Featured Oracle Keynote: Building, Acquiring and Integrating Business Software for Financial Services
Charles Phillips, President Oracle

The ultimate objective of Oracle's software vision and strategy is to provide our customers with better business insight, more adaptable business processes and a superior ownership experience. The goal is reduced costs, improved risk management and a complete set of software to run your business more efficiently. Oracle is pursuing a strategy to build, acquire and integrate the best software to meet these needs. Charles Phillips will provide an update on that strategy and how it meets Financial Services customer requirements today and tomorrow.

Networking Break
Negative 2 Level Foyer, InterContinental Hotel

Featured Industry Keynote: Enterprise SOA – Building the Next Generation of Banking
Michael Blum - Vice President Technology Solutions Group World Wide Financial Services Industry, Hewlett Packard

The financial services industry is continually challenged to improve its cost-to-income ratio and return on assets. Meanwhile, the status quo has changed, and the need for system integration at financial institutions has never been greater. This ability to adapt and create services rapidly enables greater business agility and, in essence, shifts the way we think about traditional architecture. This featured keynote will look at ways, that Enterprise SOA can potently bring an end to monolithic application architectures—and look at ways to build the next generation of banking.

A Bankers Perspective – The Outlook for 2008 and 2009
Panel Discussion hosted by Don Russo, Group Vice President, Oracle Financial Business Unit with Banking Industry experts including:

• Steve Meadows, Director of Operations and Technology, AIB (Allied Irish Bank Group)
• L Todd Budge, President and CEO, Tokyo Star Bank, Ltd.
• Mr. Kanchan Nijasure, COO, Bank Danamon

According to industry analyst, the global economic growth will probably average 2% or less in the United States, Western Europe and Japan in 2008 because of the lingering fallout from tightening credit conditions, reduced global trade momentum and more cautious household spending attitudes. China's growth may fall back into single-digit territory, though gains in international market share and robust domestic demand should keep its rate of expansion above 10% in 2008. While the key drivers vary considerably across nations, ranging from strong infrastructural development to robust commodity exports, India, Russia and a number of emerging nations will continue to outperform traditional developed economies by a substantial margin. The industry panel will discuss strategies on how the Financial Services industry will adopt new business models, further consolidate and look innovative ways to stimulate growth.

Welcome Networking Reception
9th Floor – The Premiere Room, InterContinental Hotel

Networking Breakfast
Aphrodite – Lobby Level, InterContinental Hotel

Welcome Back – General Session
Don Russo, Group Vice President, Oracle Financial Services Global Business Unit, Oracle
Ballroom 1,2,3 - Negative 2 Level, InterContinental Hotel

Featured Industry Keynote: The Elephant and the Dragon – The Rise of India and China and What It Means for All of Us
Robyn Meredith – Forbes and NY Times Reporter, and Author

Changes in India and China are rapidly shaping the world's political and economic future. Meredith shows that the rest of the world can adapt – even thrive – provided they understand these giant nations. In both economics and politics, India and China are as opposite as Gandhi and Mao. Rather than lumping India and China together, Meredith argues that understanding those startling differences is crucial to evaluating the opportunities and the risks that are the subject of conversations taking place in boardrooms from Tokyo to New York to Frankfurt. Meredith upends conventional wisdom – more than jobs are at stake. What's at hand is a major shift in post-Cold War geopolitics, one spurred on by a growing thirst for oil, newfound military challenges and danger to the environment. Our Featured Industry keynote will outline ways to better understand the impact of India and China and how to leverage the changing marketplace and be more responsive to market needs.

A Customers Perspective: How to Drive Innovation in the Emerging Markets
Panel Discussion hosted by R. Ravisankar - Group Vice President, Oracle Financial Services Global Business Unit, and Vice Chairman, i-flex solutions with Industry experts including:

• Charalambos Papanayotou, Executive General Manager, Alpha Bank – Confirmed
• Patrick Thng - Head Technology treasury, World Bank
• Natividad N. Alejo, Group Head, Bank of the Philippine Islands
• Emmanuel Daniel , President and Editor in Chief, The Asian Banker Journal

Innovation is all well and good, and absolutely necessary to thrive. So, how do you deal with the constraints and roadblocks that get thrown at you on a daily basis? Regulatory requirements, compliance requirements, budgetary constraints, resource constraints – all of these combine to make innovating something that often gets put on the back burner. The panel will share some thoughts and best practices on how to think about innovation when you're faced with a deluge of constraints against it, and how to use it to delve into new markets.

Networking Break
Robyn Meredith Book Signing
Negative 2 Level Foyer, InterContinental Hotel

Featured Industry Keynote: Bank Transformation in Turbulent Times
Pablo Suarez, Business Services Partner, Financial Services Sector Leader, South West Europe, IBM

As the financial services industry faces fundamental changes and turbulent times, they must re-examine the way they mitigate losses, ensure ongoing liquidity and optimize cost structures. Firms also need to differentiate and transform themselves in ways that are not easily duplicated by competitors. This presentation will outline how industry leaders are turning to new business modes to help transform the way they do business in order to gain a competitive edge and find new revenue streams in order to grow profits.

Industry and Customer Panel: Enabling New Business Models. The Impact to Your Customers and Business
Panel Discussion Hosted By: Martin Whybrow, Managing Director International Business Systems Publishing Company with guests:

Banks around the world are facing challenges, more competition and strict regulations. To meet these turbulent times, more and more institutions are looking at a wide range of ways to gain more flexibility and efficiency, which may require new business models, architecture, systems and processes. The panel will outline thoughts and ides on market drivers, priorities and approaches to help enable new business models and look at the impact to customers and business.

Networking Lunch
Aphrodite – Lobby Level, InterContinental Hotel

Breakout Sessions Tracks:
Ballroom 2&3, Ballroom 1, VIP (Negative 2 Level) Omikron (Negative 1 Level)
Create a Customer-Centric Enterprise

The Future of Relationship Management Begins with Segmentation
4:30 – 15:15, Ballroom I (Negative 2 Level)
Speaker: Ralph Silva, Senior Analyst, European Banking and Payments, Tower Group
Description: Historically, financial services relationship management methodologies have formed the foundation of risk management tools, over the past decade, however, the complete inadequacy of these tools have disconnected CRM from the risk management model. Through the use of proper segmentation principles, CRM can become effective, and as a result, become the foundation to risk principles.

Client Centric Enterprise: Status Quo, Myths, Dreams and Reality
15:25 – 16:10, Ballroom I (Negative 2 Level)
Speaker: Patrick Weber, Lead Core Banking and Payments, EMEA, Technology Solutions Group, EMEA, HP
Description: As enterprises move, or attempt to move towards a client centric enterprise, they discover that this is more than the implementation of new software. Old dreams come alive, myths re-surface, status quo is ignored and reality brings all back to earth. This session will cover these dreams, myths and realities and will show what used to be "client centric", and what enterprises are moving towards.

Flexibility & Expenditure: Solutions for Customers in a Cost and Demand Driven World
16:20 – 17:05, Ballroom I (Negative 2 Level)
Speaker: Mark Young, Head: Business Development, Old Mutual Service, Technology & Administration, Old Mutual South Africa
Description: There is no one end customer in financial services. Changing market dynamics and market demands have forced providers to create solutions that cater to a range of customers depending on product differentiation or IFA vs. direct, to name but a few. This session is a case study in what we as a TA or administration provider have done to deal with these changes.

Our Approach to a UBS Implementation
14:30 – 15:15, Ballroom II & III (Negative 2 Level)
Speaker: David Webb, COO, SVB Financial Group
Description: There is little differentiation between financial institutions today: the ability to respond to the globalization of markets and deal with new forms of competition, by leveraging technology, has become critical as both a defensive and an offensive strategy. Large financial institutions find themselves burdened with vast amounts of legacy technology and their ability to respond to market forces is severely limited. This session is intended to review how SVB is responding to the opportunities presented by the current realities of the markets and is investing in their future during these turbulent times.

Title TBD
15:25 – 16:10, Ballroom II & III (Negative 2 Level)
Speaker: Ignacio Lopez Sanchez, Banking Manager, Everis
Description: During this presentation we will review some key processes that improve the ability of a financial services organization to understand and manage market needs.

Service Oriented Banking Infrastructure - Operational Effectiveness through Full-Service Offering
16:20 – 17:05, Ballroom II & III (Negative 2 Level)
Speaker: Dr. Walter Kirchmann, Managing Director, IZB (Informatik Zentrum Bavaria)
Description: CIOs often underestimate the importance and contribution of infrastructure. In many cases IT organisations are stuck between increasing demands for reliability and performance at decreasing costs and limited capabilities for systems engineering and service integration. i-flex and IZB developed a service offering to overcome this dilemma: change + run for application + infrastructure. CIOs can contribute to their banks' business and leverage their internal core competencies more effectively.

Title TBD
14:30 – 15:15, VIP Room (Negative 2 Level)
Speaker: Bill Kasali, Director, Finance, Basel Central Solution and Basel Reporting, Bank of Montreal
Description: TBD

Risk Management is Business Management. A Framework to Link Risk Insight Back to Strategic and Operations Management.
15:25 – 16:10, VIP Room (Negative 2 Level)
Speaker: Thomas Martin Weber, Global Director, Business Intelligence and Compliance Solutions, Financial Services Industry, HPDescription: Enterprise wide approaches are required to provide next generation risk management and compliance. Data driven frameworks, combined with effective operational risk management instruments need to be linked into the business service delivery. Today's architectures allow us to go beyond self assessments as key instruments into automated real-time instruments which enable continuous, real-time transparency and process performance insight on how operational risk impacts service delivery and the client relationship.

Revisiting Credit, Liquidity and Market Risk
16:20 – 17:05, VIP Room (Negative 2 Level)
Speaker: Ralph Silva, Senior Analyst, European Banking and Payments, Tower Group
Description: The importance of risk management in financial services has never been greater. A depressed market, a lack of liquidity, an underperforming economy and a constant stream of fraudulent events have put the focus squarely on brand management and risk. Basel II has given us some guidelines but recent activity at SocGen has illustrated that banks are far from perfect. What can we expect in the future of risk management?

Lean and Digitize: an Opportunity and Best Practices in Banking
4:30 – 15:15 Omikron Room (Negative 1 Level)
Speaker: Bernardo Nicoletti, CIO, GE Oil & Gas, (Former CIO, GE Money)
Description: The need for the so-called 3 E's (Efficiency, Effectiveness, Economics) is growing also in the financial services world. The correct approach for automation is based on improving the processes with the customer in mind. An extremely interesting approach in this direction is based on applying the methodology of Lean Six Sigma and then starts the digitization project. This session will introduce the methodology and some best practices.

Transformation in Banks in Turbulent Times
15:25 – 16:10, Omikron Room (Negative 1 Level)
Speaker: Pablo Suarez, Global Business Services, Partner, Financial Services Sector Leader, South West Europe, IBMDescription: Enterprise wide approaches are required to provide next generation risk management and compliance. Data driven frameworks, combined with effective operational risk management instruments need to be linked into the business service delivery. Today's architectures allow us to go beyond self assessments as key instruments into automated real-time instruments which enable continuous, real-time transparency and process performance insight on how operational risk impacts service delivery and the client relationship.

Technology Support Operations - Strategies for Efficiency and Effectiveness
16:20 – 17:05, Omikron Room (Negative 1 Level)
Speaker: Krishnan Narayanan, Head of Investment Banking Information Technology, Singapore and Asia Pacific, Head of Support for IT Equities, UBS
Description: With businesses increasingly dependent on technology, most organizations have large IT support operations in the form of monitoring, helpdesk and application maintenance services to assure the high availability and performance of the IT systems. These support services have evolved over the last 5 to 10 years and are seen as extremely critical for the businesses, especially so in the investment banking houses. However, this adds to the overall costs of technology and with technology budgets going down, CIOs are coming under increased pressure to make the support operations cheaper without compromising on the levels of service. The ITIL framework has been the only innovation for support services in the recent past but it only addresses the structure and processes needed within a support organization. This session will provide insights into how the support paradigm has evolved over the years and how practical strategies can be adopted to make these organizations lean and efficient, while at the same time increasing the effectiveness and quality of services.

Gala Networking Dinner: In an authentic Byzantine setting, the Estate of George Nasioutzik spreads over the Mesogeia Valley like a fairy tale extending over 18 acres. George Nasioutzik has opened his estate to us for this very special Gala dinner. As you are transported back in time, you will experience the impressions of Ancient Greece through delicious food, wine created at the estate's vineyard, traditional music and dance, and many unforgettable images as you stroll through the exclusive Nasioutzik Museum – Sponsored by HP

Buses leave at 18:00 in the main lobby, InterContinental Hotel

Welcome Back – General Session
Don Russo, Group Vice President, Oracle Financial Services Global Business Unit, Oracle
Ballroom 1,2,3 - Negative 2 Level, InterContinental Hotel

Featured Oracle Speaker: Flexibility, Agility, Innovation: Key’s for Growth to Our Economies
Alfonso Di Ianni, Senior Vice President, Oracle European Enlargement & Commonwealth of Independent States Region, OracleThere are 5 key technology trends that will play a critical role in helping Financial Services firms maintain flexibility, agility and their innovative edge which all drive new revenue.

Industry Keynote: Turning Challenges Into Opportunities: Financial Services Business Scenarios for Future Success
Jost Hoppermann - Vice President, Principal Analyst Forrester Research

IT strategy is a key element of IT planning. Advanced firms — many of them in the banking space — use long-term business and IT visions to guide their strategies. To help financial services companies developing or maintaining their IT vision, Forrester interviewed IT vendors and banks in North America, Europe, the Middle East and the wider Asia Pacific region to get their take on banking and particular on IT in the 10 to 15 years. This session describes scenarios touching areas such as the business of banking, customer interactions, consumer electronics, and "applications”.

Customer and Industry Panel: Operational Excellence and Performance Management
Hosted by John Kirkbright - Chairman of the Banking Advisory Council, European Financial Management and Marketing Association (EFMA) with Executive Guests

• S Ramakrishnan - CEO, Reveleus
• Sanjeeb Chaudhuri - Regional CEO for Central & Eastern Europe and Head of Retail Banking & Marketing in EMEA, Citigroup
• Dr Eric Lemarque - President Operational Excellence and Quality, Caisse D’Epargne and Professor University of Bordeaux
• Ben Taylor - Head of Operations, Halifax Bank of Scotland

All companies who operate in the financial services market are under increasing pressure to find ways of improving their operational efficiency. This session on this topic will focus on the strategic and practical issues involved in creating a new operational model for both retail and corporate banking. The panel of industry experts will take a closer look at how financial institutions, can seize this opportunity and develop and strengthen valuable customer relationships, improve operations and reduce costs to improve overall profitability. Specific areas that will be covered include:

• Key people roles and skills in developing superior operational performance
• The role of technology and the right support tools in improving operational efficiency
• Setting targets and objectives for operational effectiveness
• Operational business transformation
• Measuring operational efficiency
• Organizational structures and responsibilities
• Learning from other industries

Networking Break

Executive Q & A
Hosted by N K Raman Managing Director & CEO, i-flex solutions

Closing Remarks
Alfonso Di Ianni, Senior Vice President, Oracle

Networking Lunch and Afternoon Activities
Buses leave at 12:45 in the main hotel lobby, InterContinental Hotel

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