Program Chairs

Andriana Cvetkovik

AVP Global Privacy and Data Ethics at Sun Life

Diana Drappel

Assistant General Counsel, Emerging Technologies and Data, RBC

The law, regulation and ethics involving the use of artificial intelligence (AI) in financial services is evolving and regulators are prioritizing focus in this area. You need to stay up to date.

Artificial intelligence (AI) technology continues to rapidly advance, outpacing the evolution of the law and practice. In the context of a highly regulated environment, financial services professionals – and their advisors – must be able to comprehend and explain how they are using AI and managing the associated risks and meeting the escalating obligations in this area.

The use of AI in financial services is changing and gaining momentum. Missteps are becoming increasingly common, costly and burdensome – causing considerable harm to your business and your reputation. At the same time, regulators are prioritizing the need for transparency, explainability and fairness involving AI use in financial services, resulting in new and more rigorous expectations and scrutiny.

Designed to provide financial services professionals – and their advisors – with critical updates and guidance for navigating the landscape of AI-related law, regulation and ethics, in one-day you will get the best available intel to help you better manage the use of AI, and you will learn about leading use cases and how other jurisdictions are overcoming legal, compliance and operational risk issues, in order to create a responsible AI framework, processes and procedures in your organization.

Can’t Make the Date? Registration includes 120-day unlimited, online access to the recorded program.

What You’ll Learn

How the core technology works, key terminology, differences and the risks and limitations

Overview of leading use cases of AI and GenAI in the financial industry

Updates on the legal and regulatory landscape of AI for financial services, including emerging laws and regulatory guidance and the expected impact of the EU Artificial Intelligence Act

How to establish a responsible AI framework for your organization

Insights for dealing with AI-related compliance and operational challenges in the face of a shifting regulatory landscape

How and why industry guidelines are driving regulatory expectations in this area

Review of developments in ethical standards and emerging considerations, including US and EU influences

Strategies for building expertise to support human oversight and risk-based decision making

Tactics for managing complex risks and challenges including third-party model risks and open source GenAI

What’s happening in other jurisdictions, including how they are addressing AI-related privacy and IP concerns

Who Should Attend

Lawyers and legal professionals working in financial services, privacy, IT and mergers and acquisitions

Compliance and risk officers and professionals

Privacy and data governance professionals

Data ethics professionals, trust officers

Data analytics, data strategy teams

Information management professionals

Third-party vendors


Program Chairs

Andriana Cvetkovik

AVP Global Privacy and Data Ethics at Sun Life

Diana Drappel

Assistant General Counsel, Emerging Technologies and Data, RBC


Dan Adamson

Co-Founder and Interim CEO, AutoAlign AI; Co-Founder, Armilla Assurance/AI, and PointChain Technology; Advisor, Exiger

Olalekan (Wole) Akinremi

Partner, Deeth Williams Wall LLP

Brian Chau

Partner, Norton Rose Fulbright Canada LLP

Dave Keirstead

VP, Chief Data & Analytics Officer Canada, Sun Life

Suzanne Morin

VP, Enterprise Conduct, Data Ethics & Chief Privacy Officer, Sun Life

Tamara O’Connell

Patent Portfolio Manager, University of Toronto – Innovations & Partnerships Office

Carole Piovesan

Co‑Founder, Partner, INQ Law

Andres Rojas

Director, Applied AI Projects, Vector Institute

Jasmine Samra

Counsel, Gowling WLG LLP


Break (11:45 a.m. ET)

Lunch Break (1:30 p.m. ET)

Break (3:30 p.m. ET)

Program Concludes (5:00 p.m. ET)


Sep 10, 2024

$795 + TAX


Sep 10, 2024
10:00 a.m – 5:00 p.m (ET)

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