2021 Fall Summit

September 19 - 21, 2021
Fairmont Mission Inn & Spa

Sonoma, California

2022 Spring Summit

March 13 - March 15 
Estancia La Jolla Hotel & Spa

La Jolla, CA

Pie Chart And Verbiage

Events Overview

AFT plans its semiannual Summits according to a time-proven formula for success.

The Summits are held in the Spring and Fall, almost exactly six months apart, in order to keep members informed of the very latest technology trends and techniques, key regulatory issues and other time sensitive topics.

The Summits are two days in duration, again following a proven pattern, which allows attendees to arrive on Sunday evening and depart on Tuesday afternoon/evening or Wednesday morning.Our Summits are cost-effective and packed with information, interaction and networking.

The programs are a blend of industry experts addressing topics of vital current interest, lively interactive sessions in which participants set the agenda, panel discussions featuring bankers, regulators and consultants, tracks focusing on sales/marketing, operations/customer service and human resources topics. Frequently, members present some of our best sessions.

We plan a just-right social agenda including receptions and a popular, special evening event taking advantage of area attractions and providing the perfect setting for more networking opportunities. We also offer a special Spouse/Guest Program that is popular with many members.

Finally, we meet in a variety of nice destinations throughout the USA and occasionally in Canada, which adds to the attraction of the Summit and affords opportunities for recreation and local sightseeing before and after the conferences.


Why Two Summits Annually?

AFT leadership realized early on that meeting once a year was not frequent enough to keep members abreast of rapidly evolving technology and ever-changing regulatory requirements. Their bank, thrift and credit union customers demand the latest and best products to stay ahead of the competition and they need to comply with state and Federal regulations in the process. It is up to our member companies and their vendor partners to satisfy these needs.

AFT meets in March and September, to present programs of vital, current interest to its members. Both Summits are 2 days in duration, and are rotated throughout the country with an occasional Summit in Canada.

The Spring Summit features general sessions as well as concurrent tracks designed specifically for sales/marketing, operations/customer service and human resources managers.The Fall Summit held in September, consists primarily of top financial industry speakers addressing the latest trends and techniques. This Summit also serves as the organization's annual business meeting and election. Many member company CEO's choose to attend this Summit and participate in a unique CEO Forum.

Both Summits include lively interactive sessions where the topics are selected by the attendees and discussed in depth. Most Summit attendees rate these sessions as the most valuable and productive of the entire Summit , and consider the information exchanged as worth many times the cost of attending. It is also these sessions that spawned the AFT-coined word "coop-etition" combining cooperation and competition.

Both Summits include receptions, luncheons, special evening events and spouse/guest programs, which take advantage of area attractions.

Looking for information, networking and peer interaction? Check us out!