Summit

Part three is out!

This Complexity Simplified series wraps up with our third and final discussion, where Josh Goldberg, MBA, CPA, CFA, CIA, FRM and Joe Mattey shift the lens to executive leadership.

After laying the groundwork in Episodes 1 and 2—covering fundamentals of AI/ML, best practices, and parallels to traditional model development—this conversation looks over the horizon.

We explore:
🔹 How financial institution leaders can assess AI readiness
🔹 The role of openness, collaboration, and standardization in model development
🔹 Why benchmarking and user feedback loops matter for sustained success
🔹 Strategic steps executives can take today to avoid “shallow adoption” and prepare for transformational change

Whether you’re leading a modeling group, managing risk, or building out AI/ML capabilities, this episode offers practical insights on balancing today’s uncertainty with tomorrow’s opportunity.

🎧 Listen to the full episode here: https://hubs.li/Q03DYKp40

Part two is out!

Josh Goldberg, MBA, CPA, CFA, CIA, FRM and Joe Mattey shift the focus to what model developers can learn from the practices driving AI/ML success. They explore how rapid iteration, data-centric workflows, and strong feedback loops can transform performance and agility—while keeping risk management front and center.

Whether you’re building AI models or traditional ones, these best practices offer practical ways to enhance your development process and stay ahead in a rapidly evolving landscape.

Tune in now to see how the lessons from AI/ML can elevate your approach.

👇 Listen below and let us know your thoughts!
Listen Here: https://hubs.li/Q03CTyyK0

In our very first episode, Josh Goldberg, MBA, CPA, CFA, CIA, FRM and Joe Mattey set the stage for our new podcast series with a practical intro to AI/ML—covering key definitions, must-know terminology, and how model management is evolving at financial institutions.

Whether you're just starting to explore the world of AI or already deep in it, this episode lays a strong foundation for what’s ahead—especially how high-performing AI is reshaping job functions across the industry.

Tune in now to get grounded before Episode 2 takes us even deeper.

👇 Listen below and let us know your thoughts!
Listen Here: https://hubs.li/Q03B_Sc_0