Virtual Council

From Models to Meaning: Teaching AI the Business of Financial Services

Date

September 3, 2026

Location

National

Community

CIO / CISO / CDO

Visionaries

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Allen Ingram
Allen Ingram

Global CIO

Langham Partnership International
Deepak Khosla
Deepak Khosla

Chief Growth Officer & Head of AI Business

Impetus Technologies
Eric Petrucci
Eric Petrucci

SVP Data Office

Rate
Laura Manken
Laura Manken

SVP Retail Digital Payments & Wallets

PNC Bank

Manu Sinha
Manu Sinha

SVP Analytics

Citi

Mark O'Donnell
Mark O'Donnell

Financial Services Industry Lead

AWS
Ashish Agrawal
Ashish Agrawal

Director of Engineering AI/ML

Deluxe
Keetming Chew
Keetming Chew

VP Technical Program Management – SRE Strategy for Data Platform, Analytics & AI/ML

JP Morgan Chase

Nazia Shahrin
Nazia Shahrin

VP Data Architecture & Emerging Technology

Fidelity Canada
Neerja Wadhwa
Neerja Wadhwa

VP Credit Models & Data Analytics

Synchrony

Omid Badretale
Omid Badretale

VP AI & Data Science

RBC Capital Markets

Tyler McNeal
Tyler McNeal

VP Market & Counterparty Risk Management (Lead)

Wells Fargo

Anshuman Mukherjee
Anshuman Mukherjee

Audit Director - Quantitative Analytics & AI/ML

Freddie Mac

Ashlyn Lackey
Ashlyn Lackey

Director

Prudential

Attila Imecs
Attila Imecs

Director & Head of Data Science Innovation & Attributes

Equifax

Seyhun Hepdogan
Seyhun Hepdogan

Head of ML

Atlanticus

John Suguitan
John Suguitan

Global VP Strategic Executive Programs

C-Vision International
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Agenda

September 03, 2026
All times Eastern Time
3:00 PM-4:15 PM
From Models to Meaning: Teaching AI the Business of Financial Services
AI success in financial services depends on more than powerful models. It requires giving AI the business context to understand products, customers, regulations, risk, and operations the way financial experts do. Join this session to explore how organizations can move beyond generic AI and build intelligent systems that deliver more accurate insights, better decisions, and measurable business value through context-driven AI.
Chair
John Suguitan
John Suguitan

Global VP Strategic Executive Programs

C-Vision International

John Suguitan serves as the Global Vice President of Executive Programs at C-Vision International. He is a professional who is profecient in business management, public relations, and market productivity to develop world-class solutions to real-world challenges. John specializes in superior communication and interacts easily with executives, regulatory agencies, clients, and vendors. With an aptitude for product placement and profit output, he ensures team productivity and maximizes staff efficiency while maintaining a safe, healthy, and positive work environment.
Speakers
Deepak Khosla

Speaker

Deepak Khosla

Chief Growth Officer & Head of AI Business

Impetus Technologies

Deepak Khosla is the Chief Growth Officer & Head of AI Business at Impetus. Impetus Technologies enables the Intelligent Enterprise™ with innovative data engineering, cloud, and enterprise AI services. Recognized as an AWS Advanced Consulting Partner, Elite Databricks Consulting Partner, Data & AI Solutions Microsoft Partner, and Elite Snowflake Services Partner, Impetus offers a comprehensive suite of cutting-edge IT services and solutions to drive innovation and transformation for businesses across various industries. With a proven track record with Fortune 500 clients, Impetus drives growth, enhances efficiency, and ensures a competitive edge through continuous innovation and flawless, zero-defect delivery.
Mark O

Speaker

Mark O'Donnell

Financial Services Industry Lead

AWS

Mark O'Donnell is the Financial Services Industry Lead – US East, for AWS. Mark drives large-scale enterprise transformation by balancing strategy, execution, and mindset. A former Salomon Brothers data scientist turned Chief Information & Operations Officer, he blends deep technical expertise—holding four advanced AWS certifications—with executive leadership across sales, product, risk, and operations at five global financial institutions. Now leading AWS’s Financial Services practice for the US East region, Mark specializes in cross-departmental alignment, regulatory compliance, and cloud innovation. He provides actionable guidance on AI, data, and tech strategy to C-suite leaders across banking, insurance, and asset management. Mark holds a B.A. and M.A. in Mathematics from Columbia University.
Ashish Agrawal

Speaker

Ashish Agrawal

Director of Engineering AI/ML

Deluxe

Ashish Agrawal is the Director of Engineering – AI/ML, for Deluxe. Ashish is a technology leader with over 22 years of experience building and scaling enterprise platforms, AI-driven products, cloud-native solutions, and fintech systems. Currently serving as Director of Engineering at Deluxe Corporation, he leads Enterprise AI, Data Platforms, and the R360+ Accounts Receivable platform. In this role, Ashish oversees Deluxe.AI strategy, Generative AI capabilities, MLOps, AI governance, and next-generation payment technologies. Prior to Deluxe, Ashish spent over a decade at American Express leading AI and B2B payment platforms within Global Commercial Services, alongside prior leadership roles at IBM, Cognizant, and Impetus Technologies. He is passionate about scaling high-performing teams, advancing modern engineering practices, and helping organizations unlock enterprise value through secure, governed AI.

Together With

Amazon Web Services (AWS)
Impetus Technologies
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ML Ujwal
ML Ujwal
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Johnson & Johnson
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Tory Knapp
Tory Knapp
Director of Strategic Accounts, IL Enterprise
Tanium
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Ecem Karaman
Ecem Karaman
VP, Cybersecurity
JPMorgan Chase & Co.
Partner

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Eric Vogelpohl
Eric Vogelpohl
Field CTO
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