Chief Information Officer Roundtable

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

Sep. 30 - Oct. 2, 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.

Roundtable Facilitators


Quintin Sykes
Managing Director

Quintin has nearly 30 years of technology and operations experience in financial services companies. He has served in multiple executive roles in consulting firms.


Brad Smith
Managing Director

Brad Smith leads Technology Solutions for Cornerstone Advisors including vendor performance management, technology assessments, systems selections, implementations and conversions. He leads both the team and clients through adoption of technology best practices. Brad’s prior experience includes founding and leading bank consulting firm Abound Resources and managing Deloitte’s community bank technology practice.


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.


  • Business Intelligence and Analytics Success
  • Digital and Integration Strategies
  • Developing the Next Generation of IT Leadership
  • Sourcing Commoditized IT Services: Stay in-house or partner?
  • A Fresh Look at Core Transformation Approaches, Strategic Applications and Vendors
  • Trends and Tech Governance

Event Format

Sunday, September 30, 2018 (optional)
Noon – 4:00 p.m. – Golf Outing or Explore on Your Own
6:00 p.m. – Cocktails, Dinner, and Networking 

Monday, October 1, 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, October 2, 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)
  Fee: $250 (attendees responsibility)  
  Club Rental: $85 (includes 6 balls)

Dress code for this event is business casual.

Ready to Register?

Reserve Your Spot Now!