Education
2022 Executive Dialogue
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The Executive Dialogue is open to CEOs in large asset size credit unions $500M and up and Sponsor companies. 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.
Credit union solution providers apply to be a sponsor of this event and may not register as an "Attendee". Companies that are approved as a sponsor receive instructions on how to register as a "Sponsor".
Thank you to our amazing sponsors for 2022. This event's sponsorship is SOLD OUT.
Agenda is subject to change. Details will be published soon.
| Tuesday, March 22nd | ||
|---|---|---|
| 12:30 p.m. - 1:00 p.m. | Golf Check In |
La Playa Golf Club |
| 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 | Vanderbilt Terrace |
| 8:00 p.m. - 10:00 p.m. | Networking After Dark | Tikki Bar |
| 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 |
La Playa Beach & Golf Resort: This is the location of the Executive Dialogue meeting, meals, and social events. The hotel block is full, but you are welcome to check for rooms in case of any cancellations. Click here to check for reservations or make any changes to your reservation. The reservation cutoff date is March 1, 2022. A group rate of $369 - $469 (depending on your reservation) has been secured for this event.
Naples Grande Beach Resort: Due to high demand and limited availability, an additional block of rooms has been secured at the Naples Grande Beach Resort, located less than ten minutes from La Playa. A group rate of $469 has been secured for this event and these rates will be honored three days prior and post event dates, subject to hotel availability. Click here for hotel reservations at the Naples Grande. Guests can either book through this link or call our reservations line at (844) 489-9663 and mention the Group Code GLSCU22 or the LSCU Executive Dialogue Meeting.
Please contact education@lscu.coop if you have any questions or require assistance.
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.
Thank you to our Sponsors
The registration fee is non-refundable if cancelled after March 1, 2022. Please submit substitutions and cancellations in writing to education@lscu.coop by 5 p.m. on March 1, 2022.
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