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.

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.

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

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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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