AN EXCLUSIVE
MILLENNIUM DINNER
March 10, 2026 | Prospect | San Francisco
In partnership with
Overview
With consumer demands evolving at a rapid pace in today’s innovation economy, we have decided to gather a select group of 10-15 top financial services executives from forward-thinking brands to participate in open-format discussions about the current trends and evolving challenges the industry is facing.
Objectives
STRATEGICALLY CURATING
like-minded leaders in a relaxed but focused manner
CREATING AN ENVIRONMENT
conducive for you to establish powerful connections
IDENTIFYING NEW OPPORTUNITIES
to ensure your brand sustains its competitive advantage
Roundtable Discussions
During the Dinner you will participate in an interactive roundtable discussion of your choosing. Below are the topics:
- Where do you see the greatest potential for AI to deliver operational efficiency or ROI within financial services? What are the unique challenges organizations like yours face?
- How do you balance the need for growth with increasing productivity and reducing costs to serve? Where do you see AI driven capabilities having the most impact?
- How do you see AI transforming both client experiences and internal efficiencies across advisory, operations, and compliance functions in your institution?
Dinner Format
- Cocktail Hour
- Welcome Address
- Dinner & Roundtable Discussions
- Dessert & Round-Robin
