Part of the Banking Transformation Series:

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

2026 Speakers

The People Running US Banking Transformation

In 2025, more than seventy senior leaders from US banks, credit unions and the technology firms working with them took the stage at Banking Transformation Summit USA.

The 2026 lineup is being confirmed now, and new names are added as they are announced.

November 9–10, 2026 Charlotte, NC
Apply to Speak
Senior banking leaders in session at Banking Transformation Summit USA
2026 lineup · in progress

The 2026 call for speakers is open.

Speaker announcements roll out as each name is confirmed. If you have a story senior US banking and credit union leaders need to hear, apply to join the 2026 program.

The 2026 lineup

Confirmed speakers so far.

Darius Wise - Red Rocks CU

Darius Wise
CEO and President
Red Rocks Credit Union

Laurie Stewart - Sound Community Bank

Laurie Stewart
CEO
Sound Community Bank

Mira Ness - NYU Federal Credit Union

Mira Ness
CEO
New York University Federal Credit Union

Alex Arnold - Truist

Alex Arnold
Chief Enterprise Control & Change Officer
Truist

Chip Caddell - Grow Financial Federal Credit Union

Chip Caddell
CIO
Grow Financial Federal Credit Union

Chris Ortega - Lake Michigan Credit Union

Chris Ortega
CIO
Lake Michigan Credit Union

Shaundra Warren - Sharonview Federal Credit Union

Shaundra Warren
Chief Strategy and Risk Officer
Sharonview Federal Credit Union

Bob Schukai - PNC

Bob Schukai
CIO
PNC Bank

Gurpreet Atwal - Truist

Gurpreet Atwal
Chief Data Officer (Consumer and Small Business Banking)
Truist

Eric Ferri - Pathward

Eric Ferri
Chief Risk Officer
Pathward

Peter A Gasparro - Barclays

Peter Gasparro
Chief Development Officer for US Consumer Bank
Barclays 

Becky Reed
CXO
BankSocial 

Matt Shilling - JP Morgan Chase

Matt Shilling
Executive Director, Fraud and Servicing Assessments
JPMorgan Chase

Eric McDowell - Citi

Eric McDowell
Managing Director, Head of Shared Operational Platforms
Citi

Akshay Pore - Bank of America

Akshay Pore
Managing Director, Data Modernization and AI Transformation
Bank of America

Christian Bohmfalk
Executive Director, Deposits
USAA

Jamie Kerr - SouthState Bank

Jamie Kerr
EVP, Director of Commercial Banking Administration & Operations
SouthState Bank

Sundeep Tangirala
SVP, Director – Enterprise Data, Data Science & Innovation
First National Bank

Carlos Rodriguez - KeyBank

Carlos Rodriguez
SVP, AI and Machine Learning
KeyBank

Donnamarie Tyler
SVP, Deposits and Retail Strategy
Avadian Credit Union

Mike Storiale - Synchrony

Mike Storiale
SVP, AI Technology & Transformation
Synchrony

Poorani Jeyasekar
SVP, Business Transformation Officer
Pathward

Brad Moats - SECU

Brad Moats
SVP, Card Product & Portfolio Strategy
State Employees’ Credit Union

Henan Li - Citi

Henan Li
SVP, Process, AI and Technology
Citi

Sanjoy Sarkar - First Citizens Bank

Sanjoy Sarkar
SVP, Senior Director – Application Development & Support
First Citizens Bank

Ankana Carpenter - TD Bank

Ankana Carpenter
Head of Deposit Technology
TD Bank

Kapil Shukla
GFC KYC Leader
Bank of America

Jennifer Adelhardt
Director, Product Management
USAA

Steven Brazzell - Ally

Steven Brazzell
Senior Director, Risk Reporting and Analytics
Ally Financial

John Quartironi - First Horizon Bank

John Quartironi
Director of Strategic Risk & Initiatives
First Horizon Bank

Rajat Baijal - Citi

Rajat Baijal
Director, Enterprise Risk Management
Citi

Poonam Rao
SVP, Data & AI Product Strategy
Citizens Bank

Alex Shenkar
SVP, Senior Model Validation Officer
Truist

Lara Lyberg
SVP, Digital Asset & Platform Lead
Citizens Bank

Patrick Dalessandro - KeyBank

Patrick Dalessandro
Head of Digital Transformation
KeyBank

Taylor Farris - Bank of America

Taylor Farris
Head of CashPro Security Product
Bank of America

Rakesh Yadav
Principal Engineer
Wells Fargo

Marina Kounoupa
SVP, Head of Marketing Technology
Truist

Zailong Wan - TD Bank

Zailong Wan
Head of Model Risk Management
TD Bank

Rajat Bhatnagar
Head of Third Party Risk
BBVA

Ash Kaduskar
Head of Artificial Intelligence
First Citizens Bank

Stephen Turley - TD Bank

Stephen Turley
Head of Retail Growth and Transformation
TD Bank

Joe Fuqua
Head of Enterprise Data Frameworks
Truist

Gaurav A Kshirsagar - US Bank

Gaurav A Kshirsagar
VP, Lead Software Engineer
US Bank

Sonia Beach
AEVP, Deposits and Operations
State Employees’ Credit Union

Casey Ferguson
Head of Marketing 
Zoot

Vinod Haval
Senior Director, Cloud Engineering, Financial Services
Oracle

Ajay Kumar - US Bank

Ajay Kumar
VP, Principal Solution Architect
US Bank 

Justin Marchi - Executive Council for Leading Change

Justin Marchi
Member
Executive Council for Leading Change

Ginger Goode
VP Leadership Development
State Employees’ Credit Union

Sudheer K Pratap - US Bank

Sudheer Pratap 
VP, Lead Software Engineer
US Bank

Brilene Feyler
Vice President of Sales
Performline

Tiffany Degbotse - Governance In Knowledge

Tiffany Degbotse
Founder and CEO
Governance in Knowledge

Shahid Rana
Director of Economic Development
City of Charlotte

Amit Kumar Srivastava - US Bank

Amit Kumar Srivastava
Associate Vice President
US Bank

Marc Rehberger
Principal Advisor
Anvil & Forge Advisory

Mandy Carroll
Partner, Digital Assets
BDO

Lynne Marlor
Founder
Women in Digital Assets Forum

Lucy Pearson
President USA
Risky Women

Reba Beeson
General Counsel
AlphaPoint

Dr. Wenwen Dou
Professor
University of North Carolina at Charlotte

Nalan Karakaya Mulder
Risk and Compliance Leader
Independent

Sirlapu Srinivasarao
SVP, Head of Agentic AI Governance and Ethics
Independent

Amanda Fitzpatrick Abdur-Razaaq
Award-Winning Journalist & Communications Director
Independent

November 9–10, 2026 · Charlotte, NC

Be a Part of It

November 9 and 10 brings together 100 speakers for 50 sessions, across five themes and two days.