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Agentic AI for Financial Services – Executive Breakfast: Workshop & Roundtable

September 3 @ 9:00 am - 11:00 am

Sponsored by Women in ETF, J.P. Morgan Private Bank, and Miami Fintech Club

​​Location

J.P. Morgan Private Bank

​1450 Brickell Ave, Floor 33 | Miami, FL 33131

​​Date & Time

Tuesday, September 2

9:00 – 11:00 AM (Miami time)

About the Session

​Start your morning with fresh ideas, meaningful connections, and practical takeaways. Over breakfast at J.P. Morgan Private Bank, we’ll explore how Agentic AI is reshaping the future of financial services — and what it means for leaders like you.

​This interactive workshop and roundtable blends thought-provoking conversation with hands-on exercises designed to help you apply concepts in real time. You’ll leave with new perspectives, actionable strategies, and connections that can accelerate your work.

​The setting is intentionally intimate — just 20 seats — to ensure every voice is heard and every question explored.

Why Attend?

  1. ​Experience a rare blend of strategic insight and practical application.

  2. ​Exchange ideas directly with fintech, banking, and technology leaders.

  3. ​Explore real-world use cases of agentic AI — and how they can work for you.

  4. ​Build relationships in a high-trust, collaborative setting.

​​Who Can Join

​Limited to 20 participants — members have priority. Non-members may apply to participate; attendance will be confirmed upon review.

Details

Date:
September 3
Time:
9:00 am - 11:00 am
Website:
https://lu.ma/vgzmipkp

Venue

​J.P. Morgan Private Bank ​1450 Brickell Ave, Floor 33 | Miami, FL 33131