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Upcoming events

Connect with peers and deepen your strategy — live and on site.

Bank C-Suite SummitBank C-Suite SummitBank C-Suite SummitBank C-Suite SummitBank C-Suite SummitBank C-Suite SummitBank C-Suite Summit
Mon, April 27-28, 2026
Bank Director Bank C-Suite Summit

Tailored exclusively for bank executives, specifically CEOs, CFOs, CROs, COOs, CMOs, CHROs, CAOs, CTOs, CIOs and heads of retail and strategy— the C-Suite Summit offers a unique opportunity for executives to collaborate in private, off-the-record peer exchanges and attend expert-led sessions. Engage with industry experts and like-minded leaders to uncover innovative solutions, tackle pressing challenges and share insights on shaping the future of banking.

NEFMA Spring ConferenceNEFMA Spring ConferenceNEFMA Spring ConferenceNEFMA Spring ConferenceNEFMA Spring ConferenceNEFMA Spring ConferenceNEFMA Spring Conference
Thurs, May 14-15, 2026
2026 NEFMA Spring Conference

The New England Financial Marketing Association provides opportunities for the professional development of members through educational meetings and networking. Join OptimFI at NEFMA's Spring Conference.

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Sun, May 17-20, 2026
America's Credit Unions Finance Council Conference

Get ready for impactful content and a fresh lineup of industry experts at America’s Credit Unions’ top conference for credit union CFOs and finance professionals. This financial conference delivers learning that strengthens strategic decision-making, supports your financial leadership role, and enhances your credit union’s overall performance.