Online Registration is now closed. If you would like to attend this event, please stop by the registration/check-in table at the Yale Club at 8:00 AM tomorrow, 5/16.

Keynote: David Schehr, Research Director, Banking and Investment Services, Gartner Industry Advisory Services

SPEAKING SPONSORS TO DATE: Good Technology (Premier), Actuate Corporation, AirWatch, Fiberlink Communications, TIBCO Spotfire, Sita Corp, Xirrus

Mobility-Extending Operations to Smartphones and Tablets
Trends and tools for expanding rapidly in the mobile ecosphere

Providing secure and value-added access to mobile customers and employees is the most compelling driver for IT transformation projects today. What are the specific requirements of financial services firms in this area? What are the issues, best practices and challenges in implementing enterprise-class security for data and applications on mobile devices? What major changes need to be made to back end systems to support robust use of mobile devices leveraging the cloud? What are the various ways to support BYOD across various devices? How can an enterprise IT shop add value and differentiate itself to its business? Are the roles of the carriers changing? This WSTA seminar is designed to provide a collaborative forum involving all players that will drive these agendas in 2013.

Key sub-topics:

· Enterprise mobility architecture

· Mobile security

· Device management and BYOD support

· Content, device and application security

· Re-designing the UX for mobile

· Context-Aware Computing (CAC)

· Security for disconnected devices

· Mobile device enablement

· Application development for mobile end-users

· RIA, FLEX and HTML5

· Incorporating access to social networks

· Mobile application integration and single sign-on

· Re-designing the back-end for mobile

· Digital channel consistency and your customer: important development and UI considerations

Agenda and times subject to change

8:00-8:30AM Registration and Breakfast (Breakfast sponsored by BMC Software)

8:30-8:35AM WSTA Introductions - Thomas Piderit, Vice President, Federal Reserve Bank and a WSTA Director

8:35-9:20AM Keynote: “Mobility in Investment Services -- Challenges and Opportunities”
David Schehr, Research Director, Banking and Investment Services, Gartner Industry Advisory Services
Mobile computing, in the form of smartphones and tablets, is poised to be the most rapidly adopted consumer technology innovation in modern history. As use of these tools continue to spread rapidly among professional and retail investors, firms must grapple with the challenges of meeting new needs while leveraging the accompanying opportunities. This presentation examines how to separate hype from reality in evaluating the growing use of mobile computing within the investment services industry.
Key Issues:

• Mobility and Gartner’s Nexus of Forces – the convergence of mobile, social, cloud and big data.
• The evolution of mobile for industry professional and retail investors -- common themes and points of difference.
• Development and deployment challenges and strategies for mobile devices and applications.

9:20-9:45AM Premier Speaking Sponsor: "Enterprise Mobility Management”
John Dasher, Senior Director, Product Management, Good Technology
With a growing number of corporate- and employee-liable mobile devices accessing confidential information, enterprises need a way to foster worker productivity without sacrificing data security. In this presentation, Good Technology’s Senior Director of Products, John Dasher, discusses the best practices and technologies used by leading financial institutions to reduce the burden of achieving and sustaining mobile worker productivity. You’ll leave armed with some new perspectives on what’s really important as you engage in supporting mobility in the enterprise.

9:45-10:10AM “Mobilize by Doing Nothing”
Dan O’Connell, Senior Technical Marketing Manager, Actuate Corporation
In today’s busy and rapidly changing IT environment, many projects are competing for your attention. Big data, cloud computing and other new technologies already absorb an enormous amount of your time and budget, so the last thing you want to do is double back to redesign all of your content to be mobile-accessible.
In this session we’ll discuss what to consider when bringing your firm’s applications mobile including:
· Designing for mobile applications
· Integrating web technologies and native features
· Securing your mobile content

10:10-10:35AM Break and Demo Area Visit (Break sponsorship available)

10:35-11:00AM The Best of Both Worlds – Implementing a Secure and Flexible BYOD Program
Michelle Burnett, Enterprise Account Executive, AirWatch
Mobile technologies are changing the way companies do business. Due to the continuing trend of workers accessing data through employee-owned devices, companies need to have a detailed strategy in place to manage, monitor and secure their proprietary information. Organizations need to utilize a comprehensive, secure, and scalable platform to centrally manage mobility across the enterprise. Michelle Burnett discusses best practices for businesses regarding their mobile infrastructure and implementing BYOD policies. Personal devices introduce a wide range of security threats in the enterprise – how can these be business risks be mitigated while still giving employees the freedom and flexibility they want?

11:00-11:25AM “You Want to Go Mobile. Now what?”
James Furbush, Reporter at TechTarget, speaking on behalf of Sita Corp
Any organization can set up a mobile initiative. It's as easy as setting up Exchange ActiveSync on someone's personal device. The real challenge comes from all the chaos that unfolds afterwards, with mobile management, data security, and other variables. In this session we'll discuss the numerous factors to consider when establishing a secure, user-friendly mobile initiative, including:
· Mobile isn't a problem to solve, it's an opportunity
· How can mobile benefit financial institutions for both customers and employees
· What are the common threads all businesses might face.

11:25-11:50AM “Wi-Fi Optimization: By 2015, 80% of newly installed wireless networks will be obsolete, What About Yours?”
Perry Correll, Principle Technologist, Xirrus
The mobile enterprise challenges are mounting: enabling users simple and secure access to the network, ensuring applications run smoothly, and building sufficient capacity to handle unpredictable usage and future growth. A superior level of Wi-Fi design is now required—something shown lacking by a recent Gartner report: “By 2015, 80% of newly installed wireless networks will be obsolete because of a lack of proper planning.” A clear indication of the problem is that a typical wireless user is provisioned with less than 5% of the bandwidth of a typical wired user. Wi-Fi Optimization includes designing for: the user, device, application, spectrum and capacity. This session will examine critical design components to ensure predictable performance, even under heavy loads.

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

12:30-12:55PM “Predictive Analytics in the Mobile World”
Eric Novik, Data Scientist, TIBCO Spotfire
Financial Services companies are in the business of providing accurate and timely information to their customers, their employees, and their regulators. Having the right information at the right time can offer a small but impactful edge in assessing the state of the market, responding to customer queries with relevant data, and gaining valuable insights from predictive models.
During this presentation the attendees will learn:
· How the use of advanced analytics in trading and risk management can make meaningful contribution to the company’s bottom line.
· How a predictive modeling framework designed to put the power of predictive analytics into the hands of business users can be deployed on mobile devices.

12:55-1:20PM “Managing Mobility in the BYOD Era: Beyond Mobile Management”
David Lingenfelter, Security Officer, Fiberlink Communications
Mobile devices have blurred and practically removed the lines between personal and business use, as well as corporate and cloud resources. Integration of mobile devices into day-to-day corporate life requires new solutions with different perspectives. Regulations and compliance requirements are also finding the mobile phenomenon challenging, as existing rules need to be adapted to the unique capabilities of the mobile space. We’ll discuss different situations and what management, IT and Security need to learn to adapt to this new paradigm.

1:20PM Seminar Concludes

Agenda and Times Subject to Change

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

David Schehr, Research Director, Banking and Investment Services, Gartner Industry Advisory Services
David Schehr is a research director in the Banking and Investment Services vertical of Gartner Industry Advisory Services. Mr. Schehr is based in the United States and manages research covering the alignment of IT and emerging technologies to business strategies, focusing on issues relating to investment management, retail brokerage and retail financial services. His research provides clients with advice on wealth management, brokerage and financial planning systems, shifting business models for retail financial services, service delivery model evolution and leveraging technology to optimize business and market strategies.

Prior to joining Gartner, Mr. Schehr was director of operations and research for Mentis. Mr. Schehr was also a vice president in the corporate marketing division of First Union National Bank, in Charlotte, North Carolina. His background encompasses more than 30 years of experience in financial services, consumer behavior and marketing research.

John Dasher, Senior Director, Product Management, Good Technology
A 25-year industry veteran, Mr. Dasher recently joined Good through the AppCentral acquisition as a Senior Director of Product Management. He previously served as Vice President of Products and Marketing for AppCentral. Prior to that, Mr. Dasher served as Senior Director of Marketing for the Data Protection and Mobile business units at McAfee, Director of Product Marketing and Product Management at PGP Corp., and Director of Business Development & New Products at FileMaker. He held senior marketing and development positions at Ventro (the first venture-funded B2B e-commerce marketplace) and the Internet & Software Solutions group at Xerox Corp. He co-founded and was Vice President of Engineering for Verano, an enterprise content management and supply chain management startup, where he received a patent on multi-platform search (U.S. patent number 6,055,543). Earlier, he spent 12 years at Apple, playing key roles in the development of numerous award-winning Input Device, Imaging, PowerBook, and Internet products. He also founded and managed Fifth Wave, a software development firm.

Dan O’Connell, Senior Technical Marketing Manager, Actuate Corporation
Dan O’Connell applies his 15 years of experience as an application designer and web developer to cutting edge technologies and challenges facing today’s applications. His background in systems IT and graphic design influences his ability to apply modern, Web 2.0 technologies with a keen eye for creating clean, easy to understand information interfaces. With Actuate since 2006, Dan's applications have impressed audiences with their quality and ease of understanding.

Michelle Burnett, Enterprise Account Executive, AirWatch
Michelle Burnett is an Enterprise Account Executive for AirWatch, a global leader in mobile security, mobile device management (MDM), mobile application management (MAM), and mobile content management (MCM). Burnett brings more than ten years of retail and transportation sales, implementation and technical support expertise to AirWatch.

Prior to joining AirWatch, Burnett was a sales engineer for Manhattan Associates, where she managed customer engagement and served as a technical resource for the sales process for muti-channel retailers.

Burnett earned a Bachelor of Business Science degree in Computer Science with High Honors from the Georgia Tech and resides in Atlanta, GA.

James Furbush, Reporter at TechTarget, speaking on behalf of Sita Corp
James is the consumerization reporter for TechTarget. He contributes mobile, social, and cloud-related stories to SearchConsumerization.com and also contributes coverage on Microsoft and desktop virtualization. Before joining TechTarget in 2012, he was the managing editor of HyperVocal.com, an operations specialist at IBM, the founder of slyoyster.com and a features reporter at The Patriot Ledger in Quincy, Mass. He graduated from Syracuse University with a bachelor’s degree in American Studies and received a master’s degree in journalism from Emerson College. This makes him really good at Jeopardy!, but not much else in life.

Perry Correll, Principle Technologist, Xirrus
Mr. Correll’s extensive networking background extends from original Ethernet Thicknet technology, through the switching revolution and now is involved in pushing advancements in Wi-Fi technology to displace wired solutions. Previous roles included technologist and management roles at Cabletron, Xylan and Alcatel.

Eric Novik, Data Scientist, TIBCO Spotfire
Eric Novik is a Data Scientist at TIBCO Spotfire with experience working in financial services and publishing. He holds an MA in Statistics from Columbia University where he teaches a seminar called Introduction to Statistical Computing in R.

Prior to TIBCO Spotfire, Eric was a Vice President in the Equity Derivatives Technology group at Barclays. While at Barclays, he managed the development of their listed options trading system and helped define a protocol for specifying complex options orders. He also worked with Cash facilitation desk and analyzed profitability of order flows in large block equities trading using R statistical language.

Before Barclays, Eric co-founded Risktail, a New York based accelerator (NYCSeed) funded startup that developed backtesting software for options portfolios. He traded options for his own account and founded New York Options Traders, a local Meetup group focused on options education. NYOT was and still is sponsored by International Securities Exchange and NYSE/Amex.

David Lingenfelter, Security Officer, Fiberlink Communications
David has over 20yrs experience with risk management, information security, compliance, policy development and currently heads security and compliance at Fiberlink Communications. David has managed projects to get Fiberlink SAS70-Type2, SOC2 Type2 audits and FISMA authorization. David is an active member of Cloud Security Alliance and NIST Cloud working group.

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