Speaker List

Sorted alphabetically by last name
 
Keith Ellis

Keith Ellis

WW Predictive Analytics Industry Solutions Leader

IBM

Keith Ellis is IBM's Global Financial Services Predictive Analytics Solutions leader and has over 12 years of experience in helping organizations transform the way they leverage data for more affective decision making. Throughout his experience he has not only focused on helping customers leverage the power of predictive analytics, but also how to deploy those analytic assets into business processes and applications so that Banks can positively affect business outcomes.

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Mauricio Ghetler

Senior Advisor

Brazil IT

Shareholder and executive of two IT companies dedicated to process automation in the financial and insurance segments. Besides working with process automation for over thirty years and acting in the financial market as CIO and CSO, Mauricio had the opportunity to represent the Brazilian Bank Federation and Brazilian National Automation Council with the federal government, Brazilian Central Bank and National institute of Technology and help in organizing the national conference of banking automation (CIAB) for several years.

Education: MBA, Finance / BS in Computer Science / BS in Civil Engineering.

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Philip Jones

Vice President, Financial Services

Scottish Development International

Philip is Vice President, Financial Services for Scottish Development International, the Scottish Government's international economic development agency. Philip works with a range of US based Financial and Business Services companies to help establish or expand their international operations and has previously managed outsourcing projects for Microsoft and Compaq/HP.

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Professor Cornelius K. Hurley

Professor Cornelius K. Hurley

Director, Banking Law Program

Boston University School of Law

Professor Hurley has over 30 years of diversified legal and entrepreneurial management experience in financial services. He is a director of Computershare Trust Company, N.A. and of the Federal Home Loan Bank of Boston. Professor Hurley established the Boston office of The Secura Group, Washington, D.C. Formerly he was general counsel of Shawmut Corporation, and assistant general counsel of the Board of Governors of the Federal Reserve System. Active in the American Bar Association, he is a faculty member of Banking Law Basics, Banking Law II, Consumer Financial Services Basics, and Investment Management Basics, all institutes conducted jointly by the Morin Center and the ABA. He teaches banking Structure and Regulation and the Thesis Seminar in the Graduate Program. Prof. Hurley also serves as reporter to the American Bar Association's Task Force on Financial Markets Regulatory Reform. He is the author of numerous articles and commentaries that have appeared in The Wall Street Journal, The New York Times, Financial Times, American Banker, the Boston Globe and other publications. During the current economic crisis, he has provided analysis on national and local television and radio outlets. Finally, he has been director of the Morin Center since 2005.

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Colin Kerr

Colin Kerr

Industry Solutions Manager, Worldwide Financial Se

Microsoft Corporation on behalf of the BIAN

As the Industry Director for Payments and Core Banking, Colin has responsibility for defining Microsoft's vision, solutions, and partner strategy for payments and banking operations across the worldwide financial services sector.

Colin has over 23 years of financial services industry experience in the development of banking and payments solutions; ranging from providing advisory services to banks and technology companies, to product management and technology development roles in Europe and the United States. Before joining Microsoft in 2008, Colin was the research area director for Global Payments at TowerGroup, a leading research and advisory services firm. Prior to that, Colin spent 9 years at ABN AMRO Bank's North American HQ and was responsible for developing Payments and Cash Management solutions for Fortune 500 global corporate clients. Colin's career started in the retail division of the Midland Bank, now part of HSBC, and in 1994 he moved to the US from the UK with a vendor of international wholesale banking applications.

Microsoft is a founding member of the Banking Industry Architecture Network (BIAN), and Colin is Chair of the Communications Working Group and a member of the Strategy Advisory Board.

Colin is a Certified Treasury Professional and often contributes to industry publications. In addition, Colin has spoken at banking and payments industry conferences throughout the world. His opinion on industry events is regularly sought by analysts and journalists.

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Gerald (Jerry) Lawson

Gerald (Jerry) Lawson

Director, Information & Communications Technology

Nova Scotia Business Inc.

As Director of Information & Communications Technology at Nova Scotia Business Inc. (NSBI), Jerry works with a dynamic team of men and women to attract new business investment to Nova Scotia, Canada. Since assuming his position at NSBI in 2008, Jerry has consistently delivered client-focused business solutions for IT companies investing and growing in Nova Scotia. Jerry works to ensure companies succeed in Nova Scotia and strives to streamline the process for all incoming business by aligning clients with universities, associations, partner organizations and several levels of government.

Prior to joining NSBI, Jerry was Vice President and General Manager of IMP Solutions, Director of Enterprise Solutions at GE Capital IT Solutions and an account executive at Honeywell/Bull HN Information Systems Ltd.

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Eric Lundquist

CIO Insight

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Alfredo Pacheco-Vasquez

Alfredo Pacheco-Vasquez

CEO

MexicoIT

Alfredo has more than 15 years of professional experience.

Some of his positions include:

-COO at CANIETI, the private sector organism that represents the interests of the Mexican High Tech Industry.
-Chief of Staff at the Underministry of Industry and Trade of the Economics Ministry - Mexican Federal Government.
-Head of Economic Planning at the IRS of the Finance Ministry - Mexican Federal Government.

His expertise includes technology, operations, negotiations, planning, small and medium business, statistical models and quality systems.

Alfredo graduated in the top 10% of his class at both his Bachelor's degree in Economics and his Master's degree, both from Tecnologico de Monterrey.

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John Ramsey

John Ramsey

Vice President, Director, Core Product Strategy, B

Fiserv

John is responsible for defining product strategy and leads the product management team responsible for account processing, risk management solutions, analytics, regulatory compliance and financial reporting for the Signature bank platform. He has worked for Fiserv for over 12 years, in various strategic, technical and account management roles. Prior to joining Fiserv, John worked in the banking industry for over 20 years, in a variety of operations management, product management and data center management positions.

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Michael Rasmussen

Michael Rasmussen

Business Ethics & Compliance Analyst

Corporate Integrity

Michael Rasmussen is an internationally recognized pundit on the topics of business ethics, culture, policy management, and compliance. With more than 18 years of experience, Michael helps organizations understand their culture and improve related Governance, Risk, and Compliance (GRC) strategies, processes, and technologies to deliver business agility, efficiency, and effectiveness. He is a sought-after keynote speaker, author, and advisor on risk and compliance issues around the world and is noted for being one of the earliest advocates for GRC.

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Dylan Roberts

Dylan Roberts

Partner

Oliver Wyman

Dylan Roberts is a Partner at Oliver Wyman, and the head of the firm's Strategic IT and Operations practice in North America. Since joining the firm in 1989, Mr. Roberts has consulted on a wide range of strategy, operations, organizational design, and risk management issues with universal banks, investment banks, and insurers in North America, Europe, and Asia. He also has extensive experience working with technology and information vendors and with private equity and venture capital investors in the financial services industry.
Current themes in Mr. Roberts' consulting practice include assisting clients with responding to the operations and IT implications of regulatory change; operating model transformation; cost efficiency; and improved alignment of IT investment and critical business priorities.

Prior to joining the former Oliver, Wyman & Company, Mr. Roberts was an Advisor to the municipal government of Funabashi City in Japan. Mr. Roberts holds an A.B. Magna Cum Laude in International Relations from Harvard University.

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Rebecca Sausner

Rebecca Sausner

Editor In Chief

Bank Technology News

Rebecca Sausner is Editor in Chief of Bank Technology News and a contributing editor to U.S. Banker. Rebecca has covered financial services and technology for more than 10 years, including two years as EIC of BTN, and senior editorial positions at FutureBanker, Financial IT Security, and U.S. Banker. She holds an MBA from Baruch College and an MA in Journalism from Columbia University.

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Andrew Schmidt

Andrew Schmidt

Research Director, Global Payments

TowerGroup

Andy Schmidt is a Research Director in TowerGroup's Global Payments service. He focuses on trends and developments in the payments back office, including payments hubs, mobile payments, service-oriented architecture, payments convergence, standards, and anti-money laundering. Andy has 20 years of experience in the financial services industry as both a banker and a consultant.

Andy joined the Global Payments practice after nearly four years with TowerGroup's Specialized Advisory Group, where he was a Manager focusing on the payments industry. Projects he led include estimating the size of the global check-imaging market and performing an in-depth analysis of debit usage in the Nordic retail banking market.

Before joining TowerGroup, Andy held management positions at Ernst & Young, LLP, and @stake, Inc., where he provided information security consulting services to the financial services and software industries. Previously, he gained over a decade of experience in financial services working at Fleet and BankBoston (now Bank of America), where he held positions in operations, loan recovery, and commercial lending.

Andy received an MBA magna cum laude from Babson College, where he focused on business and market strategy, and a BA in government from Colby College.

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Tony Shan

Tony Shan

Chief Cloudologist

Keane Inc

Tony Shan is a renowned expert and technology visionary with over 25 years of experience and guru-level knowledge on Cloud Computing, SOA, systems designs, architecture engineering, portfolio rationalization, product development, and process standardization. He has strategized and directed the lifecycle design, SOA-enablement, and cloudification of large-scale award-winning distributed systems on diverse platforms in the world's most complex private and public-sector organizations. He authored dozens of top-notch technical papers and 10+ books on next-generation technologies. He is a frequent keynote speaker and Chair/Panel/Advisor/Organizing Committee in prominent conferences, an editor/editorial advisory board member of IT research journals/books, and a founder of several user groups and forums.

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Steven Smeltzer

Steven Smeltzer

Global Head Enterprise Risk Management

IBM Banking and Financial Markets Center of Competency

Steven Smeltzer is the Global Head of Enterprise Risk Management in IBM's Banking and Financial Markets practice. Mr. Smeltzer has deep financial services industry experience with over 30 years experience in managing large global bank operations and providing risk consulting services for a top-tier global financial services institutions in the US, Europe, Asia, Latin America and the Middle East.

Mr. Smeltzer holds a MBA and BA from West Texas A&M University

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Jim Venglarik

General Manager

Bleum Incorporated

Jim Venglarik is U.S. General Manager for China-based IT outsourcer Bleum Inc. Jim brings first-hand experience as an IT outsourcing client and deep technical and operational expertise to his role overseeing Bleum's U.S. client work. Jim was CIO of JP Morgan Chase Card Services, CIO of Advanta and vice president of systems development for AT&T Universal Card Services. As a partner of Tatum LLC, Jim also served as interim CIO for Expedia and for payment services company E-Duction and interim CTO/COO for insurance software maker IDP. He has held IT management positions with GlaxoSmithKline, General Electric and Cleveland Pneumatic Company.

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