Agenda Day 2

CDO BFSI Agenda Day 2

8:00 am - 8:30 am EVENT REGISTRATION & COFFEE

8:00 am - 8:30 am GENAI BREAKFAST MIXER

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.
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Peter Jackson

Global Head of Data Office
Schroders

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Viktor Talan

Vice President Analytics & Business Insights
Mastercard Europe

9:45 am - 10:15 am PRESENTATION | DATA DEMOCRACY OR DATA MERITOCRACY? NAVIGATING THE PATH TO SMARTER DECISION-MAKING


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

10:55 am - 11:25 am COFFEE & NETWORKING BREAK


11:30 am - 12:00 pm THINK TANK | THE HYBRID TALENT PUZZLE - BRIDGE THE KNOWLEDGE GAP BETWEEN BUSINESS ANALYSTS AND DATA EXPERT
Kiran Bal - Head of Group Data Quality, Lloyds Banking Group

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. 
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Kiran Bal

Head of Group Data Quality
Lloyds Banking Group

12:00 pm - 12:30 pm THINK TANK | BRIDGE THE GAP: ALIGN TECH VISION WITH BUSINESS KPIS TO DRIVE REAL RESULTS
Adam Preston - Chief Data Officer, Close Brothers

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.
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Adam Preston

Chief Data Officer
Close Brothers

12:00 pm - 12:30 pm ROUNDTABLE | LET’S TALK FAILURES: WHAT DIDN’T WORK (AND WHAT WE HOPE TO HAVE LEARNED)
Tris Burns - Data Leadership Coach, trisjburns.com

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
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Tris Burns

Data Leadership Coach
trisjburns.com

12:35 pm - 1:05 pm THINK TANK:


12:35 pm - 1:05 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

1:05 pm - 2:05 pm NETWORKING LUNCH

2:25 pm - 2:55 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

2:05 pm - 2:35 pm DATA TARIFF WAR ROOM | DATA FLOW FRAGMENTATION - HOW READY ARE YOU?

A 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.


2:40 pm - 3:10 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. 
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Simon Torrance

Executive Working Group Member, Accelerating Digital Transformation
World Economic Forum

3:10 pm - 3:40 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
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Mahesh Bharadhwaj

Chief Analytics Officer
Jaja Finance

3:40 pm - 3:45 pm CHAIRPERSON’S CLOSING REMARKS

Brian Jones - Consultant, AtlanticCedar
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Brian Jones

Consultant
AtlanticCedar