SWIFT The global provider of secure financial
messaging services

 

SWIFT Business Forum - Canada 2013


Dates:  April 8, 2013
Venue: The Westin Harbour Castle 
1 Harbour Square
Toronto, Ontario M5J 1A6

 

 

Balancing Business Priorities

Monday, 8 April 2013

08:00 – 09:00 a.m.

Registration and Continental Breakfast

09:00 – 09:30 a.m.

Welcome and SWIFT Update

  • Chris Church, Chief Executive - Americas, SWIFT
  • David Cyr, Senior Vice President, Enterprise Operations &  Payments, Technology & Operations, Royal Bank of Canada
  • Anne Suprenant, Country Head - Canada, SWIFT

09:30 – 10:30 a.m.

Opening plenary: Demystifying ISO 20022 - The real truth behind the standard
With the financial industry slowly moving to the new ISO 20022 standard we need to assess and plan for the future.  The panel will discuss everything you need to know about ISO 20022 including:  what it is, industry trends increasing adoption, the benefits that can be realized and the landscape of adoption globally. Find out why ISO 20022 is important to the payments and securities markets in Canada and around the world. 

Moderator: Jim Wills, Senior Business Manager, Initiatives, SWIFT

Speakers:

  • Roy DeCicco, Managing Director, Corporate and Investment Bank, Industry Issues Executive, J.P. Morgan
  • Michael Pavkovic, Managing Director, Products & Strategy, Royal Bank of Canada

10:30 – 11:00 a.m.

Coffee break

11:00 – 11:30 a.m.

Plenary: In Conversation with…
This session will look at how SWIFT’s strategy will help the industry cope with common challenges such as increased regulation, globalization, and the on-going need to increase industry efficiency.

Moderator: Chris Church, Chief Executive - Americas, SWIFT

Speakers:

  • David Cyr, Senior Vice President, Enterprise Operations & Payments, Technology & Operations, Royal Bank of Canada
  • Javier Perez-Tasso, Head of Marketing, SWIFT

11:30 a.m. – 12:30 p.m.

Work Sessions 1

12:30 – 1:30 p.m.

Lunch

1:30 – 2:30 p.m.

Work Sessions 2

2:30 – 3:30 p.m.

Work Sessions 3

3:30 - 4:00 p.m.

Coffee break

4:00 - 5:00 p.m.

Plenary: The rapidly changing world of payments
The rate of change in payments continues to accelerate even as regulatory measures and other cost pressures imposed on the financial industry increase.  The panelists will debate how to support current regulation while preparing for tomorrow’s industry landscape. They will also address other questions including: Which regulatory changes (e.g. FMI, CPSS/IOSCO) are likely to have the greatest impact?  How can firms get greater benefit from industry shared services?  What impact is the new generation having on the payments business and technology strategy? 

Moderator:  Doug Kreviazuk, Vice-President, Policy & Public Affairs, Canadian Payments Association  

Speakers:

  • John Christensen, Assistant Treasurer, New Ventures and Products, eBay Inc.
  • Christophe Uzureau, Research Vice President, Gartner

5:00 - 6:30 p.m.

Cocktail Reception


(*) Remark:


Approved for up to 5.4 CTP/CCM recertification credits
by the Association for Financials Professionals



Work Sessions

Strategy for success in a global treasury technology project
In this session, we will cover a SWIFT client's treasury project, including how they structured the business case, aligned SWIFT with broader treasury technologies, and their plan for global implementation. The session will include how to engage with your banks, treasury advisors, SWIFT and technology partners to plan a successful project.

  • Paul Tawel, Senior Manager, Treasury Operations, CN
  • Louis-Etienne Berube, Regional Sales Manager, SWIFT

What are over 1000 corporates doing over SWIFT? Getting 'ready' for SWIFT for Corporates
Come to this session to hear how CIBC assists their corporate clients with the assessment of SWIFT and project implementation.  The discussion will also include trends in the market, an update on the SWIFT for Corporates program, CGI (Common Global Implementation) and insights into other new initiatives. 

  • Gino DiPaolo, Group Product Manager,Cash Management Solutions | Global Transaction Banking, CIBC
  • Stacy Rosenthal, Senior Business Manager, Initiatives, SWIFT Americas

Balancing risks yields reward
Managing risk is becoming all-pervasive and all-consuming. Discretionary spend is fast becoming a thing of the past as scarce IT, operational and management resources are funnelled into overseeing regulatory, operational and liquidity risk.  We will highlight major new regulations and how to focus on the right areas to be compliant.

  • Alan J. Laver, Vice President, Money Transfers & Foreign Exchange Payments, Global Wholesale Services, Scotiabank
  • Jim Wills, Senior Business Manager, Initiatives, SWIFT Americas

The road to 2015: an update on the latest initiatives from SWIFT
Join this session with SWIFT market experts to hear the status on several SWIFT initiatives that are focal points on our banking and securities roadmaps, including: Legal Entity Identifier (LEI), Sanctions Screening & Testing, Electronic Bank Account Management (eBam), SWIFT Secure Signature Key (3SKey), SWIFTRef, SWIFT Index, and Watch.

  • Malene McMahon, Senior Business Manager, Initiatives, SWIFT Americas
  • Stacy Rosenthal, Senior Business Manager, Initiatives, SWIFT Americas

SWIFT Alliance Portfolio Update
At this session, you’ll learn how the community has been reaping the benefits of Release 7 over the past 18 months.  You’ll also hear about new customer-driven features for 2013, including new operational reporting options, Linux OS support, and enhanced integration solutions for Access.  You’ll get an update on Alliance Lite2, SWIFT’s new cloud-based service, which means SWIFT now offers a full range of connectivity options to fit any capability, operational or budgetary requirement.

  • Dan Moran, Manager, Technical Sales Services, SWIFT Americas

CPA, ISO 20022, Standards and SWIFT Services - What's New? What's Next?
This session will provide  you withh insights on the Canadian Payment Association's strategy and decision on the path to leveraging the ISO 20022 standard as well as how SWIFT's comprehensive portfolio of Consulting, Support and Training services are being engaged. Hear directly from the CPA on why they enaged with SWIFT, what has been done, and what's in the pipeline for the next 12 months. SWIFT will also showcase other case studies on how SWIFT experts have helped clients in different phases of their projects: from the initial assessment of operational processes, the design and implementation of a solution, the training of your staff all the way through the go-live, maintenance and support.

  • Pat Antonacci, Head of Services and Technical Sales, SWIFT Americas
  • Michael Hoganson, Director, Client Services & Payment Operations, Canadian Payments Association

 

(*) Remark:


Approved for up to 5.4 CTP/CCM recertification credits
by the Association for Financials Professionals



SWIFT Showcase

The SWIFT showcase will include the following products and services:

SWIFT Alliance Portfolio: 
Alliance products are known for industry leading performance, resiliency and reliability but there are many options that enhance its basic capabilities.  Stop by to learn about these enhancement options including Integration Platform which enables a seamless integration of back office systems to your SWIFT infrastructure and Operational Reporting which provides visibility to your SWIFT operational data to easily meet your planning, audit and reporting requirements

Business Intelligence:
Mining SWIFT data can give your institution the insight you need to make better and more timely decisions.  Learn more about our featured SWIFT Business Intelligence suite including Analyzers, a powerful and flexible access to your SWIFT messaging data, and Insights Dashboards & Reporting which are easy to use and provide data to better understand your business on SWIFT

MyStandards:
A collaborative, web-based platform to better manage standards and usage in the financial industry

Sanctions Screening: 
A quick-to-implement, cost effective solution for real-time screening of your SWIFT messages

SWIFTRef:
A single source for all the reference data for a flawless payments process and accurate regulatory reports

Alliance Lite2:
Lite2 is the new cloud-based way to connect to the SWIFT network.  Reduce your infrastructure costs and have SWIFT experts manage the technology.  In addition to the connectivity option, Lite2 offers Remote Gateway which allows you to keep your important business data and processes in-house and let SWIFT manage the communication channel with your counterparties, and Lifeline which provides emergency connectivity delivered by SWIFT

Sponsor

Canadian Payments Association
The reliable, secure and efficient exchange of payments is critical to the economy. The Canadian Payments Association operates national infrastructure essential to the movement of hundreds
of billions of dollars across the country each day. We lead our member financial institutions, businesses, government and the public in establishing the rules of the payments highway.
In a global and digital economy, the CPA provides a strong foundation to support innovation and the evolving needs of all those who depend on payments.