Executive Summit 2025
An Exclusive Event for Forward-Thinking Bank and Credit Union Executives
Community financial institutions face unprecedented shifts—from ongoing regulatory changes and increasing fraud threats to evolving customer expectations and fierce competition from fintechs and megabanks. The question isn’t if you should evolve—it’s how to do it faster, smarter, and together.
The Executive Summit brings select banking and credit union leaders together to explore real-world strategies for growth, resilience, and innovation. Get an inside look at how your peers tackle complex challenges with bold ideas, modern technology, and the right partners.
What to Expect:
Front Line Insights:
Learn directly from industry veterans, CSI experts, and leaders who are innovating across compliance, IT, digital engagement, lending, and liquidity strategies. You’ll also get an inside look at CSI’s expanding software capabilities—including Hawthorn River Loan Origination, Invitation Checking® System, Account Revenue Solution®, Intelligent Limit System®, CashPlease®, and more—to see how they align with your institution’s strategic priorities and integrate smoothly with your existing core platform.
Candid Conversations:
This is a space to share what’s working, unpack what’s not, and get answers to the tough questions.
Luxury, Covered:
We’ve got this one — airfare (up to $600), lodging, meals, and unforgettable settings in Nashville or San Diego — so you can focus on the big picture.
This exclusive, invitation-only summit is designed for senior executives ready to lead the next era of community financial institutions. Space is limited — and yes, 100% complimentary for qualified attendees.
Let’s come together, swap stories, and shape what’s next.
Share Strategies. Solve Challenges. Stay Ahead.
Invites are extremely limited. Reach out to executivesummit@csiweb.com for registration details.