Aug 29 - Sept 1, 2010
InterContinental Montelucia Resort, Scottsdale, AZ
Aug 29 - Sept 1, 2010
InterContinental Montelucia Resort, Scottsdale, AZ
| - Networking Opportunities & Session Breaks | |
| - Executive Exchange | |
| - CIO Executive Visions | |
| - CIO Thought-Leadership | |
| - CIO Case Study | |
| - CIO Keynote Presentation |
Day 1: Sunday, August 29th |
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| Registration + Greeting to CIO Finance Summit | ||
| 7am - 1pm | Desert Golf Classic | |
| 4pm - 5.30pm | Executive CIO Think-Tank
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6pm |
Welcome Reception |
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7pm - 10pm |
Welcome Address Presented by Master of Ceremonies Welcome Gala Dinner + CIO Keynote Speech |
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Day 2: Monday, August 30th |
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7am - 8.00am |
Breakfast Networking Reception & Collection of Itinerary |
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| 8.05 - 8.45 | CIO Keynote Presentation "Market and Technology Trends and What They Mean for CIOs" Trends in new and existing technology coupled with massive changes in the technology industry are creating a more distinctive role for CIOs in all industries, including the financial services sector. Cloud computing platforms and services, for instance, offer CIOs an opportunity to increase IT scalability and flexibility, to address business needs faster and at a lower cost. The consolidation and restructuring of the technology industry can offer CIOs more integrated systems, addressing the traditional issues with application and infrastructure deployment. Don Rippert, Chief Technology Officer of Accenture, will provide a glimpse into the future of technology from Accenture’s global research, experience with clients around the world, and the company’s annual Technology Vision. |
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| 8.50 - 9.25 | CIO Keynote Presentation "Future Success for CIOs Requires New Focus" |
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9.30 - 10.05 |
Executive Exchange |
CIO Thought-Leadership Session "Multi-Channel Integration: A Perspective on Emerging Channels as a Catalyst 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. With the emergence of mobile banking, a new channel once again requires seamless integration with existing channels. The CIO has an opportunity to transform the bank’s architecture to the next level in areas such as contact integration, offer integration, and real-time transfer of contacts made at the point of sale. CIOs who innovate to address these key areas, in light of this new paradigm shift, will help their banks evolve and remain competitive in the marketplace.
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10.10 - 10.40 |
Executive Exchange |
CIO Thought-Leadership Session "Liberating the CIO" CIO's traditionally spend up to 80% of their energy managing “supply-side” IT operations versus driving “demand-side” innovation and transformation where the real value opportunities exist. Out-tasking just gives CIOs more to manage, while outsourcing, done correctly, liberates the CIO to focus on strategic alignment of IT to core business needs. |
10.45 - 11.10 |
'Wired' Networking Break + Analyst Q&A Session |
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11.15 - 11.45 |
Executive Exchange |
CIO Thought-Leadership "High Performance Analytics" Recent advances in computing technology related to analytics are giving CIOs the opportunity to provide even greater business analytics capabilities, while greatly reducing the technology infrastructure, footprint and cost structure. This session will cover SAS' latest advances in high performance analytics. |
11.50 - 12.20 |
Executive Exchange |
CIO Case Study "A Case Study in Transformation: From Managing Through the Global Financial Crisis (Defensive) to Growing the Business (Offensive) Levering the Same Data Infrastructure" The global financial crisis challenged many aspects of banks capabilities to understand and manage portfolios under stress with coincident periods of extreme market volatility. In some cases banks were ill prepared to cope with plummeting home prices and the almost total dearth of liquidity in certain instruments (private label mortgage backed securities, repo’s, credit derivatives). The survivors awaken to a landscape that is radically different – large competitors have disappeared, new competitors are on the doorstep, consumers and companies are “deleveraging”, and regulations are changing dramatically. To prosper in today's volatile economic and regulatory climate, banks need to compete armed with knowledge and analytics. To accomplish this, banks must acquire a deeper understanding of their customers and their markets while keeping costs low.
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| 12.25 - 12.55 | Executive Exchange | CIO Thought-Leadership “Technical Enablers in an Analytically-Driven Business - The Path to Increased Profitability”
To prosper in today's volatile economic and regulatory climate, banks have to do more than simply cut costs and try to ride things out. They need to take proactive steps to market their services more effectively and to position themselves for growth and increased market share. To accomplish this, banks must acquire a deeper understanding of their customers' needs; quickly respond to trends in customer behavior; make strategic decisions based on reliable, real-time data; and manage every aspect of their performance while keeping costs low. |
1.00 - 2.00 |
VIP Luncheon + CIO Open Forum Discussion (Forum, invitation only) |
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2.05 - 2.35 |
Executive Exchange | CIO Executive Visions "Security, Identity Management and Fraud: Future Proofing the Banking System & Ensuring Greater Consumer Protection" Financial institutions today face an unprecedented range of risks. As if the challenges of the current economic climate weren't enough, financial businesses are under pressure to assure the control and protection of sensitive information as never before. Factors such as increasingly sophisticated security threats and the sheer pace of technology innovation raise the bar substantially, while longstanding questions about trust and confidence must be asked in a new light. In a time of economic constraint that has affected financial organizations more than many others, how does today's financial enterprise deal with these challenges -- and how does it prepare for what is yet to come?
Panelists: |
| 2.40 - 3.10 | Executive Exchange | |
3.15 - 3.45 |
Executive Exchange |
CIO Thought-Leadership Today's volume of threats can come from any address on the globe and take a multitude of forms to fool users into inappropriate action. The threat industry as a whole has been using technology designed to address threats in a serial manner with easily identifiable characteristics, and get that threat information to a limited set of threatened machines needing protection. Today, threats come in parallel, many different ones at once, with the ability to change quickly to adjust to blocks, from a wide array of global sites that also change on a whim. At the same time, the vast number of devices, systems, software and end users needing protection today requires better methodology that can dynamically adjust to these 21st century threats. This presentation will talk about Trend’s adaptive technology that enables 21st century protection to today's myriad of threats. |
| 3.50 - 4.20 | Executive Exchange | CIO Thought-Leadership "Building Case - Based Solutions: Better Decision Making in a Diverse and Competitive Financial Services Marketplace" Trying to juggle the needs and demands of internal clients and stakeholders is an ongoing challenge for most CIOs. Balancing new application development projects with ongoing maintenance activities can require not only skill and agility, but time and resources that many organizations cannot afford. In addition, in an increasingly diverse and competitive financial services market, customers have higher expectations for innovation, convenience, and on-demand self service. This session provides an overview of how to leverage a comprehensive and flexible case management solution to:
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4.25 - 4.55 |
Executive Exchange |
CIO Case Study "Perfecting your MDM in the Cloud" Why is customer mastery so difficult to achieve? It is arguably the most dynamic data set, with changes in personal data compounded by an explosion of touch points, both online and offline, framing customer transactions and interactions. But the quality of your master data efforts will only be as good as the sources of information that feed them. Real-time SaaS (software as a service) customer data quality and recognition deployed in the cloud can supercharge your EDW or MDM efforts by preventing bad data from infecting your systems. Learn how you could deliver the ability to persistently and accurately recognize customers over time, across multiple channels and data sources to ensure that your single customer view is actually the person you think it is. Optimize every encounter to ensure the highest levels of satisfaction, maximizing revenue, mitigating risk and reducing cost. |
| 5.00 - 6.05 | Keynote Session - CIO Executive Visions Middle and front office operations are facing multiple challenges in the aftermath of the financial crisis. Existing and prospective clients are demanding greater transparency and more detailed reporting. Regulators and institutional investors are demanding comprehensive risk management reports. Performance metrics are under greater scrutiny than ever before.
Panelists: |
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6.10 - 7.00 |
Cocktail Reception |
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7.00 - 9.00 |
Gala Dinner and Executive Keynote Speech "Multi Function Shared Services to Address the Operational and Cost Reduction Challenges in Banking" After pursuing years of aggressive inorganic growth strategies and the recent wave of M&A consolidation, hear how this leading bank once burdened with duplicated and fragmented support functions cut costs and improved operational performance through multi function shared services.
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9.00 - 10.30 |
Networking | |
Day 3: Tuesday, August 31st |
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7.30 - 8.30 |
Networking Breakfast |
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| 8.35 - 9.15 | CIO Keynote Presentation "The Next Growth Opportunity for Banks: Virtual, Social, Mobile Customer Experience" Banks are facing significant pressures on revenues driven by continued charge-offs, more stringent regulations and a slowdown of M&A. Additionally, significant demographic changes and the accelerating pace of technology innovation, are bringing disruptions to the traditional models of competition and creating an opportunity for banks to transform their value propositions to capture the next wave of growth. Cisco, along with key banking partners, is on the leading edge of defining the next generation of retail banking - one that leverages advances in communication technology, social networking and mobility to redefine the customer experience and the value add that a bank can bring to its customers. |
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9.25 - 9.55 |
Executive Exchange |
CIO Thought-Leadership "Stop Retaining Forever" Today's information explosion and modern regulatory pressures are forcing organizations to keep more information and for longer periods of time. Ironically, most organizations unknowingly or unwillingly end up retaining most of their information and applications forever. The ramifications of infinite retention include significantly increased cost, reduced application performance, increased risk, and inability to comply with regulations or meet discovery obligations. Come learn how HP Information Management Solutions can help you stop retaining your information and applications forever by establishing an ongoing, best practice information and application retirement methodology that facilitates your information governance strategy while transforming your IT operations. For more information, contact HP at stop.retaining.forever@hp.com. |
10.00 - 10.30 |
Executive Exchange |
CIO Thought Leadership "Requirements to Drive a Successful Unified Communications Strategy" The challenges facing the financial industry span the globe, independent of company size, geography, or product offering. Financial institutions must overcome the challenges of a global economic recession, ongoing government regulation, and nervous customers, and that is not an easy task. In this environment, clear, life-like, easy-to-connect communications are essential for effective branch operations, project teams, leveraging experts for remote customer engagements, corporate training, vendor management and interviewing candidates, to name a few. Unified Communications (UC) will play a major role in meeting these requirements to build a more collaborative corporate culture. Organizations are focusing on UC for its promise to improve employee productivity, speed decision-making and foster a high-performance workplace. What are the requirements for an integrated voice/video UC platform? What are the most recent technology advancements? Why are open standards important? What are examples of success? Learn answers to these questions and more to assist with your UC strategy. |
10.35 - 11.05 |
Executive Exchange |
CIO Case Study “Device Security--The Next Frontier in Encryption and Authentication” Financial institutions are facing increasingly sophisticated and pervasive threats. Session attendees will learn how industry standard hardware security installed in the PC can offer a powerful first line of defense. The Trusted Platform Module, a cryptographic security chip shipping on business PCs, allows organizations to easily lock down network access to only known machines - a concept proven to work in the cellular and cable industries. Similarly, data protection is now “built in” to today’s PCs with the recent commercial availability of self-encrypting hard drives, which come factory installed. Built on open industry standards and impervious to software-based attacks, SEDs are an attractive alternative to proprietary, aftermarket software encryption (which is time-consuming to deploy and drags PC performance.) Session attendees will come away with a fundamental understanding of how these forms of hardware security can serve as the cornerstone of a financial institution’s comprehensive IT security plan. |
11.10 - 11.35 |
VIP Networking Break + Analyst Q&A Session |
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11.40 - 12.10 |
Executive Exchange |
CIO Executive Visions "The Value Destroyers- Lessons Learned from the Recent Crisis" The recent financial crisis discovered many shocking truths in the banking sectors. One of the serious game changers and probable cause of such an aggressive meltdown was the excessive leverage, and/or reliance on short term funding sources to finance long term (and/or illiquid) positions was the problem. This was further extended by poor credit management which saw several high profile banks collapse overnight such as Wachovia and Washington Mutual. The problem for the banks operations and technology executives is dealing with new liquidity risk rules, new minimum capital standards, tighter definitions of Tier 1 capital. Within this panel session listen how several leading banking executives are creating competitive advantage by implementing technology, people and process change within the bank based upon lessons learnt from the recent crisis.
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| 12.15 - 12.45 | Executive Exchange | |
| 12.50 - 1.35 | VIP Luncheon & Networking + CIO Executive Think-Tank
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| 1.40 - 2.15 | Keynote Presentation "Optimizing Customer Service and Collaboration through UC" This highly interactive session, featuring an interview-style presentation will discuss how Bank of America has applied unified communications (UC) across it’s contact center to enhance customer service through greater collaboration. Focusing on the opportunities the company saw for incorporating key UC capabilities into the contact center, this session will outline what Bank of America’s technology and customer service landscape looked like before implementing UC, how they chose Aspect to help with the implementation of UC and integration with key contact center capabilities and then detail the results seen to date and how it has enhanced customer service. This session will include plenty of time for Q&A with the audience.
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| 2.20 - 2.55 | Keynote Presentation "Ready to be Bold: The role of data and analytics in the New Banking World" Financial institutions are facing a complex set of challenges—increased regulatory scrutiny with regulations like the Dodd-Frank Wall Street Reform and Consumer Protection Act, worldwide economic recession and extensive competition. At the heart of the new world order are data aggregation and integration requirements to enhance timely and accurate reporting and advanced analytics. Needless to say, there is a clear focus around data at the board level. |
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| 3.00 - 4.00 | Keynote CIO Thought-Leadership Series "Innovation & Rebuilding the Client Proposition - A CIO’s Prerogative" As banks restructure and reposition themselves to recover from the crisis, client focus has emerged as a key differentiator. To ensure a return to sustainable profitability banks need to move from a model where growth was driven by the creation of exotic products towards a client-centric business models. Hear from the leading innovators across the banking space on how technology is leading this change.
Panelists: |
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| 4.05 - 4.15 | Closing Remarks | |
| 7.00 - 9.30 | Southwestern Dinner + Networking |
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Download Agenda (PDF)
Chaired by: Martha Bennett, Practice Leader, Financial Services & Retail Technology, Ovum
