SimpliCD: Putting Large Deposits to Work – Recording

Description

Duration: 28 minutes

Cost: Complimentary

When business balances start climbing, finding a low-lift way to keep those funds federally insured becomes a priority.

Join Chris Lewis of Primary Financial and Sarah Nienke of CUBG to explore SimpliCD, a turnkey CD placement program designed to spread large deposits across FDIC- or NCUSIF-insured issuers without the time and hassle of sourcing and purchasing CDs one by one.

This complimentary webinar from July 7, 2026 will help you learn how you can support large depositors at your credit union through this program.

In this session, we cover:
– How SimpliCD fits into a credit union’s deposit strategy
– Which business members stand to benefit most from extended insurance
– What the depositor experience looks like from start to finish
– Key considerations for supporting large-balance placements
– A real-world case study showing SimpliCD in action

Presenters:

Purchase Terms & Conditions

After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.