Webinars

Our webinars deliver informative and actionable insights paired with industry best practices that you can put into place today.

UPCOMING WEBINAR

PAYMENT TRENDS & FINTECH DISRUPTORS

Your C-suite has asked you to manage the debit and credit programs – drive interchange and build a successful card program. Where do you start?

You can’t set a strategy until you know what the playing field looks like and have identified the pitfalls to avoid!

Join the Payments team from Cornerstone to get the lowdown on what will impact your program:

  • What are the market trends?
  • Who are the players in the space?
  • Where should you focus your attention?
  • What pitfalls and gotchas must you avoid?

Who Should Attend?

CROs, Payments Managers, Card Program Managers, CFOs

REGISTER NOW


 

WEBINAR ARCHIVE

6 PRIORITIES TO DRIVE SHAREHOLDER VALUE

In this webinar, experts from Cornerstone Advisors revealed how 2018 YTD performance data affects planning for 2019. We explore six key themes bankers should include in their strategic planning discussions.

  • Deliberate Deposits
  • CRE & C&I Re-balancing
  • Non-Interest Income
  • Delivery Shift
  • Navigating Pricey M&As
  • Talent Acquisition and Retention: talent wars and next-generation leaders

FEATURED SPEAKERS:
Steve Williams, President & Partner
Onker Basu, Senior Director

WATCH NOW


HOW TO GROW REVENUE WHILE RENOVATING DELIVERY

Few aspects of banking are evolving as rapidly as delivery channels, yet you still need to hit or exceed your growth plans for the year. How? By effectively using people, processes and technology to their FULL potential.

  • Lessons learned, both best and worst practices!
  • Identifying those that help achieve your goals and those that don’t.

You will come away with a fresh perspective on driving results while transforming delivery.

Additionally, we’ll walk through a sample no-BS scorecard to motivate people, grow revenue, and help customers.

FEATURED SPEAKERS:
Sam Kilmer, Senior Director
Jim Burson, Senior Director

WATCH NOW


BENCHMARK TARGETS FOR BANK HIGH PERFORMANCE

We shared key data we collected from our 2017 Cornerstone Performance Report for Banks

  • Understand peer and high performer efficiency levels across 16 key functional areas of the bank
  • Review key non-interest income drivers and loan production levels of the very best banks
  • Analyze industry delivery channel usage trends and measures of customer penetration
  • Delve into technology spending levels and where these dollars are being spent

FEATURED SPEAKERS:
Steve Williams, Partner
Eric Weikart, Partner

WATCH NOW


WHAT’S HAPPENING TO MY INTERCHANGE?

If you are a Bank or Credit Union that wants to drive interchange income, watch this! We explore market trends and answer the following questions:

  • What is happening in the industry and how will it impact your institution?
  • Is your vendor Issuer or Acquirer friendly and what does that mean?
  • Can interchange be managed? How does it impact the bottom line for financial institutions?
  • What are the 6 key best practices that you must do tomorrow to set your card program up for success and protect your interchange?

FEATURED SPEAKERS:
Brandi Gregory, Consultant/Director
Nick Lane, Consultant

Request Webinar


BUILDING A CONTRACT NEGOTIATION ROADMAP FOR YOUR INSTITUTION

Gain insight into how a Contract Negotiation Roadmap maximizes your leverage in future negotiations. We dive into the details and answer the following questions:

  • What are the best practices to establishing contract negotiation priorities? Why should this be focused on more than just price?
  • This is not just a vendor management exercise – how does this methodology set an institution up for successful negotiations?
  • How do we separate the heavy hitter contract negotiations from the procurement exercises? Let’s explore the art of delegation and where it fits into the roadmap.

FEATURED SPEAKERS:
Scott Sommer, President & CEO
Ryan Rackley, Senior Director

WATCH NOW


CONSIDERATIONS IN SELECTING & NEGOTIATING FOR CARD PROCESSING

  • After Core Processing, debit processing is the next largest spend for banks third party technology agreements and Interchange is now the largest single component of Non Interest Income.
  • Millennials are looking for more and more integration between their card and their other banking products.
  • Don’t miss out on claiming your savings in a commoditizing market.
  • Get the dirt on vendor tactics as it relates to pricing, service and functionality to prepare your bank for a proper vendor review at every contract cycle.

FEATURED SPEAKERS:
Brandi Gregory, Director
Ryan Rackley, Senior Director

WATCH NOW


BEST PRACTICES IN CONTRACT NEGOTIATIONS FOR MERGERS & ACQUISITIONS

  • Following staff, third party vendor contracts are the largest single expense in a bank – typically millions of dollars at stake. Specific attention and a clear negotiation strategy must be developed first.
    • The merger will affect your volumes for processing. As most pricing is volume related, major contracts should be analyzed for renegotiation opportunities.
  • There inevitably will be ‘onerous’ contracts in the mix between both Banks. Extending these without proper due diligence and market intel can ‘double down’ with existing vendors and delay achieving the targeted earnings.
  • Speed is of the essence. The vendor agreements and a clear system direction must be established before the actual merger work can proceed.

FEATURED SPEAKERS:
Bob Roth, Partner
Vincent Hui, Senior Director
Terence Roche, Partner

WATCH NOW


DRAWING BACK THE CURTAIN ON VENDOR PRICING FOR CORE PROCESSING

  • Cornerstone estimates that more than 90% of all banks have the potential to improve the terms of their core, debit processing and eBanking contracts.
  • Banks need a winning negotiation strategy to stop overspending on core processing, increase leverage in negotiations, and secure a contract that sets the bank up for future growth.
  • Join us to see how you can develop that winning negotiation strategy for your bank.

FEATURED SPEAKERS:
Terence Roche, Partner
Brian Hagan, Associate Consultant

WATCH NOW


IS YOUR CREDIT UNION MAKING A CORE DECISION BY JUNE 2019?

Are you frustrated with the return on your core vendor spending? Do you want to improve core utilization? Do you want to get better pricing on your renewal? Or perhaps consider other core vendor options? In today’s competitive environment, there is an incredible buyer’s market for better pricing, better functionality, and better service. So why not take advantage of this now?

We discuss:

  • How to decide whether to renew your existing core contract or evaluate new options
  • How to decide in-house or outsourcing
  • If you decide to evaluate
    • The current trends in the core vendor marketplace
    • The five keys to successful core evaluations
    • The mistakes to avoid
  • For those that decide to renew
    • How to get better pricing right now
    • The three secrets to improving vendor pricing and performance through improved contracts
    • The mistakes to avoid
  • The vendor management guidance you need to be aware of

FEATURED SPEAKERS:
Brad Smith, Managing Director
Scott Hodgins, Senior Director

WATCH NOW


IS YOUR BANK MAKING A CORE DECISION BY JUNE 2019?

Are you frustrated with the return on your core vendor spending? Do you want to improve core utilization? Do you want to get better pricing on your renewal? Or perhaps consider other core vendor options? In today’s competitive environment, there is an incredible buyer’s market for better pricing, better functionality, and better service. So why not take advantage of this now?

We discuss:

  • How to decide whether to renew your existing core contract or evaluate new options
  • How to decide in-house or outsourcing
  • If you decide to evaluate
    • The current trends in the core vendor marketplace
    • The five keys to successful core evaluations
    • The mistakes to avoid
  • For those that decide to renew
    • How to get better pricing right now
    • The three secrets to improving vendor pricing and performance through improved contracts
    • The mistakes to avoid
  • The vendor management guidance you need to be aware of

FEATURED SPEAKERS:
Brad Smith, Managing Director
Scott Hodgins, Senior Director

WATCH NOW


Discover how Cornerstone Advisors can help your institution.

  • How Can We Help You?

Jack Henry & Associates Acquired BOLTS Technologies: So What?

Jack Henry acquires BOLTS, what does this mean for their origination capabilities?

Regional Bank Chief Information Officer ($10B+ Assets)

An executive exchange providing a private forum for CIOs of banks with assets over $10B – $50B. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Wells Fargo Joins the Digital Bank Bandwagon

Wells thinks it’s going to attract “new to banking” customers with Greenhouse, its new digital-only offering. I disagree.