Sharon Morgan

Like a trading floor for ideas, The Solution Exchange brings banking leaders to the table to discuss the strategies, insights, and solutions that impact the future of their organizations. Each roundtable zeroes in on a critical topic—from AI and data strategy to customer experience and branch distribution—creating a space for open dialogue, fresh perspectives, and practical solutions. These small-group sessions encourage active idea trading, collaborative problem-solving, and meaningful connections with innovators striving for similar goals. With focused topics, candid conversation, and a highly interactive format, The Solution Exchange offers the perfect environment to explore new approaches and leave with actionable insights.

Roundtable: Lessons from the Universal Associate Transition

The Universal Associate model promises a more flexible, member-centric branch experience but getting there requires navigating real cultural, operational, and structural dynamics of your organization. In this roundtable, Jonathan draws on Heritage Financial's completed transition to facilitate an open, peer-driven conversation about what it truly takes to move from traditional teller lines to a fully cross-trained frontline team.

- Jonathan P. Shakelton, Executive Vice President, Heritage Financial Credit Union

Roundtable: Serving Multigenerational Customers in One Branch Network

From Gen Z to retirees, branches are serving vastly different expectations. Discuss how branch teams are adapting communication styles, technology and more!

- Sharon Morgan, Vice President, Senior Regional Manager, The Washington Trust Company

- Rhonda Duckworth, Vice President, Regional Manager, The Washington Trust Company

Roundtable: The Race for Primary Financial Institution Status: Earning It and Keeping It

Deposits are no longer won by chasing rates, they are won by becoming the relationship customers and members build their financial lives around. This roundtable explores how institutions earn and keep primary financial institution status as competition, demographics, and technology all shift the definition of what "primary" really means.

- Erik Hale, VP of Sales, BusinessNext

- Nick Del Francia, Director, Business Development, BusinessNext

Roundtable by Fibr