Johnson Investment Institute — Inaugural Event

AI Symposium in
Finance & Accounting

"AI in Practice: The Future of Investment Management and Accounting"

Friday, May 8, 2026
Full-Day Event
Lindner College of Business, Cincinnati
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About the Event

Where Finance Meets
the Age of AI

The AI Symposium in Finance & Accounting is the inaugural event of the Johnson Investment Institute at the Lindner College of Business, University of Cincinnati, organized in coordination with the Accounting Department.

This full-day symposium brings together leading academic researchers, industry practitioners, and students to explore how artificial intelligence is transforming investment management, financial markets, and accounting — and what opportunities and risks lie ahead.

From keynote addresses by global industry leaders to cutting-edge academic research on LLMs, algorithmic collusion, and systematic investing, the program offers a rigorous yet accessible look at AI's expanding role in finance.

10+ Distinguished Speakers
1 Keynote Address
4 Research Presentations
1 Expert Panel Discussion
Keynote Address
Lori Beer
✦ Keynote Speaker

Lori Beer

Global Chief Information Officer

JP Morgan Chase & Co.

AI in Financial Services: Balancing Innovation and Risk at Enterprise Scale

As Global CIO of JPMorgan Chase, Lori Beer oversees one of the world's most sophisticated financial technology infrastructures. She leads AI strategy and digital transformation across the firm's global operations — making her uniquely positioned to speak on how AI is reshaping the future of finance at enterprise scale.

Speakers

Academic & Industry Leaders

A curated lineup of researchers and practitioners at the forefront of AI in finance. Click any card to learn more.

Distinguished Academic Lectures
Dacheng Xiu
Distinguished Lecture
Dacheng Xiu
Joseph Sondheimer Professor
University of Chicago, Booth
AI/ML for Investment: Myths, Limits, and the Road Ahead
View bio & abstract →
Clifton Green
Distinguished Lecture
Clifton Green
McIntyre Professor of Finance
Emory University, Goizueta
How Do AI Models Extrapolate Stock Returns?
View bio & abstract →
Academic Presentations
Winston Dou
Academic
Winston Dou
Associate Professor of Finance
Wharton, University of Pennsylvania
AI in Financial Markets: Collusion, Planning, and Systemic Risk
View bio & abstract →
Alejandro Lopez-Lira
Academic
Alejandro Lopez-Lira
Assistant Professor of Finance
University of Florida
AI and Trading Strategies
View bio →
Practitioner Presentations
Andrew Robinson
Practitioner
Andrew Robinson
Director, Systematic Active Equities
BlackRock
AI in Practice: Advancing Systematic Investing at Scale
View bio & abstract →
Frank Neugebauer
Practitioner
Frank Neugebauer
Generative AI Director
Cincinnati Insurance Companies
How Cincinnati Insurance Companies is Using AI
View abstract →
Chris Sparenberg
Practitioner
Chris Sparenberg
Head of iLEVEL
S&P Global Market Intelligence
View bio →
John Dillon
Practitioner
John Dillon
Senior Product Manager, TDM Studio
Clarivate
How AI is Changing the Way we Study the News
View bio & abstract →
Panel Discussion
Panel
How is AI Rewriting Accounting?
Joe Waller
Moderator
Joe Waller
University of Cincinnati
Ryan Kean
Panelist
Ryan Kean
Total Quality Logistics
Rob Moeddel
Panelist
Rob Moeddel
Fifth Third Bank
Doug Torline
Panelist
Doug Torline
PwC
Agenda

Day at a Glance

Friday, May 8, 2026 · Lindner College of Business, University of Cincinnati

📍 Morning & afternoon sessions at Lindner Hall · Luncheon & dinner at Nippert Stadium West Pavilion
8:15 AM
Opening
Breakfast & Networking
Lindner Hall
8:50 AM
Opening
Opening Remarks
Johnson Investment Institute — Lindner College of Business
9:00 AM
Distinguished Lecture
AI/ML for Investment: Myths, Limits, and the Road Ahead
Dacheng Xiu · University of Chicago, Booth School of Business
9:35 AM
Practitioner
Practitioner Presentation
Chris Sparenberg · S&P Global
10:10 AM
Break
Break
10:30 AM
Practitioner
How Cincinnati Insurance Companies is Using AI
Frank Neugebauer · Cincinnati Insurance Companies
11:05 AM
Academic
AI and Trading Strategies
Alejandro Lopez-Lira · University of Florida
11:40 AM
Practitioner
How AI is Changing the Way we Study the News
John Dillon · Clarivate
12:15 PM
Panel · Nippert Stadium West Pavilion
Luncheon & Panel: "How is AI Rewriting Accounting?"
Moderator: Joe Waller (UC)  ·  Ryan Kean (TQL) · Rob Moeddel (Fifth Third) · Doug Torline (PwC)
2:15 PM
Distinguished Lecture
How Do AI Models Extrapolate Stock Returns?
Clifton Green · Emory University, Goizueta Business School
2:50 PM
Academic
AI in Financial Markets: Collusion, Planning, and Systemic Risk
Winston Dou · Wharton, University of Pennsylvania
3:25 PM
Break
Break
3:45 PM
Practitioner
AI in Practice: Advancing Systematic Investing at Scale
Andrew Robinson · BlackRock
4:20 PM
Keynote
Keynote Address — Lori Beer
Global Chief Information Officer · JP Morgan Chase
4:55 PM
Closing
Closing Remarks
Johnson Investment Institute
5:00 PM
Reception · Nippert Stadium West Pavilion
Networking Reception
Nippert Stadium West Pavilion
6:00 PM
Dinner · Nippert Stadium West Pavilion
Dinner
Nippert Stadium West Pavilion
Venue

Getting Here

Lindner College of Business
University of Cincinnati
2906 Woodside Drive
Cincinnati, OH 45221
  • State-of-the-art lecture halls and conference facilities
  • Home to the Johnson Investment Institute
  • On-campus parking available
  • Located in the heart of UC's architecturally renowned campus, within easy walking distance of the entire main campus
Get Directions
Accommodations

Where to Stay

Recommended hotels near Lindner College of Business.

🏨
Hotel Celare
University of Cincinnati Area
A boutique hotel on the UC campus, steps from Lindner Hall. Ideal for symposium attendees looking for a convenient, walkable stay.
Visit Website
🏨
Graduate Cincinnati
University of Cincinnati Area
A vibrant hotel celebrating Cincinnati's culture and UC's heritage, located near campus. Features stylish rooms and walkable access to the symposium venue.
Visit Website
Registration

Reserve Your Seat

Secure your spot at this inaugural event. Space is limited.

What's Included
  • Full-day access
  • All sessions & talks
  • Lunch
  • Reception & dinner
  • Breakfast
  • Free parking
Registration Rates
$100
Professional
Faculty, industry professionals, public
$15
Student
Valid student ID required
Register Now

Questions? Contact the Johnson Investment Institute at JII_connect@ucmail.uc.edu