Board & Executive Facilitation

 

Don’t let your Strategic Plan collect dust in the management team’s offices! We make sure the initiatives set forth in the Strategic Plan are put into action.

Cornerstone structures a scope of work that is flexible and fits your unique needs.

Process

  • Implement best practices to change the focus senior management meetings from departmental “updates” to tracking progress on Strategic Plan goals and objectives.
  • Work with lines of business and support areas to develop detailed departmental plans
  • Create staffing and productivity scorecards to make informed decisions.
  • Develop incentive plans that fit with the culture of the organization.
  • Organizational and reporting recommendations that increase success in strategic initiatives.
  • Create executive “dashboards” that hold departments accountable for their milestone results set forth in the Strategic Plan.
  • Apply successful project management methodologies and organizational discipline.
  • Facilitate board of directors’ education and governance sessions.

Will Customers Still Use Branches if They See a Great Digital Alternative?

Will a great digital banking experience shift the habit of branch usage? An examination of how quality delivery options control consumer behavior.

Bank Chief Financial Officer Roundtable

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

How Does Your Bank’s Marketing Performance Stack Up?

Calculate your Marketing Intensity Ratio to better assess marketing performance.

Meet the Team

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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Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s

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Jim Burson specializes in strategic and Delivery Channel planning at Cornerstone Advisors. Jim helps clients achieve improved revenue performance and

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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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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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