Credit Union Retail Roundtable 2018 | Cornerstone Advisors | 6 March 2018 | Villas of Grand Cypress, 1 N Jacaranda St, Orlando, FL 32836, USA

Venue
Villas of Grand Cypress
Villas of Grand Cypress, 1 N Jacaranda St, Orlando, FL 32836, USA

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Event Date Tue Mar 6 EST - Thu Mar 8 EST (almost 7 years ago)
Location Villas of Grand Cypress
1 N Jacaranda St, Orlando, FL 32836, USA
Region Americas
Details

An executive exchange for credit union retail executives to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Roundtable Topics:
• Delivery Transformation: The new role of people
• Branch and digital convergence
• Culture, staffing, ownership
• Digital Discovery & Onboarding: The New Battleground
• Changing Branch Footprint: When do you know it’s the right investment
• The New Performance Scorecard for Associates and Teams
• Changing Products & Bundles: Delivery Differentiation

Speakers

2018 Roundtable Facilitators

Jim Burson
Senior Director, Delivery Channel, Cornerstone Advisors

Sam Kilmer
Senior Director, Cornerstone Advisors

Emily Waite
Client Relations & Education Director, Gonzobanker Roundtables, Cornerstone Advisors