Upgrading Your Critical Technology: From Assessment to Action

Tuesday, May 7, 2024 at 1 pm central (45 min)

In an era when banking is increasingly becoming digital-first, community financial institutions are under pressure not just to keep up, but to also lead. With consumer behaviors shifting at an unprecedented pace, selecting the right technology has never been more crucial.

Join us for a deep-dive session where we unravel the complexities of evaluating and selecting critical technology that aligns with your strategic growth initiatives to steer your financial institution toward a future-proof technology landscape.


  • Understanding Consumer Behavior Trends: Gain insights into current and emerging consumer behavior trends and learn strategies to ensure you remain competitive.
  • Prioritizing Strategic Growth Initiatives: Receive guidance on how to align technology selection with your growth priorities for maximum impact.
  • Assessing Vendor Capabilities: Learn how to critically evaluate potential technology vendors for capabilities that meet your needs.
  • Developing a Technology Roadmap: Create a forward-looking technology roadmap that supports long-term goals while remaining adaptable to the industry’s fast-changing landscape.
  • Ensuring Seamless Experiences: Discover the vital elements that contribute to delivering a frictionless experience to both your account holders and your staff.
  • Negotiating Contracts Effectively: Equip yourself with best practices and strategies for technology contract negotiations to secure favorable terms.


Kelly Flynn has decades of experience identifying cost-effective solutions that improve competitive positioning and grow the bottom line. With an in-depth knowledge of bank operations and a keen understanding of emerging technologies, she is committed to helping community banks and credit unions remain adaptable to achieve sustainable growth.


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