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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
NYC
Sponsored by SAS
*Event sponsor reserves the right to qualify and deny any interested party.
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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
NYC
Sponsored by SAS
*Event sponsor reserves the right to qualify and deny any interested party.
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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
Arizona
*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.
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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
Arizona
*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.
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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.
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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:
What is financial supply chain management?
What role do payments play in this concept?
How can banks expand their payments practices within financial supply chain management initiatives?
What technologies enable financial supply chain management?

June 07, 2007
New York City
Sponsored by Sterling Commerce
*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
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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 & Technology
Sponsored by Bearing Point
*Please note: the event producer reserves the right to qualify and deny any interested party.
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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
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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
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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
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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
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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
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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
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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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Navigating the Changing Tides of the Wholesale Payments Space
Feeling distressed by the unrelenting waves of change that mark today's wholesale banking relationships? You might not be alone.
Join Bank Systems & Technology, TowerGroup and webMethods for Navigating the Changing Tides of the Wholesale Payments Space, an executive roundtable where we will explore the corporate payments business and how banks like yours are trying to keep clients happy while growing the top and bottom lines.
During this in-depth discussion you will hear from your peers regarding the challenges they face in their evolving treasury management practices, plus hear views from TowerGroup about how other banks are using best practices to address these issues.
For more information or to apply for registration call 888-271-6780 or send an email to cmp_events@fuse.net.
New York City

June 14, 2006
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Seizing Opportunities for Financial Services in Consumer-Directed Healthcare
Please join us for a Complimentary Executive Forum, co-sponsored by Bank Systems & Technology, Insurance & Technology and BearingPoint, where your industry peers will candidly discuss the ever-evolving issue and industry-specific implications of consumer-directed healthcare. Learn how your organization can ride the second wave of CDH and take advantage of lessons-learned to offer more differentiated, efficient, scalable and flexible offerings.

May 17, 2006
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Integration: The Key to a Complete View of Customer Assets
Please join us for a complimentary Executive Breakfast, co-sponsored by Bank Systems & Technology, Insurance & Technology and Microsoft. This high-level discussion will address the challenges financial firms face as they strive for growth by maximizing distribution channels and selling more to existing clients. Learn how to improve cross-selling, boost wallet share, and drive revenue generation & growth. Gain insights into how to win distributor and customer trust. Hear about shared challenges as well as best practices from your peers across financial services.

May 16, 2006
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2006 Global Services Conference
"Sourcing Strategies for People, Processes and Technologies"
Produced by: CMP-CyberMedia LLC
This action-packed, executive conference was created for business and technology decision makers to determine the best ways to approach workforce globalization. With world-class content especially for buyers of globally-delivered services, attendees will gain essential ideas, technology updates and best practices through keynotes, workshops, real-world case studies and peer networking.
REGISTER now and save $200

February 02, 2006
Crowne Plaza Times Square
New York, New York
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The Model for the 21st Century Retail Bank: Are You Transforming Or Just Transacting?
A Complimentary event produced by: Bank Systems & Technology and BearingPoint Inc.
Learn how leading banks are deploying technology to capitalize on emerging business opportunities while avoiding the pitfalls of a changing business world.
This is a FREE event open only to Commercial/Retail Banks and Securities/Investment executives.

October 20, 2005
Reuters Conference Center
NYC
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IT Management Strategies Online Resource Center
How can banks can manage their information technology (IT) infrastructures and resources more effectively, efficiently and strategically? This new online Resource Center explores the challenges retail and wholesale banks face in managing and optimizing their technology operations and resources, including:
Data center configuration
Updating core systems and maximizing enterprise systems
Identifying IT assets including hardware, software and networks
IT governance and project management
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