FINBOA, Inc. and Carter Bank announced today that Matt Speare, Chief Operating Officer of Carter Bank, and Antonio Lombardi, Director of Client Implementations & Support at FINBOA, a provider of process automation solutions for financial institutions, will be featured speakers at the 2026 Mid-Atlantic Banking Technology & Innovation Summit on Friday, November 13, 2026.

Their session, titled “Piloting Operational Excellence: A Banker’s Guide to Identifying High-Impact Automation Opportunities,” is scheduled for Friday morning at the Lansdowne Resort in Leesburg, Virginia.

The announcement comes as financial institutions contend with rising operational demands, mounting compliance pressures and the need to scale efficiently — conditions that have made identifying the right automation opportunities a strategic priority. The case study anchoring the session illustrates the stakes: payment dispute processing is among the most deadline-sensitive workflows in consumer banking, with U.S. electronic fund transfer disputes governed by federal Regulation E rules that set strict timelines for investigation and provisional credit.

Drawing on payment dispute processing as a real-world case study, Speare will walk attendees through Carter Bank’s automation journey, sharing practical strategies for evaluating workflows, identifying automation candidates, building business cases and measuring return on investment.

Lombardi will complement the discussion with deep implementation expertise, offering insights drawn from client deployments on modernizing back-office operations, optimizing workflows and improving operational efficiency. The pairing of a bank operator with an implementation specialist reflects the two distinct challenges institutions face in automation programs: selecting the right processes to automate, and executing deployments without disrupting day-to-day service.

Key Learning Objectives

According to the announcement, summit attendees will gain practical insights into how to:

• Identify high-volume, repetitive and compliance-sensitive processes suited for workflow automation
• Improve compliance performance and operational consistency through automated workflows
• Measure automation success using key performance indicators such as efficiency gains, workload balancing, service-level performance and risk reduction

For banks weighing similar initiatives, the session’s emphasis on building a business case and defining measurable KPIs before deployment mirrors how automation programs are increasingly evaluated — not by the technology itself, but by documented gains in speed, consistency and risk reduction.

The announcement was published by GlobalFinTechSeries; additional details are available in the original announcement.