Winning the Innovation Game: Modernizing IT Without Disruption 2025 | Bloomberg | 13 May 2025 | Bloomberg, 731 Lexington Ave, New York, NY 10022, USA

Finance and insurance industry executives are implementing groundbreaking AI, cybersecurity, and data management technologies to transform their workplaces at a rapid pace. Incorporating these new digital architectures offers opportunities to create efficiencies and provide utility to businesses and consumers alike.

However, real challenges could impede progress. As firms continue to integrate AI into their operations, leaders must train their workforce to utilize the technology appropriately. Evolving cybersecurity attacks are straining some of the biggest public and private organizations in the world, threatening infrastructure and industry, impacting firms' bottom lines, and harming consumer confidence. Finally, firms must resolve the present problems of data: clearing out silos, ensuring privacy, and successfully following specific compliance protocols and regulations. Partnerships between financial institutions, insurance companies, and technology providers will be key. What strategies can industry leaders use to harmonize new technologies? How can firms better upskill and prepare their workforce? How are organizations scaling their solutions across disparate industries?

This event will convene industry leaders to:
• Collaborate on new solutions to some of the thorniest technology issues facing the finance and insurance industries today
• Spark new ideas by engaging with peers
• Amplify best practices to create a safer and more efficient workplace

2025 Speakers

Mike Baker
Chief Information & Technology Officer, PGIM

Kristen Bessette
Chief Data Officer, Zurich North America

Ranjita Iyer
Executive Vice President, NAM Services, Mastercard

Sean O'Coiligh
Director, Offensive Cyber Security, TRM, Depository Trust & Clearing Corporation

Hilary Packer
Executive Vice President & Chief Technology Officer, American Express

Jude Schramm
Executive Vice President & Chief Information Officer, Fifth Third Bancorp

Milan Shetti
President & CEO,Rocket Software

Larry Zelvin
Executive Vice President & Head of Financial Crimes Unit, BMO Financial Group

2025 Sponsor

• Rocket Software