SAS | The Power to Know
SAS Financial Services Executive Summit

Agenda at a Glance

Wednesday, April 30

11:00 a.m.
Golf at Prestonwood Country Club (optional)
Depart The Umstead Hotel and Spa for Prestonwood.
Practice on greens and driving range, boxed lunch provided.
12:30 p.m.Tee times
4:00 - 6:00 p.m.Tutored Wine Tasting at The Umstead (optional)
6:00 - 9:00 p.m.Welcome Reception and Dinner at The Umstead


Thursday, May 1

All events will take place in the SAS Executive Briefing Center (Building C). Additional details will be added as they become available.

Live demos of the latest technology from SAS and our event sponsors will be available throughout the day, including during breakfast, lunch, session breaks and the farewell reception.

7:30 a.m.Transportation to SAS departs from The Umstead
7:45 a.m.Registration and continental breakfast
8:30 a.m.Opening Remarks
David Macdonald, Vice President and General Manager, Financial Services Business Division, SAS United States
8:45 a.m.Keynote Presentation: Adapt and Disrupt: Capture New Business Opportunities and Stay Ahead of the Pack
Jeremy Gutsche, founder of and author of Exploiting Chaos
9:45 a.m.Break
10:15 a.m.

Panel Discussion
Breaking Down Big Data: Where to Focus Now

Financial services is the most data-heavy sector of the economy. So what kind of return can you expect on your investment in analytics? What big data technology trends, like Hadoop, are currently in play, and how can analytics help produce new insights? In this session, executives from leading financial services firms will share how they personally have used analytics to drive both top-line growth and bottom-line impact at their organizations.

Confirmed panelists include: Venkat Achanta, Global Head of Analytics and Big Data at AIG; Lynne Labrador, Director of Global Operations Technology at Citi; and Jill Dyché, Vice President of SAS Best Practices (moderator).

11:15 a.m.

Concurrent Breakout Sessions I
We asked, you answered! These sessions will feature topics that bubbled up repeatedly in our pre-Summit survey, including:


Innovations in Insurance
Insurers hoping to benefit from advances in technology often are hampered by the industry’s traditionally risk-averse culture, outdated systems and disparate data. In this session, an industry analyst and leading insurance executives will share how forward-thinking insurance firms are embracing emerging technologies to nimbly react and respond to change. They’ll also discuss the role these new technologies play in fostering innovation and creating a competitive advantage.


Confirmed panelists include Paul Friedmann, Divisional Senior Vice President at Great American Insurance Co.; Kimberly Holmes, Global Head of Strategic Analytics at XL Group; and Deborah Smallwood, founder of Strategy Meets Action.


Simply Complex: Managing Risk and Regulatory Compliance
As regulatory demands change, stakeholders’ expectations rise and the market landscape morphs, smart financial services firms are evolving the way they do business. What trends and technologies are affecting the way you handle regulators’ requirements for CCAR, BCBS 239 and more? Our experts will share their perspectives on the risky business of managing risk and compliance.


Confirmed panelists include Lawrence Mielnicki, former Executive Vice President of Analytics and Portfolio Management at PNC Bank; Randy Miller, Senior Vice President of Global Portfolio Strategies at Bank of America; Vic Warnement, Executive Vice President and Chief Compliance and Ethics Officer at American Express; and Donna Howe, Adjunct Professor at Brandeis International Business School and board member, Global Association of Risk Professionals (GARP) (moderator).

12:15 p.m.Lunch
Executive Dining Rooms, Marketplace Café
1:30 p.m.

Concurrent Breakout Sessions II


Hadoop and SAS®: Powering In-Memory Analytics

Exploding data volumes. Complex data challenges. Data from myriad sources. How do you extract insight, trends and meaning from all this data in Hadoop? In this session, we’ll explore how Hadoop and in-memory analytics can reveal the many possibilities in your big data and redefine how your organization solves complex problems.


Kirk Dunn, Chief Operating Officer of Cloudera; and Scott Chastain, Senior Manager, Data and Decision Science at SAS.


Operationalizing Analytics: Putting Data to Work
Banks, insurers, brokerages and payments providers have invested in analytics for more than 20 years, creating dramatic improvements in marketing, pricing and risk initiatives. But most pros agree it takes far too long to move such models out of the lab and into customer-facing applications.


How have industry leaders converted old-school analytics to next-gen platforms? Our experts will share how they have accelerated the idea-to-production cycle and improved their business performance by operationalizing analytics.


Confirmed panelists include John Lodmell, Director of Credit and Data Analytics at Advance America; Aren Arakelyan, Assistant Vice President of Credit Risk at M&T Bank; and Robin E. Way Jr., President of Corios LLC (moderator).

2:30 p.m.Break
2:45 p.m.

Great Expectations: Digital Marketing and the Customer Experience

As technology continues to change how financial and insurance firms interact with customers, it’s also creating new and better ways to wring maximum value from the massive amounts of data you’re already collecting. Innovative CMOs and CIOs are developing key alliances and applying analytics to attract and retain loyal and profitable customers.

In this session, industry experts will share how the thoughtful, strategic use of big data and analytics creates and cultivates deeper, more valuable customer relationships.


Confirmed panelists include Jim Catlin, Consumer Analytics, Modeling, Testing and Data Management Executive at Bank of America; Peter N. Johnson, Vice President of Enterprise Application and Information Services at MetLife; and Linda Clement, Customer Experience Advisory Consultant at SAS (moderator).

3:45 p.m.Executive Perspectives
Jim Davis, Senior Vice President and Chief Marketing Officer, SAS.
4:30 p.m.Farewell Reception
Join us for networking, light hors d'oeuvres, and alcoholic and nonalcoholic beverages.
5:30 p.m.Transportation to RDU Airport and The Umstead

SAS is a tobacco-free workplace. Smoking or the use of tobacco products by employees and visitors in or around company-leased or owned buildings is prohibited at all times.

April 30 - May 1
SAS World Headquarters
Cary, NC








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