Chief Executive Officer Roundtable

An executive exchange for credit union CEOs to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

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April 15-17, 2018

 

 

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Actionable Data

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

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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.

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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

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Steve Williams
Partner

Steve is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being a banker with Chase, finance wonk at Arthur Anderson & Co., director of a publicly traded bank, and managing director with M One.

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Scott Sommer
President & CEO

Scott Sommer is a founder of Cornerstone Advisors and specializes in strategic planning, mergers, and acquisitions. Sommer’s prior experience includes executive management at Integrated Information Systems (a software development and consulting company) and practicing law in mergers, acquisitions, and corporate litigation.

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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

  • Cybersecurity: What keeps you up at night?
  • 3 Questions You Need to Ask Your CIO
  • Vendor Performance Management
  • 3 Credit Unions Great at Growing Business Deposits
  • 3 CUSOs Getting it Done
  • Addressing Frontline Retention and Recruitment Challenges

Event Format

Sunday, April 15, 2018 (optional)

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

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

 

Monday, April 16, 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, April 17, 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?

 

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