In the past, most of the data was text-based and transactional. Today’s data additionally comes from images, videos, social networking sites, sensors and business partner sites. A majority of this data can be unstructured and geographically dispersed. To make business decisions, financial service firms have to correlate events and process large volumes of data which may come from transactional records, master data, unstructured data, streaming data and business intelligence systems. The Intelligent Enterprise is enabled by maturity levels on the integrity of the data and the sophisticated ways the data is used to enable fast decision-making. Advances in storage technologies, information architectures, complex event processing engines and Cloud have made handling the data challenge easier. In this seminar, WSTA presents the latest in the data, analytics and storage management marketplace as they apply to financial service firms.

Topics:

• Customer/Business Intelligence
• Analytics
• Data Warehouse and Metadata
• Unstructured and Structured Data
• Big Data
• Data Visualizations
• Data Vaults
• Change Data Capture
• Data Distributions
• De-duplication
• Information Lifecycle Management (ILM) Tools
• Storage as a Service
• Master Data
• Data Transformation Tools
• Information Security
• Complex Event Processing

Please be sure to review our cancellation policy located at the bottom of the registration form.

You will receive a registration confirmation from the WSTA office which you must bring with you to the seminar. Be advised that if you do not receive a confirmation, your registration could not be processed as submitted.

Please call the WSTA office at 732-530-8808 if you have any questions regarding registration.

8:00-8:30AM Registration and Breakfast – Breakfast Sponsored by Epsilon

8:30-8:35AM WSTA Introductions

8:35- 9:20AM Keynote: “The Real Business of IT”
Richard Hunter, Distinguished VP and Gartner Fellow
IT leaders often struggle to communicate the value the IT team produces to their management teams. This presentation, based on the award-winning book “The Real Business of IT: How CIOs Create and Communicate Value,” describes a proven path to creating value with IT and making that value visible. Attendees will learn to lead the conversation with value, not technology; to demonstrate value for money as a means to establishing the IT organization as the preferred supplier; and to master the virtuous cycle of IT value, creating more value for the enterprise and making it visible.

9:20-9:45AM “Hot Business Intelligence (BI) trends within the Financial Services Sector”
Mike Saliter, Sr. Director Global Market Development - Financial Services, QlikTech
Financial Services companies have often spent millions of dollars on traditional BI software offerings only to reap minimal benefits and ROI. In this session, we’ll focus on hot trends within the BI industry where leading companies are leveraging newer BI capabilities to deliver faster implementations and higher user satisfaction. Topics will include:
- Data Discovery (Business Discovery)
- Visual Analytics
- Social BI
- Mobile BI
- Predictive Analytics
- Big Data (and Unstructured Data)
Takeaways:
· Line of business executives will learn how they can achieve true ‘self service’ analytics and reap faster return on their investment
· IT executives will learn how they can augment their existing BI investments with newer capabilities based on hot trends

9:45-10:10AM “Fast Data Meets Big Data”
Michael Stolz, Global Architect, VMware
Regulatory requirements for data retention in financial services are causing tremendous growth in the total amount of data that needs to be stored. At the same time, the acceleration of the business itself is generating a need to capture and retrieve that data faster than ever before. Move beyond server consolidation to maximize the business value of virtualization. What is needed is a multi-tiered data strategy that leverages well integrated components to do horizontal in-memory caching, traditional database and a peta-scale data store.

Join VMware for an exclusive seminar where you’ll gain insight into how your organization can meet challenges while protecting investments they may have in legacy applications and infrastructure.

Takeaways:
· A tiered data management strategy can save you a lot of money.
· Horizontal scalability at all levels is key to both speed and scale.
· Moving compute to the data grid is up to 100x faster than traditionally moving data to/from the compute grid.

10:10-10:35AM Break and Demo Area Visit (Break Sponsorship Available)

10:35-11:00AM “Data Discovery and Analytics for Financial Services”
Michael O’Connell, PhD, Senior Director, Analytics, TIBCO
In today’s volatile, uncertain, complex and ambiguous business world (VUCA), the intelligent enterprise needs access to the right information at the right time with appropriate context, for rapid decision making. For example:
· Debt traders need timely views of risks, spreads, positions and maturities across many data dimensions
· Risk managers need comprehensive statistical views on enterprise and counterparty risk
· Management needs to understand performance of fund managers in context of peers and benchmarks
· Marketing departments need views and statistical analysis of customer data for CRM programs
This presentation walks through some financial services case studies in risk, compliance, trading, and retail banking. The case studies are presented through a universally adaptable software environment, providing self-service data discovery with embedded predictive and event driven analytics. The case studies highlight modern, collaborative computing where users can capture and securely share moments of insight through portals and social platforms, providing compelling context to accelerate decision-making across the intelligent enterprise.

11:00-11:25AM Information Builders

11:25-11:50AM “Make Data Actionable Through Dashboards and Reports”
Dan Melcher, Senior RIA Architect, Actuate
Analyst firm Gartner reports that information is growing at a rate of 59% annually. What is your business doing to capture and analyze this growing amount of data? Actuate Corporation, the people behind BIRT, will discuss how to use business intelligence software to present structured and unstructured data in meaningful ways to make the information gathered actionable.

11:50-12:15PM Nimble Storage

12:15-1:15PM Luncheon (Sponsorship Available)

1:15-1:40PM “Big Data Trends and Technologies: What Are They and How Can They Help You?”
David Wiseman, Director of Business Development, Sybase, an SAP Company
There are a lot of buzzwords around Big Data Analytics today, but what do they mean and who is using which technology? How do you make sense of what is right for your organization? This session will explain the difference between Column databases, MPP, Hadoop, MapReduce, in-database analytics, in-memory databases, predictive analytics and CEP. You'll learn what the value of each of these technologies is, and when to consider them in your organization.

1:40-2:05PM “Leveraging Information to Accelerate Business Value”
Chris Blotto, Managing Partner, Knowledgent
Financial Services companies continuously look for innovative ways to use information. This aspiration typically results in further complexity and often results in generating more information to manage and analyze. This additional complexity impacts timeliness, accuracy and relevance of information and the value it brings to the user.

Taking a business ontology master approach to integration, enrichment and analytics, forward thinking organizations are delivering timely and relevant insights that are repeatable, governed and trusted. Using a client centric model we will demonstrate how organizations are leveraging virtualization and semantic ontologies to provide users with relevant insights.

Takeaways:
· Understanding of how data virtualization and semantic search capabilities are changing the way organizations deliver value centric insights
· Understanding of how to drive your information processing and delivery solutions from business capability models

2:05-2:30PM “Speaking Sponsorship Available”

2:30PM Seminar Concludes

Agenda and Times Subject to Change

PLEASE NOTE: This event is being held at:

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

Keynote: Richard Hunter, Distinguished VP and Gartner Fellow
Richard Hunter is vice president and Gartner Fellow in Gartner's CIO Research Group - Office of the CIO Research Team, where his recent work has focused on issues of interest to CIOs, including risk and value. Mr. Hunter is the author of the acclaimed books "World Without Secrets" (Wiley, New York, 2002) and "IT Risk" (with George Westerman, Harvard Business Press, Boston, 2007). His most recent book, "The Real Business of IT," also co-authored with George Westerman, was published by Harvard Business Press in October 2009, and was named by CIO Insight Magazine as the best business/IT book of 2009 in December of that year. Mr. Hunter is in much demand as a speaker and advisor to CIOs.

Mike Saliter, Sr. Director Global Market Development - Financial Services, QlikTech
Mike Saliter joined QlikTech in 2011 as Global Director for Financial Services Market Development. Mike has over 15 years of software solutions, sales and consulting experience with a focus on Financial Services. In his role at QlikTech, Mike oversees all Financial Services go-to-market initiatives spanning sales, marketing, solutions and partners. Mike often works directly with customers and prospects to convey Financial Services capabilities, solutions and experience. He leads the Financial Services marketing activities such as special events, industry marketing and strategy. Mike also helps recruit and integrate Financial Services solution partners and system integrators.

Prior to joining QlikTech, Mike was a Business Unit Executive within IBM’s 10+ billion dollar Business Analytics division. At IBM, Mike managed and led the cross-sector Industry Solutions team and also played the role of IBM’s Global Director for Financial Services Industry Solutions. Before being acquired by IBM, Mike spent 6 years at Cognos where he held various leadership positions in presales, sales and marketing. At Cognos, he helped build and establish the Financial Services Global Major Accounts organization. Prior to IBM/Cognos, Mike consulted for Accenture and a vertical software start-up. Mike has a BS in Engineering from Virginia Tech.

Michael Stolz, Global Architect, VMware
Mike’s focus at VMware is defining the architecture for VMware’s Cloud Application Platform and ensuring that engineering priorities are in line with client priorities. Prior to VMware, Mike spent twenty years in the financial services industry culminating in serving as Chief Architect for Fixed Income, Currencies, Commodities, Liquidity and Risk Technology at Merrill Lynch.

Dan Melcher, Senior RIA Architect, Actuate
Dan Melcher has over 26 years of experience in the software industry in various roles including: project lead, web developer, senior programmer, technical sales, technical alliance manager and RIA architect. Dan joined Actuate in October 1999 and has been responsible for providing technical assistance mostly in presales situations, technical certifications and architecting applications. Prior to joining Actuate, Dan created diverse applications for companies including LTV Aerospace, Investortools and Morningstar, Inc.

Daniel Kane, Principle System Engineer, Nimble Storage
Daniel Kane is an IT industry veteran with more than 20 years of experience. He has worked in various roles within traditional IT organizations including AT&T Bell Labs, as well visionary organizations in Information Technology. He has lengthy experience in startups that have focused on Business Continuity, Data Protection and Data Storage. He has played an active role in helping these organizations grow beyond the start up phase to become well known, publicly traded, multimillion dollar companies. These organizations include CommVault Systems, Data Domain, Fusion-io, and Nimble Storage.

He is a graduate of St. John’s University in New York, with a degree in Computer Science, and has performed his post graduate study in Information Technology at the New Jersey Institute of Technology.

David Wiseman, Director of Business Development, Sybase, an SAP Company
David Wiseman is responsible for Data Analytics solutions. During his twelve years at Sybase he has led North America technical sales, launched sales programs in support of several product lines, and managed the Sybase-IBM global partnership. His background includes federal sales at IBM and software development program management for the DoD. Mr. Wiseman holds an MBA from the Kenan-Flagler Business School of the University of North Carolina at Chapel Hill and a B.S. in Computer Science from the University of Mary Washington.

Chris Blotto, Managing Partner, Knowledgent
As Managing Partner – CTO, Chris Blotto leads the development of customer facing operational and technical solutions for Knowledgent. In addition, he heads up business development and strategy for the Information Value Management practice across all industries. Chris has over 18 years of experience in the IT field, specializing in information management, enterprise architecture, organizational change management, and IT leadership. He has been successful both in industry and in management consulting, and brings a unique perspective of both business and technical solutions across multiple industries.

Speaking Sponsors:

Breakfast Sponsor: