The knowledge platform for the financial technology industry
May, 2025

Countdown

Location

TBC, New York

Agenda

08:15am

Registration and Sponsor Networking

09:00am

Opening & Welcome
Andrew Delaney
, President & Chief Content Officer, A-Team Group

09:05am

Practitioner Innovation Keynote: The evolution of AI and how to generate value from your investment

  • What are the current trends in AI and where can Generative AI deliver results over traditional AI?
  • How should firms balance the opportunities with the risks to get maximum value from AI?
  • How should firms plan for workforce transformation and engagement?
  • What are the key requirements (people, process, technology) for successful AI
  • What role will agents play and how can they add value?
  • What are the metrics to measure success?
09:35am

Panel: From promise to value – How to move GenAI from POC to production

  • What applications/use cases are mature enough to move into production for internal or external use?
  • What are the key challenges of moving from a proof of concept (POC) into production and how can these be addressed?
  • Embedding ML Ops: How should firms address the technical complexities and workflow integrations when moving into production?
  • How should firms organize governance and teams to allow central control/oversight, whilst also allowing business units to initiate applications?
  • Who is in the Generative AI team – what are the key skills and capabilities required?
  • How can costs be optimized and what metrics should firms use to measure success?
10:20am

Keynote: Delivering value with GenAI – Real world case study

10:40am

Morning Break and Sponsor Networking

11:10am

Panel: Data as a differentiator – How to build a strong data foundation for AI

  • How can firms improve data discoverability and accessibility for continuous data curation?
  • How should firms address data inconsistencies and ensure clean and high quality data sets for AI model inputs. How can AI tools be applied to assist with this?
  • What are the critical components of a robust data governance framework that can support reliable AI models?
  • Expertise and skill sets are cited as a key concern for successful AI: What are the key skills and capabilities needed and how should these be sourced and retained?
  • Working with 3rd parties: How should firms manage external (cloud) data vs. internal (on-prem) data with regard to data & model ownership, vendor contract compliance and risks around operational resilience?
  • How can firms pull all of this together to ensure responsible use of AI and a positive approach to privacy and ethics?
  • How should firms continuously manage and curate data sets to ensure high quality and accurate model results?
11:55am

Case study: Extracting structured data from unstructured data

12:15pm

Panel: Adopting AI tools and models into existing infrastructures and workflows

  • Build vs. buy AI apps: What are the advantages and limitations of each approach?
  • How best can firms evaluate existing third-party tools and platforms in the marketplace?
  • What are the challenges of integrating AI into existing technology infrastructures and workflows and how can these be addressed?
  • What are the roles of cloud and open source technologies in adding AI to existing infrastructure and workflows?
  • What are the concerns about the carbon emissions cost of adopting LLMs and GenAI apps and how can they be approached?
  • How should firms concurrently balance the costs, ethical risks and environmental/carbon impacts of AI?
1:00pm

Lunch and Sponsor Networking

2:00pm

Keynote: A Regulator’s perspective on AI

  • How does the current regulatory framework support AI and is any further clarification needed?
  • How is the Regulator continuing to invest in data and technology to support digital markets and responsible AI?
  • What are the regulatory expectations around data quality and data lineage for AI and how should firms prepare?
  • What are the priorities and key messages for firms as they develop AI compliance strategies?
2:20pm

Panel: How to manage Shadow AI with proactive AI governance

  • How do financial institutions define and find shadow AI in their organizations?
  • What are the business, operational and compliance risks of Shadow AI?
  • How can these risks be managed – ban shadow AI or implement controls as across the rest of the organization?
  • How can firms develop AI policies and education that discourage or prevent the creation of shadow AI?
  • Where shadow AI is allowed, what tools are needed to offer a safe and responsible user experience?
  • Can shadow AI exist in a wider organization of AI and, if so, how can it be governed without limiting its creativity?
  • Ultimately, what are the benefits of shadow AI and do these outweigh the risks
2:55pm

Presentation: Model risk management – how should firms test, validate and manage model performance for AI

  • What are the guiding principles, regulations, and frameworks for managing model risk in AI?
  • What challenges do these present and how can they be resolved?
  • How can the explainability of AI models be ensured?
  • What methods can be used to validate AI including machine learning and GenAI?
  • How can the performance of a Gen AI application model be measured?
3:15pm

Afternoon Break and Networking with Sponsors

3:45pm

Hear real world applications of AI and how it is being applied for efficiencies and business value.

4:45pm

Closing Keynote – Big Tech: The future of AI

  • What’s coming next? How will AI continue to shape capital markets?
  • What can we learn from other industries?
  • The intersection of AI and quantum
5:15pm

Networking Drinks Reception

6:15pm

Ends 

Agenda subject to change 

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