What: 45-minute session
When: Tuesday, 28 April 2026
11:00 AM EDT/ 8:00 AM PDT
Where: Online (via Zoom)
As trusted stewards of capital and risk, financial firms need streamlined access to high‑quality copyrighted content—research, news, analysis, and expert commentary—to inform investment decisions, safeguard financial stability, meet regulatory obligations, and deliver reliable advice to clients.
AI can help financial firms advance these goals – but it also can introduce new layers of risk.
This 45-minute session will include a state of the industry overview on AI adoption and use from Outsell, Inc. Analyst Hugh Logue, followed by a panel discussion with legal leaders in the financial services sector on the evolving AI use cases they’re seeing and how they’re adapting their approach to managing global copyright compliance.
Introduction:
Hugh Logue
VP & Lead Analyst
Outsell
Panel Discussion Featuring:
Paul Mussell
Associate General Counsel
Executive Director in IP
Group, Wells Fargo
Jordan Romanoff
Senior Director &
Senior Managing Counsel
BNY
John Zevitas
Vice President &
Managing Counsel
T. Rowe Price
Moderator:
Stephen Garfield
VP, Client Engagement
CCC