Part of the Banking Transformation Series:

Europe:  London | May 18-19, 2027  |  USA:  Charlotte, NC | November 9-10, 2026  |  Asia:  Singapore | Returning 2027

Banking Transformation Summit USA

Where Banks Meet Real Change.

Charlotte, NC · November 9-10, 2026

Join 500 leaders at the forefront of banking transformation for two days of practical insight and honest conversation. Discover what's working, what isn't, explore what's next, and build the connections that turn ideas into action.

Complimentary tickets available for representatives of banks and credit unions.

WHY BANKING TRANSFORMATION SUMMIT USA

Built for the People Transforming Banking.

Banking Transformation Summit USA brings together the leaders responsible for transformation across banks and credit unions for two days of practical insight, candid conversation and peer-to-peer learning.

From AI and technology to customer experience, risk and operations, the focus is on the decisions banking leaders are making now: what’s working, what isn’t, where they’re investing and what they’re doing next.

Senior banking leaders in conversation at Banking Transformation Summit USA
  • 100+ Speakers

    Sharing real transformation case studies.

  • 80+ Banks & credit unions

    Representing organizations of every size and stage of transformation.

  • 50 Sessions

    Spanning AI, data, payments, CX, risk and infrastructure.

  • 3 in 4 Attendees

    Work within banks or credit unions, creating a peer-led environment.

  • 63% VP and above

    CIOs, CTOs, Chief Digital Officers, Innovation and Transformation Directors, Heads of AI and Data, and more.

Learn from Transformation Leaders

Hear directly from the leaders responsible for shaping and delivering transformation across the North American banking landscape.

From AI and digital strategy to payments, customer experience, technology, risk, and operations, every session is designed around practical experience, honest perspectives, and real-world lessons from the people delivering change.

Meet some of the people driving the conversation.

Alex Arnold
Alex Arnold
Chief Enterprise Control & Change Officer
Truist
Darius Wise
Darius Wise
CEO & President
Red Rocks Credit Union
Laurie Stewart
Laurie Stewart
CEO
Sound Community Bank
Mira Ness
Mira Ness
CEO
NYU Federal Credit Union
Peter Gasparro
Peter Gasparro
Chief Development Officer for US Consumer Bank
Barclays
Bob Schukai
Bob Schukai
CIO
PNC Bank
Eric McDowell
Eric McDowell
Managing Director, Head of Shared Operational Platforms
Citi
Eric Ferri
Eric Ferri
Chief Risk Officer
Pathward
Henan Li
Henan Li
SVP, Process, AI & Technology
Citi
Shaundra Warren
Shaundra Warren
Chief Strategy & Risk Officer
Sharonview Federal Credit Union

PROGRAMME

The Conversations Shaping Banking Right Now.

Every session is built around the priorities, challenges, and decisions facing banks and credit unions today.

Explore the topics

  • AI & Agentic AI
  • Data
  • Customer Experience
  • Technology & Core Modernization
  • Risk, Compliance & Governance
  • Operations
  • Leadership & Transformation
  • Payments & Fraud

Some of the Conversations You Can Join

AI ROI: Where the Numbers Are Actually Showing Up

10:30 AM · November 9
  • AI & Agentic AI

Most US bank GenAI investment shows no measurable return. Where productivity is landing, where revenue is moving, and the metrics that survive board, audit, and CFO scrutiny.

Risk and Controls When Money Moves in Real Time

11:10 AM · November 9
  • Risk, Compliance & Governance
  • Payments & Fraud

Faster payments, AI-era attackers, and third-party concentration are stretching the control environment all at once. This is the risk and controls conversation, not the security one. Where the gaps are opening across compliance, controls, and fraud as money moves in real time, and what risk leaders are funding to keep pace.

Customer Journeys That Earn Loyalty, Not Just Logins

1:50 PM · November 9
  • Customer Experience
  • Data
  • AI & Agentic AI

Customers judge a bank on the experience, not the product sheet. What leaders are changing across onboarding, servicing, and everyday engagement to win and keep customers, where better journeys are moving the numbers, and where banks are losing people they assumed were loyal.

Why Transformation Programs Stall and What Restarts Them

11:25 AM · November 10
  • Leadership & Transformation
  • Operations

Where transformation programs lose momentum, what gets them moving again, and what leaders wish they had done differently before blowing it up and starting again. The honest version, from people who have done it.

Building the Data Foundation Real-Time Banking Needs

2:30 PM · November 10
  • Data
  • Technology & Core Modernization
  • AI & Agentic AI

The data platform program behind real-time and AI capability. The architectural calls that locked in capability, the ones being reversed, and what M&A and data fragmentation cost on the way.

What Attendees Say

Don't Just Take Our Word For It

  • Great summit, very well organized and kudos to all who worked to make it such an enjoyable and educational experience.
    Nick Wolcott VP Merchant Services Wells Fargo
  • Excellent, no nonsense event. Easy to network and meet new vendors.
    Larry Ellman SVP Banking Technology Heritage Bank of Commerce
  • An extremely good event.
    Travis Feather Payments Testing Architecture Lead JP Morgan Chase
  • Extremely insightful event.
    Shubhankar Shilpi Engineering Director Truist
  • Great experience.
    Jason Tilley CIO 1st Advantage FCU

You're in Good Company

From global institutions to regional banks and community credit unions, Banking Transformation Summit USA brings together a highly curated audience of executives responsible for shaping banking strategy, technology, and transformation.

Major Banks

  • Bank of America
  • Citi
  • Wells Fargo
  • Goldman Sachs
  • Morgan Stanley
  • US Bank
  • PNC Bank
  • Capital One
  • TD Bank
  • Truist
  • BMO
  • Santander
  • UBS
  • Scotiabank
  • Ally
  • Synchrony
  • USAA

Regional & Mid-Size Banks

  • Fifth Third Bank
  • KeyBank
  • Regions Bank
  • Huntington Bank
  • Citizens Bank
  • First Citizens Bank
  • First Horizon
  • Comerica
  • Silicon Valley Bank
  • Axos Bank
  • City National Bank
  • MidFirst Bank
  • Live Oak Bank
  • United Bank
  • Heritage Bank of Commerce
  • TIAA
  • AG First Farm Credit
  • Piedmont Federal Bank
  • American Bank of the Carolinas
  • Lincoln Savings Bank
  • IDB Bank
  • Royal Business Bank

Credit Unions

  • Navy Federal Credit Union
  • PenFed Credit Union
  • SECU
  • Citadel Credit Union
  • Alabama Credit Union
  • OneAZ Credit Union
  • University of Michigan Credit Union
  • Red Rocks Credit Union
  • Sharonview Federal Credit Union
  • Family Trust Federal Credit Union
  • First Advantage Credit Union
  • Civic Credit Union

Networking

More Ways to Connect

Banking Transformation Summit USA gives you plenty of ways to connect throughout the event, from the golf course and Pre-Summit Networking Mixer to roundtables, the exhibition floor and the Banking Transformation Summit X EY Happy Hour at the end of the day.

  • Pre-Summit Invitational Golf Day at Banking Transformation Summit USA

    Pre-Summit Invitational Golf Day in Partnership with Celonis

    Start the Summit on the course with an informal day of golf and conversation before the main event begins.

  • Pre-Summit Networking Mixer at Banking Transformation Summit USA

    Pre-Summit Networking Mixer

    Meet fellow attendees before the Summit gets underway and start making connections from the moment you arrive.

  • Banking Transformation Summit X EY Happy Hour at Banking Transformation Summit USA

    Banking Transformation Summit X EY Happy Hour

    Finish the day over drinks with the people you've met throughout the Summit.

Our Partners

Meet Our 2026 Partners

Banking Transformation Summit USA is supported by organizations helping banks and credit unions deliver transformation across technology, payments, data, AI, security, and customer experience.

We're proud to work with partners that share our commitment to helping the industry move forward.

  • Accenture
  • Avanade
  • EY
  • Vonage
  • Engageware
  • FFERM Technologies
  • MX Technologies
  • Naehas
  • Percona
  • QAT Global
  • Zoot

Everything You Need to Plan Your Visit.

Whether you're traveling across the city or across the country, we've made it easy to plan your time at Banking Transformation Summit USA.

Find venue information, recommended hotels, travel guidance, and frequently asked questions to make the most of your visit to Charlotte.

Event information

Charlotte Convention Center November 9–10, 2026 Charlotte, North Carolina Venue Accommodation
  • Banking Transformation Summit USA is designed for senior leaders from banks and credit unions, typically at VP, Director, C-suite, or equivalent level. If you are responsible for strategy, technology, operations, payments, risk, compliance, or customer experience at a bank or credit union, this event is built for you.

  • Yes. Executives from banks and credit unions can apply for a complimentary full-access pass covering both days, all sessions, and hospitality throughout. Places are allocated by application and are limited.

  • Banking Transformation Summit USA is primarily designed for executives from banks and credit unions. Fintech and technology companies attend as sponsors, exhibitors, or paid delegates. If you are interested in joining as a solution provider, please visit the sponsorship opportunities page or register for a delegate pass here.

  • Applications are submitted via the registration page. Once received, your application is reviewed for eligibility, normally within 48 hours, and eligible applicants are contacted to confirm their place. Given the stage we are at, we would encourage you to apply as soon as possible.

Join us in Charlotte

Be Part of Banking Transformation Summit USA

November 9–10, 2026 · Charlotte Convention Center