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

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.

Agenda and speakers

8:00 am

Registration and breakfast

8:45 am

Welcome and opening remarks

Dino Trevisani

Dino Trevisani

General Manager, Financial Services Market, IBM

Brian Kelly

Brian Kelly

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

9:00 am

Keynote: 1% Finished with David Brear, Chief Executive Officer

In the ever-changing financial services industry with the emergence of Fintechs and new technologies, it has become more important than ever for incumbents to make the right strategic decisions to retain their place in the ecosystem and keep growing. Financial services are still only 1% finished and the opportunities right now and in the coming years are huge. Understanding what truly digital capabilities mean, the jobs to be done, what it takes to deliver a truly digital proposition to market that your customers actually want (Minimum Lovable Product), are all key aspects of taking the right decisions moving forward, and a simple recipe to success for big incumbents against the Fintech threat.

David Brear

David Brear

Chief Executive Officer, 11:FS

9:30 am

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.

Sameer Keshore

Panel moderator: Sameer Keshore

General Manager, Financial Service, Global Technology Services, IBM

Jeremy Balkin

Panelist: Jeremy Balkin

Head of Innovation, HSBC

Julie Dilman

Panelists: Julie Dilman

Global Head of Operations, Chubb

Cefe Quesada

Panelist: Cefe Quesada

Managing Director, Global Technology Services, State Street

Luvleen Sidhu

Panelist: Luvleen Sidhu

Co-Founder, President & Chief Strategy Officer, BankMobile

10:15 am

Coffee Break

10:35 am

Keynote: A Look at Bradesco’s Digital Transformation

How does one of Brazil’s top incumbent banks become a disruptor?  Bradesco's digital transformation has helped the bank serve millions through new digital channels, its open banking strategy, and the launch of its digital bank, Next. Harnessing Cloud and AI technologies, Bradesco has been able to understand each customer better, use analytics to enable a digital strategy, and grow channels exponentially. This flexible architecture has laid the foundation for Bradesco as a platform, opening the bank to integrate with new applications and FinTech, securely.

Walkiria Schirrmeister Marchetti

Walkiria Schirrmeister Marchetti

Chief Information Officer, Bradesco

11:00 am

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.

Deb Bubb

Panel moderator: Deb Bubb

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

Sarah Mineau

Panelist: Sarah Mineau

Vice President, Operations – Human Relations, State Farm

Jennie Sparandara

Panelist: Jennie Sparandara

Head of Workforce Initiatives, JPMC

Julia Trujillo

Panelist: Julia Trujillo

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

Yvette Vargas

Panelist: Yvette Vargas

Executive Vice President, Head of Development, Citizens Financial Group

11:45 am

Networking lunch

1:00 pm

CEO panel with Robert Reiss

As financial services become increasingly competitive in our digital world, the winners will have models to help them connect with 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
Robert Reiss

Panel moderator: Robert Reiss

Chief Executive Officer, The CEO Forum Group

Chad Borton

Panelist: Chad Borton

President, USAA Federal Savings Bank

Tina Edmundson

Panelist: Tina Edmundson

Global Brand Officer, Marriott International, Inc.

Caroline Feeney

Panelist: Caroline Feeney

President Prudential

Jennifer Fitzgerald

Panelist: Jennifer Fitzgerald

Co-Founder & Chief Executive Officer,  PolicyGenius

Dino Trevisani

Panelist: Dino Trevisani

General Manager, Financial Services Market, IBM

2:00 pm

Breakout timeslot #1

Open banking: Strategy at the tipping point

When banks open their platforms to customers and third parties, innovations are unleashed that create enormous opportunity (and some threats). Under PSD2, European regulators have required banks to implement standard interfaces for payments and account authentication.   In the U.S., it's more of a free for all. Open Banking interfaces are enabling new partnerships and functionality, creating transformative customer experiences, and leading banks into new markets and business models which can empower customers way beyond basic financial transactions.  How can bank business leaders maximize their return on digital investments?  How should CIOs prioritize the capabilities and technologies needed to enable this transformation?  Our panel of industry experts will discuss how to respond to the Open Banking imperative, starting now.

Gil Brodnitz

Panel moderator: Gil Brodnitz

Partner, Digital Banking and Financial Markets, IBM

Holly Hynes

Panelist: Holly Hynes

Senior Vice President, Brand Strategy & Innovation, Huntington

Lowell Putnam

Panelist: Lowell Putnam

Head of Strategy, Plaid

Tara Welkley

Panelist: Tara Welkley

Managing Director, Head of Open Banking, Citi Consumer Banking

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 enterprise scale, and different ways to deploy them.

Mike Sha

Mike Sha

Co-Founder and Chief Executive Officer, SigFig

Peter Fishman

Peter Fishman

Senior Vice President, Head of Digital Investment Solutions, Citizens Bank

2:40 pm

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.

Elizabeth McCaul

Panel moderator: Elizabeth McCaul

Managing Director, Promontory Financial Group

Scott Essex

Panelist: Scott Essex

Executive Vice President, Chief Compliance & Ethics Officer, Citizens Bank

Melissa Koide

Panelist: Melissa Koide

Founder and Chief Executive Officer, FinRegLab

Jason Richards

Panelist: Jason Richards

Head of Head of Financial Crime & Compliance, HSBC

Beyond the technology: 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 must incorporate new organizational strategies, a vision for process innovations, and ways to combat bias.

Stuart Sackman

Stuart Sackman

Corporate Vice President, Head of Shared Services, ADP 

3:20 pm

Coffee break

3:45 pm

Keynote: Accelerating the enterprise-wide transformation with cloud

What does it mean to financial services institutions to move mission critical systems to the cloud? It means new opportunities to optimize work, improve customer interactions, and launch new business models. In this session, Arvind Krishna will share his thoughts on the planned IBM acquisition of Red Hat and explain how we have entered the next chapter of cloud — a chapter where flexibility, consistency and control are unleashing digital reinvention at enterprise scale.

Arvind Krishna

Arvind Krishna

Senior Vice President, Cloud and Cognitive Software, IBM

4:15 pm

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. 

Christian Ward

Panel moderator: Christian Ward

Chief Digital Officer, Source Media

Leigh Feldman

Panelist: Leigh Feldman

Managing Director, Promontory Financial Group

Tanya Madison

Panelist: Tanya Madison

Chief Privacy & Cybersecurity Counsel, TD Bank

Sheryl Ann Yamuder

Panelist: Sheryl Ann Yamuder

Global Chief Privacy Counsel, First Data

5:00 pm

Closing keynote: A call for the future-ready enterprise. 

Bob Lord

Bob Lord

Senior Vice President, Cognitive Applications, IBM

5:30 pm

Closing remarks and cocktail reception

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.