Cornerstone Advisors recognizes that strategic partnerships with other organizations and individuals can bolster our value and effectiveness to our clients and the financial services industry. We have ongoing relationships with the following organizations:

Bancography
Delivery Systems, Marketing Research, Products & Profitability, Brand Strategy
Bancography provides consulting services and software tools to financial institutions in support of their branch, research, product and brand positioning strategies. For the branch network, Bancography offers custom network optimization services in addition to Bancography Plan, a market analysis and branch planning software tool. In support of clients’ existing networks, Bancography performs primary marketing research to measure market and brand awareness, onboarding, satisfaction and attrition factors and provides product and profitability assessments. To help institutions position themselves in the marketplace, Bancography's brand strategy service creates names, logos, identities and brand positions that distinctly reflect each institution's product and service proposition.

Calence
Strategic Network Specialists
Calence builds, manages and optimizes customized, client-centric networks that are strategically tailored to meet an organization's specific business goals and requirements. Drawing upon both business and technical expertise and experience, Calence designs, implements and manages network architecture solutions that reduce information technology costs, improve internal processes and increase operational efficiency. Calence focuses on a wide range of specialty areas, including voice, video, data, wireless, application performance and information security. The company sells best-in-class solutions and networking equipment from leading industry vendors, such as Cisco Systems (including IP phones), Polycom, Network Appliance, Compuware and Check Point.

Joel Lanz, CPA, P.C.
I.T. Audit, Security and Risk Management Specialist
Joel Lanz, CPA, P.C. specializes in IT audit, assurance, and operational risk advisory services for financial institutions. The firm's core services include IT Audits, information security (“INFOSEC”) assessments & evaluations, and technology risk assessments. The company also assists clients in preventing or minimizing damages and impacts resulting from technology related threats and mishaps caused by security and privacy breaches, computer fraud, failed system implementation efforts, unreliable application processing and unsatisfactory IT vendor performance. The firm provides pre-audit assessments, to assist clients in their preparation for upcoming technology-related regulatory exams, visits from various auditors, or just to help them improve their overall governance and control strategies. Additionally, Joel Lanz, CPA, P.C. performs various regulatory and network security-related compliance audits, reviews and assessments.

Scheduling Systems Group
Workforce Management
Bill Cobb, President of Scheduling Systems Group (SSG), designed a workforce management system that has improved the efficiency and service levels for over 100 banks and credit unions of all sizes. An SSG blueprint, tailored to each client’s culture, technology and priorities, provides a low-cost, non-invasive way to measure current scheduling effectiveness and identify specific labor savings and service enhancements. SSG’s staffing assessment process guarantees a quick, attractive ROI. It also teaches SSG's clients how to implement these identified improvements in a way that enhances team building while ensuring these improvements will not dissipate over time. SSG has a national reputation for teaching its “Vertical Scheduling” techniques as well as a proven system to help clients find, retain and manage its part time work force.

SCB Forums, Ltd.
SCB Forums, named after SuperCommunity Banking, is dedicated to creating value for SuperCommunity banks through several channels: SuperCommunity Bank Forums for CEOs, CFOs, Chief Credit Officers, Chief Information Officers, Marketing Directors, HR Directors, Investment Management Directors and other key roles in banks. Cornerstone co-sponsors and facilitates CIO Peer Group Forums with SCB.

Credit Union Executives Society (CUES)
CUES' mission is to advance the professional development of credit union CEOs, senior management and directors. Cornerstone professionals regularly speak at CUES conferences, forums and teleconferences. Cornerstone is a partner to CUES Tech Port and is an editorial contributor for News to Go and Credit Union Management magazine.

Financial Managers Society
The Financial Managers Society, Inc. is the only individual membership society exclusively for financial executives and auditors from financial institutions. FMS' 1,500 members are CFOs, controllers, CEOs, COOs, treasurers, investment officers and internal auditors from banks, thrifts and credit unions. FMS offers premier education and information to the financial services industry. Through a strategic alliance, Cornerstone offers discounted vendor selection services to FMS members.