Brief Agenda

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

Ellen Blackwell

Falcon AI Solutions

09:00 am

09:05

10:05

Agentic AI in Finance - Shaping the Autonomous Enterprise

How far has financial services moved from digital-transformation hype to real execution?
How has the shift from GenAI to autonomous, action-taking systems evolved in the last 12 months?
What is the current state of Agentic AI adoption in financial institutions today?
Which early agentic workflows are delivering the strongest measurable value?
Where does traditional automation still outperform GenAI or Agentic approaches?
How are banks modernizing large RPA and intelligent-automation estates to integrate with new AI layers?
Which automation-focused uses cases (KYC, payments ops, reconciliations) are delivering the strongest ROI?
What common barriers are slowing enterprise-scale agentic transformation?
From RPA to autonomous operations: What’s realistic for banks in 2026?
What foundational data, risk, and governance capabilities must precede autonomous agents?
What new risk, drift, and accountability challenges emerge with autonomous systems?
How should autonomous agents be tested and continuously monitored in production?
How will agentic AI reshape roles and day-to-day decision-making across financial operations?
What AI-literacy and workforce-enablement capabilities must institutions build for an augmented workforce?
How can leaders drive cultural adoption and trust as humans and agents begin sharing tasks?
How should banks approach agent orchestration-centralized or distributed?
Should banks build proprietary agent stacks or rely on vendor ecosystems?
What will a “fully agentic” financial enterprise looks like by 2030?
What one step should leaders take today to prepare for that future?

Chase Larson

St. Cloud Financial Credit Union

Tianjiao Zhao

BlackRock

Pamela Fehring

U.S.Bank

Micheal Binns

10:00 am

10:05

10:30

Building Agentic-Ready Data for Trusted AI in Financial Services

Why financial services is shaping responsible adoption of Agentic AI
Understanding “Agentic-Ready Data” for autonomous, explainable decisions
Scaling agentic AI across risk, compliance, fraud, and credit
How leaders are approaching Agentic-Ready Data for safe, scalable, & profitable AI

Tim McKenzie

Precisely

10:30

10:50

Continuous Testing for AI in Financial Services: Reducing Model Risk at Scale

Why AI systems require continuous validation beyond periodic testing
How drift, data shifts, and evolving models introduce hidden risks
Extending enterprise test automation into AI-driven applications
Validating data integrity to prevent risk propagation at source
Embedding traceability and risk-based testing for audit-ready AI

John Ray

Tricentis

10:50

11:15

Morning Networking Break/ Pre-Arranged Meetings (25 minutes)

11:00 am

11:15

11:35

Scaling Responsible Autonomy: Turning Agentic AI into Real Enterprise Impact

How is Agentic AI reshaping modern work and decision-making?
How can organizations scale autonomy while maintaining governance and trust?
What guardrails ensure safe, transparent, responsible AI operations?
How do enterprises turn agentic AI concepts into real business value?
What roadmap should leaders follow to move from pilots to enterprise impact?

Eve Psalti

Microsoft

11:35

11:55

From Lead to Funded: Authoring Agentic Origination Workflows

A practical playbook for building agentic loan origination workflows
Structuring orchestration, tools, and human oversight for safe scale
Guiding teams through the shift to supervised autonomy

Chris McCay

iBusiness

12:00

11:55

12:40

Panel 2: Intelligence in Motion: How Agents Are Re-Shaping Financial Operations

Beyond RPA: How FIs are moving toward reasoning-based agentic automation?
Which operational areas are most ready for agentic workflows – and why?
How do RAG, vector memory, and tool-calling enable autonomous execution?
How does Automation 2.0 change the way teams design processes and APIs?
How are agents improving high-volume tasks like onboarding or claims?
How should enterprises test, validate, and monitor agent behavior?
What failure modes must teams detect early during agent testing?
How are organizations redesigning orchestration layers for agent-led work?
How do leaders ensure control and compliance when agents trigger actions?
What are the biggest blockers to scaling agentic workflows across functions?
How can AI and automation bridge gaps across ops, risk, IT, and compliance?
What one step should institutions take now to prepare for intelligent automation?

Rajiv Matta

MSI

Nathan Lang

First Bank

Juan Mendez

BlackRock

Kaushal Vinodchandra Sheth

GFT Technologies

Alan C Smith

AssuranceAmeric (Moderator)

12:40

13:00

Autonomy Meets Accountability: Securing Executive Buy-In for Agentic AI

Making agentic AI board-ready in regulated environments
Embedding autonomy within clear governance guardrails
Measuring value beyond cost savings
Managing accountability, auditability, and risk exposure
Moving from pilot programs to production scale

Chris VanHuysse

MentorMate

13:00

13:45

Networking Lunch/ Pre-Arranged Meetings (45 mins)

13:45

14:40

Panel 3: The Governance Playbook for the Agentic Era

What new risk categories are emerging as AI agents gain autonomy?
How do you build trust in agent decisions as behaviour evolves?
How must existing risk and governance frameworks adapt for agentic AI?
How can institutions ensure explainability, traceability, and auditability for agent decisions?
Which agent-driven decisions demand the highest level of risk oversight?
How do banks validate and continuously monitor agentic AI in production?
How do you maintain human-in-the-loop oversight without slowing efficiency?
What controls must be in place before agents are allowed to act autonomously?
What is the one governance capability every financial institution must build now before scaling?

Timothy Cebulski

Pinnacle Financial Partners

Sachin Rana

Scotiabank

Rekha Pata

Synchrony

Rachel Fischer

Wilson Bank & Trust

Vijay Potluri

City National Bank

Louis Bode

Cedo Group, LLC (Moderator)

14:00

14:40

15:00

From Automation to Agentic Operations in Financial Services

Evolving from RPA to AI-driven automation
Orchestrating digital workers, AI, and enterprise systems
Building secure, governed automation at scale

Satish Shenoy

SS&C Blue Prism

15:00

15:45

Networking Break / 1-2-1 Meetings

15:45

16:05

Beyond the Bot: The Logical Data Foundation for Agentic AI Session Overview

Agentic AI often stalls due to the “migration tax” of moving legacy data.
Learn how leading banks bypass this with a logical data foundation.
Connect AI to core systems in real time — without data migration.
Ensure governance, explainability, and compliance for autonomous workflows
Shift to a faster “connecting” approach to deliver AI-ready capabilities in weeks

Inessa Gerber

Denodo

16:00

16:05

16:25

When the Rubber Meets the Road: How the Consumer Bank is Realizing Value

An inside look at how consumer banking is moving from AI experimentation to real value. This session explores how organizations are shifting focus from technology to process and people, prioritizing high-impact AI opportunities, and translating hundreds of ideas into clear themes and practical implementation pathways for measurable business outcomes.