Bank Director Mutual Board Summit

Designed specifically for mutual bank directors, chairmen and CEOs, the Mutual Board Summit, hosted by Bank Director and Mutuals Matter, provides mutual bank leaders with the latest and most critical education and training needed to address the unique issues and challenges facing mutual institutions in today’s ever-competitive, highly regulated and rapidly evolving financial services landscape.

This Summit addresses the specific needs of mutual institutions — from member ownership structures and capital formation strategies to maintaining your community-focused mission while driving sustainable growth and profitability.

The Mutual Board Summit features our industry expert in this session:

General Session: “The Collaborative Advantage: Unlocking Shared Success"
When: Tuesday, November 10 • 10:30 AM–11:05 AM
Featuring: Tim Keith, Chief Executive Officer at OptimaFI

Join OptimaFI at Bank Director's Mutua Board Summit on November 8–10, 2026 at Fairmont Copley Plaza in Boston, MA.