Activity
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2024 has been an active year of research and policy-related travel. In this post, I’ll reflect on my favorite trips with some pictures below. 1…
2024 has been an active year of research and policy-related travel. In this post, I’ll reflect on my favorite trips with some pictures below. 1…
Liked by Connor Heaton
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What are your priorities for 2025? #scalingup, #optimisingcosts, #hiring, #restructuring, exploring new #products and #markets? Here at SRM Europe,…
What are your priorities for 2025? #scalingup, #optimisingcosts, #hiring, #restructuring, exploring new #products and #markets? Here at SRM Europe,…
Liked by Connor Heaton
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Have management forgotten their GDPR obligations? Much could seem so. Read my newest blog post (link in comments) Over the past years, I have held…
Have management forgotten their GDPR obligations? Much could seem so. Read my newest blog post (link in comments) Over the past years, I have held…
Liked by Connor Heaton
Experience
Education
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The Ohio State University
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Activities and Societies: Honors Program, 169th Honors Cohort Program, Undergraduate Student Government Cabinet, Sustainability Committee, Internal Affairs Taskforce, Medieval Renaissance Performers Guild
• Fisher Consumer Packaged Goods Cluster 2013-2014: A competitive project-based program focused on strategy and marketing, featuring face-to-face interaction with senior executives from program sponsors, P&G, Kroger and Smucker’s.
• Marketing Capstone: As part of a small team, delivered winning marketing strategy to local business Homage, driven by segmentation and personas created based on primary research.
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• One of 30 students selected for a hands-on academic program designed to enhance leadership and business skills. Worked with a small team on a consulting project with Limited Brands to improve logistics in a Distribution Center, ultimately providing a composite storage and RDC usage solution that resulted in estimated savings of $500,000 per year.
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Activities and Societies: Chieftain (School Newspaper) - Writer and Editor, Stage Combat Club - Founder, National Honor Society, National Latin Honor Society
Licenses & Certifications
Publications
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Focus on Operational Agility to Achieve Success in 2024 - AI Regulation and Executive Order
Strategic Resource Management
Summary: The White House released a broad-spanning executive order in late 2023 providing more rules for the use of AI, including security and reporting requirements for AI/cloud companies and entities heavily relying on AI, as well as mandates for federal agencies to establish further regulations over time. While regulation risks stifling innovation, there is consensus on its importance, though agencies will likely struggle to keep pace with the rapid AI advancements. The order represents a…
Summary: The White House released a broad-spanning executive order in late 2023 providing more rules for the use of AI, including security and reporting requirements for AI/cloud companies and entities heavily relying on AI, as well as mandates for federal agencies to establish further regulations over time. While regulation risks stifling innovation, there is consensus on its importance, though agencies will likely struggle to keep pace with the rapid AI advancements. The order represents a more substantive US stance on AI regulation, though most regulators continue to produce high-level guidance rather than binding rules. Amid volatility within AI giants like OpenAI, the patchwork of regulation will evolve over time, and financial institutions need to establish internal policies and controls, build experience with AI, and be sufficiently agile to adapt to upcoming regulation.
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Looking at AI Language Model Use Cases for Financial Institutions
Strategic Resource Management
Summary: The banking industry has met recent advances in AI like OpenAI's ChatGPT and GPT-4 with a mix of excitement and caution, as some institutions embrace the technology while others restrict employee use. Potential applications of these large language models (LLMs) in financial services include technical support, fraud detection, training/education, professional writing, code generation, web/mobile design, and data reporting. While the capabilities are rapidly evolving, LLMs are expected…
Summary: The banking industry has met recent advances in AI like OpenAI's ChatGPT and GPT-4 with a mix of excitement and caution, as some institutions embrace the technology while others restrict employee use. Potential applications of these large language models (LLMs) in financial services include technical support, fraud detection, training/education, professional writing, code generation, web/mobile design, and data reporting. While the capabilities are rapidly evolving, LLMs are expected to find their way into nearly every financial institution through adoption by employees or integration into existing vendor products. Financial institutions must figure out how to realize the potential of LLMs while managing associated risks.
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The Increasing Chatter Around Conversational AI
Strategic Resource Management
Summary: Conversational AI, including text and voice chatbots, has become increasingly important for financial institutions during the pandemic due to cost pressures, staffing challenges, and market appetite for convenience and remote banking. Successful implementation requires addressing employee concerns about job loss, understanding that conversational AI is not "plug and play" and requires tailoring to the institution's needs, dedicated resources for managing and enhancing the offering, and…
Summary: Conversational AI, including text and voice chatbots, has become increasingly important for financial institutions during the pandemic due to cost pressures, staffing challenges, and market appetite for convenience and remote banking. Successful implementation requires addressing employee concerns about job loss, understanding that conversational AI is not "plug and play" and requires tailoring to the institution's needs, dedicated resources for managing and enhancing the offering, and collaboration with vendors. While conversational AI cannot solve all problems immediately, it can augment services by offloading routine queries and collecting valuable data through client interactions. As customer demographics shift, quality 24/7 self-service options like conversational AI are becoming essential for banks and credit unions pursuing digital modernization.
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Various Internal or Proprietary Papers
Deloitte
Notable materials include: AI primer, AI vendor space analysis, innovation management framework, RPA center of excellence framework, RPA solution architecture, technology annex to national logistics strategy, startup pitch materials, autonomous vehicles regulation analysis.
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What Makes Diets So Difficult?: Examining the Impact of Different Types of Dietary Restriction
The Ohio State University
The research thesis examined the impact of two types of dietary restriction - restricting the quantity of food one can eat (portion restriction) and restricting the types of foods one can eat (food type restriction). The study was a field experiment conducted at a restaurant, where participants were assigned to a control group or one of the two restriction conditions. The results indicated that any perceived restriction decreased satisfaction and perception of satiety, though portion…
The research thesis examined the impact of two types of dietary restriction - restricting the quantity of food one can eat (portion restriction) and restricting the types of foods one can eat (food type restriction). The study was a field experiment conducted at a restaurant, where participants were assigned to a control group or one of the two restriction conditions. The results indicated that any perceived restriction decreased satisfaction and perception of satiety, though portion restriction had a smaller negative effect than food type restriction. Restrained eaters reacted more negatively to external restrictions, suggesting internally imposed controls cause less dissatisfaction. The practical conclusion was that dietary plans should focus on portion control over restricting food types and explore ways to encourage internal regulation.
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Five Consumer Trends That Will Shape E-Commerce
Global E-Tailing 2025: A study by Deutsche Post DHL
The publication discusses five consumer behavior trends that will shape the future of e-commerce. It explores concepts like crowd-shaping where consumers collectively shape products, social marketplaces that enable consumer-to-consumer commerce, gamification to engage users, guilt-free and sustainable consumption, and hyper-connectivity across multiple devices and objects. These emerging trends highlight the need for agile e-commerce strategies that can adapt to evolving consumer preferences…
The publication discusses five consumer behavior trends that will shape the future of e-commerce. It explores concepts like crowd-shaping where consumers collectively shape products, social marketplaces that enable consumer-to-consumer commerce, gamification to engage users, guilt-free and sustainable consumption, and hyper-connectivity across multiple devices and objects. These emerging trends highlight the need for agile e-commerce strategies that can adapt to evolving consumer preferences and leverage data-driven insights. The publication provides insights into how e-commerce companies can stay ahead of the curve by anticipating and embracing these disruptive consumer behavior shifts.
Courses
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Business Finance
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Business Skills and Environment
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Computer Problem Solving for Business
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Decision Sciences: Operations Research, Modeling and Applications
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Introduction to Operations Management
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Marketing Honors
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Principles of Accounting
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Statistical Techniques for Business
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The Craft of Acting
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Honors & Awards
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OpenAI Preparedness Challenge Winner
OpenAI
The OpenAI Preparedness Team offered $25K each in API credits for the ten best submissions to the Preparedness Challenge. These submissions aimed to identify unique, but still plausible, risk areas for frontier AI, where AI tools could be employed to cause catastrophic harm. Of hundreds of submissions in half a dozen languages, my entry was selected as one of the top ten.
"We reviewed and graded each submission by assessing technical rigor, uniqueness, scale of potential damage caused…The OpenAI Preparedness Team offered $25K each in API credits for the ten best submissions to the Preparedness Challenge. These submissions aimed to identify unique, but still plausible, risk areas for frontier AI, where AI tools could be employed to cause catastrophic harm. Of hundreds of submissions in half a dozen languages, my entry was selected as one of the top ten.
"We reviewed and graded each submission by assessing technical rigor, uniqueness, scale of potential damage caused, and clarity. [...] The top ten submissions combined thoughtful ideas with proofs of concept, and highlighted the advantages of their approach over an approach that did not utilize AI-related tools."
More activity by Connor
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Looking forward to joining the Athens Roundtable on AI and the Rule of Law on December 9th in Paris! The Roundtable is part of France’s 2025 AI…
Looking forward to joining the Athens Roundtable on AI and the Rule of Law on December 9th in Paris! The Roundtable is part of France’s 2025 AI…
Liked by Connor Heaton
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📍 Chief Strategy Officer Mark Sievewright will appear at the CUES Directors Conference this week in Nashville, TN. 🎤 Mark will share his insights…
📍 Chief Strategy Officer Mark Sievewright will appear at the CUES Directors Conference this week in Nashville, TN. 🎤 Mark will share his insights…
Liked by Connor Heaton
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Here’s a thought: maybe the consulting industry is overdue for its own breakup ⛓️💥 If history has taught us anything, it’s that bigger doesn’t…
Here’s a thought: maybe the consulting industry is overdue for its own breakup ⛓️💥 If history has taught us anything, it’s that bigger doesn’t…
Liked by Connor Heaton
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My best decision in my career over 10 years ago was to join a small firm called SRM. The company’s culture and commitment to its employees and…
My best decision in my career over 10 years ago was to join a small firm called SRM. The company’s culture and commitment to its employees and…
Liked by Connor Heaton
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❌ Rejsekort appen der tracker din lokalitet hele tiden. - også når du ikke rejser (hvordan skulle den ellers "hjælpe" dig hvis du har glemt at tjekke…
❌ Rejsekort appen der tracker din lokalitet hele tiden. - også når du ikke rejser (hvordan skulle den ellers "hjælpe" dig hvis du har glemt at tjekke…
Liked by Connor Heaton
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Been a while since I was last in Scotland 🏴, but arrived in Glasgow for the annual Scottish Chambers of Commerce dinner event tonight…
Been a while since I was last in Scotland 🏴, but arrived in Glasgow for the annual Scottish Chambers of Commerce dinner event tonight…
Liked by Connor Heaton
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This week's SRM #TechTalk (12/5, 4:00 PM EST) will feature Siva G. Narendra, CEO of Tyfone, Inc. and Payfinia. Siva will be discussing: Harnessing…
This week's SRM #TechTalk (12/5, 4:00 PM EST) will feature Siva G. Narendra, CEO of Tyfone, Inc. and Payfinia. Siva will be discussing: Harnessing…
Liked by Connor Heaton
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We are excited to announce that Jennifer Marron has joined the Institute for AI Policy and Strategy as our Director of Policy and Engagement…
We are excited to announce that Jennifer Marron has joined the Institute for AI Policy and Strategy as our Director of Policy and Engagement…
Liked by Connor Heaton
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