Cut through the vendor hype. Build the foundation that makes AI safe to use. Leave with a roadmap your institution can actually execute.
No technical background required. Just the willingness to lead.
Join your peers from community banks and credit unions across the Southeast and the team from Meaningful AI for a full-day, hands-on AI workshop built specifically for financial institutions.
You won't just learn what AI can do — you'll leave with a governance-first roadmap, a personal prompt library safe to use inside your institution, and a prioritized action plan your team can execute.
Community banks and credit unions are uniquely positioned to move fast on AI — closer to the data, closer to the member, less organizational drag. The institutions that build the right foundation now will define the competitive landscape for the next decade.
Explore high-impact use cases designed specifically for financial institutions:
Lending & underwriting automation: document intake, risk scoring, adverse action
Member and customer experience: hyper-personalization, proactive outreach, IVR deflection
Financial reporting & treasury: close automation, forecasting, board packet generation
Security & fraud prevention: behavioral anomaly detection, deepfake fraud, phishing simulation
Compliance & governance: policy drift detection, SAR drafting, fair lending monitoring
Operations & internal tooling: knowledge base automation, document Q&A, staff enablement
Learn how to position your role as the strategic driver of AI adoption:
Aligning your executive team and board on a security-first AI strategy
Building the business case and sequencing initiatives by ROI and risk
Managing change, workforce readiness, and adoption resistance
Establishing governance guardrails and human-in-the-loop design before scaling
Navigating the regulatory landscape: OCC, FDIC, NCUA, CFPB, and FinCEN guidance
Assess where your organization stands and build a phased plan to close the gaps:
The Crawl · Walk · Run framework — three gears of AI maturity for FIs
Crawl: Quick wins that take hours of monotonous work off people's plates
Walk: Custom agents and team workflows
Run: Bespoke software, custom agents, transformative use cases, security architecture
Identify your first 90-day quick wins and your 12-month strategic initiatives
Sequence initiatives so early wins fund and validate the next layer
Leave with:
A prioritized AI opportunity map for your FI function — quick wins vs. strategic initiatives
Your AI Archetype Assessment results — where you think you are vs. where you actually are
→ A leadership alignment framework and executive talking points for your C-suite
→ Post-session materials: summary deck, select templates, and the Meaningful AI in FI white paper
Welcome, Introductions & Workshop Goals
The State of AI in Financial Services: What's Real, What's Hype, What's Next
A fast, grounded deep-dive into where AI is actually delivering value in banking and credit unions — and where institutions are getting it wrong. No jargon, just clarity.
Hands-On AI Immersion #1:
Use AI tools in real time on real FI scenarios. Build prompts, explore use cases, and see Gear 1 quick wins in action.
Lunch & Peer Exchange
Hands-On Immersion #2: Mini Strategy Lab:
Map your organization's highest-value AI use cases. Pressure-test feasibility. See what Gear 2 and Gear 3 look like in practice.
Building Your AI LIghthouse: Roadmapping & Strategic Alignment:
Prioritize use cases by impact, feasibility, and timing. Build the business case. Leave with a living roadmap - not a static deck.
The Governance Advantage: Why Security-First Wins:
Most AI initiatives fail not because the technology doesn't work, but because institutions skip the foundational work that makes it safe to use. We close with the framework that changes that.
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 300 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.
30+ years in financial services with deep expertise in [specific areas — Lee to confirm]. Lee brings practitioner credibility to the workshop — she understands the regulatory, operational, and cultural realities of community institutions firsthand.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.
No technical background required — just curiosity and a desire to learn and apply.
Senior technology leaders responsible for evaluating, architecting, and governing AI adoption at their institution. You own the infrastructure decisions AI depends on.
Leaders responsible for process efficiency, staff productivity, and operational cost. The AI ROI story lives in your function — and so do most of the quick wins.
Leaders responsible for member and customer growth, personalization, and retention. AI's most immediate impact on revenue lives in your domain.
Leaders responsible for member and customer growth, personalization, and retention. AI's most immediate impact on revenue lives in your domain.
The institutions that get AI right will be set by leadership decisions made in the next 18 months. This workshop is where that work starts.
Meaningful AI
Birmingham, AL
Date: June 30th, 2026
Time: 9:00 AM – 4:00 PM
Lunch: Provided by Meaningful AI
Please bring a laptop or tablet that can access AI tools to participate in the hands-on sessions. All necessary accounts and tools will be set up for you during the workshop.
If your device has restrictions that prevent access to AI tools, please let us know in advance — we’ll work to provide you with a suitable device so you can fully participate.
Complimentary
provided free of charge as an investment in advancing AI literacy among financial services leaders.
Meaningful
Atlanta Financial Center
3343 Peachtree Rd NE
Ste 145-1331
Atlanta, GA 30326
United States
