Part of the Banking Transformation Series:

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

Banking Transformation Summit
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TICKETS

Why Attend · Banking Transformation Summit USA

Why the C-Suite Should Attend

  • November 9–10, 2026
  • Charlotte, North Carolina
  • Six C-suite roles covered

For banking transformation to succeed, it takes decisions across the C-suite to drive it forward. From customer engagement and digital experience to risk and compliance, operational efficiency to AI, every department has a responsibility to build the future of the financial industry.

We design our two-day banking agenda and networking program specifically around C-suite needs: dedicated keynotes that dig into the biggest banking challenges, and panel discussions built for open, honest debate on what's actually working and what isn't.

See your role

The agenda

Five Banking Themes, Tracking the Decisions Being Made Now

Our five agenda themes track what banks and credit unions are doing and deciding right now.

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

Who is in the room

Networking Opportunities with Banking Leaders

Speaking with senior leaders who are facing the same challenges as you is invaluable and that's why our attendee list is verified in advance, so you know who else is in the room. From our invite-only golf day at Rocky River Golf Club, to a pre-event networking mixer, a day one drinks reception and breaks between every session, there's ample opportunity for unscripted conversations and genuine networking.

  1. Invite-Only Golf Day

    Rocky River Golf Club, in a small invited group.

  2. Pre-Event Networking Mixer

    Meet the room informally before the agenda starts.

  3. Day One Networking Drinks Reception

    Close out day one over drinks with banks and credit unions.

Role by role

What the Two Days Hold for Your Role

For Chief Executive Officers

  • Leadership matters more than ever in a period of transformation. Benchmark your strategy against other banks and credit unions doing the same work and see what they'd do differently.
  • See real-world deployments of AI, digital banking and other new technologies, and what business value they've delivered.
  • Hear from fellow CEOs on innovation, changing customer expectations, growth and risk.
  • Build relationships with fellow C-suite leaders across the industry that continue long after the Summit ends.

Recommended sessions

  • The Year Ahead: Where US Banking Goes Next Day 1 · 09:20–09:50 · The Go-Live Stage
  • What Separated Winners From Laggards Day 2 · 09:45–10:15 · The Go-Live Stage
  • The Call That Will Define 2027 Day 1 · 16:30–17:00 · The Go-Live Stage

For Chief Marketing Officers

  • See how banks and credit unions are rethinking marketing to keep pace with customer expectations that are constantly moving.
  • Learn how AI is being used to personalize the customer experience across the financial sector.
  • Discuss with fellow CMOs how to earn customer trust as AI and digital experiences expand.
  • Compare notes with peers navigating the same challenges with branding, differentiators and trust.

Recommended sessions

  • The Engagement Stack: What's Earning Its Keep Day 1 · 11:50–12:10 · The Engine Room Stage
  • Customer Journeys That Earn Loyalty, Not Just Logins Day 1 · 13:50–14:20 · The Go-Live Stage
  • The Experience Engine: Personalization Customers Actually Feel Day 1 · 15:10–15:40 · The Engine Room Stage

For Chief Technology Officers

  • Hear how banks have moved AI from pilot to production, and what they'd change if they started over.
  • Get into the "rip and replace" debate: does modernizing legacy infrastructure or building new work better for AI, and what's the real cost of each.
  • Discuss how to scale emerging technology without putting reputation or brand on the line.
  • Benchmark your cloud, data and technology strategy against where the rest of the industry stands.
  • Connect with technology leaders facing the same transformation calls and hear what they've built as well as cut.

Recommended sessions

  • Replace, Rebuild, or Hold: The Core Call and Who Owns It Day 1 · 11:10–11:40 · The Impact Stage
  • What CIOs Are Funding, Cutting, and Deferring Day 1 · 15:50–16:20 · The Go-Live Stage
  • The 2027 Core Decision: Modernize, Wrap, or Replace Day 1 · 15:10–15:40 · The Impact Stage

For Chief Operating Officers

  • See how banks and credit unions are cutting cost without compromising on customer experience.
  • Hear how peers are handling workforce transformation, including which roles are no longer being backfilled and why.
  • Understand where automation and AI have actually changed banking operations, and where the accountability sits when an agent makes the call.
  • Learn what's reduced friction, cost and complexity in practice from real-life use cases.
  • Benchmark your operational transformation strategy against what others have already tried, kept, and left behind.

Recommended sessions

  • How Banking Operations Actually Change When AI Does the Work Day 2 · 13:45–14:15 · The Go-Live Stage
  • Operations With Agents: What's Actually Running in 2026 Day 2 · 11:35–12:05 · The Impact Stage
  • Who's Accountable When AI Makes the Call Day 1 · 15:50–16:20 · The Impact Stage

For Chief Data Officers

  • See what it takes to get AI models past the pilot stage and into production successfully.
  • Learn how other banks and credit unions are governing AI responsibly, and where governance has slowed them down.
  • Discuss data governance, quality and AI readiness with peers solving the same problem.
  • Understand what's actually required to get more value out of your data.

Recommended sessions

  • Data, Not Models: Why AI ROI Stalls Day 1 · 11:50–12:10 · The Go-Live Stage
  • AI ROI: Where the Numbers Are Actually Showing Up Day 1 · 10:30–10:50 · The Go-Live Stage
  • AI Governance That Doesn't Kill Velocity Day 1 · 10:30–10:50 · The Engine Room Stage

For Chief Risk Officers

  • Understand how new technology is changing how banks and credit unions plan for and manage risk, and what OCC and NCUA examiners are already asking about.
  • Explore the regulatory challenges around responsible AI and how you can solve them.
  • Hear how other financial institutions are enabling innovation without losing control of their systems.
  • Discuss how banks and credit unions are running AI programs while minimizing risk.

Recommended sessions

  • Banking Governance in the Age of AI: Lessons and Conclusions Day 2 · 13:45–14:10 · The Engine Room Stage
  • Examiner-Ready AI: Evidence That Holds Up Day 2 · 13:45–14:15 · The Impact Stage
  • Risk and Controls When Money Moves in Real Time Day 1 · 11:10–11:40 · The Engine Room Stage
See the full banking agenda

The sessions you attend count toward your professional development. Day one is worth 9 CPD credits and day two is worth 7, at no cost to attendees. See how CPD accreditation works.

In their words

What Banking Leaders Are Coming For

Banking Transformation Summit is about connecting with other leaders who are navigating so many of the same issues and questions around growth, technology, scale and transformation. That's what makes this environment so unique.
Darius Wise Darius Wise Chief Executive Officer, Red Rocks Credit Union
I'm looking forward to hearing how banking leaders are approaching AI transformation in practice, particularly the governance, risk, and accountability challenges that emerge as machine learning becomes more embedded in high-stakes decisions. I'm also excited to exchange perspectives with practitioners across banking, risk, data, and technology, and to learn from the trade-offs they are navigating as they scale AI responsibly.
Tiffany Degbotse Tiffany Degbotse CEO, Governance In Knowledge
I'm looking forward to engaging with banking leaders on the opportunities and challenges facing our industry, sharing lessons learned, and gaining new perspectives on how institutions can innovate responsibly while managing risk effectively.
Eric Ferri Eric Ferri Chief Risk Officer, Pathward Financial

Two Days in Charlotte With the People Making the Same Calls.

Where Banks Meet Real Change.

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