Executive Dialogue

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The Executive Dialogue is open to CEOs in large asset size credit unions $500M and up. This conference is an informative presentation and discussion on timely topics relative to large asset size credit unions and features small group discussions and invaluable networking.


Wednesday, October 13th
7:30 a.m. - 11:30 a.m.

Round of Golf - Optional

Tiburón Golf Club

11:30 a.m. - 1:00 p.m. Registration Blue Heron Foyer
11:30 a.m. - 1:00 p.m. Networking Luncheon Cypress Courtyard
1:00 p.m. - 1:15 p.m. Welcome and Opening Remarks
Kevin Johnson, Chairman-Elect, LSCU & Affiliates
Patrick La Pine, CEO, LSCU & Affiliates
Blue Heron
1:15 p.m. - 3:00 p.m. Opening Session
Steve Williams, President & Partner, Cornerstone Advisors, Inc.
Blue Heron
3:00 p.m. - 3:15 p.m. Break  
3:15 p.m. - 5:00 p.m. Shark Tank
Presentations and Possible Areas of Collaboration
Blue Heron
5:30 p.m. - 6:30 p.m. Reception Putting Green
6:30 p.m. - 8:00 p.m. Group Dinner Putting Green
8:00 p.m. - 10:00 p.m. Networking After Dark
Cocktails & Cigars
Thursday, October 14th
7:30 a.m. - 8:30 a.m.


Cypress Courtyard

8:30 a.m. - 10:00 a.m. Session I
Topics TBD
Blue Heron
10:00 a.m. - 10:15 a.m. Break  
10:15 a.m. - 11:45 a.m. Session II
Topics TBD
Blue Heron
11:45 a.m. - 12:45 p.m. Luncheon Cypress Courtyard
12:45 p.m. - 2:00 p.m. Session III
Topics TBD
Blue Heron
2:00 p.m. - 2:15 p.m. Break  
2:15 p.m. - 3:00 p.m. Wrap Up/Next Steps Blue Heron

Ritz-Carlton Golf Resort Naples
Ritz-Carlton Golf Resort Naples


The reservation cutoff date is September 21, 2021. A group rate of $259 has been secured for this event. These rates will be honored three days prior and post event dates, subject to hotel availability. Please contact if you have questions or require assistance.


Steve Williams
Steve Williams
President and Partner
Cornerstone Advisors, Inc.

Steve Williams is a Founding Partner and the President of Cornerstone Advisors, a national management and technology consulting firm that services the bank, credit union and fintech markets. Steve has worked with many of the nation’s largest credit unions on strategic planning, performance improvement and technology planning initiatives. Steve formerly worked as a banker with Chase, and a consultant with Arthur Anderson & Co. Steve is a regulator contributor to Gonzobanker, Cornerstone’s industry blog and is an in-demand speaker at bank and credit union events nationwide. He is also an instructor at the ABA Stonier Graduate School of Banking at the University of Pennsylvania.


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Corporate America CU logo      Honigman logo


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Cancellation Policy

The registration fee is non-refundable if cancelled after October 1, 2021. Please submit substitutions and cancellations in writing to by 5 p.m. on October 1, 2021.

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