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 Years Agenda

Come prepared to gain insight from some of the top CIOs from the financial industry. These panelists will discuss current tech 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.

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

Deutsche Bank Jacksonville has seen unprecedented success over the past few years, increasing its visibility and making it a high value location for the bank. Because of its success, more businesses within the bank are committed to moving roles to this location, including Global Technology. Jacksonville has many positive attributes drawing Deutsche Bank businesses to the location- one of them being the excellent pool of local talent- including our Veterans. Deutsche Bank is committed to the Veterans On Wall Street (VOWS) initiative which promotes career development, support, and retention of veterans throughout the global financial services industry. 

In this session, you will:

  • Learn the importance of implementing a Veterans Hiring Strategy, 
  • How to recognize their transferable skills and values acquired during military service, 
  • How to identify roles for Veterans within a technology organization, 
  • The overall business benefits of hiring Veterans.

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 isnt 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. 

Hear 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

6:00 pm
-
7:00 pm

Welcome Reception

7:00 pm
-
10:00 pm

Welcome Dinner

Monday, September 8, 2014 - CIO Finance Summit

7:00 am
-
8:00 am

Networking Breakfast

8:15 am
-
9:00 am

Opening Keynote Presentation

The Business of Social Business

Embracing a social business strategy can certainly drive efficiencies and savings, increasing revenue and changing the way work gets done. For instance, when you inspire your workforce to innovate and collaborate more productively, you create tangible business value and competitive advantage. When you anticipate needs and deliver exceptional experiences, you delight your customers and create advocates that help you sell.

When you integrate your business processes with the right social capabilities, your organization can pioneers new ways of doing business better and lead your industry as a social business. We would like to share six ways for banks to impact business results, both from an external reach and within the organization, with use cases from your peers in the industry.

Sponsored by:

View detailsIBMIBM

9:10 am
-
9:40 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

9:45 am
-
10:15 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?  

10:20 am
-
10:50 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

10:55 am
-
11:15 am

Networking Break

11:20 am
-
11:50 am

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

Todays 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.


11:55 am
-
12:25 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

12:30 pm
-
1:30 pm

Networking Luncheon

1:35 pm
-
2:05 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

2:10 pm
-
2:40 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 todays 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:

Tibco SpotfireTibco Spotfire

View detailsTeradataTeradata

2:45 pm
-
3:15 pm

Executive Exchange

Roundtable


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

3:20 pm
-
3:50 pm

Executive Exchange

Think Tank

Building Customer Centricity

Finding your target audience is just the first step towards creating a bond between you and your customers. However, truly identifying and understanding your audience are the next two steps, and often most important, towards building successful customer centricity.

Just like all customers, Financial customers expect the same from their Financial services: 24/7 information access, personal relationships with their reps, better personalized applications, etc. Finding the best ways to cater to the wants and needs of your customers will eventually lead you to better business.

This session will focus in customer centricity, its benefits, the tech and tools needed for its research and the strategy needed to help strengthen communication and trust between you and your financial customers.

Think Tank

Tackling BYOD Issues

Mobility affects the way we conduct our business, usually for the better, on a daily basis. Knowing your way around shifting operating systems, hardware and/or platforms can help you increase the value of your mobility and BYOD. By limiting challenges, you therefore help improve the benefits that mobility and BYOD have to offer, such as a rise in productivity or enhanced customer service.

Learn how you can overcome BYOD issues and strengthen your mobility management by listening to fellow peers discuss personal insights.

3:55 pm
-
4:25 pm

Executive Exchange

Thought Leadership

Not All Clouds are Created Equal

Content volume and variety increases are forcing major changes in how we interact with and manage information. Moving to a cloud storage and management model has become inevitable for most organizations - but the landscape can be overwhelming. Companies are weighing their options carefully to ensure that they build a scalable, economical infrastructure that can help their company remain competitive and agile.

Attend this session to learn about current cloud adoption trends, common risk concerns and the overall value of cloud computing. Also hear why private clouds are quickly becoming the preferred option by large financial institutions focused on reducing costs, improving efficiency and compliance and increasing competitive edge.

Sponsored by:

View detailsViewpointeViewpointe

4:35 pm
-
5:45 pm

Executive Visions

Ground-level security: the foundation for successful implementation of emerging technologies

Noted thinker and writer Stewart Brand once said, Once a new technology rolls over you, if you're not part of the steamroller, you're part of the road. In recent years, many financial services firms have taken this to heart, enthusiastically pursuing new technologies like social media, cloud computing and mobile devices. But with opportunities come risks, and the challenge of securing your business is further complicated by employee and customer expectations that accelerate the pace of change. 

This panel discussion with industry leaders will explore emerging information security threats and how CIOs and CISOs can collaborate to protect their most critical assets while enabling business performance

6:00 pm
-
7:00 pm

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

7:30 am
-
8:20 am

Networking Breakfast

8:30 am
-
9:00 am

Executive Exchange

Thought Leadership



Sponsored by:

View detailsKasperskyKaspersky

9:05 am
-
9:35 am

Executive Exchange

Roundtable


Sponsored by:

View detailsIBMIBM

9:40 am
-
10:10 am

Executive Exchange

Think Tank

A Strong Integration: IT, Marketing & Sales

Companies strive off of information technology more and more each day. CMOs typically benefit the most from this big data or technology thats being used today. However, companies and studies are finding that there seems to be a hole between CMOs and CIOs when it comes to collaboration between the sales/marketing team and IT division.

On one end, studies have found that most CMOs think the CIOs mark IT marketing as a low priority, while CMOs are actually projected to spend more on IT in the near future than CIOs will. At the same time, almost 50% of CIOs believe that marketing doesnt supply them with enough business needs.

This session will focus on how CMOs and CIOs can learn to trust and collaborate with each other, in order to improve company growth. Learn what others are doing right and what some others are doing wrong. By the end of this session, attendees will find out what makes an ideal CMO/CIO team.

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, new technology and much more concerning data recovery.

10:15 am
-
10:45 am

Executive Exchange

Roundtable

Financial institutions worldwide have made major investments in analytics over the years, and these investments are largely paying off. From compliance to information security to better customer retention and loyalty, analytics are driving better decision-making and insight. Today however, data is exploding " new sources, more volume, more complexity. Business leaders suspect there is hidden value in this data but todays approaches often constrain their ability to find and exploit this value. 


Roundtable

Sponsored by:

Nuage Networks

10:50 am
-
11:20 am

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

11:30 am
-
12:30 pm

Executive Visions Panel

12:30 pm
-
12:40 pm

Closing Remarks

12:45 pm
-
1:45 pm

Farewell Networking Luncheon