An Immersive Experience Dedicated to Shaping the Future of Financial Services
Dates: March 16-17, 2026Location: Ideation Center | Chandler, AZRSVP Now |
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An Immersive Experience Dedicated to Shaping the Future of Financial Services
Dates: March 16-17, 2026Location: Ideation Center | Phoenix, AZRSVP Now |
Powered by ![]() |
Visionary Speakers
Marous
Speaker | Co-Publisher of The Financial Brand
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Exclusive networking opportunities with industry changemakers.
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Hands-on strategic exploration and an exclusive retail branch tour.
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Live keynote sessions and meaningful peer conversations.
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Marous
Speaker | Publish | Podcast Host
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Exclusive networking opportunities with Jim Marous and industry leaders.
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Interactive workshops and deep-dive conversations.
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Live audience recording of the Banking Transformed podcast.
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Ronca
First VP, Dir. of Brand & Growth Strategy | TruMark Financial CU
Brown
Former Managing Dir. of CX at Chase | Amazon Exec. | Author
Ronca
First VP, Dir. of Brand & Growth Strategy | TruMark Financial CU
Brown
Former Managing Dir. of CX at Chase | Amazon Exec. | Author
Bailey
Chief Growth Officer | ArtLifting
Higgison
Retail & Financial Services Executive
Moran
President & CEO | Ledyard Bank
Bailey
Chief Growth Officer | ArtLifting
Higgison
Retail Physical Channel Strategy & Performance | Comerica Bank
Moran
President & CEO | Ledyard Bank
Aiyese
President, Head of Retail Banking | Southern Bankcorp
Kritz
Chief Experience Officer | DBSI
Trombly
SVP of Banking Transformation | DBSI
Aiyese
President, Head of Retail Banking | Southern Bankcorp
Kritz
Chief Experience Officer | DBSI
Trombly
SVP of Banking Transformation | DBSI
Unlock Breakthrough Ideas
and New Perspectives
Experience, Engage, and Immerse Yourself in the Future of Banking
Unlock Breakthrough Ideas and New Perspectives
Experience, Engage, and Immerse Yourself in the Future of Banking
| Day 1 HIGHLIGHTS |
Welcome Reception
Join us for an evening of exclusive networking and connection with industry powerhouses.
VIP Tours
Explore the Ideation Center and discover innovative solutions.
More to Come...
Explore the Ideation Center and discover innovative solutions.
| Day 2 HIGHLIGHTS |
DBSI Deep-Dives
Dive into expert-led sessions on leading financial transformation strategies.
Live Podcast
Join Jim Marous for a live recording of the Banking Transformed Podcast with DBSI special guest EJ Kritz.
Conversations & Cocktails with Jim
Enjoy dinner and take part in an exclusive evening discussion with industry expert Jim Marous.
More to Come...
Explore the Ideation Center and discover innovative solutions.
| Day 3 HIGHLIGHTS |
Power Breakfast
Jumpstart day three with self-guided huddle sessions and peer networking.
Accelerate Your Transformation: Mastermind Sessions
Participate in dynamic workshops and collaborative discussions that inspire active engagement and idea sharing.
More to Come...
Explore the Ideation Center and discover innovative solutions.
Thank You to Our Event Partners
The
Date
Visionary Voices returns March 16–17, 2026!
For two days, the Ideation Center will be filled with industry leaders, bold ideas, and conversations designed to challenge your perspective—so you leave inspired and ready to shape your FI’s future.
The
Date
Visionary Voices returns March 16–17, 2026!
For two days, the Ideation Center will be filled with industry leaders, bold ideas, and conversations designed to challenge your perspective—so you leave inspired and ready to shape your FI’s future.
Event Agenda
Select an option below:
- Day 1 Agenda
- Day 2 Agenda
Monday, March 16
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12:00pm - 2:00pm
Registration, Buffet Lunch & Partners Showcase
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2:00pm - 2:30pm

Welcome, Sponsor Recognition & Event Kickoff
EJ Kritz, CXO, DBSI
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2:30pm - 3:00pm

Transformation Defined
Leslie Higgison, Retail & Financial Services Executive
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3:00pm - 3:30pm
Panel Discussion: Data-Driven Design

Tom Long
Founder & Principal, The Long Group

Josephine Moran
President & CEO, Ledyard Bank

Jacque Valdez
SVP, Operations & Member Experience, GECU
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3:30pm - 3:45pm
Break
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3:45pm - 4:00pm

Sponsor Recognition
Jason Sletten, Senior Transformation Strategist, DBSI
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4:00pm - 4:45pm

Opening Keynote
Christina Bailey, Chief Growth Officer, ArtLifting
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4:45pm - 5:00pm

Kinective: Shuttle Sponsor Remarks
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5:00pm - 5:45pm
Shuttle Departure and Arrival
Arizona Financial Credit Union - Biltmore Branch
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5:45pm - 6:00pm

Arizona Financial Credit Union: Welcome Remarks
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6:15pm - 6:30pm

Branch Keynote: Jim Marous
Co-Publisher, The Financial Brand & Banking Transformed Podcast Host
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6:30pm - 7:00pm
Dinner, Open Bar & Branch Tours
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7:45pm
Shuttle Departure to Crowne Plaza Resort Phoenix-Chandler
Tuesday, March 17
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8:00am - 9:00am
Registration & Donut Truck
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9:00am - 9:10am

DBSI Day 2 Welcome
EJ Kritz, CXO, DBSI
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9:10am - 9:30am

Back Office, Forward Thinking
Seun Aiyese, Southern Bancorp
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9:30am - 10:00am
Fireside Chat: The Secret to Branch Transformation is Workforce Optimization

Robyn Breshears
Executive Dir., Sales, Service & Support, Arvest Bank

Carla Trombly
SVP of Banking Transformation, DBSI
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10:00am - 10:30am

Rebrand Revolution
Kristin Ronca, First VP, Dir. of Brand & Growth Strategy, TruMark Financial CU
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10:30am - 11:00am
Break & Partners Showcase
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11:00am - 11:45am
UNC Student Spotlight: Gen-Z to Gen-Alpha: The Future of Banking is Here Today

Shiva Rajbhandari
President of the Carolina Credit Union Initiative

Sarah Galdi
VP of the Carolina Credit Union Initiative
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11:45am - 12:00pm

Tyfone: Lunch Sponsor Remarks
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12:00pm - 1:00pm
Lunch & Partners Showcase
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1:00pm - 2:30pm

Build-A-Branch Design Lab
Hosted by DBSI's Design Team
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2:30pm - 3:15pm
Turning Locality into Branch Strategy: Winning the Localization Battle

Corey Wrinn
Managing Director, Rivel Banking Research

Kalyn Dennis
VP of Marketing & Communications, Wilson Bank & Trust

Mark Beausoleil
EVP, Head of Retail Banking, Valley Bank
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3:15pm - 3:30pm
Break
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3:30pm - 4:00pm

Steal This Idea Roundtable
Hosted by DBSI's Transformation Strategists
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4:00pm - 4:45pm

Featured Keynote: Marbue Brown
Former Managing Director of CX at Chase
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4:45pm - 5:00pm
Closing Remarks
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5:00pm - 6:00pm
Bar Opens & Dinner
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6:00pm - 8:00pm
Cocktails & Conversations
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8:00pm
Shuttle Departs for Crowne Plaza Resort Phoenix-Chandler
Monday, March 16
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12:00pm - 1:00pmArrival, Buffet Lunch & Registration12:00pm - 1:00pmArrival, Buffet Lunch & Registration -
1:00pm - 2:00pmOpen House Meet & Greet1:00pm - 2:00pmOpen House Meet & Greet -
2:00pm - 2:30pmWelcome, Sponsor Recognition & Event KickoffEJ Kritz, CXO, DBSI2:00pm - 2:30pmWelcome, Sponsor Recognition & Event KickoffEJ Kritz, CXO, DBSI -
2:30pm - 3:00pmTransformation DefinedLeslie Higgison, Retail Physical Channel Strategy & Performance, Comerica Bank2:30pm - 3:00pmTransformation DefinedLeslie Higgison, Retail Physical Channel Strategy & Performance, Comerica Bank
Tuesday, March 17
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8:00am - 9:00amRegistration & Donut Truck8:00am - 9:00amRegistration & Donut Truck -
9:00am - 9:10amDBSI WelcomeEJ Kritz, CXO, DBSI9:00am - 9:10amDBSI WelcomeEJ Kritz, CXO, DBSI
Where to Stay
We’ve secured a room block at the beautiful Crowne Plaza Hotel.
Rooms are limited due to Arizona’s busy travel season, so book now! Staying here also includes a complimentary shuttle to and from the event, and 15% discount at the San Marcos Golf Resort when booked 30 days before arrival.
Looking for alternatives? Check out the Marriott Chandler or the Hilton Chandler.
*Room fees removed upon check-in*
Thank You to Our Transformation Partners
Visionary Voices 2025
Watch The Live Banking Transformed Podcast Recording
How Experience-Driven Design is Revolutionizing Physical Engagement
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Engage with Industry Experts
Gain valuable insights from the changemakers who are shaping the industry. |
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Discover Innovative Solutions
Explore the latest design trends, technologies and strategies that can enhance your experience. |
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Network with Peers
Connect with banking professionals, expand your network, and share best practices. |
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Gain Actionable Insights
Walk away inspired with clear, actionable ideas you can implement with your team. |
RSVP Today!
Secure your spot for this exclusive event March 16-17, 2026.
Interested in sponsoring Visionary Voices 2026?
Contact info@dbsi.com
































