CIO Finance Summit Agenda
August 19 - 22, 2012

Networking Opportunities & Session Breaks

Executive Exchange

CIO Keynote Presentation

CIO Focus Group

A visionary speaker addresses the entire summit audience on a topic determined by the CIO Content Committee.

Led by a vendor, these sessions allow executives to discuss business drivers within a particular area of technology. Presentations are 15-20 minutes followed by 10-15 minutes of Q&A.

CIO Executive Visions

Analyst Q&A Session

A panel of IT executives has an in-depth discussion on a critical IT business topic. Audience members have an opportunity to pose questions to the panelists and moderator.

A high-impact, open-forum session covering the latest technology research and led by a member of our analyst partner community.

CIO Thought Leadership

Vendor Showcase

Led by a member of the vendor community, these sessions will provide an overview of cutting edge technology topics and pressing business concerns.

Presented by a member of the vendor community, these sessions are divided into three 10-minute long elevator pitches on the newest technology solutions and services.

CIO Think Tank

CIO Case Study

Focusing on a specific topic or initiative, these interactive, open-forum style sessions allow the attending 15-20 executives to discuss best practices and have lively debates.

Learn about recent technology implementations from the IT executives who drove the projects at their organizations. Presentations are followed by Q&A sessions.

CIO/CTO Roundtable

CIO Open Forum Luncheon

An interactive, focused session led by either an analyst, industry expert or member of the vendor community.

Led by a moderator, these sessions allow attendees to have informal discussions on pre-determined technology topics.

Day 1: Sunday, August 19th, 2012 - CIO Finance Summit

CIO Finance Summit 2012 - 5th Annual Golf Tournament
Best Ball Golf Tournament and Awards Ceremony (includes lunch)

Executive CIO Think Tank
*An exclusive invitation only, pre-summit think-tank for CIOs

A Look At Tomorrows CIO in Banking

Topics range from technology and operation challenges in an open roundtable style discussion, allowing CIOs to discuss and create options for their peer community. This session will focus on several key topics including:

Presented by Master of Ceremonies

6:00pm - 7:00pm

Welcome Reception

7:00pm - 10:00pm

Welcome Address

Presented by Master of Ceremonies

Welcome Gala Dinner

Day 2: Monday, August 20th, 2012 - CIO Finance Summit

7:00am - 8:00am

Networking Breakfast

Part 1: Making Innovation Real

8:10am - 8:50am

CIO Keynote Presentation

The Art of Curve Jumping

Huge market, regulatory, and technology changes are impacting the financial services industry from all directions. While there are huge challenges, there are also huge opportunities being created. The winners will be those organizations who can "jump the innovation curve" ahead of the competition, and deliver new products and services within new business models. By drawing analogies to other industries who successfully navigated similar currents, as well as examples from large financial services firms, this talk will explore the context and new rules of engagement for CIOs so that they are key players in this new arena.

8:55am - 9:35am

CIO Keynote Presentation

Capturing Opportunities in Financial Services through the Next Evolution of the Internet

Consider these facts:

How is this accelerated rate of change affecting the way you manage your financial services firm? Amid the current wave of trends - virtualization, cloud, video, and social networking - are you creating dynamic service infrastructures that support new ways of interacting with your clients? In this session, we will examine the advent of the Internet evolution and how this is spurring financial services leaders to explore new ways of doing business.

9:45am - 10:15am

Executive Exchange

CIO Think Tank

Consumerization of IT "Beyond the Whitepaper" - Securing Personal Technology in the Enterprise

Smartphones, tablet computers and other personal devices are connecting to an increasing number of corporate networks and the trend continues to gain momentum. With employers and employees alike expecting 24/7 access to company data, ease of access and convenience need to be balanced with industry, security, and compliance requirements.

The days of corporate IT departments distributing and mandating the technology that employees use are being challenged by a new generation of Bring Your Own Technology (BYOT) workers who want to decide what technology they utilize. The lines between personal and business computing blur, as employees want a single mobile device to meet all of their needs. While most users focus on the 'simplicity' and 'ease of use' of new devices, they rarely understand the associated complex regulatory and legal concerns. PCI, SOX, HIPAA, GLBA mean little to employees, but are a constant focus for IT executives charged with keeping their computing environment secure and compliant.

Most executives have read countless whitepapers and analyst articles on "best practices"; however, the truth is that processes, methodologies and industry regulations are still evolving. This interactive discussion will highlight some industry trends and then launch into a candid discussion of how your peers are confronting these challenges. We'll focus on how to enable technology as a competitive advantage, while being mindful of the responsibility of having control over the flow of data.

CIO Think Tank

Data Management and Data Governance

Data management and data governance were complex and challenging enough before a potpourri of new regulatory requirements emerged from the recent financial crisis. Data has to flow faster, be higher quality, be more available and accessible; it must be granular and aggregate consistently along multiple dimensions; multiple viewpoints and disparate requirements must be supported simultaneously. All without exorbitant costs and redundant reporting and data infrastructures.

New requirements, to name a few, include: the Office of Financial Research (identification of systemic risks), new SEC/FASB disclosure requirements (10K/10Q), new FFIEC call report requirements (leveraged lending, subprime loans), Fed surveys on CRE and now C&I lending, information requests to support stress testing (SCAP, ICAAP, and most recently CCAR), Basel 3, AML - the list goes on and on. If you thought you had data challenges before, they are now bigger than ever.

This discussion will be about how it's possible to tackle these challenges by creating an integrated framework for risk and financial data, creating new methods for corporate level disclosures, standardizing reporting, centralizing data collection, consolidation and aggregation, standardizing reference data separate from transactional and instrument level data, establishing corporate standard definitions and calculations, and actively managing data quality at the source.

CIO Thought Leadership

Application Security Intelligence

Forward-thinking organizations have begun to adopt a holistic approach to securing applications rather than simply investing in perimeter defenses like firewalls and intrusion prevention systems Join us to hear leading software security experts discuss the role of Application Security Intelligence in enabling software security assurance programs to proactively reduce business risk across the enterprise.

11:00am - 11:15am

Networking Break

11:20am - 11:50am

CIO Thought Leadership

Wireless Indoor Networks' Impact on the Macro Network

Continuous connectivity is driving new social behaviors, working habits, and business opportunities. The recent boost in macro wireless network speeds is seen as a trend accelerator. How do the macro wireless networks interact with indoor networks? Are 802.11 (Wi-Fi) networks substitutes for or additive to indoor wide area networks? Who will own, pay for, and manage indoor networks? Are there technology, architectural changes, or business drivers that will change how indoor networks are deployed. What are the business drivers in paying for wireless coverage indoors? How can business collaborate with wireless operators to their mutual benefit?

11:55am - 12:25pm

Executive Exchange

CIO Thought Leadership

Securing the Cloud - Building an Identity and Context Service as a Foundation

Effectively managing security has been one of the key inhibitors to leveraging the full promise that SaaS and the cloud offer. In a recent poll, CIOs indicated that:

Identity and Access Management has been an issue for finance enterprises since long before the cloud. But moving to the cloud has added a significant layer of complexity to the problem and forced us to change the way we think about managing identities and security. Distributed identity requires integrating disparate data sources - some owned by third parties - so employees, customers, and partners can securely access both enterprise and cloud-based applications.

Part 2: Raising the ROI of IT

12:25pm - 1:25pm

CIO Open Forum Luncheon

Innovating for Growth: IT's Role in The New Era of Retail Banking

The retail banking industry was forever altered by the global economic recession. For banks to compete, differentiate and grow in this new customer-centric era, they must swiftly accelerate their innovation around banking products and service offerings. Respondents to our 2011 global IT performance survey shared that while they are looking to IT for strategic input, only 15% feel that the function is very well prepared for future demands. Join us to discuss how CIOs are striking the difficult balance between managing costs, providing business as usual support and helping the business define and achieve customer growth strategies.

1:30pm - 2:00pm

Executive Exchange

CIO Thought Leadership

Technology Management - Old Process, New Challenges

Businesses have been managing technology for over 4,000 years. In every technology leap, past or future, organizational leaders evaluated new ideas, reviewed innovative technology offerings, then made informed decisions to trade more expensive or poorer-performing tools and techniques for less costly or better-performing ones. This session will discuss the progression of technology management over the ages and how using best practices can help us continue to power business growth and support the evolution of the complex infrastructure environments.

2:05pm - 2:35pm

Executive Exchange

CIO Thought Leadership

Driving Loyalty throughout the Customer Experience

2:40pm - 3:10pm

Executive Exchange

CIO Thought Leadership

Search-Based Applications - A New Paradigm for Information Access and Discovery

See how Enterprises have learned that BI and Enterprise Search are no longer up to the task of today's enterprise information challenges. Learn how enterprises can unleash powerful tools to unlock corporate information and rapidly and cost-effectively deploy purpose-built information applications to large groups of users. See how to unlock everything from ERP/CRM to legacy systems to email to documents and spreadsheets to Social Media. Learn how enterprise users can get a 360-degree-view on any topic, while still ensuring the security policies of the enterprise are enforced. Also, learn where Search-based Applications are best deployed to deliver the fastest ROI.

3:15pm - 3:45pm

Executive Exchange

3:50pm - 4:20pm

Executive Exchange

4:25pm - 4:55pm

Executive Exchange

CIO Think Tank

Strategic Fit of IT in Operations

Traditionally and for many companies it still does - IT has a home in Finance with the CFO. The late 1990s saw many companies raise the profile of IT and switch reporting lines to the CEOs office - thus connecting IT directly to the strategy of the business. However, business/IT alignment issues have continued to fester.

There is a new trend now to align IT to Operations. Is this the magic bullet? What are the pros and cons of embedding IT in Operations? What is the real problem we are trying to solve?

CIO Think Tank

The Hidden Benefits of Database Appliances

Many have realized significant performance gains when leveraging database appliances for reporting, business intelligence, analytics, etc. But there are a number of dimensions where adopters of database appliances have achieved significant, and in some cases unexpected savings or hidden benefits. These include: reduced footprint and power/BTU needs in the datacenter, ease of maintenance and troubleshooting, and reduced software development lifecycle times. This interactive discussion will highlight areas where these types of benefits have been realized by database appliance users.

5:00pm - 5:55pm

CIO Executive Visions

Achieving Transformation For the New Tomorrow

Banks are needing to move beyond any existing organizational silos, infrastructure complexities and other constraints. Tomorrow's banks must become more client centric by leveraging sophisticated insights to improve security & risk management, pricing, channel performance and client satisfaction. With the new banking models changing so rapidly, CIOs and CSOs are leading the charge towards an operation centered on the client. Join this panel as leading visionaries discuss how banks will achieve this transformation for the new tomorrow.

6:15pm - 7:30pm

Reception

7:30pm - 9:00pm

Gala Dinner & Keynote Presentation

Sustainable Returns in the New Environment

The increasingly networked world is changing the boundaries of traditional industries, and forward-thinking companies are seeking competitive advantage with new approaches to business. Banks are not immune to these changes and are rapidly evolving how they approach markets and customers - and how they provide value and manage risk. Challenges include a host of new regulations aimed at reducing risks in the system; increasing capital reserves; growing revenue in recession damaged economies; rebuilding trust across the global financial system; and, finally, competing to attract and retain increasingly demanding customers. To remain relevant and win against new, more nimble competitors banks will need to put aside their apprehension regarding economic and regulatory instability and focus on innovating across several fronts: reducing business complexity, managing risk holistically, and a renewed focus on becoming far more customer centric.

9:00pm - 10:30pm

After Dinner Networking

Day 3: Tuesday, August 21st, 2012 - CIO Finance Summit

7:30am - 8:20am

Networking Breakfast

Part 3: Expanding Business Impact

8:25am - 9:05am

Keynote Presentation

Leveraging Analytics to Manage Risk and Obtain Competitive Advantage

While analytics isn't exactly new to the world of banking, plenty of banks are gearing up for their next big analytics push, propelled by a load of data and new, sophisticated tools and technologies. Why has business analytics jumped to the top of the priority list for banks? Regulatory reform, managing risk, changing business models, expansion into new markets, a renewed focus on customer profitability - any one of these are reason enough for many banks to reconsider what today's analytics capabilities can offer. The session will also demonstrate the use of analytics and give some examples around managing risk through a case study on predicting bank failures and another one around increasing wallet share through customer analytics and social media.

Executive Exchange

CIO Think Tank

Regulations and IT: New Guidelines on Digital Channel Security from Regulators and their Implications for CIOs

In June of last year, the FFIEC issued a new Guidance document that describes the measures financial institutions are expected to take in order to protect Internet banking (online and mobile banking) customers from fraud and misuse of their data. The main goals of the supplement are to reinforce the FFIEC's risk management framework for institutions and to update expectations regarding customer authentication and movements of funds across customer accounts.

Topics to be covered include:

CIO Think Tank

CIO Case Study

Extreme Makeover: Data Edition

It is a challenging time for data management as IT leaders seek to balance the competing demands of cost management, business growth, and regulatory reporting. As CIOs strive to invest in technology solutions that make a meaningful business impact, now is the time to rethink long-standing data management principles and practices.

This session will explore how one company is defining the challenges and shaping the solutions. Discussion topics will include:

10:20am - 10:45am

Networking Break

CIO Think Tank

The Outside-in Approach for Building A Great Banking IT Organization

Large scale Information Technology organizations often allow technology to be their center of gravity. Initiatives such as co-sourcing, infrastructure modernization, and application portfolio management become focus points. This topic will present the idea that we are not leading Information Technology organizations. We are leading the hearts and minds of our IT professionals toward delivering a memorable experience across our financial institutions' many touch points.

We will present an outside-in model for always starting with a desired customer experience, and then working backwards to the best enabling technology. This model has significant implications for leadership, skills and relationships across the enterprise. It often requires a transformation of the IT organization to look at the world through a very different lens.

11:25am - 11:55am

Executive Exchange

CIO Thought Leadership

Intelligent Energy Management from Power Plant to Plug

12:00pm - 1:00pm

CIO Networking Luncheon

Executive Exchange

CIO Thought Leadership

Enterprise Information Defense Strategies in Financial Services

The rapid advance in targeted attacks and increased regulation on personal data, combined with the rapid growth in sensitive structured and unstructured data, has created a perfect storm that demands strengthening information defense in financial services. This executive roundtable will explore trends, priorities and proven strategies to reduce risk through securing enterprise information stores.

Topics to be covered include:

1:40pm - 2:10pm

Executive Exchange

2:15pm - 2:45pm

Executive Exchange

CIO Think Tank

A Perspective on Emerging Channels as Catalysts for Architectural and Technology Changes

Over the past 20 years, banks have seen substantial growth in the number of consumer channels and their usage rates. Online banking was the last channel that revolutionized the banking industry and helped to define the retail banking conceptual architecture that exists today. The Internet created the need for a “single view” of customer accounts and for standardizing certain key transactions that pull relevant customer information from back-end product systems.

CIO Think Tank

Leveraging the IT Infrastructure and Growing the Business

The recent financial crisis challenged many aspects of how we conduct business, both globally and locally. To prosper in today's volatile economic and regulatory climate, banks need to compete armed with knowledge and analytics. This session will discuss infrastructure management with focus on architecting and implementing cutting-edge business solutions that enable organizations to leverage technology optimally.

2:55pm - 3:55pm

CIO Executive Visions

Innovation & Rebuilding the Client Proposition

As banks and financial organizations are looking to innovate in order to increase revenue, client focus has emerged as a key differentiator. To ensure a return to sustainable profitability, banks need a turn-around in operations and customer service, moving them away from a model where growth was driven by the creation of exotic products. How can organizations in the finance sector develop and implement a broad strategy with internally designed, developed and supported application platforms focused on client service? This panel session with executives and innovators from across the banking space will discuss how technology can lead the change towards a client-centric business model.

Topics to be discussed include:

7:00pm - 9:30pm

Farewell Dinner & Networking