Thursday, July 23, 2026
10:30 a.m. - 12:00 p.m. ET
VIRTUAL
SIFMA & Deloitte Forum: Scaling AI Maturity in Financial Services Operations
Join SIFMA & Deloitte for a Virtual Forum
Artificial Intelligence is advancing at an unprecedented pace. Its implications for financial services extend far beyond simple automation, reshaping how firms operate, compete, and manage risk.
In this co-hosted forum with SIFMA and Deloitte, we’ll explore how capital markets firms are adapting to the rapid pace of AI change. With new frontier models emerging on compressed timelines, firms face mounting pressure to assess, respond, and build resilience in real time. Hear perspectives from SIFMA, Deloitte, and industry practitioners, and move beyond use case experimentation to examine the broader enterprise implications of frontier AI. We'll explore how leading firms are building the sensing mechanisms, adaptive strategies, and risk frameworks needed to keep pace and what it means for the people behind the technology.
GEORGE BLACK
Principal, Head of Capital Markets,
Deloitte & Touche LLP
KATE COHEN
Managing Director,
Deloitte Consulting LLP
CHARLES DESIMONE
Managing Director, Deputy Head of Technology, Operations, and BCP,
SIFMA
NELLIE DING
Global Head of Operations Digital Transformation
BNY
MATT OTTE
AI & Digital Innovation Governance Officer,
RBC Capital Markets
Agenda
All times in Eastern Time and subject to change.
10:30 a.m. - 10:35 a.m.
Welcome Remarks
10:35 a.m. - 12:00 p.m.
Panel Discussion
George Black, Principal, Head of Capital Markets, Deloitte & Touche LLP
Kate Cohen, Managing Director, Deloitte Consulting LLP
Charles DeSimone, Managing Director, Deputy Head of Technology, Operations, and BCP, SIFMA
Nellie Ding, Global Head of Operations Digital Transformation, BNY
Matt Otte, AI & Digital Innovation Governance Officer, RBC Capital Markets
Useful Information
Registration Questions
Participation is complimentary and for SIFMA members and clients of Deloitte. Advance registration is required to participate.
Media Inquiries
This forum is closed to members of the media. All comments are off the record and not intended for distribution in any manner.
Co-Hosted Events
SIFMA shares select business contact information with co-hosts of our events. To opt out, please email SIFMA Member Relations.
Access Instructions
Access instructions will be sent from SIFMA. If you did not receive them, please contact us.
Accessibility
We are committed to making our forums accessible to all. For accommodations, please contact SIFMA Member Relations.
Technical Requirements
This briefing will be hosted on the Zoom Webinar platform. View instructions on joining and participating in Zoom Webinars.
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