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Banking Essentials for Fintech - Logo - Symbol Only - White

Banking Essentials for Fintech

Most fintechs sell into banks without truly understanding how they operate. That's a problem-and it shows up in missed deals, stalled conversations, and weak positioning.
 
Banking Essentials for Fintech fixes that. Through multi-session 101 and 201 programs, your team learns how banks and credit unions actually make money, how they're organized, how their tech stacks work, and how real decisions get made. Delivered by practitioners who work with financial institutions every day, this isn't theory—it's how the industry actually works.
Banking Essentials for Fintech - Logo - Symbol Only - White

Banking Essentials for Fintech

Most fintechs sell into banks without truly understanding how they operate. That's a problem-and it shows up in missed deals, stalled conversations, and weak positioning.

 

Banking Essentials for Fintech fixes that. Through a multi-session 101 and 201 program, your team learns how banks and credit unions actually make money, how they're organized, how their tech stacks work, and how real decisions get made. Delivered by practitioners who work with financial institutions every day, this isn't theory—it's how the industry actually works.

Better Conversations, Stronger Credibility, and More Closed Deals.

Banking Essentials for Fintech is a straightforward education program designed to help fintech teams understand how banks actually operate, make money,

and make technology decisions.

Banking Essentials Curriculum

Banking 101

Banking 201

4-6 Hour Session In-Person or Virtual

4 Hour Session In-Person or Virtual

  • Economics of Banking : How do Banks and Credit Unions make money

  • Banks and Credit Unions: How are they the same and different

  • Banking Trends: What are the disruptors and challenges

  • Banking Engagement Exercise

  • Banking Organizations

  • Fintech Partnerships

  • Tech Ecosystem and Stacks

  • Bank to Fintech Partner: Bringing it All Together 

Banking Essentials Curriculum

Day 1

4-6 Hour Session In-Person or Virtual

Banking 101
Economics of Banking - How do Banks and Credit Unions make money
Banks and Credit Unions - How are they the same and different
Banking Products - How do Banks get business and grow
Banking Trends - What are the disruptors and challenges
Banking Engagement Exercise

Day 2

4 Hour Session In-Person or Virtual

Banking 201
Banking Organizations

Fintech Partnerships

Tech Ecosystem and Stacks

Bank to Fintech Partner - Bringing it all together

Cornerstone Advisors Executive Education - Phoenix Arizona - Image

Scottsdale, AZ

October 15 - 16, 2025

$2,995

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.

 

Meet the Banking Essentials Instructors

Tony DeSanctis

Tony DeSanctis

Senior Director

Tony leads Cornerstone’s education practice, overseeing industry-leading programs including Payments School, Digital School, Commercial Banking Summit, and Disruption University. He also facilitates executive-level roundtables for financial institution leaders, helping banks and credit unions navigate industry change, technology disruption, and strategic growth opportunities.

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Sam Kilmer - Headshot - Circle - BNW

Sam Kilner

Managing Director

Sam is a nationally sought-after speaker, industry research author, a regular contributor to Cornerstone's blog, GonzoBanker, and moderator of the Fintech Hustle podcast. He is often quoted in industry publications and serves as a judge for Finovate and BAI Global Innovation awards. He is an active member of the Association for Financial Technology (AFT).

 

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