Operations Summit
Today’s operations leaders are responsible for far more than keeping the bank running—they’re driving transformation, strengthening resilience, improving customer experience, and helping their institutions adapt to an increasingly complex and technology-driven environment.
The TBA Operations Summit brings together chief operations officers, senior operations leaders, and banking executives from across Texas to explore the trends, strategies, and innovations shaping the future of bank operations. Through expert-led sessions, peer discussions, and practical insights, attendees will gain actionable ideas to modernize operations, leverage emerging technologies, manage risk, improve efficiency, and position their institutions for long-term success.
Whether you’re navigating AI adoption, payments modernization, deposit strategy, regulatory change, or operational excellence, you’ll leave with new perspectives, practical solutions, and valuable connections to help lead your bank into the future.
When
Where
TBA Headquarters
203 W 10th Street
Austin, Texas 78701
Schedule
8:30 – 9:00 AM
Registration & Breakfast
9:00 AM – 12:30 PM
- When Everything Changes at Once: Three Principles for Leading Through it with Joe Sullivan, Market Insights
- 15 minute break
- Winning Core Deposits in an Ever-Changing Environment with Joe McWilliams, Haberfeld
As community banks navigate persistent inflation, elevated interest rates, and increasingly aggressive competition for funds, it has become more challenging to grow and retain core deposits. This session explores how macroeconomic forces, shifting customer expectations, and emerging alternatives—including stablecoins and tokenized deposits—are reshaping the deposit landscape. - 15 minute break
- Fraud in 2026: What Every Bank COO Needs to Know (VIRTUAL SESSION) with Patrick Smith
12:30 – 1:30 PM
Lunch
1:30 – 5:00 PM
- Inside the COO Playbook: What’s Actually Working in Bank Operations (COO panel)
- 15 minute break
- AI in Action: Practical Applications for Bank Operations with Alec Crawford, AI Risk
5:00 – 6:00 PM
Networking Reception
8:30 – 9:00 AM
Breakfast
9:00 AM – 12:00 PM
- What Examiners See When Operations Fail: The weaknesses that become findings and how to correct them the first time with Jonathan Hughes
Examiners look past the symptom of an operational weakness to its root: management’s failure to identify, measure, monitor, or control the underlying risk. Because findings are written to that root cause, they often read as vague and nonspecific. Management then addresses what it thinks the examiner meant, only to learn it treated the symptom. A good-faith patch is read as a quick fix to a systemic problem, which prolongs remediation and produces fatigue. This session walks operational leaders through that diagnostic so they can interpret what examiners are actually criticizing and correct it the first time.
- 15 minute break
- Regulatory Panel
Cancellation/substitution requests must be made in writing. Email requests to education@texasbankers.com. Full registration fees will be refunded if written notice is received no later than October 14, 2026. Substitutions are permitted without penalty.
Nearby Hotels:
2026 Historic Driskill Hotel
Available to all staff, clients, contractors and retires. No Identification required
When booking online, Select Corporate or Group Code in the booking tool and enter 39833
The link below automatically inputs the company code into the booking tool so you can simply choose the “book” button when on the Hotel webpage.
Book Online Here
2026 Hyatt Centric
Available to all staff, clients, contractors and retires. No Identification required
When booking online, Select Corporate or Group Code in the booking tool and enter 39833
The link below automatically inputs the company code into the booking tool so you can simply choose the “book” button when on the Hotel webpage.
Book online here
The Stephen F. Austin Royal Sonesta
📌 Rate Code: BTR
📌 Booking Link: Booking Link – BTR
Omni Austin Hotel Downtown
📌 Rate Code: 45381685991
📌 Booking Link: Click HERE
