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FINANCIAL SERVICES EXECUTIVE CIRCLE

Executive forum on the future of data and AI in Financial Services

NEW YORK CITY
JANUARY 14, 2026
JAMES BEARD HOUSE

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ABOUT

WHERE

James Beard House

This West Village townhouse was the final residence of James Beard, the iconic cookbook author and personality often referred to as the “Dean of American Cookery.” Before his death in 1985, Beard welcomed students into his kitchen for classes at the James Beard Cooking School, and hosted luminaries like Julia Child and Jacques Pepin.

WHAT TO EXPECT

Join us for an exclusive, invite-only afternoon of executive-level discussion, thought leadership, and connection . The agenda focuses on the future of data and AI in Financial Services, featuring a kick-off and executive panel, followed by deep-dive discussions.

WHY SHOULD YOU ATTEND

The Circle is an exclusive executive forum for 15 of our most strategic customer leaders. Members benefit from executive peer networking and a direct channel for sharing best practices and industry trends.

AGENDA

Time DETAILS
12: 00pm - 1:00pm
Lunch & Registration
1:00pm - 2:45pm
Kickoff and Discussions 1 & 2
2:45pm - 3:15pm
Executive Experience: Afternoon tea
3:15pm - 5:00pm
Discussions 3 & 4
5:00pm - 8:30pm
Optional: Dinner at Casa Cipriani
  • 5:00pm | Travel to Casa Cipriani (transportation will be provided)
  • 5:30pm | Executive Financial Services Dinner at Casa Cipriani with Snowflake & EY

please note your interest in the RSVP form

SPEAKERS

MIKE GANNON

Chief Revenue Officer

BRIAN ROBINS

Chief Financial Officer

RINESH PATEL

Global Head of Industry, Financial Services

MIKE GANNON

Chief Revenue Officer

BRIAN ROBINS

Chief Financial Officer

RINESH PATEL

Global Head of Industry, Financial Services

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