PDF Download September 7-9, 2014 Agenda (PDF)

CIO Finance Summit
September 7-9, 2014

↓ Agenda Key

View detailsKeynote Presentation

Visionary speaker presents to entire audience on key issues, challenges and business opportunities

View detailsExecutive Visions

Panel moderated by Master of Ceremonies and headed by four executives discussing critical business topics

View detailsThought Leadership

Solution provider-led session giving high-level overview of opportunities

View detailsThink Tank

End user-led session in boardroom style, focusing on best practices

View detailsRoundtable

Interactive session led by a moderator, focused on industry issue

View detailsExecutive Exchange

Pre-determined, one-on-one interaction revolving around solutions of interest

View detailsFocus Group

Discussion of business drivers within a particular industry area

View detailsAnalyst Q&A Session

Moderator-led coverage of the latest industry research

View detailsVendor Showcase

Several brief, pointed overviews of the newest solutions and services

View detailsCase Study

Overview of recent project successes and failures

View detailsOpen Forum Luncheon

Informal discussions on pre-determined topics

View detailsNetworking Session

Unique activities at once relaxing, enjoyable and productive

Sunday, September 7, 2014 - CIO Finance Summit

12:00 pm
-
2:30 pm

Registration & Greeting

2:45 pm
-
2:55 pm

Welcome Address

3:00 pm
-
3:40 pm

Keynote Presentation

Finance, Technology and Next Year's Agenda

Come prepared to gain insight from some of the top CIOs from the financial industry. This session will discuss current technology trends facing the financial business, as well as what to look forward to in the upcoming year. 

Learn how you can take advantage of new technology and practices that can help boost your business in 2015.

3:45 pm
-
4:15 pm

Executive Exchange

Think Tank

The Intersection between Business Data Management and Enterprise Information Architecture

How a business-led and business-run data management program will inevitably create a set of directives, services, and design principles that need to be enforced, instantiated, and invoked by solution architects and developers within the firm. 

The bridge between the two is optimally an enterprise information architect who owns the over-all big picture of how technology solutions are designed, deployed, and managed to ensure the goals of the business data governance executives.

Presented by:

View detailsMary Anne Palangio, SVP & CIO Group Functions, ManulifeManulife

Think Tank

Implementing the Right Change: A Roadmap to Innovation

In the midst of evolving Web and mobile technologies, as well as the still-present concern of stubborn legacy systems, IT innovation has become an urgent priority for growth and success. 

This session will discuss how to implement meaningful innovation, as opposed to simply making changes. Discussion topics will include:

  • Designing Your Innovation Approach
  • Galvanizing the Department
  • Getting the Organizations Support
  • Overcoming Regulatory Fears

4:20 pm
-
4:50 pm

Executive Exchange

Think Tank

Responding to a Service Outage

Accidents and mistakes are nearly inevitable, but what if you could minimize their overall probability?  Service outages can be a nightmare, not just for the CIO, but also for the enterprise and customers as well. The last thing any IT leader wants is bad press or negative responses from their customers. Therefore, its essential for CIOs to be prepared for any type of service outage. That way, if and when the time comes, he or she will be ready to make the best out of a worst case scenario. 

This session will focus the top practices for CIOs and IT executives to follow during service outages. Experts will go over the different ways to prepare, as well as touch on case studies from past successful and unsuccessful service outage performances.   

Think Tank

How Technology Risk Frameworks Drive Comprehensive Risk Management

Establishing technology risk frameworks is a foundation for managing risk, policy, and control activities. Frameworks that leverage regulatory guidelines, industry standards, and common practices ensure a consistent and comprehensive approach to managing and communicating risk. Key to the technology risk framework is the establishment of metrics and tolerance levels to drive consistent views of risk and remediation activities.   

Specific areas to be discussed: 

  • Benefits of establishing risk frameworks
  • How metrics are aligned to key control outcomes
  • How forecasting target state metrics connect key initiatives to risk mitigation goals

5:00 pm
-
6:00 pm

Executive Visions Panel

Becoming the Best IT Executive You Can Be

Being an IT executive in the finance industry isn't always easy. As finance companies continue to slowly implement new technologies, its essential that IT leaders know how to successfully incorporate these technological changes. 

In this session, attendees will hear from experienced CIOs from leading Finance companies; specifically, what it takes to become a successful IT executive in the realm of finance. Topics of discussion will include:

  • IT Budget: Development vs. Maintenance
  • Business Strategy and Your Role as CIO/IT Executive
  • Solutions vs. Automations
  • Creativity and Sustainability

Panelists:

View detailsNancy Selph, Group CTO & Executive Director COO, UBSUBS

Sponsored by:

View detailsErnst & Young LLPErnst & Young LLP

6:00 pm
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7:00 pm

Welcome Reception

7:00 pm
-
9:00 pm

Welcome Dinner

9:00 pm
-
10:00 pm

After Dinner Networking

Monday, September 8, 2014 - CIO Finance Summit

7:00 am
-
7:50 am

Networking Breakfast

8:00 am
-
8:45 am

Keynote Presentation

The Future of IT: Trends and Transformation in a Customer-Centric Economy

Today's consumers have new expectations for how they want to engage with service providers. Their relationship with brands, products, and services is changing and requires business leaders to acclimate their people, processes, and technology. The convergence of big data, mobility, information security, and social media will continue to influence how we connect and serve our customers. Wells Fargo's leadership team has centered its business model on a 360-degree view of the customer, creating one Wells Fargo voice that connects thousands of products and more than 80 lines of business.

Join Wells Fargo's CIO, Kevin Rhein, to discuss trends, purpose-driven innovation and the perspective needed to evolve customer experience.

 

Presented by:

View detailsKevin Rhein, Senior EVP and Chief Information Officer, Wells FargoWells Fargo

8:50 am
-
9:30 am

Keynote Presentation


Sponsored by:

View detailsIBMIBM

9:40 am
-
10:10 am

Executive Exchange

Thought Leadership

IT as a Service Broker

The business is demanding faster response times and greater flexibility when dealing with internal IT. With this demand comes the need for IT to change from a reactive organization to an innovative one, and from being responsive to business demands to truly adding differentiation to the business. New alternatives for obtaining IT services are pushing the adoption of the IT as a service model.

Additionally, the need for IT to support the proliferation of new devices, meet the demands of a highly mobile workforce, manage rapidly expanding data volumes, and ensure the value and security of multiple data sources outside the enterprise is transforming the physical IT environment and changing the way IT roles are performed. 

Sponsored by:

View detailsEMCEMC

10:15 am
-
10:45 am

Executive Exchange

Think Tank

Emergence of the Chief Data Officer and Industry Implications

Will the emergence of the Chief Data Officer impact consumer access and see an increase in profit centers? The session will discuss anticipated changes resulting from this surging corporate position.

Think Tank

Conceptual Model of Big Data-Driven Innovation

You know what data-driven decision-making is, but do you know how to talk about Big Data-driven innovation to your team and the other executives in your company? 

Whether you are currently working with Big Data or just planning to, wouldnt it be easier if you all had a common understanding, terminology and definitions, describing the stages of Big Data-driven Innovation?  

10:50 am
-
11:20 am

Executive Exchange

Roundtable

Is your organization ready for Real-Time?

The ability to align business requirements and technology assets has been a fundamental concern of enterprises for years. Limited visibility into operations, lack of operational insights and the inability to adapt and respond dynamically are daily challenges for most organizations. So how can you capitalize on real-time and right-time analytics to improve operational visibility and performance? 

Join us as we provide examples of how other organizations are using the power of real-time analytics to make intelligent decisions and gain a competitive advantage.

Sponsored by:

View detailsSoftware AGSoftware AG

Roundtable

Sponsored by:

View detailsCradlePointCradlePoint

Roundtable

Sponsored by:

View detailsCisco SystemsCisco Systems

11:20 am
-
11:35 am

Networking Break

11:40 am
-
12:10 pm

Executive Exchange

Thought Leadership

In-Memory Analytics and Hadoop: The Era of Abundance

To generate insights from Hadoop in a timelier manner, a new approach is required. 

Join Paul Bachteal as he discusses how in-memory analytics offers new ways to capitalize on investments in Hadoop so that you can better utilize existing staff, improve business performance, and produce answers faster. 

Plus, he'll discuss the importance of business and IT alignment, how to modernize your analytics platform in order to use massive parallelization, and why analyzing sensor data across multiple devices can lead to a new 360-degree customer view.

Sponsored by:

View detailsSASSAS

12:15 pm
-
12:45 pm

Executive Exchange

Think Tank

Innovation: Is it in your Budget?

There seems to be pressure looming when it comes to creating, as well as implementing and maintaining, new technology for your business. In a world where advancing technologies are a part of everyday business, its imperative to learn how to adapt and welcome these changes if you want to compete. How you embrace and assess innovation, with respect to your budget, can do wonders for your business. 

Join us as we discuss how you can influence better innovation while lowering the negative effects it may have on your budget.

Think Tank

EPM: BI for IT

Today's enterprises often consist of an accumulation of legacy IT assets, many of which were developed organically without a strategic blueprint. Add in mergers and acquisitions, and other complex environments, and the result is often unwieldy, expensive and risky or difficult to maintain. 

Enterprise Portfolio Management (EPM) provides a BI platform to integrate disparate data sets, providing multiple views to multiple stakeholder communities:  

  • Business goals and strategic planning
  • Provision of business capability with process and applications
  • Technology stack, currency and risk
  • Data
  • Change management and impact analysis
  • Financials

Adopting a portfolio management perspective provides greater insight and a data driven approach to decisions. Align and prioritize your technology spend to maximize business results.

12:50 pm
-
1:20 pm

Executive Exchange

Thought Leadership

The Lockheed Martin Cyber Security Journey

Throughout the last decade, Lockheed Martin developed an innovative and proven Cyber Kill Chain approach to proactively and successfully defend its global business enterprise.  This thought leadership session will take you through the journey of Lockheed Martins Computer Network Defense lifecycle, its resiliency to defend against advanced attacks, and a detailed case study and lessons learned of a customer transformation to Intelligence-driven Defense.

Sponsored by:

View detailsLockheed Martin CorporationLockheed Martin Corporation

1:20 pm
-
2:15 pm

Networking Luncheon

2:20 pm
-
2:50 pm

Executive Exchange

Think Tank

Data Security and Compliance When Adopting the Cloud

As cloud adoption continues to grow, so do concerns about compliance with financial, privacy and data disclosure laws. An increasing array of regulations, such as Gramm-Leach-Bliley (GLBA), PCI Data Security Standard, and privacy laws in 46 states, make organizations legally responsible for protecting regulated information, regardless of where its stored.

In this session, well discuss ways to address compliance and achieve safe harbor exemptions from breach notification laws, for sensitive data stored in the cloud.

Think Tank

Barriers to Innovation & Growth

New research shows that unknown amounts of IT debt are creating hidden balance sheet liabilities for many companies, with many unable to even measure. Coupled with the need to embrace mobile and cloud technologies and external legislative demands, what strategy should CIOs adopt and what is the best approach to tackle the legacy challenge?

2:55 pm
-
3:25 pm

Executive Exchange

Thought Leadership

What Every CIO Should Ask About User-Driven Business Intelligence

Analytics and BI continue to be a top priority for CIOs and CFOs alike. However, multiple studies show that BI continues to be deployed to only a fraction of the business users who could benefit from it.  Innovative (a.k.a. rogue) users will download and deploy solutions themselves without the involvement of IT. But this creates risk for the firm as IT loses control over data security and integrity. There is an alternative. IT leaders can proactively deploy self-service BI allowing them to protect the firm all while becoming the hero to their information starved business users.

In this session, we will look beyond basic features and functionality and discuss what really matters when evaluating these technologies.

Sponsored by:

View detailsQlikQlik

3:30 pm
-
4:00 pm

Executive Exchange

Thought Leadership

Next Generation Analytics: Acting on Big Data While It Still Has Value

Data can transform your business. In the new digital economy organizations are demanding more and more analytics on all of their data. The operational ability to capture the right information, at the right time and act on it preemptively, is today's sure driver of sustainable business value and competitive advantage. This session will present the challenges of acting on big data in real-time as well as how you can expand core big data competencies, build data discovery capabilities, and put your insights into action.

Sponsored by:

View detailsTeradataTeradata

Tibco SpotfireTibco Spotfire

4:05 pm
-
4:35 pm

Executive Exchange

Roundtable

The New CIO: How the Emergence of the Cloud and the Empowered Enterprise is Radically Reshaping what it Means to be a CIO

Apptio will moderate a session of CIOs discussing the new challenges in front of CIOs brought about by cloud and technology maturity that has some saying the CIO is an endangered species. But the CIO role isnt going away - its only evolving and is and more interesting than ever.

Hear how these CIO's are getting out in front to manage the shift in technology and the adoption cycle by applying the principles of Technology Business Management (TBM). Also hear how they are helping the CFO and CEO see the CIO as a key asset in creating value for the company and customers.

Sponsored by:

View detailsApptioApptio

Roundtable

The Future of IT: Managing Service Relationships in the Enterprise

Service relationships exist throughout the enterprise. They connect requesters of a service and providers of those services. While service relationships are well defined and automated within enterprise IT, they are inefficient, unstructured, or non-existent in other enterprise service domains. 

This session will describe the vision for the future of IT and the role IT leaders will play in the evolution of service as well as a perspective on applying the IT service model to automate and manage service relationships inside and outside the enterprise.

Sponsored by:

View detailsServiceNowServiceNow

Roundtable

Metrics and Analytics in the Modern Datacenter

Many organizations are embracing concepts such as Web Scale IT and IT as a Service. Given the scale and importance of such initiatives, how are IT teams collecting information metrics that provide the cost, service, and risk information that the business is demanding from them? Are traditional monitoring approaches enough? Is the data coming from log files and vendor supplied tools fitting the bill?  

Share your views, concerns and solutions in this interactive session.

Sponsored by:

View detailsAppFirstAppFirst

4:40 pm
-
5:25 pm

Closing Keynote Presentation


Sponsored by:

View detailsCisco SystemsCisco Systems

5:30 pm
-
7:00 pm

Cocktail Reception

7:00 pm
-
9:00 pm

Networking Dinner

9:00 pm
-
10:30 pm

After Dinner Networking

Tuesday, September 9, 2014 - CIO Finance Summit

7:00 am
-
8:00 am

Networking Breakfast

8:10 am
-
8:40 am

Executive Exchange

Thought Leadership

Cloud First: Mandate or Strategy?

Many organizations have adopted, or are considering, a cloud first approach.  Beware, however, the risks of creating a new vendor ecosystem that lacks cohesion and overly relies on the commodity cloud. A huge opportunity exists for those who view cloud as an IT strategy verses a short-term mandate that fails to meet long-term goals.  

This session will delve into the implications and opportunities of taking a cloud first approach. We will discuss considerations for building your cloud strategy, the fundamental shift in the role of IT, understanding your risk model and best practices when negotiating with and managing cloud vendors.

Sponsored by:

View detailsViewpointeViewpointe

8:50 am
-
9:20 am

Executive Exchange

Thought Leadership



Sponsored by:

View detailsKasperskyKaspersky

9:25 am
-
9:55 am

Executive Exchange

Roundtable

Sponsored by:

View detailsIBMIBM

Roundtable

Sponsored by:

Beta Systems Software of North America, Inc.Beta Systems Software of North America, Inc.

10:00 am
-
10:30 am

Executive Exchange

Think Tank

Keeping IT Simple: How to communicate the value and importance of IT to other executives

During these times of transformative & disruptive technology changes, being able to effectively communicate the importance and value of the technology services becomes increasingly important (costs & investments). 

This session will introduce a simple conceptual framework that will help technology executives have the conversation with executives in business-value terms. Additionally, this framework can be leveraged to bring transparency to technology cost structures, technology-strategies, and organizational improvements.

Think Tank

Security, Compliance and Disaster Recovery

How valuable is your business data? While nearly everyone in the finance industry would admit that theres a high-level of importance for their data, not everyone realizes the importance of adverting data loss. There are many different causes for such a loss. While few data issues result from a large disaster, majority of the problems are caused by minor issues at home or in the office. These problems add up and can eventually become very challenging to overcome. Therefore, its essential to make sure your company can withhold any type of equipment failure.

This discussion will focus on the best strategies currently being used by top IT executives for security, compliance and disaster recovery. Be ready to share and gain insight on the latest trends, personal stories, newest technology, and much more concerning data recovery.

10:35 am
-
11:05 am

Executive Exchange

Thought Leadership

Sponsored by:

View detailsTata Consultancy ServicesTata Consultancy Services

11:10 am
-
11:40 am

Executive Exchange

Roundtable

Are You Ready for the IT rEvolution?

Organizations of every size and in every industry are under intense and growing pressure to contain their costs. Yet they also need to transform their business processes ... protect and secure their most important assets ... dramatically improve organizational agility ... and quickly respond to cloud computing and the new Everything-as-a-Service economy it has enabled.

When it comes to cost containment and being transparent while maximizing business value, IT is a vital lever. Cloud computing, server virtualization, data center consolidation, virtual desktops, and as a service software and services are among the new IT solutions helping organizations rein in their costs.

Join us to discuss your organizations IT rEvolution strategies to rein in cost and maximize value

Sponsored by:

View detailsCSCCSC

Roundtable

Networking at Cloud Speed: Agility Without Sacrificing Control & Visibility

The cloud drives new models for consumption of enterprise applications. CIOs must ensure that their datacenter networks are as fluid and responsive as the growing application needs of their user groups. Today, networks are far less agile than the virtualized compute environment. But complex, operationally intensive networking paradigms are rapidly yielding to highly automated and policy-driven operational models.

CIOs stand to deliver application networking resources instantaneously & securely while maintaining full control & visibility. Defining permission hierarchies, which can be applied by a policy framework across all datacenters, inclusive of branches, and independent of existing infrastructure is very compelling. In this talk, Nuage Networks describes how that is being done, today.

Sponsored by:

View detailsNuage NetworksNuage Networks

Roundtable

Sponsored by:

View detailsNetAppNetApp

11:45 am
-
12:15 pm

Executive Exchange

Thought Leadership

Making Customer Communication Management Vital to Your Customer Experience Strategy

A positive customer experience is a top communication goal for insurance organizations, reflecting the modern communications customers expect due to accelerating mobile and online adoption. It is ranked as a key metric for measuring successful transformation projects and viewed as a prime determinant of loyalty and future revenue - particularly as many products move to commoditization. Insurance organizations primarily communicate with their customers using legacy approaches and have concerns about how to handle the power mobile devices, video and social media have given customers - allowing them to interact with CSRs, share information electronically and quickly complete business transactions.

Learn why customer communication management is vital to your customer experience strategy and how your organization can avoid falling behind in delivering the type of communications customers now expect. 

Sponsored by:

View detailsGMC Software TechnologyGMC Software Technology

12:20 pm
-
1:00 pm

Executive Visions Panel

Packing Up & Safely Moving Your Data into a New Cloud

Not all cloud providers are able to give you a smooth transition while moving your data to or from their cloud. Some providers tend to compromise security or rush the migration process, which is never ideal. To ensure that your data is safely moved to and from the cloud, hear what others are doing and learn what the best practices are for cloud migration.

This session will focus on the essential steps to follow when transferring valuable data in or out of a cloud. The panelists will touch on past experiences, such as the positives and negatives during their own cloud migrations, as well as offer key insights to specific cloud providers. 

1:00 pm
-
1:15 pm

Closing Remarks

1:15 pm
-
2:15 pm

Farewell Networking Luncheon