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The Intersection of AI & Finance: Practical Applications for Financial Institutions

This webinar provides a practical overview of how artificial intelligence is reshaping banking and credit union operations, from credit and fraud to member engagement and efficiency.

Attendees will gain a clear understanding of where AI is being used today, what’s coming next, and how to apply it responsibly within a regulated environment.

Upcoming
Beginner Friendly
DATE

Monday, December 14, 2026
2:30 pm - 4:00 pm

INSTRUCTOR

Driti Bafna

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • BSA
  • Collections
  • Commercial/Business Lending
  • Compliance
  • Deposit
  • Deposit Accounts
  • Deposit Compliance
  • Fraud
  • General Compliance
  • IRAs
  • Lending
  • Lending Compliance
  • Mortgage Lending
  • Reporting
  • Transaction Compliance
  • Trusts
  • Bank Legal Counsel
  • Bank Secrecy Act Officer/BSA Specialist
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • New Accounts Representative
  • Private Banker
  • Risk Manager
  • Senior Management
  • Small Business Lender
  • Teller
  • Training Manager
  • Trainer
  • Trust Officer

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Artificial intelligence is transforming how financial institutions operate—from credit decisions and fraud detection to member engagement and operational efficiency. This webinar explores how AI and finance intersect, what’s changing in the financial ecosystem, and what banks and credit unions should be preparing for. Designed for financial professionals, the session breaks down AI in practical terms, with a focus on risk management, governance, compliance, and member trust.

What You'll Learn

  • Understand how AI is currently used across the financial lifecycle.
  • Learn the impact of AI on credit risk, underwriting, deposits, fraud, and operations.
  • Identify opportunities where AI can immediately add value to banks and credit unions.
  • Understand governance, model risk management, and regulatory expectations.
  • Recognize risks, limitations, and how to build trust in AI-driven decisions.

    • Who Should Attend

    This session is designed for banking and credit union professionals involved in risk management, compliance, analytics, and operations. It is also valuable for leaders and decision-makers seeking to understand AI’s impact while ensuring governance, regulatory alignment, and member trust.
    Driti Bafna

    Instructor Bio

    Driti is a finance professional with over five years of experience in valuation modeling, data analytics, and financial accounting. She is a Chartered Accountant (CA) from India and has completed all three levels of the Chartered Financial Analyst (CFA) program. Previously, Driti worked as a Mergers & Acquisitions Consultant, advising on capital structures, performing financial due diligence, and developing advanced valuation models.


    As Lead Financial Analyst at ARCSys, she specializes in CECL modeling, allowance forecasting, and risk migration analysis. Driti combines her expertise in accounting, valuation, and data visualization to create analytics dashboards and deliver actionable insights for clients’ financial and regulatory reporting.
    ARCSys, founded in 2009, is a consulting firm focused on developing innovative solutions for CECL and Allowance for Credit Loss challenges.

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