第一場次「金融業的生成式AI治理」
本場次舉辦模式為「全面遠距線上模式進行」
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舉辦目的 |
本次金融科技論壇旨在透過國內外專家的精采演講和對話，提供數位金融關鍵議題的最新發展趨勢與國際個案解析，掌握數位化浪潮如何重塑銀行業的未來，以協助金融從業人員對數位金融創新的思考與因應。
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活動時間 |
2026年7月29日(星期三) 09：00至12：00
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活動地點 |
線上視訊會議室 (會議資訊將於活動前另行通知參與者)
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舉辦模式 |
本論壇將以線上論壇模式進行，各項活動進行細節與相關注意事項，將於活動開課前逕行通知參訓學員。
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參加對象 |
包括但不限於以下所列，總人數以150名為限，額滿為止。
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◆ |
金融監督管理委員會、中央銀行、財政部及國家發展委員會等主管機關代表； |
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各金融機構之高階主管(包括：董事長、董監事、總經理及副總經理等)； |
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各金融機構(含金控及銀行)之金融科技、策略發展、數位金融、企業金融、消費金融、風險管理、經濟研究等各相關部門正副主管及人員等； |
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◆ |
本論壇開放前述參加對象免費參加，由銀行公會全額補助。 |
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◆ |
每機構正取3名、可候補，每場限額150名。若補助名額尚有賸餘，候補人員將依機構人數比重依次遞補。 |
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活動議程 |
※部分時段以英文進行，備中英文同步口譯※
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時間 |
議程內容 |
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09:00-09:05 |
活動介紹 |
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09:05-09:45 |
專題演講一：信任邊界：AI時代金融業的在地化實踐 |
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09:45-10:25 |
專題演講二：金融業AI之法遵挑戰與在地化應用案例-美國 講座：美國哈佛講師 Dr. Eddie Lin |
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10:25-11:05 |
專題演講三：金融業AI之法遵挑戰與在地化應用案例-台灣 |
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11:05-11:20 |
Break Time |
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11:20-12:00 |
綜合座談：負責任的AI治理框架之策略與實務 王思博Sybor Wang, PhD • 財金公司資安部組長 羅文翎 |
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講座及機構 (依演講順序排列) |
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講座：Dr.Eric Orlowski Dr. Eric J. W. Orlowski is a policy-focused Research Fellow with the National University of Singapore (NUS) Artificial Intelligence Institute's AI Governance & Policy team. He specializes in emerging technologies and their societal impacts, holding a PhD in sociocultural anthropology from University College London (UCL). From 2024 to 2026, he served as an AI Singapore Research Fellow in AI Governance, conducting ethnographic research on Singapore's National AI Strategy and leading a cross-functional workstream on cultural alignment in generative AI. His prior experience includes serving as Lead Researcher at UCL (2020-2024), operating EJWO Consulting (2018-2024), and managing quantitative market research at M3 Global Research and Lightspeed Health (Kantar Group) within the healthcare sector. He is also an expert advisor within AI Sweden's interdisciplinary pool and an affiliated researcher at Uppsala University. He holds an M.Phil. and M.Sc. (with Distinction) from UCL, and a B.Sc. from Queen Mary, University of London. |
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講座：Dr. Eddie Lin Dr. Eddie Lin is an AI and Data Science Leader specializing in workforce transformation and applied learning. From June 2020 to September 2025, he served as a Staff Data Scientist for Global Operations at Meta, where he led initiatives that automated analytical workflows, improved efficiency by 40%, and achieved $4.5 million in monthly savings through an AI-powered case auditing system. He also implemented a Retrieval-Augmented Generation (RAG) solution saving 2,000 FTE hours per half-year. Previously, he was an IBM Doctoral Research Fellow at Columbia University (2016-2020), building predictive models to forecast student outcomes with 92% accuracy. Dr. Lin has served as an Adjunct Professor of Data Science at NYU, Adjunct Professor of Data Analytics at CUNY, and a Guest Lecturer at Harvard Business School. He is a global speaker for the Association for Talent Development (ATD) and leads the AI in Workforce Transformation division for the IEEE Learning Engineering Corporate Group. He holds an Ed.D. in Instructional Technology & Media and an M.Sc. in Learning Analytics from Columbia University. |
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講座：萬幼筠 萬幼筠（Thomas Wan）博士是跨越資訊科技與財經法律雙領域的資深專家。他擁有美國馬里蘭大學資訊管理博士、科羅拉多大學資訊系統碩士，以及國立政治大學法律學博士（財經法律組）與碩士的完整學位。這份獨特的跨界學養，使他在數位轉型、AI法律、資安治理與科技創新等議題上，具備極具高度與深度的實務與理論視野。在產業實務上，萬博士曾任安永諮詢（Ernst & Young）營運長兼總經理、美國波士頓安永研究員，並曾擔任永豐金控數位科技長及董事會數位科技顧問，擁有豐富的跨國諮詢與大型金融機構數位策略推進經驗。在學術與教育領域，他亦長期深耕，現任政治大學法學院兼任助理教授、東吳大學法律研究所助理教授，開設 AI 法律專題等前沿課程。萬博士擅長將複雜的科技發展與嚴謹的法律合規相結合，為企業與學術界提供極具前瞻性的數位策略指引。 |
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◆ |
講座：王思博 Dr. Sybor Wang is a Principal at BCG X, Boston Consulting Group’s tech build and design division, where he advises clients on AI and data science strategy, with a focus on financial services and enterprise-scale AI transformation.Prior to joining BCG, Sybor was Head of Data Science at GIC, the Singaporean sovereign wealth fund, directing its global AI strategy and leading enterprise-wide adoption of AI and NLP across asset classes. He built and scaled a team of data scientists and ML engineers, managed AI partnerships with major banks and technology vendors, and advised GIC’s COO as a member of its AI Council.Earlier in his career, Sybor held data science leadership roles at BlackRock, Acorns, and Adobe, building global data science teams and delivering predictive models, recommendation engines, and personalization systems across asset management, consumer fintech, and digital advertising.He is also an Adjunct Faculty member with the National University of Singapore’s Artificial Intelligence for Digital Finance Program, teaching the application of machine learning, LLMs, and quantitative methods in financial services and supervising PhD research on market reactions to patent filings. He has spoken on AI and generative AI in finance for organizations including Bloomberg, the Monetary Authority of Singapore, NUS, Singapore’s Government Technology Agency, and ETH Zurich, and holds patents in image-based positioning and online ad targeting.Sybor holds a PhD and MS in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology, and a BS in Electrical and Computer Engineering from Carnegie Mellon University. |
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講座：羅文翎 現任財金資訊股份有限公司組長，主要負責系統發展、國際合作、資安情資分析及新興資安議題研析，並協助研擬金融資安相關要點或指引供金融機構參考。長期關注金融領域資安風險、威脅情資應用、法遵與風險控管實務，並持續與國際金融資安組織進行交流合作，包含簽訂合作協議、情資互享及國際會議發表。近年亦針對新型攻擊手法、生成式 AI、供應鏈風險及後量子密碼等議題進行研究與分享，協助金融機構及早掌握新興威脅與因應方向。 |
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報名方式 |
|
01 |
1.由機構薦派線上報名，網址：https://service.tabf.org.tw/site/talent； 2.對本活動議題有興趣之金融從業人員及一般大眾，網址：https://www.tabf.org.tw/CourseDetail.aspx?PID=68132 |
|
02 |
本活動自 即日起 開放線上報名。每機構僅提供一組報名專用帳號，建請指派專人統籌辦理報名事宜 |
|
03 |
※敬請將報名各項資料填寫完整，開班前將以e-mail 寄發上課通知，課程異動或調整，將以簡訊或e-mail 通知，請務必填寫手機號碼及e-mail 帳號。所有資料純供內部使用不會外流，敬請放心。 |
第一場次
「金融業的生成式AI治理」
本場次舉辦模式為「全面遠距線上模式進行」
|
舉辦目的 |
本次金融科技論壇旨在透過國內外專家的精采演講和對話，提供數位金融關鍵議題的最新發展趨勢與國際個案解析，掌握數位化浪潮如何重塑銀行業的未來，以協助金融從業人員對數位金融創新的思考與因應。
|
活動時間 |
2026年7月29日(星期三) 09：00至12：00
|
活動地點 |
線上視訊會議室 (會議資訊將於活動前另行通知參與者)
|
舉辦模式 |
本論壇將以線上教學模式進行，國際講座使用遠距線上系統進行，各項活動進行細節與相關注意事項，將於活動開課前逕行通知參訓學員。
|
參加對象 |
包括但不限於以下所列，總人數以150名為限，額滿為止。
|
◆ |
金融監督管理委員會、中央銀行、財政部及國家發展委員會等主管機關代表； |
|
◆ |
各金融機構之高階主管(包括：董事長、董監事、總經理及副總經理等)； |
|
◆ |
各金融機構(含金控及銀行)之金融科技、策略發展、數位金融、企業金融、消費金融、風險管理、經濟研究等各相關部門正副主管及人員等； |
|
◆ |
本論壇開放前述參加對象免費參加，由銀行公會全額補助。 |
|
◆ |
每機構正取3名、可候補，每場限額150名。若補助名額尚有賸餘，候補人員將依機構人數比重依次遞補。 |
|
活動議程 |
※部分時段以英文進行，備中英文同步口譯※
|
時間 |
議程內容 |
|
09:00-09:05 |
活動介紹 |
|
09:05-09:45 |
專題演講一：信任邊界：AI時代金融業的在地化實踐 |
|
09:45-10:25 |
專題演講二：金融業AI之法遵挑戰與在地化應用案例-美國 |
|
10:25-11:05 |
專題演講三：金融業AI之法遵挑戰與在地化應用案例-台灣 |
|
11:05-11:20 |
Break Time |
|
11:20-12:00 |
綜合座談：負責任的AI治理框架之策略與實務 • 波士頓顧問公司(BCG)董事經理、新加坡國立大學兼任教授 王思博Sybor Wang, PhD • 財金公司資安部組長 羅文翎 |
|
講座及機構 |
(依演講順序排列)
|
◆ |
講座：Dr.Eric Orlowski Dr. Eric J. W. Orlowski is a policy-focused Research Fellow with the National University of Singapore (NUS) Artificial Intelligence Institute's AI Governance & Policy team. He specializes in emerging technologies and their societal impacts, holding a PhD in sociocultural anthropology from University College London (UCL). From 2024 to 2026, he served as an AI Singapore Research Fellow in AI Governance, conducting ethnographic research on Singapore's National AI Strategy and leading a cross-functional workstream on cultural alignment in generative AI. His prior experience includes serving as Lead Researcher at UCL (2020-2024), operating EJWO Consulting (2018-2024), and managing quantitative market research at M3 Global Research and Lightspeed Health (Kantar Group) within the healthcare sector. He is also an expert advisor within AI Sweden's interdisciplinary pool and an affiliated researcher at Uppsala University. He holds an M.Phil. and M.Sc. (with Distinction) from UCL, and a B.Sc. from Queen Mary, University of London. |
|
◆ |
講座：Dr. Eddie Lin Dr. Eddie Lin is an AI and Data Science Leader specializing in workforce transformation and applied learning. From June 2020 to September 2025, he served as a Staff Data Scientist for Global Operations at Meta, where he led initiatives that automated analytical workflows, improved efficiency by 40%, and achieved $4.5 million in monthly savings through an AI-powered case auditing system. He also implemented a Retrieval-Augmented Generation (RAG) solution saving 2,000 FTE hours per half-year. Previously, he was an IBM Doctoral Research Fellow at Columbia University (2016-2020), building predictive models to forecast student outcomes with 92% accuracy. Dr. Lin has served as an Adjunct Professor of Data Science at NYU, Adjunct Professor of Data Analytics at CUNY, and a Guest Lecturer at Harvard Business School. He is a global speaker for the Association for Talent Development (ATD) and leads the AI in Workforce Transformation division for the IEEE Learning Engineering Corporate Group. He holds an Ed.D. in Instructional Technology & Media and an M.Sc. in Learning Analytics from Columbia University. |
|
◆ |
講座：萬幼筠 萬幼筠（Thomas Wan）博士是跨越資訊科技與財經法律雙領域的資深專家。他擁有美國馬里蘭大學資訊管理博士、科羅拉多大學資訊系統碩士，以及國立政治大學法律學博士（財經法律組）與碩士的完整學位。這份獨特的跨界學養，使他在數位轉型、AI法律、資安治理與科技創新等議題上，具備極具高度與深度的實務與理論視野。在產業實務上，萬博士曾任安永諮詢（Ernst & Young）營運長兼總經理、美國波士頓安永研究員，並曾擔任永豐金控數位科技長及董事會數位科技顧問，擁有豐富的跨國諮詢與大型金融機構數位策略推進經驗。在學術與教育領域，他亦長期深耕，現任政治大學法學院兼任助理教授、東吳大學法律研究所助理教授，開設 AI 法律專題等前沿課程。萬博士擅長將複雜的科技發展與嚴謹的法律合規相結合，為企業與學術界提供極具前瞻性的數位策略指引。 |
|
◆ |
講座：王思博 Dr. Sybor Wang is a Principal at BCG X, Boston Consulting Group’s tech build and design division, where he advises clients on AI and data science strategy, with a focus on financial services and enterprise-scale AI transformation.Prior to joining BCG, Sybor was Head of Data Science at GIC, the Singaporean sovereign wealth fund, directing its global AI strategy and leading enterprise-wide adoption of AI and NLP across asset classes. He built and scaled a team of data scientists and ML engineers, managed AI partnerships with major banks and technology vendors, and advised GIC’s COO as a member of its AI Council.Earlier in his career, Sybor held data science leadership roles at BlackRock, Acorns, and Adobe, building global data science teams and delivering predictive models, recommendation engines, and personalization systems across asset management, consumer fintech, and digital advertising.He is also an Adjunct Faculty member with the National University of Singapore’s Artificial Intelligence for Digital Finance Program, teaching the application of machine learning, LLMs, and quantitative methods in financial services and supervising PhD research on market reactions to patent filings. He has spoken on AI and generative AI in finance for organizations including Bloomberg, the Monetary Authority of Singapore, NUS, Singapore’s Government Technology Agency, and ETH Zurich, and holds patents in image-based positioning and online ad targeting.Sybor holds a PhD and MS in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology, and a BS in Electrical and Computer Engineering from Carnegie Mellon University. |
|
◆ |
講座：羅文翎 現任財金資訊股份有限公司組長，主要負責系統發展、國際合作、資安情資分析及新興資安議題研析，並協助研擬金融資安相關要點或指引供金融機構參考。長期關注金融領域資安風險、威脅情資應用、法遵與風險控管實務，並持續與國際金融資安組織進行交流合作，包含簽訂合作協議、情資互享及國際會議發表。近年亦針對新型攻擊手法、生成式 AI、供應鏈風險及後量子密碼等議題進行研究與分享，協助金融機構及早掌握新興威脅與因應方向。 |
|
|
|
|
報名方式 |
|
01 |
|
|
1.由機構薦派線上報名，網址：https://service.tabf.org.tw/site/talent； 2.對本活動議題有興趣之金融從業人員及一般大眾，網址：https://www.tabf.org.tw/CourseDetail.aspx?PID=68132 |
|
|
02 |
|
|
本活動自 即日起 開放線上報名。每機構僅提供一組報名專用帳號，建請指派專人統籌辦理報名事。 |
|
|
03 |
|
|
※敬請將報名各項資料填寫完整，開班前將以e-mail 寄發上課通知，課程異動或調整，將以簡訊或e-mail 通知，請務必填寫手機號碼及e-mail 帳號。所有資料純供內部使用不會外流，敬請放心。 |
|