Banking Transformation Summit USA returns to the Charlotte Convention Center on November 9-10, bringing together senior leaders from over 100 banks and credit unions for two days of practical insights, industry discussions, and networking opportunities.

Across two days, industry-led sessions will explore the biggest challenges and opportunities banks and credit unions are facing heading into 2027. From scaling AI and modernizing infrastructure to strengthening fraud prevention, improving customer experiences, and driving sustainable growth, the agenda focuses on real-world strategies and practical takeaways.

Hear directly from senior executives at Bank of America, Truist, JPMorgan Chase, Barclays, TD Bank, and leading credit unions like Red Rocks Credit Union, Lake Michigan Credit Union, Grow Financial Federal Credit Union and more. They’ll be sharing what’s working, lessons learned, and the decisions shaping their 2027 priorities.

Beyond the conference program, dedicated networking breaks, interactive discussions, the pre-event networking mixer, and the Banking Transformation Summit X EY Happy Hour provide opportunities to connect with peers, exchange ideas, and build valuable industry relationships.

Complimentary tickets are available for qualified bank and credit union representatives.

Click here for more information

Event Details

Location: Charlotte Convention Center, Charlotte, North Carolina, USA

Starts: November 9, 2026

Ends: November 10, 2026

Visit Website →

MoneyNext

MoneyNext

Industry leading live events, showcasing the latest ideas and opinions from world-class experts, innovators and visionaries.

View Organizer →