SE.2024.64 Conversations On....Fee Waivers and Relationship Pricing

Special Events Training

Summary

The conversation will focus on how Credit Unions are using CU*BASE for their Fee Waivers and Relationship Pricing.

Audience

Anyone who is interested in seeing what your peers are doing for Fee waivers and Relationship priciing.

Objectives

Discussion on how CU*BASE is being used for Relationship Pricing, Fee Waivers, or analyzing the data.

Topics

Marketing Club fee waiver review Tiered Service fee waiver review CU*BASE Fee Configuration discussion Manual (employee discretion)

Course Schedule

Future times and dates are to be determined.