Finance & Banking

Banking Transformation Summit USA 2026

Banking Transformation Summit USA brings together senior leaders from over 80 banks and credit unions for two days of practical case studies, networking, and honest conversations about strategic priorities in the banking sector. The event focuses on top-of-mind topics such as AI, infrastructure, risk, customer experience, and operational transformation, offe…

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27Speakers
7Sponsors
34On the bill · sessions
27Companies · in total
§I

Speakers

Programmed at Banking, in alphabetical order.
Akshay Pore
Managing Director, Data Modernization and AI Transformation · Bank of America
Alex Arnold
Chief Enterprise Control & Change Officer · Truist
Brad Moats
SVP, Card Product & Portfolio Strategy · State Employees' Credit Union
Carlos Rodriguez
SVP, AI and Machine Learning · KeyBank
Darius Wise
President / CEO · Red Rocks Credit Union
Eric Ferri
Chief Risk Officer · Pathward
Gary Fan
COO · Royal Business Bank
Gaurav A Kshirsagar
VP, Lead Software Engineer · U.S. Bank
Gurpreet Atwal
Chief Data Officer, Consumer & Small Business Bank · Truist
Henan Li
SVP, Process, AI and Technology · Citi
Jamie Kerr
EVP, Director of Commercial Administration, SouthState Bank · SouthState Bank
Laurie Stewart
CEO · Sound Community Bank
Mark Johnstone
MD, Banking Transformation Summit, and the Day One Chair
Matt Shilling
Executive Director, Fraud and Servicing Assessments · JPMorgan Chase & Co.
Mike Storiale
SVP, AI and Transformation, Synchrony · Synchrony
Mira Ness
CEO · NYU Federal Credit Union
Nalan K Mulder
Strategic Risk and Compliance Leader
Phil Caputo
EVP, Enterprise Project Management · State Employees' Credit Union
Rajat Baijal
Director, Enterprise Risk Management, Citi · Citi
Shaundra Warren
Chief Strategy and Risk Officer · Sharonview Federal Credit Union
Sreekar Bhaviripudi
Managing Director, Head of AI/ML in WM, Morgan Stanley · Morgan Stanley
Stephanie Richard
Chief Risk Officer · Ally Financial
§II

Sponsors

The houses behind the program. Tiers as disclosed.
Accenture
Camunda
Liferay
Ping Identity
Temenos
ThoughtSpot
Vonage
§III

Agenda

Selected from 34 sessions on the bill.
  • 08:00

    Registration Opens

  • 09:05 - 09:15

    Opening Remarks

    Welcome video plus opening remarks from Mark Johnstone, MD, Banking Transformation Summit, and the Day One Chair

  • 09:15 - 09:45

    The Year Ahead: Where US Banking Goes Next

    What banking and credit union leaders are funding for 2027, what they are walking away from, and the decisions every CEO needs to make in the next two quarters. What is on every ba…

    The Go-Live Stage
  • 10:00 - 10:20

    Case Study: Inside an AI Transformation

    An AI transformation in practice. The use cases that delivered measurable ROI, the ones that got reversed, the data foundation rebuilt to enable them, and what the next twelve mont…

    The Go-Live Stage
  • 10:00 - 10:20

    Case Study: Rebuilding the Risk Function

    Rebuilding the risk function for AI delivery, agentic systems, and continuous regulatory change. What gets cut, what gets added, and what changes when risk operates at delivery spe…

    The Impact Stage
  • 10:00 - 10:20

    Credit Union Case Study: Inside a Modernization Story

    A credit union modernization in practice. The operational, technological, and member experience calls that worked, the ones that didn't, and what gets built differently next inside…

    The Engine Room Stage
  • 10:30 - 10:50

    AI Governance That Doesn't Kill Velocity

    How fast-moving banks keep AI governance fast without cutting corners. Where risk tooling helps, where it adds ceremony, and the operating rhythm that lets risk and delivery move a…

    The Engine Room Stage
  • 10:30 - 10:50

    AI ROI: Where the Numbers Are Actually Showing Up

    Most US bank GenAI investment shows no measurable return. Where productivity is landing, where revenue is moving, and the metrics that survive board, audit, and CFO scrutiny. Where…

    The Go-Live Stage
  • 10:30 - 10:50

    Core Migration: What Is Actually Working

    Sequencing, vendor lock-in management, risk controls, and the mistakes repeating across institutions running the same playbook. Lessons from live transformations in 2026. What sequ…

    The Impact Stage
Intermission
Part the Second · For the Buyer

An audience of 27 companies, parsed from the program.

27 companies in attendance.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room
0All threespeak · spons · exh
7Sponsoringsponsor only
20Companies Speakingspeaker only
Speakers by seniority

93% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

  • C-suite1037%
  • VP-level1037%
  • Director / Head of519%
  • Other roles27%

Of 27 on the bill · classified by free-text title

Most-represented companies
  1. 01AccentureSp
  2. 02CamundaSp
  3. 03LiferaySp
  4. 04Ping IdentitySp
  5. 05TemenosSp
  6. 06ThoughtSpotSp
  7. 07VonageSp
  8. 08Bank of America2V
  9. 09Citi2V
  10. 10State Employees' Credit Union2V
  11. 11Truist2V
  12. 12U.S. Bank2V
  13. 13Ally1V
  14. 14Ally Financial1V
Sponsors by tier
unspecified7
100% of 7
At peer events but not here

These companies sponsored two or more peer events recently, but aren't on this program. For an organizer, that's a list of warm prospects.

Related events · by shared sponsors