Regional Bank CIO Roundtable

An executive exchange providing a private forum for CIOs of banks with assets over $10B - $50B. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.


November 11-13, 2018


InterContinental Mark Hopkins
San Francisco, 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.

Roundtable Topics

  • Business Intelligence and Analytics Success
  • Integration Strategies to Enable Rapid Best-of-Breed Deployment
  • Developing the Next Generation of IT Leadership
  • Sourcing Commoditized IT Services: Stay In-House or Partner?
  • A Fresh Look at Core Transformation Approaches and Vendors

Roundtable Facilitators


Quintin Sykes
Managing Director

Quintin co-leads Technology Solutions for Cornerstone Advisors, with a focus on technology strategy, system selection, and implementation services to regional financial institutions. With over 30 years of experience in financial services, he has also served as CIO of a $15 billion bank, founder of Crescent Consulting Group, LLC, and Community of Practice Leader for Hitachi Consulting’s financial services practice.


Jim Trautwein
Senior Director

Jim Trautwein specializes in information technology at Cornerstone Advisors. He has helped several financial institutions gain value and performance from their technology investments and resources. Jim was the Chief Information Officer for a $7 billion asset community bank. He was also a consultant with KPMG, servicing Fortune 500 and other companies of all sizes.

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.


Event Format

Sunday, November 11, 2018 (optional)
6:00 p.m. – Cocktails, Dinner, and Networking

Monday, November 12, 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, November 13, 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?

Reserve Your Spot Now!

Registration Deadline is October 17, 2018