takes to turn knowledge into real-world behavior, and how leading institutions are engaging kids, teens, and parents in ways that strengthen loyalty across generations.

You'll walk away with concrete strategies to engage younger audiences, ideas for connecting financial literacy to hands-on experience, and a clearer view of how to position your institution for the generational shift ahead.

The ABA has approved this webinar for 1.25 CFMP and CRCM credits.

Marketing Within Your CRA Assessment Area: Strategies That Drive Real Engagement

CRA assessment areas define where your institution's community development efforts count, but many banks struggle to translate that geography into an effective marketing strategy. Reaching LMI communities takes more than good intentions. It requires targeted messaging, the right channels, and campaigns designed with CRA objectives in mind from the start. 

Join us on October 14th at 12 pm CT to hear from Janel Thomas and Abby Fitzgerald of Pannos Marketing. During this free webinar, we'll cover best practices for reaching LMI communities within your assessment area, along with effective approaches to targeting and messaging. We'll also share real-world examples of CRA-focused marketing campaigns and what made them effective.

You'll leave with practical ideas for building marketing strategies that reach the communities that matter most to your CRA program, along with a clearer sense of how targeted campaigns can support both community engagement and your institution's broader CRA goals.

 

Beyond the Vanity Metrics: Five KPIs That Show Marketing's Real Impact on Growth

Bank marketers track plenty of data, but much of it measures marketing activity rather than the financial performance it's supposed to support. Clicks, impressions, and campaign reach can tell you a lot about reach and engagement, but they rarely answer the question executives actually care about: is marketing driving growth?

Join us on October 28th at 11 am CT to hear from bank marketing and growth consultant Joann Marsili. During this free webinar, Joann will introduce five relationship-based KPIs that connect marketing work to the bank's bottom line, including primary checking growth, new-client onboarding, relationship depth, business-owner "superhouseholds," and retention.

You'll leave with a clearer framework for measuring relationship growth, a better way to communicate marketing's value to executive leadership, and practical ideas for finding growth opportunities already sitting inside your existing client base.

The ABA has approved this webinar for 1.25 CERP and CFMP credits.

Request Continuing Education (CE) Credit

Need CE credit from the ABA, CRA Today, or another organization? If you watched one of our approved live or on-demand webinars, simply click the button below, and we’ll send you an official certificate.

Important: You’re responsible for self-reporting your CE credit to the appropriate organization. Once you submit the form, we’ll provide clear instructions on how to do this.
If you have any questions, reach out to us at cecredit@kadince.com.
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