Payments School

A two-day course designed to help financial institutions remain competitive and top of wallet.

Be the go-to card your customers rely upon!

 

View Dates & Locations

 

Attendance qualifies you for 12 CPE credits!

Scorecard Performance

Learn how you perform against peers and identify your opportunities.

Payments Arsenal

Acquire the tools you need to thrive in this competitive market.

Strategic Best Practices

 

Learn best practices and develop a payments roadmap for your financial institution.

 

Choose a 2021 Payments School

Virtual

March 29 – 30

$2,995

Sold Out

Virtual

July 19 – 20

$2,995

Sold Out

Chicago, IL

September 21 – 22

$2,995

Less than 25 seats available!

Register Now

Scottsdale, AZ

October 4 – 5

$2,995

Less than 20 seats available!

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.

 

Today's evolving payments landscape can be a challenge to navigate with certainty and control.

 

Payments is an under-leveraged revenue stream for financial institutions.

 

Payments may not be aligned in your financial institution today and this can make it difficult to acquire the necessary resources to drive business.

 

The dynamic payments ecosystem requires proactive management to keep pace with the competition.

 

Payments School Course Curriculum

Class is 8:30 am – 4:30 pm Daily

Day 1 Topics

  • Payment Trends
  • Debit Card Keys to Success
  • Digital Landscape & Trends
  • Customer Onboarding
  • Fraud – The Balancing Act
  • Networking Dinner with Attendees

Day 2 Topics

  • FinTech Landscape
  • Credit Card Keys to Success
  • Payments Vendor Landscape
  • Competitive Analysis
  • Card Marketing Strategies
  • Best in Class Payments Management Practices

What attendees are saying…

"I was very glad to have participated in the school as it is already reshaping my thinking in this critical area."
"This was a very organized and accommodating experience - well done! The slides and materials were especially helpful."
"Very informative! Exceeded my expectations. I now have a lot of information to take back to my credit union."
"A good investment of time. The payments roadmap will really help my bank think through our future endeavors."
 

Choose a 2021 Payments School

Virtual

March 29 – 30

$2,995

Sold Out

Virtual

July 19 – 20

$2,995

Sold Out

Chicago, IL

September 21 – 22

$2,995

Less than 25 seats available!

Register Now

Scottsdale, AZ

October 4 – 5

$2,995

Less than 20 seats available!

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.

Payments School Instructors

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Tony DeSanctis

Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As co-lead of the firm’s PaymentsView profile

brandi-gregory

Brandi Gregory

Brandi Gregory has over 20 years of experience in the financial services industry with an emphasis on relationship management, paymentsView profile

Kim Swenson

Kim Swenson

Kim Swenson brings more than two decades of financial services management consulting, retail banking and payments experience to her role View profile

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