Credit Union Chief Executive Officer Roundtable

*We appreciate that you have an interest in our Roundtable events. Unfortunately, due to the impact of COVID-19, we have decided to postpone all events for the time being. We will be monitoring the evolution of this situation closely and, if you are interested, will notify you when we reschedule the roundtables.

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


Dana Point, CA

Monarch Beach Resort




Registration Cost


Cornerstone Advisors strives to bring you the most up-to-date industry topics, along with other executives who share your focus.  Designed to provide education and networking opportunities; the agenda is tailored to encourage sharing of experiences and knowledge with your peers, all in a casual environment.

Sunday, April 26, 2020
12:00 p.m.
6:00 p.m. – Hosted Welcome Reception and Dinner**

Monday, April 27, 2020
7:30 – 8:30 a.m. – Breakfast and Networking
8:30 a.m. – 4:30 p.m. – Roundtable Day 1
6:00 p.m. – Hosted Reception and Dinner**
*Guests are welcome to the receptions and dinners

Tuesday, April 28, 2020
7:30 – 8:30 a.m. – Breakfast and Networking
8:30 a.m. – 2:00 p.m. – Roundtable Day 2
2:00 p.m. – Depart for Airport


Monarch Beach Resort offers guests an unmatched escape that embodies the barefoot elegance of Southern California’s coastal lifestyle. In addition to their pristine beach, refreshingly modern accommodations, and celebrated beach side dining, resort guests enjoy warm, personalized service from Monarch Beach Resort Hosts and unique experiences for every age and interest. 
Monarch Beach Resort
One Monarch Beach Resort
Group Room Rate: $325/night


Sunday, April 26, 2020
Monarch Beach Golf Links
Tee Time: 12:00 pm
Green Fees: $290 (*Attendee's responsibility)
Club Rentals: $80 (*Attendee's responsibility)

Monarch Beach Golf



Monday and Tuesday
New for 2020!
While the CEOs are working together during the day, we like to offer a few options for your guests to enjoy.  We are setting up a group spa day, as well as another excursion.  More information will be forthcoming, so please watch your email!

For more information, please call 480.990.5707 or 

Dress code for this event is business casual.

A cancellation fee of 50% of registration costs will be applied for cancellations received between 29 to 10 days before the annual Roundtable. No refund will be issued for cancellations received less than 10 days before the first day of the Roundtable.


Register Here

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