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February 2020

2020 Credit Union CLO Roundtable

February 10, 2020 - February 12, 2020

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

Eric Weikart
Partner
Daryl Jones
Senior Director
Michelle Gothan
Marketing Coordinator

April 2020

2020 Bank Chief Executive Officer Roundtable

April 6, 2020 - April 8, 2020

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

Scott Sommer
CEO & Partner
Steve Williams
President & Partner
Emily Waite
Director of Client Relations

Credit Union Chief Executive Officer Roundtable

April 26, 2020 - April 28, 2020

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

Scott Sommer
CEO & Partner
Steve Williams
President & Partner
Emily Waite
Director of Client Relations

May 2020

2020 PMO Roundtable

May 13, 2020 - May 15, 2020

An executive exchange providing a private forum for financial institution project management executives to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.

Emily Waite
Director of Client Development
Michelle Gothan
Marketing Coordinator

Credit Union Retail Delivery & Operations Roundtable

May 17, 2020 - May 19, 2020

An executive exchange providing a private forum for credit union Retail & Operations Executives to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.

Ryan Myers
Director
Ryan Brogan
Director
Emily Waite
Director of Client Relations
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