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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!

Navigating Today's Evolving Payments Landscape Can Be Challenging

Unlocking the potential of payments as a revenue stream is crucial for financial institutions, yet many banks and credit unions under-leverage this opportunity. Inadequate alignment within your organization can hinder resource acquisition, essential for driving business growth. Navigating the dynamic payments ecosystem requires proactive management to stay competitive. As a bank or credit union executive, optimizing your payment strategies not only enhances your institution's profitability but also positions you ahead in the competitive landscape. Embrace the transformative power of payments to fuel your institution’s success and ensure you remain at the forefront of industry innovation.

Course Curriculum & Schedule

Day 1

8:30 AM – 4:30 PM

Payment Trends

Debit Card Keys to Success

Digital Landscape & Trends

Commercial & Business Payments

Fraud – The Balancing Act

Networking Dinner with Attendees

Day 2

8:30 AM – 4:30 PM

FinTech Landscape

Credit Card Keys to Success

Payments Vendor Landscape

Competitive Analysis

Card Marketing Strategies

Best in Class Payments Management Practices

"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 help my bank think through our future endeavors."

Cornerstone Advisors Executive Education - Phoenix Arizona - Image

Scottsdale, AZ

October 16 - 17, 2024

$2,995

Register Now
Cornerstone Advisors Executive Education - Phoenix Arizona - Image

Scottsdale, AZ

June 12 - 13, 2025

$2,995

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.

 

Meet the Payments School Instructors

Brandi Gregory

Brandi Gregory

Managing Director

Brandi leads a team of experts with a collective goal of helping banks and credit unions improve their financial performance through the optimization of their credit and debit card businesses.

Tony DeSanctis

Tony DeSanctis

Senior Director

Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As a leader in the firm’s Payments practice, Tony helps financial institutions optimize their payments businesses.

Lindsay Hooks

Lindsay Hooks

Director

Lindsay is a director in the Payments and Contract Negotiations practice. She employs her expertise to ensure clients gain consistently successful outcomes in their system selections, negotiations, and implementations.