We are thrilled to welcome bankers back to Roanoke for our Data & AI Institute C-Suite Summit
August 30 - September 1, 2026.
Early-bird pricing ends on July 7th, 2026!
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.
Early-bird registration (ending on July 7) is $599 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.
Pre-Conference Workshop 1: Lunch & Learn – What’s Actually Working in Community Banking Right Now
Sunday, August 30 | 1:00pm - 1:45pm
A working lunch with your peers. No slides, no theory. Jerry and Ashley share real examples from across the KlariVis client base of how community banks are putting data and AI to work today. What tools are they using? What results are they seeing? Where are they getting stuck? Come with questions and leave with a short list of ideas you can act on.
Pre-Conference Workshop 2: Your Bank’s AI Roadmap, From Problem to Priority
Sunday, August 30 | 2:00pm - 3:30pm
Hands-on working session. You will leave with a draft AI roadmap tailored to your institution. Jerry and Ashley walk you through a practical framework for identifying high-value AI use cases, mapping them against your current data readiness, and sequencing them into a phased plan your board and executive team can support. All exercises use public data and content created on the spot – no proprietary bank data required.
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
KlariVis CEO & Founder Kim Snyder sets the stage for the summit and introduces the vision behind the KlariVis Data & AI Institute, as well as the C-Suite Summit.
Earning Your Independence – Hype, Hope, and Happening in the Age of AI and Data
Monday, August 31 | 8:30am - 9:30am
Community banks don’t need a $300 million AI budget. But they do need to know exactly where they’re going to compete and how they’re going to win — and that requires a level of clarity about their customers, their funding model, and their niches that most banks still don’t have. Al Dominick works with bank boards and leadership teams on strategic planning and brings a simple but powerful framework: separate the hype from the hope from what’s actually happening right now. The banks that are earning their independence aren’t chasing every new tool — they’re asking their existing partners what they’re building, they’re getting clear on where they can win, and they’re making sure their data foundation is strong enough to support what comes next. In this keynote, Al will share what the best-performing banks are doing differently, why data has to become a board-level conversation, and how to build a strategic plan that treats data and AI as core inputs — not afterthoughts.
KlariVis Platform Update
Monday, Augsut 31 | 10:45am - 11:45am
Special announcement from Cheif Product Officer Jerry Bradley on new updates from the KlariVis front.
Lunch
Monday, August 31 | 11:45am - 12:45pm
KlariVis Bucks – You Decide What We Build Next
Monday, August 31 | 1:45pm - 3:00pm
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 the product roadmap. Your priorities become our priorities.
Fireside Chat: The Decision That Changed Everything - Why We Bet on Data
Monday, August 31 | 3:15pm - 4:15pm
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.
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.
The AI Playbook for Community Bankers — What to Deploy, How to Start, and What’s Coming Next
Tuesday, September 1 | 8:30am - 9:30am
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
Tuesday, September 1 | 9:45am - 10:45am
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.
Panel: Beyond the Buy: How to Drive Adoption and Get Your Whole Bank Using Data
Tuesday, September 1 | 10:45am - 11:45am
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.
Wrap Up & Closing Remarks
Tuesday, September 1 | 12:15pm - 1:00pm
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 | 1:00pm
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.
Questions?
Please contact TonyaWoolwine@KlariVis.com.