The AI Lending Summit - Houston 2025

Reimagine lending. Rethink strategy.

Join an exclusive gathering of Houston-area lending executives for an afternoon of bold ideas, candid conversations, and peer collaboration on the future of lending. Hear how your peers are navigating today’s challenges, and take home ideas you can apply immediately.

Wednesday, October 8th | 1:00 PM – 7:30 PM | Steak 48

Brought to you by:

In partnership with:

What to expect:

    • ✔ Peer-led conversations about today’s top challenges: rising delinquencies, changing member behavior, and growing portfolio risk.
    • ✔ Real success stories from local leaders on how they’re using data and innovation to grow responsibly.
    • ✔ A hands-on workshop to tackle strategic challenges alongside your peers on how to evaluate AI solutions.
    • ✔ Expert insights from industry speakers on emerging trends like AI, new credit products, and what’s next for credit unions and banks in 2025.
    • ✔ A hosted dinner at one of Houston’s top restaurants, where you can build relationships and continue the conversation.

Why attend:

    • ✔ Connect with like-minded leaders in lending.
    • ✔ Leave with strategies you can take back to your team.
    • ✔ Stay ahead of where the industry is heading and learn how to prepare.

    Agenda

    1:00 – 1:30 PM | Welcome & Introductions

     

    1:30 – 2:15 PM | State of the Industry with Rodney Hood

    Must-know regulatory shifts and how leaders should respond, followed by an interactive Q&A.

     

    2:15 – 3:15 PM | From Pilot to Practice: How Credit Unions Are Bringing AI to Life

    AI in lending starts with a pilot, but real impact comes with practice. Hear from credit union leaders on how they turned trials into adoption. 

    – David Winkel, GM of Consumer Lending at Credit Human

    – Sonya Harris, SVP / Chief Lending Officer at Community Resource Credit Union

    – David Jacobs, Chief Growth Officer at Wellby Financial

     

    3:15 – 3:30 PM | Break

     

    3:30 – 4:00 PM | Evaluating GenAI for Lending: Questions Every Lending Leader Should Ask

    Not all AI is built equal, and not all AI is built for financial institutions. In lending, the difference between purpose-built technology and generic plug-ins matters for risk, compliance, and member trust. Join Zest AI CTO Sean Kamkar for an in depth look at how to cut through the noise, understand how to evaluate GenAI solutions, and leave with a practical framework on how to evaluate and launch your AI lending strategy. 

    – Sean Kamkar, CTO at Zest AI

     

    4:00 – 5:00 PM | Your AI Evaluation Playbook: Workshop 

    In this interactive session, we’ll connect your insights to a practical framework for evaluating AI, giving you a sharper playbook to guide your next decision.

     

    5:00 – 5:30 PM | Networking

     

    5:30 – 7:30 PM | Dinner