Welcome to the 2008 FST Summit
Ben Riggle – Event Director
Champagne Toast

Dinner
Master of Ceremonies – Cyrus Daruwala, Managing Director, Financial Insights (an IDC Company)

Breakfast and Registration

8:45 – 9:25

Meeting 1

Workshop:  Data Center Availability and the Unified Physical Infrastructure

• What is the impact of cooling on application availability?
• What impact does structure cabling have on performance within new I/O breakthroughs? 
• How can the placement of my structure enclosures materially reduce my overall cost? 
• How can cabling media add a significant level of security to my data center?

Leader:  Pat Bodin – CEO, Firefly Communications

Workshop:  Capitalizing on Mobile Banking and Mobile Payments

Meeting 2

Case Study:  Using Enterprise Search to Unlock Hidden Value in Your Financial Enterprise

Workshop:  Governance, Risk, and Compliance in the Financial Services Industry

Leader:  Warren Axelrod – SVP Business Info Security, Bank of America

Meeting 3

Workshop:  Data Loss Prevention

• Importance of Data Risk Assessment and Policies prior to deployment
• Concepts: Data Loss Prevention, Data at Rest, Data in Motion, Data in Use 
• Deployment methodology
• Successfully administrator, create policies, and establish procedures to meet DLP compliance needs.
• Knowledge to help evaluate and select a DLP solution that is right for your organization

Hosted by HEIT

Meeting 4

Workshop:  Going Green Outside the Data Center with a Green IP Telephony Network

Workshop:  Securing Mobile Devices and Preventing Information Leakage

Hosted by McAfee

Lunch

No Workshop

No Workshop

No Meetings

Roundtable:  Data Center Optimization

Servers, IT operations, storage, business continuity, and real time infrastructure are all vital parts of data center operations.  Attendees are invited to discuss ways that executives can successfully integrate and implement these technologies and begin to realize the true business value of IT.

Topics of Discussion Include:

• Issues surrounding server consolidation
• Server virtualization
• Grid and Cluster Computing
• CMDB and Change Management
• High End Storage, Connectivity, and Disaster Recovery

Panelists:
Joe Stephenson – VP Data Center Management, Wachovia

Roundtable:  Business Intelligence in the Financial Enterprise

It’s not enough to just capture data.  The most successful Financial organizations have discovered innovate ways to analyze and apply this information across the entire enterprise.  Join industry leaders as they discuss some of the ways BI solutions and strategies are being used to transform financial companies across North America.

Topics of Discussion Include:

• How to use IT to attract and retain the Highest Value Customers
• Optimize Customer Retention
• Datawarehousing tools, solutions, and strategies

Panelists:

• Sateesh Prabakaran – MD and Chief Architect, Bank of NY Mellon
• Shekar Panella – MD, Bank of NY Mellon
• Marco Pacelli – CEO, Clickfox

Meeting 5

Workshop:  Turning IT Risk Management Into a Competitive Advantage

Leaders: Richard Gomes – SVP Operations  and Technology, Citigroup
Harry Pugh – MD Operations and Technology, Citigroup

Workshop:  Information Findability: Impact in Financial Services Organizations

With the explosion of information in financial services, information findability is a key issue.  The impact of this on organizations is significant - both in terms of lost productivity and in terms of decision making.  According to research from McKinsey, 29% of CEOs/CIOs said it was "difficult to find information on which to make company-wide decisions", and 40% of other senior managers reported the same.  In this workshop, we will explore the specific needs of information findability within financial services, and explore how Google's universal search can help financial services organizations solve this need.

Hosted by Google

Meeting 6

Workshop:  The Intersection of Lean/Six Sigma, Technology and Risk in Financial Services

A fresh perspective on how leading financial services companies are applying Process Improvement methodologies such as Lean and Six Sigma to effectively manage risk in large technology integrations, system conversions and bank mergers.

Leader: Aravind Immaneni, PhD
VP, Process Analysis & Improvement, Capital One Bank

Workshop:  Electronic Signature in the Financial Services Industry; Enabling the Paperless Enterprise

The presentation  & demo will address market drivers, deployments and benefits of electronic signature solutions including the leading applications for financial services, compressing the business cycle, standards and regulations, bridging silos, increasing wallet share, and a practical perspective of electronic signature technology in support of green initiatives.

Leader:  Russ Davis – CTO, CIC

No Meetings

Workshop:  Differentiating the Customer Experience

Join Adobe Systems for an executive workshop to explore how Adobe Enterprise Solutions can address the top CIO challenges in financial services & insurance. Hear real-world case studies of how leading financial institutions have improved efficiency by automating customer-critical processes. Adobe’s technology experts will be on hand to discuss and demonstrate the latest technologies available for delivering a truly differentiated customer experience.

Delegate Forum:  Fraud Detection – Keeping One Step Ahead

Meeting 7

Workshop:  Enabling Trading Technologies 2.0

Leader:  Carl Carrie – Head of Algorithmic Trading and GM, JP Morgan Chase.

Delegate Forum:  Strategies for Creating an Efficient and Effective Data Center

Leader:  Stephen Elliot – Research Director, IDC

Meeting 8

Case Study:  Using Predictive Analytics to Create Competitive Advantage in the Financial Services Industry

Hosted by Teradata

Workshop:  A Shared Services Model for Integrated Application Management

With increasing pressure on costs and total costs of operations (“run the business” budgets), Financial Services Enterprises are under constant pressure to bring better efficiencies combined with improved service levels for application availability to their Businesses.

While most Enterprises have achieved the benefits of a “shared services” model for Infrastructure components, achieving the same for Applications has been a challenge and at best has been departmental

No Meetings

Cocktails and Networking

No Meetings

Dinner:  Gala Dinner at Summit Venue

Cigar and Scotch Tasting  to follow hosted by QD Technology

Breakfast

8:30 – 9:10

Workshop:  Hosted by HEIT

Reducing IT Costs in a Constricting Market

• Learn Proven Methods of Saving IT Operating Expenses at Financial Institutions
• The Power of Financial Services Expertise
• Discussion on Outsourcing Non-core Services
• Virtualization: Reduce Capital Expenses while Increasing Disaster Recovery Capabilities
• Reduce Information Security Complexity, Reducing TCO

Meeting 9

Workshop: SOA in the Financial Services Industry:  Closing the Gap Between the State of SOA and the envisioned deployment of SOA.

Workshop:  Using IT and Communication Tools to Create a more Customer Centric Financial Enterprise

Meeting 10

Workshop: Resiliency and Measuring Risk through Advanced Threat Models

Leaders:

• David White – CERT
• Bob Gardner – NWTP
• David Lush – GlobeTech
• Ed Stull - DCR.

Workshop:  The Green Data Center – Reaping the Rewards of Ecofriendliness

Learn how a Green Data Center can not only transform your companies image but also reduce it’s bottom line.

Meeting 11

Workshop:  Ensuring Business Continuity and Disaster Recovery Effectiveness in an increasingly virtual world

Delegate Forum:  Aligning IT with Business Objectives:  Myth or Reality?

Meeting 12

Workshop:  Unified Communications in the Contact Center  

Common infrastructure technologies like IP telephony, rich presence, shared directories and calendars, combined with high-value applications like contact centers, are integral to today’s enterprise architecture model…and to a unified communications future. With the expertise and disciplines of the contact center

at the core of a unified communications strategy, companies can realize both business and IT benefits. Come learn how unified communications for the contact center streamlines and enhances customer-facing business processes with complete visibility and control – and enables businesses to seamlessly extend those processes beyond the contact center.

Hosted by Aspect Software

Workshop:  Data Protection Strategies for IT

Lunch

No Meetings

Roundtable:  Unified Communications

Organizations have realized that in order to stay competitive in the financial market they must win new customers, and capitilize on existing key clients.  Discuss how executives can create a more customer centric enterprise by providing integrated contact center and communication solutions and what changes or upgrades to infrastructure are necessary to accomplish this.

Timothy Perez – VP/GM, Siemens
Michael Sheridan – SVP, Aspect Software

Roundtable:  Security and Risk Management

The terms “security” and “risk” have become the primary drivers for many IT investments and business decisions across the Financial Services Industry.  The FST Group invites you to interact with peers to discover ways that IT investments for security and risk can create greater efficiency and lead to revenue generation opportunities.

Panelists:

James Beeson - CISO, GE Capital
Warren Axelrod - SVP Info Security, Bank of America
Stephen Orenberg - CEO, Kaspersky Lab

Meeting 13

Workshop:  Special Focus – Insurance Technology

Shifting from a product-centric approach to a customer centric approach in the Insurance industry.   Learn how new analytics tools, modeling, and enterprise 2.0 technologies are transforming the industry.

Workshop:  Internet Attacks: A key area to watch as part of your risk management program

• An in-depth look into how the threat has changed and the new business risks imposed by today’s malware
• An overview of the malware ecosystem and the vast criminal network hackers have created
• Ideas around a “trans-perimeter” approach to network security

Hosted by Kaspersky Lab

Meeting 14

Meeting:  Financial Services and Insurance Coalition on Information Security Best Practices
Meeting Open to all Interested Parties

Workshop:  Enterprise 2.0 -  Social networking, software mash-ups, and telepresence are changing the way financial organizations do business.

No Meetings

Workshop:  Data, Data Everywhere:  Dealing with the challenges of data integration and information silos

Workshop:  Deploying web services to improve IT operational efficiency and flexibility as well as reduce IT costs.

No Meetings

Farewell Cocktail

Join us for Farewell Kaspertini’s

Hosted by Kaspersky Lab