The Digital Transformation Revolution in FS Seminar & Panel Discussion
February 23, 2017
8:15am – 2:15pm
The date of this event has changed from 2/9 to 2/23. If you were already registered, we still have you on the list. If you can’t make the new date, please scroll to the bottom of this page to cancel.
Lean. Agile. Responsive. These are all the buzzwords of digital transformation (DT)–the watchword for converting yesterday’s brick-and-mortar companies to operate at the speed of so-called “Digital Native Organizations” (or DiNOs). Companies like Amazon, Google, Spotify, and eBay have been transforming how business is conducted in the retail, advertising, and content delivery worlds–and now it’s Wall Street’s turn. But can heavily regulated companies subject to strong reliance requirements behave like startups? The answer, surprisingly, is “yes”. This seminar showcases the companies, technologies, and processes that enable Wall St. firms to join the Digital Transformation revolution, and begin conducting business at startup speed.
Panel Focus: From Lean Enterprise to Digital Transformation: A Roadmap
You’ve mastered the fundamentals of DevOps and Agile. You’ve implemented the tools, reorganized your teams, and shifted your development organization to a lean enterprise that delivers business value at startup speed.
What’s next? Learn from your peers how best to digitally transform your enterprise. This panel session focuses on the must-have technologies, tried-and-true best practices, and critical insight required to enable digital transformation in a financial services environment. You’ll come away from this session with an actionable roadmap for making a digital transformation happen in your own organization.
Join the conversation! Tweet us @WSTAORG and use #WSTAdigital
8:15-8:45AM Registration and Breakfast (Breakfast sponsorship available)
8:45-8:50AM WSTA Introductions
Raja Chris, Director, Head of Infrastructure, Annaly Capital Management Inc. and a WSTA Director
8:50-9:35AM Keynote Presentation: “Designing Your Own Digital Transformation”
Bio | Abstract
Johna Till Johnson, CEO & Founder, Nemertes Research
Johna Till Johnson is CEO and Founder of Nemertes Research, where she sets research direction and works with strategic clients. She has decades of experience in technology design, deployment, and operations. Under her leadership, Nemertes has emerged as a leading trusted advisor to Fortune-50 and other world-class organizations.
Ms. Johnson specializes in emerging technology, innovation, operational transformation, and security and risk management. She has worked with many Wall St and other financial organizations to craft technology and business strategies that balance the risks and benefits of emerging technology. Her experience with information security begins back in the 1980s, where she was an early adopter of the Internet (then Arpanet) as a graduate student in particle physics. Since then, she has worked with major organizations–including Fortune-50 enterprises and carriers–to craft and implement security strategies, protect strategic assets, manage risk, and enable business success.
Ms. Johnson draws upon diverse experience prior to founding Nemertes in 2002. She served as chief technology officer (CTO) at Greenwich Technology Partners, an infrastructure consulting and engineering firm; headed the Global Networking Strategies Service business unit of META Group; and oversaw the lab-testing program at Data Communications magazine. She also has designed and developed security, speech-synthesis, and free-space laser products at companies including Mosler Security Systems and Digitus Corp.
Ms. Johnson holds a bachelor of science degree in electrical engineering/computer science (BSEE/CS) from The Johns Hopkins University, has conducted graduate work in nuclear and particle physics at the University of Rochester, speaks three languages, and has published a science fiction novel. In her spare time, Ms. Johnson is an avid urban kayaker.
You’ve read about digital transformation, how the confluence of low-cost and ubiquitous computing and communications technology will change every aspect of an organization, from its business model to its customer interaction to its back-office operations. But what does it really mean to undergo a digital transformation, and what are the areas you should focus on to obtain the best results? In this insightful and provocative session, Nemertes CEO Johna Till Johnson presents the findings of Nemertes’ Digital Transformation Benchmark and Maturity Model. The session highlights the fundamental principles of digital transformation and provides guidelines and a roadmap for executives at financial services organizations. You’ll come away with a better understanding of what a digital transformation is and requires, and how to move your organization forward on a roadmap that’s tailored to you.
9:35-10:00AM Premier Sponsor Presentation: “Operating in a Post-Cloud World”
Bio | Abstract
Herb VanHook, Vice President and CTO, BMC Software
Herb VanHook manages BMC’s global CTO Office. Herb’s constant interaction with customers fuels his focus on the technology, process and organization impacts and opportunities presented by digital transformation strategies. Herb has worked in strategic, corporate development and business planning functions since joining BMC in 2005. Prior to BMC, he held research and executive positions at industry analyst firm META Group (now Gartner, Inc.). Herb has more than 30 years of experience in information technology – across operations, development, support and management – including positions at IBM, CA Technologies, and Legent Corporation.
Organizations are making a rapid shift to cloud technology, adopting new infrastructure and platform services, embracing new high-velocity processes and rethinking application architectures. All of these changes are colliding with the traditional “best practices” of central IT organizations and challenging the operational, management, compliance and process governance models that have been years in the making. Challenges in this “cloud shift” demand new approaches to performance monitoring, service tracing, root cause analysis, usage and cost transparency, policy enforcement and pervasive automation coupled with well-integrated change management. This session will examine these challenges and how leading organizations are tackling them.
10:00-10:25AM Luncheon Sponsor Presentation : “Embracing the Digital Revolution”
Bio | Abstract
Stephen J. Skrobala, Senior Principal, Financial Services Value Engineering, SAP
With an extensive background in financial solutions architecture and product development, Stephen is focused on engaging SAP’s strategic banking and capital markets clients at the board level, to craft solutions that combine digital transformation with business process improvement. Stephen is responsible for empowering customers and prospects by leveraging SAP technologies such as cloud, mobile, analytics and social to delivery financial returns and sustainable competitive advantage. Before joining SAP, Stephen held executive positions at Oracle, JP Morgan Chase, and ABN Amro.
The banking business is continuing its relentless move towards a digital business model. Customers want access to their account information in real time, investors demand higher returns and regulators are expecting you to provide critical data on the health of your business at a moment’s notice. In order to meet these demands banks need to digitize their business systems so they can provide the information needed based on the right data to ensure better decision making. During this session we will show you how banks are digitizing their infrastructure and front office solutions to better leverage real time and predictive analytical solutions in order to realize end-to-end innovation and disruption.
10:25-10:50AM Break and Demo Area Visit (Break sponsored by Sumo Logic)
10:50-11:15AM “Hybrid Analytics: Leveraging Cloud to Complement Your IT Infrastructure”
Bio | Abstract
Scott Jeschonek, Director, Cloud Solutions, Avere Systems
Scott Jeschonek is Director of Cloud Services at Avere Systems. With 20 years of enterprise, telecommunications and vendor experience, Scott can provide a unique perspective on the cloud phenomenon. Scott has participated in a number of public speaking engagements, along with years of delivering technical training.
Establishing a solid framework to gain better results in a hybrid infrastructure can be challenging. This discussion will present approaches to leverage cloud capabilities while continuing to maximize your current physical infrastructure for improved performance. We will also consider use cases that confirm a hybrid IT infrastructure using the public cloud as a complement of current infrastructure is the most competitive approach. The presenter will review how both throughput and scalability can be achieved with caching technology, while offering a framework for achieving measurable results for critical workloads.
• Clarify what “cloud” really means
• Discuss the challenges when considering a full migration to “public” cloud
• Discuss the trend towards a hybrid, financial services IT infrastructure for backtesting, value-at-risk, and other analytical workloads, and why this is the most competitive approach
11:15-11:40AM “Turn Big Garbage Into Big Knowledge: Winning Client Engagement”
Fadi Micaelian, Vice President of Sales, BroadVision
Fadi Micaelian is the Vice President of Sales at BroadVision and the GM for North and South America. He brings seasoned general management experience in enterprise software in the areas of sales, business development, product management and engineering. Fadi has served over the past three decades in a number of senior positions at industry leaders like Oracle, Intellectual Ventures, ViewStar (OpenText), and DataBeam (IBM). Most recently he was the Chairman and CEO of Auguri Corp., an innovator in the field of Big Data Analytics.
Fadi is a distinguished scholar and an inventor, who has been repeatedly published, and was awarded 7 patents by the USPTO. He is passionate about Technology, Physics and Track and Field. Fadi holds a BS of Physics, a BE of Engineering, obtained an MS in Engineering Management from MIT, and an MBA from INSEAD.
Is your institution capturing all communication with its clients? What if the conversation was with another employee, or a former employee? Does that include all related internal communication, collaboration, social presence, documentation and workflow? And, are you able to leverage all of this untapped and overwhelming unstructured information?
Many organizations are participating in the exciting digital transformation which will deliver security and accountability for key communications internally and externally with clients. Organizations can significantly improve the quality of client and employee engagement, which drives top line and bottom line productivity. You will learn how a knowledge-driven organization can achieve the productivity advantage of quick actions and enhanced quality and consistency in engagements with clients and employees, and how they can gain these benefits through the use of innovative solutions which, for the first time, are able to tap into the unstructured information to provide this unprecedented value.
11:40-12:15PM Luncheon and Demo Area Visit (Luncheon sponsored by SAP)
12:15-12:30PM “Morning Takeaways and Lessons Learned”
Panel Moderator: Johna Till Johnson, CEO & Founder, Nemertes Research
12:30 – 2:15PM Panel Discussion
Eric Feige, Financial Services Practice Lead and General Manager, Magenic
Eric Feige is a creative eBusiness problem solver with a global digital strategy and innovation track record in financial services, technology and consulting sectors. Feige has led digital transformations and executed customer-centric strategies for global firms such as JPMorgan Chase, Prudential Financial, KPMG and Deloitte.
A former Internet entrepreneur, Feige has specialized over the last 20 years in resourcefully designing and launching compelling mobile, social, content, analytics and web-based solutions to address market opportunities. Leveraging his strategic consulting approach, Feige has a rich history of applying practical approaches to organizations seeking to transform their industries using digital engagement and technologies that support their business growth and innovation objectives.
Eric hails from Glen Rock, New Jersey and has a Bachelor’s of Science from Fordham University and an MBA from New York University’s Stern School of Business. Eric is an active advisor to several cause-focused digital startups.
Ami Grewal, Head of Digital Strategy, GFT
Ami Grewal is Head of Digital Strategy for GFT, an international business technology consulting firm. He helps define and direct market strategy through active research and analysis of new technology and their potential benefits to the FinServ and FinTech sectors. Previously, Ami was with Rule Financial where, as a founding North American employee, he drove delivery and quality within a successful start-up. It was at Rule that he developed an entrepreneurial mentality that has informed his approach to innovation.
With prior experience at Goldman Sachs and Morgan Stanley, his passion currently focuses on nurturing innovation at GFT with his clients, including the world’s largest banks, asset managers and hedge funds, and with his staff.
As a trusted advisor, his best insights come from the talent, research and innovation around him. He enjoys educating GFT client’s so they understand shifts in capital markets technology and how to prepare for them as well as using changes in the marketplace to serve as launch pads for innovation and change.
Arun Gundurao, Executive Director, Enterprise Metrics and Analytics, Morgan Stanley
Arun Gundurao is the head of Business Intelligence, Analytics and Data Science for Operations and Compliance Technology at Morgan Stanley. In this shared service role, he supports Global Operations, Finance and Corporate Services. He is focused on driving forward the next generation of analytics, augmented intelligence, smart machines and deepening our data and analytics ecosystem. Arun has over 20 years of experience in Technology.
Joseph Haddock, Managing Director, Business Operations, Annaly Management Company LLC.
Joseph Haddock is a Managing Director responsible for Business Operations at Annaly Management Company LLC. His responsibilities include oversight of transaction processing, financial data validation, pricing valuations and shared responsibility for business continuity planning, IT controls, enterprise risk management and continuous process improvement. Prior to joining Annaly in 2011, Mr. Haddock spent 13 years at Bloomberg LP in various people, project and product management roles. He has taught finance courses at The College of New Jersey and Rider University. Mr. Haddock is a member of the SIFMA AMG Operations Executive Committee and co-chairs the SIFMA AMG Operational Risk Committee. He holds an undergraduate degree in finance from The College of New Jersey, a Masters in Business Administration from Cornell University and is a CFA charter holder.
2:15PM Event Concludes
Agenda, Speakers and Times Subject to Change
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The Yale Club of New York City
50 Vanderbilt Avenue
New York, NY