Credit Union CFO Roundtable

2019 Roundtable Topics

2020 Action Plan to Drive Performance : Best practices from high performers in loan growth, non-interest income and operating efficiency
Projects on the Bubble: What do you do with projects with questionable ROIs in a downturn?
The Economics of Digital Sales: Online account opening case study
Payments Revenue Benchmarking: Key opportunities for non-interest income growth
Analytics with Impact: Participant sharing of key successes during 2019

Tuesday, September 10, 2019 (optional)
Noon – 4:00 p.m. – Explore on Your Own
6:00 p.m. – Hosted Welcome Reception and Dinner

Wednesday, September 11, 2019
7:30 – 8:30 a.m. – Breakfast and Networking
8:30 – 4:00 p.m. – Roundtable Discussions
6:00 p.m. – Hosted Reception and Dinner

Thursday, September 12, 2019
7:30 – 8:30 a.m. – Breakfast and Networking
8:30 – 11:30 a.m. – Roundtable Discussions
11:30 a.m. – Adjourn

HOTEL INFO

InterContinental Mark Hopkins
455 North Park Drive
Group Room Rate: $299/night
Hotel Reservation Link

For more information, please call 480.990.5707 or mgothan@crnrstone.com

Dress code for this event is business casual.

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

A cancellation fee of 50% of registration costs will be applied for cancellations received between 29 to 10 days before the annual Roundtable. No refund will be issued for cancellations received less than 10 days before the first day of the Roundtable.

Emily Waite connects communities and leads Executive Roundtables at Cornerstone Advisors. The small, private roundtables of bank and credit union executives that Emily assembles allow peers to collaborate, share best practices and new strategies.

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.

Ryan Rackley specializes in contract negotiations, payments, mergers, branches, and technology at Cornerstone Advisors. He helps clients reduce vendor costs through effective contract negotiations and increase non-interest income through payments revenue generation. Ryan’s prior experience includes contract negotiation, information technology, and analytics at a midsize bank and a technology infrastructure firm.

Credit Union Chief Financial Officers Roundtable

San Francisco, CA

InterContinental Mark Hopkins

September 10-12

2019

$1,595

Registration Cost

2019 Roundtable Topics

AGENDA

FACILITATORS

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