Navigate AI Transformation with Confidence
ProSight Human + AI Transformation Collective
Built for banking executives leading the people, process, and governance changes required to realize AI’s full potential.
of organizations say AI is a strategic priority
have moved beyond pilots
report an AI skills gap
Shape the Future of Human + AI transformation
A facilitated cohort experience that combines strategic education, peer collaboration, expert guidance, and practical implementation planning.
ProSight’s inaugural Human + AI executive program connects banking executives who are personally accountable for leading their institution’s AI workforce transformation. A place to learn from expert industry practitioners, share challenges and lessons learned with true peers, and work together to create tools and resources that benefit the banking industry at large.
In-depth focus on the people, team, and culture questions.
Realistic ROI analysis and budget-planning guidance, applicable to our industry.
Considerations and impacts for financial brands, customers, and members.
Practical applications and use cases, framed around the right benchmarks for each banking function.
Honest answers about failures, pivots, and unmet challenges — and unexpected benefits.
A Shared Executive Journey for Banking Leaders
A place to learn from expert industry practitioners, share challenges and lessons learned with true peers, and work together to create tools and resources that benefit the banking industry at large.
The Collective brings together curated cohorts of 10-15 senior banking executives for a nine-month journey combining in-person and virtual sessions, practitioner-led discussions, collaborative workshops, curated resources, and ongoing peer engagement.
Participants Include:
- CHROs and HR Executives
- CIOs, CTOs and Technology Executives
- Data & Analytics Executives
- Risk & Compliance Executives
- Operations & Finance Executives
- Customer Experience Executives
- Business Unit and P&L Executives
- AI Executives
This Program Is For Leaders Who Want To:
- Understand AI’s business impact
- Identify meaningful use cases
- Execute an AI transformation strategy
- Lead organizational change with confidence
- Structure their workforce for success
- Optimize training investment
- Measure what matters most
Why ProSight?
ProSight has spent decades leading closed-door executive roundtables, defining the governance frameworks banks use to satisfy examiners, and stewarding valuable financial performance benchmark data. That heritage of institutional trust, paired with a non-profit structure free of commercial conflicts, uniquely positions ProSight to convene this conversation.
4 Chapters | 13 Units | 9 Months
The curriculum is organized into 13 units across four chapters. Members move from establishing a shared, honest AI baseline, into open discussion of today’s successes and challenges, envisioning what must be so to transform the workforce, and finally closing with a concrete, board-ready measurement framework.
Throughout the member journey, the program’s center of gravity stays focused squarely on the human aspects of banking operations and workforce transformation — culture, roles, leadership, and change — not generic AI technology adoption.
Welcome & voice of client occurs in October!
November–December
Ch. 1: Baseline
★ Includes On-Site Session
Baseline: Establishing the opportunity
Identifies where each institution stands today, what its pilots have returned, and how to tell real maturity from usage.
Modules:
- Where we stand: setting the Al baseline
- From pilots to production: the ROI of Al
- Adoption vs. adaptation: why usage volume is not maturity
January–February
Ch. 2: Foundation
Foundation: Human+Al change in practice
Examines the current impact on our people: culture, roles, workflows, and who owns Al governance and performance.
Modules:
- Cultural impacts: organization, roles, and communication
- Workflows and job descriptions: data, humans, and Al
- Where Al governance and performance ownership live
March–April
Ch. 3: Aspiration
★ Includes On-Site Session
Execution: leading and measuring team performance
Defines how Human + Al performance is measured and prepares to take the work to stakeholders.
Modules:
- Measuring what matters: KPls, ROI, and the collective’s taxonomy
- The board conversation: presenting the collective’s work upward
- Closing the loop: from group taxonomy to your institution’s roadmap
May–June
Ch. 4: Execution
★ Includes On-Site Session
Aspiration: Envisioning the Human+Al banking workforce
Looks ahead to the workforce we want to build, and to the questions leaders need to answer to get there.
Modules:
- Al and your brand: trust on the front line
- The harder questions: bias, conscientious objection, workarounds, in the loop vs. on the loop
- Leading and communicating through the change
- The labor economics of Human + Al teams, revisited
Capstone Project: Advancing the Industry
The Definitive ROI Framework for AI in Banking
The inaugural cohort will co-create the first Human + AI Banking Benchmarking Taxonomy. A peer-sourced framework defining the new ROI and team-performance metrics that matter most when assessing AI’s impact on the banking workforce and the bottom line.
Hands-on workshops, held each month, give participants the opportunity to collaborate, design, and build with others representing different functional disciplines, translating their learnings and diverse experience into execution.
Shared more broadly at the end of the program, the benchmarking taxonomy is designed as a living asset that future cohorts will extend and refine, directly seeding ProSight’s forthcoming AI Performance Benchmarking Suite for bankers.
This artifact is intended to become the definitive AI benchmarking framework for banking, affording Collective members the opportunity to advance the industry in this important area.
Faculty + Facilitation
ProSight has built a surgically selected team of expert facilitators, faculty, and guest speakers — practitioners with decades of experience leading financial institutions through technology-driven transformation, each combining deep banking industry experience with hands-on AI transformation and innovation expertise.
Lindsay Soergel
Executive Program Advisor — Founder & Principal, Apple PIE Consulting
Lindsay is an accomplished technology strategist and CX delivery executive with 25+ years of product design and go-to-market experience in banking, fintech, and global financial services, augmented by extensive expertise in cross-industry AI workforce design, virtual community-building, and data-driven marketing. While CEO at Fintilect, her team partnered with coding and QA agents to re-build, test, and document an online banking platform. As Chief Product, Marketing, and CX Officer at Kasisto AI, Lindsay’s team built the first LLM purpose-built for banking. She led global product strategy and marketing for NCR’s financial services division, and at SunTrust Bank (now Truist), she owned the Retail Bank technology portfolio and cross-bank customer experience. At PNC Bank, Lindsay’s team built the PNC Virtual Wallet and many other digital banking firsts.
Tarrah Palomino
Program Faculty Leader & Executive Facilitator — CEO, Papilio Collective
Tarrah has spent thirty years leading innovation at scale. She founded Papilio Collective to help organizations lead great transformations across people, process, and technology, with AI increasingly at the center of that work. Before founding Papilio Collective, Tarrah spent nearly twenty years in financial services. At NCR, she led Product Strategy for NCR Digital Banking, supporting more than 600 financial institutions and over 53 million users nationwide — curating the content and experiences for NCR’s Innovation Labs, Executive Steering Councils, and Retail and Business Banking Client Advisory Councils, work that speaks directly to what this cohort’s participants live every day.
Alexiss Abad-Paulsen
Curriculum Coordinator — Transformation Practice Leader, Papilio Collective
Alexiss has spent twenty years in financial services guiding and facilitating change discussions, building the frameworks and content structures that give a program like this one its intellectual backbone. Alongside her work in financial services, Alexiss, together with Tarrah, also led complex facilitation work supporting the State of California on one of the largest healthcare projects in U.S. history — bringing together hundreds of people every quarter to drive the creativity that change of that scale required. A recurring cadence, a large and diverse group, and a shared project that holds together because people show up ready to be candid: exactly what this cohort will ask of its participants.
The Collective is closed-door, banking-specific, and grounded in practical application — not another industry-agnostic research download or vendor-driven webinar series.
We’re Here to Answer Your Questions
The collective is comprised of your peers, the best banking minds that are leading this change
Most AI programs focus on technology. The Human + AI Transformation Collective focuses on the people, workforce, leadership, governance, and operating model changes required to successfully implement AI.
The Collective is:
- Banking-specific
- Peer-only and closed-door
- Practitioner-led
- Focused on real-world implementation
- Built around participant challenges and experiences
Members are encouraged to discuss successes, failures, lessons learned, and emerging approaches in a trusted environment.
No. The Collective is not a certification program or technical training course. It is an executive peer community focused on strategic leadership, workforce transformation, governance, adoption, and and advancing the industry in the age of AI.
The inaugural cohort runs for nine months, from October 2026 through June 2027, combining virtual sessions, in-person gatherings, collaborative workshops, and ongoing peer engagement.
No. The Collective is designed as a trusted forum for peer discussion while respecting each institution’s confidentiality requirements.
Participants are encouraged to share lessons learned, best practices, and implementation experiences without disclosing proprietary or sensitive information
Yes. The founding cohort is expected to contribute to the development of industry resources and frameworks that can help advance understanding of Human + AI transformation across banking. Early materials reference a collaborative benchmarking and taxonomy effort as part of the cohort experience.
ProSight has decades of experience convening executive peer communities, roundtables, and industry working groups across banking and financial services. The organization’s industry focus and non-profit structure provide a neutral environment for meaningful executive discussion and collaboration.
The fee for participating in this unique, banker-facilitated learning, sharing, and building experience is $15,000, payable upon registration. This fee covers the cost to produce and deliver a timely, engaging inaugural experience, delivered by industry experts and tailored for the unique needs of each cohort. ProSight will invoice participating financial institutions following the virtual Meet-and-Greet session in October.
The Collective is best suited for institutions that:
- View AI as a strategic priority
- Are actively evaluating or scaling AI initiatives
- Are focused on workforce readiness and adoption
- Want access to a trusted network of executive peers
- Value practical implementation guidance over theory
If your institution is asking how people, processes, governance, and culture must evolve alongside AI, this community was designed for you.
“Banking has always been at its best when leaders connect and learn from one another, and the ProSight Human + AI Transformation Collective is built on that belief.
You will learn from expert operators who have led AI and workforce change inside financial institutions, share openly with true peers who face the same challenges you face today, and build practical tools and resources that benefit the broader banking community. That is what ProSight exists to do as a trusted connector: empower financial services leaders to strengthen and advance our industry.”
Jen Guidi, CEO,
ProSight Financial Association
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