Bio

Speaking Topics

The Future of Finance and the Evolution of Money, Data, and Trust

Consumer finance is at a turning point. The next two years will reset how money moves, how data is shared, and how trust is earned. Stablecoins — cryptocurrencies designed for stability over speculation — are moving into a clear federal framework that could change payments, settlement, and treasury. Open banking will give members more control over their data and open new competition. Real-time payments are spreading, creating better member experiences and fresh fraud risks. As AI strategy shifts from managing a single chatbot to coordinating fleets of autonomous agents, pilots scale to production-ready integrations across service, risk, and operations.

Innovation Through Experimentation: How Organizations Can Thrive in Uncertainty, Accelerate Growth, and De-Risk Big Ideas

Innovation is critical to the long-term survival of organizations. Especially today, as institutions face rapid consolidation, economic uncertainty, and accelerating technological change. Brent Dixon shares how organizations can confidently innovate -- using small, strategic experiments to minimize risk, reduce costs, and deliver measurable results. You'll discover why experimentation matters now, explore real-life examples, and learn practical tools to improve how you innovate by asking better questions, quickly testing new ideas, and tracking measurable results. You’ll see how to build a team culture of innovation by encouraging continuous learning, thoughtful risk-taking, and agile decision-making. Leave ready to innovate effectively, efficiently, and with a clear purpose.

Learning objectives:

• Define the experimentation cycle and explain its role in reducing risk and costs.
• Apply insights from real-world case studies to rapidly evaluate new ideas.
• Build a team culture of innovation by encouraging continuous learning, thoughtful risk-taking, and agile decision-making.

AI Agents: Preparing Financial Services for the Next Wave of Innovation

AI agents - autonomous software entities capable of complex decision-making and action - are an emerging technology with significant potential to reshape the financial services industry. As leaders, understanding and preparing for this technology is crucial for future-focused strategic planning.

This dynamic session will equip industry leaders with:

• A clear explanation of AI agents and their potential applications in financial services contexts
• Insights into the opportunities and challenges AI agents may present
• A strategic framework for evaluating and implementing AI agents in your organization

Participants will learn to align perspectives, craft working principles, and navigate key trade-offs in AI agent adoption and leave with a foundational understanding of AI agents and practical tools to inform your strategic decision-making.

None of Us is as Smart as All of Us: Using Collective Intelligence to Build Teams of Problem Solvers

Solving complex problems requires new approaches to problem-solving. By bringing together diverse groups of people, data, and technology, we can create a greater collective intelligence than the individual parts in isolation. And by doing this, we can achieve things far beyond what any particular employee could achieve alone. This interactive presentation uses rich storytelling to cover:

• How to gather and use new sources of data
• How to improve your shared understanding of complex problems
• How to create and find solutions to current problems
• How to make more informed and inclusive decisions
• How to facilitate space for employees to think collectively