PDT4:00 PM – 5:00 PM
Shannon O'Keefe
VP, Services Leader
Salesforce
Cathy Lanning
General Manager, Customer Growth and Transformation
Salesforce
Cicily Robinson
Senior Director, Business Value Services
salesforce
Nicole LaCamp
Senior Vice President, Platform Strategy
Pentagon Federal Credit Union
Learn how financial services firms plan, build, and scale agentic AI, and receive real deployment lessons, new delivery models, and proven frameworks for measuring business value and outcomes.
Outcomes
Goal A
Understand what best-in-class agentic AI deployment looks like across financial services and where the industry is headed.
Goal B
Apply a practical delivery framework for deploying agentic AI, including the cultural shifts needed to accelerate adoption.
Goal C
Learn how to measure and communicate the business value of agentic AI in financial services.
10 Hours to 30 Minutes: Closing the Execution Gap
Breakout • Intermediate
Thursday • 9:30 AM – 10:10 AM
2026 State of Email: Best Practices in the Agentic Era
Workshop • Beginner
Wednesday • 4:00 PM – 5:00 PM
2 keys to Unlock Trusted AI with Context-Rich Data
Breakout • Intermediate
Wednesday • 1:30 PM – 2:10 PM
3 essentials to Scale Multi-agent AI Across the Enterprise
Breakout • Intermediate
Wednesday • 9:30 AM – 10:10 AM