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Are You Headed for Success or Disappointment? A Transformation Gut Check.

Before Finalizing Your 2026 Plans - Pause, Assess, Realign.

An executive session for bank and credit union leaders to check the pulse of your digital transformation initiatives.

New Business Plan Setting Goals for the New Year 2026, businessman using laptop and tablet to strategize and develop the organization to grow to success in 2026, finding business opportunities.

DATE

Thursday 16th

October, 2025

TIME

–11

Eastern Time

FORMAT

Live Virtual Session

 

The Gut Check Every Leader Needs

Not all transformation setbacks are loud. Some quietly chip away at progress, until it’s too late to course correct. 

This session will help you step back, zoom out, and examine whether your strategy is truly moving the needle or just creating motion. 

What You'll Take Back to the Boardroom

TRANSFORMATION HEALTH CHECK

A practical lens to assess alignment, velocity, and value. 

PITFALLS THAT DERAIL PROGRESS

Avoid common missteps that stall even well-funded initiatives. 

TEAM & STRATEGY REALIGNMENT FRAMEWORK

Get leadership, IT, and operations back on the same page. 

Who Should
Attend

This session is designed for leaders accountable for making transformation real. 

Perfect for:

  • Transformation, Digital, and Innovation Leaders 
  • COOs, CIOs, CFOs
  • Strategy & Planning Executives


Know where you stand—transform with clarity, speed, and purpose.
— Alec Dicks

Secure Your Spot!

Speakers

Isabel Rios

Subject Matter Expert,
Solutions Metrix

Alec Dicks

Founding Partner,
Alacrity Partners

ABOUT THE SERIES

This is Part 3 of our 2025 Leadership Insight Series - a three-part experience built to support decision-makers during and after pre-budget season.

1

Live Strategy Sessions

2

Real-World Use Cases

3

️Exclusive Roundtable Access
(Coming Soon)

Your 2026 Gut Check Starts In:

Days
Hours
Minutes
Seconds

Join the leaders planning smarter.

Don’t Just Plan. Power Your Strategy.