16 Sep

SBS Connect Dallas

Join us in Dallas on September 16th for SBS Connect US, bringing together financial institutions across North America for a day of insights, discussions, and networking.

USA

Building for What’s Next in Wholesale Finance & Digital Audit
This edition will explore how lenders are strengthening performance and resilience in a rapidly changing market.
From rethinking wholesale finance operations and portfolio strategies to redefining risk management and audit processes, sessions will focus on how lenders are balancing speed, control, and growth in an increasingly complex environment.
Forme
Networking & Experience
As with every SBS Connect event, the day will conclude with an opportunity to connect, exchange ideas, and continue the conversation over an evening dinner reception with peers and industry leaders.

Event Program

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8:00 AM CST45min

Arrival, check-in and breakfast

8:45 AM CST20min

Welcome and opening remarks

Eric Bierry, CEO SBS & Deputy CEO 74Software

9:05 AM CST25min

Reading the Market Right: What Smart Lenders Are Doing Now

Crystal Angel, Head of Marketing North America, SBS
Megan Rohe, Key Account Manager North America, SBS

9:30 AM CST45min

Executive Panel: What Leaders Are Actually Thinking

Ron Spratt, Head of Sales US, SBS

10:15 AM CST45min

Networking Break

11:00 AM CST30min

AI in Asset Finance: What’s Real, What’s Noise, and What’s Next

Adam Shpiro, General Manager AI Platform, SBS

11:30 AM CST30min

Where Specialized Finance Operations Are Heading, and How to Get There

Sharon Kavanagh Banks, Head of Product Asset Finance, SBS

12:00 PM CST1h

Networking Lunch

1:00 PM CST30min

The Technology Decisions That Will Define the Next Five Years

Seth Walker, Director Financial Services Technology Transformation, Baringa

1:30 PM CST30min

Case Study: From Challenge to Outcome

2:00 PM CST30min

The Dealer Experience Starts Before the Contract

John Mizzi, Founder & CEO, Vero Technologies
Isaac Zafarani, Founder & CCO, Vero Technologies

2;30 PM CST45min

Networking Break

3:15 PM CST45min

Workshop: Audit Your Portfolio

Stephen MCLernon, Head of Digital Products Asset Finance, SBS
William Upchurch, Associate Product Manager, SBS

4:00 PM CST45min

The Road Ahead: Where Does Asset Finance Go From Here?

Michael Dunne, CEO, Dunne Insights

4:45 PM CST15min

Closing Remarks and Wrap-up

Raouf Mhenni, CCOO, SBS

5:00 PM CST3h30

Evening Reception: Food, Drinks & Entertainment

Video

Previous editions

After last year's success, we are pleased to bring Connects to five different locations in 2026.