Friday, October 10, 2025

• 8:00 am – 9:00 am

Breakfast & Exhibit Hall

• 8:00 am – 10:00 am

SBA Meeting

• 9:00 am – 9:45 am

Breakout Sessions

• 9:45 am – 10:30 am

Exhibit Hall

• 10:30 am – 11:15 am

Breakout Sessions

• 11:15 am – 12:00 pm

Exhibit Hall

• 12:00 pm – 1:30 pm

C Suite Lunch & Keynote Speaker

• 12:00 pm – 1:30 pm

Attendee Lunch & General Session

• 1:30 pm – 2:00 pm

Cash & Prize Give-aways

• 2:00 pm

Show Concludes

2025 AGENDA

Wednesday, October 8, 2025

5:00 pm – 7:00 pm: Opening Reception & Exhibit Hall

Thursday, October 9, 2025

8:00 am – 9:00 am: Breakfast & Exhibit Hall

9:00 am – 9:45 am: Breakout Sessions

Profit Resources: Debunking Common Misconceptions of Debit and Credit Card Profitability

Is it possible to increase the bank’s interchange income? Are contactless cards more secure? Do you really need to market debit cards? In this session we will be confronting the biggest interchange questions headfirst. Join us as PRI demystifies common misconceptions in order to reveal the truth behind debit and credit card profitability. Learn the truth behind the impact interchange can have on your bottom-line.

Silvertech: From Cost Center to Profit Center: Proving Marketing ROI with Real-World Data

Marketing is no longer just about visibility…it’s about accountability. For today’s financial institutions, proving ROI and turning marketing into a revenue-generating function is a top priority. In this session, we’ll explore how banks are using data-driven digital marketing strategies to move from cost center to profit center.

You’ll learn about some of the modern marketing tech that can centralize content, surface real-time customer behavior insights, and empower your team to launch personalized, high-performing campaigns. We’ll also share real-world examples from the banking industry to show how marketing teams are driving measurable results across all channels.

Key Takeaways:
• Leveraging digital marketing data to track engagement and optimize campaigns
• Defining personas and personalizing content with customer insights
• Enhancing SEO and consistency with a DXP
• Real-world example: How banks leverage data from digital marketing campaigns to optimize engagement
• Best practices for integrating automation, CRM, and reporting tools

Join us to learn how a data-driven approach can help you execute a smarter, more effective omnichannel marketing strategy.”

Upgrade: A Strategic Upgrade Through Fintech Partnership

The current environment highlights the need for new avenues and innovative ways to source growth. First, we will discuss highlights of the latest trends in consumer lending and the consumer credit landscape. Next, we will detail some fintech options to help achieve growth, including loan growth or balance sheet management or declining margins to help meet ALM or ALCO goals when organic production fluctuates. Finally, we will review fintech partnership trends and what fintech partnerships can offer financial institutions.

9:45 am – 10:30 am: Exhibit Hall

10:30 am – 11:15 am: Breakout Sessions

Diebold Nixdorf: Seamless Journeys and Transaction Automation through Self-Service

Consumers expect their banking experiences to be fast, easy, secure, consistent and deeply personalized. In an effort to meet these expectations for convenient, on-demand, digital-first services, financial institutions (FIs) are evaluating their business models and branch designs to embrace the agility that can be gained through emerging technologies and alternative delivery models, such as cloud-based services. FIs are now recognizing that a modern ATM represents a strategic touchpoint from which they can empower new member-driven transactions and services.

By connecting to core systems through cloud-based services, FIs improve operational efficiency and increase member satisfaction. In this session, we’ll discuss:

• Benefits associated with utilizing cloud-based technologies, such as Transaction Automation.
• Best practices to consider when implementing new solutions.
• How to leverage the power of your core banking system to streamline transactions and the member experience at the ATM. 

OneDigital: Executive Benefits, BOLI, and What the 2025 Survey Data Tells Us About Bank Leadership Strategy

Today’s leadership challenges demand more than competitive salaries, they call for long-term strategies that align, retain, and reward your most critical talent. In this session, John Gagnon and Dave Gagnon will explore how community banks are evolving their executive benefit programs. This session will cover: 

• Executive Benefit Plan Design – What makes a key person plan effective and what undermines its purpose? We’ll discuss how community banks are using SERPs, deferred compensation, and long-term incentives to retain key executives, improve succession planning, and reinforce leadership alignment. Expect clear insights on design trends, tax considerations, and strategic intent, not just plan mechanics.

• 2025 Executive Benefits in Banking Survey: New Data, Real Impact – Our latest survey reflects the benefit priorities, funding methods, and compensation structures currently shaping the industry. We’ll share what high-performing banks are doing differently, where gaps remain, and what your peers are prioritizing in today’s market. The findings from our 2025 survey will help you benchmark your approach and identify potential areas of opportunity—or risk.

• BOLI Strategies and Updates – BOLI remains a popular funding vehicle, but it’s often misunderstood. We’ll clarify how banks are using BOLI in 2025: when it works, what to evaluate, and how to approach it as a financial tool, not a product. Whether your bank currently holds BOLI or is reassessing its position, this section will offer practical guidance grounded in today’s rate environment and regulatory expectations.

Paladin fs: Fintech Disruption of the Legacy Core Obstruction

Fintech will disrupt every aspect of banking IT in the next 5 years but nobody is giving banks a plan on how to find, assess, procure and implement friendly fintech alternatives. Even worse, few are talking about the market obstruction being executed by the major Core IT suppliers and how this could blow up an institutions’ efforts in executing an innovation and digital transformation plan. This session will arm attendees with an action plan for success.

11:15 am – 12:00 pm: Exhibit Hall

11:30 am – 5:00 pm: Golf at Lake of Isles

12:00 pm – 5:00 pm: Off Site Activities & Free Time

6:30 pm – 7:30 pm: New Leaders Cocktail Reception

7:30 pm – 9:30 pm: New Leaders Dinner & Awards

Friday, October 10, 2025

8:00 am – 9:00 am: Breakfast & Exhibit Hall

8:00 am – 10:00 am: SBA Meeting

The session will feature a comprehensive regional update hosted by the SBA District Offices of Connecticut, Massachusetts, and Rhode Island. Attendees can expect valuable insights into recent SBA loan activity, key updates to the Standard Operating Procedures (SOP), and a discussion on current market challenges impacting lenders and small businesses alike.

A highlight of the session will be a special guest from the SBA’s Office of Capital Access, who will present new initiatives focused on boosting lending in the manufacturing sector and other strategic segments.

As a regional SBA training event, this session offers a unique opportunity for lending professionals to stay informed, engage with SBA leadership, and gain actionable knowledge to navigate today’s evolving small business lending landscape. This is a must-attend event for anyone involved in SBA lending.

9:00 am – 9:45 am: Breakout Sessions

LemonadeLXP: Your People Strategy Is Your Tech Strategy

You’ve modernized your core. You’ve invested in CX. You’ve launched new digital tools and fintech partnerships. But your staff can’t keep up. The gap between what your institution offers and what your teams can confidently deliver is growing—and it’s impacting service, growth, and compliance. 

No matter how advanced your technology is, it won’t deliver results unless your people are prepared to use it effectively. From onboarding to ongoing enablement, we’ll show you how to equip your frontline, branch, and contact center teams with the tools, training, and real-time knowledge they need to support transformation, deliver consistent experiences, and stay compliant in an evolving regulatory environment. 

Because at the end of the day, the success of your digital transformation doesn’t just depend on your tech—it depends on your people. 

Passerelle: How Avidia Bank is Building a Modern Bank on a Strategic Data Foundation

Regional and community banks are redefining how they operate, compete, and grow by turning their data from a burden into a strategic asset. Avidia Bank is leading this transformation through a practical, phased approach to data modernization. 

In this fireside chat, John O’Connor, SVP and Chief Information Officer at Avidia Bank, shares how the bank is using trusted data and cloud-based architecture to drive operational efficiency, smarter decision-making, and AI readiness. This conversation will reveal how a strong data strategy, aligned with leadership vision, can unlock new paths to customer engagement, commercial banking expansion, and sustainable growth. 

From breaking down silos and eliminating month-end reporting delays to enabling personalized banking experiences and exploring low-code automation, this session is packed with pragmatic insights for institutions ready to modernize. 

What You’ll Learn 

• Data Modernization Blueprint: A phased strategy for evolving from 30-day reporting cycles to real-time dashboards and analytics, using a composable architecture. 
• Early Wins with Measurable ROI: How five MVPs, including Customer 360, loan data integration, and real-time financial reporting, created fast results and built organizational buy-in for further transformation. 
• AI-Ready Infrastructure: How modern data infrastructure lays the foundation for intelligent automation and future AI use cases, including predictive analytics, CRM automation, and performance benchmarking. 
• Leadership-Driven Culture Shift: Lessons on aligning IT and executive leadership to shift from reactive to data-informed strategy, creating agility, transparency, and long-term impact across the institution. 
• Practical Insights for Peer Banks: Applicable recommendations for institutions in the $1B–$5B asset range to start or accelerate their data journey without massive disruption or vendor lock-in. 

NEACH: Fintechs – The bridge that maybe needed to get you from where you are today to where you want to be tomorrow

The road to relevance may not always be a straight road and may require that you to make frequent stops and turns. Small to Mid-Size institutions are facing great challenges as they fight for deposits and to remain top of mind with customers. Competing against larger banks and non-bank providers with more money to spend may seem like a daunting challenge but it does not have to be.

Fintechs with solutions to many of the problems that have kept banks from innovating in the past are in abundance and looking for banking partners. You can find a fintech to help enhance products and the user experience of your account holders. The days of hesitation about fintech relationships from regulators maybe a thing of the past as the new administration is encouraging banks to partner with fintechs to innovate and improve the experience for the banked and to attract the unbanked into the system. With proper strategic planning that doesn’t have to rely solely on your core provider, selection and oversight your institution can leverage fintech relationships to provide great products and experiences to your account holders. That is a key to remaining relevant.

9:45 am – 10:30 am: Exhibit Hall

10:30 am – 11:15 am: Breakout Sessions

COCC: Integrate to Innovate: Strategies for Modern Financial Institutions

API integration is no longer just a technical necessity; it’s a strategic imperative for financial institutions navigating digital transformation. As community banks and credit unions accelerate efforts to modernize their technology ecosystems, seamless API connectivity between core, digital platforms, and third-party partners has become critical for delivering faster, more flexible, and more personalized services.

While integration is not a new concept for core providers or fintech vendors, today’s environment introduces new complexities, from authentication standards and data orchestration to scalability, governance, and user experience. Successful execution requires more than just technology, it demands a clear roadmap, internal alignment, and the right partnerships.

In this session, we’ll explore the evolving landscape of API integration through real-world examples, highlight key considerations for optimizing performance and developer experience, and offer actionable strategies to reduce friction, accelerate timelines, and future-proof your institution’s ecosystem. Whether you’re launching your first integration or expanding an open banking framework, this session will help you align your technology decisions with your institution’s long-term goals.

N-able (Adlumin) Modernizing Cybersecurity and Compliance: Real-Time Threat Detection for the Financial Sector

As cyber threats become faster, smarter, and more financially motivated, traditional security tools and siloed compliance processes can no longer keep up. Financial institutions face increasing pressure to not only detect threats in real time but also demonstrate continuous compliance with evolving regulations. In this session, Adlumin—a leader in managed detection and response (MDR) and compliance automation—will explore how modern banks can unify their cybersecurity and compliance strategies through intelligent, cloud-native platforms.

Wolf and Company: From Data Chaos to AI Excellence: A Practical Roadmap for Financial Institution Transformation

Financial institutions are at a critical inflection point. While 74% of banking executives recognize data as critical to their success, only 21% feel prepared to harness its power. This session cuts through the AI hype to deliver actionable strategies that banks can implement immediately. 

Drawing from real-world banking implementations and industry research, this presentation provides a clear framework for transforming fragmented data systems into AI-powered competitive advantages. Attendees will leave with a practical understanding of how to move from defensive AI strategies (fraud detection, compliance) to offensive growth strategies that drive 25% increases in cross-sell opportunities and 40% operational efficiency gains. 

Key Takeaways 

• Immediate Action Plan: A size-based maturity framework showing exactly which AI initiatives to prioritize based on your institution’s asset size $250M to$5B+) 

• ROI Roadmap: Proven metrics showing 50% reduction in data aggregation time, 30% faster regulatory reporting, and 15% improvement in customer retention 

• Strategic Decision Framework: The four approaches to tackling data transformation in 2025, with clear cost-benefit analysis for each path 

11:15 am – 12:00 pm: Exhibit Hall

12:00 pm – 1:30 pm: C Suite Lunch & Keynote Speaker

12:00 pm – 1:30 pm: Attendee Lunch & General Session

1:30 pm – 2:00 pm: Cash & Prize Give-aways

2:00 pm: Show Concludes