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Earn CE credit while mastering digital engagement strategies for competitive banking excellence

About this interactive-course

This continuing education course explores personal digital engagement—a critical strategy for banking and credit union professionals navigating today's digital-first landscape. Featuring insights from industry pioneers including Ray Davis (former CEO, Umpqua Bank) and leaders from Rockland Trust and Agent IQ, this course examines how community banks can compete effectively by delivering high-quality, technology-enabled customer relationships at scale. Learn why digital transformation is no longer optional, how to differentiate your institution, and how to manage risk while embracing innovation. Designed for bank executives, officers, and directors seeking to accelerate customer loyalty and long-term institutional success.

Who is this for?

  • Bank executives and C-suite leaders driving digital strategy
  • Community bank officers seeking competitive differentiation
  • Credit union professionals managing digital transformation
  • Board members and directors overseeing institutional innovation
  • Retail and network strategy leaders implementing digital engagement
  • Banking professionals pursuing continuing education credit

What's inside

5 segments
  1. 1
    Instructional Video
  2. 2
    Introduction to Personal Digital Engagement in Banking
  3. 3
    Defining Personal Digital Engagement
  4. 4
    The Evolution of Banking and Digital Transformation
  5. 5
    Competitive Advantage and Risk Management in Digital Banking

Frequently asked

How much continuing education credit does this course award?

This course is designed as a credit-bearing program for banking and credit union professionals. Upon successful completion of the graded final assessment, you will earn continuing education credit. Check with your institution or regulatory body for specific credit hour values and eligibility requirements.

Is this course relevant for community banks of all sizes?

Yes. The course emphasizes that asset size should not limit ambition or creativity in digital transformation. The panelists discuss strategies applicable to institutions under $10 billion to $20 billion in assets, with emphasis on how community banks can compete effectively against larger institutions.

What is the passing score for the final assessment?

You must achieve a passing percentage of 80% on the graded final assessment to earn your continuing education credit. The assessment covers key concepts from the course, including personal digital engagement, competitive strategy, and risk management in digital banking.

Can I retake the final assessment if I don't pass?

Yes, you may retake the final assessment. We recommend reviewing the course material and knowledge check sections to strengthen your understanding of the key concepts before attempting the assessment again.

Who are the expert panelists featured in this course?

The course features Ray Davis (former CEO of Umpqua Bank), Patrick Myron (SVP of Retail and Network Strategy at Rockland Trust), Kathy Dudley (former EVP at First Bank and host of The Weary Banker), and Slavin Bla (CEO and co-founder of Agent IQ), moderated by Al Dominik of Bank Director and FinETech.

What topics are covered in the course?

Topics include defining personal digital engagement, understanding why banking has been slow to embrace digital transformation, the nonlinear nature of current industry change, competitive differentiation strategies for community banks, and managing risk while pursuing digital innovation.