Schedule
April 27-29, 2025 | Clearwater Beach, FL
Day(s)
:
Hour(s)
:
Minute(s)
:
Second(s)
SUNDAY
APRIL
27
11am-5:30 pm
Registration & Orientation
12:30-2:30 pm
Tiki Boat Cruise (group 1)

3-5 pm
Tiki Boat Cruise (group 2)

1-5 pm
Beachside Brunch + Scavenger Hunt

6:15-7 pm
Welcome Reception

7-9:30 pm
Dinner Program
Spark Creativity and Transform Your Life

Kevin Griffin
Singer, Songwriter, Author | Frontman – Better Than Ezra
MONDAY
APRIL
28
6:30-7 am
Group Run/Walk
7:15-8 am
Breakfast
8-8:25 am
Inside PNC’s $1.5B Expansion

Jeffrey Martinez
EVP, Head of Retail Banking – PNC
8:25-8:55 am
Beyond Branch Growth: Crafting Your Network’s Future

Gina Bleedorn
President & CEO – Adrenaline
9-10:20 am
Sourcing Meetings
10:25-11:05 am
Renovation or Re-invention: The Role of Branches in Serving Core Customers & Attracting New Clients

🎤 Ray Ehscheid
SVP, National Practice Leader for Retail – Nelson Worldwide

Matt Bosserman
VP, Retail Design & Visual Merchandising – Capital One
11:05-11:25 am
Embracing Innovation in a Risk-Averse Culture

Dakota Crow
VP, Head of Innovation Programs – US Bank
11:30 am – 12:30 pm
Sourcing Meetings
12:30 -1:30 pm
Networking Lunch
1:35-1:55 pm
Cool $hit Banks Can’t Do

EJ Kritz
Chief Experience Officer – DBSI
1:55-2:35 pm
Integrating Tech in Physical Spaces: Finding the ‘Sweet Spot’

Stephen Griffin
SVP, Head of Branch Distribution – Regions Bank

Lamont A. Young
EVP, Head of National Banking & Digital Solutions – Citizens Bank

Leslie Higgison
SVP, Physical Retail Channels – Comerica

🎤 Carla Trombly
SVP of Bank Transformation – DBSI
2:40-3:40 pm
Sourcing Meetings
3:45-4:30 pm
How AI Will Transform Physical Banking

Ron Galloway
Futurist, Author, and AI Expert
4:30-4:45 pm
Happy Hour Break
4:45-5:25 pm
What Can Banks Learn from a Trippy Art Exhibit?

Vince Kadlubeck
Founder – Meow Wolf
5:40-6:30 pm
Free Time
6:30-10 pm
Beach Party

TUESDAY
april
29
7:30-8:30 am
Breakfast
8:30-9 am
Intentional Design: Shaping Banking Behavior Through Space

Shona Callahan
SVP, Director of Workplace and Retail Design – Truist

🎤 Helen Herrick
Principal – MBH Architects
9-9:30 am
Developing a Smart Self-Service Strategy

Chad Bruhn
SVP, Head of ATM & Cash – Capital One

Brendan Watkins
SVP, Head of ATM & Teller Strategy – Truist

🎤 Moderator TBA
9:35-10:05 am
Sourcing Meetings
10:10-10:45 am
Community Banking is Dead…Long Live the Community Bank

🎤 Jean-Pierre Lacroix
President, Founder – Shikatani Lacroix Design

Jason Furer
SVP, Head of Consumer Banking – Wesbanco

Kevin Sloan
EVP, Branch Network – KeyBank
10:45-11:10 am
Sustainable Banking: Building a Greener Future Through Partnership

🎤 Sarah Curtis
Partner and Studio Principal, Retail – Little Architecture

Catherine Green
VP, Manager of Real Estate Design & Quality Assurance – First Citizens
11:10-11:25 am
True ‘Living’ Branches: Rethinking Community-Minded Spaces

Chuck Leach
CEO – Lee Bank
11:25 am – 12:25 pm
Bon Voyage Brunch
Wanna join us?
ATTEND
(BANK / CREDIT UNION EXEC)
Qualified banking leaders attend at no cost. Registration includes accommodations for two nights, full meals, and access to all networking excursions.
PARTNER
(INDUSTRY VENDOR)
Partnering is a great way to get your company in front of the best of restaurant development, design, and technology leaders.