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April 2020

CU Direct Large Credit Union Roundtable

April 16
Steve Williams
President & Partner

Credit Union Chief Executive Officer Roundtable

April 26 - April 28

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

Scott Sommer
CEO & Partner
Steve Williams
President & Partner
Emily Waite
Director of Client Relations

May 2020

Pennsylvania Bankers Association Annual Conference

May 12 - May 16

Please join Jim Burson, Managing Director and Jennifer Wagner, Client Relations Director, as they participate in the annual Pennsylvania Bankers Association Annual Conference.

Jim Burson
Managing Director
Jennifer Wagner
Client Relations Director

2020 PMO Roundtable

May 13 - May 15

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

Emily Waite
Director of Client Development
Michelle Gothan
Marketing Coordinator

Indiana Bankers Association – Mega Conference

May 13

Join Cornerstone Advisors' Brad Smith as he provides insights into the complex world or Contracts at the Indiana Bankers Associations' Mega Conference.

Brad Smith
Managing Director
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