Cornerstone Advisors: Ask the Experts Webinar Series
Cornerstone Advisors has delivered gritty insights, bold strategies, and data-driven solutions to build smarter banks. Using their data to help drive your decisions, let them help you make smarter decisions faster, helping your bank outpace its competition.
3-Part Webinar Series with MBA|VBA partner, Cornerstone
Advisors -
Register to attend individual sessions or the full
series!
Part 1: Vendor Management | February 19 | 10:00am EST
As vendor networks grow and interagency regulatory scrutiny
increases, leading banks are re-evaluating how they select
partners, set expectations, manage performance, and monitor
risk.
This session will break down the essentials of effective vendor
management — from establishing clear direction and building
strong vendor relationships to contracting well and ensuring
continuous, compliant oversight. Attendees will gain actionable
guidance for creating a vendor management framework that supports
organizational growth, improves operational efficiency, and
maintains regulatory confidence.
- Complete vendor performance and relationship management
- All-in, results-focused approach and culture
- Selecting the right vendor
- Contracting well
- Managing risk and monitoring performance consistently
Part 2: What’s Going On in Banking 2026: AI, Crypto, and Fraud – Oh My! | February 25 | 1:00pm EST
The past year did not get any easier for bankers. Economic
uncertainty lingered. Fraud losses mounted. Technology costs
climbed. Competition from fintechs and crypto-native players
intensified.
And yet, bankers remain optimistic.
Join Chief Research Officer Ron Shevlin and CEO & Founding
Partner Steve Williams for What’s Going On in Banking 2026: AI,
Crypto, and Fraud—Oh My! to learn how more than 400
forward-thinking banks are responding to the forces reshaping the
industry.
View the full 2026 – What’s Going On In Banking
report
here.
Part 3: Technology Roadmap | March 17 | 10:00am EST
This webinar will explore:
- How leading banks build enterprise technology roadmaps that directly support business growth, risk management, and operational efficiency
- How a well-constructed technology roadmap can serve as a strategic tool to balance innovation with risk management
- How financial institutions can prioritize initiatives, manage dependencies, and align resources to drive consistent execution
Meet the Speakers:
Stacey Bryant, Cornerstone Advisors
Stacey Bryant is the Director of Client Development at
Cornerstone Advisors, where she partners with bank leaders to
uncover challenges and bring their strategic goals to life. With
nearly 20 years of experience in community banking, credit
unions, and fintech, Stacey understands the balance between
meeting operational demands and serving the real needs of
members, especially those who are underserved.
At Cornerstone, Stacey helps banks transform the foundation of
their vendor relationships. She and her team create contract
roadmaps that align with each bank’s strategic plan and use
proprietary benchmarking tools and peer data to secure the best
pricing and performance. These savings allow banks to reinvest in
transformational initiatives that scale their people, processes,
and technology—while staying true to their mission. Stacey brings
curiosity, diverse perspective, and practical expertise to her
role. She helps banks reimagine their relevance in a
fast-changing financial landscape, translating mission into
margin and ensuring lasting impact for customers.
Josh Layne, Cornerstone Advisors
Josh Layne brings nearly 20 years of experience in banking,
credit unions, and financial technology to Cornerstone Advisors,
with a focus on building practical, results-driven vendor
management programs. He has worked directly with financial
institutions and led teams of success specialists to design and
implement right-sized solutions tailored to each organization’s
needs. Josh combines deep industry knowledge with a
collaborative, human approach that community banking leaders
value in long-term partners.
Josh has played a key role in shaping vendor management software
platforms, contributing across the full lifecycle—from concept
development and roadmap planning to scoping, testing, release,
and client training. He is a strong advocate for clients,
regularly sharing insights through public speaking and industry
communications to elevate service levels and client
experiences.
A founding employee of Maple Street, Josh spent 18 years in roles
spanning sales, marketing, contract negotiation, software
development, team leadership, and executive management. Earlier
in his career, he worked in technology sales and digital
marketing. Josh holds a BA in History from Florida State
University, a Certificate in Leadership from the University of
Notre Dame’s Mendoza School of Business, and multiple banking
risk and compliance certifications.
Sandeep Balan, Cornerstone Advisors
Sandeep Balan brings more than two decades of leadership expertise in banking, fintech, and digital technology delivery to Cornerstone Advisors. As managing director for technology strategy and advisory, he is focused on financial institutions successfully building an efficient future centric organization and achieving their digital, lending, payments, and core strategy. Sandeep is a thought leader who is highly skilled in leading efforts on IT strategy, enterprise architecture, application and infrastructure modernization, and risk and compliance.
Questions? Contact Amy Binns.



