Financial Services Leaders Summit 2026
Financial Services Leaders Summit 2026
9:30 AM
Arrivals & Networking
10:00 AM - 4:00 PM
Summit Sessions
Welcome
Adam Tybor, Field CTO, Confluent
Keynote
The AI-native Enterprise in Financial Services: Unlocking Real-time Impact
Andrew Sellers, VP Technology Strategy, Confluent
A Fireside Chat with Vanguard
Real-Time Data and the AI Advantage: Building an AI-ready Foundation
Raman Tallamraju, Sr. Director, Head of Enterprise Architecture & Engineering, Vanguard
Mike Agnich, GM & VP of Product Management, Confluent
A Conversation with Citizens Bank
Transforming Banking: A Masterclass in Data Streaming Excellence
Sudhakar Gopal, EVP & CIO, Citizens Bank
Anna McDonald, Distinguished Technical Voice of the Customer, Confluent
Lightning Talks & Roundtables
Agentic AI in Financial Services: Turning Autonomous Decisions into Trusted Outcomes
David Mosher, Director, Sales Engineering, Precisely
Networking Lunch
A Conversation with Morgan Stanley
Engineering Confidence at Scale: Modernizing a Trade Data Infrastructure
Pak-San Man, Executive Director in Institutional Trading, Morgan Stanley
Mark Sakurada, Regional Director, Data Streaming Platforms, Confluent
A Fireside Chat with DTCC
From Streaming to Sharing: Modernizing US Financial Data Infrastructure
Jonathan Zammit, Managing Director, DTCC
Jason Kreitsch, Executive Director, Middleware Technologies, DTCC
Ryan Striano, Account Director, Confluent
State of the Industry Panel
Why Real-Time, Contextualized, and Trustworthy Data is the Foundation for AI in Financial Services
Mike Agnich, GM & VP of Product Management, Confluent
Shanker, Ramamurthy, Global Managing Partner, Banking & Financial Markets, IBM Consulting
Anna McDonald, Distinguished Technical Voice of the Customer, Confluent
4:00 PM - 6:00 PM
FSI Leaders Networking Happy Hour
Speakers
Shanker Ramamurthy
Event Agenda
6:30pm - 7:00pm
Arrivals, welcome drinks, and networking
7:00pm - 7:30pm
Event welcome and introductions
7:30pm - 9:15pm
Table discussion and three-course dinner
9:15pm - 9:30pm
Event Wrap Up
Why Attend
Experience shared learning
Meet industry leading like-minded executives tackling similar initiatives.
Benchmark with your industry peers
Discover and network to gain expertise and experience on how to best act and succeed.
Accelerate your projects
Accelerate in-depth face time with the world's leading tech companies pushing the boundaries to solve your challenges.
An engaged experience
An expert host facilitates conversations, with live polling, Q&As, and gamification to ensure focused conversation.
Discover next-level ideas
Ensure project success with access to industry experts and cutting edge thought leadership.
De-risk new projects
Gain a range of insights from peers and technical experts who are current with emerging business trends.