For Intelligent
Financial Transformation

23rd October 2026Morningstar

Days Until Conference:0 Days :00HoursHrs :00MinutesMin :00SecondsSec

AI use in finance has doubled in the last 2 years. 30% to 70%.

Global assets in AI and Big Data funds have grown 30x since 2018.

Yet 68% of CFOs are slow to adopt AI. They don’t know where to start.

Your roadmap to AI driven financial transformation starts here

The Optimizing Digital Innovation Conference is an annual gathering hosted by the iD Lab Insight in Chicago. Each year, nearly 200 industry professionals attend from numerous Fortune 500 companies. This conference features some of the brightest and most talented professionals in the field coming together to share knowledge between industry and academia. ODi is a one-of-a-kind opportunity to network and learn groundbreaking innovation strategies.

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AI use in finance has doubled in the last 2 years. 30% to 70%.

Global assets in AI and Big Data funds have grown 30x since 2018.

Yet 68% of CFOs are slow to adopt AI. They don’t know where to start.

Your roadmap to AI driven financial transformation starts here

The Optimizing Digital Innovation Conference is an annual gathering hosted by the DePaul iD Lab in Chicago. Each year, nearly 200 industry professionals attend from Fortune 500 companies to share knowledge between industry and academia.

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Speakers
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Participants
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Companies

For Intelligent
Financial Transformation

23rd October 2026Morningstar

0 Days :00 Hrs :00 Min :00 Sec

Past Highlights
ODi 2025 attendeesODi 2025 conference room
ODi 2025 speakersODi 2025 panel discussionODi 2025 panel with speaker10 year gala

Speakers

Yele Adelakun

Yele Adelakun

Founder & Executive Director
@DePaul iD Lab
Paul Haisman

Paul Haisman

Chief Intelligence & Innovation Officer
@AMPP
Nate Hartauer

Nate Hartauer

Senior Vice President
@Morningstar
Ben Barrett

Ben Barrett

Head of Technology & AI Accelerator
@Morningstar
Dwayne Prosko

Dwayne Prosko

Managing Director
@KPMG
Lei Shen

Lei Shen

Privacy Partner
@Mayer Brown
Daniel Schuffert

Daniel Schuffert

Divisional Vice President Strategic Sourcing
@HCSC
Laura Walsh

Laura Walsh

Chief Information Officer
@Culligan International
Matthew Guarini

Matthew Guarini

Technological Business Management
@TBM Council
Tim Dively

Tim Dively

National Digital Leader
@CLA
Reza Rooholamini

Reza Rooholamini

Chief Science Officer
@CCC Intelligent Solutions
Vikas Rai

Vikas Rai

Global Head of Security Finance
@Northern Trust Corporation
Todd Bowker

Todd Bowker

US Investments COO
@L&G
Akbar Aidarov

Akbar Aidarov

Senior Data Scientist
@Depaul iD Lab
Lawerence Johnson

Lawerence Johnson

Head of Fintech Engagement
@Morningstar
Terry Finch

Terry Finch

Division Vice President
@Abbot
Brandon Brooks

Brandon Brooks

Global Head of Privacy
@Morningstar
Mohan Naidu

Mohan Naidu

CEO
@Alphathena
Brad Peterson

Brad Peterson

Partner
@Mayer Brown
Varvara Alva

Varvara Alva

CFO & COO
@Avidbots Corp
Amy Shelly

Amy Shelly

CFA
@Blockfils
John Crosson

John Crosson

CEO
@Main Street Advisors
Nikhil Suresh

Nikhil Suresh

Senior Software Engineer
@Morningstar

Sponsors

Schedule

8:30 AM - 9:00 AM
Registration
9:00 AM - 9:20 AM
Introduction & Kick Off

Paul Haisman

9:20 AM - 9:55 AM
Why You Need Intelligent Financial Transformation More than Ever

Benjamin Barrett

Moderator: Yele Adelakun
Transition Break
10:00 AM - 10:40 AM
AI Governance, Regulation and Financial Risk

Tim Dively

Vikas Rai

Lei Shen

Brandon Brooks

Moderator: Yele Adelakun
Coffee Break
10:50 AM - 11:30 PM
Strategic Deployment of AI Financial Tools Across Enterprise and Market

Nikhil Suresh

Moderator: Lawrence Johnson
Transition Break
11:35 AM - 12:00 PM
Abbott AI Summer Camp - Use Case & Demo

Akbar Aidarov

Lunch
1:15 PM - 2:00 PM
Intelligent Financial Integration across the Enterprise

Laura Walsh

Matthew Guarini

Moderator: Yele Adelakun
Coffee Break
2:10 PM - 3:00 PM
How We Really Use AI: A Conversation with a Founder and an Angel Investor

Mohan Naidu

John Crosson

Moderator: Nate Hartauer
Transition Break
3:05 PM - 3:45 PM
Digital Intelligence Across the Financial Industry

Reza Rooholamini

Todd Bowker

Dan Schuffert

Transition Break
3:50 PM - 4:20 PM
Snippet to ODi'27 on Digital Healthcare

Terry Finch

Moderator: Yele Adelakun
Coffee Break
4:30 PM - 5:15 PM
Executive View on Intelligent Financial Transformation

Brad Peterson

Laura Walsh

Dan Schuffert

Amy Shelly

Varvara Alva

Moderator: Yele Adelakun
5:15 PM - 5:30 PM
Closing Remarks
5:30 PM - 7:30 PM
Network Reception