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Gathering the Right Data to Begin the Return on Investment Calculation

Recorded on: Thursday, June 14, 2018

1.25 CFMP

This recording will explain what tools a bank marketer needs to provide reporting on marketing spending and to measure for Return on Investment (ROI). In this first of a two-part series you will learn how and where to get the data you need for inputs, as well as how to apply the data. Learn how to build and utilize your "ROI Toolbox" to measure, adjust, and prove campaign effectiveness.

Register now for the next briefing in this series —
How to Measure Return on Investment, August 8, 2018

Discussion Highlights:

  • What is, and what is not, Return on Investment?
  • Build your "ROI Toolbox"
  • Learn which team members are integral to your success as a marketer
  • Examine what data to use and what data is better left out
  • Learn how to apply the ROI equation using the data you have compiled
  • How to prepare your first test


  • Joann Marsili, CFMP, Senior Vice President, Marketing and Digital Sales Director, Fidelity Bank, (Advisory Board Member and Instructor for the ABA School of Bank Marketing)


 Continuing Education Credits


ABA Professional Certifications has approved this recording for 1.25 CFMP continuing education credits for the live program and the recording.

CPE logoRecordings are not eligible for CPE credits. 

American Bankers Association 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Streaming Online Recording
Available June 18, 2018

​ABA Member • $210
Non-Member • $310



  • Chief Marketing Officers
  • Marketing Managers
  • Marketing Directors
  • Marketing Analysts
  • Data Managers
  • Directors of Strategic Planning
  • Financial Analysts
  • Retail Sales
  • CFMPs and CPAs

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