2022 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.



Agenda is subject to change. Details will be published soon.

Tuesday, March 22nd
1:00 p.m. - 5:00 p.m.

Optional Round of Golf

La Playa Golf Club
Wednesday, March 23rd
12:00 p.m. - 1:00 p.m.

Registration & Networking Luncheon

Bayview Terrace
1:00 p.m. - 1:30 p.m. Welcome and Introductions Bayview
1:30 p.m. - 2:30 p.m. Opening Session Bayview
2:30 p.m. - 2:45 p.m. Break  
2:45 p.m. - 5:00 p.m. CU Innovation Roundtable Bayview
5:30 p.m. - 6:30 p.m. Social Hour Reception Bayview Terrace
6:30 p.m. - 8:00 p.m. Group Dinner Bayview Terrace
8:00 p.m. - 10:00 p.m. Networking After Dark South Beach
Thursday, March 24th
8:00 a.m. - 8:30 a.m.

Breakfast Available

Bayview Terrace

8:30 a.m. - 10:00 a.m. Session I Bayview
10:00 a.m. - 10:15 a.m. Break  
10:15 a.m. - 11:45 a.m. Session II Bayview
11:45 a.m. - 12:45 p.m. Group Luncheon Bayview Terrace
1:00 p.m. - 3:00 p.m. Session III Bayview
3:00 p.m. Wrap Up & Conference Concludes Bayview

Ritz-Carlton Golf Resort Naples
LaPlaya Beach & Golf Resort


The reservation cutoff date is March 1, 2022. A group rate of $369 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.

Cancellation Policy

The registration fee is non-refundable if cancelled after March 1, 2022. Please submit substitutions and cancellations in writing to by 5 p.m. on March 1, 2022.

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