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3rd Annual Technology & Innovation – the Future of Banking & Financial Services

17 June, 2009
The Sofitel Hotel
Melbourne, Australia






Wednesday, 17 June 2009





08:15 AM


Registration and welcome tea and coffee



08:55 AM


Welcome address by Conference Chairman


09:00 AM


Opening Keynote Address: Never Let a Crisis go to Waste – How to Innovate During the Tough Times

  • Innovation as a positive business-enabler in the backdrop of an economic crisis
  • Getting the balance right between services, products and models that scale but that will also appeal locally
  • What Australia can learn from Asian innovation

Keynote Speaker: Nick Dean, Head of IT Business Partnership, Asia Pacific, ANZ



09:30 AM


Keynote: Innovative Technology in Customer Centric Banks

  • Restoring, sustaining and preserving customer confidence in turbulent times
  • Gaining wallet share: focusing IT innovations on business expansion around existing customers
  • Implementing the right IT solutions to meet customer demands
  • Effective and efficient call centers: How to avoid playing “pass the parcel”

Keynote Speaker: Jason Millett, General Manager - Strategy, Execution & CIO - Product & Operations, Westpac

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10:00 AM


IT Leaders Panel

  • What can we expect IT to contribute in an uncertain economy?
  • Trends, disruptions and emerging threats and opportunities facing the banking and financial services sector
  • Innovation’s role in a global crisis landscape
  • Mergers, consolidation and the financial crisis’ impact on IT mandates

Panellists:
Nick Dean, Head of IT Business Partnership, Asia Pacific, ANZ

Jason Millett, General Manager - Strategy, Execution & CIO - Product & Operations, Westpac

Paul Rickard, Executive General Manager Premium Business Services and CIO, Commonwealth Bank
Gerd Schenkel, General Manager, UBank

Moderator: Michael Pascoe, Business and Finance Commentator



10:40 AM


Morning refreshment break


11:10 AM


Operational Efficiencies Panel

  • What are the emerging models for operational efficiency from Shared Services to Service Companies?
  • What can be learned from other industries that can be leveraged for financial services?
  • Risks and mitigations to achieve desired outcomes of operational efficiency

Panellists:
Donie Lochan, Partner, Bain & Company

Rob Kliman, Head of WSS Technology, Worldwide Securities Services, J.P. Morgan
Peter Mahler, Past CIO, Coles

Phil Abernathy, Expert Agile Advisor, Suncorp
Alison Harrop, Division Director, Macquarie Group Limited


Moderator: Scott Hunter, Senior Vice President, Value Engineering, SAP Asia Pacific Japan



11:50 AM


Keynote: The New Security Agenda

  • What latest technologies are creating new security and productivity challenges and how to adapt to such threats
  • Managing and innovating new solutions such as reputation-based security and social networking tools
  • How the continued convergence of security and management technologies enable an environment of confidence in the connected world

Speaker:
Craig Scroggie, Vice President and Managing Director, Symantec



12:15 PM


Keynote: Great Expectations: The Evolving Role of the CIO

  • How a new kind of CIO is emerging – one with a unique and powerful blend of corporate strategist and first class innovator
  • Drawing on the parallels of CIO and COO
  • The rewards; the challenges; the finer execution points
  • What the transition means for CIOs in waiting and exclusive insights for aspiring COOs

Keynote Speaker: Charles Lawoko, Principal Director, Insight2Action



12:45 PM


Networking Lunch


01:45 PM


Capturing Relationships When Money—and Customers—Are on the Move

  • One in three individuals is re-evaluating their financial relationships: How do you re-position your brand to capture new customers?
  • Getting back to the basics: face-to-face interaction with your customers
  • How do you maintain a personal relationship with your customer in an online world?
  • Going beyond CRM: Incentivising loyal customers

Keynote Speaker: Gerd Schenkel, General Manager, UBank

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02:15 PM


Keynote: The Future: Technology Innovations in the Next Three Years

  • Integrating innovative and value added components into your existing base systems
  • Moving towards a dynamic applications technology strategy Taking a more nimble and flexible approach to your IT systems
  • Using widgets to present information to customers.

Keynote Speaker: Bob Hall, CEO, Sandstone

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02:40 PM


Keynote: Strategic Innovation as a Positive Business Enabler

  • How firms can continue to innovate and be forward thinking regardless of economic climate
  • Insight into strategic investment(s) during volatile times
  • What types of firms will come out on top, post the Global Financial Crisis?

Keynote Speaker: Rob Kliman, Head of WSS Technology, Worldwide Securities Services, J.P. Morgan



03:10 PM


Afternoon refreshment break


03:30 PM


Keynote: Lean and Agile: Techniques to Deliver More with Less

  • How Lean and Agile principles and techniques can be used to manage the work pipeline with a focus on delivering more with less
  • The reason why getting portfolio and resource management right, using these techniques, is critical to getting the most out of limited resources
  • The role IT management can play using Lean and Agile to increase productivity and throughput

Keynote Speaker: Phil Abernathy, Expert Agile Advisor, Suncorp



04:00 PM


Keynote: Aligning IT Investment with Business Priorities

  • The contribution of Enterprise Architecture to reducing costs and organizational efficiency
  • Eliminating the overlap both in IT and in organisational structure and processes
  • Customer case studies illustrating how global organisations are aligning their IT spend with their business priorities

Keynote Speaker: John Macleod, Consulting IT Specialist, IBM Rational



04:25 PM


Customer-centric IT: Acquiring—and Retaining—Your Core Base in a Downturn Economy

  • Innovation’s role in preserving customer confidence in turbulent times
  • How to establish consistent performance measurements
  • Using the latest in CRM analytics to develop competitive strategies
  • Next generation tactics to improve the customer experience while driving revenue growth
  • Tips to incentivise loyal customers

Panellists:
Darren Baird, Head of Technology Experience, ANZ
Robert Hemphill, Head of Strategy, NAB Personal Banking
Jason Flanagan, Head of Contact Centres, BT Financial Group
Brian White, General Manager Transaction Services, Commonwealth Bank

Branko Panich, Principal, Booz and Company

Moderator: Charles Lawoko, Principal Director, Insight2Action



05:05 PM


Networking drinks and canapés
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