2026 Business Banking Conference Agenda

8:00 AM
Registration Available/Breakfast Served
8:30 AM
Innovation Showcase Opens
9:00 AM
Opening Remarks

Youa Yang, Managing Partner & COO, Barlow Research

9:10 AM
Welcome to Charlotte

Taylor Farris, Head of CashPro Security Product, Bank of America

9:20 AM – 9:50 AM
9:55 AM – 10:25 AM
AI That Delivers: How Banks Are Scaling GenAI and Agents

Danielle Eriksson, Senior Generative AI Strategist, AWS Generative AI Innovation Center (GenAIIC)

10:25 AM – 10:40 AM
Innovation Showcase Break
10:45 AM – 11:15 AM
Panel Session
11:20 AM – 12:00 PM
Winning Main Street with Advice, Speed and a unified Branch-to-Digital Experience

Claudia Adamson, Head of Small Business Banking, Truist

Heather Kesner EVP- Head of Small Business Banking, U.S. Bank

Sandy Hanson, Managing Partner & Small Business Banking Director, Barlow Research

12:00 PM – 1:00 PM
Networking Lunch
1:00 PM – 1:45 PM
Breakout Session 1 – The Most Expensive 30 Minutes in Banking: Unprepared Sales Calls

Ron Buck, Founder, Performance Insights

Jason Triplett, Head of Commercial Banking, First Horizon Bank

1:50 PM – 2:25 PM
Scaling Beyond SBA: Live Oak’s Evolution into a Full-Service Bank

Aaron DiGregorio, Director of Business Development, Treasury Management, Live Oak Bank

2:30 PM – 2:55 PM
Innovation Showcase Break
3:00 PM – 3:30 PM
Middle Market Banking Panel
3:35 PM – 4:05 PM
Digital Business Banking Panel
4:10 PM – 4:30 PM
Keynote
4:30 PM
Conclusion of Conference

For more information, please contact us 763-253-1800 or email conference@barlowresearch.com or contact your primary Barlow Research contact.