David Porras

SVP, Business Transformation, Fintech, Go-to-Market and AI Strategist Fifth Third Bank

David is a Financial Services, Technology and Artificial Intelligence Executive, and a Strategist. With 20+ years of experience in the Financial Services industry including Commercial Banking, Treasury Management, Product and Digital Strategy, Corporate Strategy, Fintech, Innovation and multiple forms of Artificial Intelligence (AI). He's held strategic leadership, and advisory positions for several large Commercial Banks including: JPM Chase, Bank of America, Citi, Goldman Sachs, Iberia, Regions, Fifth Third and Wells Fargo Bank. David's experience in Artificial Intelligence (AI) specific to the Financial Services industry include creating, designing, and implementing effective and proven strategies to help Regional Banks, Community Banks and Credit Unions - increase and improve - top-line revenue, sales performance, operational performance, process efficiencies, automation, customer experience (CX) and the relation management process and function, and in the process create a competitive advantage versus the bank's direct competition. All of this is done with the utilization and implementation of an effective Artificial Intelligence Strategy. The Core-Strategies utilized by David include: AI Strategy, AI Business Models, AI Frameworks and AI Operating Models. David's vast experience in technology and (AI) allow him to simplify the utilization of AI Strategies and AI Powered technologies, and the creation of an (AI) Roadmap and strategy. David's mission today is to utilized 25+ years in combined experience in technology and the financial services industry to help, guide, offer strategic advice, and to share best practices and techniques so that regional banks, community banks and credit unions can become more innovative, and competitive in the markets, clients, business owners and members they serve. Feel free to contact me for any questions or advice.

Day 1: Growth By Design: Building Smarter For A Rapidly Changing Market

9:10 AM Panel: The Power of a Handshake: Putting Humanity in Your Banking Strategy

Customers appreciate seamless transactions, but they stay loyal to institutions that make them feel valued. This panel will explore how banks can strike the right balance between technology-driven efficiency and genuine human connection—whether in person at the branch or through digital channels. Industry leaders will discuss strategies for fostering trust, and ensuring that every touchpoint, from chatbots to branch visits, reinforces a culture of care. Join us to discover how financial institutions can build lasting relationships that set them apart in an increasingly impersonal banking landscape. Here are four key challenges panelists will address:

Streamline services while preserving the personal touch that builds trust and loyalty
Establish processes that prioritize member wellbeing during key moments, transactions, and times of difficulty
Implement strategies to make online and mobile interactions feel personalized, responsive, and relationship-driven
Ensure customers feel valued, even as the industry shifts toward more self-service options

Day 2: From Transactions To Relationships: Elevating CX In A Trust-Driven Era

3:20 PM Track A: Panel: Building an AI Roadmap: Insights for Banks and Credit Unions

AI is reshaping the financial services landscape, offering transformative opportunities for banks and credit unions– if there is the will, momentum, and cross-organization collaboration to put together the roadmap. In this fireside chat, Brandon McGee, Chief Digital Strategy Officer from A+ Federal Credit Union, will offer real-world insights on navigating the complexities of AI adoption. Attendees will learn about potential use cases for AI as well as considerations and strategic planning that can be used to align the organizational approach incorporating AI into your workflows, tools, and teams. The discussion will highlight examples of successful implementations, providing actionable frameworks for integrating AI into operations, digital platforms, and decision-making processes. Get insights into:

Identifying use cases where AI can be helpful to financial institutions
Developing an AI implementation strategy tailored to your institution's needs
Considering ethical implications in AI deployment, including data privacy, bias reduction, and more
Defining metrics to measure success in an experimental environment

Check out the incredible speaker line-up to see who will be joining David.

Download The Latest Agenda