RSVP | DETAILS | AGENDAS | SPEAKERS | QUESTIONS?
The complimentary executive Summit designed
to equip community banking leaders
with a powerful strategic edge.
May 1–3 | Roanoke, VA
Step Into the Future of Banking
Building on the incredible success of the inaugural KlariVis Data & Innovation Summit - where 100% of surveyed attendees said they would recommend it to a peer - we’re thrilled to bring you an expanded lineup of must-attend KlariVis Executive Data & Innovation Summits in 2025!
The banking world isn’t waiting for anyone. Data is reshaping the industry, and this is your chance to lead the charge with tools and insights that give you a real edge.
What to Expect:
- Proven strategies to grow revenue, streamline operations, and future-proof your bank.
- Meaningful connections with other executive leaders in an intimate setting (only 40 spots per event).
- Expert-led sessions from top industry professionals, plus tips and tricks from KlariVis super-users.
The future of banking is data-driven, and these Summits are your opportunity to stay ahead of the curve. You’ll leave with fresh ideas, clear strategies, and the connections you need to drive your bank forward.
PLEASE NOTE: As an exclusive event meant for meaningful strategy sessions and networking opportunities, space is LIMITED and early registration is highly recommended.
RSVP Here
- Date: April 3 - 5, 2025
- Location: Phoenix, AZ
- Welcome Reception & Guest Accommodations: The Historic Arizona Biltmore (2400 E. Missouri Ave, Phoenix, AZ 85016)
- Summit Sessions: The Historic Arizona Biltmore (2400 E. Missouri Ave, Phoenix, AZ 85016)
Your invitation includes:
- Hotel accommodations for two nights at a premium hotel
- All meals, including networking receptions and dinner
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Date: May 1 - 3, 2025
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Location: Roanoke, VA
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Welcome Reception & Guest Accommodations: The Hotel Roanoke (110 Shenandoah Ave NW, Roanoke, VA 24016)
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Summit Sessions: KlariVis Headquarters (110 Franklin Road, Suite 200, Roanoke, VA 24011)
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Your invitation includes:
- Hotel accommodations for two nights at a premium hotel
- All meals, including networking receptions and dinner
This event has limited seating and registrations are accepted on a first-come, first serve basis. RSVP today!
Explore What's in Store
While the May agenda is still evolving to ensure we deliver the most current and impactful insights possible, here’s an outline of what you can expect during each of our action-packed Summits. Finalized agendas will be shared as each event approaches.
DAY 1:
- 6:00 PM – 8:30 PM: Welcome Reception
Kick off the summit by connecting with fellow banking leaders in a relaxed and engaging setting.
DAY 2:
A day of inspiration, collaboration, and practical takeaways that will elevate your strategic edge.
- 8:15 AM – 4:30 PM: Interactive Sessions
Dive into expert-led discussions on data-driven strategies and innovation. These sessions are designed for maximum participation, encouraging you to share insights, ask questions, and collaborate with peers and experts in real time. - 4:30 PM - 5:30 PM: Platform Walkthroughs & Networking
See KlariVis in action, exchange ideas with peers, and engage directly with the experts who built and continue to evolve the platform to meet the needs of community banks like yours.
- 5:30 PM – 8:30 PM: Cocktail Reception & Dinner
Unwind over drinks and a delicious meal while building meaningful connections with fellow executives in a relaxed, collaborative atmosphere.
DAY 3:
- Departure
Head home with fresh perspectives and actionable strategies to apply at your bank.
Insights from Industry Leaders
Our 2025 lineup of speakers will feature industry leaders, innovators, and banking experts eager to help shape your bank's data strategy and sharpen your decision-making abilities. Exciting speaker announcements will be added regularly, so check back often!
APRIL SPEAKERS
Renato Derraik
Chief Information & Digital Officer
Live Oak Bank
APRIL KEYNOTE
Jim Donnelly
Wayne Bank
Toni Lucky
EVP, Chief Retail Officer
Legend Bank
Steve Poynot
President & COO
Capital Bank
Sandie Schultz
UBank
- David Conne
SVP, BankOnIt - Casey Hill
CFO, Merchants & Marine Bank - Mike Olson
CEO, Bank of Brodhead - Charles Robertson
EVP & Chief Retail Officer, Kitsap Bank - Lisa Shields
Founder & CEO, FISPAN
MAY SPEAKERS
Juan Gorricho
Head, Executive Product Owner and Data Strategy
TD Bank
MAY KEYNOTE
Beth Beale
EVP & CFO
Benchmark Community Bank
Patricia Ferrick
President
FVCbank
Susan Hubble
EVP & CIO
Peoples Security Bank & Trust
Brian Humphreys
Rio Bank
Jason Jones
President
Community Financial Services Bank
Past Summit Speakers Include:
Juan Gorricho
Head, Executive Product Owner and Data Strategy
TD Bank
Jim Donnelly
President & CEO
Wayne Bank
Raymond Goodrich
EVP & Chief Lending Officer
Bank of Charles Town
Greg Robertson
EVP & CFO
b1Bank
Charles Potts
ICBA
Steve Poynot
President & COO
Capital Bank
Kim Snyder
KlariVis
Jerry Bradley
Chief Product Officer
KlariVis
Ashley Fiore
KlariVis
Gill Hundley
KlariVis
Chris Muracco
KlariVis
Amber Robinson
KlariVis
Questions?
Please contact TonyaWoolwine@KlariVis.com.