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The complimentary executive Summit designed to equip

community banking leaders with a powerful strategic edge.

 

View the May 2025 agenda HERE.

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

Your Exclusive Invitation

Bank executives are invited to attend KlariVis Executive Data & Innovation Summits at no costJoin fellow leaders from community banks across the country for a two-day event focused on driving innovation and staying ahead of industry trends.

 

Upcoming Event Details:

MAY 1 - 3 | Roanoke, VA

  • Date: May 1 - 3, 2025

  • Location: Roanoke, VA

    • Guest Accommodations: The Hotel Roanoke (110 Shenandoah Ave NW, Roanoke, VA 24016)

    • Summit Sessions: KlariVis Headquarters (110 Franklin Road, Suite 200, Roanoke, VA 24011)

 

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!

 

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!

 

MAY SPEAKERS

Juan Gorricho

Head, Executive Product Owner and Data Strategy
TD Bank

MAY KEYNOTE

Eddie Amos

Retired Corporate Officer and Vice President 
GE Digital

MAY KEYNOTE

Beth Beale

EVP & CFO
Benchmark Community Bank

Trish Ferrick

President
FVCbank

Susan Hubble

EVP & CIO
Peoples Security Bank & Trust

Jason Jones

President
Community Financial Services Bank

Abby Wendel

President & CEO
Landmark National Bank

Jim Donnelly

President & CEO
Wayne Bank

Jerry Champi

President & CEO
Peoples Security Bank & Trust

David Nohe

CEO
FinGoal

Courtney Sacchetti

EVP & CFO
Bankwell

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

EVP & Chief Innovation Officer
ICBA

Steve Poynot

President & COO
Capital Bank

Renato Derraik

Chief Information & Digital Officer
Live Oak Bank

Lisa Shields

Founder & CEO
FISPAN

Sandie Schultz

CFO
UBank

Casey Hill

CFO
Merchants & Marine Bank

Charles Robertson

EVP & Chief Retail Officer
Kitsap Bank

Toni Lucky

Chief Retail Officer
Legend Bank

Mike Olson

President & CEO
Bank of Brodhead

David Nohe

CEO
FinGoal

David Conne

SVP
BankonIT

Kim Snyder

Founder & CEO
KlariVis

Gill Hundley

Chief Operating & Risk Officer
KlariVis

Jerry Bradley

Chief Product Officer
KlariVis

Ashley Fiore

Chief Business Intelligence Officer
KlariVis

Chris Muracco

VP, Client Experience
KlariVis

Amber Robinson

VP, Sales and Strategic Partnerships
KlariVis

Questions?

Please contact TonyaWoolwine@KlariVis.com.