Leading Through AI: Trust, Talent and the Future of FS
Sarah Clarke speaks with Chris Perry, President of Broadridge Financial Solutions, about what it takes to help people build confidence with AI while the business changes around them.
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About this event
AI adoption now sits at the intersection of leadership, workforce capability, and trust. In this IKN conversation, Sarah Clarke, CEO of Intuition Americas, speaks with Chris Perry, President of Broadridge Financial Solutions, about what it takes to help people build confidence with AI while the business changes around them. Chris shares how Broadridge has embedded AI into the working lives of 15,000 associates through clear standards, internal controls, and a culture built on customer focus, accountability, trust, and entrepreneurship.
Who it's for
IKN gatherings are for senior learning, talent and L&D leaders from financial services and beyond, so the conversations stay with people facing the same decisions you are.
What we'll explore
Program
12:30 PMArrival and connections
Registration, coffee and informal networking, with one prompt to start the conversation: what are you trying to help your people get better at in 2027?
1:00 PMWelcome: the human advantage
AI is changing work at extraordinary speed. We open the afternoon with the capabilities that help people thrive alongside it: how we think, know and connect.
1:10 PMTHINK: What becomes more valuable when AI can do more?
An expert conversation on judgment, critical thinking, curiosity, communication and leadership, including knowing when not to accept the AI-generated answer, and what organizations are doing to strengthen these capabilities on purpose.
1:35 PMSee it in action: building human capability at scale
A fast demonstration from Intuition's work of a learning approach designed to develop human capability, not just transfer information.
1:50 PMIKN Exchange: what will you strengthen?
Small-group discussion: which human capability are you most worried about losing, or most determined to strengthen?
2:00 PMKNOW: If everyone has the answer, what does it mean to know something?
How AI changes learning, expertise and knowledge management: what people still need to know themselves, what can be augmented, and how organizations make sure people know enough to question and judge what AI produces.
2:25 PMSee it in action: the AI-powered learning experience
A demonstration from Intuition's work of AI-enabled learning, knowledge or performance support, focused on what's possible now rather than theory.
2:40 PMIKN Exchange: what are you learning?
What have you tried? What worked? What didn't? Practical lessons from inside your own organizations.
2:50 PMCONNECT: Your network is a skill
Why the ability to build, maintain and activate relationships is becoming a core professional capability, and how to move beyond traditional networking toward connection, generosity and mutual value.
3:15 PMSee it in action: the power of the right introduction
A live demonstration that uses the room itself: what people are looking for, what they can offer, and a few unexpected connections made in real time.
3:30 PMLevel Up: how we help each other get better
An interactive close where experts and attendees share the resources, practices and people worth knowing. What do you know that could help someone else in the room? What do you need help with? Who should know each other?
3:50 PMClosing: one thing you'll do differently
Think better. Know better. Connect better. Leave with one action you'll take and one connection you'll follow up.
4:00 PMIKN Happy Hour
Drinks, food and networking until 6:00 PM, with introductions based on the conversations, interests and needs that came up during the afternoon.
Times are a guide and may shift slightly as speakers confirm.
Places, tickets and invitations
Speakers
Chris Perry, President, Broadridge Financial Solutions
Sarah Clarke, CEO Americas, Intuition
Voices from earlier IKN conversations
From earlier IKN gatherings
IKN has brought learning, talent and HR leaders together in New York and Dublin. This is what those rooms look like.
Left: a panel at IKN Dublin. Top right: the IKN Early Careers session in New York. Bottom right: a full room at Diary of a CLO in New York.
More from IKN gatherings in New York and Dublin. Scroll sideways to see them all.
Convened by IKN.
Powered by Intuition.
IKN
The Intuition Knowledge Network turns insight from our network and the wider industry into practical strategies, resources and tools for L&D leaders, with deep roots in financial services. Our gatherings bring peers together to compare notes on the decisions in front of them.
Explore the Knowledge BaseIntuition
Since 1985, Intuition has helped financial institutions build their people's skills, from strategy through delivery. It has trained more than 2 million professionals in 140 countries, its content is used by 90% of the world's leading financial institutions, and it runs more than 1,000 workshop days a year.
Visit intuition.comRecognized for the work we deliver
Good to know
When and where is it?
Thursday, February 4, 2027, in Midtown Manhattan. Arrival and coffee from 12:30 PM, the Summit runs 1:00 to 4:00 PM, and the IKN Happy Hour runs 4:00 to 6:00 PM. We share the full address once your ticket is secured.
Who should attend?
Senior learning, talent and L&D leaders, in financial services and beyond: the people responsible for how their organizations build capability as AI changes the work.
How much does it cost?
Early release tickets open December 1. Intuition clients and invited guests attend on a complimentary basis.
I have a guest code. What do I do?
Use it when you RSVP on Luma. We'll confirm your place by email.
Is this a sales event?
No. Intuition sponsors the Summit, but the afternoon is about the conversations and the connections, not a pitch.
Who do I ask about anything else?
Use Ask the IKN team on this page and we'll come back to you.
Leading Through AI: Trust, Talent and the Future of FS
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