Banking Blog

Everything transformation lives here. From designing and building a new space to adding digital signage to adopting Universal Associates, you’ll find tips and tricks for it all.

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Healthcare Blog

An elevated healthcare environment starts with an educated leadership team. This blog gives all the insights, from design-build to experiential marketing solutions.

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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 with actionable strategies that you can easily implement.

Jim
Marous

Speaker | Publisher | Podcast Host

Jim-Marous

1-Engage-Experts

Exclusive networking opportunities with Jim Marous and industry leaders.

1-Engage-Experts

Interactive workshops and deep-dive conversations.

1-Engage-Experts

Live audience recording of the Banking Transformed podcast.

Jim-Marous

Jim
Marous

Speaker | Publish | Podcast Host

1-Engage-Experts

Exclusive networking opportunities with Jim Marous and industry leaders.

1-Engage-Experts

Interactive workshops and deep-dive conversations.

1-Engage-Experts

Live audience recording of the Banking Transformed podcast.

EJ
Kritz

CXO | DBSI

Carla

Carla
Trombly

SVP of Banking Transformation | DBSI

EJ
Kritz

CXO | DBSI

Carla

Carla
Trombly

SVP of Banking Transformation | DBSI

Mike

Mike
Forsyth

Director of Transformation Strategy | DBSI

Alisa

Alisa
Semyekhina

SVP of Digital Creative | DBSI

Corde

Corde
Kurtz

COO | DBSI

Mike

Mike
Forsyth

Director of Transformation Strategy | DBSI

Alisa

Alisa
Semyekhina

SVP of Digital Creative | DBSI

Corde

Corde
Kurtz

COO | DBSI

Amanda

Amanda
Farmer

Director of Equipment | DBSI

B.A.
Eastwood

Director of Architectural Services | DBSI

Angela

Angela
Hearn

Interior Designer | DBSI

Amanda

Amanda
Farmer

Director of Equipment | DBSI

B.A.
Eastwood

Director of Architectural Services | DBSI

Angela

Angela
Hearn

Interior Designer | DBSI

Accelerate Your Transformation: Mastermind Sessions

Participate in dynamic workshops and collaborative discussions that inspire active engagement and idea sharing.

Collaboratory-3

DAY 1

Monday,

March

10

3:30 PM - 5:30 PM

Arrival & Registration

3:30 PM - 4:30 PM

Ideation Center Exclusive Tours

5:30 PM - 7:30 PM

Welcome Reception & Remarks

EJ-Kritz-DBSI

EJ Kritz

CXO, DBSI

5:30 PM - 6:00 PM

The Culture of Branch Transformation

Nicol-Matthews-CEO-Harvest

Nicol Matthews

President & CEO, Harvest Coaching & Consulting, LLC.

DAY 2

Tuesday,

March

11

8:00 AM

Registration & Donut Truck

9:00 AM

DBSI Welcome

Ginny-Bruni-DBSI

Ginny Bruni

CEO, DBSI

9:00 AM - 9:30 AM

Setting the Tone: The True Meaning of Transformation

EJ-Kritz-DBSI

EJ Kritz

CXO, DBSI

9:30 AM - 10:00 AM

Optimizing Branch Networks: How to Turn Data into Growth

Tom-Long-The-Long-Group

Tom Long

Founder & Principal, The Long Group

10:00 AM - 10:15 AM

Break

10:15 AM - 11:00 AM

Peer to Peer Roundtable

Breaking Barriers: Removing the Hurdles of Experience Transformation

Mike-Forsyth-DBSI

Mike Forsyth

Director of Banking Transformation, DBSI

11:00 AM - 11:30 AM

Tech's Role in Branch Design

Kinnective

Kinective

Kinnective

11:30 AM - 12:00 PM

Like a Glove: Ensuring Tech is a Seamless Fit

BA-Eastwood-DBSI

B.A. Eastwood

Director of Architecture Services

12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:00 PM

Banking Transformed: Live Podcast Recording

Jim-Marous-DBSI

Jim Marous

Co-Publisher, The Financial Brand

EJ-Kritz-DBSI

EJ Kritz

CXO, DBSI

2:00 PM - 2:15 PM

Break

2:15 PM - 2:45 PM

FIRESIDE CHAT

Rewriting the Rulebook: A Programmatic Approach to Branch Experience

Alisa-Semyekhina-DBSI

Alisa Semyekhina

SVP of Digital Creative, DBSI

Carla-Trombly-DBSI

Carla Trombly

SVP of Banking Transformation, DBSI

2:45 PM - 3:00 PM

Innovation Highlight: Real-Time NPS

Ray-K-Ragan-Veroterra

Ray K. Ragan

Co-Founder, VeroTerra

3:00 PM - 3:30 PM

Self-Service & Maximizing Your FTEs

Amanda-Farmer-DBSI

Amanda Farmer

Director of Equipment, DBSI

3:30 PM - 3:45 PM

Break

3:45 PM - 4:30 PM

Featured Keynote: Jim Marous

Jim-Marous-DBSI

Jim Marous

Co-Publisher, The Financial Brand & Banking Transformed Podcast Host

4:30 PM - 5:15 PM

Dinner

5:15 PM - 7:15 PM

Cocktails & Conversations

DAY 3

Wednesday,

March

12

8:00 AM

Power Breakfast

9:00 AM - 11:00 AM

Accelerate Your Transformation: Tailored Strategies for Your FI's Success

11:00 AM - 11:30 AM

Break & Networking

11:30 AM - 11:45 AM

Closing Remarks

EJ-Kritz-DBSI

EJ Kritz

CXO, DBSI

Secure Your Spot at the Forefront of Financial Innovation

Don’t miss your chance to join an elite group of financial executives at Visionary Voices 2025. With limited spots, this exclusive event offers a rare opportunity to connect with industry leaders, share best practices, and gain powerful insights. Request your invite today!

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See our Concierge Kit to find out more to do around Phoenix. Explore the best restaurants, resorts, golf, and more.

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