Cornerstone Advisors can ensure the successful development of your organization’s Strategic Plan using our knowledge of best practices and expertise from helping hundreds of clients.

Development of a strategic plan must be linked with practical strategies, tactics and initiatives that move the bank or credit union toward achieving its stated purpose.

As a result of our focus to develop and implement strategies to improve your competitive position and bottom line, you will realize:

  • Maximized shareholder and member value
  • New and innovative competitive strategies
  • Revenue enhancement
  • Operating efficiencies
  • Accountability for execution
  • Continued measurement through performance scorecards
Upcoming Events

GonzoBanker Chief Information Officer Roundtable 2017

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

Core System Vendors: New Kids on the Block

While new core system vendors bring more modern architecture and user interfaces to the table, bankers need to do their homework before signing on with these players.

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.

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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Kaleb Seymour specializes in strategic planning, channels, mergers, and wealth management at Cornerstone Advisors. He helps solve complex problems and

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Tristan Green specializes in strategic planning at Cornerstone Advisors. Tristan’s prior experience includes retail sales management and business development. Tristan

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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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Tim Daley specializes in channels, mobile, and web banking at Cornerstone Advisors. Tim helps clients navigate shifting channel preferences and

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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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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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