Drawing Back the Curtain On Vendor Pricing Sheets

Drawing Back the Curtain On Vendor Pricing Sheets
Tuesday, May 23, 2017
2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

In today’s market, a lack of pricing transparency can, at times, make it difficult for senior financial officers to accurately scrutinize vendor contracts for costs and associated pricing fairness. Vendors do not publish list prices and non-disclosure agreements largely keep market pricing opaque.  Negotiated discounts also routinely leave financial institutions paying above market rates. 

Find out how to rise above these challenges during our upcoming webinar, Drawing Back the Curtain on Vendor Pricing: How to Adapt in Contract Negotiations.  Co-founder and Principal at Cornerstone Advisors, Terence Roche will explain how you can adapt to this systemic vendor market peculiarity and better explore pricing approaches and market spend trends.  Using hundreds of national data inputs, Terence will provide you with a more comprehensive understanding of: 

• Current trends in market spending on tech and payments
• Insights into the pricing secrets found in the vendor market
• Contract negotiation tips and best practices on how to reach fair agreements
• How to identify specific points of leverage you can utilize during the negotiation process


Terence Roche
Principal, Cornerstone Advisors

A co-founder of Cornerstone Advisors, Terence Roche brings to the firm 40 years of experience in bank operations and consulting. Terence has directly managed over 50 System Selection processes and written numerous Technology Plans. He has directed several Organizational Assessments and Process Redesign engagements, and he has performed assessments of corporate and functional job titles and incentive plans. He frequently works with Boards on governance issues.

Terence has been invited to speak before various bank, credit union and vendor conferences. He taught at banking schools for the Bank Administration Institute, America’s Community Bankers and the Credit Union Executives Society. He served as a faculty member at the University of Wisconsin Graduate School of Banking and CUES Management Institute. He is among the authors of The Mid-Sized Bank Study 2002, The Cornerstone Report: Benchmarks & Best Practices for Mid-Size Banks and The Cornerstone Report: Benchmarks & Best Practices for Credit Unions. Terence is a regular contributing author for GonzoBanker, Cornerstone’s well regarded industry blog, and he has been published in numerous banking periodicals, including American Banker, BAI Banking Strategies, Bank Technology News, Independent Banker, and CU Management magazine, a CUES publication.

Prior to founding Cornerstone, Terence was a Managing Director at M ONE, Inc., where he built the firm's highly successful vendor selection practice. Before M ONE, Terence held several senior level positions at mid-size banks, including Retail Division Manager, Chief Information Officer and Human Resources Director.

Registration to the live session includes:

  • One online connection
  • CPE credit for registrant
  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date. Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live event.

Credit Hours

Earn up to 1.5 hours of CPE credit.
  • Level: Basic to Intermediate
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Specialized Knowledge
  • Instructional Method: Live-Group

For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.


Member: Complimentary 
Non-member: $295  

5/23/2017 - 5/23/2017
United States

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