PDF Download October 4-6, 2015 Agenda (PDF)

CIO Finance Summit
October 4-6, 2015

↓ 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, October 4, 2015 - CIO Finance Summit

12:00 pm
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2:30 pm

Registration & Greeting

2:45 pm
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2:55 pm

Welcome Address

3:00 pm
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3:40 pm

Keynote Presentation

Thematic Transformation in the Purpose Driven Enterprise

Transformation is often ill-defined in the enterprise, a nebulous placeholder for change that may result in temporary gains without an overall sustainable advantage. SunTrust Banks CIO Anil Cheriyan recognized there was a distinct gap between where his organization was and where they needed to be, and he also saw they required a true transformational plan to get there. Driven by three critical themes for change " accelerate, innovate, renovate " Cheriyan engineered a genuine technological and operational overhaul that has propelled SunTrust. In this keynote, Cheriyan will share the sense of purpose that fueled this transformation and the five critical capabilities that continue to enable success.

3:45 pm
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4:15 pm

Executive Exchange

4:20 pm
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4:50 pm

Executive Exchange

5:00 pm
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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

6:00 pm
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7:00 pm

Welcome Reception

7:00 pm
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9:00 pm

Welcome Dinner

9:00 pm
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10:00 pm

After Dinner Networking

Monday, October 5, 2015 - CIO Finance Summit

7:00 am
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7:50 am

Networking Breakfast

8:00 am
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8:40 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.

 

8:45 am
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9:25 am

Keynote Presentation

The "Celebrity" CIO: Driving Business Growth through Service Delivery Innovation

Customer Experience sets the stage for establishing trust and relevance with an increasingly demanding client. Technology is firmly embedded as the accelerator to a new business model, and new technology buyers are starting to emerge: Chief Risk and Security officers are vying for control, while some Chief Marketing officers are asserting themselves in the online and mobile space. The "Celebrity CIO" must muscle through the science of operational efficiency, technology agility, infrastructure scalability and new security concerns around customer device flexibility. At the same time, Celebrity CIO's need to be focused on the art of ensuring technology innovation such as cloud, clearly drives new avenues of business opportunity. Listen to how the "Celebrity CIO" has become the lever around which business differentiation is hinged.

Presented by:

Kwafo Ofori-Boateng, Global Director, Front Office Transformation Banking & Financial Markets, IBM Corporation

9:35 am
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10:05 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 detailsGMC Software TechnologyGMC Software Technology

10:10 am
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10:40 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.

10:45 am
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11:15 am

Executive Exchange

Roundtable

Mitigating Security Risks at the Networks Edge

Distributed enterprises with hundreds or thousands of locations face the ongoing challenge of maintaining network security. With many locations that typically process sensitive data, distributed enterprises are at a particularly high risk of suffering security breaches. In particular, criminals view the networks edge as a soft target that typically employs weaker security practices.

This roundtable will look at the strategies and best practices network administrators and IT managers are using to protect networks against vulnerabilities, threats and malicious attacks. 

Attendees will learn about:

  • Specific threats to the distributed enterprise
  • Strategies for safer networks
  • Network configurations must-dos
  • Cloud-Based security
  • PCI Compliance
  • Parallel Networking

Roundtable

Transforming your IT Operation to an IT-as-a-Service Model

Phil Gormley, Senior Director of Strategic Services with Apptio, will moderate a session discussing how to navigate transforming your IT operation to an IT-as-a-Service model. This evolution leaves behind many of the traditional IT practices to embrace a new customer-driven service delivery process " and offers plenty of benefits as well as challenges. 

As the former Chief of Staff to the SVP of Global Infrastructure and the Cloud, Phil led EMCs journey into IT-as a-Service and Change Management initiatives and will offer first-hand experience from his lessons learned.  

Join us to discuss best practices and considerations for embarking on this transformation initiative.


11:20 am
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11:50 am

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.

11:55 am
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12:25 pm

Executive Exchange

12:30 pm
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1:00 pm

Executive Exchange

1:05 pm
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1:45 pm

Networking Luncheon

1:50 pm
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2:20 pm

Executive Exchange

Roundtable

Customer Interaction - What will it look like in 5 years?

Meaningful client relationships are fundamental to retaining and attracting consumer and commercial customers. As distribution channels evolve driven by customer preferences and increasing tech sophistication, what will customer interaction and service look like in 5 years?

The roundtable discussion will examine the most critical IT trends associated with future customer interaction and the challenges and opportunities to create the optimal client experience.

2:25 pm
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2:55 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.

3:00 pm
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3:30 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.

3:35 pm
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4:05 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.

4:10 pm
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4:40 pm

Executive Exchange

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.

Roundtable

All Data Everywhere

In today's environment, financial services firms need a data platform that can support today's requirements as well as long-term strategic goals.  The right solution addresses budget constraints and the need for innovation by reducing the cost of keeping the lights on and applying the resources to product development.

In this session, our presenters will talk about a unified data architecture that reduces complexity and connects disparate environments, making all of your data available everywhere.

4:45 pm
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5:15 pm

Executive Exchange

Roundtable

Unleash the Power of Disruptive Technologies in the Enterprise

How do we bring more value to our clients by being more effective? Most enterprise business users have one or several mobile devices that have become more powerful and redefines how work is being done, by leveraging big data and analytics and cloud services. Yet for the CIOs, this creates challenges in keeping applications and data consistent across the enterprise, while addressing scalability, security and compliance requirements. Financial organizations are now able to leverage more of the data being captured. The fundamental change that were seeing is that now organizations are looking to analyze all information available to generate more relevant insights. Come to discuss.

5:20 pm
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6:00 pm

Closing Keynote Presentation

Channel Integration: Bridging the Business - IT Gap

The Cisco Banking Practice will take a unique approach to addressing the gaps between Business and IT as banks move forward with channel integration.  Well look at business trends across the banking industry, potential impacts on IT architectures, and the criticality of building an appropriate Business - IT roadmap that supports these initiatives.

6:00 pm
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7:00 pm

Cocktail Reception

7:00 pm
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9:00 pm

Networking Dinner

9:00 pm
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10:00 pm

After Dinner Networking

Tuesday, October 6, 2015 - CIO Finance Summit

7:00 am
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7:50 am

Networking Breakfast

8:00 am
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8:30 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.

8:35 am
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9:05 am

Executive Exchange

Thought Leadership

Leveraging Global Threat Intelligence to Secure Mobile Banking

Global Threat Intelligence its not just what you capture, but how you use it to better protect your organization from cybercrime. The volume and the diversity of attacks, from credential theft and account takeover to ransomware, are growing exponentially by the day. In the ever changing world of cyber threats, intelligence in the digital battleground is of utmost importance.

In this talk you will see several examples of threat intelligence reporting and hear about ways organizations have used them to keep their mobile users protected.


9:10 am
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9:40 am

Executive Exchange

Roundtable

The New Way To Work

At this very moment, large forces are pushing businesses to consider new models of communication, new models of collaboration that are going to fundamentally impact the future of work. In fact, the negative impacts are already starting to pile up, which is why addressing the so-called New Way to Work is quickly becoming a key C-level priority in 2014.

In this hyper-connected world, where mobility and collaboration are the norm, todays anywhere workers demand a consumer-like experience from the enterprise communications solutions they use every day. Yet many organizations find themselves mired in a maddening reality of fragmented or incomplete offerings, frustrated users and missed opportunities.  We are now virtual, mobile, distributed, social, and we bring our own devices to work. At the same time, the proliferation of disparate communications has created a complex, fragmented and overwhelming mess - in many cases hindering collaboration and productivity, rather than enabling it.   This creates both challenges and opportunities for today's enterprise.

We need collaborative solutions that fully embrace the new landscape of team work lifestyles.  And a user experience that is designed around the user, not the technology.  All while creating a connected and harmonized network that truly unifies communications.

At Unify, we welcome the #NW2W and look forward to partnering with you to meet these challenges and the opportunities that come with them.  

Roundtable

Access Rights - A Cardinal Point in Compliance and Risk Management

Audits frequently expose gaps in an organization's access rights management. Driven by compliance, the features and capabilities of Identity and Access Management solutions have been enhanced over time. No longer is it enough to manage accesses to key information, it is imperative to be able to analyze the data and provide real-time reporting on changes and risks.

Additionally, the involvement of business stakeholders in approval and recertification workflows has become mandatory. This round-table briefly reviews past developments and discusses current and future trends in the entire access rights spectrum.

9:45 am
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10:15 am

Executive Exchange

Roundtable

Managing Cyber and Fraud Risks to Meet Business Goals and Avoid Bottlenecks

Being ready to act when a new regulation arises or when users bring consumer devices into your network is tough enough; adding the requirement that the business is secure and compliant presents an exponential challenge. Today, cyber and fraud related attacks are on the rise. Although they cannot be stopped in their entirety, you can put in place effective capabilities and processes to deter would-be attackers.

During this round table we will discuss how preparing for the risk can allow you to successfully balance that risk with the agility you need to meet business goals and avoid bottlenecks.

10:20 am
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10:50 am

Executive Exchange

Thought Leadership

Dodging Digital Dogma in Banking Channel Strategy: New Research and New Insights

In this session, well share insights that challenge the digital dogma of omnichannel banking: 


Assumption #1: Because customers channel hop, companies must create a seamless multichannel environment, so their customers can move easily from channel to channel.

  • Brands Are Omnichannel; Customers Are Not. Well discuss the concept of channel inertia and how you should revisit the features and capabilities offered in each channel to better meet customer needs.

Assumption #2: Customers want to perform specific transactions in specific channels"therefore the transaction determines the channel.

  • Customers Expect ALL Critical Transactions in Their Channel of Choice. Our research uncovered nine specific banking transactions customers expect in each and every channel. Well share these and discuss how to deliver a complete banking experience by channel.

Assumption #3: Customer experience should be the same across all channels.

  • Brands Win or Lose Customers by Channel. Younger customers note technology as a leading switch factor. Customer may not switch to another channel, they often switch banks if the channel of choice doesnt meet their needs. Well explain how you can ensure youre meeting customer expectations in each of your banking channels.

10:55 am
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11:25 am

Executive Exchange

Roundtable

Outside - In Banking Transformation

The world is changing!  Businesses of all types are finding that their services, offerings, and systems are less attractive to their end customers and users.  Competition has become fierce in all aspects of banking.  It is time to consider identifying and capturing the beneficial inputs and attributes from outside the organization as a means of driving the next waves of innovation and advancement.  

Learn about the CSC point of view on Outside - In Transformation, and come prepared to share your experiences and anxieties.

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.

11:30 am
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12:00 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. 

12:05 pm
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12:35 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

Data Semantics, Standards and Synergy

The increasing complexity and pace of global regulations is making it more difficult and expensive for financial services organizations to comply. At the same time, firms want to derive value from their data assets. The maturation of semantic technologies, when combined with increased acceptance of industry standards, holds out the promise of resolving those issues. Semantics and ontologies provide greater transparency and interoperability, thereby enhancing the overall trust in the financial system. Enhanced trust benefits all constituencies: 

  • Financial services enterprises gain additional revenue balanced against better risk management. 
  • Regulators receive the information they need to meet their statutory mandates. 
  • Vendors have clear requirements to develop innovative products and services. 
  • Standards organizations fulfill their missions.

12:40 pm
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1:10 pm

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

Conducting Information Security Risk Assessment on 3rd-Party Vendors, Including Cloud Providers

Today businesses cannot survive without their strategic 3rd-party vendors. However, that comes with risks that need appropriate due diligence, and prior to contract signing. Also regulators continue to raise the bar on 3rd-party due diligence in the financial sector, and unfortunately breaches continue to occur with 3rd-parties; hence the importance of 3rd-party security reviews.

1:10 pm
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1:20 pm

Closing Remarks

1:20 pm
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2:20 pm

Farewell Networking Luncheon