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Venue

Hilton Boston Back Bay
40 Dalton Street
Boston, MA 02115

Web Seminars

Know More, Collect More: Best Practices for Contact Strategies

Key Trends in Retail Banking: Multi-Channel Strategies that Work in Today's Economy

Rebuilding Trust in Investment Management

More Web Seminars >>

Conference Agenda

Tuesday, November 16, 2010

8:00 AM - 8:15 AM
Co-Chair Welcome and Opening Remarks
Catherine A. Allen, Chairman & CEO, THE SANTA FE GROUP
8:15 AM - 9:00 AM
KEYNOTE ADDRESS: Regulatory Reform and the Transformation of Risk Management
John Carey, Chief Administrative Officer, CITIGROUP
9:00 AM - 10:15 AM
PANEL: Implications of Regulatory Reform for Risk Management – Several Perspectives
Moderator: Deborah Prutzman, Chief Executive Officer, THE REGULATORY FUNDAMENTALS GROUP
Panelists: Susan Keating, President and CEO, NATIONAL FOUNDATION FOR CREDIT COUNSELING
Panelists: Steve Malphrus, Staff Director, FEDERAL RESERVE BOARD
Hugh Kelly, Principal and National Lead - Bank Regulatory Advisory, KPMG, LLP
John Carey, Chief Administrative Officer, CITIGROUP
10:15 AM - 10:45 AM
Networking and Refreshment Break in Exhibit Hall
10:45 AM - 12:00 PM
PANEL: Risk Management 3.0 A Broader and More Holistic Approach in a More Complex Environment
Panelists: Jane Carlin, Managing Director, Global Head of Operational Risk, Business Continuity, Information Security, Risk and Insurance Management, MORGAN STANLEY
Panelists: Claudia Russ Anderson, Executive Vice President, WELLS FARGO RETAIL BANK
Panelists: Annie Searle, Principal, Annie Searle & Associates LLC, FORMER TECHNOLOGY CRO, WASHINGTON MUTUAL
12:00 PM - 12:30 PM
Small Group Discussions: Impact of Financial Reform on Attendee Firms
12:30 PM - 1:45 PM
Networking Lunch
1:45 PM - 2:45 PM
Disruptive Technologies' Impact on Risk Management
Edie Weiner, Futurist, WEINER, EDRICH, BROWN, INC.
2:45 PM - 4:00 PM
PANEL: Social Media in the Age of Risk
Moderator: Janey Place, Senior Consultant, THE SANTA FE GROUP
Panelists: Richard Levick, President and CEO, LEVICK COMMUNICATIONS
Richard Bradfute, Chief Information Officer, JAMES POLK STONE COMMUNITY BANK
4:00 PM - 4:30 PM
Networking Break
4:30 PM - 5:00 PM
Small Group Discussion: Social Media
5:00 PM - 6:00 PM
Networking Reception

Wednesday, November 17, 2010

8:00 AM - 8:15 AM
Welcome and Day 1 Recap
Rebecca Sausner, Editor-in-Chief, BANK TECHNOLOGY NEWS
8:15 AM - 9:00 AM
KEYNOTE: Cybersecurity Threats
Lee Zeichner, Founder and President, ZEICHNER RISK ANALYTICS LLC
Susan Koski, MD and Manager, Risk Assessments, Global Operations and Technology Risk Management, BNYMELLON
9:00 AM - 10:15 AM
PANEL: Mobile and other New, Emerging and Disruptive Payments Technologies
Moderator: Gary Roboff, Senior Consultant, THE SANTA FE GROUP
Panelists: Lisa White, Senior Director, SYNOVUS PAYMENT SERVICES
Elliott Glazer, Chief Information Officer, HUNTINGTON NATIONAL BANK
Julie Saville, Vice President, Product Management, STAR
10:15 AM - 10:30 AM
Networking Break
10:30 AM - 11:15 AM
REGULATOR PANEL: Disruptive and Emerging Technology Risk & Risk Management 3.0
Moderator: John Carlson, Managing Director, MORGAN STANLEY
Panelists: Doug Foster, Bank Information Technology Specialist, OCC
Loretta Garrison, Senior Attorney, Division of Privacy and Identity Protection, FEDERAL TRADE COMMISSION
11:15 AM - 12:00 PM
Town Meeting: Where do We go From Here?
12:00 PM -
Closing Remarks: Town Meeting Recap and Next Steps
Catherine A. Allen, Chairman & CEO, THE SANTA FE GROUP
12:15 PM -
Summit Adjourns