Banking & Finance Trade Shows in Orlando 2027–2028: Complete Guide
Orlando is a busy stop for the finance industry. Banks, credit unions, lenders, insurers, and fintech startups all send people here each year. They come for conferences, expos, and training sessions. They want to learn, network, and find new vendors who can help them work smarter.
If you sell to financial institutions, this is a big opportunity. However, it only yields benefits when you are aware of the significant events and arrive prepared. That’s what this guide is for. We’ve put together the top upcoming banking & finance trade shows in Orlando for 2027 and 2028. We’ve also listed money-saving tips to help you stay within budget without compromising booth quality.
Let’s get into it.
Top 6 Banking and Finance Trade Shows in Orlando for 2027–2028
Orlando hosts a wide mix of finance & banking events in 2027. Some focus on vehicle financing; others cover retail banking, insurance fraud, or ATM tech. Here are 6 trade shows and conferences for a complete overview.
| Trade Show | Dates | Venue |
|---|---|---|
| Vehicle Finance Conference & Expo | February 15–17, 2027 | JW Marriott Orlando Bonnet Creek Resort & Spa |
| Consumer Bankers Association Live (CBA Live) | March 15–17, 2027 | JW Marriott Grande Lakes, Orlando |
| The Fund Assembly | May 13–15, 2027 | Signia by Hilton Orlando Bonnet Creek |
| FIFEC (Florida Insurance Fraud Education Committee) | July 18–21, 2027 | Renaissance Orlando at SeaWorld, Orlando, FL |
| US Conference (ATMIA) | February 11–13, 2028 | Rosen Centre Hotel, Orlando |
| PLRB Claims Conference & Insurance Services Expo | March 19–22, 2028 | Orlando World Center Marriott, Orlando, FL |
1. Vehicle Finance Conference & Expo
Dates: February 15–17, 2027
Venue: JW Marriott Orlando Bonnet Creek Resort & Spa
The American Financial Services Association (AFSA) runs this event for people in auto lending, vehicle financing, and dealer services. Talks cover risk and compliance, economic outlooks, affordability concerns, and where vehicle finance is heading. Attendees are CEOs, lending managers, and compliance officers from banks and finance companies nationwide.
The agenda mixes general sessions, committee meetings, and networking receptions. Exhibitors can meet decision-makers over breakfast, lunch, and happy hour right on the show floor.
Who should exhibit: companies that sell loan origination software, compliance tools, credit reporting services, or dealer management systems.
2. Consumer Bankers Association Live (CBA Live)
Dates: March 15–17, 2027
Venue: JW Marriott Grande Lakes, Orlando
CBA Live is retail banking’s big annual event, and one of the most important banking and finance trade fairs in Orlando. It draws more than 1,800 attendees, including over 700 senior bankers and industry decision-makers.
It offers over 80 hours of programming on regulation, policy changes, trends, and business strategy. Past speakers include Federal Reserve officials, senior leaders from banks like U.S. Bank and PNC, and executives from fintechs like SoFi. Exhibitors get a chance to meet the people who make buying decisions at banks nationwide. The event has a strong networking culture, with plenty of ways to build relationships beyond the exhibit hall.
This show matters because retail banking is changing quickly. Banks want to compete with fintechs, improve the customer experience, and keep up with new rules. If your product helps with any of that, this is the room to be in.
Who should exhibit: providers of banking tech, customer engagement platforms, compliance tools, and financial wellness products.
3. The Fund Assembly (64th Edition)
Dates: May 13–15, 2027
Venue: Signia by Hilton Orlando Bonnet Creek
The Fund Assembly 2027 is one of the largest insurance, banking, and finance trade shows in Orlando. The Fund, a title insurance underwriter serving real estate professionals across Florida, hosts this show.
Title agents, attorneys, real estate pros, and settlement service providers attend. The event offers continuing education credits, networking, and a trade show with vendors for the title and real estate industries. The attendees here are the people who handle the paperwork, the legal work, and the tech that keeps deals moving. The 64th edition of The Fund Assembly will be bigger than ever, with special sessions, keynote speakers, and plenty of time for exhibitors to meet attendees.
Who should exhibit: title tech providers, closing software companies, title insurance underwriters, and real estate data services.
4. FIFEC (Florida Insurance Fraud Education Committee)
Dates: July 18–21, 2027 (golf tournament on July 18)
Venue: Renaissance Orlando at SeaWorld
FIFEC is another banking and finance trade show in Orlando, focused on insurance fraud education and prevention. Insurance investigators, law enforcement officers, claims adjusters, and fraud prevention professionals from across Florida attend this show.
The conference offers training sessions, case studies, and workshops on spotting and stopping insurance fraud. The annual golf tournament is also a major networking event.
Exhibitors include companies that provide fraud detection software, investigative services, claims management tools, and training programs. The audience is very niche, so exhibitors can have very targeted conversations with potential clients.
Who should exhibit: fraud detection software providers, investigative firms, claims tech companies, and training groups.
5. US Conference (ATMIA)
Dates: February 11–13, 2028
Venue: Rosen Centre Hotel, Orlando
The ATM Industry Association (ATMIA) hosts this yearly banking and finance conference in Orlando for ATM and payments professionals.
Subjects include ATM security, cash management, digital payments, and the future of self-service banking. Attendees include ATM deployers, financial institution executives, payment processors, and tech providers.
ATMIA events are known for strong education sessions and good networking. The exhibit hall features companies that supply ATM hardware, software, security, and maintenance. Digital payments are growing day by day, but cash still matters in many places, and the ATM industry is upgrading as well. It’s a good fit for vendors who understand both traditional and digital banking.
Who should exhibit: ATM makers, software providers, security firms, and payment processors.
6. PLRB Claims Conference & Insurance Services Expo
Dates: March 19–22, 2028
Venue: Orlando World Center Marriott
This is the biggest property and liability claims education event in the industry. The Property & Liability Resource Bureau organizes it.
The conference runs for three and a half days, with over 90 courses, technical clinics, and concept sessions. The Insurance Services Expo features more than 300 service providers showing products and services for claims pros.
It’s a major banking and finance expo in Orlando for anyone in insurance claims, restoration, forensic investigation, or claims tech. With this many exhibitors, competition for attention is stiff, so strong booth design is a must. Claims handling is complex, and insurers always want to speed it up and cut costs. The vendors here help make that happen.
Who should exhibit: claims software providers, restoration companies, forensic engineering firms, medical evaluation services, and insurtech companies.
So these were the trade shows in Orlando held for the banking and finance industry in 2027–2028. Now it’s time to check the Orlando Convention Centre calendar and mark your ideal event to exhibit at for closing business deals or learning what’s new in the finance sector.
Tips to Save Money While Exhibiting at Banking & Finance Trade Shows in Orlando
Exhibiting at a banking & finance trade fair in Orlando in 2027 can stretch your budget. But you can reduce costs without sacrificing quality. Here’s how:
- Book early. Booking early often brings lower rates and better booth spots. It also gives you more time to plan your booth design and marketing strategies.
- Consider a rental. If you exhibit at only one or two shows a year, a trade show booth rental solution in Orlando costs less than owning. It also includes design, graphics, and installation, so you don’t have to store or maintain a booth between events.
- Go modular. Modular booths adapt to different show sizes. A 10×20 display can often split into two 10×10 setups for smaller events, so you don’t rent twice.
- Cut freight costs. Freight adds up fast. Work with a booth builder that has local storage or a warehouse near Orlando to lower shipping costs.
- Use digital displays. Skip printing new graphics for every show – digital displays can be updated with fresh content, which saves on printing and lets you change your message.
- Refresh your graphics. Old graphics make your company look dated. Budget for a refresh before the show, even if you reuse the booth frame. New graphics can turn an old booth into a fresh, professional display. Add this to your trade show exhibitor checklist.
- Train your team. A great booth with an untrained team wastes money. Make sure everyone knows the pitch, the products, and how to qualify leads.
- Follow up fast. The show doesn’t end when the lights go out. Contact your leads within 48 hours via personalized email or a phone call to continue the business partnerships.
At banking and finance trade shows in Orlando, your booth should be polished and aligned with the latest trends and venue rules. Every show here gives companies a platform to find new customers, deepen business relationships, and showcase their strengths to the market.
At Whimsical Exhibits, we’ve spent 16+ years helping companies get the most from their trade show spend. As a trusted exhibition stand design company in Orlando, we know local venues well, including the Orange County Convention Center, guide standards, union rules, and floor layouts.
Our team handles the whole process: design, build, ship, set up, and tear down. You focus on talking to people and closing deals. We also offer booths on rent for brands that want to exhibit in Orlando or across Florida.
Contact us today, and let’s plan a blueprint for how you want your booth design to be set up for any of these banking & finance expos in Orlando 2027.