Finance & Banking

CDAO Financial Services 2027

Returning for its twelfth year, CDAO Financial Services 2027 is the premier event for America's top data and analytics leaders in the financial sector. The conference delivers a transformative experience, focusing on data-driven decision-making, risk management, regulatory compliance, and AI implementation in financial services. Attendees will also explore t…

Visit the official siteSponsorship open
19Speakers
19Sponsors
11Exhibitors
9On the bill · sessions
42Companies · in total
§I

Speakers

Programmed at CDAO, in alphabetical order.
Dan Galeon
Director, Head of Platforms Governance · ROBINHOOD
Diego de Aragão
Senior Vice President, Balance Sheet Management & Analytics · CITI
Erica M Howard
Head of Consumer Data Ownership (US) | Consumer and Product Operational Effectiveness · TD BANK
Erica Pan
Fusion Data Management Delivery Lead · JP MORGAN CHASE
Jennifer L. Mezzio
Global HR Data Officer · FIRST CITIZENS BANK
Julia Cherashore
Senior Fellow, DATA FOUNDATION & Adjunct Professor · FORDHAM UNIVERSITY
Kevin Bohan
Director, Product Marketing · DENODO
Koosha Golmohammadi
PhD, Global Head of Applied AI/ML in Corporate Tech - Compliance and Risk · JP MORGAN CHASE
Koosha Golmohammadi, PhD
Global Head of Applied AI/ML in Corporate Tech - Compliance and Risk · JP MORGAN CHASE
Krishan Sharma
Senior Vice President, Model Risk - Stress Testing and Capital Planning · CITI
Liz Griffin
SVP, Sales · PIANO
Matt Geibel
Strategic Account Executive · ALATION
Or Zabludowski
Co-Founder & CEO · FLEXOR
Parshaw Ghosh
Engineering Leader - Consumer Identity Verification · CAPITAL ONE
Rakesh Singh
Global Customer Technology Director · LONDON STOCK EXCHANGE GROUP
Randall (Randy) Gordon
Head of Data Governance · CROSS RIVER
Shipali Jangra
Director, Digital Product Management · AMERICAN EXPRESS
Vinod Surasani
Sr Software Engineer · RBC WEALTH MANAGEMENT
Yousra Aoudi
Quantitative Analyst II, Vice President · BNY
§II

Sponsors

The houses behind the program. Tiers as disclosed.
DenodoPlatinum
IBMPlatinum
neo4jGold
PlainIDGold
QualyticsGold
Rhino Federated ComputingGold
Delphix CorpSilver
FlexorSilver
OhaloSilver
PianoSilver
Portal26Silver
SolidatusSilver
TealiumSilver
TigerGraphSilver
TricentisSilver
Actian
Alation
Alteryx
Google
§III

Agenda

Selected from 9 sessions on the bill.
  • 10:00 AM

    Keynote Presentation: Turning AI Spend into Real Business Results in Banking and Insurance

    Banks and insurers are investing heavily in AI, but too many initiatives stall after the pilot phase. The challenge isn’t the models. It’s the risk of deploying AI on data that isn…

  • 11:00 AM

    Generative AI Starts with Data: Building Trusted Foundations for Risk, Compliance, and Innovation in Financial Services

  • 11:40 AM

    Keynote Presentation: AI at the Edge - Where Innovation Meets Risk Management

    • Optimizing resource usage while maintaining compliance standards • Scaling AI solutions without compromising governance • Integrating AI responsibly into mission-critical edge en…

  • 12:10 AM

    Expanding AI Capabilities Across Financial Institutions: Practical Approaches and Lessons Learned

    • How to conduct an AI readiness assessment across business units • How to define measurable KPIs tied to revenue growth, risk reduction, or customer experience • How to create an …

  • 1:30 PM

    Building a Culture of Accountability: Setting Clear Goals and Metrics for Data-driven Success

    • How can transparency in performance data build trust within the team? • What are the best practices for sharing performance data openly? • What role does data play in driving str…

  • 2:10 PM

    Unlocking the Transformative Potential of Generative AI while Navigating Complexities

    • Enabling transformation and decision making with trusted data • Ensuring data quality, consistency, and integration • Improving the quality and speed of decision-making at scale …

  • 2:40 PM

    Discussion Group: Key Takeaways CDAO Financial Services

  • 9:00 AM

    Driving Business Value Through Effective Data Governance in Financial Services

    • Establishing clear data ownership and stewardship models • Improving customer trust by safeguarding data privacy • Protecting sensitive information through robust access controls

  • 9:30 AM

    Keynote Presentation: Collaboration is Key – Bridging Technical, Data, and Business Teams

    • Breaking down silos to foster cross-functional alignment • Creating shared goals between business, data, and IT stakeholders • Establishing common language and understanding acro…

Intermission
Part the Second · For the Buyer

What does it mean when 42 companies show up, and 4 bet on three roles at once?

42 companies. four are betting more than once.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room
4All threespeak · spons · exh
15Sponsoringsponsor only
11Exhibitingexhibitor only
12Companies Speakingspeaker only

The Triple-Threat

Alation·Denodo·FLEXOR·Piano

Speakers by seniority

68% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

  • C-suite15%
  • VP-level421%
  • Director / Head of842%
  • Manager / Lead15%
  • Engineer · IC15%
  • Other roles421%

Of 19 on the bill · classified by free-text title

Most-represented companies
  1. 01AlationSp1V
  2. 02DenodoSp·P1V
  3. 03FLEXORSp·S1V
  4. 04PianoSp·S1V
  5. 05ActianSp
  6. 06AlteryxSp
  7. 07DelphixSp·S
  8. 08GoogleSp
  9. 09IBMSp·P
  10. 10JPMorgan Chase & Co.3V
  11. 11Neo4jSp·G
  12. 12OhaloSp·S
  13. 13PlainIDSp·G
  14. 14Portal26Sp·S
Sponsors by tier
platinum2
11% of 19
gold4
21% of 19
silver9
47% of 19
unspecified4
21% of 19
At peer events but not here

These companies sponsored two or more peer events recently, but aren't on this program. For an organizer, that's a list of warm prospects.

Related events · by shared sponsors