AI in the Financial Services Industry 2024
Agenda
8:00 am
Breakfast & Registration
9:00 am
Welcome
9:15 am - Keynote Address
Performance Is Not All You Need: Developing and Validating High Risk Machine LearningAgus Sudjianto, Wells Fargo
10:00 am
Morning Break
10:15 am - Panel 1
GenAI for Process Improvement and Related Use Cases
Gary Class, Teradata
Donald High, IRS
Ram Peddu, BMO Harris Bank
11:00 am - Panel 2
Blueprint for Success: Strategic AI Deployment in Financial Services
Brent DeMar, Discover Financial Services
Arjun Ravi Kannan, Discover Financial Services
Raghu Kulkarni, Equifax
Yixiu Li, Discover Financial Services
11:45 am
Lunch
1:00 am - Panel 3
The Regulatory Environment: Artificial Intelligence & Cybersecurity Risk
Loren Bushkar, Federal Reserve
Mark J. Canter, US Government Accountability Office
Donna Murphy, Office of the Comptroller of the Currency
Steven K. Platt, Loyola University Chicago
2:00 pm - Afternoon Breakouts
Session Leader for Breakout Hour: Raj Sampoornam
Breakout A: Use Case - AI for Loan Origination
Stephanie Daugherty, Byline Bank
Raj Sampoornam, Byline Bank
Breakout B: Managing Organizational Adoption of AI
Kader Sakkaria, Arthur J. Gallagher & Co.
Breakout C: AI Project Evaluation and Selection
Sunder Pappu, Inland Real Estate Group
Breakout D: Workflow Automation with CoPilots
Dean Haacker, Metropolitan Capital
Breakout E: AI and Enterprise Risk Management
Abol Jalilvand, Loyola University Chicago
3:00 pm
Afternoon Break
3:15 pm - Panel 4
Challenges of Deploying AI in a Heavily Regulated Environment
Arijit Das, Northern Trust
Doug Evanoff, Kaufman Center for Financial & Policy Studies
Jesus Gonzalez, Aon
Sterling Thomas, US Government Accountability Office
4:00 pm - Panel 5
Navigating Model Risk From a Non-Bank and Third Party Perspective
Joe DeCosmo, Enova International
Doug Hague, UNC Charlotte
Kathleen Maley, Experian
David McMichael, Travelers Insurance Co.
4:45 pm
Concluding Remarks
Speakers
Keynote Speaker
Agus Sudjianto
Former EVP, Head of Corporate Model Risk, Wells Fargo
Executive in Residence, UNC Charlotte School of Data Science
Speakers
- Loren Bushkar
Innovation Policy, Federal Reserve - Mark J. Canter
Chief Information Security Officer, US Government Accountability Office - Gary Class
Industry Strategist, Financial Services, Teradata - Tim Classen
Associate Professor; Sr. Associate Dean for Undergraduate Programs and Academic Affairs, Quinlan School of Business - Arijit DasSVP, Digital Asset Innovation, Northern Trust
- Stephanie Daugherty
AVP, Business Systems Manager, Byline Bank - Joe DeCosmo
Chief Analytics and Technology Officer, Enova International - Brent DeMar
VP, Decisioning Technology, Discover Financial Services - Doug Evanoff
Executive Director, Kaufman Center for Financial and Policy Studies - Jesus GonzalezDeputy Global Practice Leader, Commercial Risk Group, Aon
- Dean Haacker
CIO, Metropolitan Capital - Doug Hague
Executive Director and Professor of Practice, School of Data Science, UNC Charlotte - Donald High
Chief Data Scientist, Internal Revenue Service - Abol Jalilvand
Professor; Finance Department Chair; MS Finance Program Director; Director, Center for Risk Management and Insurance, Quinlan School of Business - Arjun Ravi Kannan
Director, Data Science Research, Discover Financial Services - Raghu KulkarniChief AI Officer, Equifax
- Yixiu Li
Director, Generative AI Modeling, Discover Financial Services - Kathleen MaleyVP, Analytics, Experian
- David McMichael
Vice President and Actuary, Travelers Insurance Company - Donna MurphyActing Deputy Comptroller for Compliance Risk Policy, Office of the Comptroller of the Currency
- Sunder PappuHead of Technology Strategy, The Inland Real Estate Group
- Ram PedduChief Data and Analytics Officer for Risk and Finance, BMO Harris Bank
- Steven K. Platt
Director of Analytics; Lecturer of Applied AI; Director, AI Business Consortium, Loyola University Chicago - Kader SakkariaHead of Global Data Technology, Arthur J. Gallagher & Co.
- Raj SampoornamCIO, Byline Bank
- Sterling ThomasChief Scientist, US Government Accountability Office
- Marcelo Aaron Bonilla Worsley
Associate Professor, Computer Science & Learning, Northwestern UniversityBoard Member, Black Kids Predict
The AI Business Consortium, supported by Quinlan's Kaufman Center for Financial Policy Studies, was proud to host the 2nd annual AI in the Financial Services Industry conference. The event featured prominent leaders from both industry and academia.