Format
Full day
Programming
5 focus areas
Audience
300 senior leaders
Expertise
50 speakers
Built for security and risk leaders across financial services
About the Forum
Deploying AI while maintaining trust, resilience, and accountability.
The institutions that succeed in the AI era will be those that can deploy AI while maintaining trust, resilience, accountability, and regulatory compliance. Bringing together senior leaders from banking, payments, insurance, fintech, and financial infrastructure, this executive forum explores the security, governance, risk, and operational challenges of AI adoption. Through keynote presentations, executive discussions, and peer networking, attendees will gain practical insights into AI governance, fraud prevention, operational resilience, regulatory readiness, and the future of agentic AI.
Designed for senior decision-makers across cybersecurity, technology, risk, fraud, compliance, and AI leadership, the Financial Services AI Security Forum delivers the strategies, connections, and perspectives needed to build secure, trusted, and resilient AI-enabled financial services.
Expert-led sessions, candid peer discussion, and emerging solution showcases — complemented by a catered breakfast, an executive networking lunch, and a closing cocktail reception.
AI Governance & Risk
Accountability, oversight, controls, and enterprise risk models for responsible AI adoption
Identity, Machine Trust & Delegated Authority
How AI agents, machine identities, and delegated decision-making are changing the trust model.
Fraud, Financial Crime & AI
How AI is transforming both attack patterns and detection strategies across financial services.
Operational Resilience & Regulatory Readiness
Preparing for AI-related operational risk, business continuity requirements, and evolving regulatory expectations.
Autonomous Security Operations & Agentic AI
Evaluating AI-driven automation, autonomous workflows, and the future of human-machine collaboration in cyber defense.
Five focus areas, one continuous track.
The Forum follows a single, curated agenda — no competing breakouts. Each focus area translates the convergence of AI and finance into frameworks you can put to work, balancing innovation with accountability, security, and resilience.
AI Governance & Risk
Accountability, oversight, controls, and enterprise risk models for responsible AI adoption
- Building enterprise AI governance frameworks and operating models.
- Aligning AI initiatives with regulatory requirements and risk appetite.
- Managing model inventories, lifecycle governance, and accountability.
- Evaluating and monitoring third-party and embedded AI.
Identity, Machine Trust & Delegated Authority
How AI agents, machine identities, and delegated decision-making are changing the trust model.
- Securing non-human, machine, and AI-agent identities at scale.
- Governing delegated authority and authorization for autonomous actions.
- Extending zero-trust principles to AI-driven workflows.
- Establishing provenance, attestation, and machine trust.
Fraud, Financial Crime & AI
How AI is transforming both attack patterns and detection strategies across financial services.
- Defending against deepfakes and synthetic identity fraud.
- Countering AI-driven fraud across banking, insurance, and payments.
- Applying AI to detection, investigation, and response.
- Balancing fraud controls with customer experience.
Operational Resilience & Regulatory Readiness
Preparing for AI-related operational risk, business continuity requirements, and evolving regulatory expectations.
- Building operational resilience for AI-dependent services.
- Preparing for evolving operational-resilience regulation.
- Incident response, continuity, and recovery for AI systems.
- Maintaining audit trails and examination readiness.
Autonomous Security Operations & Agentic AI
Evaluating AI-driven automation, autonomous workflows, and the future of human-machine collaboration in cyber defense.
- Applying agentic AI to detection, triage, and response.
- Designing guardrails and human-in-the-loop oversight.
- Governing AI systems that take autonomous action.
- Measuring trust, accuracy, and accountability in the SOC.
300 of the people accountable for AI risk.
The room convenes senior financial services security, risk, technology, fraud, and compliance leaders — the people setting AI strategy and answering for it.
Take home governance and security frameworks you can apply immediately.
Benchmark your AI program against peers facing the same pressures.
Build relationships that outlast the day, in a curated, senior room.
Agenda Highlights
High-impact sessions that help financial and security leaders adopt AI safely, manage emerging risk, and strengthen resilience — through expert-led discussion, peer networking, and solution showcases.
Closing the Loop: Turning Human Expertise into Actionable Intelligence for Financial Crime Investigations
Every cybercrime investigation generates valuable human insight, but too often that knowledge remains trapped in case notes, individual experience, or disconnected workflows. The next evolution of AI is not simply automating investigations; it is capturing human expertise, transforming it into structured data, and creating continuous feedback loops that make every investigation smarter than the last.
In this session, Abhishek Mittal of AML RightSource will explore how financial institutions can convert investigator knowledge into actionable data streams that continuously improve detection, decision-making, and operational effectiveness. Attendees will learn how meaningful metrics, investigator feedback, and AI can work together to identify emerging threats, refine investigative models, and accelerate the fight against financial crime. The discussion will examine practical approaches to building intelligence-driven feedback loops that enable organizations to learn from every case, adapt more quickly to evolving criminal tactics, and strengthen both operational resilience and fraud prevention. Participants will leave with a framework for transforming human expertise into a scalable, data-driven advantage in the ongoing battle against cyber-enabled financial crime.
The AI Governance Playbook: Moving from Policy to Practice
As AI becomes embedded across financial services, governance can no longer exist only as a framework on paper. Financial institutions are being challenged to operationalize AI governance across business units, technology teams, security, risk, compliance, and executive leadership, while keeping pace with rapidly evolving regulations and innovation.
In this panel, senior leaders will share how their organizations are turning governance strategies into measurable, enterprise-wide practices. From defining ownership and accountability to strengthening model oversight, managing third-party AI risk, and delivering meaningful board reporting, panelists will discuss what it takes to build governance programs that enable innovation while maintaining trust, resilience, and regulatory confidence. Attendees will leave with practical insights into creating governance that scales with AI adoption, not behind it.
Beyond Today: What's Next for AI in Financial Services
For financial services leaders, the conversation has shifted from whether to adopt AI to how to scale it securely, govern it effectively, and prepare for what's next. As AI becomes deeply embedded across security operations, fraud detection, customer experiences, software development, and enterprise decision-making, the next wave of innovation is already taking shape.
This executive panel brings together experienced cybersecurity and technology leaders to examine the future of AI beyond today's deployments. The discussion will explore the rise of agentic AI, autonomous security operations, machine identities, AI-to-AI interactions, evolving regulatory expectations, and the new trust models required as intelligent systems gain greater autonomy. Panelists will also discuss how attackers are leveraging AI, where defensive capabilities are headed, and what leadership teams should be doing now to prepare for the next generation of AI-enabled financial services.
Attendees will gain practical insights into the strategic decisions, governance models, and security investments that will position their organizations to confidently navigate the next chapter of AI innovation
Buying AI or Building AI: Strategic Decisions for Financial Institutions
Every financial institution is facing the same question: Should we build our own AI capabilities, buy commercial solutions, or pursue a hybrid approach? The answer has significant implications for security, governance, cost, innovation, and long-term competitive advantage.
In this panel, financial services executives will examine the strategic tradeoffs behind today's AI investment decisions. Panelists will discuss how they evaluate vendor risk, balance the use of proprietary and open-source models, measure return on investment, and address the governance and security challenges that come with each approach. Attendees will gain practical insights into the decision-making frameworks leading organizations are using to adopt AI responsibly while aligning technology investments with business objectives.
From Code to Confidence: Embedding Risk and Governance Across the AI Application Lifecycle
As financial institutions race to move AI-powered applications from concept to production, the biggest challenge is no longer building the technology, it is deploying it securely, responsibly, and at enterprise scale. Success requires far more than development and testing. It demands a governance strategy that is embedded throughout the entire application lifecycle.
In this session, Venkata Cheedella will provide a 360-degree view of what it takes to take modern applications, including AI-enabled systems, safely into production. From architecture and secure development to model governance, compliance, third-party risk, operational resilience, and continuous monitoring, attendees will explore where security, risk, and governance intersect with every stage of delivery. The discussion will also examine how cross-functional collaboration between engineering, security, risk, legal, and business leaders enables organizations to accelerate innovation without sacrificing trust or regulatory expectations.
Designed for cybersecurity executives and practitioners in financial services, this session will provide practical insights into building governance into the development pipeline, reducing production risk, and creating an application delivery process that is both agile and resilient in an AI-driven world.
AI Governance, Risk & Compliance
As artificial intelligence becomes embedded across financial services, organizations must establish clear governance structures to ensure AI is deployed responsibly, securely, and in compliance with evolving regulations. This summit track will explore how cybersecurity, risk, compliance, and business leaders can build effective frameworks that balance innovation with accountability, transparency, and operational resilience.
Attendees will learn how leading financial institutions are creating AI governance programs that include policies, oversight committees, model inventories, risk assessments, and clear lines of accountability. Experts will also examine the growing regulatory landscape—from SEC and OCC guidance to the EU AI Act and NIST AI Risk Management Framework—and provide practical guidance for managing third-party AI risk across cloud, fintech, and generative AI providers.
Key Takeaways:
• Best practices for building enterprise AI governance frameworks and operating models.
• Strategies for aligning AI initiatives with regulatory requirements and risk management objectives.
• Approaches for managing AI model inventories, lifecycle governance, and accountability structures.
• Guidance for evaluating and monitoring third-party AI vendors and technology partners.
• Real-world examples of balancing innovation, compliance, and operational resilience.
• Actionable insights for developing responsible and trustworthy AI programs.
Securing AI Systems
As AI capabilities become more powerful and accessible, attackers are increasingly targeting the models, data, and infrastructure that power them. This summit track will focus on the emerging threats facing AI systems and the security controls financial institutions need to deploy AI safely and confidently.
From adversarial attacks and model manipulation to prompt injection and AI-powered fraud, experts will share practical strategies for protecting AI applications throughout the development and deployment lifecycle. Attendees will explore secure architectures for generative AI, learn how to implement effective guardrails and access controls, and discover how AI red teaming can uncover vulnerabilities before they become business risks.
Key Takeaways:
• Understanding emerging threats targeting AI models and AI-enabled applications.
• Strategies for mitigating prompt injection, model poisoning, data poisoning, and evasion attacks.
• Best practices for securing generative AI deployments and large language model integrations.
• Guidance for implementing secure RAG architectures, monitoring, and access controls.
• Practical approaches to AI red teaming, validation, and security testing.
• Insights into defending against AI-driven fraud, abuse, and manipulation in financial environments.
Resilience, Risk, and Results: Aligning Security with Business Outcomes
Data is the foundation of every successful AI initiative, but it also represents one of the greatest sources of risk. This summit track will explore how financial institutions can protect sensitive information while enabling AI-driven innovation, analytics, and automation.
Industry leaders will discuss strategies for safeguarding customer information, transaction data, and proprietary business assets across AI workflows. Sessions will cover privacy-preserving technologies, secure data-sharing models, and governance practices that help organizations maintain compliance, transparency, and trust. Attendees will also learn how to address growing challenges related to data classification, retention, lineage, and oversight in increasingly complex AI ecosystems.
Key Takeaways:
• Best practices for protecting sensitive financial data used by AI systems.
• Strategies for managing PII, customer records, transaction data, and confidential business information.
• Insights into privacy-preserving AI techniques, including federated learning and differential privacy.
• Approaches for enabling secure data sharing while maintaining regulatory compliance.
• Guidance for strengthening data governance through classification, retention, lineage, and monitoring.
• Practical recommendations for reducing data security and privacy risks across AI-powered operations.
Practitioners, not panelists.
Our speakers bring real-world experience in cybersecurity, risk, and business strategy. Through keynotes, panels, and candid discussion, they deliver insights security leaders can act on.
Dustin Sachs
Venkata Ramanand
Abhishek Mittal
Donna Ross
Interested in speaking? Submit a speaker request »
The institutions that succeed in the AI era will be those that deploy it while maintaining trust, resilience, and accountability.
Financial Services AI Security Forum · December 9, 2026
Two ways to take part.
Attendance is curated to keep the room senior and the conversation candid. Choose the pass that fits your role.
Full access to the single-track program, peer roundtables, and the closing reception.
All keynotes, panels, and sessions
Catered breakfast & executive networking lunch
Closing cocktail reception
Reach a curated audience of decision-makers through a sponsorship or partnership package tailored to your goals.
On-site presence with senior buyers
Speaking & showcase opportunities
Brand alignment with the program
Practitioner registration is subject to approval to preserve the seniority and balance of the room. Seats are limited to 300. Early registration is encouraged.
Align your brand with the leaders securing AI in finance.
The Forum partners with respected organizations across technology, information security, and business leadership. Sponsorship opportunities span eight categories: Cybersecurity, Identity & Access Management, Fraud Prevention, Cloud & Infrastructure, AI Platforms, Governance Risk & Compliance, Financial Technology, and Consulting & Professional Services.
Sponsors and partners to be approved.
Be Part of the Conversation Shaping the Future of AI in Financial Services
Join the industry's leading security, technology, risk, fraud, and compliance executives for a day of candid discussions, practical insights, and meaningful peer connections. Whether you're building your AI strategy, strengthening governance, or preparing for the next generation of AI-enabled financial services, the Financial Services AI Security Forum is where leaders come together to define what comes next.
Register today to secure your place among the executives driving trust, resilience, and responsible AI adoption across financial services
Limited to 300 seats · registration closes when capacity is reached
1335 Avenue of the Americas
New York, NY 10019, US
We have reserved a block of discounted rooms exclusively for our registered attendees. Please use the link below to secure your reservation.
Deadline to book is October 30, 2026. After this date, the room rate will be subject to availability.






