IA GUILD ROUNDTABLE DISCUSSION

Peer-to-peer discussion - and light food/beverage break.

Moderator: Jules Miller, IA Insights & Community Liaison Officer, IA FORUM

* Event times are in Eastern Standard Time zone (EST).

NETWORKING POWER HOUR

Join your peers for a virtual networking power hour - and light food/beverage break.

* Event times are in Eastern Standard Time zone (EST).

GOVERNING DATA AT SCALE - ENSURING TRUST, VALUE & RESILIENCE 

Duffie Brunson, Research Sabbatical & Director, Enterprise Data Oversight, FANNIE MAE

In today’s data-driven economy, ensuring enterprise-wide data integrity, governance, and accessibility is no longer optional - it’s critical for organizational success. This lecture will explore the pivotal role of enterprise data oversight in building resilient frameworks that align data strategy with business goals. Drawing from deep experience in large-scale oversight and governance, the session will focus on managing risks, streamlining processes, and enhancing decision-making with robust data governance practices.

In this session, topics of discussion will include, yet will not be limited to:

• Building a scalable enterprise data governance framework
• Balancing data accessibility with security and compliance
• Identifying and mitigating risks in enterprise data ecosystems
• Best practices for aligning data oversight with business outcomes

5:00pm - 5:30pm - Optional extended time for NETWORKING!

* Event times are in Eastern Standard Time zone (EST).

SCALING SUCCESS: BEST PRACTICES FOR BUILDING & SCALING AN AI CENTER OF EXCELLENCE

Peer-to-peer roundtable discussion - and light food/beverage break.

Moderator: Jules Miller, Chief IA Insights & Community Liaison Officer, IA FORUM

Topics of discussion will include, yet will not be limited to:

• Defining the AI CoE: purpose, structure & goals
• Building cross-functional collaboration across departments
• Overcoming challenges in AI implementation & adoption
• Governance & ethical AI practices
• Measuring Success: KPIs & ROI for AI initiatives

* Event times are in Eastern Standard Time zone (EST).

DATA FIRST, AI NEXT - A ROADMAP FOR SUSTAINABLE INNOVATION

Stephen Harris, Former Corporate Vice President, Global Head of Data Science & AI Growth Analytics, MICROSOFT

Is your organization truly ready for AI? Effective AI starts with effective data, and without strong foundations, even the most advanced AI initiatives will fail.  In this thought-provoking discussion, discover why data management, regulatory compliance, and validation of AI outputs are critical to achieving real success.  Explore the importance of data curation, the need for rigorous AI validation, and how organizations can build resilient data ecosystems to drive sustainable AI success.

RESILIENCE AGAINST RISK: UNDERSTANDING & MANAGING EVOLVING THREATS

Harris Schwartz, Former Chief Information Security Officer, AON
Harry Arruda, Chief Executive Officer, COOKE & ASSOCIATES

In an increasingly complex and volatile world, organizations face a relentless wave of threats—from cyberattacks and insider risks to geopolitical instability and environmental disruptions. Building resilience is no longer optional; it’s imperative. This workshop explores the evolving threat landscape and equips leaders with strategies to identify, assess, and mitigate risks effectively. Participants will gain insights into modern threat intelligence, proactive risk management, and the critical role of cross-sector collaboration in safeguarding people, assets, and operations.

Topics of discussion will include, yet will not be limited to:

•  Defining and identifying modern threats across physical, cyber, and geopolitical domains
• Addressing insider threats and improving organizational trust and security
• Effective crisis communication strategies for internal and external stakeholders
• Strengthening resilience through public-private partnerships and collaboration

* Event times listed in Eastern Standard Time zone (EST).

C-SUITE COUNCIL ROUNDTABLE DISCUSSION - by invitation only.

C-Suite peer-to-peer roundtable discussion.  Topic of discussion soon to come!

Moderator: Jules Miller, IA Insights & Community Liaison Officer, IA FORUM

* Event times are in Eastern Standard Time Zone (EST).

LEVERAGING IA & AI TO DRIVE ENHANCED BUSINESS VALUE 

Sangram Dhumal, Director, Intelligent Automation & Data Engineering CoE, OXFORD PROPERTIES
Jeff Machols, Vice President & Head of Continuous Improvement Sustainability, NEW YORK LIFE INSURANCE COMPANY

Intelligent automation and artificial intelligence technologies are no longer just industry buzzwords - they are game-changing tools driving measurable business value across various lines of business within organizations.  However, identifying the right opportunities and implementing these technologies effectively can pose significant challenges. This panel discussion will explore how leading organizations are optimizing processes, enhancing decision-making, and achieving significant business outcomes utilizing AI and IA.

Topic of discussion will include, yet will not be limited to:

• Identifying high-impact areas for IA and AI implementation across various lines of business
• Strategies to align IA & AI initiatives with business goals and ROI
• Overcoming challenges like scalability, data readiness, and adoption barriers

5:00pm - 5:30pm - Optional extended time for NETWORKING!

* Event times are listed in Eastern Standard Time zone (EST).

Intelligent automation and artificial intelligence are transforming the way we work, creating opportunities to enhance human productivity while driving innovation. However, aligning these technologies with workforce capabilities requires strategic vision and execution. This panel will explore how organizations are redefining roles, optimizing processes, and unlocking the full potential of their people through the thoughtful integration of IA and AI.

In this session, topics of discussion will include, yet will not be limited to:

 Evolving relationship between AI, automation, and the workforce

• Strategies for upskilling and empowering employees in an automated world

• How organizations are leveraging IA and AI to drive innovation and efficiency

• Overcoming challenges of cultural change and technology adoption

4:30pm - 5:00pm - Extended time for NETWORKING!

* Event times in Eastern Standard Time zone (EST).

AGENTIC AI: UNLOCKING THE POWER OF AUTONOMOUS AGENTS

Santhosh Vijayabaskar, Director, Intelligent Automation and Process Excellence, FIDELITY INVESTMENTS

As AI systems grow increasingly autonomous, the rise of Agentic AI represents both unprecedented opportunities and complex challenges for organizations worldwide. These intelligent agents are capable of making decisions, executing tasks, and adapting to changing environments without constant human oversight. In this workshop, we’ll explore the transformative potential of Agentic AI, the ethical and operational considerations it introduces, and how organizations can prepare for an AI-driven future where autonomous agents play a central role in driving innovation and efficiency.

Topics of discussion will include, yet will not be limited to:

• Defining Agentic AI and its role in next-generation automation and decision-making
• Ethical and regulatory considerations for deploying autonomous AI agents
• Strategies for integrating Agentic AI into existing organizational workflows
• Balancing autonomy and human oversight to ensure responsible AI outcomes

* Event times are listed in Eastern Standard Time zone (EST).