An event for bank C-Suite members to learn the latest information on use cases, roadblocks, how banks take that first or next step within their risk profile as it relates to the ever changing technology and innovation landscape.

Sessions to include:

• Keynotes from Cornerstone Advisors and BankTech Ventures
• Unlocking the Full Potential of Your Microsoft Investment: Strategic, Secure, Future-Proof AI from Joe Kubek, ABM AI
• Exploring Customer and Employee Expectations in the Age of AI from Karan Kashyap, Posh AI
• From Black Box to Business Trust: Making AI Explainable in Risk Management from Sriram Tirunellayi, Abrigo
• Turning Data into Direction: How Today’s Bank Leaders Are Planning for Performance from Kim Snyder, KlariVis
• And more!

Register Now!

Summit Agenda*

Thursday, November 20, 2025

9:00-10:00 a.m. | Registration

10:00-10:10 a.m. | Welcome & Introductory Remarks

10:10 a.m.-12:05 p.m. | General Sessions

10:10-11:10 a.m. | Opening Keynote
Stacey Bryant, Cornerstone Advisors

11:15 a.m.-12:15 p.m. | Unlocking the Full Potential of Your Microsoft Investment: Strategic, Secure, Future-Proof AI
Joe Kubek, ABM AI

Maximize the value of your Microsoft ecosystem by integrating AI that is built for security, compliance, and scalability. In this session, we’ll explore how the Copilot family and Microsoft Purview technology helps organizations leverage existing investments to drive efficiency, enhance decision-making, and stay ahead of evolving industry demands. Learn why a Microsoft-first AI strategy ensures your solutions are not only innovative but also trusted and future-ready.

12:15-1:15 p.m. | Lunch

1:15-3:20 p.m. | General Sessions

1:15-2:15 p.m. | From Black Box to Business Trust: Making AI Explainable in Risk Management
Sriram Tirunellayi, Abrigo

As artificial intelligence becomes a core part of risk management systems, from credit decisioning to fraud detection and AML, explainability is no longer optional. It is foundational to building business and regulatory trust.

This session will focus on how financial institutions can operationalize transparency across predictive and generative AI models. Attendees will learn practical methods to surface key model drivers, convert technical outputs into plain language, and embed explainability directly into analyst and investigator workflows. The session will also cover auditability and documentation practices that support compliance and internal governance.

2:20-3:20 p.m. | Exploring Customer and Employee Expectations in the Age of AI
Karan Kashyap, Posh AI

As the world of generative AI evolves at lightning speed, banks stand at a pivotal moment to harness its potential for transformative change. In this forward-thinking session, Karan Kashyap, Co-founder and CEO of Posh AI, will explore the latest trends shaping generative and agentic AI in 2025 and their tangible applications for banks. Learn how generative AI — including emerging agentic AI systems — is enhancing customer experiences, streamlining operations, and empowering employees with unprecedented tools to drive efficiency and engagement. Karan will share insights from the banking technology sector, showcase real-world use cases, and provide actionable strategies for banks to stay competitive in an AI driven landscape. Join us to discover how your bank can leverage generative and agentic AI as catalysts for growth, innovation, and customer satisfaction.

3:20-3:40 p.m. | Networking Break

3:40-5:00 p.m. | General Sessions

3:40-4:40 p.m. | Turning Data into Direction: How Today’s Bank Leaders are Planning for Performance
Kim Snyder, KlariVis

In today’s fast-changing financial landscape, traditional strategic planning models are no longer enough. During this session Kim will explore how bank leaders are leveraging greater data transparency to align executive teams, make faster, more informed decisions, and embed analytics into the fabric of their institutions. From managing risk to driving performance and fostering accountability, attendees will hear firsthand how real-world banks are building agile, data informed cultures—regardless of size or complexity.

4:40-5:00 p.m. | Takeaways from the Day

5:30-8:30 p.m. | Networking Reception & Dinner

Friday, November 21, 2025

7:30-8:30 a.m. | Continental Breakfast

8:30-10:35 a.m. | General Sessions

8:30-9:30 a.m. | General Session
Anton Korinek, Darden School of Business at the University of Virginia

9:35-10:35 a.m. | General Session – AI and Fraud
John Meyer, Cornerstone Advisors

10:35-10:55 a.m. | Networking Break

11:55-11:55 a.m. | Closing Keynote
Carey Ransom, BankTech Ventures

11:55 a.m. | Summit adjourns

*Agenda subject to change.

Speakers

Stacey Bryant, Cornerstone Advisors
Stacey Bryant is the Director of Client Development at Cornerstone Advisors, where she partners with bank leaders to uncover challenges and bring their strategic goals to life. With nearly 20 years of experience in community banking, credit unions, and fintech, Stacey understands the balance between meeting operational demands and serving the real needs of members, especially those who are underserved.

At Cornerstone, Stacey helps banks transform the foundation of their vendor relationships. She and her team create contract roadmaps that align with each bank’s strategic plan and use proprietary benchmarking tools and peer data to secure the best pricing and performance. These savings allow banks to reinvest in transformational initiatives that scale their people, processes, and technology—while staying true to their mission.

An Afro-Latina leader, Stacey brings curiosity, diverse perspective, and practical expertise to her role. She helps banks reimagine their relevance in a fast-changing financial landscape, translating mission into margin and ensuring lasting impact for customers.

Karan Kashyap, Posh AI
Karan Kashyap is the CEO and co-founder of Posh AI, where he has grown the company to serve over 100 bank and credit union clients nationwide, with a team of 70+ employees and $45M+ in funding from leading investors. Recognized as a thought leader in AI, Karan frequently speaks at industry events, including CEO roundtables and technology committees. Named to Forbes’ 30 Under 30 in 2023, he co-founded Posh in 2018 after earning his  computer science and AI degrees, both undergraduate and graduate, from MIT, where he was also named a Siebel Scholar. Karan’s mission is to empower financial institutions with cutting-edge AI solutions that enhance customer and employee experiences.

Anton Korinek, Darden School of Business at the University of Virginia
Anton is a Professor at the University of Virginia, Department of Economics and Darden School of Business as well as the Faculty Director of the Economics of Transformative AI (EconTAI) Initiative. He was named to TIME’s 2025 TIME100 AI list of the most influential people in artificial intelligence. He is a Visiting Scholar at the Brookings Institution, a Research Associate at the NBER, and a Research Fellow at the CEPR. He received his PhD from Columbia University in 2007 after several years of work experience in the IT and financial sectors. He has also worked at Johns Hopkins and at the University of Maryland and has been a visiting scholar at Harvard University, the World Bank, the IMF, the BIS and numerous central banks.

His research analyzes how to prepare for a world of transformative AI systems and has been featured in the New York Times, Washington Post, Wall Street Journal, the Economist, and TIME Magazine. He investigates the implications of advanced AI for economic growth, labor markets, inequality, and the future of our society. In his past research, he investigated the mechanics of financial crises and developed policy measures to prevent future crises, including an influential framework for capital flow regulation in emerging economies. 

Joe Kubek, ABM AI
Joe Kubek is a Solutions Engineer with ABM AI. He has nearly a decade of experience in the technology field, mostly with Microsoft. He has been mentored by some of the brightest AI and Microsoft engineers the industry has to offer and has landed with ABM AI as part of their engineering team building AI and Copilot solutions for customers. Joe was training to be a teacher during his formal education and loves having the ability to help and educate business owners and stakeholders on what technology can do for them and their customers. He is passionate about technology and solving tough problems with creative solutions that help people first!

John Meyer, Cornerstone Advisors
As a managing director with Cornerstone Advisors, John Meyer leads the firm’s data analytics teams. In this role, he helps community banks and credit unions better use the data they have to make smarter decisions with risks and opportunities.

Before joining Cornerstone, John was chief strategy officer and chief product officer at Abrigo (formerly Banker’s Toolbox). His experience includes developing product strategies for anti-money laundering and fraud detection for over 1,000 U.S. financial institutions, commercial loan origination systems for over 300 banks and credit unions, and ALLL/CECL solutions for over 1,200 institutions. Before Abrigo, John was with Harland Financial Solutions, where he held several senior positions including general manager over the branch automation and digital banking team. In this role, his group served over 2,500 community financial institutions with teller, new account origination, digital banking, mobile banking, and CRM systems.

John has an MBA from the University of Washington, Seattle, and a bachelor’s degree in computer science and systems engineering from the United States Military Academy at West Point, N.Y.

Carey Ransom, BankTech Ventures
Carey Ransom is an SaaS entrepreneur, executive, investor and advisor, and has started, grown and/or led 8 B2B and consumer SaaS companies during startup and growth phases. He is currently President of Operate and the Managing Director of BankTech Ventures, a newly-launched strategic investment fund focused on compelling technologies for community banks, and founded and funded by leaders in the community bank ecosystem. With full support and endorsement by the ICBA (Independent Community Bankers of America) and The Venture Center, Finovate’s 2020 Accelerator of the Year, the fund serves the community banking ecosystem through strategic investments, education and collaboration with its limited partners. Prior to Operate he was COO at Aspiration, the leading “consumer financial firm with a conscience,” where he led the firm’s growth from 20 to 200 people and the build out of infrastructure and approval as a FINRA-regulated broker-dealer. He was also CEO of RealPractice, a venture-backed SaaS company, which he sold to ReachLocal (RLOC); Chief Product & Innovation Officer of Experian Consumer Services; and founding CMO of Happy Money, a venture-backed consumer fintech company (and unicorn) that innovated in lending and financial health. Carey’s 25-year career spans executive roles in product, marketing, business development, strategy and corporate development. He was VP Business Development at Brand Affinity Technologies (BAT), an Internet advertising and celebrity endorsement business; VP Marketing and Corporate Development at WebVisible, where he forged new partnerships with AT&T, American Express and Microsoft and led them to nearly 10X revenue growth; VP Sales and Marketing at MessageRite, security compliance SaaS business acquired by Frontbridge Technologies, and then Microsoft. Carey is active in the SoCal startup and investment community – OCTANe, CEO Leadership Alliance of Orange County (CLA-OC), and has been an instructor or guest lecturer at numerous schools including UCLA, USC, UC Irvine, Chapman, Cal State Fullerton, Biola and Vanguard. He has recruited and hired nearly 1000 people in the last 20 years, and passionately believes in purpose, culture and team as key ingredients to successful companies. He has frequently spoken at financial, software and other conferences such as SaaStock, Recurring Revenue, Lendit, AltFI, Innovation Project, Frost & Sullivan and IMA. Carey is an entrepreneur with a passion for sharing and discussing ideas while learning and teaching along the way.

Kim Snyder, KlariVis
Kim Snyder is the Founder and CEO of KlariVis, a nationally recognized data analytics platform designed to help financial institutions transform their data into actionable insights. A former community bank CFO with over 30 years in financial services, Kim brings a rare combination of executive banking expertise and fintech innovation.

She founded KlariVis after experiencing firsthand the challenges banks face in accessing timely, reliable data to drive strategy. Under her leadership, the company has received national acclaim, including American Banker’s Best Places to Work in Fintech in 2023, 2024, and 2025, and top rankings on the Inc. 5000 list of fastest-growing private companies in 2024 and 2025 (#145 overall, #14 in software).

Kim has been named to the 2025 Inc. Female Founders 500 List, honored as the 2025 RBTC Entrepreneur of the Year, and recognized among Virginia Business’s 2024 “People to Meet.” She is a passionate advocate for community banking and a trusted voice on the future of financial intelligence.

She began her career at KPMG as a CPA and is a graduate of James Madison University and the ABA Stonier Graduate School of Banking.

Sriram Tirunellayi, Abrigo
Sri is a results-oriented data and analytics executive with extensive experience and a record of developing innovative AI products and delivering substantial profit growth through advanced analytics, AI and process automation. He has broad-based experience in Startups as well as Fortune 500 companies, with expertise in Banking and Lending, Payments and Fintech. Sri is currently Director of Applied AI at Abrigo and is responsible for driving AI product strategy and innovation, helping banks and financial institutions manage risk and drive growth.  Sri loves interacting with customers to understand their needs and is always keen to identify newer ways to unlock value and showcase possibilities through the creative use of AI. Sri is based in Atlanta, and is active in the AI, Technology and Data Analytics communities.

Registration

Join us at The Publisher Hotel in Fredericksburg, Virginia to experience in-person networking and a Reception/Dinner on Thursday evening.

Click here to register for the Mid-Atlantic Banking Technology & Innovation Summit. 

2025 Registration Fees

MBA or VBA Banker	Spouse/Guest
$675	$295

If you have any trouble registering for the conference, please contact Gail Queen.

Please Note: Registration for the 2025 Mid-Atlantic Banking Technology & Innovation Summit is limited to bankers and sponsors of the event only.  If you have any questions regarding registration, please contact Walt Lyons.  If you have questions regarding sponsorships, please contact Amy Binns.

Event Policies

CANCELLATION POLICY

All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of the summit.

SPECIAL NEEDS & AMERICANS WITH DISABILITIES NOTICE

If you have special needs that may affect your participation in this event, please contact Walt Lyons to discuss accommodations.

Hotel Information

The Publisher Hotel
711 William Street
Fredericksburg, VA 22401

Attendees for the Mid-Atlantic Banking Technology & Innovation Summit are invited to take advantage of the nightly rate of $225/night plus applicable taxes.

• Click here to reserve your hotel room. The deadline to reserve your room is Monday, October 30, 2025.

Sponsorships 

Click here for sponsorship options. Questions? Contact Amy Binns. Note: sponsorships are limited for this event. Event is open to only bankers and sponsors.