Senior leaders across banking, financial services, and insurance will convene at the New York Marriott Downtown on March 25, 2026, for one of the most focused gatherings of data, AI, and risk leadership in the industry: the CDO Magazine New York City CDO Financial Forum.

Hosted in the financial capital of the world, the invitation-only forum will bring together decision-makers from organizations including JPMorganChase, Citi, Truist, TD, New York Life, Dow Jones, Wells Fargo, Synchrony Financial, Marsh, Mastercard, and other leading institutions across the financial ecosystem.

Designed specifically for Chief Data Officers, Chief Analytics Officers, AI leaders, and senior risk and audit executives, the forum is set to explore how data governance, AI strategy, model risk, and enterprise data architecture are shaping the next era of financial markets.

Why financial leaders are paying attention

Financial institutions are entering a new phase of transformation where AI, data governance, regulatory oversight, and capital allocation are deeply intertwined.

The New York City CDO Financial Forum is designed to unpack the realities behind the headlines:

• How AI is influencing capital decisions and risk exposure
• How financial institutions operationalize trust and governance
• How model validation, data quality, and regulatory compliance intersect
• What actually works when deploying AI inside regulated environments

“Financial institutions are operating at the intersection of innovation, regulation, and market volatility,” says Corey Maxner, Senior Director of Community & Operations at CDO Magazine. “The New York City CDO Financial Forum creates a rare environment where leaders can step away from the noise and engage in honest discussions about how data and AI are reshaping financial decision-making at scale.”

Opening Keynote: A New CDO Playbook for Wall Street

The day begins with a keynote from James Massa, Senior Executive Director, Software Engineering and Architecture at JPMorganChase, titled:

Offense. Defense. Winning at Scale: A New CDO Playbook for Wall Street

As financial institutions scale AI and modernize their data infrastructure, CDOs are increasingly responsible for balancing two forces:

Innovation and speed

Control, governance, and regulatory resilience

Massa will explore how leading institutions are building data platforms and engineering practices that support both offense and defense simultaneously, enabling innovation without compromising control.

Afternoon Keynote: Owning the Financial Data Ecosystem

This keynote session, to be delivered by Dr. Tiffany Perkins-Munn, JPMorganChase Head of Business Execution & Policy, will focus on a growing strategic priority across Wall Street:

Own the Ecosystem: The New Power Play on Wall Street

The conversation will examine how organizations are moving beyond isolated AI projects toward ecosystem-level control of data, platforms, and partnerships.

6 critical conversations financial data leaders can’t ignore

Beyond the keynotes, the forum dives into the most urgent issues facing data and AI leadership across banking, insurance, and capital markets.

1. Catch Me If You Can: The New Rule of Financial Crimes

Speakers:

• Sabrina Chen, US Head of Financial Crimes Analytics, AML RightSource
• Carlo Nastasi, Special Agent at Internal Revenue Service – Criminal Investigations
• Matthew Holtman, Executive Director, JPMorganChase

Financial crime is evolving as quickly as the technologies designed to detect it.

This session explores how advanced analytics, AI-driven detection, and modern data architectures are changing the fight against fraud, money laundering, and financial crime across global institutions.

2. Running with AI Scissors: Lessons We Were Warned About

Speakers:

• Catherine Ihonvbere, Head of Product Controls Analytics, JPMorgan Chase Connected Commerce, JPMorganChase
• Vinod Shenoy, Executive Director – Conversational AI, Morgan Stanley
• Thomas Rizzo, Director – Chief Architect
• Sung-Ho Ahn, MD, Deputy General Auditor – Clearing & Securities Svcs, Risk and Data, DTCC

As generative AI and machine learning systems move into production, financial institutions are encountering the practical consequences of deploying AI at scale.

Leaders will examine where AI initiatives went wrong, what governance gaps emerged, and what organizations are doing differently now.

3. Built Fast, Control Optional: When Innovation Outruns Governance

Speakers:

• Sarita Bakst, Chief Data Officer, TD
• Wilmarie Rios, Vice President, Analytics (Chief Data Office), Synchrony Financial
• Raman Tallamraju, Senior Director, Head of Enterprise Data Architecture and Engineering, Vanguard
• Jay Krish, Senior Vice President, Goldman Sachs

Everyone in financial services recognizes the pressure: Ship faster. Scale the platform. Stand up the model.

But speed has consequences.

As data pipelines multiply and AI layers on top of complex architectures, leaders are confronting a fundamental question: Do we truly understand the environments we are building?

This session explores how financial institutions are restoring visibility, control, and governance across increasingly complex data and AI ecosystems.

More High-Impact Discussions on the Agenda

4. Trust Me, I’m a Model: Famous Last Words in High-Stakes Finance

Speakers:

• Arun Maheshwari, Executive Director, Morgan Stanley
• Xin Tu, Head of Data Gov and IT Audit, 
• Viktoriya Smith, SVP, Citi
• Sol Benjamin, Vice President of Product Semantic Intelligence & Data Agent Platforms, JPMorganChase

Model risk is no longer a niche compliance concern. It sits at the heart of modern financial operations.

This discussion explores how organizations are strengthening model governance, explainability, and auditability as AI increasingly influences real financial decisions.

5. Measure Twice, Deploy Once

Speakers:

• Chris Armao, Managing Director, Firmwide Head of Data Strategy, JPMorganChase
• Radhika Bajpai, Chief Information Security Officer, Russell Investments
• Monil Pandya, Managing Director, Citigroup
• Namrata Shah, Managing Director, AI Adoption, Finance Transformation, Engineering COE & Investment Technology

AI models now influence capital allocation, risk exposure, portfolio strategy, and regulatory reporting. But financial institutions operate under a different rule than most industries:

Speed is not the objective. Correctness is.

This session examines the operational realities of deploying AI inside highly regulated financial environments, focusing on:

• Data quality
• Model validation
• Governance frameworks
• Operational readiness

6. Trading Places: When Accountability Changes Seats

Speakers:

• Andrew Reiskind, Chief Data Officer, Mastercard
• Charles Morris, SVP, Agentic Enterprise Strategy Leader, Truist
• Sami Huovilainen, Managing Director, Head of Next Gen Analytics, CITI
• Diego de Aragao, SVP, Balance Sheet Executive Decision Support, Data Analytics & AI, CITI

As AI adoption accelerates, responsibility for data, models, and decisions is shifting across organizations. This panel explores how accountability is evolving across data teams, risk organizations, engineering groups, and business leadership.

A forum built for depth, not noise

Unlike traditional conferences with overlapping tracks and fragmented agendas, the CDO Magazine Financial Forum is intentionally designed for deep engagement.

The single-room format ensures that every participant shares the same conversations, building continuity and creating opportunities for meaningful discussion throughout the day.

Participants will gain:

• Direct insights from peers leading enterprise AI transformation
• Real-world lessons from deploying AI in regulated industries
• Practical strategies for balancing innovation and governance
• A network of leaders shaping the future of financial data

For senior data, AI, analytics, risk, and audit leaders across banking and insurance, the forum offers something rare: A room filled with peers solving the same high-stakes problems.

Join the leaders defining the next era of financial data

The CDO Magazine New York City CDO Financial Forum takes place:

• March 25, 2026

• New York Marriott Downtown, 85 West Street at Albany St, New York

Attendance is limited to maintain a peer-level environment for meaningful dialogue among financial industry leaders.