Bank RFPs: Strategies for Success

Continuing Education Credits
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CPA
1 CPE
CPD-IES8
1 Hour
CMA
1 CPE
CFE
1 CPE
CIA
1 CPE
CRMA
1 CPE
CTP
1.2 CE

Certified Public Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credit have been granted based on a 50-minute hour.
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Chartered Accountant (IES8 CPD)

Continuing Education Credit:
1 Hours
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.
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Certified Management Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Certified Fraud Examiner

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Certified Internal Auditor

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specific business topics such as finance and others
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
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Certification in Risk Management Assurance

Continuing Education Credit:
1 CPE Credits
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
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Certified Treasury Professional

Continuing Education Credit:
1.2 CE Credit
Program Location:
On Demand/Online
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals
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Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  0:58PREVIEW: Introduction to Bank RFP's
Part 1: Before You Tackle The RFP
  Stages and Time Line12:54
  Banking Consolidations, Credit Needs, and Technology Questions7:37
  Benefits, Services, and Planning Wrap Up6:25
Part 2: Putting The RFP Together
  Organizing RFP Packages, Timing, and Focus on Back End 10:14
Part 3: Analysis of Results and Final Decision
  Checking Preferences, Ranking Sections, and Conclusion 11:21
Continuous Play
  Bank RFPs: Strategies for Success49:29
SUPPORTING MATERIALS
  Slides: Strategies for SuccessPDF
  Strategies for Success Glossary/IndexPDF
  PRE-RFP SELF-ADMINISTERED QUESTIONNAIREPDF
  RFP Indicator QuizPDF
  Sample Bank RFP QuestionnairesPDF
  THE REQUEST FOR PROPOSAL (RFP) TIMELINEPDF
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam