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Although security concerns rank at the top of most financial institutions’ business and technology priority lists, banks, securities/investment firms and insurance companies still tend to take a more defensive, reactive approach to both external and internal risk and security threats. With regulatory and legislative pressures becoming more intense, security risks becoming more complex and IT resources stretched thin, a more strategic, proactive approach is required.
Join producers CMP Media and BearingPoint at this complimentary executive forum designed to provide insight into state-of-the-art approaches to financial services security, and direction on maximizing ROI on risk and security-related investments, as well as leveraging those investments to improve regulatory compliance, customer service and competitiveness.
Who Should Attend?
This is an exclusive, invitation-only event for decision makers and influencers at banks, security/investment firms and insurance companies, targeted to:
- Security executives and managers
- Line of business heads, especially those involved in customer service, sales/distribution, channel strategies
- Senior technology management
- Compliance/legal management
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APPLY TO REGISTER NOW- SPACE IS LIMITED
All requests for invitations are reviewed and granted at the sole discretion
of the forum producers.
PRELIMINARY AGENDA:
8:00 - 9:00 AM Registration/Continental Breakfast
9:00 - 9:45 AM Keynote: Understanding the Continuum of Risk & Compliance
The worlds of risk management and compliance management are converging now in much the same way risk management and finance have over the past few years. This convergence involves multiple domains along a risk and compliance continuum, which are being dictated by both regulations and market forces. The risk and compliance management continuum encompasses everything from financial reporting and market and credit risk across the continuum to information security and business continuity.
Keynote Speakers:
Manuel Barbero, Vice President, Financial Services Technology, BearingPoint
9:45 - 10:45 AM What Does It Take to Define an End-State Architecture?
Financial institutions are undertaking an array of compliance initiatives in response to discreet regulatory mandates such as the Sarbanes-Oxley Act and Basel II. Institutions can improve compliance enterprise-wide by bringing these efforts into a holistic compliance framework. Such a framework facilitates taking the right action at the right time in response to, or in anticipation of, compliance-related events. Rather than requiring new systems and technology, the holistic compliance framework leverages the existing, sizable investment institutions have made in compliance systems and technology.
Panelists:
Norm Barber, Strategic Security Advisor, US National Security Team, Microsoft
Pierre Pureau, Director, Financial Services Infrastructure and Integration Solutions Group, BearingPoint
Sean Culbert, Managing Director, BearingPoint
Gerald Rossi, Senior Manager, BearingPoint
Moderator: Manuel Barbero, Vice President, Financial Services Technology, BearingPoint
10:45 - 11:00 AM Networking Break
11:00 AM - Noon The Crossroads of Risk, CRM and Identity Management
A top priority for financial institutions has been to shift to a more customer-centric business model based on integrated client, channel and financial information. But along with the revenue-generating and market-share opportunities that a customer relationship management strategy offers there also are potential risks as critical customer information is consolidated and made more accessible. How can organizations reap the benefits of CRM and converged client information while addressing privacy requirements and preventing against risks such as identity theft? What are the architecture requirements for financial institutions that are embracing a new approach to the collection, organization and use of high-value customer data?
Panelists:
Ted Kamionek, Director, RSA Security
Alex Berson, Director, Customer Identity Management Practice, BearingPoint
J.R. Reagan, Managing Director, Global Security Practice BearingPoint
Moderator: Manuel Barbero, Vice President, Financial Services Technology, BearingPoint
Noon - 12: 45 PM Preparing for Threats: Better Information Asset Protection
Organizations are concerned about possible attacks on their most valuable assets including non-public client, financial and intellectual data. To combat this issue, the financial services industry is striving to adopt measures that can help identify potential threats, minimize the risk of security breaches, and combat the destructive effects of incursion. Key to any information protection strategy is a comprehensive and flexible architecture that enables an institution to secure information assets as well as anticipate and identify future threats. An effective architecture also supports the necessary processes and policies that companies need to protect valuable information assets.
Panelists:
Barry Miracle, Senior Manager, Security Practice Leader BearingPoint
Archie Reed, Director of Strategy for Identity Management, Hewlett-Packard
Frederic Veron, Managing Director, BearingPoint
Moderator: Manuel Barbero, Vice President, Financial Services Technology, BearingPoint
12:45 - 2:00 PM Luncheon with Speaker: Taking Control of Enterprise Security - Myths & Realities
With risks and security challenges becoming increasingly complex, financial institutions often find them selves playing "catch-up" in terms of their responses - resulting in tremendous costs and loss of reputation and customer loyalty. What should the industry be doing differently? Is technology the answer? Is it possible to win the "the battle of good vs. evil" in an increasingly online, integrated financial services environment? Learn from this renowned security authority what is possible, what is hype and what's coming next.
Speaker: John O'Leary, CISSP, Director of Education, Computer Security Institute
2:00 PM Closing Remarks
* Program is subject to change.
Thank you for your interest in this event.
Unfortunately, registration is now closed.
We hope to can join us at a future CMP/BearingPoint event.
This forum will feature insightful presentations and topical panel discussions among renowned security authorities, leading financial service executives, top technology solution providers and BearingPoint Executives.
PARTICIPANTS INCLUDE:
Please click on the speakers name to read their biography
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Keynote Speakers:
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Manuel Barbero
Vice President, Global Financial Services Technology Consulting, BearingPoint
Mr. Barbero is the Technology Consulting practice leader for BearingPoint's Financial Services line of business. He is responsible for and involved in a wide range of consulting assignments covering business consulting, system integration, application development and networking and computing strategy as well as the design, implementation and management of the related infrastructures. He is also Product Marketing and Management lead for the global Technology Infrastructure and Integration (TI2) practice. In addition, he chairs BearingPoint's Innovation Award panel that recognizes and promotes innovation within BearingPoint. Mr. Barbero is a published thought leader and frequent speaker on the topic of Information Technology key issues and trends within the banking, capital market and insurance industries.
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John O'Leary
CISSP, Director of Education, Computer Security Institute
John G. O'Leary, CISSP, has been Director of Education for Computer Security Institute since 1987. Previously an independent consultant, but more importantly, a practitioner, he has focused on computer security since the mid-1970s.
John has designed, implemented, delivered, updated, evaluated and managed security programs for organizations with populations ranging from tens to tens of thousands, computing platforms of varying ilk and vintage, networks spanning single sites to multiple nations, and very different information security needs.
John's background includes tours of duty in programming, systems analysis, auditing, project management, IS operations, production control, customer service and quality assurance. He also taught every semester for ten years at the University of Texas at Dallas Graduate School of Management, covering a wide range of Management Information Systems courses. He has built and updated multiple CSI courses, chaired, keynoted, planned and managed various computer security related conferences for multiple organizations and preached the value and methodologies of computer security to audiences around the world.
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Panelists:
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Norm Barber
Strategic Security Advisor, US National Security Team, Microsoft
Norm Barber is a Strategic Security Advisor with Microsoft located in New York City with over 25 years of IT experience, including 10 years of IT Security experience. His expertise includes Security risk assessments, architecture and design, policy development and deployment, and solutions implementation in areas such as Identity Management, Intrusion Detection and Incident Response. Norm has extensive experience in dealing with the regulatory requirements that impact Security (e.g., Sarbanes-Oxley, HIPAA, GLBA, EU Data Protection Directive, Basel II) and has worked closely with senior management groups and boards of directors.
Prior to joining Microsoft Norm was a Partner in the Technology Risk Consulting practice of Arthur Andersen LLP where he led the Security and Privacy Solutions practice on a global basis. Most recently he was a Managing Director with Protiviti, a risk consulting and internal audit firm, where he led the Identity Management solutions practice. Norm has also held IT management positions in industry. Norm has served large, multi national organizations in the Financial Services, Healthcare and Pharmaceutical, Manufacturing, Telecommunications and Public sectors.
He is a Certified Information Systems Security Professional (CISSP) and a Certified Information Security Manager (CISM). A graduate of Northeastern University with an engineering degree, Norm also holds an MBA from Babson College. He is a member of various professional organizations including the Information Systems Security Association (ISSA), Information Systems Audit and Control Association (ISACA), the Institute of Internal Auditors (IIA) where he serves on the International Advanced Technology Committee, and the Organization for the Advancement of Structured Information Standards (OASIS) that develops XML standards.
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Alex Berson
Director, Customer Identity Management Practice, BearingPoint
Alex Berson is a Director and the practice leader of the BearingPoint's Customer Identity Management practice. He is an internationally recognized expert, author and educator in various areas of information technologies. Prior to joining BearingPoint Alex Berson held key technology and management positions in companies like Entrust, Merrill Lynch, enCommerce, Dun & Bradstreet, PricewaterhouseCoopers, Solomon Smith Barney and other, including executive roles of co-CTO for Entrust Inc. and CTO of TechPar Group - a boutique strategic business and technology advisory company.
Alex Berson holds advanced degrees in Computer Sciences and Applied Math, and focuses his professional activities on Identity Management, Internet security, CRM, data management, data warehousing and data mining; Web Services and transaction processing; enterprise application integration, messaging and middleware; client/server distributed computing; and object technologies.
Alex Berson is an active member of industry professional associations like IEEE Computer Society, ACM and Aberdeen Group's Technology Forecasting Consortium; standards organizations including OMG, OASIS, Open Group, and various industry consortia including Securities Industry Middleware Council (SIMC) and the Data Warehousing Institute. As Entrust' Chief Technology Officer for Portal Technologies and Applications, Alex Berson was the initiator and a founding member of several standards activities including OASIS Technical Committees on Security Services (SAML), XML Access Control (XACML), and Business Transaction Processing (BTP).
Alex Berson sits on the advisory boards of several technology and financial services companies. He is also an advisory editor for the McGraw-Hill Professional Books division. He has published numerous technical articles in trade magazines, and is a best-selling author and co-author of a number of professional books including "Building Data Mining Applications for CRM", "Data Warehousing, Data Mining and OLAP"; "Client/Server Architecture"; "SYBASE and Client/Server Computing"; and "APPC: Introduction to LU6.2". He is a frequent contributor to professional publications including BearingPoint's Technology Journal where he authored white papers on cross-disciplined convergence strategies, customer identity management, data security, and digitization.
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Pierre Pureau
Director, Financial Services Infrastructure and Integration Solutions Group, BearingPoint
Pierre Pureur is a director in BearingPoint's Technology Infrastructure and Integration solutions group. He is responsible for and involved in a wide range of consulting assignments covering business and IT strategies, software and technology architecture, and management of large IT projects. Mr. Pureur is a member of the Worldwide Institute of Software Architects.
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Sean Culbert
Managing Director, Global Compliance Practice, BearingPoint
Mr. Culbert heads BearingPoint's Global Compliance Solutions for the financial services industry. He has assisted organizations such as Goldman Sachs, CIBC World Markets, CitiBank, Merrill Lynch, UBS, Freddie Mac, Bank of New York, Lehman Brothers, Prudential Insurance, the NASD and JPMorganChase, amongst others.
Mr. Culbert joined Bearing Point from The Culbert Group / Clear Solutions, a firm that he founded in 2001. TCG serviced the compliance, and technology strategy needs of leading organizations. TCG became trusted advisors, by providing their Clients with the best options for risk management and compliance strategies.
Prior to forming TCG, Mr. Culbert was a Partner at Ernst & Young, LLP where he focused Firm efforts to develop compliance technology and process solutions for E&Y's global financial services client base. He has assisted major investment banks, broker / dealers, global hedge funds and asset managers to develop strategies, processes and systems that managed business performance and risk. His group supported global, diversified financial companies with M&A, product and business line development, strategy and process development, as well as regulatory and business compliance programs.
Prior to Ernst & Young Mr. Culbert was a Vice President at Technology Solutions Company, where he formed the Business Intelligence Group, a practice focused on delivering decision support and modeling solutions for financial risk monitoring, measurement and management. His team delivered innovative data and systems convergence solutions that advanced the firm's banking and insurance Clients' ability to respond to rapidly changing business challenges.
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Ted Kamionek
Director of Corporate Development, RSA Security
Ted Kamionek joined RSA Security in 1998 and has more than seven years of experience working in the high technology field in software development, product management and marketing. He is responsible for developing corporate strategy and messaging for RSA Security.
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Barry Miracle
Senior Manager, Security Practice Leader BearingPoint
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J.R. Reagan
Managing Director and Solution Leader, Public Sector Security Group, BearingPoint
Mr. Reagan is the Senior Executive responsible for the strategy & direction of solutions and services for the BearingPoint Public Sector Security Group. He has over 20 years of Federal, Intelligence and Commercial sector experience managing Enterprise Security, Technology, Fraud & Risk Management initiatives.
Prior to joining BearingPoint in 2004, Mr. Reagan held a number of technology and executive positions with American Management Systems (AMS), Averstar (Titan Corporation), First Union National Bank, and the Department of Defense. Within the Federal and Defense arena, Mr. Reagan has security operations and program management experience with the NSA, DIA, FBI, NASA, DISA, DARPA, JCS, Air Force, Navy, Marine Corps, and Army. In the commercial sector, as VP and Group CSO of a Fortune 500 bank, he established an overall Consumer Banking Group Security Strategy and Risk Management Program, the first in company history. As CTO of two technology companies, he developed global product strategy, architecture and development of CRM and Wealth Management solutions for over 800 clients in the financial and insurance industries.
Mr. Reagan holds a Masters of Science Degree in Management Information Systems and a Bachelor of Arts Degree in Sociology. He is a graduate of the NSA National Cryptologic School; the Advanced Korean Language Studies Program at Yonsei University (Seoul, Korea); the Graduate School of Banking Technology & Operations (Vanderbilt University); the Program on Negotiation for Senior Executives (Harvard Law School); and the New Market Growth Innovation Workshop (Harvard Business School). Mr. Reagan holds a Certified Information Security Manager (CISM) designation from the Information Systems Audit and Control Association (ISACA) and is a member of ITAA, AFCEA, AFEI and many other public & private sector organizations.
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Archie Reed
Director of Strategy for Identity Management, Hewlett-Packard
Archie Reed is Director of Business Planning and Strategy for Hewlett Packard Company where he provides strategic technology direction and business development for OpenView's Identity Management products, including creation of business alliances, participation in industry organizations, and promotion in the market. A respected authority within the identity management industry, Archie has most recently held executive positions with TruLogica, a provisioning vendor acquired by HP, where he oversaw technology and market strategy, and with Critical Path, a global software, services and hosting business. At Critical Path, Archie undertook business development and was VP Technology for Identity Management, including directory and meta-directory services, security and PKI. Archie is the author of several books on security and IT, including the recent e-book "The Definitive Guide to Identity Management" (Realtimepublishers, 2003).
Archie is an active speaker at technical and analyst conferences and participates in standards committees such as OASIS. He holds a Masters of Science degree in Enterprise Network Management from the United Kingdom's Sheffield Hallam University.
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Gerald Rossi
Senior Manager, BearingPoint
Mr. Rossi is a Senior Manager in BearingPoint's Infrastructure Services solutions group focusing on the Financial Services industry. He is responsible for and involved in a wide range of consulting assignments covering business and IS strategies and implementations with particular emphasis on issues involving data centers, distributed and networked systems. He has a particular focus in datacenter and disaster recovery (DR) assessment and implementation. Mr. Rossi holds a Bachelors degree in Physics from Columbia University, a Masters in Computer Science from the Polytechnic Institute of New York, and an MBA from the Columbia University Graduate School of Business.
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Frederic J.L. Véron
Managing Director, Bearingpoint Inc.
Financial Services Technology Infrastructure Solution Leader
Mr. Véron is the financial services leader of the Infrastructure Solutions practice at BearingPoint where he assists financial institutions in deploying modern infrastructures on a worldwide basis to enable new business models, better control costs and manage their existing environment.
His primary areas of interest are IT cost optimization, outsourcing, large technology refresh projects, emerging technologies such as IP Telephony, and organization design. Recently, due to new and upcoming regulations, Mr. Véron has dedicated a significant amount of time and effort around critical aspects of business continuity and disaster recovery as well as information security.
Before joining BearingPoint, Mr. Véron was in the Marketing Department of France Telecom North America. He was focused in market and application development and was responsible for the design, management and execution of marketing programs supporting the technical development of telecommunications solutions aimed at solving targeted France Telecom clients' business requirements. Prior to this marketing position, Mr. Véron was in charge of the IT department of France Telecom North America, servicing the corporation's business operations in the US.
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The Yale Club of New York City
50 Vanderbilt Avenue (Located between 44th & 45th Streets across from Grand Central)
New York, NY 10017
212-716-2105
www.yaleclubnyc.org
The Financial Services Risk & Security Management Forum: "Developing an Offensive Strategy Against External & Internal Threats" will take place at the Yale Club of New York City in the Saybrook/Trumbull Rooms, 18th floor.
The Yale Club of New York City has provided its members and their guests an intimate oasis in the heart of Manhattan since 1897. The 23-story clubhouse is conveniently located in the heart of Manhattan with in proximity of major transportation hubs including subways, Metro North, New Jersey Transit and the Long Island Railroad.
In the event that you require overnight lodging while in New York, we have
blocked rooms at The Yale Club of New York City. The preferred rate is $175.00
+ applicable taxes for a standard room. The standard room is an interior or
exterior room with either one queen or two twin beds.
Please make your reservations as soon as possible! Rooms at the Yale Club are
filling up very quickly for the May timeframe and the "preferred rate" is only
available on a first-come, first-served basis.
RESERVATIONS:
Please contact The Yale Club of New York City directly and mention "CMP/BearingPoint Forum."
Reservations are welcome 24 hours a day and can be made by phone or fax.
Phone: 212-716-2100
Fax: 212-983-3324
If you have any special needs or would like further assistance, please contact Diana
Milbert, event operations manager, at 415-947-6754 or dmilbert@cmp.com.
Thank you to our partners for their invaluable contributions towards this event.
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8:00 - 9:00 AM
Registration/Continental Breakfast
9:00 - 9:45 AM
Keynote: Understanding the Continuum of Risk & Compliance
Manuel Barbero, Vice President, Financial Services Technology, BearingPoint
9:45 - 10:45 AM
What Does It Take to Define an End-State Architecture?
10:45 - 11:00 AM
Networking Break
11:00 AM - Noon
The Crossroads of Risk, CRM and Identity Management
Noon - 12:45 PM
Preparing for Threats: Better Information Asset Protection
12:45 - 2:00 PM
Keynote Luncheon: Taking Control of Enterprise Security - Myths & Realities
John O'Leary, CISSP, Director of Education, Computer Security Institute
2:00 PM Closing Remarks
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