1 SAP Financial Services Forum Detailed Agenda October 21-22, 2014 New York City, New York
2 Financial Services Forum Day 1 October 21 8:00 am Registration Opens 9:00 am 9:10 am Introduction and Welcome Mike Cowles, SVP and General Manager, Financial Services, SAP 9:10 am 9:30 am SAP Vision Jen Morgan, President, SAP North America 9:30 am 10:30 am Future of Financial Services Ross Wainwright, Global Head of Financial Services, SAP including Guest Speaker Willie Stegmann, CIO Personal & Business Banking SA IT, Standard Bank of South Africa 10:30 am 11:00 am Think Like a Freak: A Different Approach to Managing Data and People in the Financial Services Industry Stephen Dubner, Author of the international best-sellers Freakonomics, Superfreakonomics, and Think Like a Freak 11:00 am 11:15 am Break 11:15 am 12:45 pm Disruptive Technology Trends and the Opportunity to Simplify and Innovate Building your Business to Run Better for Your Customers Simple, Streamlined, and Seamless Finance and Risk Management 12:45 pm 1:45 pm Lunch Breakout Sessions Breakout Sessions Breakout Session 1:45 pm 2:45 pm Disruptive Technology Trends and the Opportunity to Simplify and Innovate Building your Business to Run Better for Your Customers Simple, Streamlined, and Seamless Finance and Risk Management 2:45 pm 3:00 pm Break Breakout Sessions Breakout Sessions Breakout Session 3:00 pm 3:30 pm Flash Boys: A Wall Street Revolt Brad Katsuyama, Founder & CEO OF IEX (Investors Exchange) and Subject of Michael Lewis Flash Boys Industry Microforums Discuss today s greatest challenges by participating in an industry roundtable (choose one) 4:15 pm 5:00 pm Turning Clients into Fans of Your Brand Lessons from Professional 5:00 pm 7:00 pm Networking Reception
3 Financial Services Forum Day 1 October 21 DISRUPTIVE TECHNOLOGY TRENDS AND THE OPPORTUNITY TO SIMPLIFY AND INNOVATE Welcome Address: Simplify, Support, and Sustain a Changing Business Landscape with Adaptable Industry Solutions 11:15 am 11:30 am Pam Ireland, Global VP, Customer Success, Analytics, SAP Banking and insurance companies must change to sustain future business viability. A flood of regulations and new competitive entrants with customer-focused business models driven by changing customer demand and demographics create new and yet undefined challenges to banks and insurers. Financial services companies must decide today how to position themselves to compete in 2020, 2025, and beyond. Innovation Trends in Technology 11:30 am 12:00 pm Dejan Kusalovic, Marketing Director, Financial Services Industry, Intel Falk Rieker, Global Head of IBU Banking, SAP Don't miss this overview of the top technology trends and related Intel initiatives (from wearables to data center) and how this innovation tide can change the way financial institutions are conducting business. Technology Trends of Today with a Vision on the Future 12:00 pm 12:45 pm Matthew Richardson, Head of Product Management, RBS Citizens Matthias Loh, Managing Director, Accenture Lucas Budman, Chief Technology Officer, Cognilytics Hear from three banking and insurance professionals who will share their perspectives on today s technology trends and how they are enabling innovation. Let's get down in the trenches. Where do you start? What are the top drivers that are influencing decisions? Digital Financial Services 1:45 pm 2:15 pm Shrut Yadav Tournatory, Sr. Director, Market Development, Sapphire Ventures Patricia Hines, Industry Marketing Director, Financial Services & Insurance, Mulesoft Nuno Sebastiao, Chairman & CEO, Feedzai At this session, we will discuss how innovative technologies have changed the way customers interact with their banks and financial institutions. Turning Analytics and Big Data into Actionable Intelligence 2:15 pm 2:45 pm Andy Hirst, Vice President, Banking Solutions, SAP Discover the keys to leveraging internal data and turning it into actionable intelligence to drive better customer interaction and increase revenue. BUILDING YOUR BUSINESS TO RUN BETTER FOR YOUR CUSTOMERS Welcome Address: Optimizing Your Business So You Can Focus on Your Customers 11:15 am 11:30 am Carl Snyder, Director, Industry Value Engineering, US Banking, SAP For this discussion, we will review the top challenges that today's banks and insurers are facing.
4 Financial Services Forum Day 1 October 21 Customer Experience as the Lever of Digital Transformation 11:30 am 12:00 pm Richard Fleming, Partner, Financial Services, Bain & Company Learn how to create and execute an omnichannel strategy that delivers the experience that both banking and insurance customers demand. Simplifying Operations and Managing Increasing Customer Expectations: Panel Discussion 12:00 pm 12:45 pm Richard Fleming, Partner, Financial Services, Bain & Company Greg Sarafin, Vice President, IBM Global Business Services Katherine Burger, Editorial Director of Bank Systems & Technology and Insurance & Technology How do we increase competitiveness? Join us to discuss the proper path for your organization to succeed in the future, whether that involves cloud, omnichannel, modern core banking and insurance platforms, or procurement solutions. Disruptive Trends in Financial Services: Panel Discussion 1:45 pm 2:15 pm John Owens, Ecommerce Manager, MoneySuperMarket.com Penny Crosman, Technology Editor, American Banker, Editor in Chief, Bank Technology News Falk Rieker, Global Head of IBU Banking, SAP America Inc Don't miss our lively discussion on how non-traditional banks and financial services providers have shaken up the industry and what traditional financial services providers have to do to remain competitive. New and Innovative Ways to Run More Efficiently and Maximize Revenue 2:15 pm 2:45 pm George Colwell, Financial Services Industry Principal, SAP John Machado, Director Customer Data Management Corporate Marketing, BMO Dean Rootenberg, Vice-President Risk Products, Outisde Intelligence Discover how to improve your banking or insurance company's performance through innovative core systems and processes that will enable your organization to drive better financial performance. SIMPLE, STREAMLINED, AND SEAMLESS FINANCE AND RISK MANAGEMENT Welcome Address: The Drivers Behind the Trend on Finance and Risk Integration 11:15 am 11:30 am Dr. Michael Adam, Global Head of Risk & Compliance Solutions, IBU Banking, SAP Join us for a panel discussion on the underlying challenges facing the banks, insurers, and capital markets firms, today, in regards to risk, regulation and finance requirements. During this session you will hear from leading industry experts as well as your peers on the regulatory, risk and finance challenges facing the financial services industry today. Impact of Big Data on Financial Compliance and Risk Reporting 11:30 am 12:00 pm Steven Leslie, Lead analyst, Financial Services, The Economist Steven Leslie from the Economist will present findings from its recent survey of financial services executives on the impact of Big Data on the risk and compliance needs of banks today.
5 Financial Services Forum Day 1 October 21 Perspectives on Finance and Risk Integration The Regulatory Agenda: Panel Discussion 12:00 pm 12:45 pm Geoff Cavey, Managing Director, Morgan Stanley Randy Gonzalez, Financial Transformation Program Director, New York Life Insurance David Goslin, Director, Deloitte How can your organization rethink finance and risk architecture to facilitate rapid and cost-effective compliance with the latest regulations? Find out at this educational session. Improving Financial Performance by Reducing Complexity 1:45 pm 2:15 pm Martin Traub, Executive Director Finance, Ernst & Young Mark Feeley, Principal Risk, Ernst & Young Hear from industry experts on the methods currently being leveraged by various financial services organizations to improve overall financial performance, reduce complexity, and streamline operations. Driving Sustainable Savings Through Sourcing and Procurement Using Ariba 2:15 pm 2:45 pm Kelly Miller, Vice President, Financial Services, Ariba, a SAP Company Marianne Clements, VP Accounts Payable, AIG Find out how numerous banks and insurers are leveraging cloud solutions to simplify their procurement processes and purchasing procedures as well as reduce costs. WOMEN S LEADERSHIP ACTIVITY Women in Financial Services Leadership Luncheon 12:45 pm 1:45 pm Grainne McNamara, Managing Director in Firm Management, Morgan Stanley SAP s Financial Services Institute (FSI) Business Women s Network (BWN) is hosting a Women in Financial Services Leadership Networking Luncheon. The luncheon will be hosted by Debbie Schmidt, executive sponsor of the BWN FSI chapter, and will feature a talk from Grainne McNamara, managing director, Morgan Stanley, and a board member of the New York Women s Foundation. Note: Due to limited space, this event is by invitation only. INDUSTRY MICROFORUMS Is Financial Services Ready to Embrace the Cloud? Paul Stuker, Manager, Global Cloud Technical Solutions Consulting, SAP Is your infrastructure up the challenges of a 24x7 global economy? Find out in this roundtable discussion. Enabling the Digital Enterprise with the Modern Core David Mitchell, Senior Manager, Accenture Financial Services Banking, Accenture As organizations look to become modern digital enterprises, questions arise around how to best leverage digital innovation as well as where and when to invest based on anticipated business benefits. In this micro-forum, we ll discuss key points surrounding this topic, including: The latest definitions of what it means to be a digital bank Requirements for a modern core both near term and in the future What business benefits can be expected to change when implementing a modern core within a digital enterprise What digital enterprises need out of a modern core
6 Financial Services Forum Day 1 October 21 Are You Taking Advantage of the New Trends in Payments and Business Networks? Rob Mihalko, VP Business Networks, Ariba, an SAP Company At this session, we will discuss methods for lowering costs, increasing margins, and driving overall improved performance by leveraging cloud-based payment and procurement solutions. The Changing Landscape for Information Technology in Financial Services Rich Feldman, Global Director Financial Services, Red Hat Inc. Matt Mariani, Financial Services Solution Architect, Red Hat Inc. Financial services players face myriad challenges, including new competitors, increased regulations, more demanding consumer and corporate clients, and the need to recruit and develop talent. Open source computing, public and private clouds, Big Data, and mobile computing all provide opportunities for addressing these challenges. This interactive session provides participants the opportunity to discuss ways they are responding to the changing landscape for information technology in financial services. Lessons Learned: How Banks Are Delivering Finance Transformation and Financial Risk and Regulatory Intelligence Dan Miller, Associate Partner, Global Business Services, IBM Hear case studies from a number of banks that are meeting the challenges of today's shifting landscape by addressing legislative and regulatory reporting requirements through finance transformation investments. Risk management and regulatory intelligence drivers are changing the face of finance transformation, and there are lessons to be learned from those banks already on a transformation journey. IBM 's experts in this space will host this microforum and provide actionable insights as you plan for 2015 and beyond. Streamlining CCAR Stress Testing Lucas Budman, Chief Technology Officer of Cognilytics, Banks are being subject to numerous and ever-increasing regulatory stress-testing pressures: Basel II, CCAR, EBA, etc. While most banks have cobbled together the data and the reporting needs for such stringent requirements, these current processes are labor-intensive and inflexible and lack sufficient model governance and model risk management rigor. These current processes also do not provide a mechanism for the effective and efficient execution of multiple iterations. To address these issues, banks are looking for a centralized stress-testing environment that includes a set of pre-packaged domainspecific data and predictive models as well as a high-performance computational platform to manage different stress-testing demands. Banks are also requiring additional orchestration and scenario management capabilities that enable multiple iterations/what-if scenarios, which provide credit-risk analysis at a loan/pool/portfolio level to generate cash flows and finegrained predictive model execution. Addressing Liquidity Risk Management Requirements Peter Marshall, Principal Risk, Ernst & Young Scott Keipper, Principal - Enterprise Intelligence Risk, Ernst & Young Join us to discuss methods and techniques for addressing liquidity risk requirements. Is Your Organization Changing with Your Customers Expectations? Jonathan Kalman, President, Insurance Solutions, Return on Intelligence, Inc. Banks and insurance companies are becoming more customer-centric to respond to the demands of current and prospective clients. Is your organization ready to meet these changing customer expectations? Omnichannel solutions enable your organization to provide its customers with the experience they demand. Join us for this discussion to learn more about engaging customers and gaining a competitive advantage with omnichannel solutions. Networking Reception 5:00 pm 7:00 pm
7 Financial Services Forum Day 2 October 22 8:00 am 9:00 am Breakfast 9:00 am 10:45 am Breakout Sessions Banking Capital Markets Insurance Breakout Sessions Breakout Sessions Breakout Session 10:45 am 11:00 am Break 11:00 am 11:45 am Breakout Sessions Banking Capital Markets Insurance Breakout Sessions Breakout Sessions Breakout Session 12:00 pm 1:00 pm Lunch BANKING Welcome/Session Overview 9:00 am 9:15 am Mike McQuaid, Vice President Sales, Banking, SAP Addressing Customer Retention and Competing with the Non-Traditional Bank 9:15 am 10:00 am Nate Wehunt, SVP Digital Channels Manager, City National Bank Banks today are under siege by a legion of new entrants into the banking space, from Walmart to PayPal. Customers no longer see the need to work with a traditional bank. What can you do to improve customer retention and even grow your customer base? Preparing for the Next Wave of Regulation 10:00 am 10:45 am Mike Russo, Senior Industry Value Engineer, Financial Services, SAP Dr. Michael Adam, Global Head of Risk & Compliance Solutions, IBU Banking, SAP Dodd-Frank, the Volker Rule, and Basel III are just getting started. Do you have the tools you need to address these new requirements? Building a 360-Degree View of Your Bank 11:00 am 11:45 am George Colwell, Industry Value Advisor, SAP Do you have the data you need to make the right decisions at the right time? Banks today do business in multiple countries and in multiple lines of business. How can you make the right decisions for your bank without the right information?
8 Financial Services Forum Day 2 October 22 CAPITAL MARKETS Welcome/Session Overview 9:00 am 9:15 am Scott Grayson, Vice President Sales, Capital Markets, SAP Trading Strategies in Today's Changing World 9:15 am 10:00 am Fredric Gilde, Global Head of Client Strategy, Sanford C. Bernstein & Co., LLC What tools do you have to make sure you can react in real time to issues happening around the world at any time of the day? Growing Margins Through Cloud Adoption 10:00 am 10:45 am Raul Porras, Industry Value Advisor, Value Engineering, SAP Financial services companies are getting squeezed by new regulations and increased competition. Where can you look to improve performance and improve profit margins? Delivering Real-Time Experiences Your Customers Demand with Quantitative Analytics and High Performance Infrastructures 11:00 am 11:45 am Andy Hirst, Vice President, Banking Solutions, SAP To grow your business, you need to reach your existing customers as well as attract new ones. Are you delivering the omnichannel experience they demand today? INSURANCE Welcome/Session Overview 9:00 am 9:15 am Tony Bredehoeft, Vice President of Sales, Insurance, SAP America Insurance Innovation: 2015 and Beyond 9:15 am 10:00 am Anthony O Donnell, The Economist Join insurance industry expert and commentator Anthony O'Donnell as he unveils a new global executive survey conducted by the Economist and sponsored by SAP. Despite having been one of the first industries to use data processing on a large scale, insurers have acquired a reputation of lagging technologically over the past few decades. However, recent innovations around Big Data and analytics allow insurers to reassert themselves as leaders. Because of the nature of the business, insurers have already distinguished themselves in areas such as predictive modeling, and now, because insurance is a customer-facing business, they are advancing rapidly in many consumer-related technologies. Anthony will present the detailed results and then ask a distinguished group of insurance industry executives to join him on stage for a lively panel discussion. Taming the Chaos in Insurance Finance and Risk 10:00 am 10:30 am Seth Hedlund, Managing Director, msg global solutions Understanding today s insurance landscape is just part of the challenge; competitive insurance companies also need to be able to predict tomorrow s market conditions. Learn how the SAP Insurance Analyzer software, a co-innovation between msg global and SAP, is leaping traditional barriers to provide access to data across organizations and streamlining disparate data sources for transparency and accessibility. Insights will be provided from a current financial transformation project with the leading U.S. mutual insurance company.
9 Financial Services Forum Day 2 October 22 The Omnichannel Insurer: Enabling the Next-Generation Customer 10:45 am 11:15 a.m Birgit Fien-Schmalzbauer, Global Head of Customer Engagement Solutions, SAP Insurance Business Unit and Manuel Toenz, Senior Solution Engineer, hybris software (An SAP Company) The omnichannel insurer is customer-centric and innovative. How can you get there? The interactions between insurers, agents, brokers, and customers are rapidly increasing in complexity. Many different touch points are involved, as customers and partners expect more flexibility and faster response. Legacy systems must be able to function seamlessly with newer technologies that are often cloud-based and mobile. This session will provide a detailed look at the latest innovations in customer engagement technology. Evolution of Data in Transformation: How Modern Insurers Are Integrating Data to Transform Their Operations 11:15 am 11:45 am Doug Del Porto, Vice President, Virtusa Doug Del Porto is an insurance industry veteran and leading expert on business transformation. In this session, Doug will review the evolution of data integration, share his vision on new approaches to leveraging data in transformation, and discuss his current experiences with world-leading carriers. See how new approaches to data integration will be the foundation for tomorrow's success. End-to-End Insurance Product Lifecycle Management: The Core Insurance Path to Transformation 11:45 am 12:15 pm Ross Orrett, Global Head of Insurance Industry Innovation and Development, SAP The pace of innovation within the insurance industry is significant, with the strategic use of potentially game-changing technologies for a digital transformation such as cloud, Big Data, mobile apps, and telematics gaining prominence. A carrier s ability to implement and capitalize on these new technologies is only as good as its ability to fully integrate them with core applications and business processes. Don't miss this interactive discussion that will challenge you to rethink your definition of core insurance.
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