Chief Retail Officer Roundtable

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

March 6 - 8, 2018

Villas of Grand Cypress - Orlando, FL




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


Jim Burson
Senior Director

Jim specializes in strategic and Delivery Channel planning 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.


Sam Kilmer
Senior Director

Sam Kilmer specializes in strategic planning, marketing, and delivery at Cornerstone Advisors.  Sam’s prior experience includes strategy, analytics, digital delivery, and marketing leadership at two midsize banks and two fintech firms, most recently Harland Financial Solutions.


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.

Roundtable Topics

  • Delivery Transformation: The new role of people
    • Branch and digital convergence
    • Culture, staffing, ownership
  • Digital Discovery & Onboarding: The New Battleground
  • Changing Branch Footprint: When do you know it’s the right investment
  • The New Performance Scorecard for Associates and Teams
  • Changing Products & Bundles: Delivery Differentiation

Event Format

Tuesday, March 6, 2018 (optional)

Noon – 4:00 p.m. – Golf Outing or Explore on Your Own

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


Wednesday, March 7, 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, March 8, 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?