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September 2018

Mid-Size Bank CIO Roundtable

September 16 - September 18

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.

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

Credit Union Chief Financial Officer Roundtable

September 18 - September 20

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

Vincent Hui
Senior Director
Jim Trautwein
Senior Director
Emily Waite
Client Relations Director

Credit Union HR Roundtable

September 23 - September 25

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 Relations Director
October 2018

Regional Bank CIO Roundtable

October 21 - October 23

An executive exchange providing a private forum for CIOs of banks with assets over $10B - $40B. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Quintin Sykes
Managing Director
Jim Trautwein
Senior Director
Emily Waite
Client Relations Director
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