THE ELITE EVENT FOR CHIEF DATA & ANALYTICS OFFICERS FROM BANKING, FINANCIAL SERVICES, AND INSURANCE

Name: CDO BFSI Exchange USA 2025
Start: 2025-09-16
End: 2025-09-17

September 16 - 17, 2025 | Kimpton Hotel Monaco Philadelphia, USA

Sponsorship Opportunities

Preliminary Program

IQPC Exchange is excited to announce that the CDO BFSI Exchange is expanding to the USA. Following 10 successful years of connecting Data and Analytics leaders from top companies in Banking, Financial Service and Insurance in the UK and Europe, this is opening the opportunity for the North American market to take advantage of the proven combination on best-in-class thought leadership, invitation-only networking and curated one-to-one meetings with relevant solution providers.

The honeymoon phase for genAI is over, centralized team setups are starting to be outdated, many cloud migrations haven’t delivered their promised results and everyone is tired of hearing that “data is the new oil”. It is time for data and analytics teams to get pragmatic, to focus on KPIs and ethics, productionalization and business outcomes.

With its invitation-only format and interactive discussion formats the Exchange will provide an exciting opportunity to collaborate with learn from the experience of industry peers, to help you build a strategy that will let your department have real impact across the organization.

Main Themes

The High Stakes of Compliance: Why You Can’t Afford to Slip & How to Implement the Right Processes to Avoid it

Data Security in Finance & How Smart Management Can Prevent Your Next Crisis

Tools Aplenty: Finding & Implementing the Right Ones for your Business Model

From Insight to Impact: Leveraging Data for Improved Customer Experience

Communicating the Value of Data into Money, Money, Money

Preliminary Program

THE EXPERT SPEAKER PANEL

Diego de Aragão

SVP, Balance Sheet Management & Analytics

Citi

Dave Bhattacharjee

SVP, Chief Data Officer

Farm Credit Bank of Texas

Deepak Konale

Chief Data Officer

Northern Trust

Thomas Hughes

SVP, Technology Architecture & Data Platforms Engineering

Navy Federal Credit Union

Nickolaus Lachman

SVP, Head of AI & Data Science

Valley Bank

Richad Nieves-Becker

AVP, Data Science

MetLife

Jean-Christophe Lionti

Managing Director and Chief Data Officer

Mizuho

Scott Richardson

Chief Data & Analytics Officer

First Citizens Bank

Erum Manzoor

SVP, Public Cloud

Citi

Yury Blyakhman

Managing Director

JPMorgan Chase

Yvonne Li

Chief Data and AI Officer

Starr Insurance

Melissa Richards

Chief Data Officer

Renasant Bank

Nolan Walker

Vice President, Data Analytics

Suncoast Credit Union

Pavan Yerra

SVP

Truist

View All Speakers

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Testimonials

"Great way to stay up to date with challenges and opportunities across the data landscape in Financial Services."

"The absolute MUST go-to event for networking, peer exchange and vendor discussions. Presentations, roundtables and think tanks from some of the most well-known and respected data leaders across the industry."

"Was great to meet peers and discuss Data & Analytics challenges faced by the BFSI industry. The keynotes have been insightful, whilst the roundtable sessions were refreshingly collaborative and informative. Great opportunities to network."

"The CDO BFSI conference was a rapid-fire exchange of ideas among data managers and solution providers. This kind of forum is essential as our strategies for data architecture are being transformed by the application of accelerated computing and advanced machine-based learning. The high-quality speakers, well-organised think tanks and the opportunity to meet with a wide range of sponsors all provided valuable insights."

"Great mix of senior leaders from BFSI organisations; good conversation around their data challenges and requirements; fantastic organisation from the team - very communicative and willing to make vendors' participation and involvement a success."

Contact Us

Attendance at the CDO BFSI Exchange USA is reserved only for data leaders and a select few partners who provide solutions to challenges currently being experienced by our audience of senior data executives. If this is you then get in touch with a member of the team on enquire@iqpc.co.uk to secure your place.

In Partnership With :

QUESTIONS?

Address: IQPC Ltd, 129 Wilton Road,
London SW1V 1JZ
Telephone: +44 (0) 207 368 9484
Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com