Artificial intelligence is rapidly moving from theory to practical application within financial institutions. This program focuses on real-world ways banks are exploring AI to enhance operations, improve decision-making, strengthen risk management, and better serve customers. Participants will gain perspective on how institutions are approaching implementation, governance, and the opportunities AI presents across banking functions.
What is AI? How is AI different or similar to machine learning? Agentic AI? UGH!! So many new terms many bankers don’t understand, so how can they determine which areas of the bank to leverage AI? Join this session for a foundational introduction to the taxonomy of artificial intelligence as well as an overview of business opportunities, departments, and systems that AI holds promise to improve.
Ari Kopmar
Businesses often struggle to determine where to start with integrating artificial intelligence into their banking system. From back office to customer support, the AI opportunities are endless, but budgets and schedules are not. Attend this session to learn where AI is driving real ROI vs adding complexity or compliance risk.
Christopher Vincent Hussain
Small businesses are moving past AI hype and into practical adoption, but the pattern is uneven, messy, and far more operational than most headlines suggest. This session explores where SMBs are actually using AI, what is driving adoption, the barriers holding firms back, and what these trends mean for banks serving small business clients. Attendees will leave with a clear framework for evaluating AI maturity in SMBs, identifying real opportunities, and separating meaningful adoption from empty buzz.
Phil Wofford
Technology supports banking business processes, and the most effective technologies are those who are friendly to both the internal staff and customers who interact with them. Join Dr. Wall, who has spent a career understanding what the key characteristics of the user experience are, and how AI systems must integrate these key considerations if mass adoption effectiveness can be achieved. Attend this session where she shares her insights so effective AI systems can be selected and deployed.
Dr. Deborah Wall, PhD
Move beyond basic chatbots to high-integrity, production-ready AI agents delivering measurable impact across banking operations. This session combines real-world use cases with facilitated discussion to explore how institutions are moving from experimentation to scalable, governed, high-integrity AI. Featuring three applied use cases in Lending (AI-powered credit memo generation), Compliance (Fair Lending regression analysis), and Cybersecurity (AI-driven data classification), we will walk through how these solutions are designed, implemented, and operationalized. Moderated discussion and audience Q&A will highlight key decisions, tradeoffs, and lessons learned, including how to implement human-in-the-loop controls, ensure regulatory alignment, and build audit-ready workflows.
Maribeth Martorana
Could it be true that 18% of installed software needs security attention? So what do you do with you need to develop metrics around the level of security of your deployed software, turn to the AI tool of the day to help you develop a solution, right. But what about the security of the software that AI Tool creates. This talk is about the journey to solve a significant industry problem of EOL/EOS/Unpatched/CVE software using AI, but still being equally concerned about the software AI built. This will include a demo of the open source tool that came out in the end.
Jim McConnell
Lending, from application, underwriting, to support, is core to any bank. The question really is how can artificial intelligence improve the underwriting and lending process? Can faster and better decisions be made as a result of AI infusion? Attend this session to understand where the underwriting and lending AI capabilities are, what works, and what to stay away from if considering AI use in lending.
Christopher Vincent Hussain
AI is often deployed to make smarter decisions because of the information it can use to quickly make decisions. Trust and payment systems are vital banking capabilities, and AI is revolutionalizing how these important banking functions are being revolutionized to experience better outcomes. Join this session to understand how your bank can improve trust, payments, and intelligent catalogs to achieve your bank’s strategic and operational goals.
Sarfraz Nawaz
All banking departments hold promise of improvement through artificial intelligence. Human Resources is one such department where job descriptions, employee prospecting and recruitment, and overall human resource management all have potential of efficiency and effectiveness improvement through AI. Join this session to understand AI implications and opportunities in the HR department of a bank.
Len Adams
Bank security teams face an unsustainable equation: exploding alert volumes, expanding attack surfaces, and headcount that can't scale. Meanwhile, GRC functions still rely on manual evidence collection, spreadsheet-driven audits, and reactive compliance cycles. Agentic AI breaks both bottlenecks simultaneously. This session shows how financial institutions are deploying autonomous agents for real-time threat triage, Agentic SOC, Agentic IAM Access Review, Agentic SOAR as well as continuous compliance evidence collection, and audit-ready reporting and other use cases, all governed by policy-as-code with full traceability and human-in-the-loop controls. Attendees leave with a practical framework for evaluating agentic security deployments that meet FFIEC, NIST CSF, and SOX requirements without adding engineering headcount or accepting black-box AI risk.
Tony Zirnoon, CISSP
Building and managing a successful loan portfolio is foundational to being a successful bank. How can AI assist in loan origination? Throughout the lending ecosystem, what are the opportunities to integrate AI to improve candidate application pools and facilitate loan decision-making? Join this session with an experienced consumer lending AI banker to understand what to do if you are considering such an investment.
Vaibhav Sharma
AI is often thought about department by department at a bank. In fact, most banks pick a department and platform to test the waters in artificial intelligence. While this approach has merit, it can often be at the expense of an enterprise view where the right AI infrastructure and solutions are built from the top down, rather from the department up. Join this session with an expert in Enterprise AI Solutions, who will share his experience and best practices to think strategically about AI across your organization.
Mark Ritcey
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