Chief Lending Officer Roundtable

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

February 4 - 6, 2018

Villas of Grand Cypress -Orlando, FL




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 Facilitators


Eric Weikart

Eric 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. 


Daryl Jones

Daryl specializes in consumer lending, mortgage lending, performance and process improvement at Cornerstone Advisors. Daryl helps clients by leading performance improvement projects, developing processes and providing system selection services. 


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

  • The Future of Indirect Lending
    • Potential strategies related to the decline in auto lending
  • What’s Trending in Lending Technology
    • New & emerging lending trends and technology in the community lending space
  • Member Focused Lending
    • Explore strategies, techniques and technology improving the lending experience.
  • Driving Digital Growth
    • What’s working & what’s not
    • How important is a “mobile first” strategy?
  • Artificial Intelligence
    • Incorporating AI into underwriting & portfolio monitoring

Event Format

Sunday, February 4, 2018 (optional)

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

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


Monday, February 5, 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, February 6, 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?