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Operationalizing AI at Scale:
The Enterprise AI Factory Playbook for Financial Institutions

Operationalizing AI at Scale: The Enterprise AI Factory Playbook for Financial Institutions

Dinner & Wine Tasting @ Butter, NYC
Wednesday, March 4th
@ 5:30 – 8:00 ET

Dinner & Wine Tasting @ Butter, NYC
Wednesday, March 4th
@ 5:30 – 8:00 ET

Join us to gain fresh perspectives, build valuable connections, and leave inspired to lead your organization into the future of data and AI.

Moderator & Panel

Tiarne Hawkins

Optica Labs Inc

Co-Founder & CEO


LinkedIn

Hunter Almgren

Hewlett Packard Enterprise

Distinguished Technologist


LinkedIn

Paul Cao

Wells Fargo

Global Head, Enterprise Data Platform


LinkedIn

Moses Acosta

Citi

Senior Vice President of Engineering


LinkedIn

About the Content

Most large financial institutions now have dozens of AI initiatives underway, yet many struggle to move beyond pilots to deliver consistent, enterprise-wide impact. As AI becomes embedded in core functions, from risk and compliance to operations and customer experience, leaders are rethinking how AI is designed, deployed, governed, and scaled.

This peer discussion explores how financial institutions are evolving from fragmented experimentation to an “AI factory” operating model, one that standardizes platforms, architectures, and processes while balancing innovation, security, regulatory requirements, and business outcomes. The conversation will focus on practical lessons for operationalizing AI reliably and repeatedly across the enterprise.

 
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Discussion Topics

  • Why AI Pilots Stall at Scale and How the AI Factory Model Addresses It – Structural and organizational barriers that prevent AI from moving into production, and how shared platforms and repeatable processes change the equation.
  • Defining the Core Building Blocks of an Enterprise AI Factory – What should be standardized across infrastructure, data access, tooling, governance, and workflows, and where flexibility still matters.
  • Enabling Innovation Without Compromising Control – How financial institutions separate experimentation from production to move quickly while meeting security, risk, and regulatory expectations.
  • Operating Models for Scaled AI: Roles, Ownership, and Decision Rights – How responsibilities evolve across technology, data, security, and business teams as AI becomes a core enterprise capability.
  • Measuring What Matters at the Executive Level – Moving beyond model performance to metrics such as time-to-value, reliability, reuse, cost efficiency, risk reduction, and measurable business impact.
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Agenda (in ET)

5:30 Registration and Networking Reception

6:00 Welcome Remarks

6:05 Wine Tasting

6:30 First Course & Networking

7:00 Moderated Industry Panel, Q/A, Dinner, Dessert, and Coffee

5:30

Registration & Networking Reception

6:00

Welcome Remarks

6:05

Wine Tasting

6:30

First Course and Networking

7:00

Moderated Industry Panel, Q/A, Dinner, Dessert, and Coffee

Who's Attending

An invitation-only group of enterprise technology, data, and AI leaders from major financial and insurance institutions in the New York metro area

Objectives

  • Gain actionable insights from industry experts on how to operationalize AI across the enterprise.
  • Exchange ideas with peers facing similar challenges and uncover innovative solutions.
  • Enjoy an exquisite, private dining experience that sets the stage for meaningful networking and collaboration

About the Venue

Butter, New York City

70 W 45th St, New York, NY 10036

Butter Restaurant has maintained an exclusive niche restaurant scene for stylish Manhattanites since its initial inception on Lafayette Street in 2002. The American restaurant is helmed by Food Network star and Executive Chef Alex Guarnaschelli, who uses greenmarket offerings to create a seasonal menu.

www.butter.com

 

Reserve Your Spot Here

If you are a public sector employee, it is critical that you verify the ethics code, laws and/or regulations that govern your ability to accept items of value from companies with whom you conduct business. Please obtain the necessary approval from your organization before accepting any item of value from HPE.

Sponsors

Unlock your boldest ambitions with HPE, your essential partner for the AI era. HPE uses the power of AI, cloud, and networking to help you move faster, work smarter, and achieve more. With deep expertise and bold ingenuity, we empower organizations to turn data into foresight, elevate performance, and drive real-world impact—at scale. Rooted in decades of innovation, we focus on helping companies adapt, grow, lead, and challenge the limits of what’s possible. www.hpe.com

Our Story

NVIDIA is a full‑stack, accelerated computing company that delivers the AI infrastructure and software powering the world’s most demanding enterprises, from cloud to data center to factory floor. We combine industry‑leading GPUs, high‑performance networking, and optimized software into integrated platforms that enable you to build, deploy, and scale generative AI, digital twins, and advanced analytics with unmatched performance and efficiency. As the engine behind many of the world’s largest clouds and AI initiatives, NVIDIA helps organizations transform their data into a competitive advantage, modernize their core systems, and accelerate innovation while reducing total cost of ownership and time to value. 

Organizer

Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders. Learn more at bdionline.com.