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December 2017

CUES Directors Conference 2017

December 12

Pardon the Interruption: The Credit Union of the Future This fast-paced and candid session explores various components of what the credit union of the future will look like, including the branch of the future, the impact of digital payments, and the impact of fintech on the financial industry. Cornerstone’s Terence…

Terence Roche
Partner
January 2018

Acquired or Be Acquired 2018: Using Benchmarking & Contract Negotiation to Create New Merger Value

January 29, 2018 - January 30, 2018

Smart resource decisions in staffing, delivery, vendors, and contracts dramatically improve merger value and future acquisition currency. This session will cover how to get it done right with several from-the-merger-trenches examples from Cornerstone Advisors’ national bank consulting practice.

Steve Williams
Partner
Ryan Rackley
Senior Director

Acquired or Be Acquired 2018: Technologies That Let You Play Big

January 29, 2018 - January 30, 2018

Numerous financial technology companies are developing new strategies, practices and products that will dramatically influence the future of banking. Partnerships between a bank and a technology company can take on many forms — largely based on an institution’s available capital, risk appetite and strategic goals. Today, community banks have room…

Vincent Hui
Senior Director
February 2018

Credit Union Chief Lending Officer Roundtable

February 4, 2018 - February 6, 2018

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
Director
Emily Waite
Client Relations and Education Director

Credit Union Mortgage Lending Roundtable

February 6, 2018 - February 8, 2018

An executive exchange for mortgage executives to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Emily Waite
Client Relations and Education Director
Eric Weikart
Partner
Daryl Jones
Director
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