Jeanne Capachin

Research VP, Global Banking and Insurance Practice

IDC Financial Insights

Jeanne Capachin is the Research Vice President for the Global Banking and Insurance practices. Capachin has more than two decades of experience working in and consulting to the banking industry. Capachin works with the global analysts to develop the client driven research agendas, our spending forecast methodologies and guides, and oversees the Financial Insights ranking programs. Capachin holds her CCM and AAP designations and is active in local and national industry trade organizations. Capachin holds a Bachelor of Science Degree from Worcester State College in Urban Studies and Economics. Capachin is a frequent speaker at industry conferences and is often quoted in publications throughout the world including the BBC, Business Week, The Wall Street Journal, The American Banker, Bank Systems and Technology, Bank Technology News, Treasury and Risk Management, and The Industry Standard. She has authored research on a range of topics including spending trends, treasury management, payment initiatives, security issues, and other financial services topics.

Charles Chu

Director, Worldwide Enterprise Modernization Sales

IBM Software Group

Charles Chu is currently Director of Worldwide Enterprise Modernization Sales for Rational. Rational's Enterprise Modernization mission is to help companies combine Rational's industry leading application development portfolio along with modern tooling to leverage assets across System z, Power Systems and other distributed environments. Charles has previously held various sales and product management positions in IBM at the Worldwide and Americas level. Prior to joining IBM he held positions as Vice President of Sales and Operations in the Retail and Distribution Industry and was also a consultant with Deloitte Consulting.

Marc DeCastro

Research Manager, Consumer Banking and Credit

IDC / Financial Insights

As an industry veteran, Marc provides extensive information technology expertise to assist other IT managers with all facets of web based technologies for online strategies within financial institutions including home based banking, bill payment, check imaging, cash management services for corporate and legacy system data transformation.Marc's most recent industry experience at Eastern Bank, the largest independent, mutually owned bank in New England, with more than $6 billion in assets and more than 70 branches was the Vice President of Administrative Systems and eSolutions. Marc has experience in multi-factor authentication for a variety of online banking products and services, including electronic banking and bill pay through PDA's and other mobile devices. In addition, during his tenure at the bank, developed and delivered the bank's "QuickConnect" product, a 100% e-enabled customer data interface (Eastern bank was first bank in US to achieve this system integration).

Sreedhar Ekbote

Client Relationship Manager

Infosys Technologies Ltd.

Sridhar is client relationship manager at Infosys Technologies Ltd with sixteen years' experience in selling and delivering core business strategies and solutions. An achievement-oriented, high integrity manager who balances all aspects of leading relationships- P/L responsibility, top line growth and sales management, thought leadership, engagement execution and mentorship. Sridhar has delivered solutions for customers across various industry segments such as hospitality, medical, educational, charitable trusts, manufacturing, infrastructure development, and financial services. Highly experienced in developing client relationships, he currently manages a multi-million dollar client relationship for Infosys. Sridhar holds Bachelors Degree in Finance and Accounting, and has Masters Degree in Computer Applications.

Mike Gabbert

Financial Services Industry Director

Lexmark International

Michael is responsible for Lexmark's financial services market strategy and solution, development. He manages a group of consultants, focused on output technology trends as they apply to future business requirements. He joined Lexmark in 1996 as an industry consultant to enhance Lexmark's financial services vertical expertise. His responsibilities include driving line of business applications into Lexmark's product and offering portfolio, surrounding distributed branch and agency office environments. Prior to joining Lexmark, Michael spent 15 years in financial services, with 10 years in retail branch management. He also held positions in commercial lending as well as business development.

Peter Gordon

Partner

Virtual Banking Systems

Peter Gordon - Peter provides Virtual Banking Systems with a unique perspective by bringing experience from executive leadership at a top 10 bank, founding a De Novo Bank and managing people, process, and technology in financial services for 20 years.Along with leading Virtual Banking Systems, Peter is a Partner with eCom Advisors and collaborates with Financial Services clients and technology providers in developing online customer-centric sales, marketing, and customer services strategies and solutions. Peter focuses on using multichannel and analytics approaches to improve the profitability of retail banking and online channel businesses. Peter is also a founder of First Commons Bank and serves on the board of directors of the bank.Prior to joining eCom Advisors, Peter served as a Senior Vice President of RBS Citizens-the #8 retail bank in the U.S. At Citizens, Peter managed a $30 million budget and was responsible for 1.5 million online banking customers and the bank's web and phone banking sales channels, representing $2 billion in annual sales.Prior to RBS Citizens, Peter spent 15 years as a consultant, delivering integrated people, process and technology solutions for clients such as Citizens Bank (RBS), Federated Investors, Fleet Financial, HP, Liberty Mutual, Mass Mutual, MasterCard, Microsoft, New England Financial, New York Life, Siebel, State Street Research, Verizon, Wells Fargo and several early and mid-stage companies.Peter holds an MBA degree from Babson College, and earned his dual undergraduate degree in Management Information Systems (MIS) and Finance from Syracuse University. He has also completed Executive Education at MIT Sloan School.

Andy Greenawalt

CEO & Founder

Continuity Engine

Prior to Continuity Engine, Andy Founded and was the CTO of Perimeter eSecurity. Perimeter eSecurity pioneered has been one of the fastest growing companies in the country with over a dozen awards to its credit. While at Perimeter, Andy also served on the board of directors.

Sam Kilmer

Vice President, Market Development

Harland Financial Solutions

Sam Kilmer is responsible for Harland Financial Solutions' research, strategic planning, alliances and industry outreach. He also has held leadership positions in product marketing, consulting and training throughout his 15 years with the company. Sam's prior industry experience includes marketing and strategic planning positions for a multi-billion dollar regional bank and nationwide lender, as well as a community bank. Sam attended Regents College in London and earned his Bachelor of Arts degree from Ball State University in International Business.

Justin Levy

Director of Business Development

New Marketing Labs

Justin Levy was Managing Director of That's Great PR, a firm which specializes in writing and distributing SEO press releases for their clients, before joining New Marketing Labs. In this role Justin was responsible for the development of new media marketing strategies, client acquisition strategy, brand development, and development of business processes. At the same time, Justin also was Managing Director of sister company, That's Great News where he oversaw all marketing, special projects and outsourced resources. Prior to that, while in college Justin was Partner/President of a DJ company, Talent Network, where he was responsible for client acquisition, marketing, operations and business strategy. When not busy with New Marketing Labs, Justin is Partner and General Manager of Caminito Argentinean Steakhouse, located in Northampton, MA.

Gabriel Antonio Marao

Brazil IT Finance Coordinator Consultant to Softex

ITS - Instituto de Tecnologia de Software

Gabriel Marao has a career in Information Technology that started with IBM in the 70's where he moved to Banco Ita (today the largest Brazilian Bank). He remained in the ITA Group for over 30 years, where he held several positions evolving from Systems Development Manager to CEO of ITAUTEC, a company dedicated to Information Technology Products that has developed and marketed Banking Automation solutions and is one of the leaders in the Brazilian Market.Mr. Marao has an Electronic Engineer degree, and currently is on the board of two R&D Institutes in Brazil: FACTI and ITS. He collaborates with SOFTEX in the management of the Finance division of the BRASIL IT program.

Zach McCoy

Senior VP, Operations & Business Development

Kaplan Compliance Solutions

Zach McCoy, CLU, ChFC, is Senior Vice President of Operations and Business Development. He has over 10 years experience in Financial Services sales, technology and operations. He was previously Regional Vice President, Brokerage Services for Golden Rule Financial Services. Zach holds a BS in Business Management, with a focus on International Finance and Economics, from Purdue University. He is currently pursuing an MBA in Marketing, Finance and International Business from Butler University.

Jim Porell

IBM Distinguished Engineer, System z Bus. Devel.

IBM Systems Group

Jim Porell is an IBM Distinguished Engineer and leads the Business Development activities associated with the growth of IBM's mainframe systems. Most recently, he was Chief Architect for the System z Software Brand and the chairperson of the System z Software Design council which includes all IBM mainframe operating systems and middleware, and looks at synergy across servers and the evolution of each of IBM's server platforms and operating systems. In each of these roles, Jim's focus is to ensure that IBM deploys or acquires technology across the System z operating systems, that work consistently with other operating systems, to enable application growth for IBM's customers, either by writing their own new applications or deploying new code from Independent Software Vendors. Jim has been a security consultant to customers and the US Government for over ten years and has co-authored several books on security. Jim has been with IBM for 29 years in a variety of management and technical positions across the test, development and brand organizations in the Hudson Valley region of New York.

Dave Potterton

Global VP Research

IDC Financial Insights

David Potterton is Vice President of Research for the Global Banking, Insurance, Capital Markets and Risk Management practices. These advisory services cover retail banking, cash and treasury management, payment services, insurance, core corporate banking technologies as well as capital markets and risk.Dave holds his M.B.A., Finance and Marketing from Duke University, Fuqua School of Business, Durham, NC and his B.A., Business Management and Economics from North Carolina State University, Raleigh, NC. He also is a Certified Cash Manager. Dave is a sought after speaker at industry events such as the Financial Services Technology Consortium (FSTC) forums and other events within the financial services industry.

Mark Quinlan

EVP - CIO

Associated Banc-Corp

Mark has overall responsibility for the company's Information Technology, as well as back office operations functions. These currently include Deposit/Payment Processing, Consumer/Commercial Loan Servicing, Consumer Lending, Customer Service, Card/ATM Services and eBusiness. Overall, Mark's group includes over 1000 employees.Mark has more than 24 years of experience in financial services, including information technology leadership roles of increasing responsibility in several banks. He has worked for Citibank in Rochester, N.Y., and New York City, First Fidelity Bank in Newark, N.J., and was Chief Information Officer for Star Bank in Cincinnati. When Star Bank acquired Firstar Bank in Milwaukee and shortly after that acquired US Bank, Mark led systems development for the merged Firstar/US Bank. Mark was CIO for Union Central Insurance and Investments in Cincinnati, and CIO for Charter One Bank in Cleveland. From November 2004 to October 2005, he served in a consultative role for Sky Bank in Bowling Green, Ohio, as the interim chief technology officer.

John Ramsey

Director Product Management

Fiserv

Bill Sell

Vice President & General Manager

Life Sciences Technology Insight

Mark Sievewright

Senior Vice President, Strategic Marketing

Fiserv

As Senior Vice President of Strategic Marketing Mark manages Fiserv's relationships with the industry's leading technology research and advisory firms. Mark has worked in the financial services industry since 1979 and has held senior leadership roles at HSBC (London, UK), MasterCard International (Brussels, Belgium), Payment Systems,Inc. (Florida, USA) and TowerGroup (Massachusetts, USA). At TowerGroup Mark served as President and CEO for 4 years before its acquisition by MasterCard Advisors. In his role at Fiserv, (NASDAQ: FISV) Mark works directly with Fiserv clients and businesses to develop successful business growth strategies. He is a frequent speaker at industry conferences and events, providing his views on the leading developments and trends within the financial industry.

Scott Simmons

Chief Solutions Architect, IBM Banking Center

Banking Center of Excellence

Scott has over 25 years of professional IT development and architecture experience spanning database design, integration architecture and SOA technologies. Over his career, Scott has worked with the largest banks in the world in the areas of architecture assessment, banking solution design and core banking transformation. During his tenure with the WW Banking Center of Excellence, Scott has led architectural and strategy engagements with banks and financial services organizations in North America, Europe, and Asia Pacific and worked with IBM product development teams to develop leading edge solutions to banking challenges. Prior to his role with IBM's Worldwide Banking Center of Excellence, Scott was the lead architect for IBM's Worldwide SOA Solutions team focused on developing solutions as well as providing technical leadership to the IBM SWG Technical community. Scott was Peregrine's Director of B2B Technology Solutions and Lead Architect for the Office of the CTO. Scott has also held key lead technical architecture positions at Vitria, Informix, and Sybase. Scott is an IBM Certified Senior IT Architect and Master IT Architect with the Open Group. Scott is additionally a co-author of multiple IBM Redbooks and has been published in numerous periodicals including WebSphere Developer Technical Journal, Web Services Journal, XML Journal and WebSphere Journal. Scott holds a Master of Science degree from the University of Nevada as well as an MBA from Southern Illinois University.

Ray Strecker

Global Consulting Practice

Tata Consultancy Services

Ray Strecker heads TCS' Global Consulting Practice for North America. In this capacity, Ray works closely with TCS' global business leaders in building the firm's consulting services business. Ray joined TCS in 2005 as the lead for banking and financial services and assumed leadership of all consulting in North America in 2008. He has played a key role in a number of major engagements including the practice's industry leading work in utility computing. Ray brings over 25 years of IT services experience with financial institutions and other clients and has started and run successful consulting, application development, and software based practices serving a wide range of institutions. Ray holds an MBA, with distinction, from the Wharton School, as well as an MS in computer science and a BA summa cum laude in Psychology, both from the University of Pennsylvania. He is a member of Phi Beta Kappa. Ray is an enthusiastic tennis player, skier, and general fitness enthusiast. He and his wife live in Jersey City, NJ. He has three children, one working, and two in school.

Dana Wiklund

Research Director, Risk Management

IDC Financial Insights

Dana Wiklund is a research director for the Financial Insights' Risk Management Advisory Service specializing in portfolio management, business analysis, risk modeling, and decision support technologies in the form of predictive modeling. Wiklund holds a Certificate of Special Studies (CSS), Administration & Management, from Harvard University, completion of the American Bankers Association, National Consumer Credit School program and a BS, Finance-Economics, from Massachusetts College of Liberal Arts.Wiklund has contributed to a number of credit risk publications including Handbook of Credit Scoring, Elizabeth Mays, Editor, 11/00 ISBN 1-888998-01-8; Project Management for Credit Scoring, Credit Scoring for Risk Managers, Elizabeth Mays, Editor, Q1 2003 publishing; Credit Scoring and Risk Based Pricing: An Income Statement Approach; and has produced a number of white papers including; An Analysis of Consumer Level Debt Service Across Income Ranges Before and After an Economic Recession and Low to Moderate Income Score Validations.

Balaji Yellavalli

Assoc. VP & Client Relationship Head - US Banking

Infosys Technologies Limited

Balaji has over 18 years of professional experience spanning business consulting, IT strategy and strategic sourcing . He has led large & complex client engagements in the areas of business strategy process improvement and outsourcing, across the Banking & Capital Markets IndustryAt Infosys, Balaji has spent almost a decade in multi-faceted roles across consulting, vertical market solutions and client relationship management Prior to joining Infosys, Balaji worked with KPMG- AFF India and Feedback Ventures.Balaji has been involved in numerous client engagements throughout his professional services career, with a strong focus on program management, process redesign and outsourcing, helping global companies align technology initiatives to deliver better and faster business benefitsAs a senior executive with the US arm of Infosys' Global Banking and Capital Markets unit, Balaji is responsible for building strategic client relationships and ensuring customer satisfaction. He is also a member of the Management Council of the business unitPrior to his current role, Balaji led a consulting team, serving leading clients in the financial services industry as well as managed key client relationships in the South and Mid-West US Region Balaji holds an MBA from the Indian Institute of Management and a Bachelors degree in Engineering from the Indian Institute of Technology; he is based in New York