THE ELITE EVENT FOR CHIEF DATA & ANALYTICS OFFICERS FROM BANKING, FINANCIAL SERVICES, & INSURANCE
September 15-16, 2026
| Kimpton Tryon Park Hotel, Charlotte, North Carolina
Agenda Day 2
8:00 am - 8:30 am
EVENT REGISTRATION & COFFEE
8:30 am - 8:40 am
OPENING REMARKS FROM THE CHAIRPERSON
8:40 am - 8:45 am
LIVE POLLING
8:45 am - 9:15 am
Presentation: Regulation in Motion: Operationalizing AI Governance Across 50 States
Gain a regulators eye-view of enforcement priorities across model risk management, algorithmic fairness, customer facing transparency and third-party AI accountability, translated into practical operating controls that work across the nation.
• Dive into the most common, and strictest, regulatory hurdles for CDOs including state-specific consumer privacy laws such as CCPA/ Texas HB1401 and how to easily remain compliant.
• Understand the top non-negotiable controls that satisfy 95% of current regulation for CDOs in the BFSI industries.
9:15 am - 10:00 am
Panel Discussion: From Hype to Habits: What an Automated, Efficient & Trustworthy BFSI Enterprise Looks Like in 2030
The next decade will likely not belong to the loudest technology, but to the organizations that turn data, automation and intelligent systems into trusted, everyday business habits. Across a multiplicity of business functions, CDOs and their C-suite peers will shape how risk, insight and innovation coexist in a compliant, customer-centric enterprise. Peers from across Banking, Insurance and Financial Services industries will explore what the data-driven enterprise of 2030 looks like – and what cultural, architectural and leadership shifts must begin now so you don’t lag behind.
• Explore the operating models, architectures and cultural shifts that separate future data-driven leaders from those left managing yesterday’s dashboards.
• How developed will BFSI organisations be in utilizing and scaling innovative technologies, such as AI, in 2030?
• Hear how the future data team will likely construct its data stack to remain ready for future eventualities to mitigate potential risks.
• Delve into the predictions of peers on how the BFSI enterprise will operate in 2030, and what will likely matter most to boards, regulators and customers.
10:05 am - 10:35 am
Think Tank: Beyond Lift & Shift: Hybrid-by-Design Cloud Architecture for Real-World Constraints
The reality for most CDOs is that you can’t move everything to the cloud at once, and you shouldn’t try. Instead of risky big-bang migrations or superficial life-and-shift, explore hybrid-by-design as an architecture strategy that balances modernization with regulatory, data residency and legacy constraints.
• Learn how to establish a production-ready hybrid architecture in weeks, not years, including reference patterns for data platforms, analytics and core workloads that span on-prem and cloud.
• Examine common architecture pitfalls such as fragmented control planes, inconsistent security models and uncontrolled data duplication, and how target architecture blueprints and clear domain boundaries help avoid them.
• Learn how to evolve your current landscape towards a cloud-centric, hybrid target architecture, including which capabilities to centralize, which to federate and how to decide whether hybrid will remain your long-term end state or just a stepping stone to full cloud.
10:40 am - 11:10 am
COFFEE BREAK & NETWORKING
11:15 am - 11:45 am
Think Tank: Resilient Partnerships: De‑Risking Startup Collaborations When Longevity Is Unclear
In a market crowded with promising startups and uncertain runways, data and technology leaders must capture innovation without inheriting fragility. CDOs must remain dynamic to build resilience into every startup partnership from day one: engineering “escape hatches” through modern SLAs (auto export triggers, model handoff protocols, API continuity clauses), vendor agnostic architectures, and clear portability paths so you can pivot without disruption if a partner falters.
• Hear how experienced data leaders have effectively navigated failed AI vendors, underdelivering and how baked-in exit ramps saved $millions in switching costs.
• Identify next-gen SLA frameworks for data portability, vendor-agnostic architectures, and relationship resilience through 2030.
• Learn to negotiate dynamic clauses – export-on-failure, model repatriation, API bridges – across procurement, legal, and tech stacks.
10:05 am - 10:35 am
1:1 BUSINESS MEETINGS
10:40 am - 11:10 am
1:1 BUSINESS MEETINGS
11:15 am - 11:45 am
1:1 BUSINESS MEETINGS
11:50 am - 12:20 pm
Industry Roundtables:
1. Banking – Financial Crime Acceleration: Building intelligence-led defenses against sophisticated attacks using unified data and real-time monitoring.
2. Insurance – Claims Fraud in AI Era: Balancing full automation risks (hallucinations, bias) with consumer duty compliance in fraud and claims workflows.
3. Financial Services – Real-Time Anti-Money Laundering for Instant Payments: Near real-time detection without friction
12:25 pm - 12:55 pm
Coffee Break & Networking
12:25 pm - 12:55 pm
1:1 Business Meetings
12:55 pm - 1:55 pm
Lunch
2:00 pm - 2:30 pm
Think Tank: Unstructured Unlock: Integrating the 80% Data Ignored by Most CDOs for Enterprise Value
Data leaders remain trapped in structured data silos (transactions, accounts), ignoring 80% unstructured gold – claims docs, emails, call transcripts, policy notes – retaining considerable untapped value to your organisation. Peers discuss operationalizing unstructured integration via foundation models and vector stores to transform business processes.
• Hear practical use cases from peers to understand which unstructured and untapped data can be operationalized to be of most value for your organization.
• Identify effective frameworks for unstructured ROI across core business processes, and how to prove these to your business.
2:00 pm - 2:30 pm
1:1 Business Meetings
2:35 pm - 2:40 pm
Live Polls
2:40 pm - 3:25 pm
Fireside Chat: CDO–CFO Storytelling for AI ROI – Turning Board Skepticism into Lasting Support
The challenge isn’t getting leaders excited about AI, it’s sustaining belief once the hype fades and the first projects hit real-world constraints. This CDO-CFO duo reveals how to craft experiential narratives blending customer stories, risk scenarios, and revenue projections that hijack attention and demand funding from the wider business.
• Hear how generic tech decks kill buy-in while live demos, and other research-backed storytelling convert sceptical C-suites into data evangelists.
• Master effective storytelling frameworks that can be easily adapted to your organisational structure and buy-in objections.
• Hear how a CFO-CDO have worked together effectively to implement cross-functional buy-in and secure greater budgets.
