Agenda

Tee off with industry peers and forge valuable connections on the greens! We're offering an exclusive opportunity to enjoy a round of golf at the prestigious Westlake Country Club. This is your chance to network in a relaxed setting while taking in the beautiful course views.

Interested in joining us for this unique golfing experience? Don't miss out! Please reach out to your Customer Success or Sales Manager for all the details and to secure your spot. Whether you're a seasoned pro or a casual player, this promises to be a memorable addition to your conference experience.

Pick up your badge and join us for a lively networking happy hour, where you can connect with fellow attendees and enjoy refreshments in a relaxed, social setting.

Join Q2 CEO, Matt Flake, as he kicks off BankOnPurpose with an opening address that sets an inspirational tone for the day and underscores the power of coming together in this format. 

Join actor and former U.S. Army soldier J.R. Martinez for a compelling, vulnerable discussion on the ability we all share to impact others through leadership. Pulling from the influence that his strong immigrant mother had on his life, his role as colonel, and transformative experiences that challenged his sense of identity, J.R. shines light on the power of purpose, service, and resilience.

Founded in 2016, Operation TRIAGE is a non-profit organization dedicated to supporting disabled veterans, first responders, and active-duty service members. Our mission is to provide mortgage-free homes, home renovations, and financial relief to help them regain stability and become active members of their communities. By removing financial burdens, we aim to improve lives and promote family well-being. Operation TRIAGE also collaborates with Veteran Service Organizations and other groups to expedite assistance and ensure comprehensive support for these heroes and their families.

Join Sam Maule —a seasoned veteran with a decade of submarine service and 30 years in banking, payments, and technology—as he discusses how adaptability, precision, and teamwork are just as crucial to navigating the waters of AI and digital transformation as they are to venturing into the depths of the ocean.

In this session, you’ll gain practical strategies for embracing technological advancements, fostering a culture of innovation, and steering your institution confidently through the currents of change.

Join our Hot Topic Roundtable Discussions to dive into the most pressing issues and emerging trends in our industry. In this interactive session, you'll engage in collaborative problem-solving within a small group, each centered on a specific hot topic. Moderated by industry experts, these discussions will offer fresh perspectives, practical insights, and valuable networking opportunities.

Topics

Embracing AI isn't just about adopting cutting-edge technology—it's an organizational transformation that requires a robust framework of risk and change management strategies. And in the financial services space, integrating AI safely and responsibly only becomes more nuanced.

Join this session and hear from a panel of financial services leaders on prepping your organization for the challenges and opportunities presented by AI.

In today’s turbulent times, leaders across all industries—from banking to tech—are facing tectonic shifts in the modern workplace: AI, remote work, back to the office, pandemic, economic upheavals, and uncertainty at every turn.

Forbes recently wrote, “Creativity is the #1 skill we need to succeed in 2024-2028"—not just a nice-to-have, but as an essential tool for problem-solving and innovation across industries. In other words: Creativity is the North Star needed to navigating these challenges.

In this interactive talk, Tania invites you to rediscover creativity not as a soft skill, but as a powerful tool for resilience, problem-solving, and innovation. Tania will show you how, as leaders, we’ve unlearned creativity, and why NOW is the time to reclaim it. She will share how creativity can play a critical part in transforming your organization in the face of workplace turbulence.

Warning: You might experience joy, laughter, and play, and still leave with three things you can do immediately to leverage the power of imagination to inspire your teams and energize your organization for whatever lies ahead.

There’s an epidemic of change exhaustion occurring, with more change and uncertainty ahead. But a world in flux calls for a mindset that treats constant change as a feature, not a bug.

In this session, join renowned speaker, author, and change navigator April Rinne as she helps listeners adopt the “Flux Mindset” by honing in on eight superpowers that flip conventional ideas about leadership, success, and well-being on their heads. The result? Finding a sense of calm and lasting meaning amid the chaos.  

Join us at the enchanting Mattie's Green Pastures, where the historic venue and iconic peacocks set the stage for an evening of delicious food, fine wine, and creative cocktails—all with that signature southern flair. With plenty of special surprises, it’s the perfect way to experience the heart of hospitality —don’t miss it!