Banking Transformation Summit USA 2026

Attend the Banking Transformation Summit USA 2026 from November 9–10, 2026, in Charlotte, North Carolina. This two-day event brings together banking CEOs, credit union leaders, technology specialists, innovators, and solution suppliers to discuss what it truly takes to modernize financial institutions. It is aimed at leaders in the quickly evolving financial services market. The summit, which has more than 500 participants, 80 banks and credit unions, 100 speakers, and 50 sessions, provides a useful setting for exchanging actual experiences, difficulties, and strategies.

Organized By

Banking Transformation Summit aims to explore how digital transformation, emerging technologies, and smarter operating models are reshaping bank operations and customer service.

Event Highlights

• 500+ industry leaders from banks, credit unions, technology companies, and financial services organizations.
• 100+ expert speakers sharing practical transformation stories, lessons, and strategies.
• 50 focused sessions covering AI, data, payments, customer experience, risk, and infrastructure.
• 80+ banks and credit unions creating a strong peer-to-peer learning environment.

Why Attend Banking Transformation Summit USA 2026

• Gain practical insights from leaders sharing real-world banking transformation case studies.
• Benchmark strategies with executives from more than 80 banks and credit unions.
• Explore AI-driven banking, including AI ROI, agentic AI, AI governance, and production deployment.
• Understand modernization priorities, from core banking migration to intelligent infrastructure.
• Strengthen professional connections through dedicated networking sessions, breaks, lunch, and the evening drinks reception.
• Discover emerging solutions and meet technology providers supporting the future of financial services.

Agenda Highlights 

• Day 1 | November 9
• 09:15–09:45 – The Year Ahead: Where US Banking Goes Next — exploring the future direction of American banking.
• 10:30–10:50 – AI ROI: Where the Numbers Are Actually Showing Up — examining measurable AI value.
• 11:10–11:40 – What Got Through: AI From Pilot to Production — practical lessons on AI deployment.
• 13:50–14:20 – Customer Journeys That Earn Loyalty, Not Just Logins — transforming customer experience.
• 15:50–16:20 – What Transformation Does to Your People — exploring workforce, leadership, and organizational change.
•  Day 2 | November 10
• 09:00–09:30 – A First Look at the Tech Defining Your 2027 — technologies shaping the next phase of banking.
• 10:55–11:15 – Case Study: Design Patterns in Agentic AI — examining practical applications of autonomous AI.
• 11:25–11:55 – Operations With Agents: What's Actually Running in 2026 — understanding AI-powered operations.
• 13:35–14:05 – How Banking Operations Actually Change When AI Does the Work — exploring operational transformation.
• 14:15–14:35 – The AI Infrastructure Calls You Can't Defer Another Year — identifying critical technology priorities.

Featured Speakers

• Alex Arnold — Chief Enterprise Control & Change Officer, Truist
• Peter A. Gasparro — Chief Development Officer, Barclays US Consumer Bank
• Zailong Wan — SVP, Head of Model Risk, TD Bank
• Swaroop K. Yalla — Managing Director, Transformation and Automation, Bank of America
• Mira Ness — CEO, NYU Federal Credit Union

Don't miss the chance to meet the leaders at the Banking Transformation Summit USA 2026 who are transforming innovative concepts into practical banking transformation.