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Payments Strategy School

Program | Payments Strategy School

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By attending the Payments Strategy School, you’ll walk away from the experience with a custom scorecard to help your banks payments strategy. To begin building your custom scorecard, you’ll complete two pre-session assignments before the school begins to ensure your time with Cornerstone Advisors is fully interactive on your banks’ needs. This will ensure you have a custom experience at the school and are ready turn your information into action upon school completion.

Attend the school and take away:

  • Strategic best practices, including a market snapshot specific to your bank
  • An assessment of your benchmarks and how they compare with peers
  • Tips on building successful credit and debit programs along with an overview of alternative payments
  • An understanding of the risks associated with building various payments programs
  • Strategies for managing and organizing your payments business
  • Marketing insights to increase customer awareness and product usage
  • Lessons on effectively managing payments vendors

CE Credits

ABA Professional Certifications' CE credits are awarded based on their relevance to certification examination outlines. The Payments Strategy School is eligible for 11 CRCM and CFMP CE credits.

CPE Credits

The Payments Strategy School is eligible for 12.5 CPE CE credits (Field of Study-Finance). CPE credits can only be claimed if you participated in the live portion of the school. Instructions on how to receive your CPE certificate of completion will be emailed to registrants after the school concludes.

2021 Schedule

All times are in ET. Program facilitation by Tony DeSanctis and Kim Swenson, Cornerstone Advisors.

  • Day 1

  • Day 2

  • Day 3

Day 1

11:00 - 11:15 AM

Introduction and Game Plan

11:15 - 12:15 PM

Payment Trends in the Industry

This session will cover trends in payments that every bank needs to be monitoring. From the impacts of COVID to the long-term impacts of margin compression, payments is changing. How do we consider these impacts in our long-term payments planning?

12:15 - 1:00 PM


1:00 - 2:00 PM

Debit Card: Keys to Success

Debit card is the largest revenue generator in payments for most financial institutions. This session covers how to acquire, grow, and retain your customers. We discuss strategies to enhance revenue and minimize expenses in your debit business. What are the best ways to drive incremental spend and usage on your debits cards and ensure you maintain your primary banking relationship with your most important clients?

2:00 - 2:15 PM


2:15 - 3:15 PM

Digital Landscape & Trends

Digital and Payments are converging in a way that has made them interdependent. We will cover key trends and customer expectations related to digital. We will discuss the integration points between your digital and payments strategy. Your digital experience must be striving towards key capabilities to remain competitive with fintech and other players in the market.

3:15 - 3:30 PM



3:30 - 4:30 PM

Customer Onboarding through Journey Mapping

Customer onboarding is the biggest opportunity to drive profitable long-term relationships. Onboarding does not end when the customer opens the account and walks out of the branch. This session will discuss how you create and implement onboarding strategies through journey mapping. This is critical to ensure you are driving usage and adoption of your payments products during the new account onboarding process.

4:30 - 4:45 PM

Wrap Up Day One

Day 2

11:00 - 11:15 AM

Welcome Back - Questions and Game Plan

11:15 - 12:15 PM

Fintech Landscape

Your competitors are no longer just the bank across the street. Whether large tech companies like Google & Amazon or fintechs like Chime & SoFi, competitors other than financial institutions are disrupting the landscape and impacting your margins and customer loyalty. This session will cover the current landscape and potential impacts to profitability and discuss how to compete in this space.

12:15 - 1:00 PM


1:00 - 1:30 PM

Fraud - The Balancing Act

Payments fraud has evolved well beyond traditional point of sale and counterfeit cards. The growth in digital and card not present has led to change in fraud strategy. There is a need to ensure fraud strategies protect customers while still allowing them to use their payment products. This session will discuss how to balance these priorities while minimizing the impact of fraud on the bottom line.

1:30 - 2:30 PM

Credit Card Keys to Success

Credit card has been the most competitive space for most financial institutions. The top 10 own over 75% of the market. This session will review consumer payments preferences, market trends, and competitive opportunities. How do you leverage rewards, product strategy and overall relationships to grow your credit card business?

2:30 - 2:45 PM

Wrap Up Day Two


One-on-One Strategy Sessions (by appointment)

Day 3


One-on-One Strategy Sessions (by appointment)


One-on-One Strategy Sessions (by appointment)

1:00 - 2:00 PM

Payments Vendor Managements & Contract Strategies

Vendors are critical to the success of your payments business. The technology and experience you can deploy is very dependent on your vendors and how you leverage them. This session will discuss opportunities to improve your vendor relationships. Whether the ongoing management of the relationship or identifying opportunities to reduce your cost structure, vendor management is critical to your success as a bank in the payments space.

2:00 - 3:00 PM

Card Marketing Strategies

Marketing is one of the most underleveraged opportunities within payments in part because it is typically limited to new account marketing. We will discuss the evolution of card marketing to include new and existing account marketing as well as digital, social media, and traditional marketing. How do you market payments to ensure you engage with your customers while maintaining and growing your market share and revenue.

3:00 - 3:15 PM


3:15 - 4:30 PM

Best in Class Payments Management

This session is the culmination of Payments School. It brings together all the previous sessions into a framework and model for thinking about your payments business moving forward. What are the direct and indirect resources necessary for a successful payments business?

4:30 - 4:45 PM

Closing Remarks

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Speakers and sessions subject to change.

Keep Me Informed

Get updates on the next session of the Payments Strategy School. Contact Susan Bonney if you have any questions.