Consulting Services

We combine a deep understanding of banking and credit union industries with a knowledge of best practices and future-state technologies.


Unique, phased methodology to create a strategic vision aimed at a profitable future.


Your needs are addressed quickly to provide a final contract that is competitive and is focused on future growth.


Significant opportunities to recapture costs, gain market share and increase shareholder value.


Manage a growing and complex technology environment to maximize returns.


Focus on measurable productivity improvements while retaining franchise value of each organization.


Unique approach to solve your biggest vendor management headaches.


Tighten up your payments program to increase your bottom line.


Do you have a handle on the risks facing your institution?


Our team of experts can help you choose the system that’s right for you and ensure a seamless implementation.


Integrated services and proprietary research to increase return on channels.


Straight-from-front knowledge and energetic audience engagement from keynote speeches to online learning sessions.

Discover how Cornerstone Advisors can help your institution.

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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 strategic planning, marketing, and delivery at Cornerstone Advisors.  Sam’s prior experience includes strategy, analytics, digital delivery,

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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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2017 Cornerstone Performance Report for Banks

The 2017 Cornerstone Performance Report for Banks analyzes the latest trends and developments in banking gathered from working directly with banks nationwide.

Credit Union Project Management Roundtable

We will be hosting for the first time, a new Credit Union Project Management Roundtable this Spring. This event will bring together project managers and executives to collaborate on the challenges we experience managing strategic and tactical projects in a credit union organization.

Acquire or Be Acquired 2018: Breaks, Bulls and Business Models

AOBA 2018: a big party packed with acquirers, sellers, investment bankers and attorneys full of big plans for the year ahead.

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