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August 2020

Credit Union Merger Preparedness – Seizing the Strategic Opportunity

August 19 @ 11:00 am - 12:00 pm EDT

Will you be ready when the next merger opportunity comes along? While the number of credit union mergers has stayed the same, the relative size has increased. The pandemic may have slowed merger activity, but it has not changed the long-term need for credit unions to seek ways to gain…

Vincent Hui
Managing Director

How Fintechs Must Adapt to Bank Client Changes: A Panel Discussion

August 20 @ 12:00 pm - 1:00 pm EDT

Do you have the plans in place to adapt to your customers' needs? Despite a recession that has caused many banks and credit unions to rethink their purchase plans, fintech providers still have sales and retention goals to meet. But how can they engage clients and prospects when so many…

Sam Kilmer
Senior Director
Ron Shevlin
Director of Research
Brad Smith
Managing Director, Technology Services

The Cloud On The Horizon

August 20 @ 2:00 pm - 3:00 pm EDT

Despite the prevalence of attacks and high cost of breaches, many financial institution executives have been lulled by the cloud into a false sense of security about the safety of their data. The reality is that the adoption of cloud computing introduces a host of cybersecurity concerns to banks and…

John Meyer
Senior Director

Bank Merger Preparedness – Seizing the Strategic Opportunity

August 25 @ 1:00 pm - 2:00 pm EDT

Will you be ready when the next merger opportunity comes along? While the pandemic may have slowed M&A activity, it has not changed the long-term industry consolidation. In fact, Cornerstone Advisors expects activity to accelerate post-COVID as banks “on the fence” realize that long-term shareholder value will come in the…

Vincent Hui
Managing Director

November 2020

Mid-Atlantic Bank Executives Speaker Series

November 13 @ 9:00 am - 10:00 am EST

A seven date virtual speaker series for bank CEOs and senior leadership association members of PA Bankers, Virginia Bankers, Delaware Bankers, West Virginia Bankers, and Maryland Bankers. November 13th - "Digital" Jim Burson, Cornerstone Advisors, Inc.

Jim Burson
Managing Director
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