CDAO Financial Services schedule

• Establishing clear data ownership and stewardship models 

• Improving customer trust by safeguarding data privacy 

• Protecting sensitive information through robust access controls 

Panelists:   
Erica Pan, Fusion Data Management Delivery Lead, JP MORGAN CHASE
Julia Cherashore, Senior Fellow, DATA FOUNDATION & Adjunct Professor, FORDHAM UNIVERSITY
Randall (Randy) Gordon, Head of Data Governance, CROSS RIVER
Moderated by:
Matt Geibel, Strategic Account Executive, ALATION

• Breaking down silos to foster cross-functional alignment  

• Creating shared goals between business, data, and IT stakeholders  

• Establishing common language and understanding across teams 

Banks and insurers are investing heavily in AI, but too many initiatives stall after the pilot phase. The challenge isn’t the models. It’s the risk of deploying AI on data that isn’t trusted, governed, or explainable.
In this session, we’ll explore how leading financial institutions are moving AI into production by treating data as a product—governed, auditable, and ready for real-time use. You’ll hear how this approach helps organizations:
•    Move AI from pilots to production faster
•    Reduce friction with risk, compliance, and audit teams
•    Deliver measurable outcomes instead of proofs of concept
•    Align AI investments with executive priorities like ROI and time to value
You’ll leave with a practical framework for turning AI spend into scalable, production-ready capabilities that support growth, efficiency, and regulatory confidence.

Panelists:   
Shipali Jangra, Director, Digital Product Management, AMERICAN EXPRESS
Krishan Sharma, Senior Vice President, Model Risk - Stress Testing and Capital Planning, CITI
Koosha Golmohammadi, PhD, Global Head of Applied AI/ML in Corporate Tech - Compliance and Risk, JP MORGAN CHASE 
Or Zabludowski, Co-Founder & CEO, FLEXOR
Moderated by:
Liz Griffin, SVP, Sales, PIANO

•    Optimizing resource usage while maintaining compliance standards 
•    Scaling AI solutions without compromising governance 
•    Integrating AI responsibly into mission-critical edge environments

•    How to conduct an AI readiness assessment across business units
•    How to define measurable KPIs tied to revenue growth, risk reduction, or customer experience
•    How to create an AI governance board to align initiatives with compliance and business goals
Panelists:   
Yousra Aoudi, Quantitative Analyst II, Vice President, BNY
Rakesh Singh, Global Customer Technology Director, LONDON STOCK EXCHANGE GROUP
Vinod Surasani, Sr Software Engineer, RBC WEALTH MANAGEMENT 
Moderated by:
Diego de Aragão, Senior Vice President, Balance Sheet Management & Analytics, CITI 

• How can transparency in performance data build trust within the team? 

• What are the best practices for sharing performance data openly? 
• What role does data play in driving strategic improvements 

Panelists:  

Erica M Howard, Head of Consumer Data Ownership (US) | Consumer and Product Operational Effectiveness, TD BANK 

Jennifer L. Mezzio, Global HR Data Officer, FIRST CITIZENS BANK

Moderated by:

Dan Galeon, Director, Head of Platforms Governance, ROBINHOOD

• Enabling transformation and decision making with trusted data
• Ensuring data quality, consistency, and integration
• Improving the quality and speed of decision-making at scale by automating administrative tasks
  

Panelists:   
Rakesh Singh, Global Customer Technology Director, LONDON STOCK EXCHANGE GROUP
Krishan Sharma, Senior Vice President, Model Risk - Stress Testing and Capital Planning, CITI
Moderated by:
Diego de Aragão, Senior Vice President, Balance Sheet Management & Analytics, CITI