2014 Technology Conference

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1 2014 Technology Conference October 24, 2014 Renaissance Hotel Baton Rouge, LA Who Should Attend Technology Officers, IT and IS staff (all levels), COOs, Retail Officers 5555 Bankers Avenue, Baton Rouge, LA / Phone: (225) / Fax: (225)

2 Conference Agenda 8:30am-9:00am Registration and Continental Breakfast (Sponsor Tabletop Exhibits Open) 9:00am-10:15am 10:15am-10:30am IT Exams - Lisa Traina, Traina & Associates Preparing for IT examinations can be challenging. This session will help you with that difficult task by providing insight into current issues addressed by regulators in IT exams. Topics include: top exam citations, Corporate Account Takeover, Internet banking authentication, cloud vendors, incident response, vendor management, policies and procedures, and more. Break (Sponsor Tabletop Exhibits Open) 10:30am-11:45am Remote Access Best Practices: Citrix/RDS vs. VDI/virtual vs. Hybrid - Randy Johnston, Network Management Group, Inc. (NMGI) Banks want team members to work securely from anywhere, anytime on any device (AAA). This is one of the marketing messages of public cloud hosting providers. Internal networks can provide the same style of remote access by using Citrix, Virtual Desktop Infrastructure (VDI) or Remote Desktop Services (RDS). Learn the techniques that will give your users the best experience using what you have, how a mix of technologies or hybrid approach might work, and what you should consider for your future upgrades. Understand what is needed to efficiently use each approach to remote access: Citrix, VDI or RDS List the pros and cons of each approach Upgrade challenges for each remote access approach Considerations for securing your network edge with firewalls, anti-virus and mobile device management (MDM) based on each remote method Branch Transformation Jenny Clawson, NCR Corporation This session will cover how assisted service is revolutionizing financial services industry and putting the consumer back in consumer banking. 11:45am-12:45pm 12:45pm-2:00pm Lunch with Sponsor Spotlight Wide Area Communications Networks - Geoff Smarada, P&N Tech Today s business world is highly mobile with organizations working with employees, clients, and vendors across multiple geographic locations. Many businesses are now utilizing wide area networks (WANs) to communicate and share data across a broad area. In this presentation, we will provide an overview of available technologies for data and voice including implementation methodologies. We will discuss the implications of big data, bandwidth optimization and data deduplication. Lastly, we will cover ways to prevent WAN disruptions and what to do when it happens. Best Practices for Incident Response (IR) Planning for the Bank Technology Officer - Larry Crocker, Dell SecureWorks The amount of cyber-attacks on banks is astounding, and breaches are only becoming more frequent. The Bank Technology Officer should be prepared for when these attacks happen and an incident occurs. Join Dell SecureWorks to see what processes and procedures are essential to incident response planning and how you can better protect and defend your financial institution from today s most relevant cyber threats. 2:00pm-2:15pm Break (Sponsor Tabletop Exhibits Open)

3 Conference Agenda (Continued) 2:15pm-3:30pm Big Data - Mike Skinner, Horne LLP Make no mistake; Big Data is the business, technology, and marketing buzzword of recent years. This session will give an introduction to Big Data, review how financial institutions are converting data into value and discuss internal control considerations. Mobile, Network, Application and Cyber Security - Vincent Maggiore, LaPorte This session will look at the risks associated with organizational networks, applications, and mobile technology, and how Information Technology (IT) controls should be put in place for each to detect, prevent, and secure your organization s IT assets. Finally, a look into the National Institute of Standards and Technology (NIST) Cybersecurity Framework and how to put these practices to work for your organization. Conference Sponsors: The 2014 Technology Conference will feature sponsors in the bank technology industry. Visit with the following sponsors at the conference for the latest in technology products, services and information. (as of 9/24/14)

4 Conference Speakers Lisa Traina utilizes her 30+ years of experience as a CPA, CITP and CGMA to assist financial institutions, hospitals, CPA firms and their clients in implementing measures to secure data and manage risks. She is a nationally recognized speaker, sharing her knowledge with thousands of CPAs and business professionals annually helping them leverage emerging technologies. Traina & Associates, an IT security audit firm, has been honored three times as a member of the LSU 100 list of the top 100 fastest growing Tiger-led businesses. In 2013, Lisa was elected President of the Society of Louisiana CPAs, becoming only the fourth woman in the organization s 102-year history to hold its top elected position. She was also named to CPA Practice Advisor Magazine s 2012 list of 25 Most Powerful Women in Accounting. Randolph P. (Randy) Johnston, MCS has been a top rated speaker in the technology industry for over 30 years. He was inducted into the Accounting Hall of Fame in He was selected as a Top 25 Thought Leader in Accounting from His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2014 Accounting Today Top 100 Most Influential People in Accounting award for the eleventh consecutive year. Among his many other awards he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. Geoff Smarada, CCVP, CCNP, MCSE, is Director of Engineering with P&N Tech (PNT). Geoff has worked in the IT industry for over 20 years. Geoff s IT experience includes business continuity and disaster recovery consulting, application development, network operating system design and support, network engineering, design and support. He possesses in-depth knowledge of routing and switching platforms and convergence of voice, video, and data systems in IP networks, as well as detailed knowledge of both traditional and IP based phone systems, voic systems, and call center applications from various manufacturers. Geoff has worked and managed projects ranging in size from small, single site with a single objective to large scale multi-national projects with complex diversified scope. He has supported clients in various vertical commercial market spaces and has served several clients in the financial industry. Larry Crocker is a Dell Secureworks Security Systems Senior Advisor with more than 14 years of experience and over 25 years of investigative experience in computer forensics and incident response. He is responsible for incident response management, evidence collection, digital forensics, log analysis, and malware identification and analysis. He also conducts information risk management, computer security incident response plan development, CSIRP gap analysis, and incident response training. Larry has been Recognized by the Director of the U.S Secret Service and the National Space and National Aeronautics and Space Administration (NASA) for his efforts in the continued support of cyber-crime defense. Vincent J. Maggiore, CISA, is Senior IT Auditor at LaPorte CPAs and Business Advisors. Vincent joined LaPorte from a Public Company and Governmental entity (Louisiana Legislative Auditors). He gained valuable experience leading and performing both Application and General Control IT Audits. He has experience in the area of Information Technology (IT) controls and assurance and is competent in providing auditing and consulting in such areas as: the State University Sytem, healthcare, financial institutions, Sarbanes Oxley 404 and more. He servers as the New Orleans Chapter Board Member of the Information Systems Audit and Control Association (ISACA), is a member of the Institute of Internal Auditors and is a member of the Louisiana Society of Certified Public Accountants (LCPA). Mike Skinner is senior manager in IT assurance and risk services at HORNE LLP. He is responsible for information technology audit, regulatory compliance, information security consulting, internal control consulting and business solution implementation. Mike has been with the firm for three years and has ten years additional experience working with regional and local firms, including a national retail telecommunications firm and a Fortune 500 international transportation provider. Mike earned his Bachelor of Accountancy and Master of Accountancy, both with emphasis in information systems, from the University of Mississippi. He is a Certified Public Accountant in Mississippi, Tennessee and Virginia. Mike is also a Certified Information Systems Auditor and Certified Information Technology Professional. Jenny Clawson is NCR s Branch Transformation Sales Specialist for the Western US and Canada and came to NCR through the acquisition of ugenius, the company that developed Interactive Teller in In her role at NCR, she consults with Financial Institutions about how to transform their branches using interactive technologies. Jenny is a graduate of the Marriott School of Management (MBA) and has over 10 years experience in technology and business consulting. She is based in Salt Lake City, Utah and enjoys hiking, cycling and skiing.

5 Registration Information Name Address Mr./Mrs./Ms. Mr./Mrs./Ms. Mr./Mrs./Ms. Bank Street Address City/State/Zip Phone Fax Payment Options Check 2014 Technology Conference October 24, 2014 Renaissance Hotel, Baton Rouge, LA (Made payable to the Louisiana Bankers Association) Visa MasterCard American Express Card # Expiration Date Amount to be charged on card $ Name on Card (Please Print) Billing Address Signature Registration Fee $225, per LBA member $425, per non-member Location Renaissance Hotel, Baton Rouge 7000 Bluebonnet Blvd. Baton Rouge, LA Registration Fee $225, per LBA member $425, per non-member Cancellation Policy: Due to facility commitments, cancellations must be received by October 20, Cancellations received after October 20, 2014 will be charged a $100 cancellation fee. Hotel Information To ensure the LBA group rate of $149+tax per night, please call the Renaissance Hotel at and identify that you re booking with the Louisiana Bankers Association Technology Conference room block. Sleeping room reservations must be made by October 10, 2014 at 5:00pm or until the block of rooms for LBA is filled, whichever is sooner. Submit registration and view roster in the Education Section of LBA s Website,

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