Part of the Banking Transformation Series:

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

The Experience

Two Days of Summit. Three Days of Connection.

Banking Transformation Summit USA is built around more than what happens on stage.

500+ attendees 80+ banks & credit unions
Two senior banking leaders in conversation between sessions at Banking Transformation Summit USA
Who You'll Be With

The People Are Part of the Experience

Three in four attendees work within banks and credit unions.

That means the conversation doesn't stop when a session finishes. The person beside you at breakfast, over barista coffee at Percona's booth or between sessions may be dealing with many of the same decisions you are.

63% VP level or above
The Full Experience

It Starts Before Day One

Three days, and the room changes on each of them.

Attendees networking before the Summit opens
November 8Arrive

Arrive Connected

Pre-Summit experiences give attendees the chance to meet before the main program begins.

  • Pre-Summit Invitational Golf Day in partnership with Celonis Invitation onlyLimited capacity
  • Pre-Summit Networking Mixer, Hilton Charlotte Uptown Confirmed attendees only
Day One on the exhibition floor at Banking Transformation Summit USA
November 9Meet

The Summit Begins. The Conversations Don't Stop.

Sessions, networking, hospitality and conversation run through Day One and into the evening.

  • Banking Transformation Summit X EY Happy Hour Included
Day Two at Banking Transformation Summit USA
November 10Belong

Come Back Knowing People

The room feels different. Yesterday's introductions are today's conversations.

  • Networking breakfast before the first session Included
By Design

None of This Is Left to Chance

Most events schedule the content and leave the rest to luck. Here the time around the sessions is planned just as carefully, so people have both the reason and the room to talk.

Before

You Arrive Knowing Who to Find

Bank, credit union and partner attendees can see who is attending and book meetings ahead of Charlotte.

Between

Breaks Long Enough to Be Useful

Hospitality and shared space, so a conversation started in a session can actually finish.

Around

Peers, Not an Audience

Same problems, different institutions, one room.

After

Nobody Rushes for the Exit

Day One closes with the Banking Transformation Summit X EY Happy Hour, so the day's conversations carry on over drinks.

Networking

Banking Networking Opportunities

Sharing ideas and benchmarking strategies with peers is what the Summit is all about. During the two-day program, there will be plenty of networking opportunities throughout where attendees can build meaningful relationships with other banks and credit unions in the room.

November 8 · 6 to 8pm

Pre-Event Networking Mixer

Confirmed attendees are welcome to join the pre-event networking mixer at the Hilton Charlotte Uptown on November 8 from 6 to 8pm, the first open opportunity to meet other banking leaders from across the industry.

Confirmed attendees only
November 9–10 · Throughout

Networking Breaks

During the banking conference, there are networking breaks throughout the sessions to give attendees time to discuss the panel they've seen, the case studies or the keynote, and share viewpoints on the themes with like-minded peers.

November 9 · From 5pm

Banking Transformation Summit X EY Happy Hour

At the end of day one of the Summit, attendees are invited to the Banking Transformation Summit X EY Happy Hour at the Charlotte Convention Center from 5pm, where they can continue the day's conversations over drinks.

What I'm most looking forward to at Banking Transformation Summit is hearing new ideas from the industry, creating connections and exploring professional opportunities.

Phil Caputo State Employees Credit Union
Meetings

Booking Meetings with Banking Leaders

The Summit is a place for building relationships that last well beyond the event, and that's why attendees can book meetings with peers through our app ahead of time.

With over 50 sessions to choose from, booking meetings around the agenda sessions that matter most to you is the best way to manage your time and make sure you meet the right people.

Our app opens to banks and credit union attendees as well as sponsors on October 21, and a link will be sent to registered attendees by email.

Meeting app opens
October 21
  • Open to bank and credit union attendees, and sponsors
  • Link sent to registered attendees by email
  • Plan meetings around 50+ agenda sessions

I'm very excited for the summit. I can't wait to meet different teams, and help educate on security.

Taylor Farris Bank of America
November 8

Pre-Summit Golf Day in Partnership with Celonis

Invitation onlyLimited capacity

For attendees who enjoy a unique social networking setting, our invite-only Pre-Summit Golf Day, in partnership with Celonis, is a chance to meet a select group of banking leaders for unhurried conversation before the event.

Over five hours, you'll play a full round and get to know peers from other banks and credit unions, so you already know people before the official two-day program begins.

The format is a team scramble, so the round stays sociable and moves quickly. There is no official handicap required to join, and every golfing level is welcome. Groups are mixed so you'll play alongside people you haven't met yet.

Five hours A full round with peers from other banks and credit unions
Team scramble Sociable, and the round moves quickly
No handicap needed Every golfing level is welcome
Mixed groups Play alongside people you haven't met yet
Hospitality

Hospitality at Banking Transformation Summit USA

Doors to the banking conference open at 8am, giving attendees a chance to register at the venue and enjoy complimentary coffee and tea.

From 8am

Arrival

Register at the venue with complimentary coffee and tea.

Breakfast

Fresh from the Oven

Freshly baked Danish pastries and muffins, bagels and savory-filled croissants.

Breaks

Sweet and Savory

Sweet treats including brownies and blondies, alongside savory snacks like tortilla chips and pretzels. During the morning networking and lunch breaks, complimentary barista coffee is served at Percona's booth.

Lunch

Two Buffets, Two Days

A Southwest buffet on day one and a Southern barbecue buffet on day two, to eat at your own pace.

Food and drink are complimentary as part of the attendee pass.

Be in the Room

See What It Feels Like

Charlotte, last November.

November 9–10, 2026 · Charlotte, NC