We are thrilled to welcome bankers back to Roanoke for our Data & AI Institute C-Suite Forum
August 30 - September 1, 2026.
Supercharge your data journey.
The KlariVis Data & AI Institute C-Suite Summit is a curated, three-day experience for community bank executives who are serious about data and AI as a strategic imperative. Attendance is intentionally limited to two C-suite leaders per institution, keeping the conversations peer-level and the room worth being in.
Over the course of the Summit, you will hear from executives at the forefront of AI and data in banking, engage in honest peer conversation about what is actually working inside community banks, and walk away with a clearer picture of where the industry is headed and what you can act on when you get home. Sessions are designed to be practical, relevant, and grounded in the realities of leading a community bank today.
Registration is $600 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.
Register for the C-Suite Summit:
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 $600 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.
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.
The AI Playbook for Community Bankers — What to Deploy, How to Start, and What’s Coming Next
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.
Navigating the New Rules: Data Governance and AI in a Shifting Regulatory Landscape
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.
Fireside Chat: The Decision That Changed Everything - Why We Bet on Data
An honest conversation between two bank CEOs about the leadership decision to prioritize data - the tipping point, what they tried before, getting the board on board, what surprised them, and how it’s changed the way they run their banks. Billy brings the perspective of scaling data through acquisitions at a $5.8B franchise. Dan brings the perspective of building a data foundation from the ground up at a fast-growing de novo bank racing toward $1B.
Panel: Beyond the Buy: How to Drive Adoption and Get Your Whole Bank Using Data
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.
Chris Nichols
Director of Capital Markets
SouthState Bank
Billy Carroll
President & CEO
SmartBank
Beth Beale
EVP & CFO
Benchmark Community Bank
Cynthia Cain
EVP & COO
SmartBank
Questions?
Please contact TonyaWoolwine@KlariVis.com.