CCROI

Upcoming Events

GonzoBanker Chief Information Officer Roundtable 2017

Join experts from Cornerstone Advisors in an open group discussion about how bank CIOs will…

Five Things Banks Can Never Outsource

Choosing what to outsource is a crucial component of strategic planning. Choosing what not to outsource is even more crucial

Cornerstone Performance Report for Credit Unions 2016

The report, in its 10th year of publication, shows CEOs how they can pinpoint strategic initiatives by identifying potentially millions of dollars of performance improvements and cost-saving opportunities.

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 Sykes has nearly 30 years of technology and operations experience in financial services companies. He has served in consulting

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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 leads research at Cornerstone Advisors including the Cornerstone Performance Report and the Insight Vault. Cited often in the

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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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