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C&I School

A day and a half course walking through the fundamental components of a solid C&I strategy for any financial institution.

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 School

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.

Cornerstone Advisors Executive Education - Phoenix Arizona - Image

Scottsdale, AZ

March 19 – 20, 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 C&I School Instructors

Tony DeSanctis

Tony DeSanctis

Senior Director

Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As a leader in the firm’s Payments practice, Tony helps financial institutions optimize their payments businesses.

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Joel Pruis

Senior Director

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.

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Jessica Pinkston

Senior Director

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.