CDO BFSI Exchange USA

September 15-16, 2026 | Kimpton Tryon Park Hotel, Charlotte, North Carolina

In 2026, Chief Data and Analytics leaders in banking, financial services and insurance are under intense pressure: deliver AI that actually moves the P&L, prove ROI fast, stay compliant in a shifting regulatory landscape, and modernize legacy data estates without breaking the bank. CDO BFSI Exchange brings together a hand‑picked community of 70 senior data, analytics, AI and risk leaders to tackle exactly these challenges behind closed doors – no press, no lectures.

Across two focused days, you’ll hear candid war‑stories – what worked, what failed and why – from peers who are scaling AI in highly regulated environments, rebuilding data foundations, and turning governance from a cost center into a growth enabler.

If you’re responsible for making data and AI pay– not just look good in a board pack – this is your room. Whatever the stage of your organizational data maturity, this is the perfect place to network with your peers, learn more about the evolution of the data landscape and discuss real methods of proving data ROI and securing sustained C-suite buy-in.

Key Themes For 2026

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From AI Pilots to Proven ROI in BFSI

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Data & AI Governance That Enables Speed  Not Just Control

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Getting Data Foundations & Products Ready for Real World AI

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AI in Risk, Fraud, AML and Regulated Use Cases

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The Expert 2026 Speaker Panel

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KEY THEMES IN 2026

  • AI considerations from ethics and KPIs to how to get ROI 
  • AI as a solution to data governance challenges such as tracking data lineage 
  • Data team structures and the impact of federated and centralized setups on business operations 
  • Unifying and streamlining tech setups, from managing legacy tech stacks to successful integration after M&A activity 
  • Increasing and data and AI usage through educational programs and better collaboration with other business functions

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Recent Event Testimonials

Bridging the Gap: From Data to AI Literacy

In this opinion piece, Dizem Ozalp Sari – Head of Global Investment Data Services at BNP Paribas – discusses why an increased focus on AI literacy should not come at the expense of its predecessor data literacy.

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Communicating the Value of Data Initiatives: 5 Steps to Secure Support for Data Transformation

The highly regulated BFSI sector is often cautious with data strategies. Yet, with innovation enhancing efficiency and decision-making, data leaders must master effective storytelling to highlight the value of data initiatives to stakeholders. In this interview, RSA’s Chief Data Officer, Indhira Mani, offers practical insights on championing data initiatives that drive innovation and value.

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Louder Than A Whisper, A Chat With The Data Whisperer

What happens when you combine razor-sharp data strategy with the art of storytelling? You get Scott Taylor—internationally known as The Data Whisperer. In this exclusive interview, Scott reveals the secrets behind turning complex data initiatives into compelling business narratives that win hearts, minds, and budgets. 

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AGENDA HIGHLIGHTS
Interactive Lightning 
Debates

The debates encourage quick thinking, concise expression, and active engagement. They are intellectual sprints, challenging you to articulate viewpoints on controversial issues effectively within tight time constraints. Vote with your feet, choose a side and defend your
point of view.

One-To-One Business Meetings

Our trademark, consultative business meetings offer you the chance to connect with a selection of tried & tested, best-in-breed providers, who have come recommended to us by our audience. Select who you want to meet before you join on-site, and upon arrival you will receive a personalised itinerary detailing who you’re due to meet with, and when.

Roundtable Discussions

These collaborative group discussions connect you with peers facing similar challenges to you through in-depth conversations. Select which session you’d like to join and get involved in the conversation as you share your own perspective on today’s big data questions.

Presentations & Case Studies

Hear from subject matter experts as they share insights into legislative updates, transformational in-house projects, and industry best practices.

Think Tanks

These closed-door sessions are first-come, first-serve, by advance selection only. Attendees will have an opportunity to select which Think Tanks they’d like to attend before joining on-site. No large groups, no stages – Just an in-depth, group conversation with an intimate selection of your peers.

Panel Discussions

With questions based on your challenges used to direct the discussion, these sessions are a great chance to hear a variety of perspectives and ensure you’re on the right path.

Sponsorship Opportunities Pack Now Available!

If you're a data solution provider looking to get face-time with some of the biggest brands in the Banking, Financial Services and Insurance space you've come to the right place. We've got a few opportunities still available so the time to act is now. 

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Contact Us

Attendance at the CDO BFSI Exchange USA  is reserved only for data leaders and a select few partners who provide solutions to challenges currently being experienced by our audience of senior data executives. If this is you then get in touch with a member of the team on enquire@iqpcexchange.com to secure your place.

In Partnership With:

AI, Data & Analytics Network

QUESTIONS?

Address: IQPC Ltd, 129 Wilton Road,
London SW1V 1JZ
Telephone: +44 (0) 207 368 9484
Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com

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