CDAO Financial Services schedule

• Enhancing risk management using real-time data modeling  

• Accelerating innovation through advanced data capabilities  

• Empowering teams with data literacy and self-service tools 

Panelists:  

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

Tarun Sood, DBA, Chief Data and AI Officer, AMERICAN CENTURY INVESTMENTS 

Tonia Durfee, Ph.D., Global Head Operational Risk Insights and Analytics, STATE STREET 

Pawan Verma, CDO / Head of Data Management Office, INDUSTRIAL AND COMMERCIAL BANK OF CHINA

CK Bhatia, Chief Data Officer, SVP, Enterprise Data Strategy & Governance, TDECU

Moderated by:

NEO4J

• How to define clear ownership of data, create policies for data lifecycle management, and implement governance tools to enforce compliance
• How to deploy anomaly detection algorithms and fairness metrics; set alerts for data drift or unexpected patterns
• How to maintain accurate and consistent data lineage to track sources and transformations

ACTIAN

• Aligning data strategies with regulatory frameworks 

• Predicting client needs through advanced analytics 

• Identifying inefficiencies through performance analytics 

• Anticipating change and managing uncertainty, a look at five fast growing trends of data management in financial services
• Strategies to invest in those trends that are most relevant to your organization
• How data & analytics leaders need to adapt to succeed in the future

• Fostering a culture of collaboration and open data sharing 

• Reduction in barriers to make data more accessible 

• Implementing data integration practices, ensuring that data from various sources is consolidated into a unified view 

Panelists:  

Ashok Mehta, Global Head of Financing Data Technology, UBS

• Integrating legacy systems with modern data solutions 

• Monitoring performance and optimizing data infrastructure  

• Scaling analytics capabilities to meet growing demands 

• Automating data pipelines to improve efficiency and reduce manual errors
• Implementing robust governance frameworks for data quality and compliance
• Migrating legacy systems to modern platforms for improved performance

Panelists:  

Edgar Zalite, Chief Data Architect - Americas, DEUTSCHE BANK 

Krishna Chaitanya Yarlagadda, Director- Data Science & AI, ATLANTICUS

• Ensuring data quality and consistency across systems  

• Standardizing data definitions for enterprise-wide alignment  

• Securing sensitive information with advanced privacy controls 

Panelists:  

Hardik Davé, Director, Global Digital Experiences and Platforms, BLACKROCK

Pawan Verma, CDO / Head of Data Management Office, INDUSTRIAL AND COMMERCIAL BANK OF CHINA

Rakesh Singh, Global Customer Technology Director, LONDON STOCK EXCHANGE GROUP

• Explore strategies to align CDOs' roles and responsibilities with AI initiatives, enabling them to drive data-driven decision-making across the organization  

• Create a robust data governance framework, establish data-driven culture and leverage emerging technologies to support CDOs in their transformational roles  

• Discover how to measure and communicate the value of CDOs' contributions, ensuring corporate support and investment in their roles to deliver successful data-driven transformation in the age of artificial intelligence 

Panelists:

Jasmeet Singh Bhatia, VP, Decision Science Analytics, TRUIST

Panelists:  

Diego de Aragão, Senior Vice President, Balance Sheet Management & Analytics, CITI

Panelists:  

Vijayakumar Gurusamy Raju, Lead Big Data and Cloud Software Engineer, MASSMUTUAL

• 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

• Breaking down silos to foster cross-functional alignment  

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

• Establishing common language and understanding across teams 

Panelists:  

Helen Zhang, Head of Research Model Development, LONDON STOCK EXCHANGE GROUP

Shipali Jangra, Director, Digital Product Management, AMERICAN EXPRESS

Tarun Sood, DBA, Chief Data and AI Officer, AMERICAN CENTURY INVESTMENTS 

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

Panelists:  

Max Grigoryev, Director of Product Management, Financial Analytics & AI, LONDON STOCK EXCHANGE GROUP

• 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 

• Reframing leadership priorities to align with AI-driven decision-making
• Empowering teams to adopt data-centric thinking and innovation
• Preparing leadership for continuous learning in an AI-first environment

• 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:  

Jaydip Mukhopadhyay, PhD, Vice President: Global Head- Model Risk, AI/Gen AI-Internal Audit Group, AMERICAN EXPRESS

• How to use governed AI to make smarter, faster decisions: How AI can transform raw data into actionable insights that enable leaders to respond quickly to market changes
• How to measure impact: Ways to track results and ROI so organizations can recognize the real value of their AI initiatives
• How to create an AI-ready culture: How to blend human judgment with AI, build capable teams, and establish systems and processes that make AI adoption practical, ethical, and sustainable