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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 30, 2010
Online Account Acquisition - What are the Drivers of Abandonment and Conversion?

March 25, 2010
Core Banking Modernization: The Path to a More Agile Enterprise
March 30, 2010
Online Account Acquisition - What are the Drivers of Abandonment and Conversion?
Executive Q&A
SunTrust’s Robert Blair Looks to Tame Enterprise SpendJune 22, 2009
Budget scrutiny and reining in expenses is in vogue for both consumers and businesses. For Robert Blair, the timing is perfect. The recently named SVP of commercial card services at SunTrust Banks wants to help businesses manage their expenses.
SunTrust Banks’ EVP, treasury and payments solutions, David Fuller Balances Innovation With Common SenseOctober 28, 2008
With 25 years of financial services experience, Fuller sees transparency and accountability as cornerstones of his management style.
Comerica EVP and CIO John Beran Balances IT and OperationsAugust 18, 2008
A philosophy of empowering employees with responsibility in an effort to build competencies has helped to make Comerica one of the "Best Places to Work in IT."
First National Bank of Omaha’s Rajive Johri Is Teaching an Old Bank New TricksJuly 29, 2008
First National Bank of Omaha President Rajive Johri is working to transform the 150-year-old bank's legacy environment.
Peter Makohon Keeps Wachovia Secure on the Cyber Front LinesJune 24, 2008
EVP and CIO Paul Johnson Guides BB&T Corp. in Organic GrowthMay 26, 2008
After more than a decade of focusing on M&A, BB&T Corp. looks to grow from within, and in the process is transforming the role of its IT department to become a collaborative value center.
The Bank of New York Mellon Integrates Legacy Systems to Offer Customers Only the BestApril 28, 2008
Following the merger of The Bank of New York and Mellon Financial Corp., cohead of treasury services integration efforts Al Briand forges a best-of-breed operations and technology portfolio while continuing to provide Treasury Services customers with innovative new products.
The Bank of San Antonio Offers Big-Bank Services With a Small-Bank TouchMarch 27, 2008
By relying heavily on outsourcing IT and partnering with technology providers, The Bank of San Antonio's Brent Given, president and CEO, helps the institution offer big-bank products and services in a community banking environment.
To Think Globally, Scotiabank Acts LocallyFebruary 29, 2008
According to Bob Grant, SVP, global transaction banking, Scotiabank, even if a bank offers an integrated, global cash management platform, it still needs an extensive branch network to meet corporate clients' full range of needs.
Umpqua Bank Functions Like A Retailer, Head of Marketing SaysFebruary 21, 2008
At the end of the day, Umpqua sells products and services, much like a retailer, says Lani Hayward, EVP of creative services.
As VP of Web Development and Technology, Navy Federal Credit Union’s John Charles Herzberg Implements the Institution’s Overall Technology VisionOctober 30, 2007
AVY FEDERAL CREDIT UNION (Vienna, Va.) is the world's largest credit union with $30 billion in assets, 3 million members and more than 6,500 employees around the world. As VP of Web development and technology, John Charles Herzberg is responsible for implementing the financial institution's overall technology vision to serve customers better, including the judicious use of bleeding-edge technologies that can coexist in a mostly mainframe environment. Herzberg says he blends the best of the traditional mainframe "green screen" with technologies that give the old box new life.
Citi’s Chief Data Officer Turns Data Into a Business AssetAugust 01, 2007
Data management issues can be a challenge. But Citi Markets and Banking Chief Data Officer John Bottega and Citi COO say they are turning their firm's data into a business asset.
Union Bank of California’s Jim Yee Is Reengineering Banking With A Customer FocusMay 24, 2007
Union Bank of California's Jim Yee talks with Bank Systems & Technology about how his career moves from electrical engineering to industrial engineering to bank management have given him a unique perspective of the industry.
Early Image Exchange Pays OffMay 08, 2007
Gary McKnight's banking career has progressed a long way since he worked nights in the item processing shop of now-defunct First City Bank (Houston) while attending college. Today, as senior executive vice president at Frost Bank ($13.2 billion), a subsidiary of San Antonio-based Cullen/Frost Bankers, McKnight heads technology and deposit operations, including item processing.
The Right Technology at the Right Time and PriceJanuary 01, 2007
When Greg Carmichael left the manufacturing sector to join Fifth Third Bancorp ($106.1 billion in assets) as CIO in 2003, he not only had to learn an entirely new set of acronyms, he also had to quickly transition to an environment with high transaction volume that requires the utmost in security and recoverability.
Instant Messaging Gets Delayed TreatmentDecember 01, 2006
Instant messaging is the fastest-growing communications medium of all time, according to a September study from the Radicati Group
Keeping Payments RelevantDecember 01, 2006
In his 23 years at Pittsburgh-based PNC Financial Services Group ($93 billion in assets), SVP Thomas Kunz relates, the pace of change has never been as rapid as it is today -- not even when he was in charge of the bank's e-business initiatives during the Internet boom.
Driving a Common Customer ExperienceSeptember 30, 2006
Peter deSilva, President and COO, UMB Financial Corp., and Chairman and CEO, UMB Bank
Joseph Antonellis Has Played a Role in Making State Street Corp. the World’s Largest Investment Manager of Institutional AssetsJuly 28, 2006
Since selling its banking business to Citizens Bank in 1999, State Street Corp. has targeted the institutional investor community with a vengeance, becoming the world's largest investment manager of institutional assets with $10.7 trillion in assets under custody and $1.5 trillion in assets under management.
Beating the Community Bank DrumJune 26, 2006
Bridge Community Bank (Mount Vernon, Iowa; $54 million in assets) is a rural community bank with a can-do attitude toward technology.
When Clients Speak, Wells Fargo ListensMay 25, 2006
After graduating from the State University of New York at Albany, Danny Peltz went west and found himself in California working for a then-regional bank with a one-state presence.
Collaboration Is Job OneMay 01, 2006
Supporting the Front LinesMarch 29, 2006
First Tennessee Bank ($36.6 billion in assets), part of First Horizon National Corp., boasts that it has one of the highest customer retention rates of any U.S. bank.
Pay It ForwardFebruary 27, 2006
Exploring a Small Bank’s ITDecember 01, 2005
Defending the New FrontierNovember 01, 2005
M&T Bank ($52.9 billion in assets) takes seriously the threats posed by phishing and pharming attacks as well as spam, spyware and identity theft. Though it has been hit with two phishing attacks in the past six months, thanks to a vigilant information security defense system, no M&T customer's financial data has been compromised. Matthew Speare, M&T's chief information security officer, discusses how the Buffalo-based bank has fortified itself against Internet attacks in an interview with <I>InformationWeek's</I> Steven Marlin.
Boosting the Trade Finance Value PropositionSeptember 28, 2005
JPMorgan Chase is striving to achieve a unified financial and logistics supply chain.
Banking for the 21st CenturyJuly 01, 2005
Jay Spahr, Senior Vice President of E-Commerce, Salem Five Bank
Driving Business Speed With TechnologyJune 01, 2005
Niraj Patel, EVP and CIO, GMAC Commercial Mortgage Corp.
Good Things Come in Small PackagesMay 03, 2005
Corey Davis, Chief Technology Officer, Richland County Bank
Engineering ChangeMarch 31, 2005
Chris Wrenn, Managing Director and Chief Operating Officer, HVB Americas & David Dart, Chief Information Officer, HVB Americas
Risk Management: Science, Art ... or Both?January 07, 2005
As PNC Bank (more than $70 billion in assets) transitions from a "super-regional bank" to a national franchise, it faces the challenge of adding shareholder value while maintaining prudent risk management standards, says Aleem Gillani, the bank's newly appointed chief market risk officer.
Hang ’Em HighAugust 31, 2004
John Carter, United States Representative, Republican, Texas, 31st District
Winning With TechnologyAugust 04, 2004
Tim Shack, chief information officer, PNC; chief executive officer, PFPC
2004 Fed Forecast: Enhanced Electronic PaymentsMay 06, 2004
Claudia S. Swendseid, SVP of the committee, spoke with Bank Systems & Technology's Cynthia Ramsaran on the organization's goals for 2004 and what it is currently doing to move the financial services industry gracefully from paper to electronic checks.
Surf’s Up for Union Planters’ Last-Ever CIOMarch 30, 2004
Tom Burge, EVP and CIO, Union Planters
SunTrust’s Robert Blair Looks to Tame Enterprise Spend
Budget scrutiny and reining in expenses is in vogue for both consumers and businesses. For Robert Blair, the timing is perfect. The recently named SVP of commercial card services at SunTrust Banks wants to help businesses manage their expenses.
SunTrust Banks’ EVP, treasury and payments solutions, David Fuller Balances Innovation With Common Sense
With 25 years of financial services experience, Fuller sees transparency and accountability as cornerstones of his management style.
Comerica EVP and CIO John Beran Balances IT and Operations
A philosophy of empowering employees with responsibility in an effort to build competencies has helped to make Comerica one of the "Best Places to Work in IT."
First National Bank of Omaha’s Rajive Johri Is Teaching an Old Bank New Tricks
First National Bank of Omaha President Rajive Johri is working to transform the 150-year-old bank's legacy environment.
Peter Makohon Keeps Wachovia Secure on the Cyber Front Lines
EVP and CIO Paul Johnson Guides BB&T Corp. in Organic Growth
After more than a decade of focusing on M&A, BB&T Corp. looks to grow from within, and in the process is transforming the role of its IT department to become a collaborative value center.
The Bank of New York Mellon Integrates Legacy Systems to Offer Customers Only the Best
Following the merger of The Bank of New York and Mellon Financial Corp., cohead of treasury services integration efforts Al Briand forges a best-of-breed operations and technology portfolio while continuing to provide Treasury Services customers with innovative new products.
The Bank of San Antonio Offers Big-Bank Services With a Small-Bank Touch
By relying heavily on outsourcing IT and partnering with technology providers, The Bank of San Antonio's Brent Given, president and CEO, helps the institution offer big-bank products and services in a community banking environment.
To Think Globally, Scotiabank Acts Locally
According to Bob Grant, SVP, global transaction banking, Scotiabank, even if a bank offers an integrated, global cash management platform, it still needs an extensive branch network to meet corporate clients' full range of needs.
Umpqua Bank Functions Like A Retailer, Head of Marketing Says
At the end of the day, Umpqua sells products and services, much like a retailer, says Lani Hayward, EVP of creative services.
As VP of Web Development and Technology, Navy Federal Credit Union’s John Charles Herzberg Implements the Institution’s Overall Technology Vision
AVY FEDERAL CREDIT UNION (Vienna, Va.) is the world's largest credit union with $30 billion in assets, 3 million members and more than 6,500 employees around the world. As VP of Web development and technology, John Charles Herzberg is responsible for implementing the financial institution's overall technology vision to serve customers better, including the judicious use of bleeding-edge technologies that can coexist in a mostly mainframe environment. Herzberg says he blends the best of the traditional mainframe "green screen" with technologies that give the old box new life.
Citi’s Chief Data Officer Turns Data Into a Business Asset
Data management issues can be a challenge. But Citi Markets and Banking Chief Data Officer John Bottega and Citi COO say they are turning their firm's data into a business asset.
Union Bank of California’s Jim Yee Is Reengineering Banking With A Customer Focus
Union Bank of California's Jim Yee talks with Bank Systems & Technology about how his career moves from electrical engineering to industrial engineering to bank management have given him a unique perspective of the industry.
Early Image Exchange Pays Off
Gary McKnight's banking career has progressed a long way since he worked nights in the item processing shop of now-defunct First City Bank (Houston) while attending college. Today, as senior executive vice president at Frost Bank ($13.2 billion), a subsidiary of San Antonio-based Cullen/Frost Bankers, McKnight heads technology and deposit operations, including item processing.
The Right Technology at the Right Time and Price
When Greg Carmichael left the manufacturing sector to join Fifth Third Bancorp ($106.1 billion in assets) as CIO in 2003, he not only had to learn an entirely new set of acronyms, he also had to quickly transition to an environment with high transaction volume that requires the utmost in security and recoverability.
Instant Messaging Gets Delayed Treatment
Instant messaging is the fastest-growing communications medium of all time, according to a September study from the Radicati Group
Keeping Payments Relevant
In his 23 years at Pittsburgh-based PNC Financial Services Group ($93 billion in assets), SVP Thomas Kunz relates, the pace of change has never been as rapid as it is today -- not even when he was in charge of the bank's e-business initiatives during the Internet boom.
Driving a Common Customer Experience
Peter deSilva, President and COO, UMB Financial Corp., and Chairman and CEO, UMB Bank
Joseph Antonellis Has Played a Role in Making State Street Corp. the World’s Largest Investment Manager of Institutional Assets
Since selling its banking business to Citizens Bank in 1999, State Street Corp. has targeted the institutional investor community with a vengeance, becoming the world's largest investment manager of institutional assets with $10.7 trillion in assets under custody and $1.5 trillion in assets under management.
Beating the Community Bank Drum
Bridge Community Bank (Mount Vernon, Iowa; $54 million in assets) is a rural community bank with a can-do attitude toward technology.
When Clients Speak, Wells Fargo Listens
After graduating from the State University of New York at Albany, Danny Peltz went west and found himself in California working for a then-regional bank with a one-state presence.
Collaboration Is Job One
Supporting the Front Lines
First Tennessee Bank ($36.6 billion in assets), part of First Horizon National Corp., boasts that it has one of the highest customer retention rates of any U.S. bank.
Pay It Forward
Exploring a Small Bank’s IT
Defending the New Frontier
M&T Bank ($52.9 billion in assets) takes seriously the threats posed by phishing and pharming attacks as well as spam, spyware and identity theft. Though it has been hit with two phishing attacks in the past six months, thanks to a vigilant information security defense system, no M&T customer's financial data has been compromised. Matthew Speare, M&T's chief information security officer, discusses how the Buffalo-based bank has fortified itself against Internet attacks in an interview with <I>InformationWeek's</I> Steven Marlin.
Boosting the Trade Finance Value Proposition
JPMorgan Chase is striving to achieve a unified financial and logistics supply chain.
Banking for the 21st Century
Jay Spahr, Senior Vice President of E-Commerce, Salem Five Bank
Driving Business Speed With Technology
Niraj Patel, EVP and CIO, GMAC Commercial Mortgage Corp.
Good Things Come in Small Packages
Corey Davis, Chief Technology Officer, Richland County Bank
Engineering Change
Chris Wrenn, Managing Director and Chief Operating Officer, HVB Americas & David Dart, Chief Information Officer, HVB Americas
Risk Management: Science, Art ... or Both?
As PNC Bank (more than $70 billion in assets) transitions from a "super-regional bank" to a national franchise, it faces the challenge of adding shareholder value while maintaining prudent risk management standards, says Aleem Gillani, the bank's newly appointed chief market risk officer.
Hang ’Em High
John Carter, United States Representative, Republican, Texas, 31st District
Winning With Technology
Tim Shack, chief information officer, PNC; chief executive officer, PFPC
2004 Fed Forecast: Enhanced Electronic Payments
Claudia S. Swendseid, SVP of the committee, spoke with Bank Systems & Technology's Cynthia Ramsaran on the organization's goals for 2004 and what it is currently doing to move the financial services industry gracefully from paper to electronic checks.
Surf’s Up for Union Planters’ Last-Ever CIO
Tom Burge, EVP and CIO, Union Planters
- HSBC Apologizes for Former IT Staffer's Theft of Data on 15,000 Clients
- Bankers Weigh in on Obama Tax Idea
- 10 in 2010: Banking Trends for the New Year
- Recalculating Risk: The New Rules of Risk Management
- First Tennessee Bank Rebuilds Customer-facing Web Site
- Rise in Online Banking Fraud Costing Banks Customers, Study Says
- Chase Begins Converting Its ATM Fleet to No-Envelope Machines
- Dodd's Financial Reform Bill to Boost Fed
- BofA to Block Debit Card Overdrafts
- ING to Use Virtual Desktops for Disaster Recovery


BS&T's Elite CIOs Report: Technology Leadership in Banking
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