| When | What | Who | Where |
| Feb 5 | Wisconsin Bankers Association Bank Executives Conference | Keynote Speech: "A Guided Tour of the Best Practice Bank" Presenter: Vincent Hui, Senior Director, Cornerstone Advisors |
Milwaukee, WI |
| Feb 5-6 |
CUES Symposium 2013: A CEO/Chairman Exchange | "Creating the New Delivery Scorecard" Presenter: Terence Roche, Principal, Cornerstone Advisors |
Maui, HI |
| Feb 14 | EastPay Information Exchange Conference 2013 | "A Guided Tour of the Best Practice Financial Institutions" Presenter: Terence Roche, Principal, Cornerstone Advisors |
Orlando, FL |
| Feb 15 | Texas Bankers Association 10th Annual Technology Conference | "Synchronized Spending: Managing I.T. Spending and Payoff in a Tough Economic Environment" Presenter: Bill McFarland, Managing Director, Cornerstone Advisors |
Houston, TX |
| Feb 19 | ABA National Conference for Community Bankers | "10 Questions Bankers Should Ask Before Investing in New Technology" Presenter: Steve Williams, Principal, Cornerstone Advisors |
Orlando, FL |
| Mar 11 |
ABA Seminar for Presidents | "Maximizing Enterprise Value through Contract Management" Presenter: Bob Roth, Managing Director, Cornerstone Advisors |
Bonita Springs, FL |
| Mar 12 |
NAFCU Strategic Growth Conference | "Industry Reality Check: How Are Top Credit Unions Performing and Evolving" Presenter: Steve Williams, Principal, Cornerstone Advisors |
New Orleans, LA |
| Mar 14 |
CUES Credit Union Executive Dialogue | CEO Panel Discussion Facilitator: Vincent Hui, Senior Director, Cornerstone Advisors |
Miami, FL |
| Apr 7 |
Card Forum and Expo | Workshop: "Practical Payments Strategy for Small to Mid-Sized Issuers" Presenter: Ryan Rackley, Director, Cornerstone Advisors |
Boca Raton, FL |
| Apr 8-9 |
Gonzo Credit Union CEO Roundtable | Network with CEOs from credit unions with assets of $750 million+ | Phoenix, AZ |
| Apr 8-9 |
Gonzo Mid-Size Credit Union CEO Roundtable | Network with CEOs from credit unions with assets of $250 million to $750 million | Phoenix, AZ |
| Apr 22-23 |
Gonzo Credit Union Chief Lending Officers Roundtable | Network with executives and senior managers who oversee lending and credit risk management functions at $750 million+ credit unions | Scottsdale, AZ |
| Apr 22-23 |
SuperCommunity Bank CIO Forum | Discussions facilitated by experts from Cornerstone Advisors and Anat Bird of SCB Forums | San Antonio, TX |
| Apr 23 |
Getting a Grip on Delivery Channel Integration A Complimentary Credit Union Webinar |
Consultants from Cornerstone Advisors, Inc. will discuss ways credit unions develop an Integrated Delivery Channel Plan that benchmarks and analyzes the organization’s delivery channel capabilities and identifies strategic opportunities. | Register Now |
| Apr 29-30 |
CUES School of Product and Channel Management | Led by leading industry experts from Cornerstone Advisors, attendees will take home a customized tool kit that will help them build their credit union’s Delivery Channel Assessment and Future Road Map. | Chicago, IL |
| May 1-3 |
CUES School of Growth and Profitability | Led by experts from Cornerstone Advisors, Inc. and Michael Neill and Associates, Inc., this event focuses on increasing efficiency by becoming a higher-functioning organization. | Chicago, IL |
| May 22 |
CUDL CU Direct Lending Conference | Presentation Topic TBD Presenter: Steve Williams, Principal, Cornerstone Advisors |
Las Vegas, NV |
| Jun 9-10 |
ABA Stonier Graduate School of Banking | "Managing Technology" Instructor: Steve Williams, Principal, Cornerstone Advisors |
Philadelphia |
| Jul 10 |
NAFCU 46th Annual Conference and Solutions Expo | "Ratios That Every Senior Manager, Board Director, and Supervisory Committee Member Should
Know and Why" Presenter: Sam Kilmer, Senior Director of Client Development, Cornerstone Advisors |
Boston |
| Aug 16 |
Texas Bankers Association Human Resources and Operations Conference | "The GonzoBanker’s Guide to Managing Projects and Vendors” Presenter: Bill McFarland, Managing Director, Cornerstone Advisors |
Horseshoe Bay, TX |
| Aug 26 |
Allied Solutions Client Networking Conference | "Mobile Technology Trends” Presenter: Steve Williams, Principal, Cornerstone Advisors |
Lake Tahoe, CA |
| Sep 24 |
American Credit Union Mortgage Association | Topic TBD Presenter: Steve Williams, Principal, Cornerstone Advisors |
Las Vegas |
| Oct 7-8 |
Inaugural Event! Gonzo Credit Union Marketing Executives Roundtable |
Network with Marketing executives from credit unions with $750 million+ in assets | Phoenix, AZ |
| Oct 7-8 |
Gonzo Credit Union Human Resources Executives Roundtable | Network with Human Resources executives from credit unions with $750 million+ in assets | Phoenix, AZ |
| Oct 20-21 | Gonzo Credit Union CFO Roundtable | This event is designed for CFOs from credit unions with $750+ in assets | Las Vegas |
| Oct 28-29 | Gonzo Credit Union CIO Roundtable | This event is designed for CIOs from credit unions with $750+ in assets | Phoenix |
