AI, financial abuse and protecting vulnerable older customers
Event Details
Free
Date and Time
Wed, 1 July 2026
12:00 - 13:00
Location
Your event link is available via IOB Learn
Event Details
Free
Date and Time
Wed, 1 July 2026
12:00 - 13:00
Location
Your event link is available via IOB Learn
This Programme Taster event is designed for professionals working in financial services who have responsibilities in areas such as Operational risk management, Banking risk management and those responsible for AI deployment or managing AI teams.
This event will provide participants with a practical introduction to how advanced risk management frameworks, AI technologies, and ethical oversight intersect to protect vulnerable customers—particularly older individuals—from financial abuse. Drawing on themes from IOB’s benchmark programmes in Operational Risk, Banking Risk, and AI Management, the session will explore how AI is reshaping risk detection in financial institutions, the strategic role of risk professionals in aligning AI with regulatory and ethical standards, and the broader operational and compliance challenges faced by senior professionals across banking, regulatory, and advisory sectors.
By attending, participants will gain valuable insights into the real-world application of AI in risk management, with a specific focus on preventing financial abuse of older and vulnerable customers. They’ll leave with a clearer understanding of how AI can be used responsibly and ethically within financial services, how to identify emerging risks, and how to strengthen operational risk frameworks. The session also offers a unique opportunity to preview the content and career impact of IOB’s advanced programmes—equipping attendees to make informed decisions about further study and professional development in this critical and evolving area.
Dr Gerry Grenham
Senior Academic Consultant, IOB
Dr Gerry Grenham is former Head of Postgraduate Programmes and currently Senior Academic Consultant at IOB. His experience covers all aspects of IOB educational programmes, with particular emphasis at the postgraduate level. He has been involved with the Graduate Diploma in Financial Planning since the programme’s inception and is a former Programme Director. As Programme Director he has been involved in programme design and review over the years.
Gerry holds a Bachelor of Science degree in Physics, a Masters in Management Science (now Data Analytics) and a PhD in Management Information Systems.
Prof Cal Muckley
Chair in Operational Risk, Banking & Finance University College Dublin (UCD)
Cal is Professor of Operational Risk in the Banking and Finance area at the UCD College of Business and a Fellow at the UCD Geary Institute. His research is in applied AI in financial misconduct, customer vulnerability and mitigating financial fraud.
In particular, he tests if older persons' difficulty in managing money, e.g., interacting with a bank, paying bills and making pension decisions, can help identify individuals with early-stage dementia. He has been a Visiting Scholar at New York University Stern School of Business, Yale University, at Groningen and Tilburg Universities in the Netherlands, at ESC Rennes School of Business in France, at Freiburg University and at the London School of Economics.
He is a Fulbright Scholar and he has also received other awards and fellowships. These include a Thomas Moran Fellowship from the Mutual of America Life Insurance, and the Barrington Medal from the Statistical & Social Inquiry Society of Ireland. Cal has published in scholarly journals including the Journal of Corporate Finance, the Journal of Econometrics and the Journal of Empirical Finance. His work has been widely reported in the media, including in the Huffington Post and the Wall Street Journal.
