Welcome Remarks 
Dale Brown, CAE, President & CEO, Financial Services Institute 
 
Leadership in an AI-Driven World: Insights from FSI’s AI Task Force Artificial intelligence is reshaping how we lead, make decisions and serve clients. Discover how independent financial services firms are reimagining collaboration, harnessing AI’s potential and bridging the gap between technological capabilities and strategic goals. How will your firm build the necessary AI knowledge, cultivate an AI-first mindset and hone AI-specific skills? Gain practical guidance on navigating disruption, managing risk and leading with clarity and confidence. Leaders of FSI’s AI Task Force will share ways AI has already transformed our industry, along with other insights from the newly published white paper.

Speakers Include: 
Colleen Bell, President, Innovation and Experience, Cambridge Investment Research 
Clayton Chandler, Chief Security Privacy & Data Officer, Osaic 
Robert (Bob) Coppola, Chief Technology Officer, Sanctuary Wealth 
Moderator: Mark Steffe, President & CEO, First Command