Leaders Circle

Financial Services and Insurance Summit Sponsored by Deloitte

Reshaping the Financial Services Landscape

The Financial Services and Insurance Summit offers clarity, unparalleled insight, and critical analysis to help enterprises adapt in the ever-changing financial services landscape.

Banking operations have been impacted by the prolonged period of slower growth in the global economy. Financial institutions are realigning to earn, sustain, and grow their current operations. In the past 24 months, the increasing influence of new consumer and banking regulations continues to add to the existing challenges faced by companies all over the world.

These challenges are critical, and influence investments in the business application and technology landscape for the future. Customers are increasingly expecting a more personalized approach from banks rather than simply being an anonymous account holder. Additionally, in order to deliver better insight to the regulators and other stakeholders, banks and insurers have embarked on building shared finance and risk platforms and publishing risk-weighted performance measures.

Oracle is simplifying IT by engineering hardware and software to work together—from servers and storage to middleware and applications. Integrated solutions engineered for financial services make delivering IT simpler and help to build resilient business operations.

The Financial Services and Insurance Summit at the Leaders Circle @ OpenWorld, sponsored by Deloitte, brings together global leaders to discuss and share the financial services landscape.

Summit Highlights include:

  • Addressing Insurance Business Challenges with Core Transformation Enterprise Risk and Finance: Creating the Ultimate Financial and Performance Foundation
  • Enterprise Risk, Finance, and Compliance: Transforming the Business via Effective Analytics for Banking and Insurance
  • Financial Services: Enabling Strategic Growth through Delivery of a Complete Customer Experience
  • Making the Case for Core Banking Transformation
  • Simplifying IT with Engineered Systems and Financial Services Technologies

Who Should Attend:

  • CIOs, CTOs
  • Chief Risk Officer, Chief Compliance Officer
  • Heads of retail banking
  • Line-of-business managers
  • IT managers and directors in banking, insurance, and capital markets

When: Wednesday, September 25, 2013
Time: 12:30 p.m.–5:30 p.m.
Where: Fairmont San Francisco, Gold Room


Agenda

Wednesday September 25

12:30 p.m.–2:00 p.m.

Networking Lunch (all Leaders Circle attendees)

Grand Ballroom

2:00 p.m.–3:00 p.m.

Oracle Strategy in Financial Services

Sonny Singh, Senior Vice President and General Manager, Oracle Financial Services Global Business Unit

3:00 p.m.–3:30 p.m.

Financial Services Industry Market Outlook and Perspective

Mark Shilling, Principal, Leader Global Oracle Finance Transformation, Deloitte

Alok Sinha, Managing Principal, US Banking & Securities Leader, Deloitte

3:30 p.m.–4:45 p.m.

Customer Panel

Hosted by Greg Mitdbo, Vice President, Oracle Financial Services Industry Business Unit

Mark Firenze, CTO, Eagle Investment Systems

Greg Hoffman, Senior Vice President, International Product Solutions, PNC

Sanjay Mody, Head of Global Operations, Silicon Valley Bank

Paul Spiteri, CIO, Integration Services and Major Programs, Westpac

Sonny Singh, Senior Vice President and General Manager, Oracle Financial Services Global Business Unit