Name
Leadership Makes the Difference: Using AI to Complement Your Firm’s Strengths
Date & Time
Tuesday, February 3, 2026, 2:45 PM - 3:15 PM
Rob Milmore Ellie Jurado-Nieves Jeremi Karnell
Description

Artificial Intelligence (AI) is rapidly transforming the financial services landscape, from compliance and client engagement to portfolio management and operations. This panel brings together industry leaders to explore how financial services firms can harness AI responsibly and strategically, ensuring it supports your team and aligns with your goals. Panelists will share insights on developing an AI leadership culture, balancing innovation with regulatory obligations and ensuring ethical and transparent use of AI tools. Discussion will center on using AI effectively in business operations, risk management, cybersecurity, client communications and data analytics. Executives, compliance professionals and service providers will gain an understanding of how to lead with confidence in an AI-driven future and identify opportunities where AI will truly enhance efficiency, compliance and client value.

Track Sponsored by:

 

Location Name
Sandpiper Salon
Full Address
Sheraton San Diego Resort
1380 Harbor Island Dr
San Diego, CA 92101
United States