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October 2020

Real-World Best Practices for Your PPP Forgiveness Plan

October 28 @ 2:00 pm - 3:00 pm EDT

In this webinar, Cornerstone Advisors will lay out the current situation for the typical financial institution and provide recommendations on how to best prepare. Please note that this webinar is for Banks and Credit Unions only.

Joel Pruis
Senior Director

November 2020

Kansas Bankers Assoc. Economic Outlook and Risk Management Conference

November 4 - November 5

Beyond the Pandemic and After the Election: Issues, Challenges and Strategies to Grow your Business over the Next Two Years. • Strategic Plans, Capital Plans and Risk Appetite: How to Fit Them Together in a COVID World • Managing the Downturn: Best Practices in ALM • Creating Funding Stability During Uncertain Times • Managing…

John Meyer
Senior Director

Acxiom Financial Minds Symposium

November 9 - November 10

Explore ways to better connect with banking customers and leverage learnings from 2020 for future planning. Gain new insights into consumer trends related to payments and use of retail banking services. Hear from industry experts on the importance of financial inclusion and what steps should be taken. Learn about the…

Ron Shevlin
Director of Research

Credit Union Digital Sales & Marketing Virtual Roundtable

November 10 - November 12

November 10th and 12th, Both days: 8:00 am PT/11:00 am ET through 11:00 am PT/2:00 pm ET. With all the changes brought about by COVID-19, now more than ever Cornerstone Advisors sees the value in providing credit unions with a private forum where sales and marketing executives can collaborate, share…

Jim Burson
Managing Director
Amanda Swanson
Director
Emily Waite
Director of Client Development

Marketing Association of Credit Unions Mini MAC Conference

November 11 - November 12

The MAC Conference has it all: top-tier general sessions, breakout workshops, exhibitor-partnership opportunities, a networking reception, MAC’s legendary booth crawl—and, of course, some great breakfast and lunch grub, capped off with the MAC Awards dinner!

Amanda Swanson
Director

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

Resolving Friction Points: When Digital & Payments Collide

November 19 @ 12:00 pm - 1:00 pm EST

When you focus on reducing friction and implementing best practices, you can improve the customer experience and maintain high retention rates. For bank and credit union executives, this 60-minute webinar takes a deeper dive into Digital Account opening and Debit Card onboarding. From common pain points to impact on operations,…

Kim Swenson
Senior Director
Amanda Swanson
Director

Small Business Banking: Time to Sink or Swim

November 19 @ 2:00 pm - 3:00 pm EST

Organizational issues often make it difficult for financial institutions (FIs) to adequately serve their small business customers. Many FIs are still offering consumer solutions that lack the critical functionality small businesses need to manage their finances. With the impact of COVID-19 and the acceleration of digital among consumers and businesses…

Ron Shevlin
Director of Research

FinovateWest

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

Digital Growth: Is Your Institution Ready Now?

November 24 @ 11:00 am - 12:00 pm EST

Learn what successful financial institutions are doing to generate more loans and deposits. What You’ll Learn: 1. Understanding growth in today’s environment, 2. Solutions to common obstacles, 3. Best practices from industry leaders, 4. The impact of aligning data, marketing, sales and compliance, 5. Building a foundation for future success

Sam Kilmer
Senior Director
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