Center for Financial Services 2026 Symposium : Lehigh University

About the Event

Financial Services Reimagined: Competing and Leading in the Age of AI
How AI is Reshaping Clients, Careers, and Competitive Advantage

Artificial intelligence is no longer on the horizon — it is actively transforming how financial institutions serve clients, price risk, build portfolios, and operate at scale. As AI moves from niche tools to enterprise-wide platforms, firms must rethink where human expertise creates value, how data is governed, and what skills will define the next generation of leaders.

Join this panel of industry experts as they explore the most impactful AI use cases across wealth and asset management, trading, and client service. Our speakers will debate the economic and workforce implications of rapid adoption and assess whether today’s investments represent a lasting structural transformation or a period of inflated expectations.

Key Discussion Themes:

Strategic Navigation: Lead rather than be disrupted in a rapidly evolving “human + machine” model.

The Value of Judgment: Identify where human intuition and oversight differentiate performance and build trust in an automated world.

Market Impact: Learn how AI is influencing market behavior and the changing roles of market participants.

Workforce Evolution: Understand how emerging talent is building AI fluency and how executives navigate enterprise-wide strategic shifts.

The Trust Mandate: Navigate the tension between algorithmic efficiency and the transparency required by clients and regulators.

Whether you are looking to sharpen your competitive edge or understand the long-term economic shifts of this technology, this session offers a roadmap for thriving in the age of AI.

Agenda

5:00 p.m. Registration & Check-in
5:30 p.m. Expert Panel Discussion & Audience Q&A
7:00 p.m. Cocktail Networking Reception
8:30 p.m. Event Concludes

Cost: $60

Staff Contact: Nicole Rogai