This is not your everyday business forum. The SAP Financial Services Forum will make sure you are ready to handle whatever 2013 throws at you. And 2015 for that matter...and 2020...

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Coffee break sponsored by:

Financial Services Forum North America

  Registration Open, East Promenade
  8:00 AM - 7:00 PM
  SAP Innovation Pavilion, Petit Trianon
  8:00 am - 7:00 pm
  SAP Partner Pavilion, East Promenade
  8:00 am - 7:00 pm
9:00 - 9:20 AM

Introduction and Welcome

Speaker: Eric Stine, Senior Vice-President, Financial Services, SAP Americas

9:20 - 10:30 AM
Bill McDermott, Co-CEO, SAP

Excelling in a Changing Global Economy

Eric Stine, Senior Vice President & General Manager, Financial Services , SAP North Americas
Andrew Gelb, Managing Director and North America Head of Treasury & Trade Solutions, Citibank

10:30 - 11:15 AM

The U.S. and World Economic Scene: Challenges and Solutions

Timothy Geithner, 75th United States Secretary of the Treasury
Moderator: Simon Paris, Global Head of Banking, SAP

11:15 - 11:30


11:30 - 12:15 PM

A Changing Economy: The Heightened Need for Diversity and Inclusion

Debbie Schmidt (Chief Operations Officer & Global Head of Transformation Office, Global Strategic Industries, SAP)
Mary Kay Vona (Principal, Advisory Services, Ernst & Young)
Erin O’Farrell-Lambert (Director - Global Software Sourcing, Citigroup)
Brigette McInnis-Day (Executive VP, Global HR Business Partner, Global Customer Operations, SAP)

Customer demographics are changing drastically - yesterday’s customer is not the consumer of today or tomorrow. During the next decade, over 1 billion women will come into economic power, representing the third largest emerging customer segment, followed only by the individual nations of China and India. Furthermore, Generation “Y” has different expectations for services and solutions that are very different from their parents’ expectation: “Gen Yers” want convenience and anywhere, anytime access. In order to grow business, organizations are challenged with understanding and responding to the demands of these new consumer segments.

Attend our panel to explore how companies can grow profitability and compete in the face of such diversity and change in customer segments and their respective expectations.

EMC Transforms IT & Finance with SAP

Speaker: Kate Parsons (VP SAP Platform, EMC)

SAP Cloud is among the hottest topics on the minds of SAP professionals. Virtualization offers significant savings in the cost of hardware and software and faster deployment and configuration of existing and new SAP landscapes, providing better and faster responses to changing business needs – especially for financial services applications. In this session, you'll hear from real customers who've done it: They challenged the status quo on virtualizing mission-critical applications and virtualized their entire SAP environment, experiencing great results for both IT and the business. Come hear from them on the migration process from a physical to a virtual SAP environment, lessons learned, best practices, and real results.

12:15 - 1:30 Lunch
1:30 - 2:00 PM

Building the High Performance Bank to Compete in Today’s Marketplace

Speaker: Kathy Burger (Editorial Director, Insurance & Technology, and Bank Systems & Technology)

Learn about developing systems that deliver the experience your customers demand while satisfying regulators and the expectations of your shareholders.

Capital Markets: At an Inflection Point

Speaker: E. Paul Rowady (Senior Analyst, TABB Group)

Firms engaging in financial markets are confronting key issues in the front and middle office due to the rising tide of regulations, reduced margins, and compressed budgets. TABB Group Senior Analyst E. Paul Rowady Jr. explores key industry trends and presents his commentary on how to leverage industry challenges and transformations into a competitive advantage.

Behavioral Economics and Insurance: Improving Decisions in the Most Misunderstood Industry

Speaker: Dr. Howard Kunreuther(Professor of Decision Sciences and Business, Wharton School, University of Pennsylvania) Ross Orrett(President and CEO, Camilion)

Howard C. Kunreuther is a professor of decision sciences and business and public policy at the Wharton School, and a member of the World Economic Forum’s Global Agenda Council on Insurance and Asset Management. Dr. Kunreuther will speak to the findings in his latest book, which examines the anomalies between the behaviors of individuals at risk, insurance industry decision makers, and policy makers at the local, state, and federal levels involved in the selling, buying and regulating of insurance.

2:00 - 2:30 PM

Leveraging Next-Generation Solutions to Improve Bank Efficiency

Speaker: Tom McAllister (Senior Industry Principal- SAP), Richard Walker (Principal- Deloitte Consulting)

How business processes and technology can dramatically improve efficiencies.

Financial Consolidation and Reporting: Eliminate Bottlenecks for a Faster Close

Speaker: Ranjit Prithviraj (Managing Director - IT/Finance, Fitch Ratings), Ted Luchsinger (Senior Industry Value Advisor, SAP)

Learn how to close the loop with integrated enterprise performance solutions and processes enabling stakeholders to share data, communicate, and collaborate.

Accelerating Speed to Market at CNA

Speaker: Steve Coryell (AVP Enterpirse Product Management, CNA Insurance)

CNA Insurance needed to increase the speed and agility with which they could bring products to market, while measuring their performance every step of the way. The resulting implementation has provided a best practice foundation for CNA’s ongoing product development process and real business transformation.

2:30 - 3:00 PM

Using Modern Technology to Improve Banks' Financial Performance

Speaker: Michael Hamby (Director – SAP Banking and Securities , Deloitte), Andree White-Snow (Senior Vice President, Program Management Executive, GT&O Finance Change Management & Technology, Bank of America), Mike Russo (SAP)

Find out how to leverage cutting-edge solutions to improve financial performance and mitigate systemic risk on an ongoing basis.

Capital Markets in the Cloud: Use Cases and Lessons Learned from Early Adopters

Speaker: Renee Caruthers (Financial Technology Writer and Wall Street & Technology Contributor)

Whether for risk analytics or for algo strategy development, cloud computing adoption is climbing and interest is significant. Over 66% of companies are using cloud platforms as a way to manage cost while making use of capacity on demand. Cloud computing also provides ideal solution to aggregate market data across various exchanges. In this session, we'll discuss opportunities and challenges in adopting cloud data platforms for capital markets.

Insurance in the Cloud: Introducing SAP Circular Authority

Speaker: Drew Birtwhistle (SAP Circular Authority, Camilion (an SAP Company))

Join us as we reveal the latest cloud technology for reducing complexity and cost across the insurance enterprise. We’ll unveil the world’s first and only cloud-based solution for ISO circulars. This unique solution was developed in close collaboration with U.S.-based insurers.

3:00 - 3:30 PM

Address Evolving Customer Expectations in an Omni-Channel Banking Environment

Speaker: Carl Snyder (Senior Industry Value Advisor, SAP) and George Colwell (Senior Industry Value Advisor, SAP)

We'll discuss how banks can drive better engagement and strengthen relationships with their customers in an omni-channel banking world.

The Real-Time Enabled, On-Demand Enterprise

Speaker: Jojy Matthew (Principal, Deloitte)

Firms are struggling to balance regulatory pressures with the removal of legacy technology to simplify and streamline processes - we'll discuss the business benefits of creating a unified platform for consistent analytics and data across front-, middle-, and back-office functions. In particular, this session will focus on using on-demand risk analysis and changing delivery models of market data as two key areas for providing both business benefit and supporting a simplified architecture.

Strategies for Improving the Customer Experience: Telematics and Usage-Based Insurance

Speaker: Paul-Andre Savoie (CEO, Baseline Telematics)

Explore the benefits and potential drawbacks of usage-based insurance (UBI) – for both customers and insurers.

3:30 - 3:45


3:45 - 4:00 PM

Platinum Sponsor Presentation

The Changing Face of Risk Management
Speaker: Gary Fink (Managing Director, Accenture)

Roundtable Peer to Peer Exchange
4:00 - 4:45 PM

Roundtable - How Can You Prepare to Address CCAR and Other Regulatory Challenges?

Facilitator: Adam Girling (E & Y)

Roundtable – Capital Markets in the Cloud

Facilitator: Melinda Wilson (SAP), Renee Caruthers (Wall Street & Technology)

Roundtable - Does Your Current Insurance Product Strategy Appeal to Millennials?

Facilitator: Clay Calhoun (Partner, ISG)

Roundtable – What Are the Best Ways to Engage Customers in the Omni-Channel Environment?

Facilitator: Carl Synder (Senior Industry Value Advisor), Dominic D'Ginto (PNC Bank)

Roundtable - Top-of-Mind Issues for Managing Risk in Capital Markets

Facilitator: Ted Luchsinger (Senior Industry Value Advisor)

Roundtable - The Model Insurer Company in 2021: What Will It Look Like, and How Do You Get There?

Facilitator: John Jacobson (Manager, Virtusa)

Roundtable – How Can You Drive Deeper Engagements with Your Corporate Customers?

Facilitator: Mark Quinlan (Applications Services Executive, HP Enterprise Services, Financial Services, HP Enterprise Solutions)

Roundtable – What Does the Future Hold for Capital Markets?

Facilitator: Sougata Datta (Financial Services Principal- SAP)

Roundtable - Successful Tactics and Technology for Reducing Claims Fraud

Facilitator: Uwe Hofstaetter (Solution Manager)

Roundtable - Is Your Cyber Security Evolving with Changing Customer Demands?
Facilitator: Todd Hawkins (Director, Identity Management Business Initiatives, CSC Financial Services ,CSC)

Roundtable - How to Measure Complexity in your Legacy Landscape
Facilitator: Kris Hansen (Managing Director, North America and Vice President, Architecture and Management Consulting, Axxiome)

Roundtable - Milestones to Ensure a Successful Go-Live and Effective Post-Go-Live Management?
Facilitator: Shay Dembicki (Vice President, US Financial Services Consulting)

4:45 - 5:00 PM

Closing Address

Networking Reception in the SAP Partner Pavilion

5:00 - 7:00 PM