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September 2019

Cornerstone Advisors – Bank CFO Roundtable

September 8 - September 10

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

Emily Waite
Client Development Director
Onker Basu
Senior Director
Vincent Hui
Managing Director

Cornerstone Advisors – Credit Union CFO Roundtable

September 10 - September 12

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

Steve Williams
President & Partner
Emily Waite
Client Development Director
Ryan Rackley
Managing Director

Cornerstone Advisors – Credit Union Talent Management & Leadership Roundtable

September 22 - September 24

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.

Terence Roche
Partner
Emily Waite
Client Development Director

October 2019

Cornerstone Advisors – Credit Union Payments Roundtable

October 6 - October 8

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

Brandi Gregory
Senior Director
Tony DeSanctis
Senior Director
Emily Waite
Client Development Director

Cornerstone Advisors’ Credit Union Digital Sales & Marketing Roundtable

October 16 - October 18
Emily Waite
Director of Client Relations
Jim Burson
Managing Director
Sam Kilmer
Senior Director
Amanda Swanson
Senior Consultant
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