From Complexity to Clarity: The FSI Cloud Transformation Imperative

Executive Dinner

May 1, 2025 - New York City, NY

Visionaries

Ibrahim Jackson Ubiquitous Preferred Services
Ibrahim Jackson

Founder

Ubiquitous Preferred Services

Dinner

Ibrahim works with technology, human resource, and other business leaders to develop, upskill, and retool teams of people for next practice leadership in a changing world of work. By providing workshops, coaching, and consulting, with a team of industry experienced professionals, to large-scale enterprises and government agencies, employees are prepared for future opportunities today. Our underpinning Digital Professional Framework governs our people transformation programs with a focus on four key areas: 1. Digital Depth 📱 2. Business Acumen 📊 3. Interpersonal Skills 🤝 4. Social Impact 🌎 Whether transformation, modernization, evolution, or restructuring, all of these changes have a basis for moving the organization forward. Leaders are trusted and relied upon to bring sustainable change to successful completion using competence, appropriate practices, skills, behaviors, and mental models to galvanize people and achieve sustainable change, continuous improvement, and make the most significant impact, so their organization realizes optimal value. TRAINING Our focus on digital and leadership attracts technology leaders and human resource executives working on developing people that need to be ready to lead in an era of emerging technology and where business models are expanding and evolving. We provide standard training, bespoke modules customized to the needs of the organization, modules tailored to the specific business objectives of the organization, and on-demand modules. Our learning journeys are immersive, experiential, and applicable to the particular business challenges our clients have. COACHING While many challenges and opportunities across organizations may be similar, their specific context, focus area, and goals are often unique. Having a coach or executive coach that can be an extension of your brain trust often leads to better decision making, improved results, and career elevation. We use a variety of coaching and group coaching models that help our clients excel at the aforementioned. CONSULTING By pairing our client's institutional knowledge with our broad range of expertise from across many industries, we help leaders tackle today's problems so that they achieve a competitive advantage on their journey towards making a material difference in their business. We perform simple to complex assessments, primary and secondary research, and strategy development where and when needed. When working with us, we own your problem, allowing you to capitalize on the solution's rewards.

May 1, 2025

Agenda

All times Eastern Time

5:30 PM-9:00 PM

From Complexity to Clarity: The FSI Cloud Transformation Imperative

The accelerating pace of change has transformed modernization from a long-term objective into a present-tense imperative for financial institutions. In 2024 alone, 92% of banks increased tech spending on data, AI, and modernization, and 61% have already moved at least half of their applications to the public cloud. At the same time, the rise of AI-powered tools is enabling firms to tackle legacy tech debt faster and more effectively, opening the door to smarter, more scalable modernization strategies.

This exclusive CxO roundtable will bring together financial services executives and cloud experts to explore:

  • Modernizing from legacy on-prem systems to event-based architectures for real-time transaction processing, improved reliability, and fraud detection
  • Building cloud-based data platforms to unlock predictive analytics, AI-powered insights, and stronger market responsiveness
  • Leveraging Agentic AI to drive operational efficiency—from document automation to enhanced customer interaction and developer productivity
  • Strengthening compliance and security with cloud-native frameworks and AI-driven risk mitigation
  • Creating new revenue opportunities through embedded finance, hyper-personalization, and intelligent products

Join industry peers for a focused, strategic discussion on what’s working, what’s next, and how to accelerate meaningful change. Leave with actionable insights and a clear path forward to reduce risk, optimize costs, and drive growth.


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