April 30, 2019
Eligible for CPE Credits Earn 5.5 CPE Credits at this event! Click here for more details.

Agenda | Location

This event consists of a series of Seminar presentations, followed by a Panel Discussion. The Seminar presentations will address the critical technologies needed to support AI, machine learning, and RPA initiatives. The Panel Discussion will discuss insights & practical tips for financial firms. Read on for a full description.

Seminar | AI, machine learning, and automation are transforming virtually every business process within financial services firms. But how should financial firms approach implementing these new capabilities? Which areas are ripest for transformation, and which tools are best-in-breed for enabling that transformation? And what are the most compelling business cases?

This seminar addresses the critical tools and technologies needed to launch and grow AI, machine learning, and robotics process automation (RPA) initiatives. It covers best practices for designing, implementing and operating these tools, and provides operational metrics to validate your organization’s performance against those who are best-in-breed.

Participants will walk away with enhanced insight into how to apply AI, machine learning, and robotic process automation to their enterprise organizations. They’ll receive actionable recommendations, metrics, and best practices for rolling out and deploying these new technologies. And they’ll gain an understanding of how to craft compelling business cases, and articulate for business leaders what kind of return on investment to expect.

Panel Discussion | You’ve launched an AI, ML, or RPA initiative (or initiatives.) You’re seeing results. But are your operations and business benefits in line with those of best-in-breed financial firms?
This panel of industry experts will share insights, metrics, and practical tips for developing the business case. You’ll learn:

  • The top three use cases for AI, ML, and RPA
  • How to define effective roles for IT and business in automation and digital Transformation
  • How to implement the right data management and governance for you rAI/ML/RPA initiatives
  • Key issues to consider when implementing these technologies, including the growing area of regulations, and digital ethics on topics (algorithm legal defense, credit scores and biases, algorithmic biases, auditability & traceability)

Do you have a question for Panelists? Submit it here and they will address it at the event.


8:00AM-8:30AM Registration & Breakfast

8:30AM-8:35AM WSTA Introductions: Ken DeGiglio, Chief Information Officer, Equilend and WSTA 2nd Vice President

8:35AM-9:15AM Keynote Presentation: “AI, Digital Transformation, and You: What Financial Firms Should Know About AI”

9:15AM-9:40AM Premier Sponsor Presentation: “A Practical Approach for Integrating RPA and AI into Financial Services”

9:40AM-10:05AM Luncheon Sponsor Presentation: “Democratizing Process Automation with AI and RPA”

10:05AM-10:30AM Break & Demo Area Visit

10:30AM-10:55AM Presentation: “Next Best Action in Action: Case Studies in Search & AI Powered Insights and Analytics”

10:55AM-11:20AM Presentation: “Future-Forward Business Apps with AI, RPA & DPA”

11:20AM-11:45AM Presentation: “IO for GPU-Accelerated AI/ML”

11:45AM-12:15PM Luncheon and Demo Area Visit

12:15PM-2:00PM Panel Kickoff/Discussion

2:00PM- Seminar/Panel Concludes

Eligible for CPE Credits

Earn 5.5 CPE Credits at this event! Click here for more details.

The Yale Club of New York City
50 Vanderbilt Avenue
New York, NY
United States