Open Source in Finance Forum Toronto 2026: Full Schedule

13 - 15 April, 2026 | Toronto, Canada
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Note: The schedule is subject to change.

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8:00am EDT

Registration & Badge Pick-up

Tuesday April 14, 2026 8:00am - 7:30pm EDT

The Ballroom Foyer

Tuesday April 14, 2026 8:00am - 7:30pm EDT
The Ballroom Foyer

Breaks / Registration / Special Events

9:00am EDT

Keynote: Welcome & Opening Remarks - Gabriele Columbro, Executive Director, FINOS

Tuesday April 14, 2026 9:00am - 9:10am EDT

The Ballroom East

Speakers

Gabriele Columbro

Executive Director, FINOS

Opening Remarks Ushering a new era For FINOS HK pdf

Tuesday April 14, 2026 9:00am - 9:10am EDT
The Ballroom East

Keynote Sessions

Slides Attached Yes

9:10am EDT

Keynote: Ushering a New Era for FINOS - Hitesh Kamdar, Head of Capital Markets Technology Architecture, RBC Capital Markets

Tuesday April 14, 2026 9:10am - 9:15am EDT

The Ballroom East

As financial services increasingly embrace open-source collaboration, RBC shares how this commitment positions us as a technology leader driving innovation across the industry. This keynote explores how strategic investment in open-source partnerships enables faster development, enhanced security, and the collaborative solutions that shape the future of finance.

Speakers

Hitesh Kamdar

Head of Capital Markets Architecture, RBC Capital Markets

Hitesh Kamdar has been with RBC for 15 years, spanning development, architecture, and strategy roles, and is currently Head of Capital Markets Technology Architecture. He has over 25+ years of experience primarily in the financial services domain across sell-side, consulting, and... Read More →

Opening Remarks Ushering a new era For FINOS HK pdf

Tuesday April 14, 2026 9:10am - 9:15am EDT
The Ballroom East

Keynote Sessions

Slides Attached Yes

9:20am EDT

Keynote: Toronto Built It. Open Source Spread It. Finance Is Running It. Now What? - Mark Paulsen, Head of Open Source Program Office, TD Bank

Tuesday April 14, 2026 9:20am - 9:25am EDT

The Ballroom East

The AI powering financial services today traces a direct line from open science labs at the University of Toronto and Waterloo — and the open source ecosystem that carried those ideas to the world. This talk frames that lineage as both a point of pride and a call to action for the finance industry. You are here, in this city, at this moment in the history of technology and business — and that is not a coincidence. The challenge now is to honor that legacy by working together as a community to ensure AI is rolled out responsibly, transparently, and for the long-term benefit of the institutions and people who depend on it.

Speakers

Mark Paulsen

Head, Open Source Program Office, TD Bank

Over 20 years of experience in the tech industry working in startup environments as well as global enterprises. Passionate about building open and welcoming communities and helping developers around the world be successful, keep in the flow, and be happy in the job they love.

Mark Paulsen OSFF Toronto TD OSPO Keynote (v1.2) pdf

Tuesday April 14, 2026 9:20am - 9:25am EDT
The Ballroom East

Keynote Sessions

Slides Attached Yes

9:30am EDT

Keynote: Taking Control of AI: Sovereign AI and Open Source in Financial Services - Vincent Caldeira, Chief Technology Officer, APAC, Red Hat

Tuesday April 14, 2026 9:30am - 9:35am EDT

The Ballroom East

As banks and financial institutions move AI from the testing phase into everyday use, a practical challenge emerges: it is difficult to rely on AI systems when you can't see exactly how they work. In a highly regulated industry, sending sensitive financial data through closed, third-party AI models raise real privacy, security, and compliance concerns.

In this keynote, we will explore why Sovereign AI is a practical approach for the financial sector. We will discuss how the open-source ecosystem provides the clear visibility and security needed to meet strict enterprise-wide risk management rules for AI systems, including OSFI guidelines. Finally, we will share how Red Hat helps organizations build trusted AI in financial services. By using flexible, open platforms, financial institutions can run AI workloads anywhere, ensuring they keep their data, infrastructure, and future innovation fully under their own control.

Speakers

Vincent Caldeira

CTO APAC, Red Hat

Vincent Caldeira, Red Hat APAC CTO and Industry Visiting Scholar at Columbia University, drives tech strategy and emerging engineering. A Top 10 APAC CTO (2023) with 20+ years in finance IT, he is an authority on open source, cloud-native technologies and AI. Vincent holds leadership... Read More →

Vincent Caldeira OSFF Toronto 2026 Taking Control of AI Sovereign AI and Open Source in Financial Services pdf

Tuesday April 14, 2026 9:30am - 9:35am EDT
The Ballroom East

Keynote Sessions

Slides Attached Yes

9:40am EDT

Keynote: Shared Foundations: Rethinking AI Competitive Advantage in Financial Services - Andres Rojas, Director, Applied AI Projects, Vector Institute

Tuesday April 14, 2026 9:40am - 9:45am EDT

The Ballroom East

Locking down AI is likely to cost financial institutions more than what it would protect. Core AI techniques behave like infrastructure, while the competitive advantages lie at the edges, on data and domain expertise. Drawing on Vector Institute's co-development models - with more than 250,000 hours contributed by our Industry partners - transparency and community show a fast path to trustworthy, production-grade AI.

Speakers

Andres Rojas

Director, Applied AI Projects, Vector Institute

Andres Rojas is an AI and transformation leader at the Vector Institute, where he designs and implements mechanisms to accelerate AI adoption across the Canadian economy, with an emphasis on AI governance and Responsible AI. He has led over 500 applied AI use cases across industry... Read More →

OSF 5min Keynote Andres Rojas pdf

Tuesday April 14, 2026 9:40am - 9:45am EDT
The Ballroom East

Keynote Sessions

Slides Attached Yes

9:55am EDT

Keynote: From Competition to Contribution: Scaling Industry-Led AI - Mia Gougisha, Director of Technology Research & Innovation, DTCC

Tuesday April 14, 2026 9:55am - 10:00am EDT

The Ballroom East

The Innovate.DTCC Hackathon brought the financial ecosystem together to design AI solutions that move beyond proofs-of-concept toward a scalable, open-source reality. Participants delivered a wide variety of innovative work, demonstrating how shared investment accelerates progress on complex, system-wide challenges. Mia Gougisha will highlight the winning projects that exemplify this collaborative power and the value of onboarding these solutions into the FINOS ecosystem, ensuring that the strongest ideas don’t stop at the finish line but continue on a clear path to industry-ready deployment. Join us to learn more about these projects and how you can get involved.

Speakers

Mia Gougisha

Director of Technology Research & Innovation, DTCC

Mia Gougisha is the Director of Technology Research & Innovation and leader of OpenInnovation at DTCC, where she advances the financial industry through thought leadership, industry collaboration, and the practical application of emerging technologies. Within DTCC’sTechnology Research... Read More →

Mia Gougisha Keynote pdf

Tuesday April 14, 2026 9:55am - 10:00am EDT
The Ballroom East

Keynote Sessions

Slides Attached Yes

10:00am EDT

Keynote: The Openly Governed Infrastructure Powering AI in FSI - Olivier Poupeney, Field CTO, FINOS

Tuesday April 14, 2026 10:00am - 10:05am EDT

The Ballroom East

Speakers

Olivier Poupeney

Field CTO, FINOS

Olivier Poupeney pdf

Tuesday April 14, 2026 10:00am - 10:05am EDT
The Ballroom East

Keynote Sessions

Slides Attached Yes

10:05am EDT

Keynote: Unlocking Efficiency: Building an Open Ecosystem for Next-Generation Financial Compute - Ritesh Bansal, Citi; Erick Bourgeois, RBC Capital Markets; Flamur Gogolli, Amazon Web Services & Moderated by Tosha Ellison, FINOS

Tuesday April 14, 2026 10:05am - 10:25am EDT

The Ballroom East

Financial institutions operate some of the world’s most demanding computing environments, managing hundreds of thousands of cores to power everything from sub-second pricing to massive multi-hour risk simulations. Yet, for too long, this scale has been locked behind silos, leading to fragmented infrastructure with utilization rates as low as 15% to 40%. As the industry increases AI-driven workloads, these inefficiencies will be amplified.

In this panel discussion, industry leaders will share how they are collaborating on open standards and projects (including HTC-Grid, OpenGRIS, Open Resource Broker and 5-Spot) to build a unified, AI-ready approach to high-performance computing (HPC). Drawing on real-world experience, they will discuss how these open technologies simplify access to compute, improve utilization, reduce wasted capacity, and optimize the balance between fixed and elastic compute.

Join us to learn how this collaboration will enable risk, quant, and AI teams to operate efficiently at the scale needed for the next generation of financial innovation.

Speakers

Tosha Ellison

Research and Communications, FINOS

Erick Bourgeois

Director - Head of Kubernetes Platform Engineering, RBC Capital Markets

Erick Bourgeois is a platform engineering specialist focused on Kubernetes operators and infrastructure automation for regulated industries. Creator of Bindy, an open-source DNS controller built in Rust, Erick brings expertise in cloud-native architecture, compliance frameworks (SOX... Read More →

Flamur Gogolli

Senior Compute Specialist, Amazon Web Services (AWS)

Flamur is a Senior Specialist Solutions Architect at AWS focused on helping customers with their modernisation journey, from designing and building complex infrastructures to running large scale workloads efficiently. Prior to joining AWS, Flamur spent 4 years at JP Morgan, leading... Read More →

Ritesh Bansal

Managing Director, Risk Quant Platforms, Citi

Ritesh Bansal has spent over two decades building core trading and quant infrastructure at global banks and hedge funds. His work spans data ingestion pipelines, simulation engines, execution platforms, and distributed compute frameworks. Ritesh is passionate about turning infrastructure... Read More →

Tuesday April 14, 2026 10:05am - 10:25am EDT
The Ballroom East

Keynote Sessions

10:25am EDT

Keynote: Closing Remarks - Gabriele Columbro, Executive Director, FINOS

Tuesday April 14, 2026 10:25am - 10:30am EDT

The Ballroom East

Speakers

Gabriele Columbro

Executive Director, FINOS

Tuesday April 14, 2026 10:25am - 10:30am EDT
The Ballroom East

Keynote Sessions

10:30am EDT

Break

Tuesday April 14, 2026 10:30am - 10:50am EDT

Solutions Showcase

Menu:
- Assorted mini croissants (V)
- Assorted mini danishes (V)
- Fresh fruit kabobs with honey yogurt dip (V, GF)
- Vegan and gluten-free muffins (VE, GF)

Tuesday April 14, 2026 10:30am - 10:50am EDT
Solutions Showcase

Breaks / Registration / Special Events

10:30am EDT

Solutions Showcase

Tuesday April 14, 2026 10:30am - 7:30pm EDT

The Ballroom West

Tuesday April 14, 2026 10:30am - 7:30pm EDT
The Ballroom West

Solutions Showcase

10:50am EDT

Building the Largest Private Financial Services GPU Farm in Canada - Jin Sung Kang, RBC Borealis & Anthony Green, Red Hat

Tuesday April 14, 2026 10:50am - 11:05am EDT

Giovanni Room

With AI gaining more traction in the financial industry, the Royal Bank of Canada has tackled this challenge by building the largest private financial industry GPU farm in Canada. In this session, you will learn RBC's approach to AI Infrastructure, including:
• Why build an on-prem cluster?
• Why Kubernetes and OpenShift?
• How do you size your cluster?
• Lessons Learned

Join to hear how the largest bank in Canada utilized Red Hat OpenShift infrastructure to create an on-prem GPU solution that provides an environment for developers to harness the power of AI.

In order to facilitate networking and business relationships at the event, you may choose to visit a third party's booth or access sponsored content. You are never required to visit third party booths or to access sponsored content. When visiting a booth or participating in sponsored activities, the third party will receive some of your registration data. This data includes your first name, last name, title, company, address, email, standard demographics questions (i.e. job function, industry), consenting to receipt and use of such data by the third-party recipients, which will be subject to their own privacy policies.

Speakers

Anthony Green

Distinguished Solution Architect, Red Hat

Anthony Green is a Distinguished Solution Architect at Red Hat, specializing in the application of open-source enterprise technology for the financial services industry. He works with major institutions to architect large-scale private cloud and AI infrastructure in highly regulated... Read More →

Jin Sung Kang

Infrastructure Lead, RBC Borealis

Jin Kang is an Infrastructure Lead at RBC Borealis and a key member of RBC's new AI Group, where he oversees the team managing the enterprise's on-premises machine learning platform, including the largest GPU cluster among Canadian financial institutions. With nine years at RBC Borealis... Read More →

Tuesday April 14, 2026 10:50am - 11:05am EDT
Giovanni Room

AI & Hot Topics

10:50am EDT

Winning the Case for Open Source Contribution: ROI, Risk, and Real-World Evidence - Elspeth Minty, RBC Capital Markets; Rob Moffat, FINOS; Mimi Flynn, Morgan Stanley; Mark Paulsen, TD Bank

Tuesday April 14, 2026 10:50am - 11:25am EDT

The Ballroom East

This panel aims to strengthen the case for open source contribution from financial services by moving the conversation from belief to evidence.

By grounding open source contribution in concrete ROI data and real-world financial services experience, the panel equips organizations to make more confident, sustainable decisions about how—and why—they engage with open source. Attendees will gain shared language and metrics they can use internally to justify contribution, align stakeholders across engineering, risk, and leadership, and shift effort away from costly private forks toward healthier collaboration models.

For the ecosystem as a whole, this means:

- More upstream contributions instead of fragmented private forks
- Faster feedback loops between users and maintainers, especially on security and stability
- Stronger, better-resourced projects with long-term institutional support
- Increased participation from regulated industries that historically struggle to justify contribution

By demystifying ROI and showing how contribution directly benefits both firms and communities, this session helps remove one of the biggest barriers to enterprise open source sustainability.

Speakers

Rob Moffat

Chief Architect, FINOS

Rob Moffat is a seasoned IT professional living in the UK. Over the last twenty years, he has worked at many of the top-tier investment banks in London on regulatory and transformation IT projects.

Rob is a staunch advocate of Open Source and works on many open source projects... Read More →

Elspeth Minty

Managing Director, RBC Capital Markets

Elspeth Minty is a Managing Director at RBC Capital Markets. Elspeth has worked in the financial industry for more than two decades, with a focus on core library development and code re-use. She has been involved in open source for a number of years, through FINOS, the FinTech Open... Read More →

Mimi Flynn

Vice President, Open Source Developer Advocate, Morgan Stanley

Mimi Flynn is a Vice President at Morgan Stanley. With over two decades of experience as front end engineer, she has worked for startups, fintech, and advertising. In 2023, she returned to Morgan Stanley as the Open Source Developer Advocate.

Since 2018, she has served on the boar... Read More →

Mark Paulsen

Head, Open Source Program Office, TD Bank

Tuesday April 14, 2026 10:50am - 11:25am EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

11:10am EDT

Agents on a Leash: Deterministic Agentic AI for FInancial Services - Aric Rosenbaum, Red Hat

Tuesday April 14, 2026 11:10am - 11:25am EDT

Giovanni Room

Large Language Models (LLMs) offer powerful reasoning and automation capabilities, but their probabilistic nature conflicts with the determinism, explainability and auditability required in financial services. This session presents a practical architectural pattern for agentic AI: LLMs as bounded cognitive components orchestrated by BPM-based workflow engines, such as Fluxnova.

Rather than deploying autonomous agents as opaque black boxes, this approach embeds LLMs within explicit and versioned business process models. BPM orchestration governs control flow, approvals, escalation paths, exception handling, and audit checkpoints, while LLMs are invoked for well-scoped tasks such as document extraction, classification, summarization and recommendation generation. The result is agentic behavior that is powerful yet constrained, flexible and governed.

Every outcome can be traced through a BPM execution graph, showing inputs, policies applied, LLM interactions, and human-in-the-loop decisions. We illustrate this pattern in the context of a financial use case to demonstrate how institutions can safely scale agentic AI while meeting regulatory, risk, and audit expectations.

Speakers

Aric Rosenbaum

Chief Technologist, Global Financial Services, Red Hat

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman Sachs’ Investment Management Division... Read More →

FINOS OSFF Toronoto 2026 Agents on a Leash Deterministic Agentic AI for Financial Services pdf

Tuesday April 14, 2026 11:10am - 11:25am EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

11:35am EDT

Open SDLC Controls Framework for Financial Services - George Kichukov, GitLab & Michael Long, Kosli

Tuesday April 14, 2026 11:35am - 11:50am EDT

Giovanni Room

In regulated industries, delivering software quickly and securely is a constant balancing act between enterprise policies and developer experience. Compliance requirements introduce friction, making automation and security more complex. In this presentation, we will introduce the Open SDLC Controls Framework working group and provide a progress update as well as share future plans.
Last year we established a working group to create a standardized framework for software delivery governance that could transform how financial institutions define their SDLCs.
Building on the success of the Common Cloud Controls and the AI Governance Framework, this initiative aims to develop a shared, composable, and technology-agnostic vocabulary for SDLC controls—a common language that the entire industry can adopt and build upon.

Speakers

Michael Long

CEO, Kosli

Mike is founder and CEO at Kosli, a developer tools startup for understanding DevOps changes. He has been delivering software in various cultures and industries for 20 years as an engineer, architect, consultant, and CTO. Based in SF, Mike volunteers in the community, and is also... Read More →

George Kichukov

Field CTO, Financial Services, GitLab

Part of GitLab Field CTO team, George works with customers to help them realize their goals around DevOps, DevSecOps, Developer Experience, SDLC compliance and AI assisted software development. He partners with engineering, product management and marketing to help drive GitLab’s... Read More →

Tuesday April 14, 2026 11:35am - 11:50am EDT
Giovanni Room

AI & Hot Topics

11:35am EDT

Cross-Firm Interoperability with Secure FDC3 - Rob Moffat, FINOS; Jupnit Kaur, BlackRock; Brian Belman RBC Capital Markets

Tuesday April 14, 2026 11:35am - 12:10pm EDT

The Ballroom East

This session gives the ecosystem a concrete, shared reference for what secure, interoperable FDC3 looks like in practice.

By combining live demos with real-world use cases from BlackRock and RBC, the talk moves beyond specification theory to show how FDC3 Security & Identity can be implemented and used today. Vendors, platform teams, and end-user firms will leave with a clearer understanding of expected patterns, integration points, and interoperability guarantees as the spec reaches release-candidate maturity.

This accelerates adoption, reduces fragmentation, and increases confidence that open desktop standards can meet enterprise security requirements.

Speakers

Rob Moffat

Chief Architect, FINOS

Brian Belman

Product Manager, RBC Capital Markets

Jupnit Kaur

Lead Engineer, BlackRock

Jupnit Kaur is a Lead Engineer at BlackRock, where she plays a key role in shaping the Aladdin client experience across desktop and web platforms. She leads the delivery of foundational frameworks that enable seamless interoperability and scalable user experiences across applic... Read More →

Tuesday April 14, 2026 11:35am - 12:10pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

11:55am EDT

On-Prem Spot Computing: Reclaiming Idle Infra With Confidential Containers and DNS Automation - Erick Bourgeois, RBC Capital Markets

Tuesday April 14, 2026 11:55am - 12:10pm EDT

Giovanni Room

In regulated enterprises, thousands of physical servers sit idle overnight, capacity paid for but unused. We built a spot scheduler that reclaims this donated infrastructure, turning idle bare-metal into ephemeral Kubernetes clusters using Cluster API and k0smotron. Each cluster runs Kata Containers and Confidential Containers (CoCo) for workload isolation and attestation, essential when running on hardware you don't permanently own.

Ephemeral clusters create an ephemeral DNS problem. As spot clusters spin up and down nightly, services must be discoverable without manual intervention. Bindy — an open-source, Rust-based Kubernetes operator for BIND9, closes the loop, automatically managing DNS records as clusters materialize and dissolve.

This talk covers the spot scheduler architecture, why CoCo and Kata are essential for multi-tenant spot workloads, and how bindy provides DNS lifecycle automation for ephemeral infrastructure.

Speakers

Erick Bourgeois

Director - Head of Kubernetes Platform Engineering, RBC Capital Markets

finos nightshift v4 pdf

Tuesday April 14, 2026 11:55am - 12:10pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

12:10pm EDT

Lunch

Tuesday April 14, 2026 12:10pm - 1:35pm EDT

Solutions Showcase

Menu:
- Chef’s Daily Soup
- Greek Salad with Kalamata Olives, Feta on the salad, and Oregano Dressing (GF)
- Classic Caesar Salad with Creamy Caesar Dressing, and Shredded Parmesan (GF)
- Smoked Ontario Turkey and Bacon Club with Crisp Lettuce, Tomato, and Dijon Mayonnaise
- Chickpea Falafel Wrap with Tahini Sauce, Hummus, Lettuce, Tomato, and Red Onion (VE) available gluten-free
- Slow Roasted Steak with Caramelized Onions, Cheddar, Lettuce, Tomato, and Horseradish Mayo available gluten-free
- Caprese with Vine-Ripened Tomato, Baby Arugula, Bocconcini, Pesto Mayo, and Balsamic Reduction (V)
- Tuscan Grilled Chicken with Spiced Havarti, Lettuce, Tomato, and Chipotle Aioli
- French Pastries (V)
- Sliced Fresh Fruit (VE)
- Vegan and Gluten-Free Cookies

Tuesday April 14, 2026 12:10pm - 1:35pm EDT
Solutions Showcase

Breaks / Registration / Special Events

12:35pm EDT

The Synthetic Senior: Rethinking Open Source Mentorship in the AI Era - Abigail Cabunoc Mayes, GitHub

Tuesday April 14, 2026 12:35pm - 12:50pm EDT

Giovanni Room

AI-assisted contributors now produce PRs that look senior: fast, polished, complex. But many arrive without the context maintainers need during review. This pattern, the "Synthetic Senior", is reshaping expectations around code review, contributor development, and project sustainability.

For financial institutions investing in open source, this creates a challenge: how do you grow talent through OSS when traditional mentorship doesn't scale? How do you identify contributors worth investing in?

Drawing on examples from Codex, Gemini CLI, curl, and scikit-learn, this talk offers practical strategies for the AI era.

You'll learn:
• The 3 C's framework: Signals for identifying contributors worth mentoring (Comprehension, Context, Continuity)
• Issue-first workflows that improve contribution quality
• Lightweight disclosure policies that give reviewers context without banning AI
• AGENTS.md: Instructing AI tools to follow project norms

This isn't about banning AI. It's about protecting human mentorship and helping organizations get more value from open source.

Speakers

Abigail Cabunoc Mayes

Open Source Programs, GitHub

Abigail Cabunoc Mayes (@abbycabs) is an open source leader at GitHub, where she designs initiatives that help maintainers and ecosystems thrive at scale. She founded Mozilla Open Leaders (mentored 600+ projects), serves on the OpenJS Foundation Board, and is a founding editor of the... Read More →

Tuesday April 14, 2026 12:35pm - 12:50pm EDT
Giovanni Room

AI & Hot Topics

12:35pm EDT

What's the State of Open Source AI in Canada? - Hilary Carter, The Linux Foundation

Tuesday April 14, 2026 12:35pm - 12:50pm EDT

The Ballroom East

Canada ranks fifth globally in AI investment, boasts 3X the number of patent filings vs the rest of the G7, features an abundance of world-class talent, and best-in-class AI research institutes such as Mila in Montreal and the Vector Institute in Toronto. Yet, Canada lags in its ability to commercialize AI opportunities in this domain, and lags global counterparts in AI and open source collaboration. How can Canadian companies better leverage global AI and open source ecosystems to turn their early R&D investments into competitive solutions that compete on the international stage? And what can Canada learn from other countries about open source opportunities and ROI in the face of trade uncertainties? This session reveals new research led by the LF Research and Meta, exploring Canada's open source AI opportunities - and current challenges.

Speakers

Hilary Carter

SVP Research, The Linux Foundation

Hilary Carter is a writer, researcher, and team leader, producing engaging, decision-useful insights that broaden the understanding of open source and emerging technologies and their impact on business, government, and society. She has contributed to books and numerous research reports... Read More →

Tuesday April 14, 2026 12:35pm - 12:50pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

12:55pm EDT

Reinventing Patent Defense for Open Source: Inside the Next Chapter for OIN - Keith Bergelt, Open Invention Network

Tuesday April 14, 2026 12:55pm - 1:10pm EDT

Giovanni Room

Open Source Software underpins modern technology, yet it continues to face exposure to patent litigation that can slow innovation and increase risk for companies building on shared code. Patent lawsuits rose by roughly 22% in 2024 compared with 2023, while the cost of defending these cases has escalated into the multimillion-dollar range. These trends highlight the importance of scalable strategies that help organizations mitigate patent risk while continuing to innovate.

Launched in January 2026, OIN 2.0 represents an evolution in how our community approaches patent protection for open source. This model introduces a sustainable, community-driven approach that aligns participants around long-term support for open source innovation while preserving accessibility for smaller organizations.

In this session we will:
• Introduce the OIN 2.0 framework and its role in strengthening open source as it evolves and grows
• Explain its tiered participation model and how it maintains free access for smaller companies
• Highlight outcomes that have helped shield participants from patent threats and support continued innovation
• Explore how leaders can reduce risk and protect innovation through responsible governance, licensing, and patent strategies

Speakers

Keith Bergelt

CEO, Open Invention Network

Keith Bergelt is the CEO of Open Invention Network (OIN) & is responsible for enabling, influencing, & defending the integrity of Linux and adjacent open source software as it relates to threats from patent aggressors.

He was CEO of 2 Hedge Funds; a senior advisor to TPG; head of... Read More →

Tuesday April 14, 2026 12:55pm - 1:10pm EDT
Giovanni Room

AI & Hot Topics

12:55pm EDT

Open Source as a Pathway to AI Adoption in Financial Services: Opportunities and Risks - Andres Rojas, Vector Institute

Tuesday April 14, 2026 12:55pm - 1:10pm EDT

The Ballroom East

The gap between AI research and production deployment in financial services is not primarily a technical problem - it is a structural one. Drawing on Vector Institute's co-development experience across 500+ use cases and more than 200 organizations, this session explores how a collaborative approach can compress that gap, under what conditions transparency becomes a competitive asset, and where risks lie, from cybersecurity exposure to the governance challenges that open models surface rather than create.

Speakers

Andres Rojas

Director, Applied AI Projects, Vector Institute

OSFF 15min Presentation Andres Rojas pdf

Tuesday April 14, 2026 12:55pm - 1:10pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

Slides Attached Yes

1:15pm EDT

The V Apocalypse: Why Defenders Must Use AI to Fight AI - Ira Winkler, Aisle

Tuesday April 14, 2026 1:15pm - 1:30pm EDT

Giovanni Room

The cybersecurity community has long theorized about a "vulnerability apocalypse" — a moment when the sheer volume of discoverable security flaws outpaces humanity's ability to respond. That moment has arrived. First articulated by Gadi Evron, Heather Atkins, and Bruce Schneier, the V apocalypse hypothesis has been validated in rapid succession: from January's OpenSSL findings demonstrating AI's power to uncover vulnerabilities, to Anthropic's disclosure of 500 previously unknown flaws, to the recent Mythos revelations. AI doesn't just assist in finding vulnerabilities — it has fundamentally transformed the threat landscape.
The race is no longer about discovery. It's about remediation. Attackers are learning to weaponize the same AI models that defenders use to find weaknesses, and the window to act is narrowing. This talk explores the urgent challenge of enabling defenders to remediate vulnerabilities at scale — before that window closes.
Drawing on the design principles behind Aisle and the "zero is everything" framework, this session will argue that eliminating the existing vulnerability backlog, keeping pace with new AI-driven discoveries, and closing off emerging vulnerability sources must become the baseline standard for any security operation. It will also make the case that this effort must extend beyond application security into network and data security, in anticipation of the regulatory frameworks now taking shape in direct response to AI's growing role in cyber offense.
The message is simple: to survive what AI makes possible, defenders must embrace what AI makes possible.

In order to facilitate networking and business relationships at the event, you may choose to visit a third party's booth or access sponsored content. You are never required to visit third party booths or to access sponsored content. When visiting a booth or participating in sponsored activities, the third party will receive some of your registration data. This data includes your first name, last name, title, company, address, email, standard demographics questions (i.e. job function, industry), consenting to receipt and use of such data by the third-party recipients, which will be subject to their own privacy policies.

Speakers

Ira Winkler

Field CISO, Aisle

Ira Winkler, CISSP is the Field CISO for Aisle, former Chief Security Architect at Walmart, and author of You Can Stop Stupid, Security Awareness for Dummies, and Advanced Persistent Security. He is considered one of the world’s most influential security professionals, and has... Read More →

Mythos Short pdf

Tuesday April 14, 2026 1:15pm - 1:30pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

1:35pm EDT

Explore How AI Can Enhance Your Open Source Program Offices (OSPO) Risk Management Processes. - Mark Paulsen, TD Bank

Tuesday April 14, 2026 1:35pm - 1:50pm EDT

Giovanni Room

The OSPO is the center of competency for an organization’s Open Source operations and structure and can include many manual and time-consuming risk management processes. The complexity of understanding the ownership and accountability of Open Source legal, engineering, and security risks can also sometimes seem daunting. But there are Open Source AI tools that can help reduce the manual effort and toil, as well as enhance current processes of risk ownership, accountability, and remediation.

Speakers

Mark Paulsen

Head, Open Source Program Office, TD Bank

Tuesday April 14, 2026 1:35pm - 1:50pm EDT
Giovanni Room

AI & Hot Topics

1:35pm EDT

Open Resource Broker: A Unified API for Cloud Capacity Provisioning in HPC - Flamur Gogolli & Kirill Bogdanov, Amazon Web Services (AWS)

Tuesday April 14, 2026 1:35pm - 2:10pm EDT

The Ballroom East

Provisioning compute capacity in the cloud should be as straightforward as defining what you need, not where and how to get it. Yet HPC engineers face inconsistent, provider-specific APIs, incompatible provisioning models, and duplicated integration logic across schedulers and clouds. Open Resource Broker (ORB) solves this with a unified, open-source API and abstraction layer for provisioning cloud capacity anywhere.

ORB integrates seamlessly with IBM Spectrum Symphony HostFactory to standardize capacity requests, tracking, and release. Its modular design supports additional schedulers and multiple cloud providers beyond the initial AWS implementation. ORB supports CLI, REST, SDK and MCP APIs for consistent scaling across diverse HPC environments.

We'll demonstrate ORB's architecture, end-to-end provisioning, and resiliency patterns including retries, idempotent operations, and failure recovery. We'll also cover extensibility for new schedulers and cloud APIs.

Built for large-scale financial HPC grids, ORB is now donated to FINOS under Apache 2.0 for open governance. Attendees will learn proven strategies to make HPC capacity management more portable, automated, and sustainable.

Speakers

Kirill Bogdanov

Principal Solutions Architect @ AWS, Amazon Web Services (AWS)

Kirill Bogdanov is a Principal Solutions Architect at Amazon Web Services (AWS), supporting Global Financial Services customers. He designs and optimizes cloud-native HPC computing grids that run large-scale production workloads reliably, securely, and cost-efficiently. He’s passionate... Read More →

Flamur Gogolli

Senior Compute Specialist, Amazon Web Services (AWS)

Tuesday April 14, 2026 1:35pm - 2:10pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

1:55pm EDT

AI is Your API's Client, Not its Designer: A FINOS Case Study - Thomas Cooper, RBC

Tuesday April 14, 2026 1:55pm - 2:10pm EDT

Giovanni Room

Over the past year, there has been a lot of churn & activity in the FINOS GitProxy project - a git-aware reverse proxy for enforcing security controls & custom push protection for source code repositories. In that time, we've hit architectural speed bumps, dealt with security vulnerabilities in naive or unspecified assumptions, and have strived to deliver more features on a regular release cadence. That doesn't come without its challenges.

Git Proxy is a flagship FINOS project and an enabler for many FINOS members. Importantly, securing outbound source code - and doing so without sacrificing the benefits of open source participation - solves a real and complex problem for our industry. As a result, the project has to evolve & adapt quickly.

In this talk, I'll walk through a roughly year-long journey from struggling in the muck in early prototyping, API dead ends, and difficulty in "connecting the dots" between many complex domains into a totally new way of working that has allowed me to rapidly iterate and push the project forward.

Using new agentic-based development techniques and tools such as GitHub Copilot & Claude Code, I've been able to deliver a feature-complete, top-to-bottom rewrite and fresh, new architecture of the core system while still continuing to leverage "classic" software engineering - expressive & well-thought-out abstractions, battle-tested frameworks & libraries, and a corpus of human ingenuity & wisdom. These tools, only when combined with this bedrock of expertise, allowed me to move well past prototyping into a production-ready revamp - and proved that the most powerful thing you can give an AI is a well-designed API to call.

Speakers

Thomas Cooper

Director, OSPO, Royal Bank of Canada

osff to 2026 ai api client not designer pdf

Tuesday April 14, 2026 1:55pm - 2:10pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

2:20pm EDT

Reinforcing Trust Through Responsible AI in Banking - Samvit Dutta, RBC Borealis

Tuesday April 14, 2026 2:20pm - 2:35pm EDT

Giovanni Room

Banking is the business of trust. As financial institutions race to deploy AI, trust remains the foundation that enables lasting success. This session explores why Responsible AI should be seen as a strategic imperative that protects enterprise value and competitive positioning. Drawing on real-world examples of embedding RBC's Responsible AI principles into business operations, we'll examine how RBC translates foundational principles into tangible mechanisms that enable innovation without compromising reputation or stakeholder trust in an increasingly uncertain landscape.

In order to facilitate networking and business relationships at the event, you may choose to visit a third party's booth or access sponsored content. You are never required to visit third party booths or to access sponsored content. When visiting a booth or participating in sponsored activities, the third party will receive some of your registration data. This data includes your first name, last name, title, company, address, email, standard demographics questions (i.e. job function, industry), consenting to receipt and use of such data by the third-party recipients, which will be subject to their own privacy policies.

Speakers

Samvit Dutta

Senior Director, AI and Data Transformation, RBC Borealis

Samvit (Sam) Dutta is Senior Director, AI and Data Transformation with RBC Borealis, where he leads AI strategy, including RBC's thinking on Responsible AI, and drives cross-organizational collaboration on innovation in banking.

At RBC, Sam previously led strategy for the Personal... Read More →

20260414 OSFF RBC Reinforcing Trust Through Responsible AI in Banking vSend pdf

Tuesday April 14, 2026 2:20pm - 2:35pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

2:20pm EDT

From AIGF Reference Architecture To Reusable Reference Implementations: Multi-Agent Systems - Francesco Beltramini, ControlPlane & William Rizzo, Mirantis

Tuesday April 14, 2026 2:20pm - 2:55pm EDT

The Ballroom East

FINOS AIGF provides a practical, use-case-led way to identify the risk profile of GenAI/agentic systems and select mitigations that are defensible for financial services. In parallel, the FINOS AI Reference Architecture Library is explicitly building threat-modelled architectures whose risks and mitigations are drawn from the AIGF catalogue, so teams can design, deploy, and operate within agreed risk tolerances.

This session proposes (and demos) an AIGF-aligned reference implementation: a composable, GitOps-delivered blueprint that turns FINOS AI reference architecture diagrams into deployable, secure platform patterns. Using k0rdent AI for consistent multi-cluster AI platform provisioning and Flux CD for policy-driven delivery and drift control, we operationalize the FINOS Multi-Agent Reference Architecture threat model (threats mapped to controls across layers such as gateway, MCP, evaluation, and observability). The result is a reusable stack that can be instantiated across cloud and bare metal, and that produces measurable assurance evidence aligned to Use Case → Risks → Metrics.

Speakers

William Rizzo

Global Field CTO, Mirantis

William is a Kairos Maintainer, CNCF and Linkerd Ambassador, currently working at Mirantis as Global Field CTO. He’s focused on helping customers designing, building, and running their initiatives on Edge, AI and Platform Engineering. He wore many hats in the IT world, Engineering... Read More →

Francesco Beltramini

Field CTO, ControlPlane

Francesco is a Security Professional with 10+ years of working experience and deep technical competence matured on a number of high-end projects for both public and private sector organizations. Francesco had the opportunity of working on a variety of technology stacks in designing... Read More →

Tuesday April 14, 2026 2:20pm - 2:55pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

2:40pm EDT

Beyond the Chat Window: AI Frameworks for App Discovery, Rendering, & Composition - Robert Myers, interop.io

Tuesday April 14, 2026 2:40pm - 2:55pm EDT

Giovanni Room

Many assume AI-generated experiences only belong in chat windows. This talk challenges that assumption. Drawing on financial services workflows, we explore a critical design question: when AI surfaces an interactive application, where should it land? In a chat thread? In the user's workspace? Or back in the original application?

The Model Context Protocol (MCP) has rapidly become the universal connector between AI models and enterprise tools and data. MCP-Apps extends this by allowing tools to return interactive HTML interfaces directly in conversations. Google's A2UI introduces a declarative protocol for agents to dynamically generate UIs on the fly. FDC3, FINOS's interoperability standard, defines what apps exist, what they can do, and what context they handle.

We introduce three interaction patterns - Pull to Chat, Push to Workspace, and Navigate to Source - mapped against these frameworks: MCP-Apps for interactive UIs from tool calls, FDC3 for discovering and launching apps, and A2UI for dynamically generating interfaces.

Open source frameworks are defining how AI integrates with financial desktops. We hope to expand thinking beyond the chat window.

Speakers

Bob Myers

Chief Product Officer, interop.io

Bob Myers is the Chief Product Officer at interop.io, where he leads product vision and strategy across the company’s interoperability platform, including io.Connect and AI integration capabilities. With deep experience building financial technology products, Bob focuses on enabling... Read More →

Beyond the chat window OSFF Toronto pdf

Tuesday April 14, 2026 2:40pm - 2:55pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

3:05pm EDT

Common Cloud Controls (CCC): A Shared Language for Cloud Security Teams - Maxime Coquerel, RBC & Eddie Knight, Revanite

Tuesday April 14, 2026 3:05pm - 3:20pm EDT

Giovanni Room

Cloud adoption across financial services continues to accelerate, but inconsistent security controls, fragmented regulatory expectations, and cloud-vendor lock-in are major obstacles to secure, compliant, multi-cloud operations. FINOS Common Cloud Controls (CCC) is an open standard developed collaboratively with financial institutions, cloud providers, and vendors that defines a unified taxonomy, threat model, and machine-verifiable control catalog for cloud services.

In this session, we will unpack how CCC addresses industry challenges, demonstrate its practical application for risk-aware cloud architecture, and illustrate how open, machine-readable control definitions and tooling can transform cloud compliance from a bespoke burden into a shared, scalable ecosystem. The talk will be valuable for cloud architects, security engineers, and standards-oriented practitioners in finance and beyond.

Speakers

Eddie Knight

Founder, Revanite

Eddie Knight is a Software and Cloud Engineer with a background in banking technology. When he isn’t playing with his 3-year-old son, he combines his passion and job duties by working to improve the security of open source software.

Eddie currently helps lead several security and compliance initiatives across the CNCF, OpenSSF, and FINOS... Read More →

Maxime Coquerel

Principal Cloud Security Architect, RBC

With 16+ years of cybersecurity leadership across Aerospace, Healthcare, and Financial Services, I design secure, scalable cloud platforms with deep expertise in Azure and Kubernetes.

At RBC, I lead the global Azure and Kubernetes Security programs, driving cloud threat research, security architecture, threat modeling, and enterprise-scale risk assessments across highly complex cloud environments... Read More →

OSFF TO26 CCC pdf

Tuesday April 14, 2026 3:05pm - 3:20pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

3:05pm EDT

Fluxnova Intro, Applied Demo & Performance Overview - Ryan Johnston, Summit58 LLC

Tuesday April 14, 2026 3:05pm - 3:40pm EDT

The Ballroom East

(1) Intro to Fluxnova
- How does it fit and what business problems can it solve?
- 2-3 Financial Services examples
- What tooling is available?
- Monitoring
- Tasklist
- Admin
- Briefly: Engine & installation/architectural options
(2) Demo w/ AI Governance Framework & guardrails using a common Financial Services use case
- General overview of thought process: https://www.linkedin.com/posts/ryan-johnston-823124_one-thing-became-very-clear-in-last-week-activity-7424543321907302401-RgG4
(3) Performance
- Brief overview of performance with numbers from a demo environment
- We've run tests with the Camunda 7 codebase that have demonstrated performance that is blazingly fast. We're going to run a specific test with the most current version of Fluxnova prior to OSFF Toronto and will share those results.
- High-level numbers from a previous performance test that we ran on the code base with a production-ready architecture at AWS: https://summit58.com/camunda-platform-performance-at-scale/
- General comparison of performance to other architectural approaches & generic alternatives
- We're *not* trying to compare performance to any other platform.

Speakers

Ryan Johnston

CEO, Summit58 LLC, Summit58 LLC

Ryan has been played various roles in a 30 year career, from technical & field sales to development and operations. For the last 14 years, he's been focused on open-source workflow, including Activiti, Camunda 7 and now Fluxnova. He was the first North American employee at Camunda... Read More →

Summit58 LLC FINOS OSFF Toronto pdf

Tuesday April 14, 2026 3:05pm - 3:40pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

Slides Attached Yes

3:25pm EDT

Operationalizing Agentic AI Safety & Evaluation for Multi-Agent Financial Systems - Vincent Caldeira & Valentina Rodriguez Sosa, Red Hat

Tuesday April 14, 2026 3:25pm - 3:40pm EDT

Giovanni Room

As financial AI shifts from passive models to autonomous agents, the industry faces a trust gap. Traditional "black box" validation is insufficient for systems executing complex workflows. This keynote explores the transition from MLOps to AgentOps, defining a standard for auditable Agentic AI where the decision process is as critical as the result.

We will dissect the FinSight Agent, a metacognitive FINOS Labs initiative built on LangGraph and MLflow, to demonstrate "Governance by Design." Aligning with the FINOS AI Evaluation Framework, we operationalize a "glass box" strategy. This moves beyond static benchmarks to implement trajectory tracing, where reasoning steps are audited against financial policies using LLM-as-a-Judge.

Finally, we cover system safety and supply chain security. We demonstrate how proactive Red Teaming detects risks like market manipulation and regulatory evasion. We also explore ensuring model integrity via the Model Openness Framework and Sigstore, proving open collaboration is key to building safe, compliant financial infrastructure.

Speakers

Vincent Caldeira

CTO APAC, Red Hat

Valentina Rodriguez Sosa

Principal AI Architect FSI | Safety & Security, Red Hat

I've more than 18 years of experience defining and implementing software architectures by leading
high-performance teams and improving best practices for software development. I help connect people
with technology by bringing value to their businesses. Passionate about cloud co... Read More →

Tuesday April 14, 2026 3:25pm - 3:40pm EDT
Giovanni Room

AI & Hot Topics

3:40pm EDT

Break

Tuesday April 14, 2026 3:40pm - 3:55pm EDT

Solutions Showcase

Menu:
- Corn Tortillas (V, GF)
- Garlic Pita Chips (V)
- Pico de Gallo (V)
- Jalapeno-Tomato Salsa (V)
- Guacamole (V)
- Jumbo Cookies
- Assorted Soft Drinks

Tuesday April 14, 2026 3:40pm - 3:55pm EDT
Solutions Showcase

Breaks / Registration / Special Events

3:55pm EDT

Automated Controls for Secure Software Delivery in Financial Services - Jason Morgan, GitLab

Tuesday April 14, 2026 3:55pm - 4:10pm EDT

Giovanni Room

In order to facilitate networking and business relationships at the event, you may choose to visit a third party's booth or access sponsored content. You are never required to visit third party booths or to access sponsored content. When visiting a booth or participating in sponsored activities, the third party will receive some of your registration data. This data includes your first name, last name, title, company, address, email, standard demographics questions (i.e. job function, industry), consenting to receipt and use of such data by the third-party recipients, which will be subject to their own privacy policies.

Speakers

Jason Morgan

Strategic Account Executive, GitLab

Jason Morgan has been building and breaking things in tech since 2003, leading infrastructure and platform work in some genuinely demanding environments — from the US Army in Afghanistan to early containerization and GitOps in production before established patterns existed. Since... Read More →

Tuesday April 14, 2026 3:55pm - 4:10pm EDT
Giovanni Room

AI & Hot Topics

3:55pm EDT

Introduction To the Common Architecture Language Model (CALM) - Khalid Elsawaf, Morgan Stanley

Tuesday April 14, 2026 3:55pm - 4:30pm EDT

The Ballroom East

CALM, the Common Architecture Language Model, is a way for architects to define system architectures as code, allowing true integration and controls within the SDLC. In this session, learn more about the core principles of CALM, and how multiple financial institutions are coming together to adopt and define its future.

Speakers

Khalid Elsawaf

Executive Director, Morgan Stanley

Khalid Elsawaf is the Secured Financing Tech Post-Trade Lead Architect and Prime Brokerage & Secured Financing Tech Montreal Lead. He currently co-leads the Evolution@Scale working group under the FINOS DevOps Automation Mutualisation SIG.
Khalid joined Morgan Stanley in 2014 as an Associate, and was promoted to Vice-President in 2018 and to Executive Director in 2023. Khalid worked at Oracle from 2006 to 2014 and holds a Bachelor's of Computer Engineering with honors from Concordia University... Read More →

OSFF Toronto Introduction to CALM pdf

Tuesday April 14, 2026 3:55pm - 4:30pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

4:15pm EDT

Agentic AI and the Future of Software Development - Colin Eberhardt, Scott Logic

Tuesday April 14, 2026 4:15pm - 4:30pm EDT

Giovanni Room

It all started in 2022 with a chatbot named ChatGPT. Who knew the impact it would have on the industry just a few years later?

We have been on a roller-coaster ride. In 2022 we pair programmed with GitHub Copilot. In 2023 we talked with our AI, gaining codebase-level assistance through tools like Cursor. In 2024, foundation model capability increased significantly, and alongside proprietary tools we saw a surge of powerful open source models and frameworks, pushing reasoning models towards fully autonomous "AI engineers". Last year, we vibe coded, marvelled at Claude Code, and realised that software engineering will never be the same again.

2026 is going to be the year of agentic coding. The year AI eats software. So what now?

In this talk, I will take a look at the reality on the ground. The gap between these incredible tools and the challenges faced in brownfield projects with messy data, poor tests, and slow SDLCs.

We will explore how to make the most of today’s tools, when to pair program with AI, when to delegate to an agent, and how to create an effective "agentic loop".

Finally, we will take a step back and ask what this all means for us in the long term.

Speakers

Colin Eberhardt

CTO, Scott Logic

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight Committee and the newly-formed... Read More →

Tuesday April 14, 2026 4:15pm - 4:30pm EDT
Giovanni Room

AI & Hot Topics

4:40pm EDT

DevTools or AgentTools? The Changing Target of Engineering Productivity - Matt Campbell, Moderne

Tuesday April 14, 2026 4:40pm - 4:55pm EDT

Giovanni Room

As AI agents take more and more of a leading role in crafting code, it’s suddenly become apparent that the “first user” of engineering productivity tooling will be shifting towards agents rather than individual human developers.

With a human still at the helm of a fleet of agents in producing software, and increasingly less involved in the writing of individual lines of code, maximizing engineering value delivery means making every tool call faster, more token efficient, and more accurate.

We’ll cover a variety of concrete cases where tool call efficiency can be harvested immediately:
* Trigram index based code search
* Lossless Semantic Tree access/manipulation patterns
* Mining data from chat transcripts
* Exposing multi-repository commit/PR activity to agents.

In order to facilitate networking and business relationships at the event, you may choose to visit a third party's booth or access sponsored content. You are never required to visit third party booths or to access sponsored content. When visiting a booth or participating in sponsored activities, the third party will receive some of your registration data. This data includes your first name, last name, title, company, address, email, standard demographics questions (i.e. job function, industry), consenting to receipt and use of such data by the third-party recipients, which will be subject to their own privacy policies.

Speakers

Matt Campbell

Staff Solutions Engineer, Moderne

I am an architect, software engineer and technical leader with a passion for customer-centered design of applications and platforms. I have a broad range of experience across cloud native applications, cloud platforms and operations, domain-driven design, front-end and back-end architectures... Read More →

Moderne DevTools or Agent Tools pdf

Tuesday April 14, 2026 4:40pm - 4:55pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

4:40pm EDT

The Common Domain Model: One Model, Many Market Use Cases - Lyteck Lynhiavu, P.Eng., ISDA

Tuesday April 14, 2026 4:40pm - 5:15pm EDT

The Ballroom East

Introduction to the Common Domain Model (CDM), the open source, standardized, machine-executable model for the financial industry. CDM promotes transparency, efficiency, and interoperability between market participants. This overview session will touch on the basics, scope, history, live use cases (e.g. collateral, regulatory reporting), and how it could benefit your organization.

Speakers

Lyteck Lynhiavu

P.Eng.

Tuesday April 14, 2026 4:40pm - 5:15pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

5:00pm EDT

Deterministic Modernization at Enterprise Scale with OpenRewrite & Moderne - Liborio Ciccarello, Morgan Stanley

Tuesday April 14, 2026 5:00pm - 5:15pm EDT

Giovanni Room

Enterprise modernization is often hindered when change is risky, inconsistent, or too expensive to repeat across hundreds of repositories. This talk tells a practical story of using the open-source refactoring ecosystem OpenRewrite paired with the Moderne SaaS/CLI platforms and AI agents to move from “one-off upgrades” to deterministic, auditable, large-scale change.
I’ll share a progression: starting with prebuilt community recipes, then moving into writing custom recipes and composing them into repeatable flows.

I’ll highlight three outcomes:
(1) onboarding tooling across multiple languages via consistent automation
(2) upgrading Java and Spring projects while creating space to consolidate dependencies and refactor safely
(3) transforming CI/CD pipelines at scale to run scheduled builds while preserving existing build configuration, rolled out using department-wide build insights captured in an internal data warehouse.

The central message: open-source refactoring can be a developer productivity multiplier, and it can be implemented in an enterprise-safe way, with or without AI, while improving consistency, reducing technical debt, and freeing teams to focus on business value.

Speakers

Liborio Ciccarello

Director - Full-Stack Engineer, DevOps Fleet Lead, Morgan Stanley

As a DevOps Fleet Lead and Full-Stack Engineer, I drive DevOps optimization through automation, advanced tooling, and best practices in CI/CD and infrastructure management. My leadership ensures DevOps practices align with the firm’s technology strategy, delivering efficiency and... Read More →

OSFF 2026 Presentation pdf

Tuesday April 14, 2026 5:00pm - 5:15pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

5:25pm EDT

Brewing in the Dark: Homebrew and Software Supply Chain Security in Financial Services - Billy McGee, Workbrew

Tuesday April 14, 2026 5:25pm - 5:40pm EDT

Giovanni Room

Homebrew is the default package manager for macOS and it’s already running on your developers' machines, sanctioned or not. The instinct in financial services is to block it. Blocking it doesn't remove it; it turns it into shadow IT.

Traditional security tooling wasn't built to see Homebrew directly. EDR infers activity from process execution paths. Network monitoring watches for traffic to GitHub and bottle registries. File integrity scanning detects new executables in brew paths. These signals are indirect and incomplete: packages installed but never run are invisible, cached bottles bypass network detection, and installs that don't require sudo slip past privilege monitoring entirely.

In a regulated environment where software supply chain integrity, SBOMs, and audit trails are non-negotiable, this isn't a theoretical risk. Open source doesn't stop being open source just because your security tool didn't log it.

This talk examines why "just ban it" fails in practice, and what a realistic, compliance-aware approach to open source tooling looks like for engineering teams that can't afford shadow IT.

Speakers

Billy McGee

Account Executive, Workbrew

Lifelong tech enthusiast, former lawyer turned enterprise sales advocate. Billy found his home at the crossroads of developer tooling, SaaS security, and compliance.

2026 04 finos lightning talk billy mcgee pptx

Tuesday April 14, 2026 5:25pm - 5:40pm EDT
Giovanni Room

AI & Hot Topics

Slides Attached Yes

5:25pm EDT

Building the Open Data Commons: Why Finance Needs a Shared Entity Graph - Jose Plehn, OpenData.Org; Nora Anwar, Overture Maps Foundation; Hilary Carter, The Linux Foundation; Jane Gavronsky, FINOS

Tuesday April 14, 2026 5:25pm - 6:00pm EDT

The Ballroom East

Data is foundational to digital businesses and critical for training accurate AI models; poor quality or copyrighted data introduces major risks and liabilities. Beyond IT, reliable, enriched business data—including company information, legal entities, and ownership structures—is essential for competitive advantage and managing risk in sectors like financial services. Currently, this vital data is fragmented, inconsistently defined, and costly to reconcile. This expert panel will explore the rapidly changing open data opportunity and what it means for financial services and other industries. The discussion will center on the benefits of an open data consortium, which employs shared governance and open standards to collaboratively maintain datasets for the benefit of all users and AI models. Success requires a structured global entity graph, sourced from verified public records, to underpin critical workflows like KYB/KYC, AML, risk management, and AI. Panelists will detail how to build and sustain this asset, addressing data definitions, governance, and the balance between openness, privacy, and commercial involvement. This is an opportunity for financial institutions and open source leaders to engage in shaping shared data infrastructure.

Speakers

Jane Gavronsky

Chief Operating Officer, FINOS

As Chief Operating Officer, Jane oversees FINOS Strategic initiatives and projects, Member & Community Success activities, and Corporate Operations. She works closely with the FINOS team and FINOS community to promote adoption and curation of business-relevant open source projects... Read More →

Nora Anwar

Senior Community Manager, Overture Maps Foundation

Nora leads community development at Overture Maps, where she focuses on growing a collaborative ecosystem around open, interoperable map data. Her work centers on member engagement, onboarding, events, and driving real-world adoption. She brings a background in open source, marketing... Read More →

Hilary Carter

SVP Research, The Linux Foundation

Jose Plehn

CEO, OpenData.org

Jose has over ten years of academic experience working with U.S. statistical agencies, including the IRS, Census Bureau, BLS, and SBA. Jose was also Faculty & Executive Director of the Fink Center at UCLA.

Jose earned a Ph.D. in Economics from the University of Chicago and B.S... Read More →

Tuesday April 14, 2026 5:25pm - 6:00pm EDT
The Ballroom East

FINOS Ecosystem/Tech Stack

5:45pm EDT

The Convergence Code: Navigating AI / Cybersecurity Governance and Existing Financial Regulations - Karen Bennet, Responsible AI Solutions

Tuesday April 14, 2026 5:45pm - 6:00pm EDT

Giovanni Room

Financial institutions are navigating an unprecedented convergence of regulatory frameworks that demand both operational resilience and algorithmic transparency. The European Union's Digital Operational Resilience Act (DORA), EU AI Act, ISO AI Management Framework and the Securities and Exchange Commission's cybersecurity disclosure rules—while distinct in origin they are increasingly intersecting in practice, creating compliance complexity that traditional siloed approaches cannot adequately address.

This session examines how open source frameworks and tooling like SPDX Knowledge Graphs are emerging as essential infrastructure for this new regulatory reality. We will demonstrate by using use case studies at Canadian banking institutions the need for financial institutions to move from passive compliance documentation to active supply chain intelligence. This includes practical approaches for legacy mainframe integration and vendor management strategies, which balance AI Act transparency requirements with protection of proprietary trading algorithms.

Speakers

Karen Bennet

Executive Director, Responsible AI Solutions

Executive Director, Responsible AI Solution and former executive of IBM, Red Hat and multiple AI startups, who built AI Models for Canadian Banks such as Mortgage Lending, Wealth Manage and Customer Support . Canadian expert of ISO/IEC JTC 1/SC 42, Participant in US AI EO and EU AI... Read More →

Tuesday April 14, 2026 5:45pm - 6:00pm EDT
Giovanni Room

AI & Hot Topics

6:00pm EDT

Free Book Giveaway & Signing: Risk-First Software Development by Rob Moffat

Tuesday April 14, 2026 6:00pm - 6:30pm EDT

Solutions Showcase

Speakers

Rob Moffat

Chief Architect, FINOS

Tuesday April 14, 2026 6:00pm - 6:30pm EDT
Solutions Showcase

Breaks / Registration / Special Events

6:00pm EDT

Networking Reception + Booth Crawl - Sponsored by Workbrew

Tuesday April 14, 2026 6:00pm - 7:30pm EDT

Solutions Showcase

When sessions end, the conversation continues at OSFF. Connect with leaders across financial services, technology, and open source as you explore innovative solutions shaping the future of finance. Enjoy light bites and refreshments while discovering cutting-edge tools, engaging with sponsors, and sparking new ideas that drive secure, collaborative, and high-impact innovation across the industry.

Sponsored by

Tuesday April 14, 2026 6:00pm - 7:30pm EDT
Solutions Showcase

Breaks / Registration / Special Events

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