Ahead of the Curve: Banking, AI & Tech Shaping 2026

A live virtual summit featuring the founders, operators, and designers shaping the future of financial services — before the rest of the industry catches up.

Friday, Dec 31 at 10:00 AM

Practical insights from real operators building in fintech and web3. Built for bankers, fintech leaders, founders, and innovators.

Free to attend • Live Q&A • Virtual event

What’s Changing in Finance & Why it Matters Now

  • Finance isn’t evolving. It’s being rebuilt.

  • AI is moving from assistant to decision engine.

  • Embedded finance is dissolving traditional boundaries.

  • Digital assets are reshaping ownership and transfer of wealth.

  • Regulatory pressure is tightening while customer expectations are rising.

  • Speed is increasing. Trust is fragile. Infrastructure is being rewritten.

We’ve assembled operators who are actively redesigning financial infrastructure, rethinking product architecture, and rebuilding trust in a digital-first world.

This conversation is about the structural shift happening underneath banking and fintech and how to position yourself on the right side of it.

Featured Speakers (Tentative)

Speakers & Sessions

Daleele Alison

CEO, RooksDM

Daleele Alison is a technology leader, entrepreneur, and Microsoft Partner dedicated to helping businesses operate more efficiently. As CEO and cofounder of RooksDM, he helps Professional Services firms scale by automating tasks, streamlining workflows, and implementing the right technology so they can focus on what matters most.

Jorge A Garcia

CEO & Founder, Linker Finance

Jorge Garcia is the Founder and CEO of Linker Finance, on a mission to help community banks grow customers, loans, and deposits online. A former Honduran National Swimmer, MIT Technology Review Innovator Under 35, and Aspen Institute CALI Fellow, he brings 20+ years of experience building customer-centric technology platforms used by millions worldwide.

Ishan Shukla and Deepak Saini

Ishan - CSO, Blockwill / Deepak Saini - CEO, Blockwill

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Mark Cardoza

Founder, ThinkSmartz

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Carlo Adrianzen

Strategic Product & Web Experience Designer

Carlo Adrianzen is a Strategic Product & Web Experience Designer who helps businesses turn complexity into clarity through messaging, structure, and design. He works at the intersection of UX/UI, communication, and product thinking to create experiences that are easier to understand, trust, and act on.

*Speaker order and session titles subject to change

Hosted By

Troy Sandidge

Hosted events for NBA and NFL.

Hosted INBOUND 3x

Introduced for Pres Obama, Andrew Huberman, Daymond John, etc

Production Lead For TEDx San Antonio

What You'll Learn & Who It's For

Who This Virtual Summit Is For

This summit is built for decision-makers and builders inside modern financial services, including:

  • Bank executives, innovation leads, and digital transformation teams

  • Fintech founders and startup operators

  • Product managers, UX leaders, and engineering teams

  • Growth, marketing, and PR leaders in regulated industries

  • Compliance-aware brand and communications professionals

  • Investors and ecosystem builders shaping financial infrastructure

The Key Insights You'll Know After This

Not just the trends. But understand how to leverage in the marketplace. By attending this summit, you'll gain:

  • A clear view of how AI is transforming operations, risk, underwriting, personalization, and executive decision-making

  • Insight into what modern financial products must deliver to earn trust in an era of automation and skepticism

  • Real examples of where fintech infrastructure is cracking and how founders are rebuilding it smarter

  • Perspective on digital assets, inheritance, and the next evolution of wealth transfer

  • A framework for how PR, ecosystem positioning, and community now drive credibility in finance

  • Practical guidance on why messaging clarity and UX precision are competitive advantages, not cosmetic upgrades

  • A deeper understanding of how integrations, APIs, and platforms are compressing time-to-market for fintech teams

  • A heatcheck on what’s actually working across banking, fintech, AI, and Web3

This isn’t about consuming information.

It’s about recalibrating how you think about financial services before the next wave hits. If you’re responsible for building, marketing, scaling, or modernizing financial products, this room is for you.

Event Details

Date

TBD Dec 00, 2026

Time

TBD 00 : 00 AM

Location

Virtual (Live Stream)

Reserve your spot to stay ahead of the industry.