March 18, Birmingham, AL | April 22, Omaha, NE

The Finovifi Client Forum

The Finovifi Client Forum 2026 is a one-day, in-person event designed exclusively for Finovifi clients to step back from day-to-day demands and focus on what matters next. This forum brings together bank leaders, operations teams, fraud and compliance professionals, and Finovifi experts for a practical discussion that connects where we’ve been, what we’ve delivered, and where we’re headed next.

What You’ll Learn at the 2026 Client Forum

The 2026 Client Forum is designed to be practical, candid, and immediately useful. Across focused sessions, you’ll gain clarity on what’s changing in fraud, compliance, payments, and core operations—and how to respond with confidence. You’ll hear directly from Finovifi leaders and industry experts, learn how peer institutions are tackling real-world challenges, and leave with concrete ideas you can apply the moment you’re back at your desk.

Throughout the day, attendees will gain insight into:

  • Group 12 (1) Looking Ahead: What’s Coming Next for the Finovifi Platform
  • Group 12 (1) How community banks are improving profitability without adding risk or operational strain
  • Group 12 (1) Where fraud and compliance pressures persist, and how stronger coordination across teams changes outcomes
  • Group 12 (1) How frontline processes, back-office workflows, and leadership oversight must align to support resilience
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An agenda built for real learning and real conversation

The agenda blends general sessions, focused breakout tracks, and peer discussion—so attendees can spend time on the topics that matter most to their role and institution. Sessions are designed to be practical and participatory, with space to compare notes, share experiences, and walk away with ideas that translate beyond the room.

This forum is intentionally educational. There are no sales pitches—only candid discussion, shared insight, and practical perspective on the challenges community financial institutions are navigating today and preparing for next.

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Agenda & Session Overview

Throughout the forum, sessions will focus on the issues that matter most to community institutions right now—from fraud trends and regulatory pressure to operational efficiency and smarter use of technology. Each session is designed to balance insight with application, combining expert perspective, real client experiences, and practical takeaways.

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Client Forum
2026 Agenda

Building Profitable, Resilient Community

Financial Institutions

 

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7:30 – 8:30

Registration & Breakfast - Networking with peers and Finovifi marketplace partners.

8:30 – 9:00

Welcome & Industry Framing - How community banking has changed—and how Finovifi has responded.

Russell Taylor
9:00 – 9:30

Finovifi Platform Direction: What's Next - A forward-looking view across Core, Fraud, BSA, Compliance, and Payments.

Jim Lincoln, Terry Ray
9:30 – 10:15

Profitability Without Compromise - How community banks improve margins without adding risk or complexity.

Neil Stanley (AL)
Kristi Krayneski (NE) 
10:15 – 10:30

Break

10:30 – 10:45

Inside the Finovifi Marketplace - How we evaluate our fintech partnerships—and why curation matters. 

Coy Ogle
10:45 - 11:45

Marketplace Partner Lightning Introductions - Fast, focused overviews of vetted solutions

Various
11:45–12:45

Lunch: Problems & Solutions Exchange

12:45 – 2:00

Breakout Sessions 

Track A: Core Operations, CIF & Imaging — What’s Working, What’s Next - This session covers the 2025 roadmap outcomes, CIF direction and modernization, imaging and document management progress, and the operational topics users continue to raise—reporting, procedures, and infrastructure expectations included. 

Russ Smith, Jim
Lincoln, Bob Neville,
Kerry Phillips

Track B: Fraud & Risk Operations - A practical look at where fraud exposure persists despite existing controls, and how banks address workload strain, process gaps, and limited visibility using OrboGraph, CardGuard, BSA Guardian, and ACH RiskLens. 

Starr Largin, Terry Ray
2:00– 2:15

Break/Room Transition

2:15 - 3:15

Payments & Operational Impact — From Capability to Day to-Day Reality - A practical look at how payments affect profitability, efficiency, and daily operations inside community banks. This session focuses on operational impact—not theory— including how payments fit into the broader Finovifi platform and what banks should expect in real-world execution 

Joe Schmithorst
3:15 - 4:00

Stopping Fraud Where It Starts: The Teller Line Reality What frontline fraud looks like today—and how strong processes change outcomes. 

Starr Largin
4:00- 4:45

Turning Oversight into Day-to-Day Clarity -  A practical look athow compliance teams manage increasing regulatory expectations alongside limited time and resources. This session focuses on where compliance work becomes fragmented across systems and teams, and how clearer workflows, better documentation, and tighter coordination with fraud and operations reduce strain while improving consistency and examiner readiness

Todd Winship
4:45 - 5:45

Cocktails - We invite you to stay and join us after the sessions
for cocktails.

There is no charge for Finovifi customers to attend.

Birmingham, AL | March 18, 2026

Marriott

3590 Grandview Parkway

Birmingham, AL 35243

Ph: 205-968-3665

Finovifi Rate - $189 per night 

Register Now!

Omaha, NE | April 22, 2026

Embassy Suites

555 S. 10th Street

Omaha, NE 68102

Ph: 678-829-5245

Finovifi Rate - $119 per night

Register Now!
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A Special Thank You to Our Marketplace Partners

 
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