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9-‐10 November 2015 -‐ MIAMI
Miami Connect Forum – Agenda
DAY 1
9:00 - 12:00 FusionCapital Summit - User Group FusionCapital Opics - User Group
FusionBanking Lending Client
Advisory Board
12:00 - 1:15
Registration and Welcome Lunch Vista Terrace
Sponsored by
Room Forum 3 1:15 - 1:30 Welcome
Tom King, Managing Director, Americas, Misys
1:30 - 2:00 Transforming the global financial services industry
Become more resilient, more efficient and more competitive with Misys.
Simon Paris, President and Chief Sales Officer, Misys
2:00 - 2:40
Panel discussion: Cloud adoption is accelerating. Is it a reality for financial services? Financial institutions are slowly coming round to doing more with cloud computing yet security remains a major concern for many. By 2016, 60% of banks will process transactions in the cloud. What are the risks? What are the
benefits? How can you prepare?
Moderator: Tom Dawkins, Global Head, Cloud Enablement, Misys
Panelists: Samuel Farmer, VP, Business Development, Options IT
Jayachandran C. Kovilakam, Lead Principal, HCL Technologies Simon Paris, President and Chief Sales Officer, Misys
2:40- 3:15
Agility and sustainability: Innovation at Misys Delivering innovative, proven, effective solutions that match your business needs and support your business
strategy.
Robin Crewe, Chief Technology Officer, Misys
Innovation in Capital Markets: Introducing FusionCapital 2.0 At a time when you are considering major transformation programs, discover how you can overcome the barriers to
change and reach new heights in capital markets.
Samer Ballouk, Global Head of Product Mgmt, Treasury and Capital Markets, Misys
9-‐10 November 2015 -‐ MIAMI
3:15 - 3:45
Breakout 1 Breakout 2 Breakout 3
Capital Markets Lending Corporate Banking Room Forum 1 Forum 2 Studio 2 3:45 - 4:30
FusionCapital: Strategy and roadmap Discover how we see the future of capital markets and treasury, the main challenges ahead and how FusionCapital can help you solve them. At a time when capital markets players must reduce their costs and are contemplating a drastic simplification of their IT and operational landscape, find out how FusionCapital offers an alternative approach through a componentized architecture, unrivalled openness and true flexibility. Samer Ballouk, Global Head of Product Management, Treasury and Capital Markets, Misys
FusionBanking Lending: Your vision and a client-centered roadmap for all-in-one lending Taking feedback from our clients, discover how our users envisage the future of lending, the primary challenges and their immediate focus. Discover the latest developments around business intelligence, risk limits and balance sheet risk exposure monitoring, and how a componentized approach to commercial lending transformation is helping our clients both for the lending landscape of today, and the needs of tomorrow. Kerri Williams, Senior Product Manager, Misys Brian Shaw, Senior Director - Lending, Misys Ken Katz, Director - Product Management Lending, Misys
FusionBanking Transaction Banking Strategy and Roadmap Discover the roadmap for connected corporate transaction banking from our heads of transaction banking and corporate digital channels covering our new payment risk management solution and payment hub, the latest developments in trade services and our unique ability to help banks to digitize the enterprise end-to-end to help you maximize the revenue opportunity and reduce the cost of international transaction banking. Alex Kwiatkowski, Senior Marketing Strategist - Banking and Digital Channels, Misys Bryan Watson, Principal Solution Consultant, Misys Tom Dawkins, Global Head, Cloud Enablement, Misys
Room Forum 1 Forum 3 4:30 - 5:15
Panel discussion: Technology and regulation: Finding a pragmatic approach to deal with multiple regulatory frameworks. New regulations such as the Dodd-Frank Act, Basel III and EMIR, have had a major impact on financial institutions over the last decade. Banks are forced to deal with an ever growing regulatory burden in terms of complexity, overlap and ever tighter deadlines. What is the best way to tackle it? How and what should they prioritize? Panel moderator: Sadiq Javeri, Product Strategy, Misys Panelists: - Thierry Truche, Global Head of Product Mgmt, FusionRisk, Misys - Rajaratnam Rathnakumar, Partner, HCL Technologies - David Rowe, President, David M. Rowe Risk Advisory
Panel discussion: Go digital, Go global. Follow corporate clients into new markets to seize mid-market opportunities. Companies with annual revenues of up to $1bn represent a $1.85 trillion opportunity. Bank digital strategy has focused more on consumers and large multi-nationals. The mid-market is being neglected. How can banks can help small and midsize enterprises go global by better unifying international banking services? How can banks that want to seize the small business lending opportunity run more efficiently and digitize their international banking solutions and services to offer consistent global platforms and products to support corporate customers’ internationalization efforts? Discover how international banks are connecting corporate banking, leveraging the cloud, and delivering a one-stop digitized shop for international trade, treasury, cash and lending including case studies. Panel Moderator: Alex Kwiatkowski, Senior Marketing Strategist - Banking & Digital Channels, Misys Panelists: - Tom Dawkins, Global Head, Cloud Enablement, Misys - Johanna Pugh, Global Head of Lending, Misys - Arthur G. Rice, VP and Manage, FirstMerit Bank - Ravi Vakacherla, SVP for Business Services and Digital Channels, People’s United Bank
9-‐10 November 2015 -‐ MIAMI
6:00 - 9:00
Networking reception and dinner
Tropicale Bar
DAY 2
09:00 - 09:10
Welcome Tom King, Managing Director, Americas, Misys
09:10 - 09:55
Misys Connect: A suite of value-added programs to help you drive competitive advantage
Get the benefts of a fully integrated customer experience to maximize the return on your technology investments.
Moderator: Bruno Hourdel, VP Worldwide Field & Partner Marketing, Misys
Panelists: Jason Barardo, Customer Value Specialist, Misys Carole Blin, Head of Upgrade Factory, Misys
Mayank Dwivedi, VP Development Manager, Morgan Stanley Michael Elliott, CIO, Farm Credit Bank of Texas
09:55 - 10:40
What is driving business transformation in Financial Services?
Financial institutions need to achieve end-to-end digital readiness as well as risk and compliance effectiveness. They need to deliver an enhanced customer experience. They have to do it all while operating in an increasingly
competitive market place. What is driving this transformation? Where are you placed in this journey?
Vikas Krishan, SVP, Global Head of Financial Services Transformation, HCL Technologies
10:40 - 11:00
Coffee break
Breakout 1 Breakout 3 Breakout 4 Capital Markets Lending Corporate Banking Room Forum 1 Forum 2 Studio 2 11:00 - 11:45
Reducing costs with post-trade processing In a more complex, regulated and rapidly changing environment, banks are redefining their post-trade processing function. Standardizing processes in order to offer full STP and centralizing connectivity, they are looking at post-trade processing to reduce costs and help them shape the future of their business. This session explores how a more collaborative, consolidated and integrated approach can drive business growth. Veronique Malbos, Product Manager, Misys
Lending Nirvana: Balancing risk and service with an all-in-one approach In lending nirvana, things are simpler. Find out how banks are unifying lending across simple and complex loans - from origination through to servicing. ‘Enlightened’ banks are no longer meditating on the benefits of an all-in-one approach. Discover what it would be like to have a 720 degree view of the customer, backed up by ultimate efficiencies and total risk control. Johanna Pugh, Global Head of Lending, Misys Michael Elliott, CIO, Farm Credit Bank of Texas John O'Connor, Partner and Co-Founder, Praxis Advisors
Getting the most of your international corporate treasury services As the global remit of corporate transaction banking grows and clients demand more international service, are banks able to deliver the efficient working capital solutions and integrated treasury services demanded by corporate clients today? Digitize treasury and FX services for your corporate customers, alongside financial supply chain and trade services to differentiate with an 'always on' service and real-time market risk management for your clients. Steve Egna, Business Solutions Manager, Misys Bryan Watson, Principal Solution Consultant, Misys
9-‐10 November 2015 -‐ MIAMI
11:45 - 12:30
Transforming the bank's growing treasury function Today's burgeoning regulatory landscape demands a more integrated, enterprise-wide business approach, transforming the role of the treasurer to a proactive business partner. How can treasurers get a dynamic view of the integrated workflow of each business lines? How can they be more strategic and make better informed decisions? How can they drive profitability and optimize the allocation of capital to the business? Denny Dewnarain, Global Head, Capital Markets Practice, Misys and Marcus Cree, Risk Specialist, Misys
Optimizing commercial loan servicing where collateral and capital collide As the commercial lending needs of small business and corporate clients evolve, automating and simplifying the loan servicing workflow across existing and new product types for your customers is key to ensuring the agility to adapt. Central control over loan level, collateral level, portfolio level and business wide information based on a single source of the truth is fundamental. How can you bring it all together to minimize risk and meet customer demands, no matter the type of lending you are doing today, or where clients and market opportunities may take you tomorrow? Panel moderator: Johanna Pugh, Global Head of Lending, Misys Panelists: Ken Katz, Director, Product Management, Lending, Misys Francisco Maldonado, SVP - Commercial Loans Operations, Banco Popular
Panel discussion: Payments: Dealing with crisis and the pace of change The transaction banking landscape has changed dramatically in the last few years. New regulatory measures, technologies, the push to immediate payments and the impact of globalization are driving forces for change. How can financial institutions adapt their payment operations and channels to reposition for innovation, to capture the opportunities of real-time transfer, whilst insulating against risk and change? Find out how banks can define tomorrow’s standards and compete in the future payments landscape. Panel moderator: Alex Kwiatkowski, Senior Marketing Strategist - Banking and Digital Channels, Misys Panelists: Matt Williamson, Global Head of Payments, Misys Tom Obradovich, Senior Financial Industry Consultant, SWIFT
12:30 - 13:30 Lunch - Vista Terrace
Room Forum 1 Forum 3 13:30 - 14:15
Panel discussion: Is there a future for capital markets? Capital markets players have to deal with shifting markets, rigid legacy systems combined with crippling regulatory requirements. Changing operating dynamics are forcing banks to evolve. They have to transform if they want to have a future, yet there is no clear path to transformation. How they adapt and survive? How can they master the transformation? Panel moderator: Felix Grevy, Product Director, Capital Markets Panelists: - Alberto Corvo, Managing Director, PwC - Ralph Debbas, Director, PwC - Katherine Golob, Business Relationship Manager, Bank Leumi
Unlocking data analytics to drive customer insight and profitability In a world of increasingly commoditized and digitized financial services, data can be the difference. How will you unlock its potential? From increased customer data through the channel, to operational data you never had visibility on, this session will explore how you can turn big data into big decisions, quickly. Alex Kwiatkowski, Senior Marketing Strategist - Banking and Digital Channels, Misys Johanna Pugh, Global Head of Lending, Misys
9-‐10 November 2015 -‐ MIAMI
14:15 - 15:00
Creating a centralized infrastructure to monetize collateral flows Higher trading costs are driving banks to look for additional revenue streams such as optimizing collateral placement against trades. If they want to optimise their collateral management, financial institutions must have an a clear enterprise view, integrated processes and access to the right data to make informed decisions. This session explores how you can optimize collateral management to reduce funding costs and generate additional revenue streams. Arnaud Leclerc, Product Manager, Misys
Presentation: The rise of supplier networks in lending and corporate banking - identifying and responding to the disruptors. Banks believe that new digitally enabled supplier finance networks and alternative lenders pose a significant threat to every part of the commercial lending business. Banks cite small business lending (68%) and supply chain finance (61%) as facing the greatest pressure. The rise of alternative financiers, peer-to-peer lenders and new supplier networks in the market is leading banks to re-evaluate operating models and embrace partnership, new technology and more agile approaches to lending, trade and supply chain finance. How can banks take an enterprise approach to digitization, automation and connectivity to remain at the centre of connected commerce? Johanna Pugh, Global Head of Lending, Misys Michael P. Zoretich, Director, PwC Brian Shaw, Senior Director - Lending, Misys
15:00 - 15:30
Coffee
Room Forum 1 Forum 2 Studio 2 15:30 - 16:15
Blockchain: The next big thing in Capital Markets? Much talked-about and usually presented as both an innovation and a disruptor, blockchain technology certainly has potential. What are the real advantages of blockchain technology for capital markets firms? What are its limits? How can tech-savvy firms use it to their advantage? Panel moderator: Felix Grevy, Director, Product Management Panelists: - Jayachandran C Kovilakam, Lead Principal, HCL Technologies - Andrew Hinkes, Of Counsel, Berger Singerman
Lending: Embracing customer centricity Putting your customers in control of their own destiny, providing the right data at the right time with instant access. Eliminate unnecessary operational cost, time and service inefficiency with 24x7 self-service for your international corporate clients. Johanna Pugh, Global Head of Lending, Misys
Roundtable discussion: Application and adoption of new technologies and models in trade and supply chain finance - Combining electronic bills of lading in new supply chain models - Blockchain for reconcilation and leveraging distributed ledger technology - Possibilities of cloud connectivity - Supply chain innovation Introduced and moderated by Alan Riegler, Regional Director, Business Solutions Group - Transaction Banking, Misys
16:15 CONFERENCE FINISHES