Conference Keynote Lunch and Learn Series: Brian Pisaneschi, CFA

Second Session Featuring Brian Pisaneschi
16 April | 12-1pm | JBWere, Auckland CBD
Our April 2026 session features a recording of Brian Pisaneschi’s Automation Ahead: Applying GenAI in Financial Services, followed by a facilitated discussion with Shane Solly, CFA.

At the 2025 Conference, Brian delivered a thought-provoking session on how Generative AI is reshaping financial services and what it means for investment professionals.

Drawing on insights from the CFA Institute Automation Ahead series, the session explores how rapid advances in GenAI are transforming risk management, regulatory reporting, investment analysis, and client engagement.

Key themes include:

• How GenAI is accelerating automation across investment and operational workflows
• The evolving skillsets required to work effectively with AI
• Practical tools and techniques for implementation in real-world settings

This series builds on key conference themes and provides members with the opportunity to engage more deeply with leading thinkers and peers in a smaller, interactive setting.

This is event is exclusively available to CFA Society New Zealand members and is limited to 20 participants.

Light refreshments will be served from 11:45am, ahead of the event commencing at 12:00pm.

CFA Society New Zealand has determined that this program qualifies for 1 PL credit hour under the guidelines of the CFA Institute Professional Learning program.

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Host or Publisher CFA Society New Zealand