BAI Operations Executive Roundtable

The BAI Operations Executive Roundtable is an invitation-only program exclusively for Chief Operations Officers and other senior operations executives in financial services. In a true peer environment, you’ll have the opportunity to get together with other operations leaders to exchange ideas, network and access practical and actionable insights around critical operations and technology issues impacting financial services.

The program is year-round and includes access to research and industry insights as well as virtual and in-person Executive Roundtables, co-chaired by senior operations executives from leading financial services organizations.

Organizations that have participated include:

Bank of America
Capital One
Citizens Bank
Commerce Bank
Fifth Third
First Interstate Bank
FNB
Fulton Bank
Huntington Bank

People’s United Bank
PNC
Regions Bank
T.D. Bank
U.S. Bank
Valley National Bank
Webster Bank
Wells Fargo
WinTrust

Benefits to Participation

  • Take part in an exclusive industry group of senior operations executives in retail financial services, characterized by intimacy, trust, transparency and true peer networking.
  • Engage in strategic discussions around best practices, relevant challenges and opportunities facing operations leaders today.
  • Access diverse peer insights and idea exchanges that build meaningful relationships and expand your network of experienced industry colleagues.
  • Drive agenda content – there is no hidden agenda, just a desire to help each other learn and serve as a sounding board for problem-solving.
  • Gather actionable insights from guest speakers from outside the industry to gain fresh perspectives and practical takeaways to empower smart decisions.
  • Showcase your knowledge and expertise by taking a leading role in facilitating in-person and/or virtual peer group discussions.

This is executive forum is exclusively for Chief Operations Officers and other senior operations executives from organizations with asset sizes of $10 billion and more. To encourage dialogue, this peer group is intentionally intimate.

If you are interested in participating or learning more about the BAI Operations Executive Roundtable, please contact Alison Estrada at [email protected].