Credit Union HR Roundtable

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

September 23-25, 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.


  • Succession Planning: How deep in the organization do we go?
  • Outsourcing: What jobs demand talent we can't hire?
  • The Role Of The Branch Manager/ Front Line In The Digital Age: What is the vision for the front line as we become more digitally focused?
    • Job descriptions
    • Expectations
    • How does this translate into compensation?
  • What Responsibilities Should Reside In HR That Are Not There Today?
  • Reality Check On Remote Employees And "Flexible Schedules"
  • Superstar Recognition: How are you dealing with exceptional talent?

Roundtable Facilitators


Terence Roche

Terence is a founder of Cornerstone Advisors. He specializes in strategic planning, payments, system selections, and human resources. His prior experience includes chief information officer, retail division manager, and human resources director at mid-size banks and managing director at M One. 




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, September 23, 2018 (optional)
Noon – 4:00 p.m. – Golf Outing or Explore on Your Own
6:00 p.m. – Cocktails, Dinner, and Networking

Monday, September 24, 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, September 25, 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: Camelback Golf Club (.5 miles from Omni)
  Fee: $59 (includes cart)
  Club Rental: $60

Dress code for this event is business casual.

Ready to Register?


Reserve Your Spot Now!