Online Registration is Closed. Please register at the Yale Club of New York City starting at 8:00 AM tomorrow.

From enterprise application stores to highly proprietary matching engines, financial service firms have a wealth of business software that need to be managed as portfolios, maintained and enhanced to meet the demands of the volatile market. Managing them requires making prudent choices on what to keep, redesign or retire. To a great degree, the firm’s IP is trapped in the hidden lines of code that are risky to change. In spite of this, sometimes modernization is the only choice to realign the portfolio with their other applications and data. Sometimes replacing an existing application set with package software is feasible. At other times, making investments to modernize in-house using SOA and Cloud are better options. A number of choices of tools and best practices across the systems development lifecycle are available in the marketplace. This seminar is designed for platform software providers to demonstrate the tools in their arsenals, and help decision-makers understand the choices.

Topics:

• Design and development of applications for Cloud-based deployments
• SOA Transformations
• SOA Governance
• Business-driven development
• Legacy transformation and modernization
• Build vs. Buy
• Application Outsourcing
• Mobile Delivery
• Portal Design
• ERP
• CRM
• Package Integration
• Model-driven development
• Testing and release management

8:00-8:30AM Registration and Breakfast

8:30-8:35AM WSTA Introductions – Joseph Weitekamp, Managing Director-Architecture,
ITG, Inc. and WSTA 2nd Vice President

8:35-9:00AM Open Discussion - Joseph Weitekamp, Managing Director-Architecture, ITG, Inc. and WSTA 2nd Vice President

9:00-9:45AM Keynote: “ Building World Class IT Applications In the 21st Century”
Mark Driver, Research VP, Gartner
In this presentation we examine a number of today's hot topic issues that are quickly becoming critical for next generation IT solutions; in this effort we examine a number of new AD challenges introduced by cloud computing, mobile, big data, and social networking. Just as importantly, we also discuss the intersection between these technology trends and how they will depend upon and influence each other over the next 5 years.

9:45-10:10AM Premier Speaking Sponsor – “Mastering Modern Application Delivery - In Search of Higher Efficiencies and New Revenue Streams in Financial Services”
Dr. Genefa Murphy, Lead Strategist, HP Software
We live in a time of rapid change. – While the financial industry and the global economy have successfully averted disaster, innovation has been constrained, increased regulatory scrutiny is an obstacle to growth in many traditional markets and, coupled with difficulties finding new revenue streams, investment banking and insurance enterprises face significant challenges. The common, unifying aid across all these areas will be the use of IT yet here as well, challenges exist: aging legacy infrastructure incapable of handling today’s online operational and service delivery requirements, securing and extending to mobile workforce and financial services clientele, and agility to respond to market and competitive pressures, to name just a few. This session will look at the major trends affecting IT modernization and application delivery including, hybrid cloud/traditional on-premise delivery, application lifecycle and information management and how to support your IT staff in taking both your existing assets and those in the future and building a business driven justification of these investments.

10:10-10:40AM Break and Demo Area Visit

10:40-11:05AM “Accelerate Your Cloud Strategy”
Jim Hirt, VP Enterprise Services, Dimension Data
Learn how to accelerate your cloud strategy no matter where you are on your current journey. Hear what is driving the cloud computing market and how your organization can benefit from cost optimization, risk optimization and strategic agility. Learn how to avoid common pitfalls of cloud computing and ensure your cloud solutions are aligned to every stage of your adoption journey. Presenter Jim Hirt, VP of Dimension Data's Services business, has more than 25 years experience in the IT industry.
Takeaways:
· What reasons are enterprise and mid-market organizations giving for considering cloud solutions?
· How can I accelerate my cloud strategy?

11:05-11:30AM “Scalability and Performance In The Cloud”
Raja Srinivasan, Director, Cloud Solutions, Riverbed Technology
The cloud is the new buzz word. It is everywhere and comes in all shapes, sizes, and form. There is Public Cloud, Private Cloud, Hybrid Cloud, Personal Cloud, IaaS, PaaS, SaaS, and many others. But all of these things have several important common challenges. Many of these challenges can be addressed with an Application Delivery Controller (or ADC). This presentation talks about how to address some of the challenges in cloud computing.
· Seamless scalability within limits inside the cloud.
· Addressing Performance and Reliability.
· Meeting internal SLAs in the cloud.
· Some aspects of security

11:30-11:55AM “Going to the Cloud: Preparations, Considerations and Benefits”
Dan O'Connell, Senior Technical Marketing Manager, Actuate
Financial services companies are both intrigued and concerned with all the possibilities developing business intelligence (BI) applications within the cloud offers. This presentation will discuss important topics including the business and technology drivers that you must consider as well as the benefits and risks. Whether you have just a few users or hundreds of millions, your project may be a good fit for the cloud.

11:55AM Seminar Concludes

Agenda and Times Subject to Change

The Yale Club of New York City
50 Vanderbilt Avenue
New York, NY 10017

Mark Driver, Research VP, Gartner
Mark Driver is a vice president and research director in Gartner Research, where he specializes in application development technologies and open-source software. Within Gartner, Mr. Driver serves as a principal analyst for Java technology, as well as the Microsoft .NET framework. He is also the principal analyst covering the business and technical issues of the open-source software model. He covers many aspects of open-source software, including adoption challenges, best practices, market impact and development models.

Prior to joining Gartner, Mr. Driver was a technical architect and project leader for more than 15 years in the IT industry, where he focused on distributed open systems development. He worked in several areas including state government, commercial software vendors and in-house IT groups. He has 14 years of experience at Gartner and 29 years in the IT industry. His background includes: five years as Manager, Advanced Technology Projects at Florida Department of Management Services; two years as Technical Architect at MCI Systemhouse and three years as Internet Technology Manager at PowerCerv. Mr. Driver has a B.S., Computer and Information Science, from Florida State University. His latest research includes:
- Agenda for Application Development, 2012
- Introducing the Open Computing Framework: A Unified Approach to Assessing Openness Across IT
- Predicts 2012: Cloud and In-Memory Drive Innovation in Application Platforms
- Vendor Rating: Oracle
- Modernization and Migration Strategies for Oracle Forms

Dr. Genefa Murphy, Lead Strategist, HP Software
Genefa is the lead strategist within HP Software’s Portfolio Strategy Group, identifying technology trends and defining HP Software’s strategy as an IT enabling organization for its Enterprise customers. Prior to this role, Genefa worked for several years as an SAP implementation consultant in HP’s C&I practice. Before joining HP, Genefa completed her PhD, investigating what factors influence adoption of new technologies and IT methodologies. Genefa continually leverages and tunes her findings and hypothesis for practical applications with HP’s Enterprise customers on a daily basis to understand how they can leverage IT to remain competitive in today’s rapidly changing landscape.

Jim Hirt, VP Enterprise Services, Dimension Data
Jim Hirt is Vice President of Dimension Data's Services business. He has more than 25 years in the IT industry with extensive enterprise experience in telecommunications, data communications, and professional services. His past affiliations have included senior positions with Avaya, Lucent, Webex, StorageWay and Octel. Jim currently oversees Dimension Data's Services portfolio which spans cloud computing solutions, complex IT staffing, managed services, as well as IT outsourcing and consulting.

Raja Srinivasan, Director, Cloud Solutions, Riverbed Technology
Raja Srinivasan has been at the forefront of new technology for the last 20 years. Over this time period Raja has been one of the earliest adopters of Cloud Computing, starting with his work on the Oracle Grid with Oracle-On-Demand. At Riverbed Raja is leading the charge on cloud computing and has established relationships with major cloud vendors and service providers across North America.

Raja's interests are in the areas of optimizing data center operations, whether it is in the public cloud, or private cloud.

Dan O'Connell, Senior Technical Marketing Manager, Actuate
Dan O’Connell applies his knowledge of information user interfaces and visualization to creating product demonstration materials and custom examples in his role as technical marketing manager. He is an experienced IT administrator and professional graphic designer who combines modern, Web 2.0 technologies with a keen eye for creating clean, easy to understand information interfaces. With Actuate since 2006, Dan's designs have impressed audiences with their quality and ease of understanding.

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