Annual Banking Summit | 2026
Real‑time banking insights. Real‑world connections.
Thursday, May 28 - Friday, May 29, 2026
Omni Mount Washington Spa & Resort
3
Networking activities
5
Educational sessions
5
CPE
credits
Where learning meets connection for Northeast banking leaders
Join fellow forward-thinking banking leaders for EVOLVE—two days of impactful learning, meaningful connections, and scenic golf at the stunning Omni Mount Washington Resort at Bretton Woods.
Hosted by BerryDunn and our longtime, valued partner, Stifel, this annual event is designed to help banking leaders navigate shifts in the industry with strategy, insight, and the power of in-person connections.
Join us to:
- Understand key federal policy shifts
- Get insights on the evolving tax landscape
- Unlock performance-driven balance sheet strategies
- Discover how AI strengthens balance‑sheet performance and reduces risk
- Take a futuristic look at finance
- Enjoy the beautiful White Mountains, an award-winning golf course, and the viewpoints of fellow banking leaders
- Earn Continuing Professional Education (CPE) credit for this event
Who should attend?
This event is ideal for banking leaders in these areas:
- C-suite
- Finance
- Accounting
- Tax
- Board of directors/trustees
- Risk management
Event Partner
Stifel
Working with banks in New England and across the United States, Stifel is committed to helping executives grow their businesses and better serve their customers. Anchored by an experienced team of financial strategists, traders, and sales representatives, Stifel provides a suite of industry-focused services related to institutional investing, balance sheet optimization, derivative strategies, secondary loans, asset liability management, and funding.
Featured speakers
Lindsey Piegza, Ph.D.
Chief Economist, Stifel
Ryan Henley
Head Financial Institution Strategy, Stifel
Clare Lizotte, Esq.
Risk Officer & Senior Corporate Counsel, BerryDunn
Tucker Cutter
Principal, BerryDunn
View our full line-up for speakers for this event.
We look forward to seeing you in...
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Have questions?
Feel free to reach out via email