
KlariVis Executive Roundtables
Small-group, peer-led conversations for bank executives on the decisions shaping their organizations.
KlariVis Executive Roundtables bring together a small group of bank CEOs for candid, peer-only discussions on the issues that matter most to leadership. Each session is limited to 15-20 executives, so every attendee has time to contribute, compare approaches with peers, and leave with practical next steps for their own leadership team.
View the specific roundtables below and confirm your participation by saving your seat through the registration form.
If you have any questions, please reach out to TonyaWoolwine@KlariVis.com.
We hope you'll join us!
ABA Annual Convention 2026
15 seats available
Topic: AI Is Changing the Work. How Are You Changing the Organization?
Date: Sunday, October 25th
Time: 2:00pm - 4:30pm
Location: Meeting Room 252 at the Salt Palace Convention Center (onsite for ABA Annual Convention)
Before the Session: Once your seat is confirmed, we will send a brief pre-survey. Your responses help us open the session with a clear picture of how the room operates today, so the time together is spent on the questions that matter most.
The Banking
Masterclass, Maxfield on Banks
20 seats available
Topic: TBD
Date: Monday, November 2nd
Time: 3:00pm - 5:00pm
Location: The Petroleum Club (right before the welcome reception)
Before the Session: Once your seat is confirmed, we will send a brief pre-survey. Your responses help us open the session with a clear picture of how the room operates today, so the time together is spent on the questions that matter most.
Piper Sandler Balance Sheet Strategy Seminar
20 seats available - join the waitlist!
Topic: TBD
Date: Sunday, December 6
Time: TBD
Location: New York, NY
Bank Director's Acquire or Be Acquired Conference
20 seats available - join the waitlist!
Topic: TBD
Date: Saturday, February 6, 2027 & Sunday, February 7, 2027
Time: TBD
Location: Phoenix, AZ
Texas Bankers Association Annual Convention
20 seats available - join the waitlist!
Topic: TBD
Date: Tuesday, May 4, 2027
Time: TBD
Location: Austin, TX