Let’s be honest: Most conferences are a gamble.
For every lightbulb conversation and breakthrough idea, there’s a mind-numbing PowerPoint parade waiting to happen. But here’s the thing — when you find the right events, they’re worth every minute away from your desk.
We’ve done the heavy lifting, vetting dozens of financial services conferences to find the ones that consistently deliver actual value. These 14 events have earned their spots through real results, engaged communities, and content that goes beyond the usual buzzword bingo.
Bookmark this page to keep up to date on upcoming conferences.
North American Leadership Events
LAUNCH Conference
Host: The Carolinas Credit Union League
Location: Embassy Suites by Hilton Charlotte Concord, Concord, NC
Date: February 7-8, 2025
Why: Hosted by The Carolinas Credit Union League at the Embassy Suites Charlotte Concord, this focused two-day event brings together banks and credit unions looking to tackle operational and strategic challenges. The compact schedule and regional focus mean more time for meaningful discussions with peers who understand your market.
ABA Conference for Community Bankers
Host: American Bankers Association (ABA)
Location: JW Marriott Phoenix Desert Ridge, Phoenix, AZ
Date: February 16-18, 2025
Why: Your blueprint for competing effectively against larger institutions. Features dedicated tracks on digital transformation and customer retention, plus collaborative focus groups for real-time feedback on your strategic initiatives. Leave with a practical playbook for growth.
CUNA Marketing & Business Development Council Conference
Host: Credit Union National Association (CUNA)
Location: 500 East 4th Street, Austin, TX
Date: March 23-26, 2025
Why: A catalyst for credit union growth, delivering concrete strategies that have helped institutions achieve 20%+ membership growth. Interactive workshops focus on digital acquisition and member engagement, with proven frameworks you can implement immediately.
The Financial Brand Forum
Host: The Financial Brand
Location: Aria Hotel Resort, Las Vegas, NV
Date: April 14-16, 2025
Why: Banking’s largest customer experience and marketing event, attracting 2,500+ innovators. The innovation showcases spotlights solutions with proven ROI, while focused workshops tackle practical challenges in digital transformation and brand differentiation.
Customer Contact Week
Host: Customer Management Practice
Location: Caesar’s Forum, Las Vegas
Date: June 9-12, 2025
Why: Essential for institutions modernizing their customer service operations. The AI implementation track provides a roadmap for automation, with past attendees reporting 20% average operational cost savings. Includes hands-on demos of emerging technologies.
Latin American Innovation Circuit
Open Finance Mexico
Host: Open Finance
Location: The St. Regis, CDMX.
Date: June 11 & 12, 2025
Why: The definitive event for understanding Mexico’s maturing open banking ecosystem. Exclusive regulatory roundtables with CNBV officials provide crucial market insights, while innovation showcases highlight emerging partnership opportunities.
America Digital México
Host: America Digital Mexico
Location: WTC Mexico City
Date: June 18-19, 2025
Why: This is Latin America’s premier AI and banking technology summit. Focus on practical implementation of AI in financial services, with case studies from leading institutions that have successfully automated key processes.
Asobancaria Convention
Host: Asobancaria
Location: Cartagena de Indias Center, Colombia
Date: June 2025
Who: This is Colombia’s flagship banking event, essential for understanding the region’s fastest-growing financial market. Network with key decision-makers and gain insights into regulatory changes affecting regional expansion.
E-Commerce Forum Brazil
Host: E-commerce Brazil
Location: São Paulo, Brazil
Date: July 29-31, 2025
Why: Network at the largest gathering of financial and e-commerce leaders in Latin America. Critical for understanding the intersection of payments, digital commerce, and financial services in the region.
SuperBots Brazil
Host: Mobile Time
Location: WTC Events Center, São Paulo, SP
Date: August 21-22, 2025
Why: South America’s leading event for conversational AI and automated customer service. Includes practical workshops on implementing chatbots and AI assistants, with case studies from successful deployments.
Fall Technology Focus
Fintech Colombia
Host: Latam Fintech Market
Location: Colombia
Date: September 2025
Why: The year’s most comprehensive look at Latin American fintech innovation, featuring emerging players and established leaders reshaping financial services.
Jack Henry Connect
Host: Jack Henry
Location: TBD
Date: October 2025
Why: The essential technology event for Jack Henry users, offering deep dives into platform optimization and upcoming features that drive operational efficiency.
CUNA TECH & OME Council Conference
Host: Credit Union National Association (CUNA)
Location: TBD
Date: October 2025
Why: Credit unions’ premier technology and operations event, delivering practical insights for modernizing member services and back-office operations.
Budget Breakdown
When planning your conference schedule, consider these typical price ranges (excluding travel and accommodation):
- Regional events (1-2 days): $800-1,500 per person
- Major U.S. conferences (2-3 days): $1,500-2,500 per person
- International events: $2,000-3,500 per person
Money-Saving Tips
- Early bird registration can save 15-30%
- Group discounts are often available for 3+ attendees
- Some hosts offer credit union and community bank rates
- Consider virtual attendance options when available
- Membership in host organizations often reduces registration fees