Credit Union CFO Roundtable

2019 Roundtable Topics

2020 Action Plan to Drive Performance
Projects on the Bubble
The Economics of Digital Sales
Payments Revenue Benchmarking
Analytics with Impact
What hot topics are you interested in?

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

Dress code for this event is business casual.

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

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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