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BIRMINGHAM | SEPTEMBER 22, 2026

Finovifi Community Financial Institution Summit

Building Profitable, Resilient Community Financial Institutions

A one-day education summit for community bank and credit union leaders focused on profitability, payments, operations, responsible AI, ACH fraud, operations and practical ways to get more value from existing technology.

Tuesday, September 22, 2026
Marriott Birmingham
7:30 a.m. - 6:30 p.m. CT
Register for the Birmingham Summit
View the Agenda
Frame 9
EVENT OVERVIEW

Practical education for the decisions community financial institutions are making now

Community financial institutions are navigating tighter margins, changing payment expectations, increasing fraud and regulatory pressure, and difficult technology decisions – often with limited staff and resources. The Finovifi Community Financial Institution Summit brings together bank and credit union leaders, industry specialists and selected solution partners for practical education, peer perspective and ideas attendees can take back to their institutions.

The Birmingham program is designed to connect strategic issues with day-to-day application. Attendees will hear from industry experts, compare perspectives with peer leaders, explore current payment and compliance priorities, and choose a practical breakout focused on either MBS Core operations or fraud-review workflows.

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WHAT YOU WILL TAKE AWAY

What you will take back to your institution

1

A clearer view of where community financial institutions can protect margin and find realistic growth.

2

Practical insight into card programs, remittances, digital wallets and emerging payment opportunities.

3

A better understanding of sanctions risks beyond basic OFAC SDN screening.

4

Practical ACH insight from Southern Financial Exchange.

5

A suggested framework for building and governing an institutional AI policy.

6

Peer perspective on the competitive, regulatory, technology and fraud issues shaping community financial institutions.

7

Core-operation and fraud-review ideas that can be applied immediately.

WHO SHOULD ATTEND

Designed for community financial institution
leaders and practitioners

The summit is relevant to community banks and credit unions, including current Finovifi customers, prospective institutions and
invited industry participants.

Presidents, CEOs, CFOs, COOs and other executive leaders

Operations, payments, digital banking and technology leaders

Chief risk officers, compliance officers and BSA/AML professionals

Fraud, investigations and loss-prevention teams

MBS Core leaders and power users

Institutions evaluating profitability, customer-retention, payment, compliance or operational priorities

Agenda

Birmingham Agenda

The Birmingham agenda combines strategic perspective, practical education, peer discussion and role-specific breakouts. Session
titles and speakers are current as of July 29, 2026. The agenda is subject to change as remaining details are confirmed.

7:30 - 8:30 a.m.
Registration, Breakfast and Partner Showcase

Start the day with warm breakfast, early check-in, and networking with our specialized partners.

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
8:30–8:45 a.m.
Welcome: Building Profitable, Resilient Community Financial Institutions
Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
8:45 - 9:30 a.m.
Profitability Without Compromise

Evaluating modern fee-structure alternatives and operational improvements that increase net interest income.

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
9:30 - 10:15 a.m.
Equifax Coming Soon

Session topic and presenter details coming soon.

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
10:15 - 10:30 a.m.
Break and Partner Showcase

Short intermission. Refreshments are served in the main pavilion.

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
11:20 - 12:00 p.m.
Remittances, Digital Wallets and New Revenue Opportunities

Unlocking transaction fees through integrated cross-border payments and modern consumer wallet tech.

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
12:00 - 12:45 p.m.
Lunch and Partner Showcase

Catered lunch. Connect with industry experts and explore cutting-edge solutions at the partner booths.

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
12:45 - 1:30 p.m.
Payments in Practice: Strengthening Card Programs for Growth and Efficiency

How optimized interchange structures and automated security protocols elevate small business debit/credit performance.

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
1:30 - 2:10 p.m.
Community Financial Institutions at a Crossroads

Concluding roundtable analyzing regulatory outlooks, consolidation trends, and community positioning for 2025.

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
2:10–2:40 p.m.
Sanctions Beyond the Basic OFAC SDN List

Presenter: Becky Breland, Principal Consultant, Arcsalus Advisors

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
2:40–3:15 p.m.
How to Build an AI Policy for Your Financial Institution

Governance, Employee Use and a Practical Starting Template

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
3:15–3:45 p.m.
Southern Financial Exchange ACH Session Coming Soon

Presenter: Pamela T. Rodriguez, AAP, CIA, CISA, President & CEO, Southern Financial Exchange

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
3:45–4:00 p.m.
Break and Transition to Concurrent Sessions

Presenter: Pamela T. Rodriguez, AAP, CIA, CISA, President & CEO, Southern Financial Exchange

Presenter: Russell Taylor, President, Finovifi
Purpose of the summit and the challenges facing community financial institutions
Concurrent Breakouts

Choose the practical track that best fits your role or head straight to the reception

The final education block runs as two concurrent sessions. MBS Core customers can join a demonstration-based core-operations session, while fraud and operations leaders can focus on the workflow from suspicious activity through investigation and follow-through.

4:00-4:45 P.M. | TRACK A

Get More from the Core You Already Have

Features, Shortcuts, Tips and Workarounds You May Be Missing

Speakers

Russ Smith, Faith Tilley, Vicki Smith and Kayleen Casey

An update from the Core Advisory Group on customer-identified priorities and the product roadmap, followed by a practical, demonstration-based session designed to help MBS Core customers make better use of functionality already available within the system. Drawing on decades of combined experience, the presenters will share practical tips, shortcuts, troubleshooting techniques and workarounds learned through years of supporting banks.

Frequently overlooked core features
Faster ways to complete common tasks
Navigation shortcuts and workflow efficiencies
Reporting, customer, deposit and loan information tips
Imaging and document-retrieval efficiencies
Core Help and other built-in support resources
Configuration or process changes that may reduce manual work
Balancing and troubleshooting techniques, including GLCHK
Common support issues and proven workarounds
Training resources and ways to get more value from the existing system
4:00-4:45 P.M. | TRACK B

From Alert to Action: Building a More Effective Fraud-Review Process

Speakers

Russ Smith, Faith Tilley, Vicki Smith and Kayleen Casey

An update from the Core Advisory Group on customer-identified priorities and the product roadmap, followed by a practical, demonstration-based session designed to help MBS Core customers make better use of functionality already available within the system. Drawing on decades of combined experience, the presenters will share practical tips, shortcuts, troubleshooting techniques and workarounds learned through years of supporting banks.

Check fraud before posting
Compromised check and card intelligence
ACH anomaly review
Alert prioritization
Investigation and escalation
Documentation and case management
Customer notification and operational follow-through
Track C — Head straight to the reception
Speakers

Hear from community financial institution leaders and industry specialists

The Birmingham Summit brings together bank leaders, association executives, subject-matter experts and solution specialists to address the issues community financial institutions are managing now.

Name
Title / Organization
Session
Russell Taylor
President, Finovifi
Welcome
Neil Stanley
The CorePoint
Profitability Without Compromise
Coy Ogle
Head of Partnerships, Finovifi
Where Banking Challenges Meet Practical Solutions
Joe Schmidthorst
Primas
Payments in Practice
Starr Largin
SVP Sales, Finovifi
Customer panel moderator; Fraud Operations breakout
Pamela T. Rodriguez, AAP, CIA, CISA
President & CEO, Southern Financial Exchange
Customer panel; ACH session
Eric Baswell
Chief Risk Officer and Legal Counsel, Central State Bank
Customer panel
Becky Breland
Principal Consultant, Arcsalus Advisors
Sanctions Beyond the Basic OFAC SDN List
Bart Hall
Chief Assurance Officer
How to Build an AI Policy
Russ Smith, Faith Tilley, Vicki Smith and Kayleen Casey
Finovifi / MBS Core team
MBS Core customer breakout
Chip Moore
Implementations Specialist, Finovifi
Fraud Operations breakout
Equifax presenterTBC
TBC – To be confirmed
Equifax session
Thunes representativeTBC
TBC – To be confirmed
Remittances, Digital Wallets and New Revenue Opportunities
Two additional panelists TBCTBC
TBC – To be confirmed
Community Financial Institutions at a Crossroads
VENUE

Join us in Birmingham

The Birmingham Summit brings together bank leaders, association executives, subject-matter experts and solution specialists to address the issues community financial institutions are managing now.

Marriott Birmingham

3590 Grandview Parkway, Birmingham, AL 35243

Registration and breakfast begin at 7:30 a.m. The education program concludes at 4:45 p.m., followed by a networking reception through 6:30 p.m.

View Map and Directions

Reserve a Hotel Room

Marriott Birmingham
3590 Grandview Parkway
Birmingham, AL 35243
Ph: 205-968-3800
Finovifi Rate — $169/night
Reserve a Room

A limited Finovifi room block will be available. Booking link and reservation deadline will be provided after registration.

At Finovifi, we empower community financial institutions with cutting-edge technology to fight fraud, streamline compliance, and enhance core processing operations.

Our AI-driven solutions are tailored to meet the unique needs of banks and credit unions, offering advanced tools to safeguard your institution and clients in an increasingly digital world.

Resources

Products

Contact Us

850 Corporate Parkway, STE 110
Birmingham, AL 35242
205-981-4444
info@finovifi.com
7655 Burlington Street Ralston, NE 68127
800-592-7500

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FAQ

Frequently asked questions

Who should attend the Birmingham Summit?

A clearer view of where community financial institutions can protect margin and find realistic growth.

How do the concurrent breakouts work?

A clearer view of where community financial institutions can protect margin and find realistic growth.

Do I need to be a Finovifi customer to attend?

A clearer view of where community financial institutions can protect margin and find realistic growth.

Where will the event be held?

A clearer view of where community financial institutions can protect margin and find realistic growth.

What should I expect from the day?

A clearer view of where community financial institutions can protect margin and find realistic growth.

Will the agenda change?

A clearer view of where community financial institutions can protect margin and find realistic growth.