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 are rethinking where human expertise creates value, how data is governed, and what skills will define the next generation of leaders.

Join us for an evening of insight, discussion, and networking. Our panel of industry experts will explore the most impactful AI use cases across wealth and asset management, trading, and client service, offering you the chance to shape your understanding of future industry directions.

Key Discussion Themes: The conversation will focus on three core pillars, with strategic governance, data integrity, and market impact woven throughout:

• AI as a Strategic Shift: How financial institutions are moving from experimentation to enterprise-scale adoption, and where AI is reshaping competitive advantage, decision-making, and operating models.

• The Human + Machine Boundary: Where human judgment, accountability, and oversight continue to differentiate performance in an increasingly automated environment, and how firms are redefining roles and responsibilities.

• Organizational and Workforce Transformation: How leaders are navigating talent development, governance, and cultural change as AI fluency becomes essential across the enterprise, helping you stay at the forefront of industry leadership.

Whether you aim to sharpen your competitive edge, understand AI's long-term economic shifts, or implement practical strategies, this session offers actionable insights to help you thrive in the age of AI.

Meet the Speakers
Global Scale & Infrastructure: Joe Sieczkowski '90, Wells Fargo
Market Strategy & Wealth: Shannon Saccocia, Neuberger Berman
Cutting Edge of Technology: Matt Greenwood, Two Sigma
Enterprise Operations & Growth: Brett Riggi, Janney

Agenda
5:00 p.m. | Registration & Check-in
5:30 p.m. – 7:00 p.m. | Expert Panel Discussion + Audience Q&A
7:00 p.m. – 8:30 p.m. | Cocktail Networking Reception
Reception is generously sponsored by Two Sigma.

Cost: $60

Staff Contact: Nicole Rogai