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September 2020

Credit Union CEO Virtual Roundtable (SOLD OUT – Join the Waiting List)

September 29 - September 30

Each session will run on two (2) consecutive days from 8:00 am PT/11:00 am ET through 11:00 am PT/2:00 pm ET. TOPICS INCLUDE: 1. COVID-19's Impact: What Will the New Normal Look Like? 2. Digital Delivery: What Gaps Did COVID Expose and How Are We Addressing Them? 3. Credit Risk…

Scott Sommer
CEO & Partner
Steve Williams
President & Partner
Emily Waite
Director of Client Development

October 2020

2020 Fall Payments School (SOLD OUT – See 2021 Dates)

October 1 - October 2

Continually emerging payment technologies keep financial institutions struggling to be at the forefront of their market. Join Cornerstone's Payments Experts for 2 full days of learning this cutting-edge environment and how to keep your FI ahead of the game.

Brandi Gregory
Senior Director
Tony DeSanctis
Senior Director

The Fintech Hustle

October 13 @ 2:00 pm - 3:00 pm EDT

Fintech firms are acting like banks; banks are acting like fintech firms. The lines are no longer clearly drawn. So who’s behind Door #3? Join co-hosts Sam Kilmer, fintech advisor, and Ron Shevlin, provocative author/researcher, from Cornerstone Advisors as they engage fintech guests in a lively chat about what’s going…

Sam Kilmer
Senior Director
Ron Shevlin
Director of Research

Why Financial Institutions Must Reacquire Account Holders Through Digital Engagement

October 14 @ 2:00 pm - 3:00 pm EDT

Many financial institution executives assume that once they acquire new customers or members, those consumers will embark on a journey to become loyal and profitable account holders. This assumption is often proved wrong.  Financial institutions fail to consider something that new research from Cornerstone Advisors has revealed: Consumer engagement is…

Ron Shevlin
Director of Research

AICPA Online Conference on Credit Unions

October 18 - October 20

It’s another dimension of maneuvering, on top of revenue recognition and leases, that dramatically affects your business. Our sessions and speakers will help you build a framework for decision-making and strategies for continued success. You’ll hear from respected experts on: Changing credit union and financial services landscape, Current and proposed regulations affecting the credit union industry,…

Steve Williams
President and Partner
Vincent Hui
Managing Director
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