Join us as we celebrate and construct alternative approaches to “big box” banking by striking the perfect blend of innovative technology and personal service.
Bring Your Team
Establishing your individuality requires a team. That’s why we’re offering hundreds of hours of learning opportunities for multiple professional levels:
With more than 50 individual sessions, the conference is sure to provide value to every member of your team.
Principal and Co-founder
|Lt. Col. Rob “Waldo” Waldman|
“At CSI, we see value when organizations are intentional in emphasizing what sets them apart within their industry. We look forward to engaging conference attendees on the many ways individuality creates opportunity.” – Steve Powless, CSI’s CEO
New This Year!
- Strategic Roundtables: Engage in meaningful conversation with your peers on such key issues as compliance and profitability during facilitator-led industry roundtables.
- Preconference Workshops: Maximize your opportunity to learn during preconference workshops on Tuesday afternoon.
- Three Keynotes: Learn what it means to “push it up” with Lt. Col. Rob “Waldo” Waldman, uncover new strategies with Cornerstone Advisors Principal and Co-founder Steve Williams, and discover how CSI can be your total solutions partner with CEO Steve Powless.