Chief Financial Officer Roundtable

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

September 18-20, 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.


  • Where Should Data Analytics and Business Intelligence live at Your CU?
  • R&D Spend: Where should we focus and how much?
  • Best Practices for IT in the CFO World
  • Success Metrics for a Merger
  • Managing Net Interest Margin and Earnings in a Raising Rate Environment
  • Concentration Risk Beyond the Balance Sheet: Geography, membership, credit risk, earnings, etc.
  • Cost Benefits and Risks to Keeping vs Changing Legacy Systems
  • Considering a Charter Change to Drive Economic Value and Growth

Roundtable Facilitators


Vincent Hui
Senior Director

Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s prior experience includes chief operating officer at a midsize bank and senior management at both Washington Mutual/Chase and Accenture.


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 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

Tuesday, September 18, 2018 (optional)
Noon – 4:00 p.m. – Golf Outing or Explore on Your Own
6:00 p.m. – Cocktails, Dinner, and Networking

Wednesday, September 19, 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

Thursday, September 20, 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: $150 (attendees responsibility) - Please note that the course is being aerified.
  Club Rental: $85 (includes 6 balls)

Dress code for this event is business casual.

Ready to Register?


Reserve Your Spot Now!