
Date: Tuesday, March 17, 2026
Event Time: 8:30 AM - 11:00 AM

S&P Global Office
Join an exclusive gathering of energy, credit and risk leaders for a candid, peer-driven roundtable focused on the evolving role of automation, especially generative AI, in the credit function. This informal session is designed to foster open dialogue, share practical insights, and benchmark approaches to integrating cutting-edge technology into the credit memo process.
Explore pressing questions with your peers, such as:
o Which areas of credit are most ready for automation, and how is GenAI currently being applied in credit workflows?
o How are firms handling governance, controls, and risk with AI-assisted analysis?
o Peer-to-peer benchmarking: What have been the real-world successes and setbacks in credit automation?
o How are teams deploying AI in credit memo workflows—within existing systems or as standalone solutions?
o What open questions and challenges remain?
Expect a highly interactive discussion, driven by participants—not presentations—where you can share your experiences, learn from others, and walk away with actionable insights.
Don’t miss this opportunity to connect with fellow leaders, benchmark your approach, and shape the future of credit automation. Register now to be part of this essential conversation.
Agenda at a Glance
- Arrival, Networking, and Breakfast8:30 – 9:00 AM
- Welcome & Opening Remarks9:00 – 9:15 AM
- Keynote9:15 – 9:45 AM
- Coffee & Networking9:45 – 10:00 AM
- Roundtable Discussion10:00 – 10:50 AM
- Closing & Next Steps10:50 – 11:00 AM
Speakers

Katie Firth

Andy Armstrong
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