CDAO Financial Services schedule

•    Building resilience through advanced analytics and risk modeling 
•    Accelerating innovation with scalable AI solutions 
•    Empowering teams with AI-driven tools and actionable intelligence 
Panelists:   
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
David Yu Zou, Director, LONDON STOCK EXCHANGE GROUP
Moderated by:
Michael Moore, Field CTO - Americas, 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

In the AI era, data insights must reach beyond data teams to empower all business functions. As organizations strive to keep pace with rapid AI advancements, internal teams need self-service access to trusted data to drive business outcomes. Achieving true data governance and democratization requires more than access - it demands a fundamental shift in how organizations manage and share their data assets. Join this session to explore:

• Evolving governance for trusted, self-service data access
• Ensuring data quality and reliability for AI success
• Empowering all teams with timely, governed data insights

•    Apply proven GenAI design patterns across the financial services data lifecycle, from preparation and governance to insight and action 

•    Learn how leading financial institutions are creating measurable business value with each pattern through real-world use cases

 •    Move GenAI from experimentation to production with the controls, transparency, and auditability required in regulated environments 

• 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

As financial services organizations scale AI and real-time decisioning, data quality has become both a strategic risk and a competitive advantage. In this keynote, we’ll share how leading financial institutions have moved data quality upstream, turning reactive data governance into proactive control. Attendees will learn:

• How to shift data quality from reactive firefighting to proactive prevention
• Why shared ownership between business and technical teams is critical for scale and compliance
• Practical lessons for enabling trusted data that supports AI, analytics, and regulatory confidence

• 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 

 

• Integrating legacy systems with modern data solutions 

• Monitoring performance and optimizing data infrastructure  

• Scaling analytics capabilities to meet growing demands 

Panelists:   
Krishna Chaitanya Yarlagadda, Director- Data Science & AI, ATLANTICUS  
Gurprit Singh, Former Global Head of Data and AI, PARTNERS CAPITAL
Edgar Zalite, Chief Data Architect - Americas, DEUTSCHE BANK 
Vishal Sharma, Vice President of Software Engineering, BROADRIDGE 
Moderated by:
Nick Albertini, Global Field CTO, TEALIUM

• 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

Financial crime is a global, multi-jurisdictional issue, yet most financial institutions are fighting it with their own isolated data. Even the world’s largest banks only see a fraction of global trade flows, creating massive blind spots that sophisticated criminal networks easily exploit. To detect these patterns, banks need powerful AI models built on a level of data scale that no single organization can achieve alone.
In this session, we’ll provide a playbook for setting up a federated computing infrastructure and explore:
•    How Federated Computing can overcome data silos and regulatory barriers.
•    How to securely collaborate across institutions without transferring sensitive data.
•    How to leverage Federated Learning to securely deploy Agentic AI tools within your organization today

• How institutions can use machine learning and analytics to anticipate market volatility and fraud
• Moving from legacy systems to cloud-native platforms to enable agility and resilience
• Using AI-driven tools to streamline compliance processes and reduce operational risk

Panelists:   
Dr. Fatena El-Masri, Ph.D., Former Executive Director - Director of Data analytics Machine Learning Intelligence Operations, JP MORGAN CHASE 
Edgar Zalite, Chief Data Architect - Americas, DEUTSCHE BANK 
Krishna Chaitanya Yarlagadda, Director- Data Science & AI, ATLANTICUS
Moderated by:
Rajeev Shrivastava, CEO, TIGERGRAPH  

 

• Ensuring data quality and consistency across systems  

• Standardizing data definitions for enterprise-wide alignment  

• Securing sensitive information with advanced privacy controls 

Panelists:   
Abha Dawesar, Head of CTO Data Technology Americas & US, HSBC
Pawan Verma, CDO / Head of Data Management Office, INDUSTRIAL AND COMMERCIAL BANK OF CHINA
Rakesh Singh, Global Customer Technology Director, LONDON STOCK EXCHANGE GROUP
Shubhankar Shilpi, VP, Senior Director Software Engineering- Enterprise Payments & Wholesale Technology, TRUIST
Moderated by:
Gus Kimble, Head of Data Analytics Customer Engineering, North America, GOOGLE

• 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 

AI agents are rapidly becoming active participants in financial services, acting continuously and at machine speed. As autonomy increases, traditional data governance models break down. This non-technical session reframes data protection as a real-time decision problem, showing why access, intent, and context must be governed together to prevent large-scale, unintended data exposure in the agentic era..

• Streamlining compliance and regulatory processes
• Optimizing resource allocation with data-driven insights
• Reducing manual intervention to minimize errors
• Driving innovation in service delivery and customer satisfaction

Panelists:   
Gurprit Singh, Former Global Head of Data and AI, PARTNERS CAPITAL
Moderated by:
Philip Dutton, Founder & CEO, SOLIDATUS 

 

 

Panelists:   
Dr. Fatena El-Masri, Ph.D., Former Executive Director - Director of Data analytics Machine Learning Intelligence Operations, JP MORGAN CHASE 
Diego de Aragão, Senior Vice President, Balance Sheet Management & Analytics, CITI
David Yu Zou, Director, LONDON STOCK EXCHANGE GROUP
Moderated by:
Kyle DuPont, CEO & Co-Founder, OHALO 

Panelists:  

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

Moderated by:

PORTAL26

• 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
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
Max Grigoryev, Director of Product Management, Financial Analytics & AI, LONDON STOCK EXCHANGE GROUP
Vinod Surasani, Sr Software Engineer, RBC WEALTH MANAGEMENT  
 

• 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

Justin Heller, SVP, Chief Data Officer, SYNCHRONY FINANCIAL

Moderated by:

Dan Galeon, Director, Head of Platforms Governance, ROBINHOOD

• 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

Arun Maheshwari, Executive Director-Head of Model Risk Control, Legal and Compliance, MORGAN STANLEY

• 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