{"id":91595,"date":"2024-09-05T10:47:59","date_gmt":"2024-09-05T10:47:59","guid":{"rendered":"https:\/\/www.taylorroot.com\/?post_type=hd_event&#038;p=91595"},"modified":"2026-04-14T12:09:20","modified_gmt":"2026-04-14T12:09:20","slug":"breakfast-roundtable-navigating-ai-powered-document-automation-in-banking","status":"publish","type":"hd_event","link":"https:\/\/srgroup.highrise.digital\/zh-hans\/event\/breakfast-roundtable-navigating-ai-powered-document-automation-in-banking\/","title":{"rendered":"Breakfast roundtable: navigating AI-powered document automation in banking"},"content":{"rendered":"\n<div class=\"wp-block-group alignwide is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns alignfull is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">We are pleased to host our first roundtable for legal leaders in banking, focused on AI-powered document automation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our discussion will cover:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Legal resources<\/strong>: what resources are needed to build and maintain automation tools and how that affects the workload of legal teams<\/li>\n\n\n\n<li><strong>Scalability<\/strong>: why choosing the right software and considering legal workload&nbsp;can help to effectively scale document automation<\/li>\n\n\n\n<li><strong>Investment and engagement<\/strong>: how investing in the right technology and strong cross-functional support can help successful automation<\/li>\n\n\n\n<li><strong>AI and automation<\/strong>: how current AI models may not fully automate document creation but can enhance processes like templatization and workflow management<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The session will be led by <a href=\"https:\/\/www.linkedin.com\/in\/ross-lillyman-6b3ab11b\/\" target=\"_blank\" rel=\"noreferrer noopener\">Ross Lillyman<\/a>, Head of EMEA Issuance Platforms Legal at <a href=\"https:\/\/www.bankofamerica.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Bank of America<\/a>, with the Taylor Root legal recruitment experts <a href=\"https:\/\/srgroup.highrise.digital\/consultants\/emma-coulter\/\" target=\"_blank\" rel=\"noreferrer noopener\">Emma Coulter<\/a> and <a href=\"https:\/\/srgroup.highrise.digital\/consultants\/karolina-mikulicz-church\/\" target=\"_blank\" rel=\"noreferrer noopener\">Karolina Mikulicz-Church<\/a> hosting the session.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The event will take place at:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>One Moorgate Place<br>1 Moorgate Place<br>London EC2R 6EA<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you would like to attend, please register your interest below and we will be in touch to confirm your place.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#h-event-interest-registration\">Register your interest<\/a><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading is-style-eyebrow-no-border\" id=\"speakers\">MEET YOUr SPEAKEr<\/h2>\n\n\n\n<div class=\"wp-block-columns alignfull is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-top is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:300px\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"2560\" src=\"https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/09\/RossLillyman-IMG_15294-scaled.jpg\" alt=\"Headshot of Ross Lillyman\" class=\"wp-image-91706\" style=\"width:263px;height:250px\" srcset=\"https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/09\/RossLillyman-IMG_15294-scaled.jpg 2560w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/09\/RossLillyman-IMG_15294-300x300.jpg 300w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/09\/RossLillyman-IMG_15294-1024x1024.jpg 1024w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/09\/RossLillyman-IMG_15294-150x150.jpg 150w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/09\/RossLillyman-IMG_15294-768x768.jpg 768w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/09\/RossLillyman-IMG_15294-1536x1536.jpg 1536w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/09\/RossLillyman-IMG_15294-2048x2048.jpg 2048w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading is-style-eyebrow\" id=\"jane-smith\"><a href=\"https:\/\/www.linkedin.com\/in\/ross-lillyman-6b3ab11b\/\" target=\"_blank\" rel=\"noreferrer noopener\">Ross Lillyman<\/a>&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Head of EMEA Issuance Platforms Legal<br><a href=\"https:\/\/www.bankofamerica.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Bank of America<\/a><br><a href=\"https:\/\/www.linkedin.com\/in\/ross-lillyman-6b3ab11b\/\" target=\"_blank\" rel=\"noreferrer noopener\">Connect on LinkedIn<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Ross has worked at Bank of America for almost 15 years, advising the Global Markets business on all aspects of structured notes issuance. In his current role he heads the EMEA issuance platforms legal team, working with the equities, fixed income, credit and commodities businesses to expand their structured notes platform, with particular focus on growing the retail distribution business and automation of issuance documentation. Prior to joining Bank of America, Ross was an associate at Ashurst LLP, advising the largest US banks on derivatives and structured products.&nbsp;<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading is-style-eyebrow-no-border\" id=\"speakers\">MEET YOUr HOSTS<\/h2>\n\n\n\n<div class=\"wp-block-columns alignfull is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-top is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"1000\" src=\"https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Emma-Coulter-.jpg\" alt=\"Headshot of Emma Coulter\" class=\"wp-image-78024\" style=\"width:200px\" srcset=\"https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Emma-Coulter-.jpg 1000w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Emma-Coulter--300x300.jpg 300w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Emma-Coulter--150x150.jpg 150w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Emma-Coulter--768x768.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading is-style-eyebrow\" id=\"jane-smith\"><a href=\"https:\/\/srgroup.highrise.digital\/consultants\/emma-coulter\/\" target=\"_blank\" rel=\"noreferrer noopener\">EMma Coulter<\/a><\/h3>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">Director<br>Taylor Root<br><a href=\"mailto:karolinamikuliczchurch@taylorroot.com\"><\/a><a href=\"mailto:emmacoulter@taylorroot.com\">emmacoulter@taylorroot.com<\/a><br><a href=\"https:\/\/www.linkedin.com\/in\/karolina-mikulicz-church-71331260\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/www.linkedin.com\/in\/emma-coulter-91037b7\/\" target=\"_blank\" rel=\"noreferrer noopener\">Connect on LinkedIn<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"1000\" src=\"https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Karolina-Mikulicz-Church-2.jpg\" alt=\"Headshot of Karolina Mikulisz-Church\" class=\"wp-image-78028\" style=\"width:200px\" srcset=\"https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Karolina-Mikulicz-Church-2.jpg 1000w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Karolina-Mikulicz-Church-2-300x300.jpg 300w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Karolina-Mikulicz-Church-2-150x150.jpg 150w, https:\/\/srgroup.highrise.digital\/wp-content\/uploads\/2024\/03\/Karolina-Mikulicz-Church-2-768x768.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading is-style-eyebrow\" id=\"jane-smith\"><a href=\"https:\/\/srgroup.highrise.digital\/consultants\/karolina-mikulicz-church\/\" target=\"_blank\" rel=\"noreferrer noopener\">Karolina Mikulicz-Church<\/a><\/h3>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">Recruitment Consultant <br>Taylor Root<br><a href=\"mailto:karolinamikuliczchurch@taylorroot.com\">karolinamikuliczchurch@taylorroot.com<\/a><br><a href=\"https:\/\/www.linkedin.com\/in\/karolina-mikulicz-church-71331260\/\" target=\"_blank\" rel=\"noreferrer noopener\">Connect on LinkedIn<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide has-black-05-background-color has-background is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading is-style-eyebrow\" id=\"h-event-interest-registration\">EVENT INTEREST REGISTRATION<\/h2>\n\n\n\n<script charset=\"utf-8\" type=\"text\/javascript\" src=\"\/\/js-eu1.hsforms.net\/forms\/embed\/v2.js\"><\/script>\n<script>\n  hbspt.forms.create({\n    region: \"eu1\",\n    portalId: \"26669168\",\n    formId: \"520c150d-fd3b-4e87-9984-589eec2d5827\"\n  });\n<\/script>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>We are pleased to host our first roundtable for legal leaders in banking, focused on AI-powered document automation. Our discussion will cover: The session will be led by Ross Lillyman, Head of EMEA Issuance Platforms Legal at Bank of America, with the Taylor Root legal recruitment experts Emma Coulter and Karolina Mikulicz-Church hosting the session. [&hellip;]<\/p>\n","protected":false},"featured_media":91710,"template":"","meta":{"_acf_changed":false,"_cn_metabox_post_checkbox_dont_send_once":false,"_cn_metabox_post_checkbox_dont_send_ever":false},"hd_event_category":[],"hd_event_method":[],"hd_event_status":[102],"class_list":["post-91595","hd_event","type-hd_event","status-publish","has-post-thumbnail","hentry","hd_event_status-past-events"],"acf":[],"_links":{"self":[{"href":"https:\/\/srgroup.highrise.digital\/zh-hans\/wp-json\/wp\/v2\/hd_event\/91595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/srgroup.highrise.digital\/zh-hans\/wp-json\/wp\/v2\/hd_event"}],"about":[{"href":"https:\/\/srgroup.highrise.digital\/zh-hans\/wp-json\/wp\/v2\/types\/hd_event"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/srgroup.highrise.digital\/zh-hans\/wp-json\/wp\/v2\/media\/91710"}],"wp:attachment":[{"href":"https:\/\/srgroup.highrise.digital\/zh-hans\/wp-json\/wp\/v2\/media?parent=91595"}],"wp:term":[{"taxonomy":"hd_event_category","embeddable":true,"href":"https:\/\/srgroup.highrise.digital\/zh-hans\/wp-json\/wp\/v2\/hd_event_category?post=91595"},{"taxonomy":"hd_event_method","embeddable":true,"href":"https:\/\/srgroup.highrise.digital\/zh-hans\/wp-json\/wp\/v2\/hd_event_method?post=91595"},{"taxonomy":"hd_event_status","embeddable":true,"href":"https:\/\/srgroup.highrise.digital\/zh-hans\/wp-json\/wp\/v2\/hd_event_status?post=91595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}