Charlotte, NC – August 21, 2025. The future of banking is taking center stage. Banking Transformation Summit is set to return to the Charlotte Convention Center on November 17-18, 2025, bringing together over 800 banking and fintech leaders to explore the cutting-edge of AI, data, automation, and digital transformation. If you can’t wait that long, there’s good news. MoneyNext have announced a Live Session series leading up to the Summit.
“The Summit’s interactive tracks, expert-led panels, and hands-on innovation sessions give attendees a front-row seat to the ideas and strategies shaping the future of banking and fintech. It’s a unique opportunity to learn directly from industry visionaries and take away actionable insights driving the bank of tomorrow”. Peter Curran, Head of Content for North America, MoneyNext
AI, Data s Automation – This track explores how North America’s leading banks and credit unions are harnessing generative AI, intelligent automation, and advanced data strategies to drive efficiency, accelerate decision-making, and unlock new business models. Discover AI-driven innovations that enhance customer experiences, personalize products, and streamline operations all while improving security and modernizing legacy systems. From predictive insights to automated core functions, see how forward-thinking institutions are shaping the future.
Leadership, Tech s Transformation – This track unites the teams driving transformation across banking’s digital landscape from cloud infrastructure and core platforms to change management and enterprise agility. Attendees will gain insights into thriving in a digital-first world by aligning with evolving customer expectations and embracing innovation. Sessions will explore strategies for delivering a seamless digital experience, personalizing services, and enhancing security to meet rising demands for speed and convenience. With a focus on fostering a dynamic workforce and a culture of adaptability, this track equips banks and credit unions for long-term growth in an ever- changing industry.
Must-Attend Sessions – The Summit works alongside leading banks to deliver two days of exceptional content. Highlighted sessions include:
- The AI-Driven Future: Transforming Banking Through Machine Learning and Innovation
- Unlocking the Power of Data: Embracing Opportunities in Digital Banking
- The Future of Personalization: Creating A Seamless Experience for Digital-Era Customers
- From Legacy to Digital: Rethinking Risk, Regulation, and Compliance in Modern Banking View the full agenda Your ticket grants you access to all of it.
Speaker Lineup – Attendees will hear from over 80 visionary speakers across two tracks, including:
- Zac Streelman, Chief Information Officer, Allegacy Federal Credit Union
- Gaurav Saluja, VP – Global Head Talent C People Strategy, HSBC
- Shaundra Warren, Chief Strategy and Risk Officer, Sharonview Federal Credit Union
- Bedanta Bordoloi, Director, Data Strategy C Information Architecture, Bank of America
- Rene Schuurman, Director – CashPro Product Manager, Bank of America
- Tomas Kuslikis, President and CEO, EFCU Financial
- Chris Palumbo, Senior Vice President and Chief Operating Officer, Citadel Credit Union
Learn, Discuss, and Connect – All-in-One Session – Combine expert insights with peer-to-peer exchange in a format designed for maximum engagement. The Innovation Sessions start with a curated 30-minute panel of leading industry voices, unpacking the latest trends and practical realities. Then, roll up your sleeves for 20 minutes of interactive roundtable discussion, where each table tackles a key question – fostering deeper conversations, shared experiences, and crowd- sourced insights. All followed by a chance to feedback, giving every table the chance to bring their best ideas back to the room. It’s a rare opportunity to learn from experts, collaborate with peers, and walk away with actionable strategies – all-in-one dynamic session.
The Visionaries and Trailblazers – Discover what’s next and see the future of banking close up. In these high-energy 50-minute sessions, attendees will experience four back-to-back 10-minute presentations from emerging fintechs, bold start-ups, and tech-forward companies redefining the industry. It’s the front-row seat to fresh ideas, breakthrough innovations, and cutting-edge solutions – delivered fast, focused, and ready to inspire.
Register Now – Join over 800 banking tech colleagues representing over 80 banks and credit unions over two dynamic days. Work for a Bank or Credit Union? Apply for your FREE ticket here.
General Attendees can take advantage of early bird rates by booking here. Use code GRC10 for a 10% discount at checkout.
Can’t wait until November? Join Banking Transformation Summit’s Live Webinar Series. Generative AI in Banking: From Hype to High-Impact Use Cases. GenAI has moved beyond the
hype cycle, and banking leaders are asking the critical questions: What’s real? What’s scalable? What’s next? On August 28, 2025, at 11:00 PT / 13:00 CT / 14:00 ET, join a powerhouse panel featuring…
- Todd Purcell, Head of Digital Strategy, TD Bank
- Stephanie Richard, Chief Risk Officer, Ally
- Atul Subbiah, Managing Director, Accenture
- Sidharth Pande, Group Product Manager, S. Bank
- Moderated by Mark Johnstone, Director, MoneyNext
Together, they’ll tackle the real-world state of GenAI in banking, covering practical use cases, compliance and governance challenges, infrastructure shifts, and the team-level transformations needed for adoption at scale. Expect a fast-paced, QCA-driven discussion where audience
questions shape the conversation. No buzzwords – just real-world insights, examples, and honest discussion of how GenAI is changing the future of financial services. Join the session here.
For more information, please visit Banking Transformation Summit.
Notes for Editors:
Who is MoneyNext?
We produce exceptional events in the BFSI sector, that enable learning, foster meaningful connections, inspire growth, and create lasting moments of enjoyment and fun. At the heart of each of our events lies the power of connection. It’s where people forge relationships, share ideas, and spark collaborations that drive real business results.
Our Events:
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Website: https://wearemoneynext.com/
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Media Contact: MoneyNext markj@moneynext.tv