HOSTED BY MNP DIGITAL & MICROSOFT

AI Roundtable for Financial Services Industry Leaders

Artificial intelligence (AI) is rapidly reshaping how financial institutions and credit unions operate — from improving decision-making and operational efficiency to enhancing member and customer experiences through intelligent agents and automation. This invite-only roundtable brings together senior leaders from Canada’s financial services sector for an interactive half-day of insights, hands-on exploration, and peer discussion.

  • Date: Wednesday, April 8, 2026
  • Time: 8:30 – 9:30 a.m.: Breakfast and check-in
    9:30 a.m. – noon.: Interactive sessions
    12:00 – 1:00 p.m.: Lunch and networking
  • Location: MNP Office – Multi-Purpose Room (MPR)
    1 Adelaide St E, Toronto, ON, M5C 1J4

Register now as spaces are limited!

 

Hosted by MNP Digital and Microsoft, the session will focus on practical applications to help participants identify realistic next steps for responsible AI adoption across Generative AI, Agentic AI, and Machine Learning.

Why attend:
  • Explore real-world value: Understand how agentic AI, Copilot, and low-code solutions are delivering measurable business value across financial services.
  • Hands-on exposure: Experience practical demonstrations of AI agents, Copilot Studio, security considerations, and Azure-based integrations.
  • Learn from experts: Hear how MNP Digital and Microsoft are helping financial institutions approach AI with strong governance, security, and data foundations.
  • Collaborate with peers: Engage with fellow executives in facilitated discussions on data accuracy, measuring success, and organizational readiness.
  • Actionable takeaways: Leave with practical next steps and activities you can champion to prepare your financial instituition for the evolving AI landscape.
Hosts:
  • Ahmed Otmani Amaoui – Partner, Microsoft Practice Lead, MNP Digital
  • Sherief Ibrahim – Business AI Leader Microsoft SME&C Canada, Microsoft
  • Chris Willoughby – Partner, Consulting, MNP
  • Annette Bester – National Credit Union Leader, MNP
  • Rob Alexander-Carew – Solution Specialist, Azure & AI, MNP Digital
Agenda:

Discover how AI is transforming financial services in an interactive, peer-driven session designed for credit union and financial services leaders.

  • Breakfast and introductions – Attendee networking and overview of session goals (60 min)
  • What we’re seeing in the market – MNP overview of successful AI planning in financial services, including financial services and credit union–specific use cases (60 min)
  • Microsoft’s approach to AI – Assistants, agents, Copilot, and purpose-built solutions (30 min)
  • Facilitated discussion – Peer-to-peer discussion on data readiness, governance, and how to measure the success of an AI strategy (55 min)
  • Closing remarks (5 min)

Breakfast, refreshments, and a light lunch will be provided.

Location: MNP Office – Multi-Purpose Room (MPR)
1 Adelaide St E, Toronto, ON, M5C 1J4

Register

Space is limited. Register soon to secure your spot!

Please share any dietary restrictions with Chandrima Ghosh at [email protected]. For questions or registration assistance, contact Chandrima at the same email address.