CDAO Financial Services schedule

Erum Manzoor, Senior Vice President, CITI

Discover the cutting-edge trends, technologies, and techniques transforming decision-making processes in 2025, and learn how data-driven strategies are reshaping the future of financial services
Pawan Verma, Chief Data Officer, INDUSTRIAL AND COMMERCIAL BANK OF CHINA
Jitender Jain, Principal Software Engineer, CAPITAL ONE (former) 
Richa Singh, Director & Head of Data & AI, LEXINGTON PARTNERS
Eric Gonzalez, Vice President, Business Intelligence Architecture, EASTERN BANK
Akhil Khunger, Vice President, Quantitative Analytics, BARCLAYS

Moderator: Erum Manzoor, Senior Vice President, CITI

Robert Kula, EVP & Chief Data Risk Officer, KEYBANK

For financial institutions, staying compliant isn't just about adhering to rules—it's about navigating with foresight and agility in the complex landscape of regulatory requirements. As technology evolves and new regulations emerge, institutions in Banking, Financial Services, and Insurance (BFSI) must adopt proactive strategies to not only meet current standards but also prepare for future challenges. This keynote will explore the intricate balance between securing data to comply with global regulations and deploying it flexibly to fuel digital advancements. We'll delve into effective data management practices that ensure data integrity and accessibility for crucial operations like auditing and reporting, while also enabling seamless data integration and real-time analytics for digital transformation initiatives. Join us to discover how your institution can enhance its compliance practices and position itself for success in the dynamic financial services landscape.
Emma Mcgrattan, Chief Technology Officer, ACTIAN 

o    Enhancing collaboration for data-driven business outcomes.
o    Aligning data science initiatives with business strategy.
o    Building effective communication between data and business teams

Ali Abedini, Senior Vice President, Executive Head of US Advanced Analytics, TD BANK

In an era where financial institutions are grappling with escalating compliance requirements, rising client expectations and intense competition, Generative AI offers a game-changing solution. 

This talk explores how GenAI is revolutionizing client lifecycle management, with a focus on its applications in customer onboarding, retention, and cross-selling. It highlights GenAI's ability to enhance efficiency, strengthen client relationships, and drive growth, all while addressing critical challenges such as compliance and data security.

Alexey Girzhadovich, Chief Delivery Officer, EXADEL
Matthew Balfour, Principal Managing Consultant, EXADEL

o    Ensuring data quality for reliable AI outcomes.
o    Establishing data quality metrics and frameworks.
o    Automating data quality processes with AI.
Srini Masanam, Global Head of Surveillance Data Quality, CITI
Dennis Peters, Head of Data & Analytics, Managing Director, PGIM
Richard Crane, Chief Technology Officer, Founder, MILL5
Or Zabludowski, Chief Executive Officer & Founder FLEXOR AI
Yvonne Li, Director, Senior Data Scientist – Wealth Management Technology AI Solutions, MERRILL LYNCH

Moderator: Sriraman Pattabiraman, Data Governance & Risk Reporting Lead, STATE STREET

Join us for an exclusive lunch and learn, where we’ll go beyond theory and into execution—exploring how enhancing CLM and strengthening KYC processes can help financial institutions future-proof their operations and navigate an increasingly complex compliance landscape.

We’ll discuss how leading firms are:
o    Creating a scalable target operating model that reduces costs while ensuring agility in an evolving financial landscape.
o    Enhancing operational efficiency by removing bottlenecks and simplifying client onboarding.
o    Breaking down silos and connecting fragmented systems, transforming data into actionable intelligence for better decision-making.
o    Improving time-to-revenue by optimizing CLM and KYC workflows, which make up to 40% of compliance budgets, regulatory alignment, and risk assessment, freeing up resources for business growth.

Garry Teekah, Head of Market Development, North America, FENERGO

Christian Brugger, Director of Client Solutions, FENERGO

o    Leveraging data analytics for executive decision-making.
o    Building a data-centric decision-making culture.
o    Translating data insights into strategic actions.
o    Leveraging data analytics for executive decision-making.
o    Building a data-centric decision-making culture.
o    Translating data insights into strategic actions.
Saba Dossani, Chief Data & Analytics Officer, COMERICA BANK

Jitender Jain, Principal Software Engineer, CAPITAL ONE (former)

Erica Pan, Firmwide CDO, Data Management Lead, J.P. MORGAN

Moderator: Erum Manzoor, Senior Vice President, CITI

 

Generative AI and LLM’s have moved from initial PoC’s to pilots and enterprise scale applications over the last two years. In this talk, we will discuss how the next wave in AI, Agentic Systems, is set to transform banking and financial services by augmenting LLM’s with powers of reasoning & the ability to interact with the external world with tools.
Discover why experts predict that most of the new software deployed over the next 10 years will have Agentic AI as their key component. Learn how the cutting-edge applications of autonomous AI Agents in areas such as risk management, compliance, fraud detection, wealth management and customer service can transform your organization. We will cover the basics of Agentic AI and explore how Agentic AI technology can improve decision-making, enhance operational efficiency, and create new opportunities for growth in the financial sector.

Arpan Dasgupta , Chief Business Officer BFSI, TREDENCE
Unmesh , Senior Vice President BFSI, TREDENCE

o    Investing in AI talent, infrastructure, and capabilities, and developing strategies to leverage AI for competitive advantage and business growth
o    Understanding the potential AI has to drive innovation, enhance efficiency, and unlock new opportunities for value creation in a rapidly evolving digital landscape
Tarun Sood, Chief Data Officer, AMERICAN CENTURY

o    Establishing data governance frameworks for generative AI.
o    Ensuring data quality and accuracy in AI-driven environments.
o    Managing data privacy and security with AI models.

Tarun Sood, Chief Data Officer, AMERICAN CENTURY
Arijit Bhattacharya, Head of Data Governance, NORTHERN TRUST ASSET MANAGEMENT
Edgar Zalite, Chief Data Architect, DEUTSCHE BANK
Sriraman Pattabiraman, Data Governance & Risk Reporting Lead, STATE STREET

Moderator: Mike Upchurch, Vice President of Strategy for Financial Services & Insurance, DOMINO DATA LAB

Discover how Location Intelligence is transforming financial services by unlocking new insights and driving innovation. This thought leadership session will explore key trends, real-world use cases, and the critical role of location intelligence in the industry. Starting from the basics, we'll guide you through why spatial analysis matters, its impact on decision-making, and how financial organizations are leveraging it for success.

Brent Blaschka, Sales Director, CARTO

o    Creating robust governance frameworks for AI initiatives.
o    Ensuring compliance with evolving data regulations.
o    Building trust through transparency and accountability.
Diego de Aragao, Senior Vice President, Balance Sheet Management & Analytics, CITI

 

Table A - AI Starts with IA: Harnessing Data Precision for Scalable AI Productivity - Erum Manzoor, Senior Vice President, CITI

Brian Dragunas, Director, Data, AI & Watsonx, Financial Services Market, IBM

Ron Koch, DTT Leader, Financial Services, US, IBM

Table B - Ensuring Data Quality for Enhanced AI Outcomes -Luckner Polycarpe , Vice President, Data & AI Strategy, MASTERCARD

Jessica Goulart, Vice President of Partnerships, ATACCAMA

Table C - Accelerating Data-Driven Decision-Making with Operational Machine Learning

Diego de Aragao, Senior Vice President, Balance Sheet Management & Analytics, CITI
Matt Johnson, Vice President of Sales, TECTON

Kevin Stumpf, Co-Founder, TECTON

Table D - Investing in the right talent - Strategies for Building Effective and Agile Data Teams - Dhouglas Carvalho, Vice President, Product Management, Delivery Lead, Global Market Data, Analytics, Sales & Research Tech, BANK OF AMERICA

Ravi Ramanathan, Vice President, America’s Sales Engineering, NEO4J

In this session, you will hear from some of the sector’s highest leaders, hear how they started in the sector and made their way up to be a Chief Data Officer. You’ll have the opportunity to ask your burning questions, have robust discussions and gain insights into what makes a great leader and what the future of the CDO looks like.

Pawan Verma, Chief Data Officer, INDUSTRIAL AND COMMERCIAL BANK OF CHINA
Robert Kula, EVP & Chief Data Risk Officer, KEYBANK
Saba Dossani, Chief Data & Analytics Officer, COMERICA BANK

Moderator: Colman Madden, Head of Customer Engineering, GOOGLE CLOUD

In today's fast-paced financial landscape, reliable data is the backbone of informed decision-making, and Artificial Intelligence (AI) is revolutionizing the way financial institutions approach risk management. As financial institutions navigate vast amounts of complex data, ensuring its accuracy and integrity is crucial for strategic initiatives, risk management, and regulatory compliance.
 
Join Curtis O'Dell, Global Business Director for Data Integrity, as he delves into the critical relationship between data integrity and the success of AI and ML initiatives in finance. This session will explore:
•    The importance of data integrity in finance and its impact on AI/ML initiatives
•    Building a resilient and trustworthy data testing system for AI success
•    Real-world challenges and success stories from enterprises that have achieved AI-driven results with high-quality data
•    Strategies for leading financial institutions to confidently leverage data-driven risk management for AI-powered fraud detection
•    How maintaining data for the financial sector is crucial in providing an auditable, compliant, and rigorous approach to managing data, conversions, and mergers.

Don't miss this opportunity to learn how to cultivate unwavering trust in your data and unlock the full potential of your AI/ML initiatives.

Curtis O’Dell, Global Business Manager, TRICENTIS 

o    Applied patterns using LLM to create personalized customer experience
o    AI-driven chatbots and virtual assistants for improved customer service
Koosha Golmohammadi, PhD, Executive Director of Data Science, CHASE 

o    Understand how to transform data into actionable insights to drive money movements and enhance financial operations 
o    Strategies to use data effectively both externally with consumers and internally for streamlined decision making 
o    Insights into use cases such as blockchain deposit accounts programmable payments and leveraging data as external triggers for smarter money movements
Abhinav Natarajan, Executive Director, Global Product Lead, J.P. MORGAN

GenAI is moving fast, but how do you move beyond pilots and experiments to achieve a real business impact at scale ? 
In this Artefact keynote, we’ll break down the key pillars for scaling GenAI across financial services, ensuring measurable value while addressing compliance, risk and governance.
From establishing strong governance and controls to defining the right people, roles and technology accelerators, we’ll examine the critical feedback loop between business value and AI adoption.

We will also showcase real-world AI demos, illustrating how AI-powered solutions are already transforming the financial services industry. See how cutting-edge AI applications are driving tangible impact ! 

Finally, we will tackle a major question : Are AI agents truly ready for financial services, or are we still in the realm of speculation ?
Join us to separate hype from pragmatism, uncover pragmatic insights, and build a clear roadmap for scaling AI and confidence?

Akhilesh Kale, Partner, Financial Services, Data & AI Foundations, ARTEFACT
Hortense Viard, Partner, Financial Services, Risk & Regulatory, ARTEFACT

o    Moving from AI pilots to production-scale deployment
o    Overcoming challenges in scaling AI models
o    Aligning AI strategy with business objectives

Hardik Dave, Director, Digital & Data Platforms BLACKROCK
Pawan Verma, Chief Data Officer, INDUSTRIAL AND COMMERCIAL BANK OF CHINA
Koosha Golmohammadi, PhD, Executive Director of Data Science, CHASE 
Vinod Goje, Vice President Engineering Manager, BANK OF AMERICA 
Adrija Banerjee, Director, AMERICAN EXPRESS

Moderator: Bryan McCann, Co-Founder & Chief Technology Officer, YOU.COM

o    In the era of AI and ML models, importance of real-time data consumption & movement is evolving each minute- what strategies are CDOs adapting to keep up?
o    Data strategies & governance for LLM safety and data sharing
o    Data consumption , publishing on cloud and CDO strategies to take data engineering to the ‘next level’
Dimple Thakkar, Executive Director – Head of Data for Machine Learning Operations, J.P. MORGAN CHASE & CO

o    Personalizing wealth management with AI-driven insights.
o    Automating portfolio management and client interactions.
o    Balancing AI-driven services with human expertise.
Jake Katz, Head of Analytics Research, LONDON STOCK EXCHANGE GROUP (LSEG)

o    Addressing bias in AI models for fair financial services.
o    Implementing ethical AI frameworks.
o    Ensuring accountability and transparency in AI deployment.
Adrija Banerjee, Director, AMERICAN EXPRESS
Jaydip Mukhopadhyay, Vice President, Data Science & Model Risk, Internal Audit, AMERICAN EXPRESS