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AI in Finance:  A Panel Discussion AI in Finance:  A Panel Discussion AI in Finance:  A Panel Discussion

  

The Centre Club, 123 S. Westshore Blvd., 8th Floor, Tampa, FL 33609
Wednesday, March 11, 2026 5:30 PM - 8:00 PM Eastern Standard Time

"AI in Finance," explores the transformative impact of artificial intelligence, machine learning, and automation on the financial services industry. It covers key applications including algorithmic trading, enhanced fraud detection, automated accounting, and personalized customer services. Key themes include operational efficiency, regulatory compliance, risk management, and the future of human-in-the-loop AI systems.

Key Topics Covered:

AI & Machine Learning Applications: Using algorithms to analyze data, improve investment strategies, and automate financial processes.

Risk Management & Compliance: Leveraging AI for fraud detection, credit scoring, and ensuring compliance with regulatory requirements.

Operational Efficiency: Implementing GenAI for knowledge management, auditing, and automating routine tasks, such as reporting.

Future Trends: Exploring AI-native finance, autonomous agents, and ethical considerations around bias and fairness.

This session is designed for finance professionals and leaders looking to understand how to leverage AI to drive strategic growth and transition from traditional to AI-enabled operations.

Date:  Wednesday, March 11, 2026

Time:  5:30 PM - 6:30 PM Cocktails, Networking and Heavy hors d'oeuvres | 6:30 PM - 6:45 PM Announcements | 6:45 PM - 8:00 PM Panel Discussion

Location:  The Centre Club, 123 S. Westshore Blvd., 8th Floor, Tampa, FL  33609 (Click Here for Directions and Parking Info)

Registration Fees:  Members $75 | Retired Members $65 | Life Retired Members $25

CPE:  This session qualifies for one and one half (1.5) CPE credits in the field of Information Technology.

Have Questions or Need Registration Support? Contact Denise Parker, Chapter Administrator, at tampabay@financialexecutives.org or 813.494.9551.


Speakers

Vikas Bhatia

Advisor to the Board

Simple Security

Greg Clark

Director of AI and Advanced Analytics

BMO Bank N.A.

Greg Grabau

CFO

MONIN Gourmet Flavorings

Mark Pritchard

CFO

Harmar

Ian Barkin

Co-CEO and Co-Founder

MagentIQ