Agenda | Location

Today’s connected world of digital technologies (mobile, cloud, social media, big data analytics, IoT, RPA, AI) impact our lives and evolve at an ever-increasing pace. If there was ever an industry where digital is not just first but full-steam ahead, it’s the Financial Services industry, where firms are finding new ways to make spending, managing, and investing our hard-earned money even easier than ever before.

This seminar will share experiences with technology disruptors in the market and highlight the impact on Financial Services firms and techniques to adapt. It will also review the new frontiers where big changes are happening, the core elements of the businesses affected by change, and the foundations needed to support that change.

If you provide digital technology solutions for Financial Services, you will want to join other thought-leaders and share your expertise at this event.


8:00AM-8:30AM Registration and Breakfast

8:30AM-8:35AM WSTA Introductions: James Kostulias, Managing Director, Retail Client Experience, TD Ameritrade and WSTA President

8:35AM-9:20AM Keynote Presentation: “Staying relevant in a World of Business Transformation and How to Manage the Transition”

9:20AM-9:45AM Premier Sponsor Presentation: “Delivering on Digital in Financial Services: Creating Efficiency and Customer Value”

9:45AM-10:10AM Luncheon Sponsor Presentation: “Driving the Digital Customer Experience in 2020: Think Differently About Data”

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

10:35AM-11:00AM "Removing the Digital Divide: Adding Endpoint Visibility and User Engagement to your IT Business Transformation"

11:00AM-11:25AM “Transforming the Disconnected Enterprise in the Digital Age”

11:25AM-11:50AM “Digitally Innovate Your Customer Experience”

11:50AM-12:30PM Luncheon and Demo Area Visit (Luncheon sponsored by NTT DATA)

12:30PM-12:55PM "An Agile Approach to Data Mastering"

12:55PM-1:20PM “Empowering the Citizen Developer to Scale Digital Transformation Across the Enterprise”

1:20PM- Seminar Concludes

Eligible for 4.5 CPE Credits

Field of Study: Information Technology
Prerequisites: None
Delivery Method: Group Live
Program Level: Overview
Advanced Preparation: None

For more information regarding refund, complaint, and/or program cancellation policies, please contact the WSTA at

Registration Information

WSTA Corporate and Individual members receive complimentary admission to WSTA Seminars. See if your financial firm is currently a WSTA Member.
Non-Member Registration
Financial Industry professionals are eligible to attend for $250; Vendors and Service Providers, $895. To complete your Non-Member Registration, click here.


To Cancel your Registration, click here.

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