Chief Retail Officer Roundtable

An executive exchange providing a private forum for bank retail officers to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

April 10 - 12, 2018

Fairmont Grand Del Mar - San Diego, CA




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


Sam Kilmer
Senior Director

Sam 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.


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.

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, April 10, 2018 (optional)

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

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


Wednesday, April 11, 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, April 12, 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?