CCROI

Adobe to Acquire Marketo: So What?

Adobe’s acquisition of Marketo shows us just how hot digital marketing automation is right now.

Regional Bank Chief Information Officer ($10B+ Assets)

An executive exchange providing a private forum for CIOs of banks with assets over $10B – $50B. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Data Sharing and Privacy: Fintech Users’ Delusions and Deceptions

The onus is on banks–not fintechs–to educate consumers on how data is shared.

Our Team

Scott Sommer is a founder of Cornerstone Advisors and specializes in strategic planning, mergers, and acquisitions. Sommer’s prior experience includes

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Terence Roche is a founder of Cornerstone Advisors. He specializes in strategic planning, payments, system selections, and human resources. His

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Steve Williams is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being

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Bob Roth leads Contract Negotiations and Payments for Cornerstone Advisors. Bob has negotiated hundreds of contracts with industry vendors resulting

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Eric Weikart leads Performance Solutions for Cornerstone Advisors. Eric quarterbacks a team specializing in improving performance, processes, and operating efficiency

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Brad Smith leads Technology Solutions for Cornerstone Advisors including vendor performance management, technology assessments, systems selections, implementations and conversions. He

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Quintin has nearly 30 years of technology and operations experience in financial services companies. He has served in multiple executive

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Sam Kilmer specializes in bank strategic & delivery planning as well as advisory for fintech, vendors and investors at Cornerstone

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Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including

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Andrea Lipo leads operations and information technology at Cornerstone Advisors. She leads process improvement, program management, strategy, and customer service

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Mary Anne Keegan leads Marketing at Cornerstone Advisors. Mary Anne’s prior experience includes leading marketing and corporate communications for global

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