BAI Executive Roundtables

Meet, connect, and learn from influential peer leaders in the industry.

BAI Executive Roundtables are powerful peer group forums that provide access to knowledge and expertise to help you address the critical challenges facing the industry today. You’ll connect with industry leaders and peers in intimate in-person and virtual sessions, gain exposure to insights, trends, and fresh perspectives from inside and outside of the industry through candid dialogue and interactions

FOR CHIEF FINANCIAL OFFICERS

BAI CFO Roundtable

Built by CFOs for CFOs, participants in this BAI roundtable determine their own agenda and create a strong network of peers for problem solving and brain storming.

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FOR CHIEF HUMAN RESOURCES OFFICERS

BAI CHRO Executive Roundtable

The BAI CHRO Executive Roundtable is a storied executive forum enabling CHROs of leading banks to exchange strategies and approaches for managing human capital in alignment with strategic business initiatives in a safe, intimate environment.

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FOR DIVERSITY, EQUITY & INCLUSION (DEI) EXECUTIVES

BAI Diversity, Equity & Inclusion (DEI) Executive Roundtable

Created for Chief Diversity Officers and senior DEI executives, this unique forum provides opportunities to share ideas and best practices to drive positive action and results in the industry.

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FOR CHIEF MARKETING OFFICERS AND SENIOR EXECUTIVES

BAI Marketing Executive Roundtable

An exclusive and intimate network of senior marketing financial services leaders that addresses critical challenges, opportunities, and industry trends impacting retail financial services today.

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FOR TRAINING EXECUTIVES

BAI Learning & Development Executive Roundtable

A peer group of learning and development leaders that come together to find ways to innovate and tailor training and development to fit unique development needs across multi-generational teams, and the organization at large.

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BAI Channel Strategy Executive Roundtable

Designed for senior distribution executives who are focused on creating and delivering a more innovative and effective channel strategy, as well as a seamless customer experience.

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BAI Compliance Executive Roundtable


An interactive forum for senior compliance executives to enable idea exchange and networking around critical compliance and risk issues.
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BAI Contact Centers Executive Roundtable

A highly engaged and active forum for senior contact center executives who are striving to keep pace with 21st century technology and deliver excellent customer service.
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BAI HR Risk Roundtable


This unique peer group empowers a range of senior human resources leaders who are interested in both managing and minimizing risks related to conduct, culture and people.
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BAI Operations Executive Roundtable

For senior leaders responsible for enterprise-wide retail operations.
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BAI Strategic Communications Executive Roundtable


This peer group is designed for and by senior leaders responsible for enterprise-wide executive, internal and external communications.
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Interested in participating?

If you have any questions or would like to learn more about BAI Executive Roundtable sessions, please contact BAI Customer Support Services at [email protected] or 800-224-9889 or 312-683-2464, Monday – Friday, 8:30 a.m. – 5:00 p.m. CT.

Please note that individual events may have specific asset size and management level criteria for attendance to ensure consistent, high-quality discussion and peer networking.