Agenda Day 2
CDO BFSI Agenda Day 2
Receive pre-printed GenAI prompts and share tweaks and improvements with other delegates over breakfast.
8:30 am - 8:40 am
OPENING ADDRESS FROM THE CHAIR
8:40 am - 8:45 am
LIVE POLLS
8:45 am - 9:15 am
FIRESIDE CHAT: UPSKILL & RESKILL - DRIVE DATA FLUENCY ACROSS THE ENTERPRISE AND SAFELY DEMOCRATISE DATA ACCESS
Peter Jackson -
Global Head of Data Office,
Schroders
Viktor Talan - Vice President Analytics & Business Insights, Mastercard Europe
Data democratisation fails when frontline staff lack literacy or breach controls, while specialist data teams drown under ad-hoc requests. A scalable talent model has become board-level priority and the only solution. CDOs must now develop controllable and accountable IT literacy to drive productivity, free up resources, and enable innovation from all business functions.
- Learn how to design tiered data-fluency ladders tied to internal career progression and regulatory competence needs.
- Explore how lesson gamification moves staff off ad-hoc spreadsheets.
- Discover access-tier models that scale self-service, not risk.
9:15 am - 9:45 am
PRESENTATION | CLOSING THE DATA DEFICIT: CDOS AS THE ARCHITECTS OF AI TRUST AND ROI
Yao Li -
Chief Product Officer | Global Experian Data Quality,
Experian
Christine Foster - General Manager Generative AI Centre of Excellence, Experian
9:45 am - 10:15 am
THE REAL REASONS DATA PLATFORMS FAIL (AND WHAT TO DO ABOUT IT)
Matt Curtis -
Head of Data,
Esynergy
Duncan Cooper - former CDO, Northern Trust
Matt Curtis - Head of Data, Esynergy
Duncan Cooper - former CDO, Northern Trust
Every CDO has seen a platform that looked brilliant on paper and fell flat in practice. This tell-all keynote unpacks the uncomfortable reasons why. From misplaced ownership to over-engineered solutions and offers a clear path forward.
10:20 am - 10:50 am ONE-TO-ONE BUSINESS MEETINGS & NETWORKING
10:55 am - 11:25 am ONE-TO-ONE BUSINESS MEETINGS & NETWORKING
11:30 am - 12:00 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING
Legacy cores often underpin your most critical data stores, but cobbling together modern analytics on a fractured, unsupported stack kills velocity and trust. CDOs need a clear framework to decide what to retire, test safely and reinvest savings into modern data products.
• Learn to rank applications by their impact on data quality, operational risk and team expertise to decide your sunset roadmap.
• See how peers run parallel tests to validate decommissions without disrupting live reporting.
• Find out how to channel freed-up budget into high-impact analytics and AI initiatives.
Success depends on employees fluent in both business context and technical delivery – balance sheets and Python. Yet the talent market offers few such hybrid profiles. CDOs are now looking to offer credential paths, internal gig-marketplaces and reward opportunities that retain such staff without Silicon-Valley-esque pay checks.
- Explore cross-skill training to create business savvy data experts.
- Discover how to launch an internal talent marketplace that shares niche expertise on demand.
- Hear how peers tie hybrid-role performance metrics directly to business outcomes.
Tech teams come up with visionary ideas; Business units chase next quarter’s numbers; mis-alignment results in mid-project funding cuts, leaving everyone frustrated. CDOs step up to the challenge, and bridge technical data expertise with solid business objectives to drive both innovation and growth.
- Discuss how drafting clear joint KPIs with respective business units may clear red tape faster.
- Alongside your peers, design a repeatable PoC cycle template that you can use to accelerate aligned future projects.
- Share how narrative storytelling often plays a role in demonstrating value proposition that keep board scepticism at bay.
Corporate culture tends to only showcase wins, leaving recurring mistakes unaddressed and often unacknowledged across functions and geographies.
- Share failure stories and have a frank discussion without reputational risk.
- Collaborate with your peers to group similar root causes of failure into an enterprise “avoid list”.
- Decide on the top 3 common mistakes your groups have admitted to, and commit to avoiding them
12:40 pm - 1:10 pm DATA TARIFF WAR ROOM | DATA FLOW FRAGMENTATION - HOW READY ARE YOU?
Brian Jones - Consultant, AtlanticCedarA cyber espionage scandal triggers a data sovereignty standoff. Washington, Brussels and Beijing each rush through emergency measures to safeguard citizen data and critical AI. Overnight, companies see cross border data flows pipes taxed, throttled and scrutinised.
Imagine this:
• U.S. & EU impose a $0.10 per GB “Data Integrity Levy” on all outbound traffic; traffic must transit new government inspection gateways, adding ≥ 200 ms latency.
• China & India retaliate with a 12 % “Digital Export Duty,” plus in country processing rules for any personal or transaction data.
• The Basel IV “Sovereign Data Addendum” now demands proof that you can run core workloads locally within 60 days or face capital surcharges.
• Rules take effect in 30 calendar days; non compliance fines reach 4% of global turnover.
Split into three teams - your scenarios:
• Blue Team: Your CEO is already under investigation for previous data privacy breaches.
• Green Team: A marquee GenAI wealth management launch is scheduled across all regions in 90 days.
• Yellow Team: Your CFO orders a 30 % cut to group wide storage costs to offset new tariffs.
Each team has to:
1. Identify the first systems to break when tariffs and latency hit.
2. Draft one board ready action ensuring legal and technical readiness within the 60 day window.
3. Vote on the most urgent cross team fix.
Each table’s nominated leader shares their findings with the room, so every CDO walks out with a single, concrete next step, before the new levies land.
1:10 pm - 2:10 pm
NETWORKING LUNCH
2:10 pm - 2:40 pm COFFEE & NETWORKING BREAK
2:10 pm - 2:40 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING
2:45 pm - 3:15 pm
PRESENTATION | BEYOND GENAI: DEPLOY AGENTIC AI TO AUTOMATE WORK, NOT JUST GENERATE WORDS
Simon Torrance -
Executive Working Group Member, Accelerating Digital Transformation,
World Economic Forum
Agentic AI is the next leap beyond GenAI: autonomous digital “workers” that execute complex processes at software speed and near-zero marginal cost. Yet no UK bank or insurer has moved past pilot stage. Knowledge gaps, shaky data foundations and governance anxiety stall progress while early movers eye dramatic operating leverage. CDOs need to lay out and execute pragmatic agentic AI development and deployment roadmap before rivals out-automate them.
- Find out how agentic AI can create a scalable digital workforce without blowing up risk budgets.
- Hear executive-level definitions that demystify agentic versus generative AI and frame the opportunity beyond uncertainty.
- Learn a step-by-step readiness checklist covering data quality, orchestration tech, governance and change-management tactics through tried and tested case studies.
Simon Torrance
Executive Working Group Member, Accelerating Digital TransformationWorld Economic Forum
3:15 pm - 3:45 pm
PRESENTATION | AVOID THE POC GRAVEYARD – HOW TO TRANSLATE PILOTS INTO POUNDS WITHIN 90 DAYS
Mahesh Bharadhwaj -
Chief Analytics Officer,
Jaja Finance
Data teams get excited by POCs, yet many fail to clear the final hurdles of risk and funding approval, as well as operational integration. As a result, time and money is wasted, innovative ideas get shelved, the board loses faith in data leadership and the data department once again gets branded as a high-expense cost centre. CDOs need to ensure they have clear strategies for POC selection and product implementation to create a better ROI for their business.
- Learn how to identify POCs that are doomed to fail early to save time and costs.
- Identify key stakeholders to engage in your pilots to avoid last-minute red tape.
- Crowdsource pragmatic goals that should be in place for any POC project and how to best communicate your expectations to vendor partners
