Leading with Confidence in an Era of Uncertainty

Financial Services Session

Join your peers to examine how key industry executives are guiding their organizations confidently through today’s challenging market.

Key takeaways

• Optimize the timeliness, quality and consistency of your risk decision making.

• Bolster your customer acquisition and retention efforts.

• Streamline your government compliance activities.

• Gain new insights and understanding of critical market and consumer trends. 

Presentation

11:15 a.m. – Panel Discussion: Managing Risk in Uncertain Times
This interactive panel discussion will explore how government leaders can move their organizations forward with confidence and clarity, while mitigating the risk and uncertainty that faces our world today. 

Government executives, technology experts and industry thought leaders will lead an interactive conversation about how government organizations can proactively address enterprise risk management.  Questions addressed by the panel will include:  

• Is government responsible for managing all risk across both the public and private sectors? What does that mean for those leading this charge?
• How can government best provide oversight?
• Are financial bailouts the new normal?
• What can organizations do to evaluate risk within their portfolios?

Panelists:

• Robert N. Charette, President, ITABHI Corporation
• Al Runnels, Deputy Chief Financial Officer, US Department of Treasury
• Michael Stefanick, Senior Manager, SAS’ US Risk Practice
• Douglas Webster, author and former Chief Financial Officer, US Department of Labor

1:45 p.m. - Integrating SAS^® and Teradata – Past, Present and Future
Discover Financial Services has realized its goal of having leading-edge decision support capabilities, thanks to combining analytic tools from SAS and an enterprise data warehouse from Teradata. The SAS and Teradata strategy allowed Discover to optimize the timeliness, accuracy, quality and consistency of its risk-related decision making. Scott Overby, Vice President, Discover Warehouse, Decision Support, will explain how this integrated platform and collaborative partnership has given Discover a new understanding of critical market and consumer trends, allowing the company to remain a leader in the card industry.

This presentation focuses on:

• Business challenges prompting the integration.
• Initial results.

• Current areas of exploration.
• Goals and vision for deploying the SAS and Teradata partnership.

3:15 p.m. – Marketing and Customer Relationship Management (CRM) as a Service: How to Manage the Customer Experience
Martin Nitsche, head of marketing and CRM at Germany’s Dresdner Bank, will look at the dramatic shift in supplier-customer relationships – from the one-way communication of the past toward a multi-layered nexus of relationships. This complex approach – which is influenced by new media, new patterns of consumer behavior and increasing product variety – poses huge challenges for maintaining effective customer relationship management.

Broadly based communication activities and campaigns are declining in importance as they are replaced more and more often by tailored dialogue strategies. Dependent on customers’ behavior, these strategies are in a continual state of flux and are designed to provide an all-around brand experience. They are accompanied by the modified goal of implementing what is known as “customer experience management.” Based on the insight that companies ultimately add value via the cross-selling quota, Nitsche will emphasize new approaches to business-to-consumer communication.

Speakers

Robert N. Charette
President
ITABHI Corporation

In addition to his work as president of the ITABHI Corporation, an international risk management consultancy, Robert Charette is the director of the Enterprise Risk Management and Governance practice of the Cutter Consortium.

Charette has worked in all facets of risk management and has led major international defense, civil and commercial program assessments for more than 25 years. His books and papers on business and technology risk management are considered landmark publications in the field. 

Martin Nitsche
Head of Marketing and Customer Relationship Management (CRM)
Dresdner Bank AG

In addition to his marketing and CRM roles with Dresdner Bank AG, the second largest bank in Germany, Martin Nitsche is the designated Chief Marketing Officer for private and business clients in the new Commerzbank. He began his consulting career after graduating with a computer science in economics degree in 1994. In 1999, he switched to the client side to become the CRM divisional manager for the Deutsche Bank’s private client business. His next stops were as managing partner of the Grey Group’s argonauten360° and, most recently, CEO of Proximity Germany. He has also been the Vice President of Education and Training in the German Dialog Marketing Association since 2002 and is a lecturer at the Dialog Akademie DDA and the Wedel University of Applied Science. He is also the author and publisher of several books.

Scott Overby
Vice President, Discover Warehouse, Decision Support
Discover Financial Services

Scott Overby joined Discover in 2000. Discover Financial Services is the issuer of the Discover Card and operator of the Discover Network, Pulse ATM/Debit Network and the Diners Club Global Payments Network. Prior to Discover, he worked for MBNA (now Bank of America), most recently as First Vice President. Overby holds a bachelor’s degree and a master’s degree in business administration from Emory University.

Fred A. (Al) Runnels
Deputy Chief Financial Officer and Acting Chief Financial Officer
US Department of the Treasury

Al Runnels’ office provides advice on department wide financial management matters, oversees financial management systems, publishes quarterly and annual financial statements, and manages the Treasury working capital fund and asset management program. Prior to joining Treasury in 2008, Runnels served in various financial management positions within the Department of Defense.

Douglas Webster
Former Chief Financial Officer
US Department of Labor

The Honorable Douglas Webster is the former CFO of the US Department of Labor. Since retiring from the US Air Force in 1993, Webster has served as a consultant to federal agencies on cost and performance management, strategic planning and change management. He has spoken frequently on the need for enterprise risk management in the government.

Webster is the author of two books, including Chasing Change: Building Organizational Capacity in a Turbulent Environment, published in January.