May 13, 2025 | New York, NY
Winning the Innovation Game
Finance and insurance industry executives are implementing groundbreaking AI, cybersecurity, and data management technologies to transform their workplaces at a rapid pace. Incorporating these new digital architectures offers opportunities to create efficiencies and provide utility to businesses and consumers alike.
However, real challenges could impede progress. As firms continue to integrate AI into their operations, leaders must train their workforce to utilize the technology appropriately. Evolving cybersecurity attacks are straining some of the biggest public and private organizations in the world, threatening infrastructure and industry, impacting firms’ bottom lines, and harming consumer confidence. Finally, firms must resolve the present problems of data: clearing out silos, ensuring privacy, and successfully following specific compliance protocols and regulations. Partnerships between financial institutions, insurance companies, and technology providers will be key.
What strategies can industry leaders use to harmonize new technologies? How can firms better upskill and prepare their workforce? How are organizations scaling their solutions across disparate industries?
This event will convene industry leaders to:
Collaborate on new solutions to some of the thorniest technology issues facing the finance, insurance, transportation and telecom industries today
Spark new ideas by engaging with peers
Amplify best practices to create a safer and more efficient workplace
May 13 - Tuesday
Registration & Networking
Event Program
4:00 PM EDT – Welcome Remarks
- Lisa Mateo, Business Correspondent, Bloomberg
4:05 PM EDT – Sponsor Opening Remarks
- Milan Shetti, President & CEO, Rocket Software
4:10 PM EDT – AI: Transforming Finance & Insurance
AI is top of mind for leaders seeking to optimize disparate data systems, turbocharge customer service, and utilize predictive analytics. How is AI driving innovation? What is the current state of AI? Panelists will discuss the latest AI hurdles and solutions in the finance and insurance industries.
- Mike Baker, Senior Vice President, Chief Information & Technology Officer, PGIM
- Kristen Bessette, Chief Data Officer, Zurich North America
- Jude Schramm, Executive Vice President & Chief Information Officer, Fifth Third Bancorp
- Moderator: Niraj Patel, Senior Software Analyst, Bloomberg Intelligence
4:35 PM EDT – Rocket Software Sponsor Spotlight
Join Milan Shetti, President & CEO of Rocket Software, in conversation with Sean O’Coiligh, Director of Offensive Cyber Security at DTCC, as they explore how modernization is transforming cybersecurity across the financial services industry. This dynamic discussion will cover emerging technologies, regulatory challenges, and the power of collaboration in building a more secure and resilient financial ecosystem.
- Sean O’Coiligh, Director, Offensive Cyber Security, Depository Trust & Clearing Corporation
- Moderator: Milan Shetti, President & CEO, Rocket Software
4:40 PM EDT – AI vs. Banks: Seizing a $180 Billion Transformation Opportunity
- Tomasz Noetzel, Senior Bank Analyst, Bloomberg Intelligence
4:55 PM EDT – In Conversation With Hilary Packer
Modernizing legacy IT systems means balancing today’s operational demands with tomorrow’s innovation. In this session, American Express EVP and CTO Hilary Packer shares her strategy for embracing continuous modernization and reengineering the company’s tech infrastructure to power a digital future.
- Hilary Packer, Executive Vice President & Chief Technology Officer, American Express
- Moderator: Lisa Mateo, Business Correspondent, Bloomberg
5:15 PM EDT – Securing Data to Safeguard the Future
Recent events have made clear that in today’s uncertain world, it’s more important than ever for financial and insurance firms to protect their digital infrastructure and customer data. What specific threats are on the horizon and how can they be thwarted? How are new technologies helping firms protect against fraud and minimize risk? This conversation will shed light on how industry leaders are utilizing the latest systems to prevent cyberthreats from crippling their organizations.
- Ranjita Iyer, Executive Vice President, NAM Services, Mastercard
- Patricia Voight, Chief Information Security Officer, Webster Bank
- Larry Zelvin, Executive Vice President & Head of Financial Crimes Unit, BMO Financial Group
- Moderator: Diksha Gera, Senior Analyst, Global Fintech & Payments, Bloomberg Intelligence
5:40 PM EDT – Closing Remarks