Thank you for an outstanding Retail Bank Transformation Americas!

Over 200 executives from 105 institutions came together across June 3-5, 2024 to discuss how financial institutions can reimagine the retail bank experience to better and more profitably serve customers.  We look forward to seeing you again in 2025!

Contact our team to be added to be notified when registration opens for next year or to inquire about sponsorship.
Early bird pricing is available until September 30.

Why Attend?

  • Straight Talk: Gain candid insights from industry leaders on what’s working and what isn’t, along with original research on changing customer needs and behaviors. 
  • Learnings from Disruptors: Learn from cutting-edge financial institutions, fintech startups and other disruptors, and gain visibility into prioritizing technology investments. 
  • Peer Interaction: Network with peers from a range of institutions, varying in their size, focus, and approach. 
  • Expert Guidance: Benefit from Datos Insights advisors’ abilities to anticipate upcoming developments. Experience a curated and balanced agenda that goes beyond the headlines. 

    Download a one page summary of Retail Bank Transformation Americas and the value of attending.  

What’s Unique About RBT Americas? 

  • Meaningful Networking: Forge genuine connections within the industry, exchange insights, and nurture existing professional relationships. 
  • Insightful Discussions: Engage in frank conversations away from sales-driven pitches, exchanging challenges and potential solutions related to key topics in financial services. 
  • Diverse Perspectives: Experience diverse viewpoints from practitioners, vendors, and fintechs, going beyond the headlines to uncover valuable insights. 
  • Collaborative Environment: Meet financial institutions, regulators, and service providers in a setting conducive to innovation and mutual understanding of consumers' financial needs and challenges. 

    Check out our agenda to browse the lineup of thought-provoking speakers and sessions. 

Who Should Attend?

This event is designed for senior retail banking and payments leaders focused on customer experience and product/service delivery. The program will address both the revenue and cost side of banking activities.  Representative titles include:

  • Head of Retail Banking
  • Chief Banking Officer
  • Channel Strategy Officer
  • Digital Banking Executive
  • Chief Credit Officer
  • Head of Experience Design
  • Payment Executive
  • Payment Transformation Officer
  • Product Development Executive
  • Head of Branch Distribution
  • Head of Self-Service
  • Customer Experience Manager
  • Omnichannel Manager

Don’t Miss Out on Retail Bank Transformation Americas! 

Secure your spot today for an event that promises unparalleled insights, networking, and collaboration opportunities. 

Featured Speakers

Keynote Speaker

Eddie Lopez
Eddie Lopez
SVP, Hd. of Client Journey, Small Bus.
Truist
Brad Nolan
Brad Nolan
Head of Branch Systems and Transformation Consumer, Small & Business Banking
Wells Fargo
Rob Robertson
Rob Robertson
Senior Executive
NA
Jerone Abueva
Jerone Abueva
DIRECTOR B2B Solutions Business Development – Financial Services Industry
Samsung Electronics America
Barry Baird
Barry Baird
Head of Payments Capabilities & Delivery
TD Bank
Jennifer Banks Goulart
Jennifer Banks Goulart
VP, Branch & Corporate Security Ops.
Rockland Trust
Phil Barsoum
Phil Barsoum
Consulting Partner
Kyndryl
William Budde
William Budde
VP, Banking Strategy and Solutions
Hyosung Innovue
Anthony Burton
Anthony Burton
SVP, Head of Open Banking
Truist
Don Cardinal
Don Cardinal
Managing Director
Financial Data Exchange
Miguel Cintron
Miguel Cintron
SVP
EverBank NA
Erin Cohee
Erin Cohee
VP User Experience
OneUnited Bank
Philippe Daoust
Philippe Daoust
Managing Director
National Bank of CA
Zach Darracott
Zach Darracott
Cash Device Specialist
Listerhill Credit Union
Michelle Davis
Michelle Davis
Sr. Journey Architect
Truist
Frank DiGangi
Frank DiGangi
VP, ATM Perf. and Branch Adoption
Wells Fargo
Susan Doyle
Susan Doyle
SVP, Hd. of Retail Banking
North Shore Bank
Jason Furer
Jason Furer
SVP, Strategy Leader
WesBanco
Holly Garza
Holly Garza
Managing Director of FI Consulting
Extraco Consulting
Thomas Hancock
Thomas Hancock
SVP; Payments, Transfers & Orchestration
Truist
Mark Hightower
Mark Hightower
VP, Retail
Listerhill Credit Union
Ben Hopper
Ben Hopper
Managing Dir. of Retail Strategy
Adrenaline
Rob Hunter
Rob Hunter
Hd., Sales and Bus. Devt., N.A.
KAL
Grant Karsas
Grant Karsas
Vice President Digital
Travis Credit Union
Paul LaRusso
Paul LaRusso
CEO
Akoya
Joshuah Lebacq
Joshuah Lebacq
Principal, Venture Capital
National Bank of CA
Ryan Loesch
Ryan Loesch
Branch Transformation Leader
Truist
Deborah Lumpkin
Deborah Lumpkin
Senior Partner
Centier Bank
Chris Meyer
Chris Meyer
SVP of Sales
Intellicheck
Lauren Morrison
Lauren Morrison
VP, Card Products & Services
VyStar Credit Union
Steve Nogalo
Steve Nogalo
General Manager - North America, Banking
NCR Atleos
Dr. Franklin Noll
Dr. Franklin Noll
Payments Specialist
Federal Reserve
Leslie Parrish
Leslie Parrish
Deputy Assistant Director
CFPB
Vishal Pasari
Vishal Pasari
VP, Prod. Mgmt. & Partnerships
Euronet Worldwide
Steve Pierce
Steve Pierce
Vice President, Innovation
Black Hills FCU
Brent Plummer
Brent Plummer
Counsel and VP
Bank of America
Katherine Regnier
Katherine Regnier
CEO
Coconut Software
Perry Rotella
Perry Rotella
Managing Dir., Financial Services
Box
Shantala Sadananda
Shantala Sadananda
President, Banking, Financial Services & Emerging SBUs
Innova Solutions
Shana Salyer
Shana Salyer
Product Marketing Director
i2c
Staci Shatsoff
Staci Shatsoff
AVP; Secure Payments
Federal Reserve
Kelly Showerman
Kelly Showerman
VP of Branches
MSU FCU
Paula Slagle
Paula Slagle
SVP, Head of Branch Transf. Tech.
Wells Fargo
Philip Sprague
Philip Sprague
Hd. of FedNow Cust. Enablement
Federal Reserve
Norbert Thiel
Norbert Thiel
CEO & Co-Owner
NG Branch
Kevin Trilli
Kevin Trilli
Chief Product and Technology Officer
Amount
Brendan Watkins
Brendan Watkins
SVP, Hd. of ATM & Teller Channel Strtg.
Truist

Datos Insights Event Chairs & Moderators

David Albertazzi
David Albertazzi
Director, Retail Banking & Payments Practice
Datos Insights
Rowan Berridge
Rowan Berridge
Senior Manager
Datos Insights
Tom Hutchings
Tom Hutchings
Head of RBR Data Services
Datos Insights
Matt Kamisher-Koch
Matt Kamisher-Koch
Director
Datos Insights
Felix Kronabetter
Felix Kronabetter
Business Development Director
Datos Insights
Wayne Mincey
Wayne Mincey
CEO
Datos Insights
Ariana-Michele Moore
Ariana-Michele Moore
Advisor
Datos Insights
Thad Peterson
Thad Peterson
Strategic Advisor
Datos Insights
Gillian Shaw
Gillian Shaw
Manager, RBR Data Services
Datos Insights
David Shipper
David Shipper
Strategic Advisor
Datos Insights
Ron van Wezel
Ron van Wezel
Strategic Advisor
Datos Insights
Stewart Watterson
Stewart Watterson
Strategic Advisor
Datos Insights
Brent Whittington
Brent Whittington
Strategic Advisor
Datos Insights

Premier Sponsors

Platinum Sponsors

Gold Sponsors

Supporting Sponsors

Interested in sponsoring or speaking at Retail Bank Transformation Americas 2024?
Please email events@datos-insights.com for more information on our sponsorship and speaking opportunities.

View details from last year's event.