Leading a connected culture

May 17-18, 2016  |  Cary, NC

Register Now

Why attend?

Today more than ever, we are connected to each other through data. For the financial services industry, this data has two faces. The progressive side has enabled stronger growth and long-term profitability, but the dark side is marked by cybercrime, fraud and privacy breaches. SAS® Analytics makes it possible to manage both sides of the coin.

Join us for the sixth annual SAS Financial Services Executive Forum to hear how financial services and insurance executives are finding clarity in the apparent chaos of their data, and using the resulting insights to lead with confidence.


Tuesday, May 17
11 a.m.
Golf at Prestonwood Country Club (optional)
4 - 6 p.m.
Cooking Demonstration (optional - alternative to golf)
Prestonwood Country Club
6 - 9 p.m.

Welcome Reception and Dinner
Prestonwood Country Club

Relax and enjoy cocktails and cuisine as we officially welcome you to the forum. Business casual attire is appropriate for this event.

Wednesday, May 18
All events will take place in the SAS Executive Briefing Center (Building C). Business professional attire is recommended.
7:30 a.m.Transportation to SAS departs from The Umstead
7:45 a.m.
Registration and continental breakfast
Networking Hall
8:30 a.m.
Opening Remarks
David Macdonald, Vice President , Financial Services, SAS United States
EBC 150
8:45 a.m.
Keynote Presentation
Parag Khanna, Global Strategist and Author
9:45 a.m.
Networking Hall
10:15 a.m.
Digital Transformation: The Customer Experience Mandate
Michele Eggers, Senior Director, Customer Intelligence Product Line, SAS
Kimberly McGraw, Solutions Architect, Customer Intelligence Solutions, SAS
10:45 a.m.
Moving Stress Testing Beyond Regulatory Compliance With Risk Analytics
Jaap Ritzen, Managing Director – IHC, CCAR Lead, BNP Paribas
David Kadio-Morokro, Principal, Advisory Services, Ernst & Young
Alan Neale, Senior Director of Consulting, Risk Research and Quantitative Solutions, SAS
Troy Haines, Senior Vice President, Head of Risk Research and Quantitative Solutions
11:30 a.m.
Paradigm Shift: Managing Financial Crimes Risks in a Global Economy
Frederick Reynolds, Senior Global Financial Crimes Compliance Executive, Bank of America
David Stewart, Director of Fraud and Security Intelligence Solutions for Banking, SAS
12:15 p.m.
Executive Dining Rooms 1-3, Marketplace Café
1:30 p.m.

SAS Talks
These rapid-fire, high-impact presentations will get straight to the details of real-world best practices. Each 15-minute presentation will feature a topic-area expert who will focus on what’s worked and what’s next in financial services.

Hosted by Jill Dyché, Vice President, SAS Best Practices

Big Data Makes a Difference, But So Do People, Processes and Technology
Cathy F. Burrows, Director, Strategic Initiatives and CRM Infrastructure, RBC Royal Bank

Advancing Analytics in the Digital Age
Rakshit Kapoor, Chief Information Officer and Senior Vice President, Enterprise Business Intelligence and Analytics, Travelers

Innovation and Analytics as a Necessity
Angela Williams, Vice President of Analytics and Business Development, Transamerica

2:45 p.m.Break
Networking Hall
3:00 p.m.
Reduce the Hacker’s Advantage: How to Improve Cybersecurity With Analytics
Ray Boisvert, President and CEO, I-Sec Integrated Strategies (ISECIS)
Stu Bradley, Vice President, Cybersecurity Solutions, SAS
3:45 p.m.
The Business Impact on Technology Disruptors in Financial Services
Keith Collins, Executive Vice President and Chief Information Officer, SAS
4:30 p.m.
Farewell Reception
Networking Hall

Join us for networking, light hors d'oeuvres, and alcoholic and nonalcoholic beverages.
5:30 p.m.
Transportation to RDU Airport and The Umstead

Technology Demos

Live demos of the latest SAS technology will be available throughout the day, including during morning break, end of lunch, afternoon break and the farewell reception.


SAS is pleased to offer a choice of complimentary networking events on Tuesday, May 17. You may choose to play golf or attend a cooking demonstration prior to joining us for dinner in the evening.

Golf at Prestonwood Country Club

Join SAS executives and your fellow forum guests for 18 holes of championship-caliber golf at Prestonwood Country Club. Golfers will depart The Umstead Hotel and Spa at 11 a.m. on Tuesday for practice on the greens and driving range, and a 12:30 p.m. shotgun start. Appropriate course attire includes slacks/walking shorts, a collared shirt (no jeans or T-shirts, please) and soft spikes only. A boxed lunch will be provided at the course.

Cooking Demonstrations at Prestonwood Country Club

Network with other forum guests while Prestonwood’s culinary team demonstrates how to artistically create and prepare fresh dishes. Attendees will enjoy samples of each appetizer, beer and wine. Business casual attire is appropriate for this event.

Welcome Reception and Dinner

We will officially kick off the forum with a cocktail reception at 6 p.m. on Tuesday, May 17, at Prestonwood Country Club. The reception will be followed by a three-course plated meal.


On Thursday, May 18, continental breakfast and lunch will be provided. At the conclusion of the forum, attendees are invited to a reception featuring light hors d'oeuvres as well as alcoholic and nonalcoholic beverages.

Hotel and Travel

The Umstead Hotel and Spa
100 Woodland Pond Drive
Cary, NC 27513

The Umstead is adjacent to the SAS campus. For your convenience, we have secured a special rate for forum attendees. The deadline to secure this rate is April 25. You may make your hotel reservations during the conference registration process. There are a limited number of rooms within this block, so please book early.

Flight arrangements and hotel accommodations are the responsibility of individual attendees. Please book your flights into and out of Raleigh-Durham International Airport.


Ground transportation from RDU Airport is the responsibility of individual forum attendees. SAS will provide complimentary shuttle service between SAS campus, The Umstead and Prestonwood for all forum-related events. Complimentary shuttle service from SAS to RDU Airport will be available at the conclusion of the forum at 5:30 p.m.

The concierge at The Umstead can also arrange town car or taxi transportation. Please contact the concierge a 919-447-4030 regarding all transportation requests and to confirm rates.


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