Cornerstone Advisors
Payments School

Cornerstone Advisors invites you to attend a two-day learning session covering in the ever-changing landscape of Payments. In a classroom setting among industry peers, we examine key disruptors and discuss the steps you can take today to create a Payments roadmap that optimizes your strategy.

Scottsdale, AZ

7272 E. Indian School Rd., Suite 400

Spring & Fall Sessions




Who YOU are and Why YOU are here:

As a financial institution, you have seen the Payments landscape evolve with the entrance of new players. How does this impact your business? Are there steps you can take to keep up with the times and continue to maintain or grow your Payments business? Your primary touchpoint with your customers is payment products. Are you getting the most from this touchpoint? Now is the time to educate yourself and devise a plan to continue offering the primary Payment products your customers use and rely upon.

Who WE are and Why WE look forward to Teaming up:

Payments is what wakes us up every morning. The rate of speed at which the Payments industry is changing is exciting and we view it as an opportunity to grow right alongside it. With two days in a classroom setting, among colleagues who find themselves in a similar situation, we will examine the obstacles you currently face and identify proactive measures you can take to augment your position in this competitive market.


Payments School Agenda

PLEASE NOTE: Bring your laptop, tablet or smart phone

  • Payments Trends and Industry Update
  • Best Practices in Debit
      • In depth review of debit trends, KPIs, 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 You Can 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.


Rates are going up May 1st, so get the Early Bird pricing at $1,595 before the price increases.

New Fall 2020

FALL 2020


Arrive in Scottsdale

7:15 – 8:00 a.m.
 – Breakfast and Networking
8:00 a.m. – 5:00 p.m. – Payments School Day 1
6:00 p.m. – Hosted Reception and Dinner
  **Guests are welcome to the reception and dinner

7:15 – 8:00 a.m. – Breakfast and Networking
8:00 a.m. – 4:30 p.m. – Payments School Day 2


Marriott Old Town Scottsdale
7325 E. 3rd Ave, Scottsdale, AZ
Group Room Rate (see registration form for rates)


Dress code for this event is business casual.

For more information, please call 480.990.5707 or email Michelle Gothan

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


Register Here

Please fill out the information below to register for our Payments School. Upon submission you will be redirected to billing.

2020 Payments School - Spring