A day and a half session facilitated by Cornerstone bringing experienced and novice players in Commercial Banking together to tackle the common and not so common obstacles and amp up existing capabilities while embarking on the design and implementation of new capabilities driving success for your financial institution.
A day and a half session facilitated by Cornerstone bringing experienced and novice players in Commercial Banking together to tackle the common and not so common obstacles and amp up existing capabilities while embarking on the design and implementation of new capabilities driving success for your financial institution.
Navigate Today's Evolving Commercial Banking Landscape with Certainty
You will engage with fellow commercial banking professionals to discuss challenges financial institutions face in growing their Commercial Banking segment, components of successful strategies as well as changes in the industry landscape impacting traditional approaches.
Session Agenda and Schedule
Day 1
8:45 AM – 4:30 PM
Commercial Banking - What's going on today?
What are the elements of a successful Commercial Banking Segment? How do these elements impact performance?
Commercial Customer Segments/Profiles - Adapting to the needs and behaviors of the commercial customer base
Commercial Real Estate vs. Commercial & Industrial - Is it one or the other?
Small Business - Commercial or Retail?
Day 2
9:00 AM – Noon
Vendor Landscape - What systems/data sources are working the best?
AI and its impact on the Commercial Banking Segment
Open forum
Critical Takeaways from Commercial Banking Summit
Trends
Hear from Cornerstone and fellow commercial banking professionals the hardcore realities of the Commercial Banking Segment.
Priorities
While the Commercial Banking Segment continues to be the dominant segment for banks, how are the other priorities noted in the 2025 WGOB report impacting the Commercial Banking Segment.
Performance Improvement
Financial institutions with a successful Commercial Banking Segment not only have larger loan portfolios but also larger deposits, along with better productivity, margins, fee income, ROAA, ROAE and efficiency ratios.
Strategic Best Practices
Learn from Cornerstone and fellow commercial banking professionals the best practices required to build/maintain a strong Commercial Banking segment.
Opportunities
Commercial 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 Commercial and Industrial Summit Instructors
Tony DeSanctis
Senior Director
Tony leads the education practice, facilitating our curriculum of classes, including Payments School, Digital School, Commercial Banking 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 leads 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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