THE ELITE EVENT FOR CHIEF DATA & ANALYTICS OFFICERS FROM BANKING, FINANCIAL SERVICES, & INSURANCE

Name: CDO BFSI Exchange USA
Start: 2026-09-15
End: 2026-09-16

September 15-16, 2026 | Philadelphia, USA

Sponsorship Opportunities

Official Event Guide

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Following an incredible launch of CDO BFSI Exchange in the USA in 2025, IQPC Exchange is looking forward to welcoming Data & Analytics leaders from top companies across Banking, Financial Services and Insurance in Philadelphia in September 2026!

The 2026 Exchange will focus on the most pressing, real-world challenges, from moving beyond proofs of concept to scale practical AI implementation, to modernizing fragmented data estates. CDOs are under pressure to embed robust, product-oriented data governance that meets tightening regulatory expectations, while simultaneously nurturing a strong data culture that drives adoption, trust and responsible experimentation across the business.

With its invitation-only format and interactive discussion opportunities, the Exchange will provide an exciting opportunity to collaborate with and learn from the experience of industry peers, to help you build a strategy that will let your department have real impact across your organization.

Main Themes

The High Stakes of Compliance: Why You Can’t Afford to Slip & How to Implement the Right Processes to Avoid it

Data Security in Finance & How Smart Management Can Prevent Your Next Crisis

Tools Aplenty: Finding & Implementing the Right Ones for your Business Model

From Insight to Impact: Leveraging Data for Improved Customer Experience

Communicating the Value of Data into Money, Money, Money

Event Guide

THE EXPERT SPEAKER PANEL

Abha Dawesar

Chief Data & Analytics Officer

Vanguard Workplace Solutions

Scott Richardson

Chief Data & Analytics Officer

First Citizens Bank

Erum Manzoor

SVP

Citi

Yury Blyakhman

Managing Director, CDO for Macro Trading

JPMorgan Chase

Yvonne Li

Chief Data and AI Officer

Starr Insurance

Melissa Richards

Chief Data Officer

Renasant Bank

Nolan Walker

Vice President, Data Analytics

Suncoast Credit Union

Diego de Aragão

Senior Vice President of Balance Sheet Management & Analytics

Citi

Jean-Christophe Lionti

Managing Director and Chief Data Officer

Mizuho

Deepak Konale

Chief Data Officer

Northern Trust

Dave Bhattacharjee

SVP, Chief Data Officer

Farm Credit Bank of Texas

Thomas Hughes

Senior Vice President, Technology Architecture & Data Platforms Engineering

Navy Federal Credit Union

Nickolaus Lachman

SVP, Head of AI & Data Science

Valley Bank

Pavan Yerra

Head of Enterprise Data, Analytics & AI/ML Platforms and Solutions

Truist

Richad Nieves-Becker

AVP, Data Science

MetLife

Scott Taylor

The Data Whisperer & Principal Consultant

MetaMeta Consulting

Prasanti Cherukuri

SVP, Head of Data Management and Governance Enablement

City National Bank

Oz Whitesell

Senior Sales Engineer

FiveTran

Toni Trpkovski

VP of Managed Services

Avenga

Jason Christensen

Senior Business Consultant

Avenga

Noah Horton

CEO

Unsupervised

Shashi Reddy

Chief Data & AI Officer

PEMCO

CK Bhatia

Chief Data Officer, SVP, Enterprise Data Strategy & Governance

TDECU

Terry Dorsey

Sr. Data Architect & Evangelist for North America

Denodo

View All Speakers

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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.

Download your personal copy now

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Testimonials

"Great way to stay up to date with challenges and opportunities across the data landscape in Financial Services."

"The absolute MUST go-to event for networking, peer exchange and vendor discussions. Presentations, roundtables and think tanks from some of the most well-known and respected data leaders across the industry."

"Was great to meet peers and discuss Data & Analytics challenges faced by the BFSI industry. The keynotes have been insightful, whilst the roundtable sessions were refreshingly collaborative and informative. Great opportunities to network."

"The CDO BFSI conference was a rapid-fire exchange of ideas among data managers and solution providers. This kind of forum is essential as our strategies for data architecture are being transformed by the application of accelerated computing and advanced machine-based learning. The high-quality speakers, well-organised think tanks and the opportunity to meet with a wide range of sponsors all provided valuable insights."

"Great mix of senior leaders from BFSI organisations; good conversation around their data challenges and requirements; fantastic organisation from the team - very communicative and willing to make vendors' participation and involvement a success."

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@iqpc.co.uk to secure your place.

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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