What to expect
An intimate, high impact event designed for women who are shaping the future of technology within North America’s leading financial institutions. The evening features the following:
- A candid fireside chat on the realities of reaching the C-suite.
- A thought-provoking panel on why Al’s transformation of financial services remains slower than promised.
- Curated networking with peers from top banks, insurers, and fintechs.
- Beautiful boutique surroundings at The Whitby Hotel.
Agenda
Fireside chat:
Carving a Path to the C-Suite: Biggest Tradeoffs, Important Sponsors, and Non Negotiables
Speaker: Capital Markets CIO
Host: Sonia Whang, Vice President – Financial Services, Version 1
A frank discussion exploring the realities behind senior level advancement: building sponsorship, navigating inflection points, and choosing what truly matters.
These challenges may feel insurmountable, but they also highlight the urgent need for smarter solutions that don’t just patch old problems — they transform the way organisations operate.
That’s where Intelligent Applications come in, fundamentally reimagining how people interact with technology to overcome these barriers and unlock new possibilities.
Panel:
Al Promised a Financial Services Revolution – So Why Are We Stuck at Incremental Change?
Speakers:
Beth Camesano – Barclays Managing Director, Global Head of Data and Records Risk
Karla Ferry – AWS Head of Data & GenAl, Global Financial Services GTM Specialists
Global Technology Head (TBC) – Tier 1 Investment Bank
Moderator: Carly McClintock, Account Director – Financial Services
This panel unpacks what’s stalling true Al transformation in financial services: legacy systems, risk appetite, regulatory constraints, fragmented data, and organizational inertia – and what it will actually take to unlock step change progress.
Who should attend
This event is tailored for senior female leaders and allies across the U.S. financial services and insurance sectors, including:
CIOs, CTOs, Chief Data/Analytics/AI Officers
SVPs/EVPs/Directors of Technology, Engineering, Architecture, Cloud, or Data
Heads of Digital Transformation, Innovation, or Automation
Leaders overseeing change, modernization, or core platform strategy
Influential women driving enterprise level technology decisions within banks, insurers, wealth managers, broker dealers, and
capital markets organizations
Attendance is limited to maintain the intimate, high value environment.
