chief information officer

1 Day Meeting

2015 Chief Information Officer Leadership Forum:
Spotlight on Financial Services

Sep 16, 2015

Overview

The role of the Chief Information Officer has greatly changed during the past few years. CIOs and IT leaders—who are now integral to accelerating their business’ growth—are tasked with driving value throughout the organization. They are consistently improving processes and workflow, accelerating time to market, and identifying new business opportunities. With the volatile economy, technology leaders have a unique opportunity to provide real business value by making decisions that will better position enterprises to succeed in upcoming years.

The Argyle CIO Leadership Forum: Spotlight on Financial Services in New York is bringing together leading CIOs, CISOs, CTOs, VPs, IT/Technology/MIS and IT leaders from the Financial Services Industry to discuss best practices and innovative technology strategies. The forum will focus on several areas including: “Leveraging cloud computing,” “Challenges associated with IT consumerization,” ”Optimizing talent management,” “The impact of social media on the IT department,” “Data security,” and “The changing role of the CIO.”

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Who Should Attend

Speakers

If you'd like to recommend a speaker, please email speakerinquiry@argyleforum.com

Jason Adair

Jason Adair

Area Director Sales

NetIQ

Mark Ashton-Rigby

Mark Ashton-Rigby

Co-CIO, Corporate Investment Bank

JP Morgan Chase

Mark Bannon

Mark Bannon

Senior Director Global Sales

Tibco Software

Martin Buis

Martin Buis

Chief Information Officer

Magnitude Capital

Paul Cao

Paul Cao

Head of Data Services

Wells Fargo Securities

Tom Crennan

Tom Crennan

Senior Director, IT

McGraw Hill Financial

Russ Currie

Russ Currie

Vice President, Enterprise Strategy

NetScout Systems

Joe Dell

Joe Dell

Chief Technology Officer & Chief Information Security Officer

Third Avenue Management

Rob DiGiaro

Rob DiGiaro

Chief Procurement Officer

Guggenheim Partners Asset Management

Maureen Faraci

Maureen Faraci

Global Lead - Market Data Application Strategies

Citigroup

Jerrod Gerth

Jerrod Gerth

Principal Solutions Architect

Alcatel-Lucent

Mark Harris

Mark Harris

Vice President of Corporate Marketing

Pluribus Networks

Gary Hoberman

Gary Hoberman

Executive Vice President and Co-Chief Information Officer

MetLife

Olin Honoré

Olin Honoré

Principal – Director of Information Technology

Hamilton Lane Advisors

Kate Hurley

Kate Hurley

Regional Chief Information Officer

CBRE Group, Inc.

Aaron Lepperd

Aaron Lepperd

Group Vice President | Enterprise Architecture

Bryn Mawr Trust

Alex McMullan

Alex McMullan

Field Chief Technology Officer

Pure Storage

Michael Mettenheimer

Michael Mettenheimer

VP Security & Privacy Solutions

Oracle

Aled Miles

Aled Miles

Executive Vice President of Global Sales

ForgeRock

Joshua Pemrick

Joshua Pemrick

Global Cloud Executive

Datapipe

Michael Pistiolis

Michael Pistiolis

Director, Financial Services

IntraLinks

Gary Plotkin

Gary Plotkin

Partner, FS Advisory Services

KPMG

Eli Sinyak

Eli Sinyak

Chief Operating Officer, Americas

HSBC

Klay Stack

Klay Stack

Managing Director, CTO

Marathon Asset Management

Carl Tsukahara

Carl Tsukahara

Chief Marketing Officer

Birst

Chris Van Wagoner

Chris Van Wagoner

Chief Strategy Officer

CommVault

Ramkumar Venkataraman

Ramkumar Venkataraman

Senior Vice President - IT Transformation Leader

Moody's Corporation

Stephanie von Friedeburg

Stephanie von Friedeburg

Chief Information Officer and Vice President, Information Management and Technology

World Bank Group

Chris Young

Chris Young

Director, Industry Strategy

Adobe

Agenda

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7:30am - 8:30am
Breakfast
8:30am - 8:35am 
Argyle Executive Forum Opening Remarks
8:35am - 8:40am
Introducing Mark Ashton-Rigby:
Gary PlotkinPartner, FS Advisory ServicesKPMG 
8:40am - 9:15am
"Innovation at Scale"
The presentation will focus on how JPMorgan Innovates at Scale.  Innovation is a key enabler allowing JPMorgan to respond to key industry drivers, including more demanding customers, regulatory requirements, the risk and threat landscape and intensifying margin pressures.  Examples of Innovation at Scale will be discussed across key areas of Technology: Digital, Data and Analytics, Security and Cloud. Mark Ashton-RigbyCo-CIO, Corporate Investment BankJP Morgan Chase 
9:20am - 9:40am 
Thought Leadership Spotlight Presented by Oracle
Fueled by a $288 billion black market for information, organizations are under attack. Organizations of all sizes and across industry have suffered massive data breaches in the past few years, financial institutions one of the most targeted. Acute awareness of this rising threat has led to earnest attempts by companies to protect the corporate boundary, yet is that enough? Organizations need to think beyond perimeter and network based security solutions. Join us to learn how you can protect your organization against a data breach. Michael MettenheimerVice President of Security and Privacy SolutionsOracle*Please note this session is off the record
9:40am - 10:00am 
Coffee Break
10:00am - 10:20am
Thought Leadership Spotlight Presented by Adobe
Chris YoungDirector, Industry StrategyAdobe
10:20am - 10:25am
Introducing
“Transforming the Business in the Radically Connected World”Mark HarrisVice President of MarketingPluribus Networks
10:25am - 11:15am
Panel Discussion
“Transforming the Business in the Radically Connected World”

Session topics include, but are not limited to:

  • What new requirements and trends are emerging for enterprise applications? What new technologies are being developed for accelerating applications?
  • As the amount of information traversing the network grows at incredible rates, how are databases and infrastructure responding?
  • Why are storage requirements becoming a bigger focus for most enterprise companies?
  • How are companies monitoring this traffic?
  • How are organizations predicting customer behavior, and are there any initiatives around recommendation, personalization etc.
  • How do organizations establish baselines for predicting customer behavior?
  • How do companies plan for growth and enhanced service levels of their infrastructure?
  • How have applications and network performance transformed the way companies need to look at IT standards to better business?
  • What best practices are being implemented to ensure success?
  • How do mitigate risk in a fully connected world?
Moderator:Rob DiGiaroChief Procurement OfficerGuggenheim Partners Asset ManagementPanelists:Paul CaoHead of Data ServicesWells Fargo SecuritiesRuss CurrieVice President, Enterprise StrategyNetScout SystemsMaureen FaraciGlobal Lead – Market Data Application StrategiesCitigroupAlex McMullanField Chief Technology OfficerPure StorageRamkumar VenkataramanSenior Vice PresidentMoody’s Corporation
11:20am - 11:40am 
Thought Leadership Spotlight Presented by ForgeRock
Aled MilesExecutive Vice President of Global SalesForgeRock
11:40am - 11:55am
Coffee Break
11:55am - 12:00pm
Introducing
“The Strategic CIO in 2015”Jason AdairArea Director SalesNetIQ
12:00pm - 12:50pm
Panel Discussion
“The Strategic CIO in 2015”

Session topics include, but are not limited to:

What are some best practices that CIOs can utilize with regards to building an effective IT strategy?
  • How is your team going about building a detailed road map that aligns with long-term business initiatives?
  • What are some of the most important factors and risks to consider when implementing new programs?
  • Which executive team members are you collaborating with most? How has this evolved over the past few years, and how do you foresee these relationships continuing to shift?
  • How will the IT’s role within the organization continue to evolve in coming years?
  • How are you and your team enabling the organization to better understand and act on real-time data?
  • Specifically, what are some best practices that have helped your team gain valuable business insights from data?
  • What are some of the new trends and technologies that have influenced the organization’s customers’ behavior in recent years? How has your team helped the organization adapt to these changes?
  • How important is it to have a solid information governance foundation in place in the modern digital environment?
  • Have you played a role in helping your organization develop an information governance foundation?
  • What are some of the challenges involved in developing an information governance framework, ranging from the critical first step of obtaining program sponsorship across functions, to strategic planning challenges, to tactical issues related to change management?
  • Can analytics solve an organization’s information governance woes?
Moderator:Tom CrennanSenior Director, ITMcGraw Hill Financial Panelists:Martin BuisChief Information OfficerMagnitude CapitalKate HurleyRegional Chief Information OfficerCBRE Group, Inc.Eli SinyakChief Operating Officer, AmericasHSBC Carl TsukaharaChief Marketing OfficerBirstChris Van Wagoner Chief Strategy OfficerCommVault 
12:55pm - 1:15pm
Thought Leadership Spotlight Presented by Datapipe
Joshua PemrickGlobal Cloud ExecutiveDatapipe 1:15pm – 2:15pm

Lunch

2:15pm - 2:35pm
Thought Leadership Spotlight Presented by Alcatel-Lucent
Jerrod GerthPrincipal Solutions ArchitectAlcatel-Lucent
2:40pm - 3:30pm
Panel Discussion
“Becoming the Modern I.T. Organization” 

Session topics include, but are not limited to:

What are some of your key digital technologies that are or going to transform your business?
  • Are your devices helping to create a streamlined organization that thrives on mission-critical content or are they creating more document access headaches?
  • What are some best practices when balancing the needs of information security in a world where collaboration and sharing is a business requirement? 
  • What are some key things to remember when looking at vendor risk management?
  • Why is it more important than ever for executives to have a controlled, collaborative way to securely share information outside their organization?
  • With all of the increasing burdens on the financial services industry, what are some of the ways organizations are looking to take control with a more structured, collaborative process for collecting, refining, and submitting regulatory information?
  • How does your data strategy impact business initiatives in every aspect of the business – customers, engagement and execution?
  • What are important strategies and tactics needed to support in today’s society for IT deployment?
  • How do you break the 80/20 rule of keeping the lights on to drive customer-centric innovation?
  • How do you capitalize on the growth of data?
  • How do you leverage the new economics of flash storage?
  • What are best practices when it comes to dealing with open source? 
Moderator:Olin HonoréPrincipal – Director of Information TechnologyHamilton Lane AdvisorsPanelists:Mark BannonSenior Director Global SalesTibco SoftwareJoe DellChief Technology Officer & Chief Information Security OfficerThird Avenue ManagementAaron LepperdGroup Vice President | Enterprise ArchitectureBryn Mawr TrustMichael PistiolisDirector, Financial ServicesIntraLinksKlay StackManaging Director, CTOMarathon Asset Management
3:30pm - 3:45pm
Coffee Break
3:45pm - 4:20pm
Gary Hoberman
Executive Vice President and Co-Chief Information OfficerMetLife
4:25pm - 5:00pm 
"Building IT Solutions for Worst-Case Scenarios"
For World Bank Group CIO Stephanie von Friedeburg, enabling World Bank staff to address the world's most complex development problems means providing transformative IT solutions to over 16,000 employees in 220 country offices, often located in the most difficult areas of the world. From moving the organization to the cloud to increasing bandwidth in Afghanistan, Stephanie will talk about developing an IT strategy that allows World Bank staff the ability to access information anytime, anywhere as they work to fulfill the mission of eliminating extreme poverty in our world. Stephanie von FriedeburgChief Information Officer and Vice President, Information Management and TechnologyWorld Bank Group 
5:00pm - 5:05pm
Argyle Executive Forum Closing Remarks
5:05pm - 6:05pm
Closing Reception 

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