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    Winning the Innovation Game:
    Modernizing IT Without Disruption





    May 13, 2025 
    Bloomberg LP | 731 Lexington Avenue | New York



      

    About The Event

    Finance and insurance industry executives are implementing groundbreaking AI, cybersecurity, and data management technologies to transform their workplaces at a rapid pace. Incorporating these new digital architectures offers opportunities to create efficiencies and provide utility to businesses and consumers alike. 


    However, real challenges could impede progress. As firms continue to integrate AI into their operations, leaders must train their workforce to utilize the technology appropriately. Evolving cybersecurity attacks are straining some of the biggest public and private organizations in the world, threatening infrastructure and industry, impacting firms' bottom lines, and harming consumer confidence. Finally, firms must resolve the present problems of data: clearing out silos, ensuring privacy, and successfully following specific compliance protocols and regulations. Partnerships between financial institutions, insurance companies, and technology providers will be key.


    What strategies can industry leaders use to harmonize new technologies? How can firms better upskill and prepare their workforce? How are organizations scaling their solutions across disparate industries?


    This event will convene industry leaders to: 

    • Collaborate on new solutions to some of the thorniest technology issues facing the finance and insurance industries today 
    • Spark new ideas by engaging with peers 
    • Amplify best practices to create a safer and more efficient workplace

    Our Speakers

    speaker image
    MB
    Mike Baker
    Senior Vice President, Chief Information & Technology Officer
    PGIM
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    KB
    Kristen Bessette
    Chief Data Officer
    Zurich North America
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    RI
    Ranjita Iyer
    Executive Vice President, NAM Services
    Mastercard
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    SO
    Sean O'Coiligh
    Director, Offensive Cyber Security
    Depository Trust & Clearing Corporation
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    HP
    Hilary Packer
    Executive Vice President & Chief Technology Officer
    American Express
    speaker image
    JS
    Jude Schramm
    Executive Vice President & Chief Information Officer
    Fifth Third Bancorp
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    MS
    Milan Shetti
    President & CEO
    Rocket Software
    speaker image
    PV
    Patricia Voight
    Chief Information Security Officer
    Webster Bank
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    LZ
    Larry Zelvin
    Executive Vice President & Head of Financial Crimes Unit
    BMO Financial Group

    Bloomberg Participants

    speaker image
    DG
    Diksha Gera
    Senior Analyst, Global Fintech and Payments
    Bloomberg Intelligence
    speaker image
    LM
    Lisa Mateo
    Business Correspondent
    Bloomberg
    speaker image
    TN
    Tomasz Noetzel
    Senior Bank Analyst
    Bloomberg Intelligence
    speaker image
    NP
    Niraj Patel
    Senior Software Analyst
    Bloomberg Intelligence

    Proudly Sponsored By

    Partner logo
Contact the organizer
Contact the organizer