Building a Practical AI & Technology Roadmap for Community Banks Workshop

This workshop helps banking leaders cut through the AI hype and build a practical, sequenced technology roadmap tailored to their institution’s size, budget, and maturity. Participants will leave with a clear understanding of where to start, how to govern the journey, and how to build the data foundation that makes AI investment worthwhile.

9:30 AM – 10:00 AM
Breakfast & Registration

10:00 AM – 10:15 AM
Welcome & Introductions

10:15 AM – 11:15 AM
Peer Collaboration Session 1: AI Landscape & Opportunity Assessment
Participants identify the highest-ROI AI use cases for community banks, exploring practical applications across loan underwriting, fraud detection, customer service, back-office automation, document processing and marketing. The session guides leaders through assessing their institution’s AI readiness across infrastructure, data quality, talent and governance dimensions, and provides a structured framework for building a compelling business case that translates AI investment into board-ready ROI and cost-benefit analysis.

11:15 AM – 12:15 PM
Peer Collaboration Session 2: System Modernization
This session addresses the foundational technology decisions that determine whether AI investments will succeed or stall. Participants evaluate their current tech stack and modernization priorities, identifying which legacy systems represent the greatest barriers to AI adoption and digital advancement. The session focuses specifically on how community banks can address legacy system challenges without enterprise-level budgets, exploring pragmatic modernization approaches including phased replacements, API layers that extend legacy system life and partnership models that provide access to modern capabilities without requiring full core replacement.

12:15 PM – 1:15 PM
Lunch

1:15 PM – 2:15 PM
Peer Collaboration Session 3: AI Implementation & Governance
This session equips banking leaders with the frameworks needed to deploy AI responsibly and sustainably within a regulated environment. Participants learn how to design an AI governance framework that establishes cross-functional oversight, addresses model risk management requirements and meets documentation expectations from examiners. The session also addresses the human capital transition to an AI-augmented workforce, covering reskilling strategies and change management and provides practical approaches to measuring and validating AI model performance to ensure investments deliver expected outcomes without introducing unintended risk.

2:15 PM – 2:30 PM
Refreshment Break

2:30 PM – 3:30 PM
Peer Collaboration Session 4: Data Strategy
This session addresses the often-overlooked foundation that determines whether AI investments deliver value or disappoint: data. Participants learn how to develop a data strategy that directly supports AI adoption, with particular focus on regulatory compliance requirements that shape how banking data can be collected, stored and utilized. The session covers establishing data quality standards, implementing data governance practices and breaking down organizational and system silos that prevent institutions from generating the unified, reliable data needed to power meaningful AI and analytics capabilities.

3:30 PM – 3:45 PM
Wrap Up and Q&A

4:00 PM – 5:00 PM
Welcoming Peer & Guest Reception
To kick off the Summit, we invite all participants – and their guests – to join us for refreshments and light hors d’oeuvres.