Thank you to those you attended our C-Suite Summit! We look forward to announcing 2027 dates soon.
Built for your data & AI journey.
The KlariVis Data & AI Institute C-Suite Summit is a three-day working session for community bank executives who have moved past the hype and want to do the actual work. The premise is simple: there is no AI strategy without a data strategy, and the institutions getting this right are the ones building the foundation now rather than waiting for the next planning cycle.
Attendance is intentionally limited to two C-suite leaders per institution, which keeps the conversation peer-level and candid. Over three days you will hear from executives and practitioners who are putting data and AI to work inside real community banks, compare notes on what is genuinely working and what is still noise, and leave with a clearer view of where your own bank sits and what you can act on when you get home. Every session is built around the realities of leading a community bank today, not a version of this work scaled for institutions ten times your size.
Registration is $750 per person and includes a two night hotel stay and all meals throughout the event.
For full details on logistics, payment, and what to expect, visit the FAQ section below.
Check back for 2027 dates soon!
Summit FAQs
What Is the Data & AI Institute?
The KlariVis Data & AI Institute is our commitment to the ongoing education and advancement of community bank leaders. It is the platform through which KlariVis delivers structured, executive-level programming on data strategy, AI in banking, and the leadership practices that separate high-performing institutions from the rest. The C-Suite Summit is the Institute's flagship event, bringing that curriculum to life in person.
What is the C-Suite Summit?
Who attends the C-Suite Summit?
This event is designed for C-suite executives at community banks, including CEOs, CFOs, Presidents, COOs, and other senior leaders responsible for strategic direction and decision-making at their institution.
Attendance is limited to two C-suite executives per institution. This cap is intentional. It keeps the experience focused, the conversations peer-level, and the room valuable for everyone in it. If you'd like to request an exception or discuss additional seats, please reach out to Tonya Woolwine at TonyaWoolwine@KlariVis.com.
What sort of topics will be discussed?
Sessions span the full arc of data leadership, from building a data-driven culture to applied AI, strategic decision-making, and peer exchange. Full agenda details will be shared closer to the event date.
What is the registration fee?
The registration fee is $750 per attendee. This fee covers hotel accommodations for the duration of the event as well as all meals, so once you arrive, your full focus can be on learning and connecting.
How do I pay?
After submitting your registration, our team will review your information and issue an invoice from accounting@klarivis.com. The name entered in the Bank Name field during registration will appear as the billing entity on the invoice, and the invoice will be sent to the email address provided.
We cannot provide refunds to the C-Suite Summit. We encourage you to find a substitute to attend if you cannot make the Summit anymore.
Why Roanoke, VA?
Roanoke, VA is where KlariVis was built. Hosting the Institute at our headquarters means you get direct access to our leadership, product, and client success teams in the environment where they do their best work. Roanoke is also a genuinely beautiful place to spend a few days, and we've found that getting executives out of their day-to-day environment and into a focused, new setting makes for better conversations and deeper learning.
Do I need to be a KlariVis client to attend?
No! The C-Suite Summit is open to both current KlariVis clients and community bank executives who are exploring where they are in their data journey. Sessions are designed to meet you where you are.
Is transportation provided?
Attendees are responsible for getting to Roanoke, VA. Directions and local recommendations will be included in your pre-event confirmation.
Lunch
Sunday, August 30 | 12:00pm - 1:00pm
For workshop attendees. Fuel up before we get to work!
Pre-Conference Workshop 1: What’s Actually Working in Community Banking Right Now
Sunday, August 30 | 1:00pm - 1:45pm
Jerry Bradley, Chief Product Officer, KlariVis
Kim Snyder, CEO & Founder, KlariVis
Guy DeCorte, Chief AI Officer, KlariVis
Chase Gobble, Chief Marketing Officer, KlariVis
AI is everywhere in the conversation. But what are community banks actually doing with it today? This session moves past the hype and into practical application. We’ll look at real examples of how AI is being used to tackle everyday work, from reconciliations and board reporting to analyzing large data sets. Along the way, we’ll unpack why some attempts with generative AI produce meaningful results while others leave you wondering if it would have been faster to just do the work yourself.
You’ll see how better prompting, validation and repeatable workflows can change the quality of the output. We’ll also tackle one of the biggest questions facing banks today: data security. What do the AI tools you already have actually protect, where are the risks, and what questions should you be asking your technology team before customer information ever enters an AI workflow?
The goal isn’t to turn you into an AI expert. It’s to give you a clearer picture of what’s possible right now, what good actually looks like, and where AI could begin creating value inside your bank.
Pre-Conference Workshop 2: Your Bank’s AI Roadmap, From Problem to Execution
Sunday, August 30 | 2:00pm - 4:00pm
Jerry Bradley, Chief Product Officer, KlariVis
Kim Snyder, CEO & Founder, KlariVis
Guy DeCorte, Chief AI Officer, KlariVis
Marcos Souza, Chief Data & Analytics Officer, KlariVis
Eli Hattersley, Automation & AI Engineer, KlariVis
Kyle Deisher, Technical Product Owner, KlariVis
The challenge for most banks isn’t finding potential uses for AI. Once you start looking, you can find dozens. The harder question is deciding which problems are worth solving first, and what it will actually take to solve them.
In this interactive workshop, we’ll start with real community bank pain points and use cases, then introduce a practical framework for evaluating and prioritizing them based on business value, effort, risk, and feasibility. From there, you’ll work through a real banking use case with peers, breaking the problem into its underlying process and considering the data, technology, controls and people required to make a solution work. That includes deciding where AI belongs, and just as importantly, where it doesn’t. We’ll then take that work one step further, showing how AI can help turn what you’ve mapped into the beginnings of an actionable solution specification.
You’ll leave with the method, the actual specification developed during the session, and a library of AI use cases to take back to your team. With this repeatable approach, your organization can more confidently identify the right priorities, determine whether to build or partner for a solution, define what success should look like, and move a promising idea toward execution.
Opening Reception
Sunday, August 30 | 6:00pm
Transportation provided. Join us as we kick off the Data & AI Insitute C-Suite Summit in style!
Welcome & Opening Remarks
Monday, August 31 | 8:15am - 8:30am
Kim Snyder, CEO & Founder, KlariVis
Kim Snyder, Founder and CEO of KlariVis, will welcome attendees to the C-Suite Summit and set the stage for the conversations ahead. She’ll reflect on the pace of change facing community banking, why this moment calls for both curiosity and action, and what she hopes leaders will take from their time together.
The Summit begins with a simple premise: none of us has all the answers. But by bringing the right people into the room, sharing what we’re learning, challenging assumptions and asking better questions, we can leave with greater clarity about what comes next.
Earning Your Independence – Hype, Hope, and Happening in the Age of AI and Data
Monday, August 31 | 8:30am - 9:30am
Al Dominick, Partner, Cornerstone Advisors
In this opening keynote, Al Dominick separates the signal from the noise on AI and data in financial services. What is genuinely changing the economics of community banking? What should a CEO be paying attention to right now to protect the independence of their institution?
The Quiet Spread: What Your Transaction Data Reveals About Digital Assets and What Your Strategy Should Be
Monday, August 31 | 9:30am - 10:30am
Wade Peery, Senior Advisor, FirstBank
The data is in: across 122 community banks and 17 months of transaction data, 93 percent show meaningful crypto-platform outflows from their customers. With the GENIUS Act now in effect and stablecoin legislation advancing, that pressure is only going to grow. Wade walks through what the data shows, where this is heading as payment-use stablecoins and tokenized deposits gain traction, and how community bank CEOs should be thinking about their digital asset strategy now.
The AI Playbook for Community Bankers — What to Deploy, How to Start, and What’s Coming Next
Monday, August 31 | 10:55am - 11:40am
Chris Nichols, President, Institutional Banking, SouthState Bank
AI in banking isn’t a future-state conversation anymore - it’s happening now. Chris Nichols has spent the last several years helping bankers cut through the noise, and his message is clear: you don’t need a $300 million budget to start putting AI and data to work. In this session, Chris will share a practical, community-bank-sized framework for adopting AI - from building a multi-model strategy to deploying agentic AI, to making sure your data foundation is solid enough to support it all.
Lunch
Monday, August 31 | 11:40am - 12:40pm
Demystifying the Data Warehouse: What Every Community Banker Needs to Know Before They Build
Monday, August 31 | 12:40pm - 1:40pm
Kelly Dearwester, Chief Data & Analytics Officer, Fulton Bank
Every community bank is hearing that they need a data warehouse. Most don't know what that actually means, what it costs, or how to evaluate whether to build, buy, or partner. Kelly Dearwester brings $30B franchise data and analytics experience from Old National Bank and now Fulton Bank. He breaks down what a data warehouse is and isn't, what the real costs look like beyond the initial build, why maintenance is the part nobody talks about, and how to think about the decision in the context of AI readiness.
KlariVis Platform Update
Monday, Augsut 31 | 1:40pm - 2:25pm
Jerry Bradley, Chief Product Officer, KlariVis
Guy DeCorte, Chief AI Officer, KlariVis
Amy Kelley, Principal Domain Knowledge Product Manager, KlariVis
Amanda Smith, Director of Product Management, KlariVis
Special announcement and new updates from the KlariVis front.
KlariVis Bucks – You Decide What We Build Next
Monday, August 31 | 2:50pm - 3:50pm
Jerry Bradley, Chief Product Officer, KlariVis
You have the budget. A set of product directions will be on the table, including how easily you can get answers out of your data, to how much data you can reach, to how proactively the platform works on your behalf. Each attendee gets KlariVis Bucks to allocate across the options. Jerry presents each direction, you vote with your dollars, and the results directly shape our product roadmap.
Fireside Chat: The Decision That Changed Everything - Why We Bet on Data
Monday, August 31 | 3:50pm - 4:50pm
Kim Snyder, CEO & Founder, KlariVis
Billy Carroll, President & CEO, SmartBank
Steve Poynot, President & CEO, Capital Bank, N.A.
Two community bank CEOs talk candidly about the moment they decided to make data a strategic priority. What triggered it? What resistance did they face internally? How did they make the case to their boards? And what has it meant for their institutions since? A peer-level conversation about the decision, not the technology.
Reception & Dinner
Monday, August 31 | 5:00pm
Located at the Taubman Museum of Art. Doors open at 5:00 PM. Cocktails followed by dinner at 5:45 PM.
Welcome
Tuesday, September 1 | 8:15am - 8:30am
Amber Robinson, Chief Revenue Officer, KlariVis
A short welcome to reset the room for Day 2. Amber revisits the threads from Day 1 and frames the morning ahead, where the conversation moves from why data comes first to how community banks put it to work.
Panel: Beyond the Buy: How to Drive Adoption and Get Your Whole Bank Using Data
Tuesday, September 1 | 8:30am - 9:30am
Gill Hundley, Chief Operating & Risk Officer, KlariVis
Cynthia Cain, Chief Operating Officer, SmartBank
Susan Hubble, Chief Information Officer, Peoples Security Bank & Trust
Investing in a data and analytics platform is the easy part. The hard part is getting your lenders to open it on a Tuesday morning. In this session, clients who’ve cracked the code on adoption share what actually worked - how they rolled it out, who their internal champions were, how they handled resistance, and what they’d do differently.
Navigating the New Rules: Data Governance and AI in a Shifting Regulatory Landscape
Tuesday, September 1 | 9:30am - 10:30am
Igor Gorlach, Partner, King & Spalding
Kim Prior, Partner, King & Spalding
From the OCC’s expectations around model risk management to Colorado’s AI Accountability Act taking effect this summer, the regulatory landscape around data governance and AI is evolving rapidly. This session provides a practical framework for what examiners are asking about, where the compliance landmines are in AI-driven lending and analytics, and how to build a governance structure that lets you innovate confidently.
Introducing the KlariVis Data & AI Institute
Tuesday, September 1 | 10:55am - 11:25am
Kim Snyder, CEO & Founder, KlariVis
What could community banks learn if they could see beyond the boundaries of their own institution?
In this session, Kim Snyder will introduce the KlariVis Data & AI Institute (KDAI), why KlariVis created it, and the opportunity we see to use data, research and AI to tackle questions that are difficult for any one community bank to answer alone.
You’ll hear how KDAI will build on the collective intelligence within community banking to identify patterns, explore emerging challenges and uncover insights that can help banks make better decisions and strengthen the industry as a whole. This session sets the stage for what comes next: a deeper look at how an intelligence layer across community banking can turn that vision into something tangible.
What One Bank Can’t See Alone: Building an Intelligence Layer Across Community Banking
Tuesday, September 1 | 11:25am - 12:25pm
Marcos Souza, Chief Data & Analytics Officer, KlariVis
Every bank has a view of its own performance. What it doesn't have is the context to know what is happening beyond its walls, what is changing across the industry, or whether the patterns it sees are unique to its institution or signals of something bigger. The KlariVis Data & AI Institute is building a research and intelligence layer designed to change that.
In this session, Marcos will take you inside how that layer is being built, bringing together anonymized data across community banks to identify patterns, establish meaningful benchmarks, and surface insights no single institution could uncover on its own. He'll walk through specific use cases to show how shared data can move beyond traditional peer comparisons to answer more consequential questions about customer behavior, growth, risk, and performance.
This is a look at what becomes possible when community banks can learn not only from their own data, but from the collective intelligence of the industry.
Wrap Up & Closing Remarks
Tuesday, September 1 | 12:25pm - 12:55pm
Kim Snyder, CEO & Founder, KlariVis
Jerry Bradley, Chief Product Officer, KlariVis
Gill Hundley, Chief Operating & Risk Officer, KlariVis
Amber Robinson, Chief Revenue Officer, KlariVis
An open conversation to close the summit. What resonated? What surprised you? What are you going to do differently when you get back to your institution? Attendees share their top takeaways and commitments with the room.
Lunch & Departures
Tuesday, September 1 | 12:55pm
To-go lunches provided in the KlariVis Kafe or attendees are welcome to stay and eat on-site!
Chris Nichols
Director of Capital Markets
SouthState Bank
Billy Carroll
President & CEO
SmartBank
Al Dominick
Partner
Cornerstone Advisors
Cynthia Cain
EVP & COO
SmartBank
Susan Hubble
EVP & CIO
Peoples Security Bank & Trust
Igor Gorlach
Partner
King & Spalding
Kim Prior
King & Spalding
Steve Poynot
Capital Bank, N.A.
Kelly Dearwester
Chief Data & Analytics Officer
Fulton Bank
Wade Peery
Senior Advisor
FirstBank
Marcos Souza
Chief Data & Analytics Officer
KlariVis
Questions?
Please contact TonyaWoolwine@KlariVis.com.