From Modernization to Monetization

AI in Financial Services Leadership Summit

March 5th & 6th, 2025
Mandarin Oriental, Miami
Join us March 5th and 6th at the Mandarin Oriental Miami for two days of networking and thought leadership in sunny, vibrant Miami, FL!

Connect with outstanding leaders across the financial services landscape in an intimate setting. Galvanize around pragmatic, outcome-first use cases for generative AI. Attendees will journey through the art of the possible together, learning to improve operations & revenue by harnessing the power of AI.

Find inspiration in the area’s stunning oceanside views while you uncover opportunities to build brighter futures with the limitless possibilities of data.

Featured Speakers

Stephen Daffron

Co-Founder, Motive Partners

Dr. Stephen Daffron is a legend in the industry, with former roles as President of Dun & Bradstreet and the Global Head of Technology, Operations, & Data at Morgan Stanley, as well as a decade of experience managing data innovation at Goldman Sachs. Stephen regularly speaks at industry gatherings like SIFMA and the World Economic Forum. He will Keynote the AI in Financial Services Leadership Summit.

Marc Rind

Chief Technology Officer, Fiserv

Marc Rind is a visionary technology leader with over 20 years of experience in data platforms and analytics innovation. As Chief Technology Officer at Fiserv, Marc builds and manages an enterprise-wide cloud data platform to address the evolving needs of banking clients. Previously, Marc served as Chief Data Scientist and VP of Product Development at ADP, where he drove transformative advancements in data science and AI.

Don Henderson

Chief Technology Officer, BetaNXT

Don Henderson has been involved with technology companies for more than 30 years driving innovation, business transformation, and strategic change across organizations. For the last 17 years, Mr. Henderson has held Chief Technology Officer roles for various financial technology organizations leading customer service, product development, product management, operations and information technology teams.

John Zilinskis

SVP, Group Executive - Data Solutions & Services, FIS

John Zilinskis is an experienced financial services technology leader and business executive with more than 23 years in the industry. He is currently responsible for the Data Solutions business in the Trading & Asset Services division at FIS.

Brandonn Dukes

Chief Revenue & Analytics Officer, Lender Price

Brandonn Dukes has more than 20 years of experience providing strategic direction for financial services organizations like Curinos, Capital One, Nationstar, and Bank of America before joining Lender Price.

Christopher J. Napoli

Head of Wealth & Asset Management, Snowflake

With over 20 years in the industry, Christopher Napoli has held leadership roles at organizations like S&P Global, Morgan Stanley, and the financial technology branch of EY. Christopher has a passion for multi-cloud strategy, generative AI and machine learning, among other topics.

James McGeehan

Head of Banking, Capital Markets & Payments, Snowflake

James McGeehan is a successful industry technology leader in the banking, capital markets, and payments spaces, with previous leadership roles at organizations like Wells Fargo and AWS. His expertise lies in bridging investment and technology landscapes; contextualizing the power of data synthesis with deep domain expertise to help clients realize business value.

Anand Pandya

Global Head of Financial Services, Hakkoda

With 20+ years of experience as a leader in data-driven solutions & business intelligence, Anand has been integral to driving innovative technology from an executive standpoint. His expertise lies in data management, focusing on organizational resource management & influencing business strategies. He is Global Head of Financial Services at Hakkoda, working with companies in the finance sector to deliver data-driven innovation.

Event Run of Show

Day 1

Optional Morning Activity

Golf, Spa, Biking, Beach, Luxury Car Test Drive & More

Lunch

Networking & introductions to your industry breakout groups

Keynote

Modernization as the Foundation
Explore modernization strategies that set the stage for monetization, tackling key challenges and opportunities across subsectors

Panel

Lessons Learned from Real Modernization Projects
CIOs, CTOs, CDOs,and technology leaders share stories from the front

Forum

Regulation & Compliance in a Modern Data Ecosystem
Strategies for balancing risk & innovation while fueling your organization with critical data

Discussion

AI & ML at Scale in FSI
Real world applications in risk, personalization, technology, & fraud

Welcome Reception & Dinner

Breakout conversations with your industry group

Day 2

Keynote

Monetization through Modernization
Finding new money and measuring business outcomes through data modernization

Panel

From POC to Prod: Making it Real
Lessons from the trenches – how to go live with AI and modernization

Forum

Managing Data Culture & Change
Insights from wealth management on how to foster adoption and align modernization with culture

Lunch

Lightening breakouts, monetization strategies by subsector

Wrap

The Future of Our Industry
Explore the road ahead, from the fourth wave, to quantum computing and emerging AI capabilities

Optional Afternoon Activity

Golf, Spa, Biking, Beach, Luxury Car Test Drive & More

Reserve your spot

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