Accelerating Innovation, Transforming Culture & Enhancing Customer Experience

Join senior level executives from the nation’s leading Banking, Finance Services and Insurance companies

COVID-19 changed the face of BFSI in a dramatic way.  The need for digital tools has gone from a “nice to have” to mission critical.  COVID-19 put the digital workplace in the limelight as remote work scaled up at lightning speed.  Plus, the landscape of customer expectations and digital capabilities is changing rapidly. 

This one day event will focus on how digital technologies – coupled with strategy – are reshaping BFSI operational effectiveness and customer experience.  As we are maturing in digital transformation, lessons learned will help overcome challenges and eliminate defects in value. As an added benefit, discover how to identify and implement solutions that will help get you ready for the 21st century.

Session Topics Include:

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The Future of Work During Disruption
What’s next for the future of work?  What innovations are emerging in financial technology

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Transformational Readiness
is about technology AND people – their mindsets, behaviors, social interactions and acceptance

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Cybersecurity for  Remote Employees
address shadow IT as employees use personal devices,   exposing a company to cyber threats

Connect. Learn. Grow Your Network.

Haven't joined an Exchange before? It's an invitation-only virtual event designed to create an environment of true peer-to-peer collaboration as executives connect, identify and benchmark solutions to critical business challenges. This includes:

  • Interactive Peer-to-Peer Think Tanks, where you can dive into discussions on pressing topics
  • Practitioner led sessions by senior executives
  • Networking opportunities, including face-to-face conversations with other attendees 
  • Benchmarking solutions with exclusive one-on-one business meetings


Featured Speakers

Building Connections in a Digital Environment

For 15 years we have understood the importance and value of building and maintaining a strong peer network. And with the current market disruptions, this is even more important. With our virtual Exchange, we deliver the personalized experiences of an in-person Exchange to your screen, with dedicated interactive networking time with other executives!  

Interested In Becoming A Valued Sponsor?

Contact our team to find out how you can participate in this event and connect with executives who need your solutions


Thought Leadership

Ask about our opportunities to lead sessions, moderate panels or lead roundtable discussions with executives from Fortune 2000 companies


One-to-One Business Meetings

Meet with decision makers as they benchmark and seek out new solutions to the challenges they face

Contact us to Register

Jack Mannes
Director of Executive Relations
(813) 658-2516

Inquire as a Sponsor

Tony Rocha
Sponsorship Director
(813) 658-2545

Inquire as a Speaker

Lisa Schulman
(813) 658-2567