SWIFT Operations Forum - Americas 2010



Dates: 
April 21-22, 2010
Venue: Marriott Marquis
1535 Broadway, 6th Floor, New York, New York

Registration Fee
Standard full rate: USD 750 per person
Group (4 people) standard full rate: USD 2,250

Wednesday 21 April 2010

08:00 – 09:00

Registration and Continental Breakfast

09:00 – 09:30

Welcome from SWIFT

  • Chris Church, Chief Executive Americas, SWIFT
  • Yawar Shah, Chairman of the Board, SWIFT

09:30 – 10:30

Business Plenary: Navigating the New Normal - Balancing risk, globalization and key business priorities

  • John Authers, Editor of the Lex Column, Financial Times
  • Dan Gardetto, Director, Global Treasury Operations, Ford Motor Company
  • Lauren A. Hargraves, Senior Vice President and Manager of the Wholesale Product Office, Federal Reserve Bank of New York
  • Julie Monaco, Head of Global Transaction Services for North America, Citi
  • Karen Peetz, Senior Executive Vice President and Chief Executive Officer of Financial Markets and Treasury Services, BNY Mellon

10:30 – 11:00

Innovation Introduction: How is SWIFT looking at Innovation and how can you get involved?

  • Peter Hinssen, CEO, ACROSS
  • Kosta Peric, Head of Innovation, SWIFT

11:00 – 11:30

Coffee break and exhibition hall

11:30 – 12:30

Work sessions I

12:30 – 13:30

Lunch and exhibition hall

13:30 – 14:30

Special Interest Session: Technology trends and ways SWIFT is adopting them to enhance operational performance

  • Michael Fish, Chief Information Officer, SWIFT
14:30 – 15:30 Worksessions II
15:30 – 16:00

Coffee break and exhibition hall

16:00 – 17:00

Work sessions III

17:00 – 19:00

Welcome cocktail reception


Thursday 22 April 2010

08:00 – 09:00

Continental Breakfast and exhibition

09:00 – 09.15

USNG update

  • John McKessy, Chairman, U.S. User Group

09:15 – 09:45

In Conversation with…

  • Kelly A. Mathieson, Managing Director, Clearance & Collateral Management Executive, J.P. Morgan
  • Pat Curtin, Head of Securities Markets, SWIFT

Collateral Management has become a hot topic lately with calls for greater accountability, transparency and automation. This conversation will discuss key trends in the evolution of managing collateral and counterparty risk, plus dispute resolution and reconciliation management.

09:45 – 10:45

Work sessions IV

10:45 – 11:15

Coffee break and exhibition hall

11:15 – 12:15

Work sessions V
Innovation Plenary: Technology trends – is cloud computing part of the answer?

  • Peter Hinssen, CEO, ACROSS

12:15 – 13:30

Lunch and exhibition hall

13:30 – 15:00

Innovation Plenary: Technology trends – is cloud computing part of the answer?
Winners of Innovation Challenge Announced

  • Peter Hinssen, CEO, ACROSS
  • Kosta Peric, Head of Innovation, SWIFT
15:00 – 15:15

Coffee break and exhibition hall 

15:15 – 16:00

Closing plenary

  • Fabian Vandenreydt, Head of Product Management, SWIFT
  • Chris Church, Chief Executive Americas, SWIFT

Work sessions

> I need to be flexible with my Training dollars – how can SWIFT help me?
In the new normal clients are faced with being more creative about how they utilize their Training budget. Equally, SWIFT Training needs to be just as nimble. Attend this session to hear from one of our customers how SWIFT Training helped them to meet their specific needs. Additionally, learn about the updates to our training portfolio for 2010 including several flexible delivery methods available to you.

Speakers:

  • Nancy Durso, Vice President, BNY Mellon Treasury Services Learning & Development
  • Carmen Mejia, Senior Instructor, SWIFT Americas

> Integretion: My systems don’t “speak SWIFT” – do you have a translator?
In a world of many technological languages, efficient communication between systems is challenging. SWIFT provides a standard for financial communications, but how do you implement them? Attend this session to learn how clients have partnered with SWIFT to fast-track programs geared towards getting their back-office to “talk SWIFT”, supporting new messaging requirements, reducing their Total Cost of Ownership and eliminating technical inefficiencies. Additionally, discover how SWIFT experts can help you in every phase of your project: from the initial assessment of your business processes, to design of a solution, all the way to go-live and maintenance.

Speakers:

  • Elizabeth Hussey, Director, Cash Management & Payment Platform Support/Development, BNP Paribas
  • Pat Antonacci, Senior Consultant, SWIFT Americas

> STP Highs and Lows: Leveraging SWIFT expertise to increase operational efficiency
Attend this session to hear how a SWIFT client has increased operational efficiencies and STP rates, thereby decreasing risk and minimizing charges. Furthermore, learn about how SWIFT experts can help in every phase of your project: from the initial assessment of your business processes, to design of a solution, all the way to go live and maintenance.

Speakers:

  • Steve Sloan, Vice President, Custody Product Management,  J.P. Morgan
  • Stephanie R. Watson, Vice President, Central Wire Facility, SunTrust Bank
  • Tom Obradovich, Senior Consultant, SWIFT Americas

> Asset Servicing: Automation from end-to-end
This session will include an overview of what SWIFT is doing in asset servicing, with a special focus on the new  ‘Issuer-to-Investor: Corporate Actions’ initiative whereby DTCC, SWIFT and XBRL US have joined forces to promote end-to-end automation. Speakers will share their perspectives on how this will help transform corporate actions processing and bring significant benefits to their mutual clients.

Speakers:

  • Michelle Savage, Vice President, XBRL US
  • Janet Wynn, Managing Director, The Depository Trust & Clearing Corporation
  • Dennis Goodenough, Senior Business Manager, SWIFT Americas

> New in the world of Standards
This session will focus on the latest developments in the area of Standards, including:

  • What’s new on the MT-MX coexistence front
  • Upcoming ISO 20022 development plans
  • Highlights of the 2010 Standards Release
  • Preliminary highlights of the Standards Release in 2011

Speaker:

  • Jeffery Eck, Standards product Manager, SWIFT Americas
    James Wills
    , Senior Business Manager, SWIFT Americas

> SWIFT in Securities - a roadmap for the future
This session includes a brief history of SWIFT in the Securities market, highlights today’s key initiatives and introduces SWIFT’s strategic roadmap for supporting the industry over the next 18 months.

Speaker:

  • Dennis Goodenough, Senior Business Manager, SWIFT Americas

> We have an app for that - an overview of the SWIFT partner community
During this session, you will learn how SWIFT works with the community of application and service providers to deliver end-to-end solutions that will support your SWIFT needs. Come and learn about the various certifications SWIFT performs for applications, services and service bureaus to ensure that you get most out of your SWIFT connection.

Speaker:

  • Philippe Lecomte, Head of Partner Management, SWIFT Americas

> Payments trends
What’s coming in 2010 that will impact your business and operational workflows? Hear about evolutions in industry standards and services including MT 202COV, Customer Transfer Payment message (CTP), Electronic Bank Account Management and Trade for Corporate messages.

Speaker:

  • Eileen Dignen, Managing Director Banking, SWIFT Americas

> Global Remittances: Trends driving change in the market
Learn about the evolution of global remittances. The session will cover market trends, key corridors, delivery channels and SWIFT’s role in the market. Hear from a client about their implementation of SWIFT as part of their global remittance solution.

Speakers:

  • George Koutzen, Citi, Director – Global Remittance Services
  • Jairo Namur, Latin America Regional Manager, SWIFT Americas

> GE goes “green” with SWIFT
Leverage your SWIFT connection to eliminate paper statements. Hear a business case from GE and one of their banking partners highlighting challenges, key considerations and benefits of using SWIFT to receive daily information reporting and monthly account statements.

Speakers:

  • Susan Boeri, Manager, Product Management, GE Corporate Treasury, Global Cash Management
  • Michael Bosacco, Senior Consultant, Treasury Strategies, Inc.
  • Matt Monaco, Head of Corporate Sales North America, Banking Initiatives, SWIFT Americas

> Road trip with the Alliance family - we are taking the lucky 7!
You will hear all about the Alliance product roadmap on Gateway, Access/Entry, Integrator and Webplatform. What is the impact of Release 7 on your infrastructure operations and management? And how can you best prepare for a successful trip?

Speakers:

  • Chetan Cariappa, Technical Sales Expert, SWIFT Americas
  • Eric Aerts, Alliance Access Product Manager, SWIFT Belgium

> Are you resilient? Are you sure? Raise your resiliency levels with innovative Alliance technology
SWIFT is deploying new technology to optimize our own infrastructure. Are you tapping into all the SWIFT product set can offer to optimize your own? This session will offer a detailed view on the resilience options available today. We will discuss simple and efficient ways to ensure you’re covered, helping you guarantee highest availability.

Speakers: 

  • Aravind Baliga, Technical Sales Expert, SWIFT Americas
  • Eric Aerts, Alliance Access Product Manager, SWIFT Belgium

> "Innotribe" - Enabling collaborative innovation
Share... Discuss... Select... Develop......ideas to shape the future of the financial industry. Do you have a new idea for a product or a service in the financial community, and you think SWIFT can help make it a reality?  Through a facilitated brainstorming workshop let’s uncover ideas that will help evolve the financial industry.

Speakers:

  • Peter Hinssen, CEO, ACROSS
  • Stacy Rosenthal, Senior Business Manage Payments & Corporate Strategy, SWIFT Americas 
  • Filip Versluys, Manager Technical Sales, SWIFT Americas

Work sessions:


Based on feedback we received from attendees from prior events, we have distributed the Work Sessions allowing participants to attend as many sessions as possible. Below is a tentative schedule of when these sessions will take place.

Please note that these are subject to change:

Wednesday, 21 April 2010

11:30-12:30

I need to be flexible with my Training dollars - how can SWIFT help me?

STP Highs and Lows: Leveraging SWIFT expertise to increase operational efficiency

Asset Servicing: Automation from end-to-end

New in the world of Standards

Global Remittances:  Trends driving change in the market

Road trip with the Alliance family - we are taking the lucky 7!

14:30-15:30

I need to be flexible with my Training dollars - how can SWIFT help me?

STP Highs and Lows: Leveraging SWIFT expertise to increase operational efficiency

Asset Servicing: Automation from end-to-end

New in the world of Standards

Global Remittances:  Trends driving change in the market

Road trip with the Alliance family - we are taking the lucky 7!

16:00-17:00

SWIFT in Securities
A roadmap for the future

New in the world of Standards

We hav an app for that - an overview of the SWIFT partner community

Payment trends

“Innotribe” -  Enabling collaborative innovation

 


Thursday, 22 April 2010

9:45-10:45

Integration:
My systems don't "speak SWIFT" - do you have a translator?

SWIFT in Securities
A roadmap for the future

Payment trends

GE goes "green" with SWIFT

Are you resilient?
Are you sure?
Raise your resiliency levels with innovative Alliance Technology

“Innotribe” Enabling collaborative innovation

11:30-12:30

Integration:
My systems don't "speak SWIFT"
do you have a translator?

We hav an app for that - an overview of the SWIFT partner community

GE goes "green" with SWIFT

Are you resilient?
Are you sure? Raise your resiliency levels with innovative Alliance Technology

 

 


Exhibition Hall

SWIFT Operations Forum Americas 2010 we will a feature a SWIFT Demo zone and an Exhibition Hall for all of specific Partners. The SWIFT Demo Zone will feature the following products and services for you to view:

  • Accord
  • Alliance Access 6.3 & 7.0
  • Alliance Integrator 2.0
  • Alliance Lite 2.0
  • Customer Support Rapid Response Team
  • Swift.com update
  • SWIFT eTraining
  • SWIFT Standards Developer Kit
  • SWIFT Watch

The Exhibition Hall will allow you the opportunity to meet the following partners:

  • Akshay 
  • Axeltree
  • Bankserv
  • BT
  • EastNets
  • ECS Financials
  • Electra Information Systems
  • Expertus
  • Incentage
  • Informatica
  • SmartStream
  • Sterci
  • SunGard
  • Systar
  • Volante

A special thanks to our Sponsor:

  • BNY Mellon, Wednesday, 21 April 2010, 11:00am-11:30am, Coffee Break