AI & Fintech Strategy Masterclass for Executives
AI Disruption & Innovation in Fintech, Banking, Insurance & Central Banking
Masterclass & Executive Roundtable
Date : 20th to 22nd October
Type : In Person
Venue : Toronto, Canada
Fees : 2350 USD

Audience
CEOs, CTOs, CIOs, COOs, Heads of Risk, Compliance, Data, and Innovation in Banks, Insurers, Fintechs, Central Banks, and Investment Firms.
Format: 3 days of immersive sessions, global expert-led speakers, panels, case studies, and strategy workshops. Optional Day 4 tour.
Day 1: The State of AI in Finance - Opportunities & Risks
Theme: Foundations & Strategic Landscape
Morning: Opening & Macro View
Centre Stage : “AI, Machine Learning, and Generative AI – Global Impact on Finance”
- Central Bank Perspectives – AI’s Role in Monetary Policy, Supervision, and Regulation
- Session: AI in Payments, Lending, Credit Scoring – Case Studies from Global Fintechs
Afternoon: AI Applications Deep Dive
- Workshop: Natural Language Processing (NLP), Chatbots & Virtual Agents in Banking & Insurance
- Case Study: AI in Fraud Detection & Anti-Money Laundering (AML) – Real-World Examples
- Session: How Big Tech and AI Startups Are Redefining Finance
Evening:
Executive Networking Dinner
Day 2: Risk, Ethics, Regulation & Future-Proofing
Theme: Balancing Innovation, Regulation, and Risk
Morning: AI Risk, Compliance & Governance
- Centre Stage: AI Ethics, Bias, and Fairness in Credit, Insurance, and Markets
- Workshop: Building Responsible AI – Frameworks for Banks & Insurers (EU AI Act, US AI Executive Orders)
- Session: Operational Risk: Model Drift, Black Box Risks, and Explainability
Afternoon: Regulatory & Legal Focus
- : Global Regulatory Landscape: SEC, OCC, Fed, FCA, MAS, and ESMA AI Oversight
- Deep Dive: AI and Cybersecurity Threats in Finance
- Workshop: Data Privacy (GDPR, CCPA) & AI Data Risk Mitigation
Evening:
Executive Roundtable: “AI Regulation and Industry Self-Governance – Where Should We Lead?”
Day 3: Future-Driven AI Use Cases, Investment & Innovation
Theme: Visionary AI Applications & Investment Trends
Morning: Cutting-Edge AI Applications
- Keynote: Generative AI in Wealth Management, Investment Research, and Trading
- Case Study: AI-Driven Personalized Insurance – Embedded Finance Revolution
- Session: Decentralized Finance (DeFi), Blockchain AI Crossroads, and Central Bank Digital Currencies (CBDCs)
Afternoon: Innovation & Investment
- Panel: Venture Capital and Private Equity – Where Are the AI Fintech Bets Being Placed?
- Workshop: Building an AI-Driven Strategy & Innovation Lab in a Legacy Finance Institution
- Wrap-Up: Scenario Planning – The AI-Powered Financial Sector in 2030
Closing:
Certification Ceremony & Executive Action Planning Session
Day 4: Optional Topurs
- Optional Industry Tour
- Optional Tourist Visit
Global Expert Instructor Pool:
- AI Professors
- AI leads
- AI ethics specialists
- Global fintech founders and VCs
- Central Bank digital innovation leaders
Benefits of Attending:
- Certificate of Completion
- AI Risk & Opportunity Playbook
- Regulatory Compliance Checklist
- Executive Briefing Report on AI Future Trends
- Access to a private executive AI & Fintech network
