Monday, January 29General Session
AI in Our Future: Revolution or Evolution?
Leading AI Innovator & Practitioner
Global AI Solutions Lead at Accenture
Founder & Chief AI Officer at AI Leadership Institute
In recent years, our ability to process abundant data quickly has transformed the independent financial services industry, automating tasks, reducing human error and accelerating fraud detection. Nonetheless, client-advisor interactions remain the heart of the business.
Will this remain true as technology becomes more capable and the capacities of artificial intelligence expand? Will we chase bigger data sets and greater efficiency? Or can we harness AI to help us innovate, run more effective firms and serve our clients better?
Award-winning technologist Noelle Russell will guide us in thinking through the implications of AI on business and leadership. She is a passionate champion for AI ethics and literacy who has led teams at AWS, Amazon Alexa, Microsoft AI, IBM and NPR. She has built over 100 conversational AI applications since 2014, with more than 2 million unique users on Amazon Alexa.
Russell is currently the global AI solutions lead at Accenture, advising numerous companies on integrating AI, Web3 and the cloud into their operations and strategies.
Tuesday, January 30General Session
Buckle Up: Here Comes 2024
Consultant & Former Federal Official
No one alive has seen a political landscape as complex as the one currently brewing. Add the high-stakes 2024 U.S. presidential election to a volatile blend of economic fragility and disruptive geopolitics, and you come up with distinct policy and regulatory risks for the independent financial services industry.
The deeply reasoned insights of Bruce Mehlman will help you assess the situation and plot your trajectory for the year ahead. Following his lauded presentation to FSI Forum & Capitol Hill Day 2023, we are excited to welcome Mehlman back for OneVoice 2024. He will dig into possibilities and probabilities for what happens next with the U.S. presidency, Congress, the economy and our world.
Mehlman is a regular contributor to CNBC, Fox News, Fox Business and Hearst, as well as a featured expert on Showtime’s “The Circus.” His detailed quarterly infographic analyses are based on two decades of experience in public policy, business and the law, not to mention his love of history.
Mehlman served as Assistant Secretary of Commerce for Technology Policy under President George W. Bush. He was also a senior leadership aide in the House of Representatives, general counsel to a national political party committee and policy counsel to Cisco Systems.
Tuesday, January 30General Session
A Global Perspective on the Future of Financial Advice
A critical aspect of leadership is the ability to focus on the horizon and prepare a firm to reach its goals. In this insightful panel discussion, firm leaders including representatives from Ambassador Sponsors BNY Mellon | Pershing and Fidelity Investments will share where they are holding fast to the courses laid and where they are adjusting. FSI President & CEO Dale Brown will moderate as we first explore the current global environment and specific challenges and opportunities defining the industry today.
Next the conversation will shift to what’s ahead. Amy Webber, CEO of Cambridge Investment Research, will guide a discussion of how to lead through a period of significant regulatory change and perspectives on what the profession will look like once demographic shifts, digital revolution, business model evolution and other forces fully express their potential.
Join us for a riveting exploration into the possibilities for our industry and the clients we serve.
Ambassador Sponsor Panel includes:
- Emily Schlosser, FSI Board Member & COO, BNY Mellon | Pershing
- Marc Squires, FSI Board Member & Head of the Wealth and Brokerage Platforms, Fidelity Institutional
- Moderator: Dale Brown, President & CEO, Financial Services Institute
- Mike Durbin, CEO, Cetera Holdings
- Adam Malamed, FSI Board Member & CEO, Sanctuary Wealth
- Shannon Reid, President, ICD, Raymond James Financial Services, Inc.
- Moderator: Amy Webber, FSI Board Member & CEO, Cambridge Investment Research, Inc.