Chief Operations Officer Roundtable

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

April 22 - 24, 2018

InterContinental Mark Hopkins - San Francisco, CA




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

Ryan Brogan Square.jpg

Ryan Brogan
Senior Consultant

Ryan specializes in contact center and lending performance improvement and benchmarking for Cornerstone Advisors. He helps financial institutions outperform their peers by recommending practical strategies to reduce costs, generate revenue, leverage technology and utilize data to drive smart business decisions.


Jim Burson
Senior Director

Jim Burson specializes in strategic and Delivery Channelplanning at Cornerstone Advisors. Jim helps clients achieve improved revenue performance and return on strategic capital. His prior experience includes chief revenue officer at a mid-sized bank, retail sales and strategy manager at PNC, consulting practice leader, analytics firm principal, and commercial banker.



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.

Event Format

Sunday, April 22, 2018 (optional)

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


Monday, April 23, 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, April 24, 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?