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.

September 9-11, 2018

Fairmont Grand Del Mar
San Diego, CA


Reserve Your Spot Now!




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.


  • Aligning Tech Spend with Strategic Objectives
  • Enterprise-wide Performance Management and Business Line Scorecards
  • Where Should Data Analytics and Business Intelligence Live at Your Bank?
  • R&D Spend: Where should we focus and how much?
  • Best Practices for IT in the CFO World
  • Managing Net Interest Margin and Earnings in a Raising Rate Environment
  • Concentration Risk Beyond the Balance Sheet: Geography, membership, credit risk, earnings, etc.

Roundtable Facilitators


Steve Williams

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.


Eric Weikart

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.


Emily Waite
Client Relations & Education Director

Emily leads Executive 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.


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

Golf Details:
  Tee Time: 12:00 pm
  Course: Grand Golf Club (on property)
  Golf Fee: $250 (attendees responsibility)
  Club Rental: $85 (includes 6 balls)

Dress code for this event is business casual.

Ready to Register?

Reserve Your Spot Now!