Three days. One defining conversation.
A carefully designed experience combining executive perspectives, candid peer learning, and shared time together designed to build relationships that continue long after the weekend.
Perspective. Practical Learning. Relationships.
The Genesis program is designed around three outcomes: helping leaders see what is coming next, learn directly from peers doing the work, and build relationships that continue long after the weekend.
- 01PERSPECTIVESee what is coming next.
- 02PRACTICAL LEARNINGLearn from peers doing the work.
- 03RELATIONSHIPSBuild connections that continue.
The Questions Leaders Must Answer Next
- 01What changes when enterprise AI moves from recommendations to actions?
- 02How should organizations control increasingly autonomous systems at runtime?
- 03Where is AI creating measurable value—and where are cost and complexity accumulating?
- 04What should boards expect from AI leaders over the next 12 to 24 months?
- 05How should enterprises scale autonomy without losing control, accountability, or evidence?
- 06Which decisions must leaders make now before the operating model hardens around them?
What Is Working—and What Is Not
Friday begins with an executive lunch at noon, networking at 1:00 PM, and a formal program from 1:30 PM to 5:30 PM at the Archer Hotel. The day features keynotes, two executive panels, and a live technology demonstration, followed by a break and a hosted dinner at County Line BBQ on the Lake. Transportation to dinner is provided from The Archer Hotel.
No sales pitches. No rehearsed panels. Practical lessons from leaders accountable for real outcomes.
- 01Executive LunchRelationships
Informal opening lunch for attendees, speakers, customers, partners, and invited guests. Build relationships before the formal program begins and create the intimate, peer-oriented environment that defines Genesis.
12:00 PM – 1:00 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 02Coffee, Networking & Transition to Executive SessionsRelationships
Informal networking as attendees move into the main session room.
1:00 PM – 1:30 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 03Welcome + OpeningThe Enterprise AI Inflection PointGina Carfagno, CRO, Trustwise; Manoj Saxena, Founder & CEO, Trustwise
Enterprise AI is moving from systems that recommend to systems that act. Manoj Saxena frames the Genesis question for the day: what must enterprise leaders put in place now before AI autonomy outpaces enterprise control?
1:30 PM – 1:40 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 04The Human Future of Autonomous FinanceThe Human FutureSanoke Viswanathan, CEO, FactSet
Autonomous finance will reshape how financial professionals work, how decisions are made, and how firms differentiate. Sanoke will share FactSet's vision for agentic workstations, AI-ready data ecosystems, and the FactScore trust signal being developed with Trustwise.
1:40 PM – 2:05 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 05Shared Accountability in the Age of AI: How CIOs Scale Innovation Without Losing ControlLeadership & AccountabilityJavier Polit, CIO, Costco
As AI becomes embedded throughout the enterprise, responsibility for outcomes can no longer sit exclusively with IT, data science, risk, or the business. Javier explores why successful AI deployment requires shared accountability between technology and business leaders.
2:05 PM – 2:30 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 06Panel: From Pilot to Production — What Changes When AI Starts Acting?From Pilot to ProductionSaima Shafiq, SVP, Head of Enterprise AI Enablement, US Bank; Dennis Howard, Managing Director, Chief Technology, Operations & Data Officer at Schwab; Dr. Paul Dongha, Head of AI Strategy & Responsible AI, NatWest Bank; Dr. Hatim Abdulhussein, CEO, Health Innovation KSS and NHS National Innovation Network Leader · Moderator: Avivah Litan, Former Gartner Group VP & Distinguished Analyst
The biggest enterprise AI challenges often appear after a successful pilot. Leaders from banking, financial services, and healthcare discuss authority, ownership, data, human intervention, execution boundaries, reliability, policy, evidence, and operational accountability.
2:30 PM – 3:10 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 07Break
Coffee and informal discussion.
3:10 PM – 3:25 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 08Trust Your Agent Execution ChainAgent Execution & Runtime ControlAman Thind, Field CTO, Cognition
As AI advances software engineering from reasoning to action, trust must extend across the entire execution chain for every step of the SDLC. Aman discusses how to keep autonomous agents operating within clear enterprise and regulatory boundaries.
3:25 PM – 3:50 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 09Live Technology Demonstration: From Intent to Outcome — Controlling an Autonomous Execution ChainAssess · Control · Optimize · ProveMatthew Barker, Head of AI Labs, Trustwise
A real enterprise-style agent workload followed from human intent through autonomous execution to evidence-backed outcome. See runtime interventions—Allow, Block, Modify, Escalate, Require Approval, Degrade, Quarantine, Suspend—and the economics of the AI estate.
3:50 PM – 4:20 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 10Panel: The Economics of Autonomy — Proving AI Value Beyond the DemoEconomics & Enterprise ValueDr. Sammy Assefa, Head of AI, Wellington Management; Matt Sanchez, CTO, IBM Apptio; Prem Kumar, CTO and Head of AI, Hitachi Digital Services; Cameron Davies, Chief Data Officer, Yum! Brands · Moderator: Dr. Suraj Srinivasan, Professor, Harvard Business School
Enterprise AI economics are rapidly becoming more complicated than model price or token cost. Autonomous workloads create execution chains involving multiple models, tools, APIs, context, memory, retries, approvals, infrastructure, and human intervention. The panel asks: what does it cost to produce a completed, trustworthy AI outcome?
4:20 PM – 5:00 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 11Closing Conversation: What Will Separate the AI Winners From the AI Spenders?Board & Investor PerspectiveNajib Khouri-Haddad, Managing Director, Sway Capital; Sonali Vijayavargiya, Founder and MD, Augment Ventures; Emmet Keeffe III, Managing Director, Insight Partners; Kamal Anand, President & COO, Trustwise · Moderator: Dr. Suraj Srinivasan, Philip J. Stomberg Professor of Business Administration, Harvard Business School
A short board- and investor-level conversation connecting the day's themes: which capabilities create sustainable advantage, where the market is overinvesting, and what leaders should accomplish over the next 12–24 months.
5:00 PM – 5:25 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 12Closing RemarksWhat Leaders Do NextGina Carfagno, CRO, Trustwise; Kamal Anand, President & COO, Trustwise
Control the Risk. Discover the Value. Prove the Impact. Three conclusions from Genesis and the closing message from Trustwise leadership.
5:25 PM – 5:30 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 13Break / Personal Time
Return to rooms, refresh, and prepare for the evening program. Transportation to dinner provided from The Archer Hotel.
5:30 PM – 6:30 PM The Archer Hotel, 3121 Palm Way, Austin TX 78758 - 14Hosted DinnerRelationships
Casual Texas BBQ and an intentionally unstructured evening designed for conversation and relationship building. No formal presentations.
6:30 PM – 8:30 PM County Line BBQ on the Lake, 5204 Ranch Rd 2222, Austin, TX 78731. Transportation provided from The Archer Hotel.
Designed for candid, high-signal conversation.
- Executive PerspectivesWhat leaders and boards need to understand next.
- Candid Peer ConversationsWhat worked, what failed, and what leaders learned.
- Practitioner Case StudiesReal deployments, operating decisions, and measurable results.
- Live DemonstrationsEmerging capabilities shown in practical enterprise settings.
- Private RoundtablesSmall-group discussions designed for open exchange.
- Shared ExperiencesHosted time together that allows stronger relationships to form naturally.