Part of the Banking Transformation Series:

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

Frequently Asked Questions

Everything You Need to Know Before You Arrive

The questions we hear most often, answered in one place. If something is still unclear, the team is one email away.

November 9–10, 2026 Charlotte Convention Center, NC
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Attendance and Eligibility

Who is Banking Transformation Summit USA for?

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.

Is attendance really complimentary for banks and credit unions?

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.

Can I attend if I work for a fintech or technology company?

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

How do I apply for a pass?

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.

The Event

When and where is Banking Transformation Summit USA 2026?

Banking Transformation Summit USA takes place on November 9 to 10, 2026 at the Charlotte Convention Center in Charlotte, NC.

What are the dates and times?

The banking conference event runs across two full days. Doors open from 8:00 AM on Day One and 8:30 AM on Day Two, with the program running through to early evening.

Do I need to attend both days of the banking conference?

We would strongly recommend it. The program runs across three parallel theaters and five themes over the two days, anchored by single-stage keynote sessions, with sessions grounded in the decisions senior leaders are making right now rather than predictions for the future of banking. The themes and tracks carry across both days, so attending the banking conference in full is how you get the complete picture and the conversations that come with it.

What is the format of the program?

The program includes keynote presentations, interactive panel discussions and practical case study sessions. Sessions are organized across the five agenda themes (the AI frontier, intelligent infrastructure, trust in the system, power to the people, and human and machine leadership) so you can navigate directly to what matters most to your role.

How many people attend your banking conference in Charlotte?

Around 500 senior leaders attend across the two days, representing more than 80 banks and credit unions. Attendance is deliberately capped to protect the quality of the experience.

Ready to Apply for Your Pass?

Bank and credit union places are complimentary, allocated by application, and limited.

Networking and Experience

What networking opportunities are there?

Networking is built into the structure of the event, not bolted on. Across the event you will find the Invitational Golf Day, the Pre-Summit Networking Reception and the Exhibition Drinks Reception, alongside well-timed breaks and access to the event app to help you identify and connect with the right people. With three in four attendees from a bank or credit union, the conversations you have are with peers who understand your challenges. See the full experience here.

Access to the attendee list and meeting functionality is restricted to exhibitors, speakers, and bank and credit union attendees.

What hospitality is included?

Complimentary hospitality runs throughout both days, including a buffet lunch, barista coffee and refreshments.

Practicalities

Where is the Charlotte Convention Center and how do I get there?

The Charlotte Convention Center is in Uptown Charlotte, NC. It is about 15 to 20 minutes from Charlotte Douglas International Airport (CLT), and easy to reach by the LYNX Blue Line light rail and the major routes into the city. Full travel information is available on the venue page.

How do I get my ticket?

Once your registration is confirmed, you will receive an email inviting you to the event app about three weeks before the Summit. Your ticket is available as a QR code within the app.

How do I get my badge on the day?

Your badge sits inside the app as a QR code. You will find it on the home screen under "My Badge". Scan it at the kiosk on arrival to print your physical badge.

Will my badge be scanned at sessions?

Yes. Our team will scan badges as you enter the banking conference sessions to track attendance, and partners can scan badges of people who visit their booths or attend their sessions. By scanning in, you are sharing your contact details with the relevant partner or session host. If you would prefer not to share your details, just let the team member know at the door.

Is accommodation included?

Accommodation is not included in your ticket, but we can share recommended nearby hotels on the accommodation page.

Will sessions be recorded or available on demand?

Selected sessions will be made available after the event. Full details will be shared with registered attendees closer to the date.

I have a question not answered here. Who do I contact?

Get in touch with the team directly via the contact form on the website and we will come back to you promptly.

Event App

How do I log in?

The event app is released closer to the event. All registered attendees will receive an email invitation to download the app, with their login details, at that point. Your login is the email address you registered with.

I do not have my login details, what should I do?

Please check your spam or junk folder, as your details will be within your invitation to the app. If you cannot find this information, please email markj@moneynext.tv.

I have not received my app invitation email, what should I do?

Please email markj@moneynext.tv and the team will get you set up.

What do I have access to?

The app contains the latest agenda, speaker list, networking event information and your ticket. You will be able to build your personal agenda, saving sessions you would like to attend. Speakers, partners, and representatives from banks and credit unions have access to the attendee list and meeting booking functionality.

Can I build my own agenda in the app?

Yes. Tap the heart icon on any session to save it to "My Schedule". A handful of sessions, including the opening remarks and the Pre-Summit Networking Reception, are added to everyone's schedule by default.

Are some sessions pre-book only?

Yes. A small number of sessions, including the curated boardrooms and dinner, require you to add them to your schedule in advance. These appear under "Sessions to pre-book" on the app home screen. Some are invitation only and will only be visible to those on the relevant target list.

How does the AI matchmaking work?

When you log in for the first time, the app asks a short series of profiling questions covering your role, the solutions you are looking for and who you are hoping to meet. Those answers feed into the app's AI recommendation engine, which suggests the people most relevant to you across the two days. The more detail you give in your profile, the better the matches.

Can I book meetings through the app?

Yes. Speakers, partners, and bank or credit union attendees can browse the attendee list and request meetings directly through the app. Meetings can be booked at the dedicated one-to-one meeting zone or, where applicable, at partner booths. The booking window runs 9:00 AM to 6:00 PM on Day One and 9:00 AM to 3:00 PM on Day Two. Delegate pass holders can receive meeting requests but cannot send them.

Who can see my contact details?

By default, only people you have actively connected with can see your contact details. You can change this in your profile settings: public makes them visible to all attendees, private hides them entirely. You can update this at any time before or during the event.

Will I get notifications during the event?

If you allow push notifications, yes. We use them sparingly to flag the sessions, networking moments and changes you would not want to miss. We recommend turning them on once you have downloaded the app.

November 9–10, 2026 · Charlotte, NC

Still Have a Question?

Drop the team a line and you will hear back promptly.