THETA LAKE

FINANCIAL SERVICES AI GOVERNANCE SERIES

99% of organizations are expanding their use of AI this year. Yet, 88% cite challenges with governance and security. Join speakers and industry luminaries from SIFMA, RingCentral, Zoom, Webex by Cisco, Metrigy Analyst Group, and Theta Lake as they discuss the impacts on risk of AI in regulated organizations and the need to reimagine security and compliance in an AI-powered workplace. Walk away with insights on how to deploy AI securely, simplify governance, and unlock innovation while navigating the shifting compliance Regulatory Landscape.

The series kicks off June 16, 2026. More sessions featuring thought-leaders and experts are being added to the program.

Speakers From Leading Organizations

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Attend a Session

Irwin + Paul

Session Date: June 16, 2026

AI Use Cases in Regulated Workplace Communication & Collaboration Environments: Using Compliance to Unblock AI Assisted Productivity and ROI
Speakers:

Paul Magnaghi, Head of AI and ISV Acceleration at Zoom

Irwin Lazar, President and Principal Analyst, Metrigy

Melissa&Marc

Session Date: June 23, 2026

Financial Services Industry Perspectives on AI Governance
Speakers:

Melissa MacGregor, Deputy General Counsel & Corporate Secretary, SIFMA

Marc Gilman General Counsel & VP of Compliance, Theta Lake

Dan&Esteban

Session Date: July 15, 2026

From Guardrails and Observability to Investigation and Remediation, Understanding AI Communications Governance
Speakers:

Dan Nadir, Chief Product Officer, Theta Lake
Esteban Lopez, Senior Manager of Product & Technical Marketing, Theta Lake

Amir & Anthony

Session Date: August 25, 2026

Implementation Best Practices for Compliant AI Across Unified Communication & Collaboration: Deploying AI with Governance
Speakers:

Amir Hameed, SVP, Global Technical Solutions & Innovation, RingCentral

Anthony Cresci, Chief Commercial Officer, Theta Lake

Devin + Amit-Barave

Session Date: September 9, 2026

Leading Transformation: The CIOs Playbook for Safe, Secure, and Compliant AI Adoption
Speakers:

Amit Barave, VP/GM, Webex Suite & AI, Collaboration, Cisco

Devin Redmond, Co-founder and CEO, Theta Lake

Even More Sessions to Come-1

TBD

More Sessions To Be Announced

99 %

of firms plan to expand AI use

92 %

will implement Gen AI Assistants

53 %

say agents exceed intended permissions

88 %

cite challenges with AI governance & security

Event Schedule

Dates	Sessions	Speakers
June 16, 2026	AI Use Cases in Regulated Workplace Communication & Collaboration Environments: Using Compliance to Unblock AI-Assisted Productivity and ROI	Paul Magnaghi, Head of AI and ISV Acceleration at Zoom and Irwin Lazar, President and Principal Analyst at Metrigy
June 23, 2026	Financial Services Industry Perspectives on AI Governance	Melissa MacGregor, Deputy General Counsel & Corporate Secretary, SIFMA and Marc Gilman, General Counsel & VP of Compliance, Theta Lake
July 15, 2026	From Guardrails and Observability to Investigation and Remediation, Understanding AI Communications Governance	Dan Nadir, Chief Product Officer, Theta Lake and Esteban Lopez, Sr Manager of Product & Technical Marketing, Theta Lake
Aug 25, 2026	Implementation Best Practices for Compliant AI Across Unified Communication & Collaboration: Deploying AI with Governance	Amir Hameed, SVP, Global Technical Solutions & Innovation, RingCentral and Anthony Cresci, Chief Commercial Officer, Theta Lake
Sept 9, 2026	Leading AI Transformation: The Playbook for Safe, Secure, and Compliant AI Adoption	Amit Barave, VP/GM, Webex Suite & AI, Collaboration, Cisco and Devin Redmond, Co-founder and CEO, Theta Lake

Meet The Speakers

Amit-Barave@4x

Amit Barave

VP/GM, Webex Suite & AI, Collaboration, Cisco

Amir

Amir Hameed

SVP, Global Technical Solutions & Innovation, RingCentral

Irwin

Irwin Lazar

President and Principal Analyst, Metrigy

Melissa-MacGregor

Melissa MacGregor

Deputy General Counsel & Corporate Secretary, SIFMA

Paul

Paul Magnaghi

Head of AI and ISV Acceleration at Zoom

Anthony-Cresci@4x

Anthony Cresci

Chief Commercial Officer, Theta Lake

Dan_Nadir

Dan Nadir

Chief Product Officer, Theta Lake

Devin-Redmond-1

Devin Redmond

Co-founder and CEO, Theta Lake

Esteban_Lopez

Esteban Lopez

Senior Manager of Product & Technical Marketing, Theta Lake

Marc-Gilman

Marc Gilman

General Counsel & VP of Compliance, Theta Lake

Compliance & Security for Unified, AI Powered Communications

Theta Lake’s Cloud and AI Native DCGA platform covers all modalities of UCC and AI Communications. With safe AI at every layer, built on an open API architecture, learn why Cisco, Salesforce, RingCentral, and Zoom invested in and resell Theta Lake for AI-powered compliance and security.