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Collectively Driving Digital Transformation Excellence



UPCOMING EVENTS

A FORUM events are led and attended by members that are U.S. & global enterprise C-Suites, senior-level executives, accomplished professionals, and rising stars across intelligent automation (IA), artificial intelligence, technology, CoE, GBS, shared services, and digital & business transformation - and functional area leaders utilizing automation to enhance functional area operations.

View & Download the IA FORUM May 2026 EVENTS AGENDA >>>

ALL EVENTS ARE IN EASTERN (EST) TIME ZONE. 

        • Friday, May 15, 2026
        • 5:30 PM - 6:30 PM
        • Zoom
        • 29
        Register

        Agentic AI is rapidly moving into production across most enterprises. Teams are building agents, deploying co-pilots, and exploring autonomous workflows at an accelerating pace. Yet for many, the real challenge is only beginning.

        The question is no longer “What can we build?” It is “What actually works at scale?”

        Despite significant investment, most enterprise AI initiatives are struggling to move from promising pilots to reliable, production-grade systems. Engineers and architects are grappling with fragmented data environments, immature orchestration layers, rising infrastructure costs, and the growing complexity of managing multi-agent systems. At the same time, senior-level technology executives are being asked to ensure governance, security, and measurable business impact - often without clear standards or proven playbooks.

        In this highly interactive, member-driven working session, the event moderators will facilitate a structured, open exchange where all attendees are expected to actively contribute to the group conversation - sharing what is working, what is not, and to engage in a candid, group problem-solving dialogue around the most pressing challenges facing enterprise AI initiatives.

        Please Note - this is not a passive event. Throughout the event, all attendees are expected to actively participate in the discussion and contribute real-world challenges and solutions.

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

        • Moving from pilots to production: what is breaking at scale
        • Orchestrating multi-agent systems and managing failure modes
        • Data readiness, trust, and the role of the semantic layer
        • Cost, infrastructure constraints, and model optimization
        • Security, governance, and controlling agent sprawl
        • Closing the gap between AI capability and organizational readiness

        Rahul Chawla, Lead Business Intelligence Data Warehouse Engineer, GOOGLE

        Prasad Maderamitla, Senior & Principal Quality Engineering Leader, Artificial Intelligence, SALESFORCE

        Ashok Pal Singh Rathore, Senior Technical Program Manager, FACEBOOK (META)

        Robin Patra, Head Data & Analytics Manager, KEELEY COMPANIES

        • Wednesday, May 20, 2026
        • 6:30 PM - 7:30 PM
        • Zoom
        • 30
        Register

        LLM and GenAI capabilities are rapidly being embedded into enterprise workflows, customer-facing applications, and internal decisioning systems. As adoption accelerates, organizations are encountering a new class of security, governance, and control challenges that extend far beyond traditional application or data protection models. Systems that appear functional in early deployment stages are increasingly exposing risks around data leakage, prompt injection, uncontrolled outputs, and inconsistent policy enforcement when scaled across real-world environments.

        The challenge is no longer simply enabling AI - it’s controlling how these systems behave in production. This includes defining where guardrails must be enforced, how sensitive data is accessed and protected, how outputs are validated, and how governance models evolve alongside rapidly changing AI capabilities. At the same time, business and technology leaders must align on acceptable risk, operational accountability, and measurable impact - often without established standards or fully mature tooling.

        In this highly interactive, member-driven working session, the event moderators will facilitate a structured, open exchange where all attendees are expected to actively contribute to the group conversation - sharing what is working, what is not, and to engage in a candid, group problem-solving dialogue around the most pressing challenges facing enterprise LLM & GenAI security, guardrails, and governance at scale.

        Please Note - this is not a passive event. Throughout the event, all attendees are expected to actively participate in the discussion and contribute real-world challenges and solutions.

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

        • Where LLM and GenAI systems are breaking down from a security and control perspective in production environments, including prompt injection, data leakage, and uncontrolled outputs
        • How organizations are implementing guardrails at different layers of the stack, including input validation, output filtering, access controls, and policy enforcement
        • The challenges of governing AI systems across business and technical functions, including ownership, accountability, and risk alignment
        • How sensitive enterprise data is being accessed, restricted, and monitored within GenAI workflows
        • The approaches being used to balance security, usability, and performance without over-constraining system effectiveness
        • How organizations are operationalizing governance frameworks in environments where standards, tooling, and best practices are still evolving

        Sundeep Bobba, Cloud DevOps & Enterprise Systems Engineering Leader, SOUTHWEST AIRLINES

        Malavika Lakireddy, Global Director of Product Management, UBER

        Sibasis Padhi, Staff Software Engineer, Walmart Global Tech, WALMART

        Navita Singh, Principal Data Scientist - Autodesk Research, AUTODESK

        • Thursday, May 21, 2026
        • 7:30 PM - 8:30 PM
        • Zoom
        • 36
        Register

        Early-stage Agentic AI systems are delivering impressive initial results, but many are breaking down when exposed to real enterprise environments. What appears to work in controlled settings quickly becomes unstable when agents are required to interact with fragmented data systems, invoke multiple tools, and operate across longer, multi-step workflows. Outputs become inconsistent, failure points multiply, and debugging becomes increasingly opaque- leaving engineering and architecture teams stuck between promising prototypes and unreliable production systems.

        In response, organizations are beginning to formalize how agent-based systems are designed, structured, and governed - moving beyond prompt-level experimentation toward full architectural frameworks that account for orchestration, memory, tool usage, and failure handling. This includes rethinking how agents manage state, how decisions are evaluated, and how systems are instrumented for observability and control, enabling more predictable, scalable, and production-ready implementations.

        Please Note - this is not a passive event. Throughout - and at the end of the speakers’ presentation, all attendees are expected to actively participate in the discussion and contribute real-world challenges and solutions.

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

        • Designing multi-agent systems to handle complex workflows, including orchestration logic, tool chaining, and state management across tasks
        • Identifying where agent-based systems break down in production environments, including failure modes such as hallucinations, tool misuse, latency issues, and inconsistent outputs - and implementing mitigation approaches
        • Integrating enterprise data systems into agent workflows, including retrieval strategies, API interaction patterns, and data access constraints
        • Implementing guardrails, observability, and evaluation frameworks to improve reliability, traceability, and system performance over time

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

        • Wednesday, May 27, 2026
        • 5:15 PM - 6:15 PM
        • Zoom
        • 35
        Register

        The mandate sounds simple: move faster, deliver more, and do it with fewer people. But inside enterprise AI initiatives, that mandate is colliding with a very different reality. Teams are being asked to operationalize Agentic AI, rebuild data foundations, and integrate entirely new capabilities into legacy environments - while existing delivery models quietly break under the weight of it all. What used to be predictable roadmaps have become moving targets, and even the most experienced leaders are finding that traditional resourcing, planning, and execution strategies no longer hold.

        In response, leading organizations are starting to rethink how work actually gets done - shifting toward leaner, more adaptive team structures, redefining roles across engineering and product, and prioritizing fewer, higher-impact initiatives that can realistically be delivered. In turn, leaders are navigating these constraints in real time, making trade-offs across priorities, and recalibrating execution models to maintain momentum without overextending teams or compromising outcomes.

        Please Note - this is not a passive event. At the end of the speakers’ presentation, all attendees are expected to actively participate in the discussion and contribute real-world challenges and solutions.

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

        • How enterprise teams are restructuring roles and responsibilities to support AI-driven initiatives without expanding headcount
        • Where traditional project management and delivery models are failing - and how leaders are adapting execution frameworks in response
        • How organizations are prioritizing AI and data initiatives under constrained resources while maintaining measurable business impact
        • The trade-offs leaders are making between speed, quality, and scalability - and how those decisions are playing out in production environments

        Bobbie Long, Senior Vice President, Global Engineering Lead, Digital Automation & Infrastructure Services, Quality, CITI

        Ashok Pal Singh Rathore, Senior Technical Program Manager, FACEBOOK (META)

        Suzanne LaLena, Senior Vice President, Automation Engineering, BNY

        Elezebeth Daisy George Daniel, Service Delivery Leader, Supply Chain, SOLENIS

        Moderator: Gaurav Basra, Chief Executive Officer, BASRA CONSULTING SERVICES

        • Thursday, May 28, 2026
        • 7:30 PM - 8:30 PM
        • Zoom
        • 35
        Register

        Enterprise Retrieval-Augmented Generation (RAG) systems are being deployed rapidly, but many are failing to deliver consistent, reliable outputs when exposed to real-world data environments. What begins as a straightforward retrieval pipeline often becomes unstable as data quality issues, poor chunking strategies, weak embedding alignment, and inefficient indexing approaches compound. As system complexity increases, retrieval precision degrades, latency rises, and outputs become less grounded - creating significant challenges for engineering and architecture teams responsible for production performance.

        As these challenges surface, organizations are moving toward more rigorous approaches to designing, tuning, and validating RAG systems - placing greater emphasis on data preprocessing pipelines, retrieval optimization, indexing strategies, and evaluation methodologies. This includes refining how data is chunked and embedded, how vector search is tuned, and how retrieval outputs are validated and monitored, enabling more deterministic, scalable, and high-performing systems in production environments.

        Please Note - this is not a passive event. At the end of the speakers’ presentation, all attendees are expected to actively participate in the discussion and contribute real-world challenges and solutions.

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

        • How data ingestion and preprocessing pipelines are being structured, including chunking strategies, metadata enrichment, and embedding model selection
        • Where retrieval pipelines break down at scale, including issues with vector similarity, context dilution, and irrelevant document surfacing - and how these are being addressed
        • How indexing and vector database strategies are being optimized for performance, including hybrid search approaches, re-ranking techniques, and latency considerations
        • The evaluation and monitoring frameworks being implemented to measure retrieval quality, grounding accuracy, and system performance over time

        Chirag Shah, Global Chief Information Security Officer & Data Protection Officer, MODEL N

        Deep Patel, Senior Data Engineering Lead, ROBINHOOD

        Gladson Baby, Vice President & Director of Data & AI Enablement, Intelligent Automation & System Integration, FIFTH THIRD BANK

        Pradeep Madhavankutty, Director, AI Delivery & Product Development, STANDARD CHARTERED

        Moderator: Jacqueline Starr, IT Business Analysis Senior Specialist, CNA INSURANCE

        • Friday, May 29, 2026
        • 5:30 PM - 6:30 PM
        • Zoom
        • 35
        Register

        Over the past several years, enterprises have made significant investments in data platforms, governance frameworks, and analytics capabilities. Yet as AI initiatives accelerate, many organizations are finding that their data environments remain fragmented, misaligned, and difficult to operationalize at scale. What was intended to be a strategic asset is often still functioning as a constraint - slowing down AI adoption, limiting visibility, and creating disconnects between technical capabilities and business priorities.

        As AI becomes more deeply embedded into core business functions, data strategy is being reframed as a business-critical discipline rather than a technical function. Organizations are redefining how data is governed, prioritized, and funded - placing greater emphasis on aligning data initiatives to revenue generation, risk management, and operational performance. This shift requires clearer ownership models, tighter integration between business and technology teams, and more disciplined approaches to measuring the impact of data investments across the enterprise.

        Please Note - this is not a passive event. At the end of the speakers’ presentation, all attendees are expected to actively participate in the discussion and contribute real-world challenges and solutions.

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

        • How enterprise data strategies are being realigned to directly support AI initiatives, revenue growth, and operational performance
        • Where existing data investments are failing to deliver business value, and how organizations are reassessing priorities, funding models, and execution approaches
        • How ownership and accountability for data are being structured across business and technology functions to improve alignment and outcomes
        • The approaches being used to measure the business impact of data initiatives, including performance metrics tied to revenue, risk, and efficiency

        Amit Shivpuja, Director of Data Product & Artificial Intelligence Enablement, WALMART

        Sundar Krishnan, Director, Artificial Intelligence & Machine Learning, OPTIMUM

        Sai Krishnan Mohan, Vice President, Data & Analytics, BAJAJ AUTO

        Subba Rao Katragadda, Senior Principal Data Engineer, JOHNSON & JOHNSON MEDTECH

        Moderator: Vijay Jakka, Former Digital, AI, Analytics & Data Governance Global Leader, METLIFE

      Wednesday, April 29, 2026 SPOTLIGHT PRESENTATION: BEYOND RPA - THE RISE OF AGENTIC AI
      Sunday, April 26, 2026 WORKSHOP: THE QUANTUM ENTANGLEMENT OF GOVERNANCE, RISK & TECHNOLOGY
      Tuesday, April 14, 2026 NETWORKING SOCIAL MIXER
      Thursday, April 09, 2026 PANEL DISCUSSION: ALIGNING IA & AI TOOLS TO FINANCE USE CASES & OUTCOMES
      Wednesday, April 08, 2026 PANEL DISCUSSION: LEVERAGING ENTERPRISE DATA & ANALYTICS TO MAXIMIZE BUSINESS VALUE
      Saturday, March 07, 2026 SPOTLIGHT PRESENTATION: AI TO ENHANCE RETAIL CUSTOMER EXPERIENCES
      Friday, March 06, 2026 “WOMEN IN TECHNOLOGY” ROUNDTABLE DISCUSSION
      Thursday, March 05, 2026 PANEL DISCUSSION: CONVERTING FRAGMENTED DATA INTO INTELLIGENT BUSINESS DECISIONS
      Friday, February 27, 2026 NETWORKING & SOCIAL MIXER POWER HOUR
      Thursday, February 26, 2026 PANEL DISCUSSION: ENTERPRISE IT THAT ENABLES GROWTH, AGILITY & VALUE CREATION
      Friday, February 20, 2026 PANEL DISCUSSION: DATA ENGINEERING SYSTEMS TO DRIVE ENTERPRISE DIGITAL TRANSFORMATION OPTIMIZATION & ENHANCED BUSINESS OUTCOMES
      Friday, February 13, 2026 SPOTLIGHT PRESENTATION: BEYOND THE BUZZ: HOW ENTERPRISES MAKE ARTIFICIAL INTELLIGENCE ACTUALLY WORK
      Thursday, February 12, 2026 ROUNDTABLE DISCUSSION: MIT REPORT: 95% OF GENERATIVE AI PILOTS AT COMPANIES ARE FAILING
      Saturday, February 07, 2026 WORKSHOP: DESIGNING HIGH-TRUST API SYSTEMS FOR FINANCIAL TRANSACTIONS - SECURITY, SPEED & SCALABILITY
      Friday, February 06, 2026 PANEL DISCUSSION: CHAT AI IN BFSI - BALANCING INNOVATION, COMPLIANCE AND CUSTOMER TRUST
      Saturday, January 31, 2026 LECTURE: QUANTUM COMPUTING - REDEFINING COMPUTATION IN THE AGE OF HYBRID INTELLIGENCE
      Friday, January 30, 2026 SPOTLIGHT PRESENTATION: THE MEDALLION ARCHITECTURE BLUEPRINT - BUILDING AI-READY DATA ECOSYSTEMS IN ENTERPRISES
      Thursday, January 29, 2026 SPOTLIGHT PRESENTATION: CONNECTING THE DOTS - ENSURING CUSTOMER DATA INTEGRITY WITH GRAPH DATABASES
      Saturday, January 24, 2026 LECTURE: BUILDING DATA AS A PRODUCT IN THE AGE OF ARTIFICIAL INTELLIGENCE
      Thursday, January 22, 2026 SPOTLIGHT PRESENTATION: ON-DEVICE AI FOR TRUST, PRIVACY AND REAL-TIME DECISIONS IN NEXT GEN FINTECH
      Wednesday, January 21, 2026 PANEL DISCUSSION: DRIVING OPERATIONAL EXCELLENCE INTO THE ENTERPRISE WITH HYPERAUTOMATION & CONVERGED AUTOMATION PLATFORMS
      Thursday, November 20, 2025 PANEL DISCUSSION: SELECTING THE RIGHT INTELLIGENT AUTOMATION TOOLS FOR OPTIMIZED BUSINESS CASE IMPACT
      Thursday, November 13, 2025 PANEL DISCUSSION: BUILDING TRUSTED & SCALABLE ENTERPRISE KNOWLEDGE SYSTEMS WITH GENERATIVE AI
      Thursday, November 06, 2025 PANEL DISCUSSION: HOW TO KEEP TEAMS ENGAGED, MOTIVATED & PRODUCTIVE DURING UNCERTAIN TIMES
      Saturday, October 25, 2025 HANDS-ON WORKSHOP: BUILDING & SHOWCASING YOUR WORK PROJECT PORTFOLIO - A MUST-HAVE CAREER TOOL FOR EVERY TECH PROFESSIONAL
      Friday, October 24, 2025 PANEL DISCUSSION: SUCCESSFULLY MANAGING CO-PILOT AT SCALE - ENTERPRISE GOVERNANCE, INTEGRATION, AND VALUE REALIZATION
      Thursday, October 23, 2025 COLLABORATION ROUNDTABLE DISCUSSION: OPERATIONALIZING AGENTIC AI - FROM PILOT TO ENTERPRISE REALITY
      Thursday, October 16, 2025 FIRESIDE CHAT: SCALING INTELLIGENT AUTOMATION - FROM PROCESS EFFICIENCY TO ENTERPRISE TRANSFORMATION
      Wednesday, October 15, 2025 NETWORKING POWER HOUR
      Saturday, September 27, 2025 ROUNDTABLE DISCUSSION: STRATEGIES TO ENSURE JOB SECURITY & STRATEGIC RELEVANCE FOR TECHNOLOGY LEADERS AMID CORPORATE RE-ORG & DOWNSIZING
      Thursday, September 25, 2025 PANEL DISCUSSION: THE EMERGING TECHNOLOGY LANDSCAPE - WHAT TO ADOPT & AVOID AND HOW TO PREPARE FOR THE NEXT WAVE OF COMPETITIVE ADVANTAGE
      Wednesday, September 24, 2025 ADVISORY BOARD MEETING & NETWORKING POWER HOUR
      Friday, September 19, 2025 FIRESIDE CHAT: RAG VERSUS CAG FRAMEWORK - CHOOSING THE RIGHT ARCHITECTURE FOR ENTERPRISE AI
      Wednesday, September 17, 2025 NETWORKING POWER HOUR
      Friday, September 12, 2025 PANEL DISCUSSION: GENERATIVE AI & LLM SECURITY AND COMPLIANCE - NAVIGATING THE RISK LANDSCAPE OF ENTERPRISE AI ADOPTION
      Thursday, August 21, 2025 PANEL DISCUSSION: AGENTIC AI - DESIGNING, DEPLOYING, AND MANAGING MULTI-AGENT SYSTEMS FOR ENTERPRISE SCALE
      Friday, August 15, 2025 FIRESIDE CHAT: THE AUTONOMOUS ENTERPRISE - BUILDING A SELF-DRIVING BUSINESS WITH AI & INTELLIGENT AUTOMATION
      Wednesday, August 13, 2025 SPOTLIGHT PRESENTATION & ROUNDTABLE DISCUSSION: MAXIMIZING CLOUD VALUE - FROM STRATEGY TO SCALE THROUGH RESILIENCE & INNOVATION
      Friday, August 08, 2025 ALL MEMBERS NETWORKING POWER HOUR
      Thursday, July 31, 2025 TECHNICAL WORKSHOP: HOW TO DESIGN & DEPLOY AN AGENTIC AI AGENT
      Tuesday, July 29, 2025 PANEL DISCUSSION: BUILD OR BUY? DETERMINING THE BEST DIRECTION TO ADDRESS BUSINESS CHALLENGES & LEVERAGE OPPORTUNITIES
      Friday, July 25, 2025 “WOMEN IN TECHNOLOGY” ADVISORY BOARD MEETING & NETWORKING HUDDLE
      Thursday, July 24, 2025 LECTURE: FROM IDEA TO IMPACT - EVALUATING AUTOMATION PROJECT FEASIBILITY
      Wednesday, July 23, 2025 PANEL DISCUSSION: GOVERNING GENERATIVE AI & LLMs - CONTROL, COMPLIANCE & ARCHITECTURE AT SCALE
      Thursday, July 17, 2025 LECTURE: STRATEGIC DISCOVERY - A FRAMEWORK FOR IDENTIFYING HIGH-VALUE AI USE CASES
      Tuesday, July 15, 2025 ADVISORY BOARD MEETING & NETWORKING HUDDLE
      Thursday, July 10, 2025 ALL MEMBERS NETWORKING POWER HOUR
      Thursday, June 26, 2025 HANDS-ON SHOWCASE: FUTURE OF AGENTIC & AI AGENTS IN ENTERPRISE - A STRATEGIC ROADMAP FOR INTEGRATION
      Tuesday, June 24, 2025 C-SUITE PANEL DISCUSSION: NAVIGATING ARTIFICIAL INTELLIGENCE/DATA ETHICS - BALANCING INNOVATION, COMPLIANCE & TRUST
      Thursday, June 19, 2025 PANEL DISCUSSION: HARNESSING IA & AI TO EMPOWER HUMAN POTENTIAL
      Thursday, June 12, 2025 WORKSHOP: LEVERAGING CUSTOMER EXPERIENCE JOURNEY MAPPING TO FORMULATE A LEAN PRODUCT ROADMAP FOR ARTIFICIAL INTELLIGENCE AND INTELLIGENT AUTOMATION
      Wednesday, June 11, 2025 PANEL DISCUSSION: HOW GENERATIVE AI IS TRANSFORMING ENTERPRISE DATA ANALYTICS FOR SPEED, SCALE & STRATEGY
      Thursday, June 05, 2025 ALL MEMBERS NETWORKING POWER HOUR
      Wednesday, May 28, 2025 NETWORKING POWER HOUR
      Wednesday, May 21, 2025 “WOMEN IN TECHNOLOGY” ROUNDTABLE DISCUSSION & NETWORKING HUDDLE
      Tuesday, May 20, 2025 LECTURE: HUMAN “ON” THE LOOP VS. “IN” THE LOOP - REDEFINING CONTROL IN THE AGE OF AUTONOMOUS SYSTEMS
      Thursday, May 15, 2025 PANEL DISCUSSION: HALLUCINATING AT SCALE - WHAT ENTERPRISE LEADERS MUST KNOW ABOUT GENERATIVE AI’S BLIND SPOTS
      Wednesday, May 14, 2025 USE CASE: AI-ENABLED WAREHOUSING & LOGISTICS - STRATEGIES FOR NEXT-GEN SUPPLY CHAINS
      Thursday, May 08, 2025 NETWORKING POWER HOUR
      Tuesday, April 22, 2025 LECTURE: DATA FIRST, AI NEXT - A ROADMAP FOR SUSTAINABLE INNOVATION
      Thursday, April 17, 2025 NETWORKING POWER HOUR
      Thursday, April 10, 2025 IA FORUM "ADVISORY BOARD" MEETING & NETWORKING HUDDLE
      Wednesday, April 09, 2025 ROUNDTABLE DISCUSSION: UNLOCKING AI’S FULL POTENTIAL IN BFSI - INNOVATION, RISKS & REAL-WORLD IMPACT
      Monday, April 07, 2025 “C-SUITE COUNCIL” ROUNDTABLE DISCUSSION
      Friday, April 04, 2025 PANEL DISCUSSION: MASTERING DATA ANALYTICS FOR ENTERPRISE-WIDE IMPACT
      Wednesday, March 26, 2025 HANDS-ON SHOWCASE: AI - UNLOCKING THE POWER OF AUTONOMOUS AGENTS
      Monday, March 24, 2025 LECTURE: GOVERNING DATA AT SCALE - ENSURING TRUST, VALUE & RESILIENCE
      Friday, March 21, 2025 USE CASE: PLAYBOOK TO WIN IN AN AI AGE - AN ENTERPRISE USE CASE VIEW
      Tuesday, March 18, 2025 PANEL DISCUSSION & NETWORKING HUDDLE: LEVERAGING IA & AI TO DRIVE ENHANCED BUSINESS VALUE
      Friday, March 14, 2025 NETWORKING DINNER PARTY
      Wednesday, March 12, 2025 ROUNDTABLE DISCUSSION & NETWORKING HUDDLE: BEST PRACTICES FOR BUILDING AND SCALING AN IA & AI CENTER OF EXCELLENCE
      Tuesday, March 11, 2025 “C-SUITE COUNCIL” ROUNDTABLE DISCUSSION