Navigate Today's Evolving Commercial and Industrial Lending Landscape with Certainty
You will learn the latest industry trends and be armed with a tailored strategic roadmap to break through the typical obstacles preventing so many financial institutions from achieving growth and success in the top lending segment for the past four years.
Course Curriculum & Schedule
Day 1
8:45 AM – 4:30 PM
C&I What Is It and Why Does It Matter C&I Benchmarks and Analysis How to Create a Successful C&I Segment/Line of Business Building Out Your C&I Team C&I Product Suite
Day 2
9 AM – 2 PM
Origination & Onboarding Portfolio Management & Servicing Case Studies / Success Stories Prioritization & Roadmap - Putting It All Together
Critical Takeaways from C&I Summit
Trends
Understand the big trends and hardcore realities of C&I lending in the banking industry today.
Priorities
C&I lending is the top loan priority for banks in 2024 per the WGOB report.
Performance Improvement
Banks with highest C&I loan mix tend to have better margin, ROA, ROE and efficiency ratios.
Strategic Best Practices
Learn best practices and develop a strategic roadmap for your financial institution.
Opportunities
C&I lending combined with strong Treasury Management generates low-cost deposits and provides higher and more consistent non-interest income.
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 summit. No refund will be issued for cancellations received less than 10 days before the first day of summit.
Meet the C&I Summit Instructors
Tony DeSanctis
Senior Director
Tony DeSanctis is a Senior Director at Cornerstone. Tony leads the education practice, facilitating our curriculum of classes, including Payments School, Digital School, C&I Summit, and Disruption University. Tony also facilitates the C-suite level roundtables for Cornerstone.
Joel Pruis brings more than 25 years of experience delivering fundamental change in the origination and ongoing management of credit relationships. Joel is focused on commercial credit performance improvement covering policy, process, roles, and responsibilities for both loan origination and ongoing customer management.
Jessica is a senior director in the Delivery Channels practice and Practice Leader of Treasury, Payments, and Operations at Cornerstone Advisors, where the firm’s clients benefit from her digital banking acumen and her wide-ranging knowledge of processes and solutions.
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