CIBC MELLON X MERADIA – APPLIED AI & DATA ROUNDTABLE

Wednesday, September 24, 2025 – 2:00 pm. – 7:00 pm ET
CIBC Square 81 Bay Street, 8th Floor, Toronto, Ontario, M5J 0E7, Canada

Meradia and CIBC Mellon are co-hosting an exclusive, invitation-only roundtable bringing together senior leaders from across Canada’s financial services to explore how applied AI is reshaping investment operations, data management, and client engagement.

The session will feature real-world AI implementations from Microsoft Copilot to machine learning models that improve data quality, AI-augmented workflows, and innovative client engagement strategies. Designed as a collaborative forum, participants will share short “Ted Talk”-style use cases, sparking meaningful discussion on what’s working today and what’s next for the industry.

This interactive format creates a unique opportunity to benchmark progress with peers, exchange practical insights, and walk away with actionable frameworks to accelerate AI adoption. After the roundtable, guests are invited to continue the conversation at a networking reception nearby.

Agenda*

– Arrival & Networking
– Welcome & Opening Remarks
– Keynote Address
– Use Case Spotlights
– Roundtable Interactive Session
– Frameworks, Tools & Takeaways
– Wrap-Up Discussion
– Post-Event Networking Reception

*Agenda subject to change

Featured Speakers

– Mal Cullen Chief Executive Officer, CIBC Mellon

– Majid Shabir Head of Digital and Innovation, CIBC Mellon

– Brian Buzzelli Head of Data Practice, Meradia

– Martin Ouellette Director, Head of Trading & Investment Operations Practice, Meradia

If you’re interested in attending, please reach out to bbuzzeli@meradia.com.