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Travillian Next NEXT Forum
Invite-Only Event The Future of Banking is Now

NEXT Forum

Every year, the sharpest minds in banking converge at NEXT Forum to challenge assumptions and gain an edge on what's next. The invitation-only format creates candid conversations, real access, and connections you will not find anywhere else.

Visit the 2025 Forum Site   Request an Invitation   Interest in Sponsoring  

Not Your Typical Conference

NEXT Forum is intentionally intimate, giving attendees real access to the industry professionals they usually only hear on stage. Instead of sitting through passive panels, you'll get candid conversations, real-time advice, and genuine networking in a fun, high-energy setting.

  • Meet and connect with top banking executives in a small-room environment
  • Ask questions, compare notes, and get practical guidance you can use immediately
  • Enjoy a premium venue, creative session intros, and thematic touches that keep the day engaging
2025 Event Snapshot
200+
Banking professionals attend each year
15–20
Institutional investors in the room
2
Days of education, entertainment & networking
10+
Industry-leading speakers & practitioners on stage
View the Full Event Site  

Two Days. One Conversation That Changes Everything.

Welcome Reception

Kick off with a networking reception — food, drinks, and your first chance to connect with the room's most influential banking professionals in a relaxed setting.

Day of Education

Panel discussions on M&A, technology, compensation, talent acquisition, and growth strategies — led by the executives living these decisions right now.

Closing Cocktail Hour

Cap the forum with cocktails and appetizers — and the relationships you'll be building on for years to come.

Who You'll Be In the Room With

NEXT Forum brings together the executives who are actively shaping the future of community banking. Expect candid conversations with decision-makers who hire talent, allocate capital, drive strategy, and influence the market.

Attendance
  • 200+ banking professionals each year, including 15–20 institutional investors
  • Community bank CEOs, CFOs, board directors, and senior leadership
  • Fintech leaders, investment banks, law firms, and advisory groups
What You'll Walk Away With
  • Candid guidance from executives navigating growth, M&A, technology, and capital decisions
  • Direct access to investors and strategists for real-time perspective on market dynamics
  • Actionable takeaways and meaningful connections you can leverage long after the event ends
Past Notable Speakers
Brent Beardall
Brent Beardall
WaFd Bank
Watch Session
Ira Robbins
Ira Robbins
Valley National
Watch Session
Johnny Allison
Johnny Allison
Home BancShares
Watch Session
Curtis Myers
Curtis Myers
Fulton Financial
Watch Session
Chuck Shaffer
Chuck Shaffer
Seacoast Bank
Watch Session
Scott Hildenbrand
Scott Hildenbrand
Piper Sandler
Watch Session
Paul Egge
Paul Egge
Stellar Bancorp
Watch Session
Frank Sorrentino
Frank Sorrentino
Stephens
Watch Session

What People Are Saying

"

Thank YOU so much for such a great conference — honestly, the best banking conference I've attended in a really long time! Well done on all fronts!

Amanda Swoverland
Chief Compliance Officer · Unit
"

Thank you for having me! I truly enjoyed the conference. It was very well done. Hope to talk with you all soon.

Scott Hildenbrand
Head of Depository Fixed Income & Chief Balance Sheet Strategist · Piper Sandler
"

Enjoyed it — well executed event and great group of people. Look forward to hopefully attending in '26 and bringing a few CEOs as well.

Will Brackett
Managing Director · Performance Trust
"

The NEXT Forum was one of the best conferences I have been to in a while and I just wanted to thank you for letting Unit and myself be a part of it.

Vinny Rezavker
Director of Bank Partnerships · Unit
"

NEXT Forum was really well done! The Philadelphia humor was very clever and really needed to lighten up the room. The venue was absolutely amazing and the food was awesome.

Gary Svec
Managing Director, Depository Investment Banking · Performance Trust
"

I just wanted to take a moment to compliment you on last week's event. Great venue, great program — thanks for letting me crash. Hopefully, we can find a way to work together next year.

Jonathan Sundberg
Director · Chatham Financial
"

Thanks for including me — was impressed by the content, logistics and participants at the conference. Congratulations to you, Brian and team Travillian on such a success.

Joe Thomas
CEO · Freedom Bank of Virginia
"

Thank you again for the invite to NEXT — great conference and great people!

Stan Orszula
Partner · BFKN
"

The NEXT Forum was one of the best events we've been to in some time; a testament to the work you all did to make it such an incredible couple days.

Emmett Shipman
Fintech Strategy & Growth Senior Manager · Wolf & Co.
"

I truly thought this was one of the best planned and most engaging events I have been to this year.

Keith Suchodolski
Senior EVP & Chief Operating Officer · Kearny Bank
"

Overall a valuable experience. Kudos to the Travillian team for a well-organized event. Looking forward to next NEXT.

Stephen Lyons
Chief Financial Officer · Artisans' Bank
"

NEXT Forum did an excellent job of fostering meaningful dialogue between banks, fintechs, and industry partners. The mix of perspectives created genuine opportunities for collaboration and peer learning.

Bob Diegel
Chief Operations Officer · Thread Bank
"

I met a couple of new, interesting people, took tons of notes, and really enjoyed attending. Being in town for one of the worst nights in Philadelphia sports history was an added bonus!

Mike Perito
SVP / Head of Corporate Strategy · Provident Bank
"

It is a great conference, look forward to coming for the third year next year.

Frank Fiorilli
Managing Director · Derivative Path
"

The discussion with Ira Robbins and Brent Beardall was insightful and informative. It was a real down to earth discussion about community banks now and in the future.

Jeffrey Wolff
Chief Accounting Officer · Mid Penn Bank
"

Great event. Look forward to future ones.

Eric Newell
CFO · Eagle Bancorp
"

It was a content-rich event. A lot of banking events are glorified vacations or go on too long. Thoroughly enjoyed the NEXT Forum.

Josh Cundiff
EVP, CFO & COO · Southern Bank of Tennessee
"

The event delivered on-target, high-quality content condensed into a single day — a perfect balance of strategic discussion and practical insight.

Bob Diegel
Chief Operations Officer · Thread Bank
"

Best event I have been to this year.

William Nowik
Principal · Wolf & Company
Photo Gallery

Inside NEXT Forum

A look at the conversations, connections, and energy that make NEXT Forum unlike any other event in banking.

Thank You to Our Sponsors

NEXT Forum is made possible by a distinguished group of sponsors from across the financial services community.

Acumen Financial Advantage
Ambassador Financial Group
Athena Financial Group
BancAlliance
BitGo
Blanchard Consulting Group
DerivativePATH
Hovde Group
Lincoln Financial
MANTL
Morrison Foerster
Performance Trust Capital Partners
Piper Sandler
Stephens
Unit
WallachBeth
Wolf & Company
Sponsorship Opportunities

Interested in Sponsoring NEXT Forum?

Sponsoring NEXT Forum puts your brand in front of 200+ senior banking professionals in an intimate, high-trust environment. Get in touch to learn about available packages.

Inquire About Sponsorship  
Attend

Request an Invitation

NEXT Forum is invitation-only. If you're a banking executive, investor, or industry leader interested in attending, reach out and we'll be in touch.

Get in Touch   Visit the Official Forum Site  
Sponsor

Reach Banking's Inner Circle

Sponsorship packages are limited. If you want to put your brand in front of the most influential names in community banking, now is the time to connect.

Inquire About Sponsorship