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Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

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Diversify your portfolio and earn additional interest income. End-to-end lease origination and administration automation make it possible.

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TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

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AI

Navigating AI risks: Policies, vendors, and compliance

Thursday, October 16, 2025
2:00 PM ET / 1:00 PM CT

For many institutions, the biggest barrier to AI adoption is not the technology itself but the risks that come with it. From third-party vendor oversight to regulatory scrutiny, leaders need a clear framework for governance.

This session will cover practical approaches to AI banking risk management, including vendor due diligence, meeting compliance obligations, and policy development. Join our panel to learn how to reduce risk while maintaining the flexibility to innovate.

You will learn:

  • Best practices for evaluating and managing AI vendors
  • How to align AI initiatives with regulatory expectations
  • Steps to establish policies that balance innovation with responsible oversight

Check out the entire “Getting started with AI in banking” webinar series.

Meet Your Presenters

Edward Callis, CPA, CISSP, CCSP

Vice President of IT Risk & Assurance
Edward Callis is a Vice President of IT Risk & Assurance at Abrigo. He leads a team of IT professionals who assess Abrigo’s vendor and partner ecosystem, and who provide comprehensive due diligence documentation so financial institutions can make an informed choice when selecting software platforms. Edward has more than

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Kevin Abbas

Vice President, Product Management
Kevin Abbas is Vice President of Product Management at Abrigo, where he leads strategy and execution across data, analytics, and AI-driven solutions. With more than a decade of experience at the intersection of financial services and technology, Kevin has led the development of products that help financial institutions better understand

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Charlie Wilson

Manager of Data and Reporting
Charlie Wilson is the Manager of Data and Reporting Services for Abrigo’s Advisory Services team, where he combines nearly a decade of experience in data integration, reporting, and consulting to help financial institutions solve complex business challenges. His background bridges technical execution and strategic advisory services, enabling him to deliver

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