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November 2018

Credit Union Payments Roundtable

November 4 @ 8:00 am - November 6 @ 5:00 pm MST

An executive exchange for Credit Union 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 Relations Director

Regional Bank CIO Roundtable

November 11 - November 13

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

Credit Union Digital Channel Roundtable

November 14 - November 16

An executive exchange for credit union CIOs, CMOs, and Chief Digital Officers to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Jim Burson
Senior Director
Ryan Rackley
Senior Director
Tim Daley
Director
Emily Waite
Client Relations Director
February 2019

Cornerstone Advisors – Credit Union CLO Roundtable

February 5, 2019 - February 7, 2019

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
Emily Waite
Client Relations Director
March 2019

Cornerstone Advisor’s – Bank CIO Roundtable

March 19, 2019 - March 21, 2019

An executive exchange providing a private forum for bank 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
Quintin Sykes
Managing Director
Emily Waite
Client Relations Director
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