Part of the Banking Transformation Series:

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

CPD Accredited

CPD Accreditation · Banking Transformation Summit USA

Earn CPD credits in Charlotte

  • 9 credits, day 1
  • 7 credits, day 2
  • No cost to attendees

Attending Banking Transformation Summit USA doesn't just give you two days of insight from the industry's most reputable banks and credit unions, it counts toward your professional development too.

With 50 sessions and over 100 speakers from the likes of Bank of America, TD Bank, Truist, Red Rocks Credit Union, and Sharonview Federal Credit Union, there are plenty of opportunities to learn, debate, and act on the biggest banking trends of the moment while earning CPD credits.

See how CPD credits work
For all attendees

What the CPD credits cover

Our banking agenda is set against five key themes. Each session lends itself to one of these themes in the form of a visionary keynote presentation, or expert-filled panel discussion.

  • The AI Frontier
  • Intelligent Infrastructure
  • Trust in the System
  • Power to the People
  • Human & Machine Leadership

How CPD accreditation works at the banking conference

Each day of Banking Transformation Summit USA will have its own unique QR code, so all you need to do is scan it to unlock a personalized attendance certificate. You can then add this straight into your CPD portfolio for credits.

  1. Attend the day

    Join the sessions across both days, or the single day you are able to attend.

  2. Scan that day's QR code

    Each day has its own code. Scan it onsite to unlock your personalized attendance certificate.

  3. Log your credits

    Add the certificate straight into your CPD portfolio and record the credits.

Your questions on CPD credits answered

How many CPD credits can I earn by attending the Summit?

You can earn 9 CPD credits for attending day 1 of the banking conference, and 7 CPD credits for attending day 2. You must scan the QR code on each day of your attendance to earn CPD credits for each day.

Where will the CPD QR codes be at Banking Transformation Summit USA?

The QR codes you will need to scan will be placed around the conference for ease of use. If you can't locate the QR code on either of the banking conference days, please alert a member of the team and they can guide you to the closest QR code. We will also send the QR codes via email post-event for anyone that didn't get the opportunity to scan them onsite.

Can I still earn CPD credits if I only attend one day of the banking conference?

Attendees will still earn CPD credits if they only attend one day as long as they have scanned the QR code on the day they do attend.

Is there a cost to receive my CPD certificate?

There is no cost to receiving your CPD certificate. We want to give you access to valuable and insightful onsite content with our full two-day program as well as help you to earn your CPD credits.

Why are CPD credits valuable to a banking attendee?

CRCM and CAMS holders both need 60 continuing education credits every three years just to stay certified, and CAFP and CTFA holders have similar ongoing requirements. Compliance, risk and audit teams also increasingly need documented proof of that learning.

By attending our banking conference in Charlotte, you'll get both exclusive insight from the industry and CPD credits to log toward your professional development.

Banks and credit unions attend free.

Where Banks Meet Real Change.