Digital Channel 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.

Nov. 14-16 2018

Omni Scottsdale Resort at Montelucia
Scottsdale, AZ

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


Jim Burson
Senior Director

Jim Burson brings a deep knowledge of the financial services industry as well as a wide range of executive management and business planning experience to Cornerstone Advisors.


Timothy Daley
Managing Director

Tim Daley applies more than a decade of financial services experience in technology, business process analysis, project management, compliance and various information technology solutions to helping Cornerstone Advisors clients realize significant strategic technology, financial and efficiency gains.


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

Wednesday, November 14, 2018 (optional)
Noon – 4:00 p.m. – Golf Outing or Explore on Your Own
6:00 p.m. – Cocktails, Dinner, and Networking

Thursday, November 15, 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

Friday, November 16, 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:
  Course: Camelback Golf Club (.5 miles from Omni)
  Tee Time: 12:00 pm
  Fee: $139 (includes cart)
  Club Rental: $60

Dress code for this event is business casual.

Ready to Register?

Reserve Your Spot Now!

Registration Deadline is October 15th.