Credit Union Payments Roundtable

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

November 4-6, 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.


  • Top Initiatives and Challenges: cards/payments
  • Build-out and evaluate KPIs based on YOUR data
  • Strategy Payments Plan: design and create
  • Cornerstone Corner: Payment disruptors and trends
  • Payments Manager: Define the optimal role with recommendations on how to achieve

Roundtable Facilitators


Tony DeSanctis
Senior Director

Tony is a 20+ year seasoned senior financial services executive with a track record of managing product, operational and analytical organizations, re-engineering processes, launching products, optimizing customer relationships and generating incremental revenue.


Brandi Gregory
Senior Director

 Brandi Gregory has over 15 years of experience working in the financial services industry with an emphasis on relationship management, payments, and contract negotiations. She uses her analytical skills and expertise in the payments arena to help clients improve their financial performance through optimization of their credit and debit card businesses.


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

Monday, November 5, 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, November 6, 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 15, 2018