A day and a half session facilitated by Cornerstone bringing experienced and novice players in the C&I segment to amp up existing capabilities while embarking on the design and implementation of new capabilities driving success for any financial institution.
Navigate Today's Evolving Commercial and Industrial Lending Landscape with Certainty
You will engage with fellow commercial banking professionals to discuss challenges financial institutions face in growing their C&I 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 and Industrial Segment - Why does it matter? Commercial and Industrial Benchmarks and Analysis Keys to a Successful Commercial and Industrial Segment/Line of Business - "Its not just lending!" Building/Maintaining a strong Commercial and Industrial Team What makes a competitive Commercial and Industrial Product Suite?
Day 2
9 AM – 2 PM
Best Practices - Origination & Onboarding Best Practices - Portfolio Management & Servicing Prioritization & Roadmap - Putting it all into action
Critical Takeaways from Commercial and Industrial Summit
Trends
Hear from Cornerstone and fellow commercial banking professionals the hardcore realities of the Commercial and Industrial segment in the banking industry today.
Priorities
While Commercial and Industrial Lending continues to be a top priority for banks in the 2025 WGOB report, success depends on more than just loans.
Performance Improvement
Successful Commercial and Industrial Banks not only have larger loan portfolios but also better 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 and Industrial segment.
Opportunities
Commercial and Industrial 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 DeSanctis is a Senior Director at Cornerstone. Tony leads the education practice, facilitating our curriculum of classes, including Payments School, Digital School, C&I 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 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.
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