Cornerstone Advisors Payments School

Click here to join us for our Fall Payments School

Scottsdale, AZ

The Scott Resort

March 24-26



Registration Cost


Agenda Topics

  • Payments Trends and Industry Update
  • Best Practices in Debit
      • In depth review of debit trends, KPI’s, PIN Network and PAU Marketing
  • Building Your Debit Scorecard
      • Working session on KPIs 
  • Elevating The Onboarding Experience
      • Review account opening best practices and discuss experience mapping for cards/ digital
  • Digital Landscape & Trends 
      • Updates on P2P, Card Controls/ Alerts, App Integration, Pays (Apple, Samsung, etc.), Online Commerce, ABU/ Card Swap, Biller Direct, Billpay, and more.. 
  • What’s the deal with Fraud?
      • Current fraud trends and strategies
  • Credit Tracks
      • Track 1 – attendees with an issuing program discuss trends, KPIs, and loyalty/ marketing 
      • Track 2 – attendees with an agent program discuss trends and opportunities to migrate to an issuing model
  • Competitive Analysis
      • An opportunity to review your competitive market position and current market situation
  • The Ideal Product Manager
     • Review of role and responsibilities of the ideal Payments product manager
  • Vendor Management & Contract Negotiations
      • Discuss current vendor landscape and opportunities to optimize your vendor relationships

What Can You Expect to Go Home With?


  • Understanding the current Payments landscape
  • An assessment of your Payments program compared to peers
  • Roadmap of enhancements to your Payments program
  • Marketing strategies to get the most out of your Payments
  • Vendor landscape 

All of this will leave you with the tools to develop a payments roadmap and a plan to allow you to continue to grow and optimize your payments program in this ever-changing environment.


Monday, March 25, 2019
7:15 – 8:00 a.m. – Breakfast and Networking
8:00 – 5:00 p.m. – Payments School Day 1
6:00 p.m. – Hosted Reception and Dinner

Tuesday, March 26, 2019
7:15 – 8:00 a.m. – Breakfast and Networking
8:00 – 4:30 p.m. – Payments School Day 2


The Scott Resort
4925 N. Scottsdale Rd., Scottsdale, AZ
Group Room Rate: $299/night
Reservation Link


Dress code for this event is business casual.

A cancellation fee of 50% of registration costs will be applied for cancellations received between 29 to 10 days before the annual Roundtable. No refund will be issued for cancellations received less than 10 days before the first day of the Roundtable.


Registration Closed

Due to popular demand, we have filled all seats for this Payments School. Fill out the form below to receive information for our next Payments School this Fall.