Roundtable

Financial Services Leaders Summit 2026

11 June 2026 9:30 am - 6:00 pm EST
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Data-driven.
People first.
Executive Engagement.

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

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GDS Roundtable Environment with host, Jade
GDS Roundtable Environment with host, Ben

Speakers

Shanker Ramamurthy

Global Managing Partner Banking & Financial Markets IBM Consulting
Shanker Ramamurthy is the Global Managing Partner Banking & Financial Markets in IBM Consulting. He leads a find out more

Discussion Topics

1

Learn from Peer-Led Insights: Hear how leading financial institutions are unifying transactional and analytical workloads to enable real-time fraud prevention, hyper-personalized customer experiences, and faster decision-making across the enterprise.

2

Discover the Data Foundation for AI: Engage with FSI experts on practical data strategies that drive measurable AI impact - including how to safely productionize autonomous, streaming agents across complex and regulated data environments.

3

Connect with Industry Leaders: Exchange perspectives with senior business and technology leaders who are modernizing their data architectures to drive innovation and business growth.

Why Attend

Closed door, tailored conversations to benchmark, share and get better equipped to solve complex transformation projects.

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.

Register Interest
"Very engaging on the right topics and with the right people, I very much look forward to (attending more) in the future"
Alex Boehme, CTO, H&M Group
"Since the session I did have several of the attendees reach out to me. We were able to grow our networks, connect together, share experiences, and I look forward to continuing those dialogs into the future"
Jeffrey Johnson, Vice President, Chief Information Security Officer and Chief Security Officer, Siemens Health Affairs for North America
"A great mixture of good topics, great technology, very engaging and having some leading experts in the field being there"
Dr Brian Letort, Fellow & Chief Enterprise Architect, Northrop Grumman
"It's not a business of selling, it's a business of sharing. And so GDS helps create the environment to share with trust."
David Kidder, CEO & Co-Founder, Bionic
"The roundtables were really valuable sessions."
Mike Welna, Senior Information Security Director, Boys Town
"I made quite a few contacts that will be beneficial to me."
Margaret Bond, Director of Cyber Security, Numotion
"This is not your typical zoom. This is a lot more innovative. The look and feel is far more advanced than what I've seen before. "
Marty Sprinzen, Founder & CEO, Vantiq

Digital event benefits

Solve key challenges and ensure relevant discussions connect with outcomes efficiently and at pace.

Meet

Access to industry leading like-minded executives tackling similar initiatives

Discover

Collaborate and network to gain expertise and experience on how to best act and succeed

Accelerate

In-depth face time with the world’s leading tech companies pushing the boundaries to solve your challenges

Apply to attend

Thank you for your interest. One of the team will be in touch soon.