The Future of Work

September 21, 2023
10:00 am to 12:00 pm ET
Past Event, Virtual Event

Everything about work is changing. To attract and retain top talent, financial services firms need to take a holistic approach to ensure exceptional employee experience from hire to retire.

Session Details

Taking a holistic approach means investing in the tools, technologies, and practices that enable employee satisfaction. During this session, we will cover topics including next-gen collaboration and interaction, future of end-user computing, and much more.

Presentation Topics Covered
  • Managing the digital nomad
  • Next-generation collaboration & interaction
  • The human-robot interface
  • Radical flexibility, intentional collaboration & empathic management
  • The future of end user computing
  • The Millennial-Centennial divide
  • The hybrid digital workspace when it comes to the expansion of DaaS &  multimedia conferencing/collaboration.
  • From office centric to community centric: Enabling worker flexibility
  • Establishing an atmosphere of teamwork & collaboration in the post-Covid environment
Panel Abstract

In this panel of leading industry specialists we consider how our idea of work has evolved and unearth the trends that will shape the future of work. We outline the ways that the employee experience in the workplace will shift and deep dive into the best practices to improve employee satisfaction and productivity. We discuss the tools and technologies that power cutting edge work and provide insight into the challenges that companies are facing in finding and retaining talent.

Earn 2.0 CPE credits at this event! Click here for more details.

Agenda

10:00am – 10:05am

WSTA Introductions

James Kostulias | Managing Director, Integration Management Office, Charles Schwab & Co., Inc. & WSTA 1st Vice President

As Managing Director in the Integration Management Office at Charles Schwab, James is responsible for leading the conversion of TD Ameritrade accounts to Schwab.  In the Integration Management Office, James partners across all corporate areas, business lines and support functions to deliver the necessary projects, processes, and platforms in support of the Integration of the two firms. Previously, Kostulias was the Head of Retail Experience at TD Ameritrade, where he was responsible for the execution of the firm’s Retail Strategy, Client Experience, Digital Platforms, Learning and Development, Client Segmentation and LEAN Strategy. Prior to that, he served as Head of eCommerce, leading the digital strategy for web, mobile, social media, market data, and research, after holding TD Ameritrade’s Chief Information Officer position overseeing technology relationship management and project delivery for all business units.  

Kostulias has more than 25 years of experience in the financial services industry and has spent more than 19 of those years with TD Ameritrade/Charles Schwab across their Retail, Technology, and Active Trader businesses. He’s held a variety of leadership roles within the organization, including leading the TD Ameritrade and Scottrade Integration where he was responsible for all aspects of integration planning, strategy and execution, balancing four million client accounts to the penny.  Prior to joining TD Ameritrade, Kostulias was with Datek Online where he held a variety of Operational Management Positions and with Moody’s Investor Services, where he designed and implemented a Global Senior Credit Analyst Professional Development Training Program. 

Kostulias was the President of the Wall Street Technology Association from 2016-2022, previously sat on the FINRA Technology Advisory Committee, and is a graduate of the SIFMA Securities Institute Program at Wharton. Kostulias holds a bachelor’s degree in Business Administration from Rutgers University and Series 4, 7, 24 and 63, licenses. 

10:05 AM - 10:20 AM

Navigating the Technological Landscape: Industry Perspectives on the Evolving Financial Services Sector

Joseph Kennedy | Partner, PwC

Joe Kennedy leads PwC Financial Services’ Technology Architecture and Application & Emerging Tech practices. He has more than 27 years of experience leading design, development, delivery and operations of high-performance transactional and information systems in critical FS environments. He possesses expertise in strategic planning, enterprise information integration, enterprise architecture, systems development, agile, disruptive technologies, telecommunications, operations, infrastructure, support and user experience. Joe holds a Bachelors in Computer Science from Clark University and speaks internationally on a range of architectural, integration and disruptive technology topics.

Abstract

In the post covid world, we have seen the introduction of new technologies which will potentially forever change traditional interactions models and ways of working.  This session will focus on two key areas: the impact and opportunity of AI on work and the consumer as well as the new risks that go along with this new interaction model.

10:20am – 10:40am

Premier Sponsor Presentation | Securing Your Workforce: WFH Or Wherever They May Be

Beth Cohen | Advanced Networking Product Strategist, Verizon Business Group

Beth is an Advanced Networking Product Strategist at Verizon, working on developing new SDN products and services. At Verizon, she has architected and developed several products, including Virtual Network Services, which has been driving many of the Open Source Edge projects.

Donald Meyer | Director of Product Marketing Prisma SASE, Palo Alto Networks

Donald Meyer, Director of Product Marketing Prisma SASE at Palo Alto Networks, has more than nineteen years of networking and security industry experience having held senior marketing positions at Cisco, Check Point Software Technologies, Aruba Networks, Juniper Networks, Nokia, Inc., and the Associated Press. He holds a B.S. from San Jose State University.

Abstract

Join Beth Cohen of Verizon and Donald Meyer of Palo Alto in a lively session moderated by WSTA that will explore the importance of provisioning your increasingly remote workforce to support the best employee experience.  Find out how these factors not only secure and reduce cyber risk to the company but can help attract and retain the best talent. 

10:40am – 11:00am

Striking the Balance: Data Governance and Business Needs in a Link-Based World

Michael Parrella | Chief Strategy Officer, eShare


Mike has a long history of fusing tech knowledge with business acumen. As a collaborative leader, Mike fosters a climate of energy and inspiration to empower his teams to execute strategies for sustainable business growth. Most recently as CEO of POWWR, Mike led the company to earn the Inc. 5000 Fastest Growing Companies in America recognition in 2021.

Abstract

In this engaging and timely talk, eShare’s Chief Strategy Officer, Michael Parrella, navigates the delicate balance between data governance and business needs in our increasingly digital, link-based world. Drawing from his extensive experience and eShare’s innovative solutions, he will illustrate how businesses can optimize their use of tools such as Microsoft 365 while maintaining robust data governance.

He’ll highlight ways to enhance secure, seamless collaboration, transforming the handling of sensitive data across platforms. Whether you’re an IT leader or cybersecurity professional, this session promises valuable insights into harmonizing data governance with the ever-evolving business landscape.

11:00am – 12:00pm

Panel Discussion: The Future of Work

Abstract

In this panel of leading industry specialists we consider how our idea of work has evolved and unearth the trends that will shape the future of work. We outline the ways that the employee experience in the workplace will shift and deep dive into the best practices to improve employee satisfaction and productivity. We discuss the tools and technologies that power cutting edge work and provide insight into the challenges that companies are facing in finding and retaining talent.

(Moderator) Joseph Kennedy | Partner, PwC

Joe Kennedy leads PwC Financial Services’ Technology Architecture and Application & Emerging Tech practices. He has more than 27 years of experience leading design, development, delivery and operations of high-performance transactional and information systems in critical FS environments. He possesses expertise in strategic planning, enterprise information integration, enterprise architecture, systems development, agile, disruptive technologies, telecommunications, operations, infrastructure, support and user experience. Joe holds a Bachelors in Computer Science from Clark University and speaks internationally on a range of architectural, integration and disruptive technology topics.

Beth Cohen | Advanced Networking Product Strategist, Verizon Business Group

Beth is an Advanced Networking Product Strategist at Verizon, working on developing new SDN products and services. At Verizon, she has architected and developed several products, including Virtual Network Services, which has been driving many of the Open Source Edge projects.

Matthew Lehman | Industry Principal, Financial Services, RingCentral

Matthew Lehman is a Vertical Industry Principal at RingCentral, exclusively focused on Financial Services. Prior to joining RingCentral, Matt spent more than 20 years in senior digital leadership roles at leading banks and insurance firms including Progressive, KeyBank, FleetBoston Financial, AmTrust, and Westfield Insurance. He began his career as an investment banker at JP Morgan Chase and was also part of the leadership team at Launch Media, which had a successful IPO prior to selling to Yahoo! Matt has an MBA from Cornell and a BA in Economics and East Asian Studies from Colby College.

Lindsey Marrazzo | Head of Customer Experience, Digital Workplace, S&P Global

Lindsey Marrazzo is the Head of Customer Experience for the Digital Workplace organization within S&P Global.

In this role, Lindsey delivers everything Digital Workplace needs to put customers first, managing their journeys and serving their needs. Curating a customer centric culture with focus on User Experience and Customer Success.  She takes pride in striving to provide optimal experiences while keeping the customer at the core.

Lindsey lives in Newtown, PA, and holds an MBA from University of Phoenix and a BA from Wagner College. She has spent time at The Campbell Soup Company and SAP Software Solutions before joining S&P Global.  She has over 17 years experience servicing the financial services industry with a continued technology focus.

Nick Schaffzin | Vice President, HR & Enterprise Systems Technology, Brown Brothers Harriman

 Nick is the current leader of HR & Enterprise Systems Technology at Brown Brothers Harriman and has worked in HR and HR Technology for multinational financial services companies such as Citi, MetLife, and New York Life over the past 30 years. He’s been involved in global HR transformation programs and supporting the evolving workforce from an HR, Analytics and Technology perspective. Whether developing strategic roadmaps, enabling technology to change the way work gets done, or responding to global events, the future of work has always been a center of focus. Nick holds degrees from Stanford and Columbia Universities.

12:00 PM

Closing Remarks

Location Details

This is a virtual event powered by Webex Events (formerly Socio). Registered Attendees will be provided a login link to access the event site.