Financial Infrastructure and Innovation Summit

Where banking leaders address today’s infrastructure priorities and prepare for the future of financial services

About the Summit

FTI Consulting’s Financial Infrastructure and Innovation Summit is a senior, invite-only forum for banking and financial services leaders focused on current infrastructure priorities, future readiness, and the capabilities institutions need to build as financial infrastructure becomes more real-time, digital, and interconnected.

The Summit will bring together executives across Treasury, Payments, AML/Financial Crime, Finance, Risk, Operations, and Business Transformation for practical, peer-driven discussions on modernization priorities, readiness gaps, operating model implications, governance, controls, and execution priorities.

Discussion Themes

Current Financial Infrastructure

Where banks are today, the constraints they are working through, and the transformation priorities shaping near-term investment across Treasury, Payments, AML/Financial Crime, Finance, and operating models.

Future Readiness and the Digital Treasury Ecosystem

How financial infrastructure is evolving and what banks should consider as real-time settlement, digital money, tokenized deposits, stablecoins, tokenized assets, and 24x7x365 value movement become more relevant.

Cross-Functional Execution

How Treasury, Payments, Operations, AML/Financial Crime, Finance, Risk, and Transformation teams will need to work together to support future infrastructure safely and at scale.

Breakout Roundtables

Participants will join focused roundtable discussions designed to surface peer perspectives, current challenges, readiness gaps, and capability-building priorities. Discussion areas may include:

Treasury, Payments, and Balance Sheet Readiness

A discussion on treasury modernization, liquidity visibility, ALM, FTP, intraday liquidity, collateral, stress testing, reporting, payments connectivity, real-time settlement, tokenized deposits, stablecoins, and balance sheet readiness.

Finance, Strategy, and Business Transformation

A discussion on how finance, strategy, and transformation leaders can translate financial infrastructure change into practical execution priorities, including governance, reporting, data needs, operating model readiness, investment decisions, and the steps required to move from strategy to execution.

Risk, Controls, AML, Fraud, Cyber, and Financial Crime Readiness

A discussion on how risk, AML, fraud, sanctions, cyber, and control frameworks need to evolve as financial activity becomes more real-time, digital, and interconnected. Topics may include monitoring, escalation, governance, operational resilience, incident response, and control design for faster settlement and digital money environments.

Agenda

8:15 AM - 8:45 AM | Registration, Breakfast, and Networking

Senior banking and financial services leaders gather for breakfast and informal networking before the Summit begins.

8:45 AM - 8:55 AM | Opening Remarks: Why Financial Infrastructure Is Entering a New Era

Opening remarks will frame why banks are reassessing financial infrastructure and what this means for Treasury, Payments, AML, Finance, and enterprise readiness.

8:55 AM - 9:40 AM | Panel Session: The State of Bank Infrastructure Today

This executive panel will explore the current state of bank financial infrastructure, including modernization priorities, infrastructure constraints, reporting challenges, liquidity visibility, settlement processes, controls, and cross-functional execution.

9:45 AM - 10:30 AM | Panel Session: Future Readiness and the Digital Treasury Ecosystem

This session will examine where financial infrastructure is heading as banks prepare for a more connected Digital Treasury ecosystem. The discussion will focus on readiness for faster settlement, digital money, tokenized assets, governance, controls, and the operating model implications of moving from traditional infrastructure to more real-time and digital capabilities.

10:30 AM - 10:50 AM | Networking Break and Breakout Transition

Attendees will transition into focused breakout discussions across Treasury/Payments, AML/Financial Crime, and CFO Strategy/Transformation.

10:50 AM - 11:50 AM | Breakout Roundtables

Participants will join focused roundtables designed to explore current infrastructure challenges, future readiness, and practical execution priorities within their functional areas.

11:50 AM - 12:30 PM | Lunch and Curated Networking

Participants will continue discussions over lunch while the Summit transitions back into a full-group executive discussion.

12:30 PM - 1:10 PM | Panel Session: The Readiness Roadmap for Next-Generation Financial Infrastructure

This closing executive discussion will synthesize key themes from the breakout sessions and outline the practical capabilities banks need to build before future financial infrastructure can scale safely and effectively.

1:10 PM - 1:20 PM | Closing Remarks: From Innovation Agenda to Execution Agenda

Closing remarks will summarize the day’s key takeaways and frame how institutions can translate financial infrastructure innovation into near-term execution priorities.

1:20 PM - 2:15 PM | Executive Networking

Attendees are invited to continue conversations with peers, panelists, and FTI leaders following the formal program.

Days Until...