8:00 AM - 8:45 AM

8:45 AM - 9:00 AM

9:00 AM - 9:45 AM

Business process management is traditionally motivated by cost savings and improved efficiencies. While cost saving and efficiency grow more important, BPM deployments remain limited in scope and application. Financial services organizations are being fundamentally reshaped by technology trends and operational adjustment forcing a new reality. BPM scholars, practitioners, and leaders are called upon to incorporate the opportunities these new reality creating trends present into current and future BPM installations. This discussion will provide the brain-food for leveraging the trends creating said new reality. Topics include Big Data, Cloud, Mobile, the Social Consumer, Collaboration, Future Leadership Theory, Innovation, a new Vendor Landscape, the Modern Operating Model, and BYOD.

Richie Etwaru COO Group Technology - Platform Services UBS

9:45 AM - 10:30 AM

In an evolving market, adhering to regulatory requirements and improving productivity are critical to the success of any financial services organization. Many businesses are turning to BPM process and workflow features to eliminate the time-consuming, manual tasks of generating evidence necessary for auditors to perform their audits. Streamlining and automating auditing processes addresses a common challenge in the industry, where thousands of audits are taking place and little insight is shared on the performance of these audits. This session will include insights on how the automation and accurate mapping of audits ultimately results in higher quality information and, subsequently, reduced audit error rates. BPM and decision management capabilities position organizations to improve internal processes and meet compliance needs.

Anant Gupta Vice President, BPM & Connectivity Prolifics

Hanna Aljaliss BPM Technology Manager Prolifics

10:30 AM - 11:00 AM

11:00 AM - 11:45 AM

The golden ticket for business value is not bringing external social media into the workplace, it is bringing work into the realm of social technology. Financial service institutions can turn the Social and Mobile revolution into real business value by bringing measurable meaning to social in the enterprise. Institutions must allow access and action to corporate data from any mobile device. The efficiency of the organization will be driven by integrating work automation and social collaboration in a single user experience. Worksocial brings market-leading innovation to fast-changing industries such as financial services where flexibility and the ability to respond quickly to market changes are paramount.

Malcolm Ross VP Product Marketing Appian Corporation

11:45 AM - 12:30 PM

In a complex marketplace in which every vendor claims to provide a comprehensive BPM solution, it can be challenging to select the right BPM partner. The key is to accurately assess your organization’s maturity for BPM and implement accordingly. In fact, many BPM deployment failures result from a poor match between the financial services organization and the third-party provider. Marrying the right BPM solution with the right strategic partner can help organizations achieve competitive advantage and improved operational efficiency. This session will include insights on how financial services organizations have successfully evaluated and chosen a BPM provider, pitfalls in the selection process and how to avoid them, and managing ongoing vendor relationships.

Arindam Mukhopadhyay Global Head - Strategy & Reengineering Citi Shared Services	Mike Bishof Former President and CEO Independence Capital Partners
Nathanial Palmer BPM Practice Director SRA International, Inc.	Shayna Joson Managing Director, Head of Americas Program Planning and Execution Societe Generale

12:30 PM - 1:15 PM

1:15 PM - 2:00 PM

Financial services organizations are complex, diverse, and often global businesses with data volumes that continue to grow significantly; however, this data is likely trapped within geographically dispersed siloed networks. In a quickly changing environment and volatile marketplace, improved data management and process intelligence is critical for financial services organizations to gain an accurate picture of their operations and make critical decisions. Adopting a process-driven approach to data management in combination with appropriate compliance practices ensures that all checks and audit trails are carried out in a streamlined and automated fashion. During this session, industry experts will discuss how organizations are integrating data and processes to gain strategic advantage.

Fareed Saeed Vice President of Product Management XTRAC Solutions

Andrew Bronneck Vice President of Business Process Management National Financial

2:00 PM - 2:30 PM

Working through the challenges and opportunities of establishing a BPM Specific COE for large and small organizations. The advantages include establishing standards for; project management, code development, review and storage, vendor management, project review and prioritization along with budgets. Challenges include; working with multiple products some external some home grown, working with multiple partners and internal development teams, communication to a global organization, technology and business relationships.

• Why establish a BPM COE
• Roles and Responsibilities
• Defining guidelines for project management, code development and code storage
• Working with multiple vendor partners
• Global awareness and communication
• Old and new applications

Tim Burns Director of Enterprise Workflow Solutions Citi

2:30 PM - 3:15 PM

Mahindra Satyam’s FASCIA is an endeavor towards creating visibility of transactions as it flows through an enterprise.

• End to End tracking of business transaction
• Identifies & Alerts SLA breach, transaction errors, load breach and dropped transaction
• On-demand tracing - for gathering more data about a problem situation
• Data Enriched Console- with a context specific access to logs and resolution rules and user friendly administrative features. Also available are business friendly reports for Admin, Business Senior Management and other stake holders
• Customizable & Extendable frameworks suitable for enterprise needs

Elangovan Thingaran Vice President of BPM Mahindra Satyam

2:45 PM - 3:00 PM

3:30 PM - 4:00 PM

It is a universal truth that businesses that take an integrated approach to BPM and SOA achieve greater agility. For fast-changing industries such as financial services, flexibility and the ability to respond quickly to market changes is an incredible asset. Achieving agility requires transforming rigid, siloed processes into highly nimble interconnected processes that support innovation, enhance business value, and optimize productivity. This session will provide best practices for implementing BPM in a Service-Oriented Architecture (SOA) environment and success stories of leading firms within the industry.

Arthur Drake Head of Transformation Management AIG Benefit Solutions

4:00 PM 4:45 PM

The financial services industry continues to address the challenges brought on by unprecedented market changes and stringent regulations. Effective risk management is front-and-center and leading financial services organizations are creating robust risk management frameworks and models that align with their business process systems in order to identify potential operational risks. During this session, speakers will share their insights on how linking business processes with risk models enables them to not only mitigate risks but develop greater visibility and maintain a comprehensive audit trail.

Moderator - Mike Bishof

Vinod Jain Vice President, Transformation Strategist BNY Mellon	Mike Bishof Former President and CEO Independence Capital Partners
Ron D’Vari CEO & Co-founder NewOak Capital LLC	David Krueggeler Head of Group Risk Control and Capital Management USA Commerzbank AG

5:00 PM