Card Processor Negotiations

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.

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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