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Cloud Computing-Shift from Proprietary Business Models
Aligning with Commodity Offerings and creating a new IP

The maturity of the cloud has changed our thinking processes on how to best manage our IT portfolio and how to create new products and services. What’s next, new and disruptive in this space? Does the consumer experience with cloud help or hurt the service model? Is security better or worse than before? Are we at a point when entire financial services back office functions can be available in the cloud? How much can Wall Street rely on commodity clouds? What are the 2013 workloads that are trending in the cloud? What are the risk-adjusted ROI for the workloads? How do we baseline and contrast various vendor pricing schemes for various cloud offerings? Should we have multiple service models for our private clouds? This WSTA seminar will provide transparency to these compelling questions of 2013.

Key sub-topics:

· Maturity of cloud strategies (e.g. IaaS, PaaS, aPaaS, dbPaaS)

· Understanding cloud vendor offerings

· Securing cloud implementations

· Business continuity

· New TCO evaluation equations

· Network considerations for public, hybrid and private cloud adoption

· Preparing your internal shop for the challenges of managing a cloud environment

· Business value of cloud solutions: overcoming financial services industry hurdles

8:00-8:30AM Registration and Breakfast – Breakfast Sponsorship Available

8:30-8:35AM WSTA Introductions

8:35-9:20AM Keynote: “Cloud Computing and the new Technology Economics”
Dr. Howard A. Rubin, CEO and Founder, Rubin Worldwide
Cloud computing is about to reshape the economics of the global technology economy. With a pre-cloud global of IT "GDP" of about $4.5T annually, we are looking at a new era in which the technology economy is right up there with the world's greatest economies -- United States, China, and Japan. Recent research shows that there is far more to the new Technology Economy than just IT.

This non-IT "T" (Technology) is growing in business and in personal use faster than traditional IT. And that is where the cloud fits in, as an accelerating force for the global technology economy. In this session we will explore the size and "shape" -- essentially the "patterns" -- of the Technology Economy and consider the impact of cloud computing.

9:20-9:45AM Premier Sponsor: "Finding Success in the Cloud"
Lisa Chow, Director of Marketing, HP
Cloud computing holds great promise for enhanced agility, lower costs, and increased flexibility in how we provide and consume services. But as many early adopters have experienced and organizations considering cloud have already recognized, if managed inefficiently or ineffectively, cloud computing can actually add risk, cost and complexity. Cloud computing raises new IT management challenges. Join us for a discussion on preparing your internal shop for the challenges of managing cloud environments and ways to:
- Automate key IT processes for cloud environments
- Orchestrate and manage services from one common policy framework
- Decrease the time and effort associated with the deployment of cloud services

9:45-10:10AM “There’s a Cloud For That: Building and Operating the right cloud for your business"
Lilac Schoenbeck, Director, Cloud and Automation Marketing, BMC Software
iPads look cool – but the first thing you NEED TO do when you buy one is to download the apps you need! The same is true for cloud – it is only as good as the users it supports, workloads it runs, and business benefits it drives. Building the right cloud means architecting it properly and leveraging the breadth of private and public options. SO, BEGIN with the end in mind:
- Agree on the business requirements of the cloud
- Set expectations on delivery, rollout and costs
- Architect the right solution for the business - and ASSURE IT's operational success

10:10-10:35AM Break and Demo Area Visit

10:35-11:00AM “It’s a Cloud Journey: Cloud Readiness Workshop Analysis”
Jim Hirt, VP Enterprise Services, Dimension Data Americas
No matter where you are in the cloud journey, it makes sense to examine where your company is on the cloud maturity/readiness continuum. This presentation will provide tools and insights on how to use the cloud readiness workshop analysis model. This model includes examination of infrastructure readiness, workload analysis, organizational change, and business alignment.
Takeaways:
· Gain an understanding of how to measure cloud maturity/readiness
· Learn about business and operational benefits
· Gain insights on Dimension Data’s Leader position in Gartner’s Magic Quadrant for Cloud IaaS

11:00-11:25AM “Emerging Enterprise Use Cases for Cloud Computing”
Carson Sweet, CEO & co-founder, CloudPassage
Cloud computing is transforming how enterprises get computing done. CloudPassage works on the front lines with the most innovative cloud adopters. In this presentation, CEO Carson Sweet will discuss private, hybrid and public cloud use cases and deployment models being adopted by large enterprises, including financial institutions. Security and compliance challenges will also be discussed, and approaches to achieving ubiquitous, consistent security by building controls directly into the cloud computing stack itself.
Takeaways
· Recently emerging use cases for private, hybrid and public cloud
· Business and operational benefits of cloud deployments
· Challenges & solutions around securing large-scale cloud computing deployments

11:25-11:50AM “What’s Possible, What’s Right for You and How to Get There”
Tim Reed, Principal, ReedITC
Cloud Computing is here, disrupting our current state and providing great opportunity. As organizations begin to use Cloud Computing, there are some key characteristics of cloud that need to be considered to determine what is right for your organization. Cloud Computing can speed innovation and help realize improvements to front, middle and back office IT delivery. Key to success with Cloud is understanding what it means to shift from traditional IT to a Cloud “Ecosystem,” how it will impact your organization, and how it will impact day to day delivery.
The focus for our discussion includes:
- Addressing the key pragmatic concerns regarding cloud providers, risks and security;
- Managing cloud innovation while still meeting the demands to manage technology investments and risk;
- Understanding the potential changes to models for Financial Management, Operations and IT;
- Embracing the involvement of business partners in innovation, along with the governance and operational changes required.

11:50-12:30PM Luncheon and Demo Area Visit

12:30-12:55PM “Ensuring Business Success in Private Clouds: Avoiding the pitfalls that erode efficiencies, slow adoption and increase risk”
Andy Walton, Director, CiRBA
Achieving desired efficiencies and agility in private clouds is a complex undertaking that depends upon the proactive management of supply and demand. Join CiRBA to learn how new school capacity control solutions give teams the visibility and operational control that traditional virtualization management tools can’t, enabling:
- Hardware and software cost reductions of 40-70%
- Reduced risk through policy-based management
- More accurate forecasting leveraging capacity reservations
- Faster adoption and lower application owner pushback
Takeaways:
- Proactive management of capacity supply and demand is critical to achieving the optimal balance of risk and efficiency
- The inability to model policies and the demand pipeline are two of the top obstacles to success in private clouds
- Automation for most is unattainable with their current management tooling and processes

12:55-1:20PM “IT as a Service is the IT of the Future”
Peder Ulander, Vice President of Product Marketing, Citrix
IT leaders are looking to evolve from focusing on “keeping the lights on” to delivering IT as a service. Understanding the strategy and how cloud solutions play a role in this transformation will help catalyze changes in the way the business operates and deliver real value to the enterprise. Join us for a discussion on this new service delivery model and the defining principles of a next gen datacenter along with examples of enterprises already leveraging cloud to deliver ITaaS today. Takeaways:
- Building blocks to begin the transformation to ITaas
- How to leverage existing infrastructure for your next-gen cloud architecture
- Planning steps and the best ways to prepare your business for cloud service delivery

1:20-1:45PM “Financial Services Solutions – Move into the Cloud for Improved Data Management and Business Agility”
Brian Martinez, Financial Services Industry Consultant, VMware
Against a backdrop of uncertain economic growth, consumer distrust and increasing regulation, financial organizations are working to maintain a healthy bottom line and boost consumer confidence in their offerings. Today’s consumers are technology-savvy and are demanding a higher level of interaction—such as instant online access to information and services through their mobile devices. Forward-thinking financial organizations are deploying cloud computing as a strategy that will eventually transform how the entire organization—not just IT—operates.
Join this discussion to better understand:
- common cloud computing use cases for financial organizations
- real-world examples of how leading firms are using cloud computing to address business issues

1:45PM Seminar Concludes

Agenda and Times Subject to Change

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

Dr. Howard A. Rubin, CEO and Founder, Rubin Worldwide
Dr. Howard A. Rubin is a Professor Emeritus of Computer Science at Hunter College of the City University of New York, a MIT CISR Research Affiliate, a Gartner Senior Advisor, and a former Nolan Norton Research Fellow. He is the founder and CEO of Rubin Worldwide. Dr. Rubin is a pioneer in the area of technology economics and has built the world's largest database in the field consisting of business, national, and technology data. . His current portfolio of client companies in total generate more than $1.5T in revenue to the global economy annually and account for almost $100B in yearly Information Technology (IT) spending. Dr. Rubin has also worked directly with heads of state or their key ministers around the world in the development of national competitive technology strategies.

He is also the author of the new Pearson video series on Technology Economics. His Technology Economics column regularly appears in Wall Street and Technology.

Dr. Rubin possesses a Ph.D. from the City University of New York in Computer Science and Oceanography.

Outside the world of technology Dr. Rubin is Chair of the Board of Riverkeeper, a member of the Clinton Global Initiative, a Leadership Council member of the RFK Foundation, a major support of student development programs at the Tribeca Film Institute, and a supporter of the Rainforest Foundation.

Lisa Chow, Director of Marketing, HP
Lisa Chow is director of marketing at HP. She leads the Company’s worldwide software vertical industry marketing effort for Financial Services. Ms. Chow has a deep understanding of the market dynamics that challenge today’s global enterprises and how technology can impact businesses. She was an industry analyst and management consultant before her current career in high-tech marketing. Before joining HP, Ms. Chow was a Business Executive with BTC Logic where she was responsible for helping clients develop and implement technologies related to business process automation and customer engagement. In the late ‘90s, Ms. Chow also worked for Sun Microsystems, where she held various senior marketing and business development roles working with large enterprise customers including many leading financial services institutions on their technology adoption of middleware and system management software. Ms. Chow holds a Master of Business Administration from University of Hong Kong, a Master of Science from Hong Kong University of Science and Technology and a Bachelor of Science from Massachusetts Institute of Technology. She is also active in her community and sits on the board of several nonprofits.

Lilac Schoenbeck, Director, Cloud and Automation Marketing, BMC Software
Lilac Schoenbeck is the Director of Solutions Marketing for Cloud and Automation at BMC Software. Schoenbeck has more than 15 years of experience with product marketing, strategy, business development, and software engineering in the grid, virtualization, and cloud domains. She has worked for IBM, Fortisphere, Innosight, and the Globus Alliance and holds an MBA from MIT Sloan School of Management and a Computer Science degree from Pacific Lutheran University.

Jim Hirt, VP Enterprise Services, Dimension Data Americas
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, Infrastructure-as-a-service (Iaas), Software-as-a-Service (SaaS) 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.

Carson Sweet, CEO & co-founder, CloudPassage
Carson Sweet is co-founder and CEO of CloudPassage. His information security career spans two decades and includes entrepreneurial, management and hands-on technology experience. He holds multiple industry accreditations including ISACA CISM and ISC2 CISSP. Prior to co-founding CloudPassage he served as RSA's principal solutions architect for the financial services sector.

Timothy Reed, Principal, ReedITC
Timothy Reed brings extensive expertise in the transformation and delivery of IT and operational initiatives, acquired over a 20+ year career in global corporate and consulting roles. Tim has worked in the Insurance, Financial Services, Pharma, Manufacturing, Consulting and Media industries at the senior executive levels to deliver significant global programs including; IT and Operations Transformation, cloud strategy and deployments, ERP solutions, global vendor management, and global data warehousing /analytics. His CIO experience in leading complex operational and organizational change initiatives has been used to validate strategic objectives, develop the roadmap and plans, and lead the change activities required to achieve both targets and steady state operations.

Over the last 5 years, the ReedITC team has led strategic programs focused on delivering Information Technology, operations and organizational change for several major global organizations. The team has focused on Enterprise Cloud Transformations for multiple firms.

Tim holds a Master of Science from Walsh College, a Bachelor of Science from Oakland University and a Bachelor in Japanese from Nanzan University. In addition to roles with FEI, CFIT and other organizations, Tim is a founding member of the Performance Engineering Consortium, a key global industry group focused on standards, best practices, and implementation techniques for Performance Engineering. Tim is also a featured blogger on Big4.com, and currently hosts the largest IT and Operations Transformation group on LinkedIn, with over 3K global members.

Andy Walton, Director, CiRBA
Andy Walton has over 21 years of experience in the computing industry. His role at CiRBA focuses on articulating the benefits and integration considerations of Analytics software in large, complex, cross platform enterprise environments. Andy has a Bachelor of Mathematics and Computer Science degree from The University of Waterloo.

Peder Ulander, Vice President of Product Marketing, Citrix
Peder Ulander (@ulander) is vice president of Product Marketing for Cloud Platforms at Citrix. He is passionate about new, disruptive technologies and has a strong track record of bringing new, market defining open source products to market. Prior to its acquisition by Citrix, Ulander was CMO at Cloud.com, and has more than fifteen years of marketing and sales strategy experience.

Throughout his career, Ulander has held a number of senior management positions at leading technology companies including Sun Microsystems where he was senior vice president of marketing responsible for open-sourcing the Java platform, building a growth business with OpenSolaris and establishing Sun as a leader in the open source enterprise software market.

Brian Martinez, Financial Services Industry Consultant, VMware
Brian has served over 14 years in various desktop and server engineering roles as well as cloud architecture within financial services. In previous roles Brian has designed internal clouds as well as rolled out successful BYOD programs. Since joining VMware, Brian has worked extensively with financial institutions to help design infrastructure solutions that cater to their specific needs as well as assist in creating the procedures required for them to succeed.

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