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.

Wednesday, March 23rd
7:00 a.m. - 12:00 p.m.

Round of Golf - Optional


12:30 p.m. - 2:00 p.m.



12:30 p.m. - 2:00 p.m. Newtorking Luncheon  
2:00 p.m. - 5:00 p.m. General Session  
5:30 p.m. - 6:30 p.m. Social Hour Reception  
6:30 p.m. - 8:00 p.m. Group Dinner  
8:00 p.m. - 10:00 p.m. Networking After Dark  
Thursday, March 24th
7:30 a.m. - 8:30 a.m.



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

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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