Education

Executive Dialogue

Executive Dialogue Banner

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.

REGISTER NOW

Agenda
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
Ría
Thursday, October 14th
7:30 a.m. - 8:30 a.m.

Breakfast

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
Hotel

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

BOOK NOW

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 education@lscu.coop if you have questions or require assistance.

Facilitator

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

Bio
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.

Sponsors

CUSolutions Group Logo      FIS logo

 

Corporate America CU logo      Honigman logo

 

CUNA Mutual Group      LendKey logo

Cancellation Policy

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

Copyright ©2021 The League of Southeastern Credit Unions & Affiliates | All Rights Reserved | Designed by Growth by Design

The League of Southeastern Credit Unions & Affiliates is committed to providing equal access to all individuals, including those with disabilities, seeking information on our website. If you are unable to access content on this website, have questions about accessibility content or technology used by the LSCU & Affiliates, and/or would like to report barriers to accessing any technology used by the LSCU & Affiliates, including this website, please contact us at webmaster@lscu.coop