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The The Pricing Institute Agenda
Four days of in-depth learning…plus time for networking.
Put these dates/times on your calendar.
Monday
8:00 - 8:30 Registration
8:30 - 9:00 Orientation
9:00 - 10:00 Test and break
10:00 - 12:30 Pricing Theory, Economics & Marketing Strategies, Pricing Tactics – The Execution of Price Strategies
12:30 - 2:00 Deposit Strategy Case /Lunch
2:00 - 3:00 Deposit Strategy Case Answer
3:00 - 4:00 Asset Strategy Case
4:00 - 5:00 Asset Strategy Case Answer
6:00 Dinner reception at Mike Moebs' home
Evening - Readings: Pricing Manual Chapters 2-9, & Friendly Joe Case
Tuesday
8:00 - 11:00 How Volume Affects Pricing, How Cost Relates to Pricing, Fees vs. Rates vs. Balances, Why Relationships are Important, What is value and can it be measured, Who is the Competition, What is Risk for the User & Institution
11:00 - 1:30 Cost "The Essential Element of Price Case" & Lunch
1:30 - 2:30 Cost "The Essential Element of Price Case" Answer
2:30 - 8:00 Price Tour of Chicago
Evening Readings: Transaction Case, Loan Cases
Wednesday
8:00 - 10:00 Transaction Account Case
10:00 - 11:30 Transaction Account Case Answer
11:30 - 12:30 Loan Cost Case /Lunch
12:30 - 1:00 Loan Cost Case Answer
1:00 - 2:30 Loan Case: Fixed Rate & Closed End
2:30 - 3:30 Loan Case: Fixed Rate & Closed End Answer
3:30 - 4:30 Loan Case: Variable Rate & Open End
4:30 - 5:00 Loan Case: Variable Rate & Open End Answer
Evening Readings: Pricing Manual Ch 10, Politics of Pricing Case, 18 Steps for Successful Pricing
Evening - Work on Post Test & Expense Control Case
Thursday
8:00 - 9:00 Pricing Principles
9:00 - 10:00 18 Steps for Successful Pricing – A Cook Book for Pricing?
10:00 - 11:00 Politics of Pricing Case
11:00 - 11:30 Politics of Pricing / Answer
11:30 - 1:00 Post Test - Find Out What you Learned /Lunch
1:00 - 1:30 Evaluation & Post Test Review
1:30 - 3:00 Price Actions for Expense Control Case
3:00 - 3:30 Price Actions for Expense Control Case Answer
3:30 - 4:30 Graduation, Awards
Find out more about topics to be covered and how the program is taught.
New! Eco-friendly benefits for all attendees
In an effort to be easy on the environment, all attendees will have access to course materials on the Moebs’ website prior to the Institute. You can choose to print materials or not and course work will be available to you online 24/7
Register here or call 800-237-3317 extension 14.
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