Recording: Balancing AI and Compliance for Growth

Date & Time
Jul 16, 2025 - Jul 16, 2026
2:00 PM
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About the Webinar

PRESENTERS:

  • Jon Steinert - Partner, AI and Data Leader, Guidehouse

  • CJ Spates - Head of Enterprise Functions & Business Banking Risk Management, SVP, Citizens Bank

 

ABOUT THE WEBINAR:

Join us for an insightful webinar that delves into the evolving intersection of artificial intelligence and risk management in the banking sector. As AI continues to reshape financial services, striking the right balance between innovation and the growing complexities of operational risk and governance has never been more critical. 

Our panel discussion will offer a broad perspective on current AI trends and dive deeper into the specific opportunities and challenges in banking.

WHAT YOU'LL LEARN:

  • How proper business processes are enablers to technology
  • How to frame your data access strategy
  • Regulatory expectations and challenges in AI adoption
  • How to create an AI culture and incentive internal adoption
  • Real-world case studies and expert insights

WHO SHOULD ATTEND:

Senior banking leaders across risk and compliance, technology, and operations and anyone interested in the future of AI in banking.

Discover how industry leaders are navigating this dynamic landscape and what it means for the future of banking.

Topics: 

  • GenAI and future applications in banking
  • Data preparedness
  • Risk and controls
  • Ethical AI
  • The human element

 

ABOUT OUR PANELISTS:

Jon Steinert

Partner, AI and Data Leader, Guidehouse

Jon’s career spans data-driven decision-making, AI-powered innovation, and large-scale cloud transformation, and brings a strategic, forward-looking approach to enterprise technology. As a certified Master Technology Architect and AWS Solution Architect Professional, he specializes in helping organizations evolve their AI and data ecosystems—now supercharged by the rise of generative AI and emerging technologies.

 

CJ Spates

Head of Enterprise Functions & Business Banking Risk Management, SVP, Citizens Bank

CJ Spates is an accomplished risk management professional with over 18 years of experience in the banking sector. Currently serving as Head of Risk Management for Enterprise Functions and Business Banking and Senior Vice President at Citizens Bank. CJ has held various senior roles in risk management, including Senior Director and Director. Prior to moving into the first line, CJ managed audit engagements and compliance efforts while collaborating with global business as a subsidiary of the Royal Bank of Scotland.  In 2023 CJ began to stand up a risk management program for Generative AI at Citizens Bank, and continues to oversee that risk team and program today.  

 

**CBA Webinars are free for all CBA members. Please login to register. If you have any questions or need assistance with registration please reach out to Isabella Brennan (ibrennan@consumerbankers.com).

Registration

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