Commercial and Small Business Banking Forum

OCTOBER 20, 2026 | NEW YORK, NY

The Room Where Banking's Next Moves Are Made

Datos Insights brings you a premier gathering of commercial banking leaders who are actively shaping the industry’s future through technology.

Don’t take our word for it! Our participants say it best: “I find that the attendees from financial institutions, fintechs, and other industry players are the sweet spot in terms of the information I can glean from them in the sessions or through individual conversations.”

Insights that drive growth.

Banks continue to feel the pressure increase in 2026: clients demand modern capabilities like real-time payments, AI-driven insights, and seamless ERP connectivity while the legacy infrastructure that powers daily operations still needs attention and investment. Our annual gathering of commercial banking leaders in New York will equip attendees with strategies that address both challenges simultaneously.

The 2026 Commercial and Small Business Banking Forum explores how banks connect the pieces: turning payment data into client intelligence, bridging treasury and sales, embedding banking into corporate workflows, and building the operational foundations that make innovation actually stick. Join us and take home actionable strategies from a focused day of peer networking, candid roundtable discussions, and direct access to Datos Insights advisors and research.

Deploying AI and next-generation digital experiences where they deliver measurable ROI — while fixing the back-office fundamentals that determine whether they actually work
Modernizing payments infrastructure across real-time, cross-border, and account validation — and integrating it seamlessly into the ERP systems and treasury workflows clients already use
Turning transaction data and API connectivity into actionable client intelligence, embedded finance opportunities, and defensible competitive advantage
Building the partnerships, segmentation strategies, and internal alignment — across treasury, sales, and fintech — that convert innovation investments into lasting client relationships

What can you expect from the Commercial and Small Business Banking Forum?

Invaluable Networking

Connect with the industry’s leading tech decision-makers and experts to discuss critical issues and make better decisions.

Expert Insights

Gain exclusive access to Datos Insights’ advisors, proprietary research, and data you won’t find anywhere else.

Success Stories

Discover how others are navigating the evolving landscape and which strategies have proven effective.

Candid Discussions

Discuss honest, off-the-record perspectives with peers in intimate, topic-based forums.

Earn CPE Credits

Credits can be earned for Certified Treasury Professional (CTP) by attending qualifying sessions at this event.

Essential conversations.

Our agenda addresses three critical areas where banks cannot afford to take a “wait and see” approach:

Technology & Innovation

Accelerating technology integration and automation

Managing strategic technology roadmaps

Optimizing digital banking ROI

Prioritizing payment modernization initiatives

Streamlining vendor selection and implementation

Customer Experience

Creating integrated receivables products

Designing optimal small business customer experiences

Developing competitive pricing

Fine-tuning customer segmentation

Market Insights

Anticipating trends in commercial client demand

Pricing and positioning small-business services

Differentiating in a crowded marketplace

Driving deposit acquisition

Understanding fintechs’ competitive advantages

Who You'll Meet in New York

The Commercial and Small Business Banking Forum attracts a diverse group of industry leaders and innovators, including:

Commercial Banking Executives in large corporate, small business, and mid-market banking roles

Technology and Service Providers

Industry Experts and Advisors

I think the opportunity to be together as an industry at this moment in time with the focus on our industry is extremely important. There's a lot of space to focus on collaboration in the area where the industry benefits...which at the end of the day helps our clients in terms of their overall experience.

Tom Durkin

Managing Director, Global Head of CashPro, Global Payments Solutions, Bank of America

Plan your visit.

Jump into the future with Commercial and Small Business Banking Forum 2026.

Venue

The Commercial and Small Business Banking Forum will take place at Convene 237 Park

237 Park Avenue New York, NY 10017

Hotel

Transportation

LaGuardia Airport – 8.3 miles
JFK International Airport – 16 miles
Penn Station – 1.3 miles
Grand Central 42nd Street Station – 0.7 miles

An experience like no other.

What if just one event in 2026 could ensure your company makes the short list?