CDAO Financial Services
Presentations
Day 1
Keynote Presentation: Boosting Success Through Data Governance & Self-Service
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
Emma McGrattan
Chief Technology Officer, ACTIAN
TRACK A: FINANCIAL SERVICESFINANCIAL SERVICES
Keynote Presentation: Do You Think or Do You Know? Designed Trusted GenAI in Financial Services
- 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
Scott Anderson
Lead Product Strategist, ALTERYX
Keynote Presentation: The Future of Data Management in Financial Services - How Can you Take Advantage of Emerging Trends?
- 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
Diego de Aragão
Senior Vice President, Balance Sheet Management & Analytics, CITI
Keynote Presentation: From Compliance to AI-Readiness: How you can Scale Data Quality in Financial Services
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
Gorkem Sevinc
Co-founder and CEO, QUALYTICS
TRACK B: DATA ARCHITECTURE
Nishit Dhilen Mehta
Vice President, Analytics Solutions Manager, JP MORGAN CHASE
General Session:
Keynote Presentation: Unleashing the Power of Chief Data Officers in the AI Revolution
Krishan Sharma
Senior Vice President, Model Risk - Stress Testing and Capital Planning, CITI
Day 2:
Keynote Presentation: Collaboration is Key – Bridging Technical, Data, and Business Teams
- Creating shared goals between business, data, and IT stakeholders
- Establishing common language and understanding across teams
Jennifer L. Mezzio
Global HR Data Officer, FIRST CITIZENS BANK
Keynote Presentation: Turning AI Spend into Real Business Results in Banking and Insurance
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.
Kevin Bohan
Director, Product Marketing, DENODO
Download TBC
Keynote Presentation: AI at the Edge - Where Innovation Meets Risk Management
- Scaling AI solutions without compromising governance
- Integrating AI responsibly into mission-critical edge environments
Parshaw Ghosh
Engineering Leader - Consumer Identity Verification, CAPITAL ONE