Day 1 - Wednesday, October 25 |
| 8:30am | Registration Opens |
|
9:00am - 9:40am
Room C1 
| Breakout Session
Topic: Financial Service Application Development
Key Trends in Financial Services Application Development and Delivery are Leading to a New Destination
Ross Pettit
Client Principal
ThoughtWorks |
|
9:00am - 9:40am
Salon 109A 
| Breakout Session
Topic: Customer Service
Improve the Overall Customer Experience: Building an Online Communication Center Integrating Email, Web portals and Chat Jim O 'Farrell
Vice President, Corporate and Channel Marketing
Talisma |
|
9:00am - 9:40am
Salon 109B 
| Breakout Session
Topic: Electronic Data Interchange
Collaboration: The Key to Getting Past Growing Pains from Growing Amounts of Data Ken Fritz
Vice President, North American Solutions
Axway |
|
10:00am - 11:00am
Salon 109 
| Keynote Presentation Topic: Leveraging Technology
Challenges at Home, Opportunities Abroad: Can Canadian Banks Thrive in the 21st Century?
Chris Owen
Managing Director, Canadian Financial Services
BearingPoint |
|
| 11:00am | Expo floor opens |
|
11:20am - 11:50am 
| Product Demonstration Topic: RFID Solutions
How RFID is Deepening Relationships in the Financial Service Industry Winson Woo
Director, Supply Chain Management
Cactus Commerce |
|
| 12:00pm - 1:00pm | Lunch Break |
|
1:00pm - 1:40pm
Salon 109A 
| Breakout Session Topic: Potential Value Realization Through IT
From “Current Value" to “Potential Value”…Using IT to create a corporate vision Art. F. D'Silva
Senior Manager - Information Architecture & Strategies
Royal Bank of Canada |
|
1:00pm - 1:40pm
Salon 109B 
| Breakout Session Topic: Electronic Check Conversion
Understanding Check 21: the growth and impact of electronic payments and critical compliance issues Paul Lufkin
CEO
ePayments Corp |
|
1:00pm - 1:40pm
Room C1 
| Breakout Session Topic: Financial e-Marketing
Financial e-Marketing - Building Great Customer Relationships Online Larry Lubin
President
BlueRush |
|
2:00pm - 3:00pm
Salon 109 
| Keynote Presentation Topic: e-Financial Profitability
Winning Strategies: Optimizing E-Financial Profitabiliy and Growth Ron Swift
Vice President, Cross Industry Solutions
Teradata |
|
| 3:00pm | Expo floor closes |
|
3 :00pm - 3:40pm
Salon 109A 
| Breakout Session Topic: Compliance
Protecting Your Company and Your Customers: Understanding Information Governance in the Financial Industry Eric Offenberg
Product Marketing Manager
Princeton Softech |
|
3 :00pm - 3:40pm
Salon 109B 
| Breakout Session Topic: Customer Service Delivery
Powering Customer Interaction Hubs David Baines
President
Commtech Advantage Inc. |
|
3 :00pm - 3:40pm
Room C1 
| Breakout Session Topic: Business Risk Management
Managing Business Risk Through Professional Certification John Boufford
President
CIPS |
|
| 3:45pm - 4:00pm | Prize Draw |
|
Day 2 - Thursday, October 26 |
| 8:30am | Registration Opens |
|
9:00am - 9:40am
Salon 109A 
| Breakout Session Topic: Customer Relationship Management
New Approaches to Enterprise Application Roll-Outs for Workforce Adoption and Compliance Effraim Herskovic
Vice President - North America
Panviva |
|
9:00am - 9:40am
Salon 109B 
| Breakout Session Topic: Fraud and Anti-Money Laundering Compliance
Fraud, Anti-Money Laundering Compliance and the Potentials of Modern Risk Management Robert K. Cofod
President
BANKDetect |
|
9:00am - 9:40am
Room C1 
| Breakout Session Topic: Insider Security
Protecting Your Assets from Insider Security Threats Jim Hereford
CEO
NextSentry |
|
10:00am - 11:00am
Salon 109
| Keynote Presentation Transforming your Business for the Future
Sujan Menezes
Industry Solutions Executive
Microsoft Canada
|
|
| 11:00am | Expo floor opens |
|
11:20am - 11:50am
| Product Demonstration Topic: File Transfer Management
Improving Customer Service Levels with Managed File Transfer and Business Activity Monitoring
Sherri Canjar
Solutions Architect
Axway |
|
| 12:00pm - 1:00pm | Lunch Break |
|
1:00pm - 1:40pm
Room C1 
| Breakout Session Topic: Document Management
Enterprise Document Management System - OpenEDMS Ren Wang
Chief Technology Officer
Altimate Systems |
|
1:00pm - 1:40pm
Salon 109A 
| Breakout Session Topic: Web Analytics
Laws of Attraction: The Five C's - Complexity, Consultation, Courting and Converting Customers Jackson Wilson
Senior Vice President, Product Marketing
Liveperson |
|
1:00pm - 1:40pm
Salon 109B 
| Breakout Session Topic: Security / Compliance / Fraud Detection
Data Masking: Ensuring Protection From Internal Data Theft Paul Preston
Director, Business Development
Plato Group |
|
2:00pm - 2:40pm
Salon 109
| Plenary Presentation Topic: Customer Relations Management
Elevate your Business and Gain a Better Understanding of Your Customers with CRM Frank Falcone
Product Manager
Microsoft CRM Tim Davey
Vice President, Sales & Marketing
Salentica Systems |
|
| 3:00pm | Expo floor closes |
|
3 :00pm - 3:40pm
Room C1
 | Breakout Session Topic: Portfolio Management Solutions
Using Portfolio Management to Improve Corporate Performances Steve McNear
Director of Alliances
ProSight |
|
3 :00pm - 3:40pm
Salon 109B
 | Breakout Session Topic: e-Financial Service Delivery
Sustainable Models for eFinancial Service Delivery: Looking under the Hood Nahum Goldmann
President
ARRAY Development |
|
| 3:45pm - 4:00pm | Prize Draw |
* Schedule subject to change
|
| |
