Cut through the vendor hype. Build the foundation that makes AI safe to use. Leave with an AI playbook your institution can actually execute.
Built for the room making the decision, not the room implementing it.
Join CEOs and C-suite leaders from community banks and credit unions across the Southeast for a half-day executive briefing.
This isn't a tools workshop. You won't touch a keyboard. You'll leave with a practical AI playbook, an honest scorecard of where your institution actually stands, and two governance resources your team can put to work Monday morning.
Community institutions sit closer to the data, closer to the customer and the member, and carry less bureaucratic drag than the big players competing for the same business. That's only an advantage if you move on it now.
And we know financial institutions aren't one audience. Banks, credit unions, farm credit and specialty lenders run on different core systems, different models, and different regulators. This briefing is built to speak to all of them.
Where institutions fail with AI, and what an examiner will ask you six months from now:
Data security and SOC audit exposure when AI is adopted without guardrails
Shadow AI use already happening inside your walls
Compliance gaps: fair lending, adverse action, model explainability
Deepfake fraud and the new attack surface AI creates
Regulatory expectations taking shape across OCC, FDIC, NCUA, CFPB, and FinCEN
How to adopt AI safely, and lead it from the top:
Aligning your executive team and board on a security-first AI strategy
Building the business case and sequencing initiatives by ROI and risk
Setting governance guardrails and human-in-the-loop design before you scale
Real workflows built for financial institutions, not generic AI examples:
Board packet review and reporting, assembled and summarized in minutes
Peer review and peer-lens analysis across documents and decisions
Internal SOP documentation generated and kept current automatically
An AI-powered internal portal your staff can actually query
A look at secure, air-gapped AI environments built for regulated institutions
Leave with:
The Meaningful AI Playbook: a practical, executive-friendly guide to implementing AI safely in a regulated institution
Two ready-to-use resources: an Acceptable Use Policy and a Governance framework
Your Institutional Readiness Scorecard: where you think you are vs. where you actually are
Post-session materials: summary deck, scorecard results, and executive talking points for your board
Welcome, Introductions & Workshop Goals
The State of AI for Financial Institutions
What's real, what's hype, and why FI leaders need to act now. Sourced and specific, with zero assumed AI knowledge.
Security & Compliance in a Regulated Environment
Where institutions fail with AI and how to adopt it safely: data security, audit readiness, regulatory exposure, and a look at secure, air-gapped AI environments.
Live Demonstrations: What's Already Possible
FI-relevant workflows, not generic AI examples: board reporting, peer review, internal SOP documentation, and an AI-powered intranet. Proof of concept, not training.
Working Lunch: The Institution AI Playbook
A practical guide to implementing AI in your institution, including resources you take with you: AI Implementation Playbook, Starter kit of an FI AI Usage Policy and a Governance framework.
Wrap-Up, Q&A & Next Steps
Direct answers to your most pressing questions on AI safety, ROI, and implementation. Leave with a clear first move.
With over 25 years in technology leadership, Matt brings a unique perspective to AI implementation. From his early days as a systems administrator at Vanderbilt University to serving as CEO of Meaningful AI, he's built and led teams developing mission-critical software for enterprise clients.Matt's client portfolio includes Toyota North America, Johns Hopkins University, Blue Cross Blue Shield, Warner Bros, Pepsi, Kimberly Clark, 3M, and many others.
He holds AI certifications from Johns Hopkins University's Whiting School of Engineering in AI Business Strategy and AI in Cloud Computing. As President & Co-Founder of Alloy Digital, his passion lies in understanding how humans interact with technology and implementing strategies that drive unprecedented digital growth.
Jason Rhoades is a UX & AI strategist and digital experience agency owner for over two decades. Jason has lead AI teams to increase sales and marketing opportunities and speed workflows for the world's largest and fasting growing financial companies.
Jason has directed over 400 digital projects for clients including Broadcom, Amazon, Shaw Flooring, and The CDC — blending design thinking, AI and Machine Learning and business strategy to deliver meaningful results.
Lee spent decades building and leading high-performing teams across retail banking, credit union operations, and financial technology. Most recently she served as Chief Experience Officer at HC3, and before that as Chief Operating Officer at Banc Statements, giving her an inside-out understanding of what it takes to adopt new technology in a heavily regulated, customer-first environment. Her approach is direct: she asks hard questions, respects the constraints you're operating in, and helps your team build real capability, not just a pilot.
Josh has a decade of experience leading enterprise AI and automation strategy, advisory, and delivery, including advising Microsoft directly on the content and delivery of their agentic AI workshop program. He has led AI and automation strategy engagements for Fortune 500 leadership teams, and as a Prosci Certified Change Practitioner he pairs hands-on technical delivery with the change management that turns AI pilots into real adoption.
Meaningful AI
Birmingham, AL
Date: August 11th, 2026
Time: 9:00 AM – 1:00 PM
Lunch: Provided by Meaningful AI
Complimentary
Provided free of charge as an investment in advancing AI literacy among financial services leaders.
Meaningful AI Headquarters:
Atlanta Financial Center
3343 Peachtree Rd NE
Ste 145-1331
Atlanta, GA 30326
United States
