High-level orientation for all attendees, including C-Suite leaders, on aligning AI with banking strategy, governance, and ROI.

What You’ll Learn:

• High-level AI Education and Overview 
• How AI fits into your Banking Strategy  
• AI Governance and Ethical Leadership 
• Learn from real-world case studies of banks using AI at scale 
• Intro to AI Prompting 

Exploring models, tools, data privacy, and cybersecurity considerations for operationalizing AI.

What You’ll Learn:

• Understand AI models and tools
• AI System Security and Operational Risk – how to address data privacy, integration, and security
• AI Enterprise – What could a future state look like?
• Understand generally available tools vs. specialized vendors

Helping leaders prepare their workforce for the future of AI-driven roles and change management.

What You’ll Learn:

• Integrating AI into your talent management strategy
• Workforce Planning and Skills Transformation – Plan for reskilling and job augmentation
• Workforce training
• Ethics, Change Management and Human-Centered AI

Focus on compliance automation and vendor solutions for risk professionals.

What You’ll Learn:

• Vendor Management in the Age of AI
  • Selecting vendors to solve problems
  • Asking the right questions to understand and manage the risk
• AI in Regulatory Compliance and Reporting
• Navigating the regulatory requirements
• Privacy and Legal Compliance

AI’s role in your bank’s lending function.

What You’ll Learn:

• How AI can help lenders understand their prospective and current customers
• Improve customer prospecting and sales engagement 
• Identify opportunities to streamline work 
• Apply AI for preliminary loan analysis 
• Facilitate critical loan discussion and review 
• Preparing your bank to evaluate third-party AI vendors to meet your lending goals

Leverage AI to develop sales strategy to maximize growth and customer success.

What You’ll Learn:

• Leverage external data for sales planning
• Strengthen customer service training with AI
• Improved Customer Communication – Anticipate customer communication barriers

How AI can shape your marketing strategy and campaign creation through customer personalization, generative content, and lifecycle engagement.

What You’ll Learn:

• Best Practices and Training
• Use AI for content creation across media
• Deliver hyper-personalized customer experiences
• Connect marketing strategy with business outcomes
• Analyzing campaign and marketing data

Practical use of AI for financial analysis, decision modeling, and scenario planning.

What You’ll Learn:

• Enhance financial analysis with AI tools
• Develop effective prompts for financial insights
• Model outcomes based on organizational goals
• Hands-on application with sample datasets and scenarios   
• Preparing your bank to evaluate third-party AI vendors for deeper data analysis 

Synthesizing lessons from the week and building an actionable roadmap for AI adoption in your bank.

What You’ll Learn:

• Reflect on key takeaways from each session
• Create an action plan for AI adoption
• Share best practices across institutions
• Define next steps and accountability measures