AI Executive Certificate

MASTERING ARTIFICIAL INTELLIGENCE IN FINANCIAL SERVICES

1ST SESSION:April - December

2019 in Paris

KEY BENEFITSTO THE AI-DRIVEN FUTUREPROGRAM OVERVIEW1

• Acquire an Official Executive Education Certificate issued by the École des Ponts Business School, one of the world’s oldest engineering schools leveraging Business and Technology to serve human progress across the globe;

• Seize the opportunity to access the accelerated version of the Global Executive MBA program from École des Ponts Business School;

• Learn from best-in-class course materials, including comprehensive and in-depth theoretical and practical case studies on AI, delivered by world-renowned academics, professionals and experts in AI;

• Get inspired by a cutting-edge collection of 200+ worldwide AI case studies from Efma innovation portals and benchmark your innovation strategies and capabilities with your peers;

• Obtain unique access to a selection of actionable figures and insights from AI reports and case studies analyzed by experts;

• Gain first-hand knowledge of AI in practice, including a 4-day learning expedition to discover the impact of AI and its implementation in large financial institutions in Asia;

• Position yourself to transform your organization, by being among the very first and few who understand the full complexity of AI and are able to implement it to manage AI projects and drive transformation;

• Prepare for the future of banking and insurance by learning from leading international experts;

• Broaden your scope and understanding of AI expertise beyond the banking industry thanks to a cross-industry experience;

• Become full alumni of the business school after completing the program and join the exclusive alumni network.

Artificial Intelligence is undoubtedly one of the key technologies shaping the future of the banking and insurance industries. Tomorrow’s industry leaders will be those organizations that best embrace the opportunities offered by AI, invent new business models and engage in transforming their corporate culture and employees’ skills.

To train the next generation of leaders and executives in an industry challenged by AI, Efma and École des Ponts Business School

have joined forces to create the AI Executive Certificate: an advanced training program designed to provide participants with an in-depth understanding of the impact of AI on the financial sector and the skills to leverage it – both operationally and strategically.

The AI Executive Certificate is part of Efma Advisory Services and includes 150 hours (18 days) of in-depth, face-to-face business training in artificial intelligence, including a dedicated Learning Expedition in Asia.

www.efma.com/AIExecutiveCertificate

Rethinking the Future of AI & Innovation

AI Prototyping Challenge

WHAT WILL YOU LEARN?2019 SCHEDULE 2

Module objectives:

• Stimulate creativity

• Develop the ability to translate ideas into business models

• Understand organizational implications to boost innovation at organizational level

Module description:

The first day will be a Futures Literacy Lab dedicated to generating new disruptive ideas, including the role of leadership in driving innovation in organizations.

Day two will apply dynamic business modeling frameworks to place innovative ideas in a systemic view, identify and test their underlying assumptions and turn them into actionable projects.

Apr

il 20

19

Rethinking the Future of AI & Innovationby Pr. Riel Miller

Module objectives:

• Ideate and select the prototyping project

• Create a learning mindset for participants

• Provide an overview of AI, its opportunities and challenges

Module description:

The first day will be dedicated to the kick-off, on-boarding of executive sponsors and the co-creation and selection of the prototyping project.

Day two will begin by exploring the opportunities and challenges of AI for the financial sector and beyond. We will begin examining the building blocks underlying AI (big data, machine learning, robotics, automation, blockchain, etc.) and exploring the future potential of AI.

Apr

il 20

19

The AI Mindsetby Pr. Tsukasa Makino

Module length: 2 daysLocation: Paris

Module objectives:

• Understand the implications of AI for operational efficiency

• Identify the main opportunities and challenges for improving performance

• Turn regulation and compliance into opportunities, not just cost centers

Module description:

The first day will be dedicated to diving deeper into data science and its implications, including sorting myth from reality.

Day two will allow us to explore concrete applications in risk management and data protection through automation, augmented talent and prediction.

June

-Jul

y 20

19

AI Driving Performanceby Pr. Romuald Elie

The AI

Mindset

AI Driving

Peformance

AI Driving Strategy

2 days

2 days

1 day* 2 days

2 days

1 day*

April May June August September

AI Prototyping Challenge

Learning Expedition

in Asia

4 days

+++

July

October December

Nov

AI Driving

Peformance

1 day*

AI Prototyping Challenge

1 day*

AI Driving Customer Relations

1 day*

+AI Driving Customer Relations

1 day*

*All 1-day courses in Paris are also accessible remotely. Summer modules will take place at the beginning of July and at the end of August.

Certification Ceremony

Module length: 2 daysLocation: Paris

Module length: 1 day + 1 dayLocation: Paris/Accessible remotely

Challenge objectives:

• Create a functional prototype of each team’s project by using lean start-up methodology and principles to verify business model assumptions

• Apply findings to a concrete project throughout the program

• Verify a business model and create a prototype that will be presented at the CCX Forum 2020

Challenge description:

AI Prototyping Challenge is an experiential workshop that brings the program to life as participants will gradually test assumptions in view of building a working ”demo” of their idea throughout the program.

The Challenge will expose participants to a variety of prototyping methods and related tools, as well as lean start-up / agile methodologies, including a FabLab. The Prototyping Challenge is structured so that participants may advance on their ”demo” throughout the program.

The AI Prototyping Challenge will take place three times during the program, in May, August and December.M

ay+A

ug+D

ec 2

019

AI in Action: AI Prototyping Challengeby Pr. Martin Calnan

Module objectives:

• Understand the implications of AI beyond the banking industry for vision, strategy and decision-making

• Identify and evaluate the disruptive potential of AI (new business models)

• Evaluate the impact of AI on organizations, talent management and skills development

• Create a culture of innovation

Module description:

The module will explore the impact of AI on vision, strategy and decision-making:

What it means to have an AI strategy and how it impacts company strategy as a whole; what skills are necessary to leverage AI potential; how to create a culture to stimulate innovation; how to face the threats of disruption while optimizing operations.

Dec

201

9

AI Driving Strategyby Pr. Michael Wu

*Subject to change

Module objectives:

• Meet innovative tech companies implementing AI in their business operations

• Apply the content of the modules of the AI Executive Certificate through real-life case studies

• Discuss with financial sector leaders ways of developing a relevant AI-linked network

Module description:

The purpose of the learning expedition is to meet innovative Chinese and Japanese companies using AI to enhance their industry performance and inclusion in relation to financial services.

We will target some of the leading financial services disruptors, with the objective of meeting twelve companies. In addition, a cocktail reception will be organized in each location, with representatives from local communities involved directly and indirectly in AI transformation.

Sept

201

9

AI in Action: Learning Expeditionby Pr. Tsukasa Makino

Module length: 4 days / 16-19 September*Location: China & Japan*

Module objectives:

• Evaluate the impact of AI on customer behavior, including CX and UX

• Leverage customer behavior to drive new services and business models

Module description:

The module will explore how AI is changing customer usage, expectations and needs.

The goal of this module is to shift from a regulation-technology-driven approach to a customer-centric one. What impact will these new customer expectations have on KYC, on traditional distribution channels and on potential new services?

Oct

-Nov

201

9

AI Driving Customer Relationsby Pr. Bertrand Dour

Module length: 1 day + 1 dayLocation: Paris/Accessible remotely

Module length: 2 daysLocation: Paris

Challenge length: 4 daysLocation: Paris/Accessible remotely

WHO WILL GUIDE YOU? 2019 TRAINERS/AI EXPERTS

Martin Calnan is Director of Executive Education at Ecole des Ponts Business School, where he has the enviable mission of creating new and transformative experiences for executives around the world. An appropriate place to find himself after over 25 years of a professional journey spanning multiple careers in many different sectors, from marketing

to consulting by way of digital transformation and in companies ranging from multi-nationals to start-ups.

Martin holds a Bachelors degree from Stanford University and an MBA from Bocconi University in Milan. Over the years, he has taught strategy, marketing and intercultural management in various institutions

MartinCalnan

Ecole des Ponts Business SchoolTrainer Delivering Cultural Customer Centric Change in Banks

Riel Miller is one of the world’s leading authorities on the theory and practice of using the future to change what people see and do. He is recognized as an innovative and globally experienced project initiator, designer and manager. He is widely published in academic journals and other media on a range of topics, from the future of the Internet to transforming strategic processes. He is

an accomplished keynote speaker and facilitator. He has worked as a senior manager in the Ontario public service and at the OECD in Paris. In 2005, he founded a consultancy – xperidox to advise clients on how to use the future more effectively. In 2012 he was appointed Head of Foresight at UNESCO. He has recently published Transforming the Future: Anticipation in the 21st Century

RielMiller

Ecole des Ponts Business SchoolHead of Futures LiteracyUNESCO

Bertrand DOUR, is a self-proclaimed lean startup voodoo child. He is CEO and founder of 7 Flows, a new generation business which aims to provide leading companies with a full-featured, simple, and efficient framework to start, grow, and scale their innovation ventures.

With a career spanning over 15 years as a business coach and lean startup

catalyst in the digital world, Bertrand has had the opportunity to work in a variety of domains: telecommunications, transportation, medtech, insuretech and Fintech.

He is a sought-after speaker and recently co-authored “L’innovation Agile – Guide de survie dans un monde en disruption“

Bertrand Dour

Ecole des Ponts Business SchoolCEO and Founder 7 FlowsLecturer at Ecole des Ponts Business School

3

Dr. Michael Wu is one of the world’s premier authorities on artificial intelligence (AI), machine learning (ML), data science, and behavioral economics. He is currently the Chief AI Strategist at PROS, an AI-powered solutions provider.

His research spans many areas, including customer experience, CRM, online influence, gamification, digital transformation, AI, etc. His R&D won him the recognition as an Influential

Leader by CRM Magazine along with Mark Zuckerberg and other industry giants.

Prior to industry, Michael received his triple major undergraduate degree in Applied Math, Physics, and Molecular & Cell Biology; and his Ph.D. from UC Berkeley’s Biophysics program, where he used machine learning to model visual processing within the human brain

Tsukasa Makino is the Senior Research Officer at the Tokio Marine Research Institute, as well as the Manager at IT Planning Dept. and Government & External Relations Dept. of Tokio Marine & Nichido Fire Insurance Co., Ltd.

He is conducting long range and international research on various fields such as advanced IT, Cyber-security, and Singularity. His research

activities include travelling around the world, presenting at conferences and seminars.

As a visiting lecturer at the University of Tokyo and visiting professor at University of Tsukuba, he is teaching “Addressing Social Issues with ICT”, “Career Development”, and ”Engineer’s Ethics”.

He is one of the alumni of “Singularity University Executive Program”

Michael Wu

Tsukasa Makino

Ecole des Ponts Business SchoolChief AI Strategist at PROSLecturer at Ecole des Ponts Business School

EfmaManager, IT Planning Dept., Senior Research Officer Tokio Marine & Nichido Fire Insurance Co.

Romuald ELIE is professor of applied mathematics at University Paris-Est and ENSAE, as well as fellow of the French Institute of Actuaries. He teaches Finance, Actuarial Science and Machine Learning and has held teaching positions in numerous academic institutions: University of California, University of Michigan, Ecole Polytechnique, Ecole des Ponts, Ecole Centrale, ENSAE, Dauphine,

among others. His research topics focus on stochastic control and machine learning methods for finance and insurance applications. He also provides regular consulting in the investment banking, data science, fintech and insurtech sectors. Romuald is passionate about building connections between academia and the private sector, as well as a startup enthusiast

Romuald Elie

Ecole des Ponts Business SchoolPr. of Applied Mathematics at University Paris-Est & ENSAEMember of the French Institute of Actuaries

This program is designed for business managers who want to gain a comprehensive understanding of AI, its applications in finance and the resultant opportunities and challenges for the banking and insurance sectors. This is not a technically oriented program. However, under the guidance of experts from Ecole des Ponts and Efma, participants will gain the necessary in-depth knowledge and skills to manage AI-related projects, at both operational and strategic levels.

It will benefit not only people already working in the AI field who want to acquire the skills required to develop or implement a complex project within their institution, but also professionals whose current knowledge of AI is limited.

WHO SHOULD ATTEND

CAREER ACCELERATORPERSONAL TRANSFORMATION STARTS NOW!4

• Date: from April to December 2019

• Duration: 150 hours spread over 9 months, including the 4-day Learning Expedition in Asia

• Location: Paris

• Language: English

• Certification: Official Executive Certificate from École des Ponts Business School, amounting to one third of an Executive MBA

• Remote program: participants unable to attend classes in Paris, have the possibility to attend 1-day courses between May and November remotely. They will then be eligible for a reduced program fee and be awarded with a certificate of completion instead

Reserved for employees of Efma member institutions. If your institution is not a member yet, visit www.efma.com/join

• Fluent in business English

• Personal motivation letter

• Education: Bachelor or equivalent

FORMAT & DURATION

REQUIREMENTS

PROGRAM FEE

• EUR 29,000 (excl. VAT) includes the fee of the

Learning Expedition in Asia

• Extra costs: flight tickets and accommodation for both the

program modules in Paris and the Learning Expedition

in Asia

A global non-profit organisation,established in 1971 by banks andinsurance companies, Efma facilitatesnetworking between decision-makers.It provides quality insights to help banksand insurance companies make theright decisions to foster innovation anddrive their transformation.Over 3,300 brands in 130 countriesare Efma members.Headquarters in Paris. Offices inLondon, Brussels, Barcelona, Stockholm,Bratislava, Dubai, Milan, Montreal,Istanbul, Beijing and Singapore.

Learn more www.efma.com

Eva BozekovaAdvisory Services Project Leader eva@efma.com

CONTACT US

Created in 1747, École des Ponts is probably the world’s oldest engineering school. It is one of the most prestigious “Grandes Écoles”, and the only one with both a business school and a design school.École des Ponts Business School has been offering innovative MBA and Exec Ed programs for the last 30 years. We are determined to leverage Business and Technology to serve human progress across the globe. Striving for individual and collective excellence, and challenging conventional thinking, are also our key values.

Learn more https://pontsbschool.com/

Dorine van Amerom Advisory Services Project Representativedorine@efma.com