Agentic AI in Finance (Morgan Stanley, Bloomberg, Visa, TabAI)

​How can agentic AI reshape corporate finance workflows?

​Designed for Finance Leaders seeking practical applications of AI for their daily work, this workshop brings together leaders in AI and finance to answer that question.

​Keynote speakers Jeff McMillan, Head of Firmwide AI at Morgan Stanley, and Gary Kazantsev, Head of Quant Technology Strategy at Bloomberg, will share their experiences deploying AI at scale—covering governance, trust, and connecting vast datasets to practical workflows.

​Then Vasant Prabhu, Former CFO and Vice Chairman of Visa, Board Member at Delta and Intuit, will highlight automation opportunities in corporate finance.

​Finally, Iris Meng will substantiate recent progress by providing a hands-on experience on how AI agents can help with Excel-based finance workflows.