Part of the Banking Transformation Series:

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

Who Attends · Banking Transformation Summit USA

Who Attends the Summit

  • November 9–10, 2026
  • Charlotte, North Carolina
  • All Five Tiers Represented

Banking Transformation Summit USA brings together banks, credit unions, and verified technology solution providers for an exclusive 2-day program on November 9-10 in Charlotte, North Carolina.

The agenda is specifically designed for attendees to gain insight into the industry's five key banking themes: The AI Frontier, Intelligent Infrastructure, Trust in the System, Human & Machine Leadership, and Power to the People.

With expert voices from across the industry, our attendees range from the world's largest banks to community institutions, spanning all five tiers of financial services.

See the Numbers
A lot of exposure to the different banks implementing different technologies and cultures to drive transformation, and you can talk to the leaders directly one on one.
UNFCU 2025 Attendee
Innovative conversations, great presentations and speaker topics, and the flow of the meetings and breaks was perfect.
Wells Fargo 2025 Attendee

The Room

By the Numbers

  • 500 Attendees
  • 80+ Banks and credit unions represented
  • 3 in 4 Attendees from banks and credit unions
  • 63% Lead a function, program or strategic initiative

Institutions

Banks in Attendance Include

Credit Unions in Attendance Include

Job Function

Which Departments Are Present at the Banking Conference in Charlotte?

  • Transformation & Strategy
  • Technology & Engineering
  • Digital Banking & Customer Experience
  • Data, AI & Analytics
  • Operations & Automation
  • Payments
  • Risk, Fraud & Compliance
  • Lending & Commercial Banking

Seniority

Does the Banking C-Suite Attend the Summit?

Banking Transformation Summit USA is built for the full C-suite with a focus on how to strategize for transformation. CEOs, CIOs, CMOs, CTOs, COOs, CDOs and CROs all attend for the same reason: transformation involves every department, and the most successful and fast-moving institutions are those that are built on collaboration.

Why C-Suite Attend
The event was high energy, knowledge packed and provided incredible insights into the trends shaping the future of the industry.
Mastek Ltd. 2025 Attendee

Institution Size

What Size of Financial Institution Attends?

  • 80% Of America's 10 largest banks
  • 30+ Regional banks
  • 25+ Community banks
  • 30+ Credit unions

On Stage

Banking and Credit Union Speakers Announced

At Banking Transformation Summit USA, more than 100 industry leaders will take to the stage across 50 sessions of keynote presentations and expert-led panel discussions. Attendees will hear candid conversations from banks and credit unions including Sharonview Federal Credit Union, TD Bank, US Bank, Truist, Bank of America, and JPMorgan Chase.

Chip Caddell

Chip Caddell

CIO

Grow Financial Federal Credit Union

Jamie Kerr

Jamie Kerr

EVP, Director of Commercial Administration

SouthState Bank

Chris Ortega

Chris Ortega

CIO

Lake Michigan Credit Union

Henan Li

Henan Li

SVP, Process, AI and Technology

Citi

Nathan Cape

Nathan Cape

CEO

Minnequa Works Credit Union

View All Speakers

Tickets

How Do I Register for a Ticket at Banking Transformation Summit USA?

Banks and credit unions can register for unlimited complimentary passes to the banking conference. Our agenda is built so every department finds something relevant to their role, meaning your whole team can attend and every member will leave the conference with real, actionable insight.

Technology and provider solutions can register for paid tickets that give access to our content program and networking drinks.

I'm most looking forward to connecting with industry leaders on topics such as AI, risk/regulatory environment, and bank-wide transformation, and establishing additional peer-share relationships.
Alex Arnold Alex Arnold Chief Enterprise Control & Change Officer, Truist

Join Them in Charlotte.

Where Banks Meet Real Change.