Banking Automation and Operational Transformation Presentation to be Featured at 2026 Mid-Atlantic Banking Technology & Innovation Summit

FINBOA to Host Interactive Discussion with Matt Speare, COO of Carter Bank  

HOUSTON, Nov. 9, 2026 /PRNewswire/ -- FINBOA, Inc. and Carter Bank today announced that Matt Speare, Chief Operating Officer of Carter Bank, and Antonio Lombardi, Director of Client Implementations & Support at FINBOA, 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," will take place on Friday morning at the Lansdowne Resort venue in Leesburg, Virginia.

As financial institutions face increasing operational demands, compliance pressures and the need to scale efficiently, identifying the right opportunities for automation has become a strategic priority.  Drawing on payment dispute processing as a real-world case study, Speare will share Carter Bank's automation journey and practical strategies for evaluating workflows, identifying automation opportunities, building business cases, and measuring return on investment.

Lombardi will complement the discussion with deep implementation expertise, sharing insights on modernizing back-office operations, optimizing workflows and improving operational efficiency.

Key Learning Objectives for Summit Attendees Include

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 KPIs such as efficiency gains, workload balancing, service-level performance and risk reduction.

About the Speakers

Matt Speare serves as Chief Operating Officer of Carter Bank, overseeing operational strategy and technology initiatives focused on efficiency, scalability and customer service. He has led organizational transformation efforts to modernize banking operations through process improvement and technology adoption. Outside of banking, Speare is a licensed pilot who volunteers to deliver relief supplies to communities impacted by natural disasters.

Antonio Lombardi serves as Director of Client Implementations & Support at FINBOA, leading customer implementation, success and operational support initiatives. He works with financial institutions to simplify back-office operations, streamline workflows and optimize financial technology solutions.

About the Summit

The 2026 Mid-Atlantic Banking Technology & Innovation Summit, taking place November 12–13 at the Lansdowne Resort in Leesburg, Virginia, brings together bank CEOs, C-suite executives and IT leaders to explore evolving risks, emerging strategies and the intersection of business priorities and technology execution.

About FINBOA

FINBOA provides intelligent process automation software to banks, credit unions and service providers to simplify compliance processing by eliminating manual systems. Solutions include FINBOA Payment Disputes, FINBOA BI-Disputes, FINBOA Exception Management, and FINBOA Treasury Onboarding. FINBOA delivers transformative software proven to enable institutional growth by reducing operational costs and risk. Headquartered in Houston, FINBOA is trusted to help over 500 financial institutions nationwide achieve targeted business outcomes and peace of mind. Learn more at www.finboa.com or follow us on LinkedIn and X social media platforms.

SOURCE FINBOA