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C&I School

A day and a half course walking through the fundamental components of a solid C&I strategy for any financial institution. Upon completion, the attendees will learn the latest industry trends and be armed with a tailored strategic roadmap to break through the typical obstacles preventing so many financial institutions from achieving growth and success in the top lending segment for the past 4 years.


Date & Location

C&I School Course Curriculum

8:45 am - 4:30 pm on Day 1, 9 am - 2 pm on Day 2

Day 1 Topics

  • C&I What Is It and Why Does It Matter
  • C&I Benchmarks and Analysis
  • How to Create a Successful C&I
  • Segment/Line of Business
  • Building Out Your C&I Team
  • C&I Product Suite

Day 2 Topics

  • Origination & Onboarding
  • Portfolio Management & Servicing
  • Case Studies / Success Stories
  • Prioritization & Roadmap - Putting It All Together

Join us for C&I School 2024

Scottsdale, AZ

2024 | September 19-20



Register Now

Date Change and Cancellation Policy: In the event a participant would like to change the date of their upcoming session, Cornerstone will allow a one-time change. For second-time changes, cancellation fees will apply. A cancellation fee of 50% of registration costs will be applied for a cancellation received more than 10 days before the school. No refund will be issued for cancellations received less than 10 days before the first day of school.


Today's evolving C&I landscape can be a challenge to navigate with certainty and control.

C&I Lending is the top loan priority for banks in 2024 per the WGOB report
C&I lending combined with strong Treasury Management generates low-cost deposits and provides higher and more consistent non-interest income
Banks with Highest C&I loan mix tend to have better Margin, ROA, ROE and Efficiency Ratios

C&I School Instructors

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Tony DeSanctis

Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As a leader in the firm’s Payments practice, Tony helps financial institutions optimize their payments businesses. View profile


Joel Pruis

In the commercial and small business segments, Joel Pruis brings more than 25 years of experience delivering fundamental change in the origination and ongoing management of credit relationships. View profile

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Jessica Pinkston

Jessica Pinkston is a senior director in the Delivery Channels practice and Practice Leader of Treasury, Payments, and Operations at Cornerstone Advisors. View profile