Artificial Intelligence and The Future of Finance

Artificial Intelligence and The Future of Finance Conference

March 20-21, 2025

Welcome to the AI & Future of Finance Conference at the Scheller College of Business at the Georgia Institute of Technology! This premier event brings together leaders in artificial intelligence, finance, technology, and academia to explore the future of fintech. By sponsoring this conference, your organization will gain unparalleled visibility and networking opportunities with industry innovators, thought leaders, and regulatory decision-makers.

About the AI and The Future of Finance Conference

The inaugural AI & Future of Finance Conference at the Scheller College of Business was a groundbreaking event that brought together leaders from academia and industry to discuss critical topics such as risk management in financial services, the implications of NLP-generated tasks on work, the evolution and future role of large language models (LLMs) in finance and society, and the intersection of financial institutions and tech stacks. The event featured c-suite industry leaders from leading financial organizations, including Equifax, Invesco, JP Morgan, Vanguard, Wells Fargo, and Citizens Bank, as well as regulatory agencies such as the Office of the Comptroller of the Currency (OCC).

Supported by the Financial Services Innovation Lab, the Master of Science in Quantitative and Computational Finance, and the Scheller College of Business, the conference was a major success, marking the first major Georgia Tech event exclusively focused on AI and finance.

Registration

Registration will open the week of November 25, 2024.

Note: Due to high interest and limited seating availability, our team will review all registrations. Upon submitting, you will first receive an email confirming receipt of your registration. Should your registration be approved, you will then receive a second email confirming your seat. We appreciate your patience and understanding.

Sponsorship and Partnership Opportunities

To Learn more about sponsorship and partnership opportunities, please reach out to fsilsponsorship@scheller.gatech.edu

Download the sponsorship package

Previous Speakers

View previous speakers

Join Us

Limited tickets available! Looking forward to seeing you at Georgia Tech AI and The Future of Finance Conference in Atlanta. Registration will open the week of November 25, 2024.

Sessions

8:00 a.m. - 8:30 a.m.
Registration and Technical Check-in
Venue: https://studentcenter.gatech.edu/student-center/rooms/atlantic

8:00 a.m. - 12:00 p.m.
Morning: Hands-on workshop on implementing LLMs in Finance presented by Georgia Tech Financial Services Innovation Lab featuring Snowflake.
- “Introduction to NLP and Finetuning Pre-Trained Language Models”
  Agam Shah
  Ph.D. Candidate, College of Computing, Georgia Tech
  Georgia Tech Financial Services Innovation Lab
- “Quantization and Performance Efficient Fine Tuning (PEFT)”
  Glenn Matlin
  Ph.D. Student, College of Computing, Georgia Tech
  Georgia Tech Financial Services Innovation Lab
- “Implementing NLP and ML on Snowflake”
  Jonathan Regenstein
  Head of Financial Data Science, Snowflake
  Affiliate, Georgia Tech Financial Services Innovation Lab
12:00 p.m. - 1:15 p.m.
Lunch
1:15 p.m. - 4:45 p.m.

“Opening Remarks and FinTech Fellows Awards”
- Jonathan Clarke, Interim Dean, Scheller College of Business
- Anuj Mehrotra, Dean-Elect, Scheller College of Business
- Chaouki Abdallah, EVPR and Chief Research Officer, Georgia Tech
Session 1: Future of Generative AI and Financial Services
- “AI and the Future of Finance”
  Sudheer Chava
  Alton M. Costley Professor of Finance, Scheller College of Business
  Georgia Tech Financial Services Innovation Lab
- “Future of LLMs”
  Diyi Yang
  Assistant Professor, Computer Science, Stanford University
  Affiliate, Stanford NLP and Georgia Tech Financial Services Innovation Lab
- “Future of Retrieval Augmented Generation (RAG)”
  Douwe Kiela
  CEO, Contextual AI
  Adjunct Professor, Symbolic Systems, Stanford University
Session 2: Practical Perspectives on Implementing AI in Financial Services
- Tucker Balch, Managing Director, JP Morgan AI Research
- Balaji Gopalakrishnan, Head of Enterprise AI, Vanguard
- Om Deshmukh, Head of Data Science & Innovation and Head of Data Products, Envestnet
Session 3: Ensuring Fairness in Financial Services: The Role of Explainable AI
- Kristoffer (Kip) Jackson, Senior Financial Economist, Office of the Comptroller of the Currency (OCC)
- Chris Yasko, SVP, Chief Data Scientist, Equifax
- Agus Sudjianto, EVP and Head of Corporate Model Risk, Wells Fargo
- Moderator: Peter Swire, J.Z. Liang Chair, School of Cybersecurity & Privacy and Professor of Law and Ethics at the Georgia Tech Scheller College of Business
Session 4: View from the C-suite: Promises and Challenges of AI in Finance
- Donie Lochan, Chief Technology Officer, Invesco
- Harald Schneider, Chief Data and Analytics Officer, Equifax
- Krish Swamy, Chief Data and Analytics Officer, Citizens Bank
- Moderator: Sudheer Chava, Alton M. Costley Chair Professor of Finance, Scheller College of Business
6:00 p.m. - 8:00 p.m.

Reception
Kessler Campanile, Georgia Tech
https://en.wikipedia.org/wiki/Kessler_Campanile