Financial Services Forum

Live Event

Grand Hyatt New York

109 E 42nd Street
New York City, NY



  • Noon–12:45pm
    • *Registration /Networking Lunch *Ballroom
    • 1 Level B
  • 12:45–1:00pm Welcome
    • Mark Palmer, SVP TIBCO Analytics, TIBCO Software
    • *Ballroom 
    • Level B
  • 1:00pm - 1:45pm Keynote
    • ​​​​​Where It is Today and Where It Is Headed
      • Jeff McMillan, Chief Analytics Officer, Morgan Stanley
    • Address: *Ballroom 1
    • Level B

Plenary Sessions:

  • 1:45 - 2:30 pm : Analytics for Customer Engagement and Profitability
    • *Algorithmic gains for Financial Services with case studies in Retail, Insurance*
      • Michael O’Connell, Chief Analytics Officer, TIBCO Software
      • David Rosen, Digital Transformation Technologist and Strategist, TIBCO Software
  • 2:30–3:00pm : Artificial Intelligence & Machine Learning for Risk
    • Management Decrease Risk and Increase Returns with ML/AI
      • Michael O’Connell, Chief Analytics Officer, TIBCO Software
  • 3:15–3:45pm Practical Advanced Analytics
    • Rob MacNeill, Global Director of Solutions, Financial Services
  • 3:45 pm –4:30pm Knowledge Exchange Panel: Journey through Advanced Analytics
    • Moderated by Mark Palmer, SVP TIBCO Analytics, TIBCO Software
      • Panelist : Frank Fallon, VP FinServ, AWS
      • Panelist : Jaya Vaidhyanathan, *President, *BCT
      • Panelist : Rocky Martinez, CTO, Smartstream
      • Panelist : Shawn Rogers, Senior Director Analytic Strategy,TIBCO
      • Panelist : Mark Smith, *CEO & Co-Founder,*Symbiont
  • 4:30–4:40 pm Closing Remarks
    • Mark Palmer, SVP TIBCO Analytics, TIBCO Software
  • 4:45–5:30 pm Forum Speed Networking Session & Shawn Rogers Book Signing
    • Operational Risk Management through Model Validation
      • Table Host : BCT Raffle Prize: Yetti Cooler Bucket
    • Portfolio Management Insights
      • Table Host: Point Focal Raffle Prize: Amazon Gift Card
    • A fresh look at Pricing - Starting With Insurance
      • Table Host: TIBCO Raffle Prize: Amazon Gift Card
    • How to analyze and act on real-time streaming data
      • Table Host: Cognizant Raffle Prize ECHO DOT
    • Shawn Rogers Book Signing: Analytics: How to Win with Intelligence
    • Keeping Your Business Compliant with EPAM's GRC Solutions
      • Hosted by EPAM Raffle Prize: ECHO DOT
  • 5:30–7:00 pm Cocktail Reception

Registration Closed

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