Executive Summit
Get ready for an event brimming with insights, strategies, and tools for growth!
Bourbon & Digital Lending Trends
MeridianLink Exclusive Executive Summit With Special Guests: Jim Marous & Larry Lerner
April 29, 2024
3 PM – 8 PM
Gaylord Opryland Resort &
Convention Center
Nashville, TN
Jim Marous
Larry Lerner
Executive Summit
Join us for visionary leadership, exclusive insights, & island vibes.
May 5, 2025
12 p.m. – 8:30 p.m.
The Lowes Meeting Complex
at Universal Orlando
* This is the combined event space between Lowes
Sapphire Falls Resort & Loews Royal Pacific Resort.
Steve Williams
Larry Lerner
Reflecting on Our 2024 Executive Summit
Our 2024 Executive Summit served as a powerful demonstration of how people, data, and technology can propel digital progression in lending. A big thank you to all who joined and participated. We look forward to welcoming you back next year for another impactful gathering!
Here’s a recap of the highlights from the 2024 MeridianLink® Exclusive Executive Summit, featuring insights from our esteemed guest speakers.
Just Released: The State of Digital Lending Report
Download the State of Digital Lending Report, sponsored by MeridianLink, to learn how you can navigate the digital revolution, enhance consumer experiences, and position your institution at the forefront of the lending industry.
Interested in Next Year’s Executive Summit?
Sign up for our wait list and be the first to know about our plans for next years executive summit.
It’s our second annual Executive Summit, and you’re invited!
There’s a unique responsibility that comes with leading in the financial services industry, where staying ahead isn’t just important—it’s essential. That’s why we’re personally inviting you to join us at the MeridianLink® LIVE! 2025 Executive Summit.
What is the MeridianLink Executive Summit?
It’s an exclusive gathering designed for top executives like you to exchange groundbreaking insights, engage in thought-provoking discussions, and explore the latest research driving our industry forward.
We’re thrilled to already have an impressive lineup of speakers, including Larry Lerner, Partner at McKinsey & Company, who will return to share his expert insights, and Steve Williams, CEO & Founding Partner of Cornerstone Advisors. Along with these visionaries, you’ll also hear from MeridianLink executives, customers, and partners, as well as other respected voices in the industry.
Of course, we also believe that true leadership thrives when there’s room for both hard work and relaxation.
So, we’ll close the day with an unforgettable Escape to the Islands Luau, featuring live Polynesian entertainment and a delicious dinner buffet. It’s the perfect setting to strengthen connections, reflect on a day of inspiration, and celebrate the future of leadership in our industry.
We can’t wait to have you join us for this transformative experience!
This is an exclusive event by invitation only. Your invitation is non-transferable.
View the Full Agenda!
Why Attend?
Engage
Start your day by sharing a meal with fellow executives. It’s the perfect opportunity to make new connections, exchange ideas, and set the tone for an unforgettable event.
Gain access to exclusive research, hear about real-world experiences, and explore the strategies and technologies driving digital transformation. Learn how to leverage these insights to accelerate growth and innovate within your own organization.
Inspire
Next, dive into an agenda brimming with insightful panels and discussions designed to spark visionary leadership.
The summit will feature the following speakers:
- Steve Williams, CEO & Founding Partner, Cornerstone Advisors
- Larry Lerner, Partner, McKinsey & Company
- Devesh Khare, Chief Product Officer, MeridianLink
- Customer-Led Panel Discussion, hosted by FirstClose
Unwind
End the day in style at our Escape to the Islands Luau. Enjoy a delicious Wantilan Luau Dinner Buffet, live Polynesian entertainment, and captivating hula and fire knife dancers. It’s the perfect way to unwind and network in a fun, relaxed atmosphere.
The Wantilan Luau Dinner Buffet includes:
- Seven stations serving a variety of Polynesian favorites
- An array of mini-island desserts
- A premium open bar with handcrafted cocktails flowing for 2.5 hours
Transportation is not needed as all planned events take place on-site.
About Our Speakers
Steve Williams
CEO & Founding Partner,
Cornerstone Advisors
Steve leads Cornerstone Advisors growth and thought leadership while remaining deeply engaged with clients in strategy, technology, and performance improvement. With over 25 years of experience in financial services and consulting, he has helped hundreds of banks and credit unions become highly efficient, top-performing institutions. A respected industry speaker, facilitator, and author, Steve continues to shape conversations across the banking landscape.
Larry Lerner
partner, McKinsey
& Company
Larry Lerner advises financial institutions on advanced analytics, data transformations, and scaling of digital and analytics capabilities. He specializes in developing strategies for risk and fraud analytics, fostering insight-driven product and customer growth. His recent work includes helping clients improve their advanced analytics programs, launch digital banks and data businesses, and create centralized analytics environments.
A Look Back at Last Year’s Event
Relive the highlights from last year’s MeridianLink® Exclusive Executive Summit, featuring insights from our renowned guest speakers.
Here’s a recap of the highlights from the 2024 MeridianLink® Exclusive Executive Summit, featuring insights from our esteemed guest speakers.
Then, get ready for a change of scenery!
Take a 10-minute luxury charter vehicle to Nashville Barrel Company, where we will join Co-Founder and Master Blender, Mike Hinds, for a private barrel tasting experience.
- Get a VIP backstage tour of Nashville Barrel Company and learn about their whiskey-making process.
- Taste four different whiskey samples from four different barrels.
- Pour your own flight of whiskey straight from the barrel.
- Enjoy a networking reception in the whiskey lounge with hors d’oeuvres and more whiskey.
- Take the experience home! A bottle of your favorite whiskey will be mailed to you in the following week.
You won’t want to miss this opportunity to gain unparalleled insights, forge valuable connections, and propel your leadership in the financial industry.
Secure your spot now!
