Next event / Free
Finance Breakout
A working room for finance professionals exploring AI in banking, accounting, investments, and financial services.
Your breakout leaders
Finance practitioners connecting AI to sharper analysis and better decisions.
They bring investing, banking, and data-product experience into a room built for practical learning.
Chip Kalousek
Senior Investment Strategist & Client Advisor, Savant Wealth Management
Chip is a Senior Investment Strategist and Client Advisor at Savant Wealth Management. A CFA charterholder with more than a decade in wealth management, he focuses on evidence-based investing and practical AI-first workflows for financial professionals.
LinkedIn ↗
Andrew Becker
Data Products Partner, Data and Analytics, Regions Bank
Andrew is a Data Products Partner in Data and Analytics at Regions Bank. He brings a corporate banking and data-products perspective to the Finance breakout, helping the group connect AI ideas to real financial workflows.
LinkedIn ↗From the community archive
See how Birmingham finance teams are putting AI to work.
These Finance breakout sessions cover financial analysis, reporting, equity research, and the workflows behind them.
No experience required