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Brief Agenda

Coming Soon

09:00 am

09:00

09:10

Opening Remarks (10 mins): Delivered by Chairperson

Why GenAI, agentic systems, and automation matter for banking Pos
How organisations progress from LLM experiments to agent-driven automation
What this workshop will and won’t cover

Louis Bode

Cedo Group, LLC (Moderator)

09:10

10:10

From GenAI to Agentic AI: Architecting Autonomous Workflows in Financial Services (60 mins)

How financial institutions evolve from GenAI tasks to multi-agent systems
Reference architectures for agentic AI in regulated FSI environments
Orchestration patterns: single-agent vs multi-agent collaboration
Common transformation pitfalls and how to avoid them
What “enterprise-ready” agentic architecture looks like in practice

Alfredo

AWS

10:10

10:20

Stretch Break (10 mins)

10:20

11:20

Designing Agentic Automation: A Practical Blueprint for Banking Product Owners (60 mins)

Where agentic AI is already delivering value in banking & financial services
Common agentic use cases across ops, onboarding, investigations, and advisory
Typical challenges teams face when moving from pilots to production
A starter blueprint for product owners: architecture, guardrails, and ownership
How to prioritize your first agentic use case for impact and feasibility

Outcome: Attendees leave with a clear, actionable blueprint and a prioritized agentic use case to take into the hands-on workshop

Lee Assam

AWS

11:00 am

11:20

11:50

Morning Networking Break (30 mins)

12:00

11:50

12:50

Data, Risk, IP & Controls: Protecting Agentic AI Innovation in Banking (60 mins)

Data access & usage models: what agents can see, should see, and must not retain
IP ownership in the AI app layer: models vs prompts vs orchestration vs workflows
Protecting proprietary logic while using third-party LLMs and platforms
Human-in-loop → human-on-loop from a risk, liability & accountability standpoint
Guardrails, policy enforcement, audit trails, and defensibility in regulated environments
FS-specific risk vectors: bias, hallucination, model leakage, and compliance triggers

Outcome: Product owners understand how to safely scale agentic automation while protecting IP, data, and competitive advantage in regulated financial environments.

Micheal Binns

13:00

14:00

Networking Lunch with BigTech + Delegates

08:00 am

08:30

09:00

Register, grab a coffee. Mix, mingle and say hello to peers old and new.

09:00

09:05

Conference Chair’s Welcome Remarks

Senior Executive

TBC

09:00 am

09:05

10:05

Morning Panel: Agentic AI in Finance - The State of Play, Roadblocks & Road
Ahead

Where does agentic AI adoption stand across financial services today?
Which agentic AI use cases are delivering measurable business value today?
What is stopping promising agentic AI pilots from reaching enterprise scale?
Are data, legacy systems or governance the biggest barriers to adoption?
How much autonomy can financial institutions realistically give AI agents today?
Can existing financial infrastructure support the next wave of agentic AI?
Should financial institutions build their own agents or partner with vendors?
What does it take to turn agentic AI investment into measurable returns?
How will agentic AI reshape financial-services teams over the next year?
Which developments will shape agentic AI adoption over the next 6–12 months?

Sreekar Bhavirpudi

Morgan Stanely

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Panel Sponsor

Senior Executive

TBC | Available for Moderator

10:00 am

10:05

10:30

From AI Investment to Business Value: Making Agentic AI Pay Off in Financial
Services

What would banks do differently when scaling agentic AI enterprise-wide?
How can banks replicate successful use cases and deliver measurable impact?
What are early deployments revealing about agentic AI’s real potential and limitations?
How are banks overcoming data silos and fragmented workflows?
What does it take to put agentic AI into live banking operations?

Senior Executive

TBC | Available for Title Sponsor

10:30

10:50

From Experimentation to Enterprise Scale: How Banks Are Putting Agentic AI to
Work

Why today's AI agents struggle to scale across the enterprise.
From workflow automation to enterprise-scale AI agents.
Designing AI architectures that execute with trust, consistency, and scale.
The roadmap to building truly AI-native financial institutions.

Senior Executive

TBC | Available for Bank

10:50

11:10

The Regional Banking Advantage: Putting Agentic AI to Work for Customers
and Growth

How can regional banks use agentic AI to compete with larger institutions?
Where can AI agents make banking faster, more personalized, and more responsive?
How can agents move beyond answering questions to completing real banking workflows?
Where can agentic AI help banks improve productivity without compromising service quality?

Senior Executive

TBC | Available for Local Bank

11:00 am

11:10

11:40

Morning Networking Break/ Pre-Arranged Meetings (30 minutes)

11:40

12:00

The Agent Workforce: From Human-Agent Collaboration to Business Impact

What does it take to move from isolated AI tools to integrated, enterprise-wide execution?
How can agentic AI deliver measurable gains in productivity, service quality and ROI?
How should decision-making, human oversight and accountability be distributed?
How can AI agents connect enterprise data, legacy systems and business processes?
Which high-value workflows are best suited for human-agent collaboration?

Senior Executive

TBC | Available for Gold Sponsor

12:00

12:45

Panel 2: The New Rules of Work: Building Teams That Thrive Alongside AI Agents

How will AI agents change career progression, workforce planning and the definition of employee success?
How should organisations balance internal talent development with external expertise and technology partnerships?
How should organisations evaluate productivity, quality and accountability across human-agent teams?
How can teams coordinate responsibilities when AI agents operate across multiple departments?
If AI takes over routine tasks, how will organisations develop future specialists and leaders?
What new skills will employees need to work effectively alongside AI agents?
Which decisions require human judgement, and where can agents operate autonomously?
How must managers adapt when leading teams of human employees and AI agents?
Who should be responsible for assigning tasks, supervising performance and managing AI agents?
How will AI agents reshape roles, responsibilities and team structures across financial services?

Chase Smith

Assurance America

Kojo Inkumsah

First Citizens Bank

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Panel Sponsor

Senior Executive

TBC | Available for Moderator

12:45

13:00

The Transformation Journey: Scaling Intelligent Automation Across Diverse Markets

How is AI transforming software engineering and enterprise delivery?
How can financial institutions modernise legacy platforms for the AI era?
How do engineering teams build AI-ready platforms at enterprise scale?
How is AI accelerating application modernisation, testing and software delivery?

Senior Executive

TBC | Available for Bank

13:00

14:00

Networking Lunch/ Pre-Arranged Meetings (60 mins)

14:00

15:00

Panel 3: When AI Goes Rogue: Can Financial Institutions Control the Autonomous Enterprise?

What evidence must boards and regulators see to trust autonomous AI systems?
How can institutions balance strong controls with faster AI deployment?
Who is responsible when third-party AI systems fail?
How can institutions maintain audit trails across multi-agent workflows?
How should risk teams test and approve AI agents before deployment?
How can AI agent behaviour be monitored in real time?
How can organisations prevent agents from exceeding permissions or exposing sensitive data?
How can institutions detect and control unauthorised AI agents?
Who is accountable when an AI agent makes a high-impact or unauthorised decision?
Are existing governance frameworks fit for autonomous AI agents?

Michelle Prohaska

Nymbus

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Panel Sponsor

Senior Executive

TBC | Available for Moderator

15:00

15:20

From AI Governance to Real-Time Control: Securing the Autonomous Enterprise

What does it take to scale agentic AI while maintaining regulatory compliance, operational resilience and trust?
Which monitoring and audit capabilities are needed to detect risky agent behaviour in real time?
Where should institutions draw the line between agent autonomy and human oversight?
What governance and security controls are essential for autonomous AI workflows?

Senior Executive

TBC | Available for Silver Sponsor

15:20

15:50

Evening Networking/1-2-1 Meetings Break (30 Mins)

15:50

16:35

Panel 4: From Financial Insight to Action: Reinventing the Finance Function
with Agentic AI

How will the CFO’s role evolve from reporting results to actively shaping business decisions?
Beyond cost savings, where can agentic AI deliver measurable gains in profitability and business performance?
How can CFOs ensure AI-generated forecasts and reports remain accurate, explainable and auditable?
Which finance processes are ready for autonomous execution, from reconciliation to financial reporting?
What does it take to connect fragmented data into a trusted, real-time view of financial performance?
How can finance leaders improve liquidity forecasting, cash management and capital allocation?
Can AI agents explain financial variances and recommend corrective actions in real time?
How can AI improve scenario planning amid market volatility and changing investment conditions?
Can continuous forecasting replace traditional periodic planning cycles?
How are AI agents transforming forecasting, budgeting and financial planning?

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Panel Sponsor

Senior Executive

TBC | Available for Moderator

16:00

16:35

16:50

From AI Agents to Enterprise Orchestration: Connecting Data, Systems & Intelligent workflows

How can organisations maintain control as agents interact across platforms and ecosystems?
Why are interoperability and orchestration critical to scaling multi-agent systems?
How can agents connect with legacy systems, enterprise data and existing workflows?
What architecture enables coordination across multiple AI agents?

Senior Executive

TBC | Available for Keynote sponsor

16:50

17:35

Panel 5: The AI-Native Financial Institution: Building the Bank of the Future

What must happen over the next two years for multi-agent systems to become a trusted part of financial services?
How should FI’s balance building proprietary capabilities with adopting external platforms?
What role will shared infrastructure, APIs and interoperable platforms play in scaling agentic AI?
How can institutions prevent fragmented AI ecosystems from creating new operational silos?
Who owns the risk when one agent’s decision triggers actions across multiple systems?
How can organisations manage security and accountability when agents interact across institutional boundaries?
What standards are needed for agents from different providers to communicate and collaborate?
How can institutions connect agents across legacy systems, business units and technology platforms?
Which use cases are best suited to collaboration between multiple AI agents?
How close are FI's to deploying multi-agent systems in live operations?

Vijay Potluri

City National Bank

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Bank

Senior Executive

TBC | Available for Panel Sponsor

Senior Executive

TBC | Available for Moderator

17:00

17:35

17:40

Conference Chair’s Closing Remarks

Senior Executive

TBC

17:40

Cheers with Peers – Close the Day with Evening Drinks

Thank you for being part of the summit!

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