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FINANCIAL SERVICES EXECUTIVE CIRCLE

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

NEW YORK CITY
October 14th, 2026
The St. Regis | Two E 55th St

RSVP for October 14th!


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ABOUT

WHERE

The St. Regis New York

This Fifth Avenue landmark was founded in 1904 by John Jacob Astor IV as the pinnacle of Gilded Age luxury, establishing legendary traditions like signature white-glove butler service and the birth of the original Bloody Mary cocktail at its King Cole Bar. Over the past century, the Beaux-Arts flagship has served as a glamorous sanctuary for cultural icons, housing long-term residents like Salvador Dalí and hosting luminaries from Marilyn Monroe to Alfred Hitchcock.

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
1: 00pm - 2:00pm
Registration & Lunch
2:00pm - 2:30pm
Introduction and Program Kickoff with James McGeehan & Christian Kleinerman
2:30pm - 3:15pm
Discussion #1
3:15pm - 4:00pm
Discussion #2
4:00pm - 4:45pm
Discussion #3
4:45pm - 5:00pm
Conclusion
5:00pm - 7:00pm
Networking Reception / Seated Dinner

SPEAKERS

CHRISTIAN KLEINERMAN

EVP Product at Snowflake

JAMES MCGEEHAN

Global Head of Industry, Financial Services at Snowflake

CHRISTIAN KLEINERMAN

EVP Product at Snowflake

JAMES MCGEEHAN

Global Head of Industry, Financial Services at Snowflake

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