C&I School
Registration
A day and a half course walking through the fundamental components of a solid C&I strategy for any financial institution. Upon completion, the attendees 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.
Join our two-day C&I course designed to help financial institutions remain competitive.
Event Details
When: March 19 – 20, 2025
Day 1 Time: 8:45 AM - 4:30 PM
Day 2 Time: 9 AM - 2 PM
Location: Scottsdale, AZ (Cornerstone Advisors HQ)
Cost: $2,995
If you have a discount code please click the text "Click Here to Apply Discount"
Course Curriculum
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