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AI in the Financial Services Industry 2024

 

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.

Check out a recap of the event here.

Agenda

8:00 a.m. Breakfast & Registration
9:00 a.m. Welcome
9:15 a.m. Keynote Address:
Performance Is Not All You Need: Developing and Validating High Risk Machine Learning

  • Agus Sudjianto, Wells Fargo
10:00 a.m. Morning Break
10:15 a.m. Panel 1:
GenAI for Process Improvement and Related Use Cases
  • Gary Class, Teradata
  • Donald High, IRS
  • Ram Peddu, BMO Harris Bank
11:00 a.m. 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 a.m. Lunch
1:00 p.m. 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 Universty Chicago
2:00 p.m.

Session Leader for Breakout Hour: Raj Sampoornam

Breakout A: Use Case - AI for Loan Origination

Breakout B: Managing Organizational Adoption of AI

Breakout C: AI Project Evaluation and Selection

Breakout D: Workflow Automation with CoPilots

Breakout E: AI and Enterprise Risk Management

3:00 p.m. Afternoon Break
3:15 p.m. 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 p.m. 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 p.m. Concluding Remarks

Conference Details & Registration

Date: Thursday, June 27, 2024
Location: Schreiber Center, 16 E. Pearson St., Chicago

Keynote Speaker

Agus Sudjianto Agus Sudjianto
Former EVP, Head of Corporate Model Risk, Wells Fargo
Executive in Residence, UNC Charlotte School of Data Science

Speakers

Our incredible line-up of speakers delved into a variety of timely and relevant topics at the intersection of AI and finance.

Loren Bushkar Loren Bushkar
Innovation Policy
Federal Reserve
Mark J. Canter Mark J. Canter
Chief Information Security Officer
US Government Accountability Office
Gary Class Gary Class
Industry Strategist, Financial Services
Teradata
Tim Classen Tim Classen
Associate Professor; Sr. Associate Dean for Undergraduate Programs and Academic Affairs, Quinlan School of Business
Arijit Das Arijit Das
SVP, Digital Asset Innovation
Northern Trust
Stephanie Daugherty Stephanie Daugherty
AVP, Business Systems Manager
Byline Bank
Joe Decosmo Joe DeCosmo
Chief Analytics and Technology Officer
Enova International
Brent DeMar Brent DeMar
VP, Decisioning Technology
Discover Financial Services
Doug Evanoff Doug Evanoff
Executive Director
Kaufman Center for Financial and Policy Studies
Jesus Gonzalez Jesus Gonzalez
Deputy Global Practice Leader, Commercial Risk Group
Aon
Dean Haacker Dean Haacker
CIO
Metropolitan Capital
Doug Hague Doug Hague
Executive Director and Professor of Practice
School of Data Science
UNC Charlotte
Donald High Donald High
Chief Data Scientist
Internal Revenue Service
Abol Jalilvand Abol Jalilvand
Professor; Finance Department Chair; MS Finance Program Director; Director, Center for Risk Management and Insurance
Quinlan School of Business
Arjun Ravi Kannan Arjun Ravi Kannan
Director, Data Science Research
Discover Financial Services
Raghu Kulkarni Raghu Kulkarni
Chief AI Officer
Equifax
Yixiu Li Yixiu Li
Director, Generative AI Modeling
Discover Financial Services
Kathleen Maley Kathleen Maley
VP, Analytics
Experian
David McMichael David McMichael
Vice President & Actuary
Travelers Insurance Company
Donna Murphy Donna Murphy
Acting Deputy Comptroller for Compliance Risk Policy
Office of the Comptroller of the Currency 
Sunder Pappu Sunder Pappu
Head of Technology Strategy
The Inland Real Estate Group 
Ram Peddu Ram Peddu
Chief Data & Analytics Officer for Risk & Finance
BMO Harris Bank
Steven Keith Platt Steven K. Platt
Director of Analytics; Lecturer of Applied AI; Director, AI Business Consortium
Loyola University Chicago
Kader Sakkaria Kader Sakkaria
Head of Global Data Technology
Arthur J. Gallagher & Co. 
Raj Sampoornam Raj Sampoornam
CIO
Byline Bank 
Sterling Thomas Sterling Thomas
Chief Scientist
US Government Accountability Office 
Marcelo Worsley Marcelo Aaron Bonilla Worsley
Associate Professor, Computer Science & Learning, Northwestern University
Board Member, Black Kids Predict

 Premier Sponsor
Teradata logo

Association Partner
BKP logo

Center Support

Kaufman Center Lockup

 

 

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.

Check out a recap of the event here.

Agenda

8:00 a.m. Breakfast & Registration
9:00 a.m. Welcome
9:15 a.m. Keynote Address:
Performance Is Not All You Need: Developing and Validating High Risk Machine Learning

  • Agus Sudjianto, Wells Fargo
10:00 a.m. Morning Break
10:15 a.m. Panel 1:
GenAI for Process Improvement and Related Use Cases
  • Gary Class, Teradata
  • Donald High, IRS
  • Ram Peddu, BMO Harris Bank
11:00 a.m. 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 a.m. Lunch
1:00 p.m. 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 Universty Chicago
2:00 p.m.

Session Leader for Breakout Hour: Raj Sampoornam

Breakout A: Use Case - AI for Loan Origination

Breakout B: Managing Organizational Adoption of AI

Breakout C: AI Project Evaluation and Selection

Breakout D: Workflow Automation with CoPilots

Breakout E: AI and Enterprise Risk Management

3:00 p.m. Afternoon Break
3:15 p.m. 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 p.m. 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 p.m. Concluding Remarks

Conference Details & Registration

Date: Thursday, June 27, 2024
Location: Schreiber Center, 16 E. Pearson St., Chicago

Keynote Speaker

Agus Sudjianto Agus Sudjianto
Former EVP, Head of Corporate Model Risk, Wells Fargo
Executive in Residence, UNC Charlotte School of Data Science

Speakers

Our incredible line-up of speakers delved into a variety of timely and relevant topics at the intersection of AI and finance.

Loren Bushkar Loren Bushkar
Innovation Policy
Federal Reserve
Mark J. Canter Mark J. Canter
Chief Information Security Officer
US Government Accountability Office
Gary Class Gary Class
Industry Strategist, Financial Services
Teradata
Tim Classen Tim Classen
Associate Professor; Sr. Associate Dean for Undergraduate Programs and Academic Affairs, Quinlan School of Business
Arijit Das Arijit Das
SVP, Digital Asset Innovation
Northern Trust
Stephanie Daugherty Stephanie Daugherty
AVP, Business Systems Manager
Byline Bank
Joe Decosmo Joe DeCosmo
Chief Analytics and Technology Officer
Enova International
Brent DeMar Brent DeMar
VP, Decisioning Technology
Discover Financial Services
Doug Evanoff Doug Evanoff
Executive Director
Kaufman Center for Financial and Policy Studies
Jesus Gonzalez Jesus Gonzalez
Deputy Global Practice Leader, Commercial Risk Group
Aon
Dean Haacker Dean Haacker
CIO
Metropolitan Capital
Doug Hague Doug Hague
Executive Director and Professor of Practice
School of Data Science
UNC Charlotte
Donald High Donald High
Chief Data Scientist
Internal Revenue Service
Abol Jalilvand Abol Jalilvand
Professor; Finance Department Chair; MS Finance Program Director; Director, Center for Risk Management and Insurance
Quinlan School of Business
Arjun Ravi Kannan Arjun Ravi Kannan
Director, Data Science Research
Discover Financial Services
Raghu Kulkarni Raghu Kulkarni
Chief AI Officer
Equifax
Yixiu Li Yixiu Li
Director, Generative AI Modeling
Discover Financial Services
Kathleen Maley Kathleen Maley
VP, Analytics
Experian
David McMichael David McMichael
Vice President & Actuary
Travelers Insurance Company
Donna Murphy Donna Murphy
Acting Deputy Comptroller for Compliance Risk Policy
Office of the Comptroller of the Currency 
Sunder Pappu Sunder Pappu
Head of Technology Strategy
The Inland Real Estate Group 
Ram Peddu Ram Peddu
Chief Data & Analytics Officer for Risk & Finance
BMO Harris Bank
Steven Keith Platt Steven K. Platt
Director of Analytics; Lecturer of Applied AI; Director, AI Business Consortium
Loyola University Chicago
Kader Sakkaria Kader Sakkaria
Head of Global Data Technology
Arthur J. Gallagher & Co. 
Raj Sampoornam Raj Sampoornam
CIO
Byline Bank 
Sterling Thomas Sterling Thomas
Chief Scientist
US Government Accountability Office 
Marcelo Worsley Marcelo Aaron Bonilla Worsley
Associate Professor, Computer Science & Learning, Northwestern University
Board Member, Black Kids Predict

 Premier Sponsor
Teradata logo

Association Partner
BKP logo

Center Support

Kaufman Center Lockup