The Reinventing Financial Services vision

Reinventing Financial Services is an IBM program dedicated to connecting the industry’s leaders through intimate, peer-to-peer events and digital content. We have the ideas, tools, and tactics to solve this ever changing industry’s biggest challenges. With industry-leading media partners, we co-host an annual event in New York. Throughout the year in major U.S. cities, we hold focused roadshow events and we share boldest ideas digitally.

Event Creators

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American Banker Logo
Digital Insurance Logo

Attend the 2019 Event

Join us on May 21, 2019, in New York City for Reinventing Financial Services 2019.

Digital transformation is picking up pace in financial services – whether in the partnerships with insurtechs and fintechs for best-in-class customer experience, moving to an open banking infrastructure, or implementing new hiring and training philosophies. 

Reinventing Financial Services 2019 looks at how leaders of the top banks and insurance companies innovate at scale. In a mix of interactive session formats – keynotes, panels, and breakouts – we’ll tackle big ideas for future-looking technologies and their implications. We’ll also cover tactics for building platforms that reinvent experience, empower employees and create technical agility.



Registration & Breakfast


Welcome & Opening Remarks


Keynote:  David Brear, Chief Executive Officer, 11:FS


Panel: The C-suite Imperative: Technology Leadership & Innovation at Scale

The digital economy requires total transformation from the firms that hope to succeed in the next decade. This panel will consider top transformation projects in some of the industry’s leading firms and hear from their chief digital and technology officers about their visions for the future.


Coffee Break


Keynote: A Case Study of How the Incumbent became the Disrupter


Panel: Talent Strategies for the Future-Ready Institution

In today’s tight labor market, recruiting and retaining the digitally savvy talent required for success can be a struggle for financial services firms. This panel of cross-functional innovators will discuss how their methods go beyond the HR function for talent acquisition, retention, and management of multiple generations of employees now in the workplace.


Networking Lunch 


CEO Panel with Robert Reiss

As financial services become increasingly competitive in our digital world, the winners will have models that will help them connect with the customers of the future. In this session, you’ll learn directly from transformative leaders about how to create world-class cultures that deliver exemplary customer service. Topics they will discuss include:  

  • The difference between good and remarkable customer engagement 
  • Innovative technologies and how digital will transform financial services 
  • Best practices to build an agile and aligned culture 


Breakout timeslot 1

Open Banking: Opening the doors to new revenue

U.S. banks may not be facing regulation around open banking, but emerging opportunities for new revenue lines are key. These would not only meet mounting customer demands but could be built at low cost too, making open banking a strategy that must be paid attention to. This breakout session explores organizational strategies that empower employees to innovate at the enterprise scale and different ways to deploy them.

Rethinking the Organization 

How does an incumbent innovate at the speed of a startup, but at scale and with enterprise governance? The answer may be in reorganizing, and perhaps around small, cross-functional, agile teams. This breakout session explores organizational strategies that empower employees to innovate at the enterprise scale and different ways to deploy them.


Breakout timeslot 2  

Rethinking risk & compliance: opportunities in the new RegTech era

RegTech has ushered in a new era of optimism for financial institutions. Fines, penalties, increased regulatory capital and enormous compliance teams no longer have to be the cost of doing business. There is a significant opportunity to rethink risk and compliance. This session will highlight how leveraging RegTech can allow firms to combine data, technology innovations like AI, and new methodologies to augment the ability of their risk and compliance teams to do their jobs more efficiently.

AI Maturity and Readiness  

"You can't have AI without IA—information architecture" — the right data is foundational to making AI work. But it goes beyond just data, transformative AI deployments overcome bias and create opportunities for process innovation. 


Coffee Break


Keynote:  Arvind Krishna Keynote, Senior Vice President, VP Cloud & Cognitive Software, IBM


Panel: Data & The Intersection of Privacy 

The global spotlight on how companies collect, store, use and protect their customers’ data has never been hotter. With GDPR showing its teeth, a lengthening list of U.S. states proposing their own rules, and Apple’s Tim Cook acting as the conscience of the industry, what to do about data has become one of the year’s biggest questions.


Closing Keynote: Bob Lord, Senior Vice President, Cognitive Applications, IBM


Closing Remarks & Cocktail Reception


Greg Baxter

Greg Baxter

Chief Digital Officer, MetLife

Chad Borton

Chad Borton

President, USAA Federal Savings Bank

David Brear

David Brear

Chief Executive Officer, 11:FS

Debb Bubb

Debb Bubb

Vice President, Human Resources & Chief Leadership,
Learning & Inclusion Officer, IBM      

Leigh Feldman

Leigh Feldman

Managing Director, Promontory Financial Group

Hervé Humler

Hervé Humler

Chief Executive Officer, Ritz Carlton

Brian Kelly

Brian Kelly

Editor and Chief Content Officer,
U.S. News & World Report ​​​​​​​

Sameer Kishore

Sameer Kishore

General Manager, Financial Services,
Global Technology Services, IBM

Arvind Krishna

Arvind Krishna

Senior Vice President, Cloud and Cognitive Software, IBM

Bob Lord

Bob Lord

Senior Vice President, Cognitive Applications, IBM

Elizabeth McCaul

Elizabeth McCaul

Managing Director, Promontory Financial Group

Tanya Madison

Tanya Madison

Chief Privacy & Cybersecurity Counsel, TD Bank

Robert Reiss 

Robert Reiss 

Chief Executive Officer,
The CEO Forum Group

Dino Trevisani

Dino Trevisani

General Manager, Financial Services Market, IBM

Julia Trujillo

Julia Trujillo

Senior Vice President,
Chief Talent & Workforce Development Officer, MetLife

Yvette Vargas

Yvette Vargas

Executive Vice President, Head of Development, Citizens Financial Group, IBM

Christian Ward

Christian Ward

Chief Digital Officer, Source Media

Sheryl Ann Yamuder

Sheryl Ann Yamuder

Global Chief Privacy Counsel, First Data

Venue information

Convene Conference Center is conveniently located in Midtown West. There are a number of hotels nearby.

Please make your own reservation at any of these hotels.

Convene Midtown West

117 West 46th Street (at 6th Avenue)
New York, NY 10036
Phone: 888-730-7307

Event FAQs

What is Reinventing Financial Services?

Reinventing Financial Services is a one-day event in New York City, offering a compelling mix of visionary ideas, best practices and roundtable discussions with America’s leading financial services executives.

Who will attend?

This invitation only event will be attended by c-level executives: primarily CEO, CIO, CTO, and COO, focused on the transformation initiatives underway at their organizations.

Who are the creators of the event?

Reinventing Financial Services is brought to you by IBM, American Banker, and Digital Insurance.

When and where?

Reinventing Financial Services will be held May 21, 2019, at Convene Midtown West in New York City. Click for location details.

How can I register to attend?

Registration is by invitation only.


What is Reinventing Financial Services 2019: Leading the future-ready enterprise?

See how the transformation imperative is now the imperative of the entire enterprise. The challenge to leaders of top financial services firms is to build operating models that are ready for anything.

Bridget van Kralingen | Keynote: Architecting the Future-Ready Enterprise

IBM SVP Global Industry Platforms, Bridget van Kralingen delivers the Reinventing Financial Services keynote, sharing insights on the future of financial services and the approach required to manage digital transformation.

Panel | Paradigms for the future: 5 technologies and how they’ll change business

Sameer Kishore, IBM General Manager - Financial Services Market, GTS North America, moderates a panel on the major technological shifts and their impacts to financial services institutions, with Shari Van Cleave, Head of Digital Labs, Wells Fargo; Kathryn Guarani, Vice President of Research, IBM; and Michael Scyphers, CIO Markel Corporation.

Panel | Talent Reinvention: Right talent, right skills, right now

Learn how financial services firms are rethinking talent, from attracting the right people to preparing staff for changing business models and technology.

Brett King | Experiential Banking

Watch this talk about disruptive technologies that help financial services institutions serve clients better and grow their businesses.

Robert Bauer | AIG’s Success with Practical Innovation

AIG Managing Director of Commercial Innovation, Robert Bauer offers insights into AIG’s bets, both large and small.

Randy Termeer | How One of America’s Most Innovative Companies Maintains Its Edge

Randy Termeer, USAA Senior Vice President of Auto Insurance, shares the inside view of how USAA perpetually maintains its edge.

Mark Foster | The Cognitive Enterprise

The next big shift in business architectures is becoming a “Cognitive Enterprise.” Learn how financial services institutions continually reinvent themselves for competitive advantage.

Fireside Chat: MetLife’s Platform Revolution with Marty Lippert

MetLife’s Executive Vice President and Global Head of Tech & Ops, Marty Lippert discusses with IBM General Manager of Strategy and Market Development, Shanker Ramamurthy the challenge and opportunities that comes with migrating from legacy core systems to a flexible cloud-based core architecture.