Credit Union Project Management Roundtable

We will be hosting for the first time, a new Credit Union Project Management Roundtable this Spring. This event will bring together project managers and executives to collaborate on the challenges we experience managing strategic and tactical projects in a credit union organization.

March 4 - 6, 2018

Villas of Grand Cypress - Orlando, FL




Actionable Data

Real-life operational analysis to help you develop strategies for your financial institution.


Peer Collaboration

There is strength in numbers! In our business, we have seen what can happen when executives get together and share challenges, identify opportunities and develop strategies to enhance performance and improve the bottom line.


The 'SO WHAT' of Industry Trends

Get straight to the point expert analysis of trends, research and planning insights based on Cornerstone Advisors’ research and real-world experiences.

Roundtable Facilitators

Alison Van Pelt square.jpg

Alison Van Pelt
Senior Director

Alison Van Pelt specializes in implementations, conversions, and project change management at Cornerstone Advisors. She helps clients transform their current business models, processes, and procedures to work with new systems and platforms.


Melissa Rogers

Melissa Rogers specializes in performance and process improvement at Cornerstone Advisors. Melissa helps clients facilitate the discovery, evaluation and planning process to identify actionable opportunities.


Emily Waite
Client Relations & Education Director

Emily leads Gonzobanker Roundtables at Cornerstone Advisors. Emily’s prior experience includes cash management officer leading sales in Treasury Management and Merchant Services for a large regional bank in the Southeast.

Roundtable Topics

  • How to improve excellence in project sponsorship
  • Agile/Scrum best practices
  • Using a hybrid agile/waterfall scheduling methodology
  • How does your project size up?  It’s all about metrics
  • Project Exit Strategies – When to call it quits

Event Format

Sunday, March 4, 2018 (optional)

Noon – 4:00 p.m. – Golf Outing or Explore on Your Own

6:00 p.m. – Cocktails, Dinner, and Networking


Monday, March 5, 2018

 7:30 – 8:30 a.m. – Breakfast and Networking

8:30 – 4:00 p.m. – Roundtable Discussions

5:45 p.m. – Reception and Dinner


Tuesday, March 6, 2018

 7:30 – 8:30 a.m. – Breakfast and Networking

8:30 – 11:30 a.m. – Roundtable Discussions

11:30 a.m. – Adjourn

Dress code for this event is business casual.

Ready to Register?