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Bank CFO Roundtable

An executive exchange providing a private forum for bank CFOs. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.
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September 9-11, 2018
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Fairmont Grand Del Mar - San Diego, CA

 

 
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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 Williams 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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Eric Weikart
Partner

Eric Weikart leads Performance Solutions for Cornerstone Advisors. Eric quarterbacks a team specializing in improving performance, processes, and operating efficiency by deploying peer benchmark comparisons and best practices.
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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.

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Earn 8 CPE credit hours.
Cornerstone is now a NASBA sponsor.

  

Event Format

Sunday, September 9, 2018 (optional)

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

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

 

Monday, September 10, 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, September 11, 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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