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 - From Hype to Infrastructure: How Community Banks Can Compete in the Age of AI
Stacey Bryant, Cornerstone Advisors

Artificial intelligence is no longer a futuristic concept, it’s now part of banking’s core infrastructure. From chatbots to machine learning, generative AI to agent-driven automation, institutions of every size are using AI to drive productivity, strengthen fraud management, and deepen customer engagement. In this session, Cornerstone Advisors unpacks what’s really happening across the banking landscape, how megabanks and challengers are scaling AI, and how forward-thinking community institutions are using it to solve real pain points like compliance, efficiency, and talent shortages. Attendees will walk away with a simple framework for understanding AI’s role as part of modern infrastructure, and a clear view of where to begin on their own AI journey to stay relevant in a rapidly changing market.

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 central to credit, fraud, and compliance functions, explainability is now a prerequisite for trust. This session will explore how financial institutions can embed transparency and governance into their AI programs, making model outputs interpretable to business leaders, regulators, and customers alike. Attendees will gain perspective on how to institutionalize explainability across predictive and generative models and to build accountability into risk and compliance workflows. The discussion will highlight how responsible, auditable AI can strengthen both regulatory confidence and business outcomes.

2:20-3:20 p.m. | Best in Class AI Systems for Modern Banking
David Moscatelli, Abacus

As banks accelerate their AI adoption, the biggest question is no longer “Can AI help us?” but “How do we deploy it securely, reliably, and at scale?” This session breaks down the technical and architectural requirements of a best-in-class AI system for regulated financial institutions, focusing on why on-premises, bank-controlled infrastructure is quickly becoming the gold standard. I will share how Abacus, an enterprise AI operating system built for regulated industries, combines private on-prem LLMs, real-time indexing pipelines, full document traceability, and granular role-based governance to deliver compliant and fully auditable AI. Attendees will learn how banks can modernize knowledge management, automate policy-driven workflows, and eliminate operational bottlenecks without ever sending data outside their environment. We will also examine how this model will continue to evolve as institutions demand tighter controls, faster ingestion, and deeper system interoperability. By the end of the session, bankers will understand the blueprint for implementing AI that is secure, scalable, fully compliant, and entirely under their control, and why that blueprint is rapidly becoming the future of the industry.

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
Gill Hudley, KlariVis

In today’s fast-changing financial landscape, traditional strategic planning models are no longer enough. In this one-on-one conversation, Kim Snyder, Founder & CEO of KlariVis, sits down with a forward-thinking bank executive to explore how data is transforming the way financial institutions plan, operate, and lead.

Together, they’ll discuss how increased data transparency is enabling leadership teams to align around shared goals, make faster, more informed decisions, and embed agility into their strategic planning processes. From managing risk to driving performance and creating a culture of accountability, this dialogue will offer an unfiltered look at how data-driven leadership is shaping the future of community banking.

The session will also highlight how platforms like KlariVis are helping banks move beyond fragmented reporting by delivering centralized, actionable insights that empower executive decision-making and long-term success.

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. | The AI-Takeoff: Economic and Financial Implications
Anton Korinek, Darden School of Business at the University of Virginia

This talk will cover the rapid pace of advances in AI in recent years, the scaling laws that underpin AI progress, and the wide range of uncertainty about the future. It will then propose to employ scenario planning to better prepare for AI’s uncertain future. We will discuss the economic and financial challenges that transformative AI scenarios will entail, and what research tells us about how we can address them. We will also investigate the implications of AI for financial stability.

9:35-10:35 a.m. | The Good and the Ugly About Systems Designed to Stop the Bad Guys
John Meyer, Cornerstone Advisors

Account takeover, check fraud, and authorized push payment fraud via scams are skyrocketing for banks and credit unions. The Day 2 Detection solutions many institutions have in place are no longer protecting customers and members and bankers are thirsty for more real-time interdiction. Come listen to a neutral perspective of how many institutions are tackling these challenges with the various transaction monitoring solutions and innovative policies in use by community banks.

10:35-10:55 a.m. | Networking Break

10:55-11:55 a.m. | General Session

10:55-11:55 a.m. | Closing Keynote – Banking to the Future: Technology & Culture Change and How to Win
Carey Ransom, BankTech Ventures

Change in banking doesn’t happen easily or because we talk about it. It happens because leaders create cultures that experiment, learn, and act, and customers’ behaviors and expectations drive it. In this session, we’ll look at what the most forward-thinking banks are doing differently, how partnerships and collaboration make it easier and possible, and how you can make progress on your bank’s winning strategy.

11:55 a.m. | Summit adjourns

*Agenda subject to change.

Attendee Roster

Click here for the latest attendee roster.

Summit Materials

Materials will be posted as they are made available by our presenters. 

Hotel & Meeting Space Information

The Publisher Hotel
711 William Street
Fredericksburg, VA 22401

Parking at The Publisher
For overnight guests, it’s recommended that you pull up to The Publisher front entrance and leave your car there while you check in. Front Desk staff will provide a parking pass for the surface lot located on the corner of William and Barton (700 William Street, Fredericksburg, VA). Do not go into the parking garage. The Publisher does not have arrangements with the garage and guests would have to pay for their own parking.

Summit Sessions Location
Summit sessions will be held in The Press, located on the first floor of the hotel. Exhibits will be located in The Library which is located just outside of The Press.

Summit 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.

Gill Hundley, KlariVis
Gill Hundley is the Chief Administrative and Risk Officer of Roanoke, Virginia-based KlariVis, a unique and proprietary data analytics solution designed by bankers for bankers. KlariVis allows financial institutions to quickly aggregate and visualize their previously siloed and disparate data in one place with unparalleled ease for data-driven decision making.  KlariVis enables financial institutions to create customer intelligence that can be deployed across the organization and leveraged for consistent experiences to generate sales, increase loyalty, and reduce operating expenses. 

Prior to KlariVis, she was Chief Risk and Strategy Officer of KBS Results LLC, a provider of management consulting services to community financial institutions.  Additionally, she was EVP and Chief Risk Officer of Valley Bank, a $900m publicly traded bank in Roanoke, Virginia where she spent the bulk of her banking career in various management positions.  She also served as Chief Operating Officer for Virginia Community Capital/VCC Bank in Christiansburg Virginia.

Hundley is a graduate of Roanoke College and holds the ABA Certified Regulatory Compliance Manager professional certification.  She is a proven hands-on leader with an extensive banking background in diverse areas such as risk management, strategic planning, M&A, process improvements, lending, retail, operations, and compliance.  During her banking career, she served on various industry focused committees.

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.

David Moscatelli, Abacus
David Moscatelli is the CEO and co-founder of Abacus, the AI-powered knowledge management platform built for regulated industries. With more than 20 years of experience in the banking sector, including leadership roles at Deloitte and Synchrony Bank, he brings deep expertise in compliance, analytics, and enterprise transformation. At Abacus, David leads the company’s vision to deliver fast, trusted answers through secure, on-prem LLMs that seamlessly integrate with native data sources, redefining how regulated organizations manage knowledge and serve their customers.

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.

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.

Thank You to Our Sponsors! 

 

ABM AI
Jeff DeCarlo, Vice President, Microsoft and AI
jeff.decarlo@abmnow.com 701-433-3906
Jason Love, National Territory Manager, Microsoft and AI
jason.love@abmnow.com 978-609-3778
http://abmnow.com

ABM AI is a cutting-edge IT firm specializing in Microsoft Modern Work and Artificial Intelligence. Their mission is to empower organizations by leveraging the latest advancements in digital workplace solutions, AI-driven insights, and automation to enhance productivity, security, and operational efficiency. ABM AI is employee-owned, ensuring exceptional service and a vested interest in the company’s success. They focus on cloud, security, and data governance to prepare customers for the Era of AI responsibly and ethically. 

 

Abrigo
Joe Heiman, Association Executive
joseph.heiman@abrigo.com | (608) 780-5057
www.abrigo.com

Abrigo enables 2500+ U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo’s platform centralizes the institution’s data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth. Make Big Things Happen.  Get started at abrigo.com. 
MBA Preferred Provider | VBA Endorsed Provider

 

BABL AI
Bryan Ilg, Chief Sales Officer
bryan@babl.ai | (319) 310-8624
babl.ai

BABL AI helps financial institutions deploy and govern AI responsibly. They provide audit, assurance, and education programs aligned with regulations and standards such as SR 11-7, ISO 42001, NIST AI RMF, EU AI Act etc. Our work enables banks, insurers, and fintechs to build compliant, explainable, and auditable AI systems—reducing regulatory risk, protecting reputation, and strengthening trust across automated credit, underwriting, and investment decision processes. They specialize in AI System-Level assurance, critical for measurement of AI model risk management high risk environments like banking.

 

Blend
marketing@blend.com
https://blend.com/

Blend Labs Inc., (NYSE: BLND) is the leading origination platform for digital banking solutions. Financial providers— from large banks, fintechs, and credit unions to community and independent mortgage banks—use Blend’s platform to transform banking experiences for their customers. Better banking starts on Blend.  

 

Cync Software
Christine O’Brien, Vice President of Sales
NDS Systems, LC
cobrien@cyncsoftware.com | (727) 538-2250 x311
www.cyncsoftware.com

Cync Software is committed to “Supercharging Your Lending Automation” by seamlessly integrating artificial intelligence & cutting-edge cloud technologies with premier solutions based on best practices. Their dedication to revolutionizing the lending processes with research and user-centric design transforms the way data is captured and decisions are made—launching a new era of efficiency and accurate decision making for lenders.

 

FHLBank of Atlanta
Dan Brenton, Senior Relationship Manager
dbrenton@fhlbatl.com | (404) 858-6008
https://corp.fhlbatl.com/

FHLBank Atlanta is a cooperative bank that offers competitively priced financing, community development grants, and other banking services to help member financial institutions make affordable home mortgages and provide economic development credit to neighborhoods and communities.

 

Federal Reserve Financial Services
Christy Hartner, AAP, CTP, Relationship Manager
christy.hartner@kc.frb.org | (816) 260-8056
Jennifer Sutliff, Senior Relationship Manager
jennifer.sutliff@chi.frb.org | (312) 322-4760
FRBservices.org

Federal Reserve Financial Services is an integrated function within the Federal Reserve Banks that provides valuable payment and information services that can be customized to meet the needs of financial institutions of any size. Services delivered via the FedLine^® network include the FedNow^® Service, FedCash^® Services, FedACH^® Services, Check Services, Fedwire^® Funds and more. Visit FRBservices.org^® for more information.  

 

KlariVis
Stuart Capps, Enterprise Account Executive
StuartCapps@KlariVis.com | (910) 386-6578
https://klarivis.com/

KlariVis® is the only data analytics platform built by former community bank executives to help financial institutions turn their data into actionable insights. By consolidating and simplifying data from across the bank into interactive dashboards and reports, KlariVis empowers teams to make informed decisions that drive growth, efficiency, and customer impact. Built on a modern technology stack, KlariVis eliminates the need for manual reporting, allowing banks to focus on strategy, performance, and innovation.

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.