Session 1: Capturing Opportunity from AI

Overview

Welcome to Part 1 of our 3-Part AI Educational Program Series!
The AI Opportunity, How we are Already Using it and What’s Next

Event Overview

This series answers an essential question for business owners and board directors: What questions about AI should boards and leaders answer for their businesses in 2024?

Our first session considers how AI can improve business processes, enable better team performance, and lead to greater corporate value. We’ll share specific areas where AI can streamline operations, reduce costs, or enhance customer experiences. Additionally, we will provide ways to assess the cost-benefit tradeoff in introducing AI to company operations by examining industry and competitive trends. The session concludes by discussing approaches to enhance or create new product/service offerings using AI. Participants will come away from this session with a perspective that helps them evaluate where their companies stand in readiness and capabilities to adopt, develop, implement, and manage artificial intelligence in their companies’ products, services, and processes.

Core subject matter for the session:

• Overview of AI frameworks and models
• Use of AI in business processes
• Industry and competitive trends in AI
• AI readiness assessment tools

Agenda:

• 4:30-5:30 pm: Networking
• 5:30-6:45 pm: AI Program
• 6:45-7:30 pm: Networking

Please save the date for parts 2 and 3 of this series!

• Session 2: Building an AI Foundation for Growth | April 11, 2024
• Session 3: Managing Your AI Risk Profile | May 21, 2024

Parking

Complimentary garage parking is available.

Registration

$50 for all 3 sessions in the series
$25 for Session 1 only

Members can bring a Guest at no charge. Please use the promo code "MemberGuest". 

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Thank you to our National Sponsors!

Thank you to our Chapter Sponsors!

GOLD SPONSORS

 

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BRONZE SPONSORS

 

Panelists

Denise is a highly skilled executive with over 20 years of experience in the information technology and financial services industries. As a partner and the CIO at Kingsmen Software, she has established herself as a leader in software delivery, product development, and program management. Her expertise in these areas has been honed through her extensive experience in managing complex programs, analyzing business processes and requirements, and developing IT strategies that drive business growth.

As a Program Evangelist, Denise is committed to building and leading high-performing teams that consistently deliver quality software solutions. She is a strategic thinker who excels at creating and implementing innovative approaches to software development and delivery, and her track record of success in this area is a testament to her leadership skills.

Denise has exceptional communication and collaboration abilities, which enable her to work effectively with stakeholders at all levels of an organization. She has a proven track record of building strong partnerships with clients and stakeholders, which has enabled her to deliver exceptional results in a variety of settings.

Denise is a dynamic and results-driven leader who is passionate about delivering value to her clients and driving business growth through the use of technology.

Bryan Wood is a seasoned data science executive at Bank of America, bringing a wealth of expertise and leadership in the field of artificial intelligence (AI). With a track record of spearheading transformative initiatives, Bryan has consistently driven innovation and delivered impactful solutions to complex business challenges. 

Bryan has championed the integration of cutting-edge AI technologies into financial systems and processes since starting his financial services career in 2006, revolutionizing the way organizations leverage data for strategic decision-making and process automation. His visionary approach has not only resulted in substantial cost savings and operational efficiencies but has also unlocked new revenue streams and facilitated unparalleled user experiences.

As a sought-after speaker and thought leader, Bryan has shared his expertise on AI, machine learning, and data-driven strategies at numerous industry conferences and forums. With a focus on practical applications of AI and delivering use cases to production, Bryan is uniquely positioned to shed light on the intersection of cutting-edge technology and enterprise use cases, enabling attendees to navigate the rapidly evolving landscape with confidence and foresight.

Denny is the Partner leading EDGE – The Innovation Lab of FORVIS, which focuses on the incubation, development, and deployment of high value, relevant solutions for clients in today’s rapidly changing business environment. In addition, EDGE aims for increased efficiencies in the delivery of services, as well as creating enhanced client experiences and satisfaction. 

Furthermore, an important mission of EDGE is to cultivate a solutions-oriented culture throughout the firm. Denny is leading that charge by collaborating with industry experts to create a new mindset and to recognize innovative behaviors across the FORVIS landscape. Using his years of hands-on client experience, technical knowledge, creative thinking, and problem-solving abilities, Denny is uniquely qualified to inspire and lead innovation efforts within FORVIS. Prior to EDGE, he led the firm’s Assurance Innovation and Methodology Group. His strategic vision and leadership played an instrumental role in the firm’s decision to develop a proprietary assurance methodology and invest in the research and development of innovative technologies to modernize the assurance practice.

Due to Denny’s innovative mindset and thoughtful execution, FORVIS has transformed their assurance methodology and built the foundation for the assurance practice of the future.Denny has more than 24 years of public accounting experience serving both public and private companies in a variety of industries. This experience includes 14 years of client service in the assurance practice (more than six years with an international firm) and two years with the firm’s Professional Standards Group.

He is a member of the:

• American Institute of Certified Public Accountants (AICPA)
• AICPA’s Assurance Services Executive Committee
• North Carolina Association of Certified Public Accountants

Denny’s prior involvement with the AICPA includes:

• Member – Accounting and Review Services Committee (2016 – 2019)
• Chair – Accounting and Review Services Committee (2019 – 2022)
• Chair – Task Force for Statement on Standards for Attestation Engagements (SSAE) 19, Agreed-Upon Procedures Engagement

Denny is a graduate of Auburn University, Alabama, with a B.S. degree in accounting and an M.Acc. degree.

Moderator

Carolina Ko is a Senior Vice President, Senior Relationship Manager on the Charlotte Global Commercial Banking team. As a Senior Relationship Manager, Carolina is responsible for managing a portfolio of middle market companies with revenue above $50MM, along with developing new business for the Bank. Carolina advises these clients on a variety of strategic solutions including credit, treasury, leasing and markets.

In 2011, Carolina joined Bank of America as an associate in the Investment Banking division. As part of the Investment Banking team, Carolina worked on Mergers & Acquisitions advisory and Capital Markets transactions for large corporate clients within the Consumer & Retail industry. Carolina also spent time in the COO division of Global Banking and Markets where she focused on Global Corporate & Investment Banking and Global Transaction Services. In 2016, Carolina joined Global Commercial Banking and is focused on helping middle market companies achieve their strategic goals. Carolina holds a M.B.A. from Vanderbilt University and a B.S. in Business Administration with a major in finance and a minor in entrepreneurship from the University of Florida. Carolina is the Chair of Bank of America’s Hispanic-Latino Leadership Council in Charlotte. She is also a Board Member of The Harvest Center of Charlotte and volunteers for the Charlotte Bilingual Preschool, Second Harvest Food Bank of Metrolina and Loaves & Fishes.

Carolina lives in Charlotte and spends her free time with her husband, 2 sons and yorkie.

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