8:00

Registration and breakfast

8:45

Welcome and opening remarks

Brian Kelly

Event moderator: Brian Kelly

Editor & Chief Content Officer, US News & World Report

Dino Trevisani

Dino Trevisani

General Manager, US Financial Services Market, IBM

9:00

Keynote / Fireside (45 minutes)

The future with fintech: Building enduring competitive advantage together

The conversation with these prominent fintech/insurtech venture capital investors, will explore the new platform models that are bringing incumbents and fintechs/insurtechs together to reshape the future of the sector.

Hans Morris

Hans Morris

Managing Partner, NYCA

Matt Harris

Matt Harris

Partner, Bain Capital Ventures

9:45

Panel (45 minutes)

The C-suite imperative: The path to competitive advantage and transformation at scale.

This panel of c-level tech executives will discuss the changing role of the CIO/CTO, offering insight into how they collaborate with line-of-business peers to drive competitive advantage in financial services. Topics include modernization, new revenue from new platforms and the importance of collaboration.

Dave Bartoletti

Moderator: Dave Bartoletti

Vice President, Principal Analyst, Forrester Research

Amy Brady

Amy Brady

Chief Information Officer, KeyBank

Jeff Calusinski

Jeff Calusinski

Chief Technology Officer, USAA

Chris McCarthy

Chris McCarthy

Senior Vice President, Global Head of Enterprise Architecture and Advanced Infrastructure, State Street

Neal Ramasamy

Neal Ramasamy

Chief Technology Officer, New York Life

10:30

Coffee break (20 minutes)

10:50

Panel (30 minutes)

The incumbent's new era of the cloud-powered enterprise

Bank of America recently became the pioneering collaborator on the world’s first financial services-ready public cloud. This marks a shift in how banks can partner quickly and securely with access to a public cloud that addresses compliance, security and resiliency and delivers new value to customers, employees and shareholders.

Harish Grama

Harish Grama

General Manager, IBM Public Cloud, IBM

Judith Pinto

Judith Pinto

Managing Director, Promontory Financial Group

Christophe Boulangé

Christophe Boulangé

Cloud Director, BNP Paribas

11:30

Summit session 1 (45 minutes)

This year’s breakouts take a new approach to fostering a peer-to-peer conversation. The sessions are highly interactive, led by a moderator/host and two or three industry leaders. Each session will last 45 minutes, with the following agenda:

  • Session leader welcome and panelist introductions: 5 minutes
  • Opening statements: 5-8 minutes each, 15 minutes maximum
  • Session leader opening Q&A: 10 minutes
  • Audience Q&A and commentary: 15 minutes

The room set-up will be designed to encourage interaction, both between the audience and the session speakers, and among the members of the audience themselves. Below are the breakout tracks:

Building trust through the customer experience
Trust is a critical component of all customer relationships, both consumer and commercial, but building a relationship of trust goes beyond creating a secure environment.

Mike Soistman

Mike Soistman

Senior Vice President, Head of Enterprise Data Analytics & Reporting, Wells Fargo

Alarice Lonergan

Partner, DS&iX, Global Business Services, IBM

Ritesh Saraf

Ritesh Saraf

Vice President, Product, Technology & Customer Experience, State Farm

Mastering agile innovation

Principles of agile innovation are quickly becoming standard operational practice, driving business decision-making and operating model innovation. This session will help you learn how to stop “doing” agile and actually become agile.

Dave Castellani

Dave Castellani

Senior Vice President and Business Information Officer, New York Life

Jon Walheim

Vice President & Partner, Insurance Industry Leader, Global Business Services, IBM

Automation, AI, and the future of work

AI and related automation technologies like RPA, are proliferating rapidly in the workplace, creating opportunities for increased productivity, responsiveness and efficiency. In this session you’ll learn how organizations can prepare and manage this disruptive wave of change.

Ed Kelly

Ed Kelly

Chief Executive Officer and President, AAIS

Werner Kruck

Werner Kruck

Chief Operating Officer, Security First Insurance

12:15

Networking lunch (1 hour)

1:15

Executive panel (1 hour)

As urgency mounts for financial services to transform to stay competitive, models to help connect with customers and the future are critical. In this session, you’ll learn how to create world-class cultures that are mobilized for bold transformation.

Robert Reiss

Moderator: Robert Reiss

Founder & Chief Executive Officer, The CEO Forum Group

Jon Stein

Jon Stein

Chief Executive Officer, Betterment

Dino Trevisani

Dino Trevisani

General Manager, U.S. Financial Services Market, IBM

Debbie Calder

Debbie Calder

Chief Operating Officer, Navy Federal Credit Union

Trish Mosconi

Trish Mosconi

Executive Vice President, Business Strategy and Development, Synchrony Financial

Susan Neely

Susan Neely

President and Chief Executive Officer, American Council of Life Insurers

2:25

Summit session 2 (45 minutes)

This year’s breakouts take a new approach to fostering a peer-to-peer conversation. The sessions are highly interactive, led by a moderator/host and two or three industry leaders. Each session will last 45 minutes, with the following agenda:

  • Session leader welcome and panelist introductions: 5 minutes
  • Opening statements: 5-8 minutes each, 15 minutes maximum
  • Session leader opening Q&A: 10 minutes
  • Audience Q&A and commentary: 15 minutes

The room set-up will be designed to encourage interaction, both between the audience and the session speakers, and among the members of the audience themselves. Below are the breakout tracks:

Building trust through the customer experience

Trust is a critical component of all customer relationships, both consumer and commercial, but building a relationship of trust goes beyond creating a secure environment.

Dustin Cohn

Dustin Cohn

Head of Brand and Marketing, Consumer and Investment, Goldman Sachs

Penny Crosman

Penny Crosman

Editor-at-Large, American Banker

Mastering agile innovation

Principles of agile innovation are quickly becoming standard operational practice, driving business decision-making and operating model innovation. This session will help you learn how to stop “doing” agile and actually become agile.

Anthony Golia

Anthony Golia

Chief Architect, Red Hat

Noam Tasch

Noam Tasch

 Senior Vice President Digital Partnerships, BNY Mellon 

Mike Ziegler

Vice President Cloud and Software Sales, IBM

Automation, AI, and the future of work

AI and related automation technologies like RPA, are proliferating rapidly in the workplace, creating opportunities for increased productivity, responsiveness and efficiency. In this session you’ll learn how organizations can prepare and manage this disruptive wave of change.

Kausar Nawaz

Kausar Nawaz

Director, Global Head of Business AI, Citigroup

3:10

Coffee break

3:30

Keynote / Fireside (40 minutes)

Making transformation real

This session focuses on a successful transformation at scale. Learn what it takes to go big in incremental steps and where your company needs to be to be competitive now.

Camille Burkhart Portela

Camille Burkhart Portela

Chief Information Officer & Chief Digital Officer, Banco Popular

4:00

Closing keynote (35 minutes)

Leading ordinary people to extraordinary success

Leadership is the biggest difference between good performance and great performance. How do corporate leaders of all sized companies drive massive improvements in performance on a regular basis? Kevin Gaskell shares the methods, tools and practical techniques he’s acquired over 25 years as a renowned business leader to show you how to achieve lasting success.

Kevin Gaskell

Kevin Gaskell

Former Group CEO, BMW GB, Porsche GB, and Lamborghini GB

4:35

Closing remarks and cocktail reception