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October 2020

SOLD OUT – 2020 Spring Payments School

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

Why Financial Institutions Must Reacquire Account Holders Through 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

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


November 23 - November 24

Join Cornerstone Advisors' Sam Kilmer, Senior Director, as he explores "Drilling Down: Leveraging Partnerships to Spearhead Innovation" during the FinovateWest conference.  Some key points that will be included: Strategies to overcome the challenges of collaboration and driving innovation internally. From partnerships to acquisitions to incubating: Making onboarding more straightforward and…

Sam Kilmer
Senior Director
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