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April 2019

Cornerstone Advisor’s – Credit Union CIO Roundtable

April 28 - April 30

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

Brad Smith
Managing Director
Jim Trautwein
Senior Director
Emily Waite
Client Relations & Education Director

May 2019

Cornerstone Advisor’s – Credit Union Retail Delivery & Operations Roundtable

May 12 - May 14

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

Ryan Brogan
Director
Ryan Myers
Director
Emily Waite
Client Relations Director

Cornerstone Advisor’s – PMO Roundtable

May 19 - May 21

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

Alison Van Pelt, PMP
Senior Director
Emily Waite
Client Relations Director
Jim Olszewski
Director

Cornerstone Advisor’s – Credit Union Mortgage Roundtable

May 21 - May 23

An exchange providing a private forum for credit union mortgage executives 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
Emily Waite
Client Relations Director

September 2019

Cornerstone Advisor’s – 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 Relations Director
Onker Basu
Senior Director
Vincent Hui
Managing Director
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