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Face-to-Face Events:
May 11, 2010
Accelerating Wall Street 2010
October 3-6, 2010
Bank Systems & Technology Executive Summit 2010
October 17-19, 2010
Advanced Trading's Buy-Side Trading Summit 2010
May 11, 2010
Accelerating Wall Street 2010
October 3-6, 2010
Bank Systems & Technology Executive Summit 2010
October 17-19, 2010
Advanced Trading's Buy-Side Trading Summit 2010
Online Events:
March 25, 2010
Core Banking Modernization: The Path to a More Agile Enterprise
March 25, 2010
Core Banking Modernization: The Path to a More Agile Enterprise
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Product Agility – The Right Product at the Right Price for the Right Customer: Rethinking Product Development and Bundling This timely Executive Roundtable will examine what it takes to implement a successful approach to enterprise product agility including product bundling and asset retention – and how an enterprise product lifecycle management strategy can enable product agility and collaboration, driving growth by helping banks develop relevant products for the right customers ahead of the competition at speed and volume. Join other senior banking executives to discuss the challenges of introducing bundled product offerings without getting bogged down by data or process complexity. For more information and to register, click here.
March 09, 2010
Sponsored by CamilionNew York, NY *This event is open to senior financial services technology executives only and therefore not open to vendors. Event producer/sponsor reserves the right to qualify and deny any interested party.  Bank Systems & Technology's Executive Summit Emerging from the Crisis At this 4th Annual Executive Summit, senior-level bank executives will gather to network, learn and share the best practices and strategies that are helping them lead their organizations out of the downturn and into the future of banking.For more information, email banktech@techweb.com
October 4 - 7, 2009
*Registration is limited to executives from banks/financial institutions. Event producer reserves the right to qualify and deny any interested party.
Pasadena, CA Global Financial Services Lean IT: Seize the Moment Cocktail Reception Join special guest Martin Wolf, Chief Economics Commentator, Financial Times; James Hodge, SVP and Treasurer, CA; and your esteemed colleagues for this exclusive invitation-only cocktail event after Sibos, Hong Kong. For more information, email banksystemsandtech@techweb.com
September 15, 2009
*Event producer reserves the right to qualify and deny any interested party. Hong Kong Surviving & Thriving in 2009: IT Transformation in Financial Services Senior technology executives have quickly trimmed budgets and are working to transform, simplify and rationalize their organizations — all while CIOs continue to innovate and support day-to-day business needs. High on the priority list is moving from a traditionally siloed, vertical IT structure to a more horizontal, utility model that can support larger portions of the business. Join a group of senior financial services technology executives during this exclusive roundtable discussion as they meet to discuss the opportunities for IT transformation and, most importantly, the ways to achieve these goals. For more information, please contact Wall Street & Technology Events, at wallstreetandtech@techweb.com or Editor-in-Chief, Greg MacSweeney, at gmacsweeney@techweb.com.
July 14, 2009
Sponsored by WiproNew York, NY *This event is open to senior financial services technology executives only and therefore not open to vendors. Event producer/sponsor reserves the right to qualify and deny any interested party. Accelerating Wall Street 2009 Extreme Low Latency for Electronic Market Leaders Hardware acceleration, multi-core processing, complex event processing, virtualization and every type technology in the data-latency sensitive lifecycle are being squeezed for every last millisecond of speed. Accelerating Wall Street 2009 brings the industry's top business technologists together to discuss the realities, capabilities and expectations surrounding the technologies that are shaping the next generation of Wall Street firms. www.wallstreetandtech.com/accelerate2009/
March 18, 2009
Sponsored by: Exegy & Volante Tech NYC *Registration not open to Vendors or Consultants. Financial Firms Need to Reduce Application Latency for Increasingly Global Client Base Now more than ever, Wall Street firms will need to meet the needs of global customers if they want to survive. They will need to develop new strategies and architectures to deliver services to employees, clients and partners whether they are in Manhattan or Minao, whether they are on the trading floor or the clients' site. This Forum will bring together technology and business managers to discuss strategies for delivering global Web-based applications.
December 09, 2008
Sponsored by: AkamaiNew York, NY *Event sponsor reserves the right to qualify and deny any interested party. Avoiding the Mobile Blind Spot: Enhanced Security for the Wireless Workplace The use of wireless and mobile devices is growing dramatically in financial services, as banks seek to capitalize on the flexibility, efficiency and responsiveness that wireless technology provides their organizations. Yet as wireless technology becomes more pervasive within banking, the potential security risks also are increasing. Participants at this Executive Roundtable will discuss technology developments that can help banks reduce the risks of data breaches and improve the ways the define and manage mobile/wireless-related assets.
October 28, 2008
Sponsored by: Sprint & CiscoNew York, NY *Event sponsor reserves the right to qualify and deny any interested party.  Bank Systems & Technology's 3rd Annual Executive Summit Competing in a Borderless World At the third annual Bank Systems & Technology Executive Summit -- an exclusive, invitation-only networking event -- senior executives/technology decision-makers from visionary financial institutions will come together with some of the industry's most innovative technology solutions providers to brainstorm and learn about the technologies, trends and risks that are transforming banking www.banktech.com/summit2008
October 19-22, 2008
*The Summit attendance is limited to executives from banks/financial institutions. Event producer reserves the right to qualify and deny any interested party. Phoenix, Arizona Navigating the New World of Risk on the Street In the wake of the $404 billion-plus in asset write-downs and credit losses that large banks and securities firms have reported in the past year and the collapse of Bear Stearns, Federal Reserve Chairman Ben Bernanke has called for “a more robust framework” for the supervision and regulation of Wall Street firms. Firms themselves are much more risk-conscious and risk-averse as a result of the subprime and CDO crises. This roundtable will provide a private, off-the-record opportunity to vent and to share best practices among your risk-management peers.
October 07, 2008
Sponsored by: SASNew York, NY *Event sponsor reserves the right to qualify and deny any interested party. Bank Systems & Technology Executive Breakfast Risk Management Models: Forging a New Approach This Roundtable will address the "new" challenges involved in developing and maintaining credit risk models that will allow banks not only to survive the current credit environment, but also allow banks to provide key insights into portfolio trends and customer behaviors. What will be the practices required in either providing credit to a new applicant or rescoring a current customer and what is the forthcoming regulatory impact? What are the new definitions of risk within a retail/consumer or mortgage lending operation? Reserve your seat now for this off the record discussion.
July 16, 2008
Sponsored by SASNYC *Event sponsor reserves the right to qualify and deny any interested party. Bank Systems & Technology Executive Breakfast Series "Bringing it all Together" - Real Enterprise Fraud Management for Banking Fraud continues to proliferate across financial institutions, through multiple lines of business and banking channels. Increasingly sophisticated criminal tactics and the proliferation of organized crime rings make detecting fraud difficult and preventing it nearly impossible. During this Roundtable discussion, we will identify and share best practices and ideas around the prevention, investigation, and detection of possible fraudulent activities. Reserve your seat now for this off the record discussion.
June 18, 2008
Sponsored by SASNYC *Event sponsor reserves the right to qualify and deny any interested party. Insurance & Technology's 9th Annual Executive Summit 2007 The premier event for insurance executives! Three days of education, interaction and networking with the insurance industry's top decision-makers. Sponsorships still available! Space is Limited! This exclusive, invitation-only networking event will provide focused networking and educational opportunities to insurance executives in an unmatched resort environment. The Executive Summit agenda combines conference/seminar presentations, scheduled recreation (golf, tours, etc.), and social events (receptions, 2007 Elite8 awards ceremony).
November 4-7, 2007
*Please note that attendance at Insurance & Technology events is limited to insurance company/carrier executives. Event producer reserves the right to qualify and deny any interested party. Arizona The Future of Enterprise-Level Mobility In Financial Services: Balancing Increased Mobile Usage With Enterprise Data Security Sponsored by Sprint and Windows Mobile Join us for an executive event, moderated by the editors from Wall Street & Technology, Bank Systems & Technology and Insurance & Technology, hear how other Financial Firms are meeting the challenge of securing enterprise-level applications and data for their mobile users.
October 11, 2007
New York, NY Bank Systems & Technology Executive Summit Banking 2.0: The New Generation of Competition At the second annual Bank Systems & Technology Executive Summit - an exclusive, invitation-only networking event - senior executives/technology decision-makers from visionary financial institutions will come together with some of the industry's most innovative technology solutions providers. They will share ideas, explore growth opportunities, and gain understanding of the essential technologies and strategies that can help banks achieve the organizational transformation required for profitable growth in the 21st century, in an unmatched resort environment. For more information, please send an email referencing this event to banksystemstandtech@cmp.com
September 23-26, 2007
*Please note that attendance at this Bank Systems & Technology event is limited to executives from banks/financial institutions. Event producer reserves the right to qualify and deny any interested party.Arizona Executive Peer Roundtable Payments Series - Part IV The New Payments Products and Services - Beyond the Hoopla to Revenue Generation Sponsored by Sterling Commerce As cash and checks slowly become passé, the opportunities around electronic forms of payments abound. Both consumers and commercial customers all realize the benefits of e-payments and are adopting them in lieu of more traditional means for buying what they need—to varying degrees, of course. From mobile payments to contactless payments to services that help banks differentiate on the corporate payments side, the payments world is flourishing with new and innovative ideas. The challenge for banks is not just to stay ahead of the curve in terms of payments product innovation -- but also to figure out ways to generate revenues and market share growth from these technology investments.
September 12, 2007
To register, click here.For more information please email banksystemsandtech@cmp.com *Please note that attendance at this Bank Systems & Technology event is limited to executives from banks/financial institutions. Event producer reserves the right to qualify and deny any interested party. Executive Peer Roundtable Payments Series - Part 3 Taking Commercial Payments to the Next Level with Financial Supply Chain Mgmt These days, it seems almost every company, no matter how small, has a foot somewhere in the global commerce arena. They seek suppliers in lands near and far hoping to win the best deal for themselves. However, with the technology on the market today, it is becoming both simpler and more complicated to play on the world stage. Financial institutions have an opportunity to help their commercial clients better operate in a world where deadlines are shrinking from days to mere seconds. At our third of a series of payments-related roundtables, we will discuss ways in which financial institutions, both large and small, can exploit the financial supply chain management concept to the benefit of themselves and their clients:
June 07, 2007
Sponsored by Sterling CommerceNew York City *Please note that attendance at this event is limited to executives from banks/financial institutions. Event producers reserve the right to qualify all interested parties Taking eFraud out of eBanking: Preventing Identity Fraud in Financial Services Hosted by Arcot Join us on Wednesday, June 6 to hear from the "World's Most Famous Hacker", Kevin Mitnick and gain a clear understanding of the threats you face and the latest thinking in protecting your users' identity. Click Here to Register
June 06, 2007
New York, NY Executive Peer Roundtable Data Security & Privacy Series – Part 1 The Data Security & Privacy Peer Roundtable is a peer-to-peer group that will work to identify, discuss and find solutions to one of the financial industry's most pressing challenges — securing transaction and customer data from phishers, hackers and other cyber criminals. The quarterly roundtable, comprised of CISOs, CPOs, CIOs and other data security experts, will look at data security concerns, as well as the risks that are constantly growing and shifting. Also attending the roundtable will be FBI Special Agent Timothy O'Brien and FBI Computer Scientist Thomas Kiernan from the New York Office of the FBI's Computer Crimes Squad. Agents O'Brien and Kieran will discuss some of the latest trends and crime data that the FBI has compiled. To register, click here. For more information, please send an email referencing this event to wallstreet&tech@cmp.com
June 05, 2007
Produced by Bank Systems & Technology and Wall Street & TechnologySponsored by Bearing Point *Please note: the event producer reserves the right to qualify and deny any interested party. Payments Executive Peer Roundtable Series: Part 2, Remote Deposit Capture: It's More Than Just the Convenience Technology that is capable of digitizing checks has been around for several years. However, it was not until the passage of Check 21 three years ago that the industry has really seen a surge in the usage of check capture devices. Remote deposit capture (RDC) has enabled banks to provide a simpler, quicker method for depositing checks for their commercial customers. In some cases, this technology is even moving to the retail customer side. Yet, RDC is about more than the convenience. For more information send an email to banksystemsandtech@cmp.com Sponsored by Unisys New York City
March 08, 2007
Payments Strategies Executive Roundtable Series: Part 1 Creating an Enterprise Payments Architecture The payments business is becoming more complex, competitive and high-stakes -- which is presenting banks with numerous challenges and opportunities. Financial institutions are facing difficult and potentially costly decisions about everything from product innovation to security to operational proficiency to regulatory compliance. By participating in BS&T's new Payments Peer Group -- a select community of senior bank payments executives, who will meet quarterly in an off-the-record, open forum setting to address the most critical issues in banking -- you will gain insights as to today's best practices and tomorrow's big challenges. New York City
December 05, 2006
Achieving Customer-Centricity in Retail Banking What do retail banks need to do to increase wallet share of their customer bases and improve customer retention – and profits? Join BS&T and Tibco for this complimentary Executive Roundtable where you can share ideas & questions with your peers as you address the challenges of creating infrastructure, processes and resources that support a strategy of customer-centricity. Hear how retail banking leaders are becoming more competitive and efficient by taking an architecture-focused approach to achieving customer-centricity. Featuring insights from Jacob Jegher, Senior Analyst, Banking, Celent, this discussion will enable insights into the importance of channel integration, service-oriented architecture, business process management and workflow in addressing key steps to customer-centric banking. Toronto, Ontario
October 24, 2006
Beyond SOA: Reaping the Benefits of Enterprise Services Architecture BS&T, SAP and Accenture invite you to participate in a complimentary Executive Roundtable where you will gain insights into a fundamental architecture shift that has the potential to transform banking – not only in the processing of transactions and data, but also in terms of core banking applications. Explore what it takes to reap the benefits of a simplified, standards-based architecture that can reduce the number of disparate processes, procedures and systems. Gain knowledge to help you achieve operational simplicity, execution mastery and the ability to differentiate in a competitive, commoditized market. Learn how to manage the risk and take a staged, results-oriented approach to SOA and ESA. San Francisco - Oct. 17 Chicago - Oct. 18 Charlotte - Oct. 20
October 17, 18 & 20, 2006
The Bank Systems & Technology Executive Summit The Transformation Imperative 9/17/06 - 9/19/06 La Quinta Resort & Club - Palm Springs, CA Transformation and change are not new challenges for the banking industry, but the rate of change is accelerating dramatically. How can banks turn today's challenges into tomorrow's opportunities and successes? What kinds of skills, partners and insights do bankers need to help their institutions meet these challenges and achieve transformation? At this exclusive, three-day, invitation-only summit, senior executives/technology decision-makers from visionary financial institutions will come together with some of the industry’s most innovative technology solutions providers to share ideas, explore growth opportunities, and gain understanding of the key technologies that can fuel and enable outstanding performance. The Executive Summit is comprised of conference sessions, one-on-one vendor meetings and networking-focused social activities.
9/17/06 - 9/19/06
Wealth Management: Using Analytics to Create a Competitive Advantage Financial services firms sit on a treasure trove of information about their customers, but few successfully leverage that information to grow their business or to uncover who are truly high-value clients. Join a select group of wealth management practitioners at this exclusive complimentary Executive Roundtable, hosted by BS&T, WS&T and SAS. Discuss how analytics can help wealth managers grow their business by examining customer and company data, industry trends and even current news events -- enabling sophisticated customer/channel segmentation, targeted product development and pricing, and customized marketing and distribution strategies. Learn how to utilize data to its full potential and make your wealth management strategy more data driven with a careful analysis of existing information. New York
August 17, 2006
Turning Customer Value into Competitive Advantage in Retail Banking Please join Bank Systems & Technology and SAS for this high-level executive forum. Now, more than ever, customer knowledge provides the path to profitable organic growth in retail banking. The key to creating a sustainable competitive advantage lies in a bank's ability to harness critical customer insights, which only that bank has about the customer, and then to act on that knowledge in ways that create intimacy with the customers who matter most. SAS will team up with executives from cutting-edge banks to discuss key findings from a new SAS/PRG banking survey and resulting white paper and the critical role that customer knowledge plays in differentiating your bank from the competition - the key to profitable organic growth. New York City
July 26, 2006
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BS&T's Elite CIOs Report: Technology Leadership in BankingBS&T's 2009 Elite 8 bank technology leaders, profiled in this special report, are rising to the challenges presented by tight budgets, an unsettled regulatory environment and untested new channels to seize opportunity amid crisis.
White Papers 