Mid-Size Bank CIO Roundtable

An executive exchange providing a private forum for CIOs of banks with assets between $1B - $10B. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

September 16-18, 2018

Fairmont Grand Del Mar  San Diego, CA


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 Topics

  • Business Intelligence and Analytics Success
  • Integration Strategies to Enable Rapid Best-of-Breed Deployment
  • Developing the Next Generation of IT Leadership
  • Sourcing Commoditized IT Services: Stay In-House or Partner?
  • A Fresh Look at Core Transformation Approaches and Vendors

Roundtable Facilitators


Jim Trautwein
Senior Director

Jim Trautwein specializes in information technology at Cornerstone Advisors. He has helped several financial institutions gain value and performance from their technology investments and resources. Jim was the Chief Information Officer for a $7 billion asset community bank. He was also a consultant with KPMG, servicing Fortune 500 and other companies of all sizes.


Brad Smith
Managing Director

Brad co-leads Technology Solutions for Cornerstone Advisors including vendor performance management, technology assessments, systems selections, implementations and conversions. He leads both the team and clients through adoption of technology best practices. Brad’s prior experience includes founding and leading bank consulting firm Abound Resources and managing Deloitte’s community bank technology practice. 


Emily Waite
Client Relations & Education Director

Emily leads Executive 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 16, 2018 (optional)
Noon – 4:00 p.m. – Golf Outing or Explore on Your Own
6:00 p.m. – Cocktails, Dinner, and Networking

Monday, September 17, 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 18, 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: Grand Golf Club (on property)
  Golf Fee: $150 (attendees responsibility) - Please note that the course is being aerified.
  Club Rental: $85 (includes 6 balls)

Dress code for this event is business casual.

Ready to Register?

Reserve Your Spot Now!