AI Technology and the Future of Work & Banking
Tuesday, March 25, 2025 | 5:30 PM - 8:00 PM ET
Program Description
Join us for a night of networking and great discussion surrounding the current and future role of Artificial Intelligence ("AI") in the Banking world. How will AI impact the way we work? What AI strategies are currently being used in our industry? We will be comprehensively covering AI and related technology, its impact on everything we do and how we can leverage AI today and in the future.
Networking Opportunities: Connect with fellow professionals and industry leaders. This is a chance to expand your network, foster collaborations, and share ideas.
Q&A Session: Bring your questions! The event will include a Q&A segment where you can interact directly with our speaker.
Who Should Attend: This event is ideal for financial institutions, industry leaders, those who serve financial institutions, regulators and anyone interested in understanding balance sheet strategy.
Why Attend: Gain valuable knowledge of balance sheet strategy from a leading expert. Build meaningful connections with professionals and organizations.
Don’t miss out on this opportunity to stay informed and connected!
Agenda
Networking/Cocktail Hour | 5:30 - 6:15 PM ET
Dinner | 6:15 - 7:00 PM ET
Presentation | 7:00 - 8:00 PM ET
Presenter(s)
Andres Garzon
Senior Managing Partner | CFGI
Andres is CFGI’s Global Business Transformation Practice Leader and US South Markets Territory leader, and brings with 20+ years of accounting, finance, and transformation experience.
Jack Grignano
Partner & Banking Leader | CFGI
Jack is the CFGI’s Banking Leader and US Midwest Market Leader, and brings 19+ years of accounting, finance, and management experience within the Banking & Financial Services industries.
Location
City Streets Restaurant
411 Waverley Oaks Road
Waltham, MA 02452
Thank You to Our Sponsor(s)
CFGI
Credit Hours
1 Hour of CPE Credit
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Level:
Intermediate
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Prerequisites:
None
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Advance Preparation:
None
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Field of Study:
Information Technology - Technical
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Instructional Method:
Group Live
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Length:
1 hour
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
Refunds and Cancellations
A refund will be provided for cancellations received by FMS in writing prior to two days before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.
Cost
Members: $75
Non-Members: $100