Upcoming Summits

2017 Financial Services CIO Executive Leadership Summit

The Westin New York at Times Square, New York, NY

Lead, Reimagine, Reinvent – Driving a Culture of Genius for Success

In today’s fast-changing business landscape, it’s not your competitors that threaten your company’s survival. It’s your organization’s willingness and capacity to disrupt its existing business model or be disrupted. Because the CIO is at the center of the digital transformation journey s/he is uniquely positioned to deliver fearless leadership, fuse emerging technologies with process redesign and people skills, partner with the C-suite and board of directors, and successfully navigate the business into the future.

The courageous leadership traits needed to foster a culture of innovation and transformation on the path to genius will be the focal point of the 2017 NY FInancial Services CIO Executive Leadership Summit.

  • Cindy Harro
    Security, Compliance and Risk Management Program Director
    Healthcare Cloud
    IBM Watson Health

    In Cindy’s current role as IBM Security, Compliance and Risk Management Program Director, Watson Platform for Health, she leads a team of security, compliance, risk management and software development professionals to build, test and deploy secure and regulatory (i.e. HIPAA) compliant code in an agile environment for IBM’s “Watson Platform for Health” Cloud offering product watsonhealth.ibm.com/Watson-Health-Core.

    She is responsible for defining the security and compliance requirements, such as encryption, access authentication, logging and monitoring and disaster recovery for the platform.  Her team performs audit controls testing, application vulnerability code scans and penetration testing before implementation, managing risks for senior executive review.  Cindy has a successful track record of passing IT audits. 

    Previously, Cindy has led a wide range of CISO related activities, including leading IBM’s global deployment of security compliance and risk management tools, managing the 2-tier role based access controls for 2500 financial services employees and leading global compliance governance for hundreds of client accounts.

    Cindy’s success in leading the development of secure software comes from her early beginnings as a software developer.  She graduated from the Pennsylvania State University with a B.S. in Computer Science and worked as a software developer, DBA and eventually manager of large scale custom SW development and vendor SW configuration deployment projects.  This hands-on SW practitioner experience has given her the unique ability to “speak the language” of software developers and successfully lead and implement techniques to avoid, identify and resolve security defects earlier in the SW development cycle, reducing cost and improving schedule reliability.

    Cindy has become a trusted advisor to senior executives on security and regulatory compliance topics, with the ability to make requirements and risks clear to non-technical business executives as well as technical executives.  She is an experienced presenter to large and small audiences.

    Cindy earned the distinctions of Certified Information Systems Security Professional (CISSP) and Certified Information Systems Auditor (CISA) after demonstrating years of experience in the profession and mastering the competency exams.  Cindy’s “bucket list” includes writing a patent and having it accepted by the US Patent Office.  To date, Cindy has written her first patent, on the topic of HIPAA Regulatory Financial Risk, which is currently in the patent submission process.  

  • Ajoy Kumar
    Business Information Security Officer
    The Depository Trust & Clearing Corporation

  • Israel Martinez
    Chairman Global Manufacturing ISAO & CEO
    Axon Global

    Israel is a professional in cyber strategy and innovation empowering boards and companies that have decided to reclaim cyber dominance.  He’s recognized as an expert in Cyber Enterprise Risk Management, as well as an NACD Full Board Member and Leadership Fellow, obtaining the highest credentials for Board Directorship. His board experience includes training directors, advisory and board service with: F500; National Bar Associations; American University Kogod Cyber Governance Center; The Association for Corporate Growth, representing 14K companies; Globes International (Tel Aviv’s “WSJ”); the Global Manufacturing ISAO, sharing threat information for 29K companies; and the Axon Global Alliance®. Martinez is also an accomplished thought leader and speaker with appearances in: The WSJ MarketWatch ®, NACD ® Annual Board Leadership Conferences, DHS Office of Analysis & Intelligence training conferences, Forbes CEO Conferences, CIO Magazine, U.S. Federal Reserve, and U.S. Congress.  As the CEO of Axon Global Services, recognized as leaders by the U.S. Secret Service and DHS, he is currently an advisor in cyber to the President’s 100-day team. He’s the recipient of, the HITEC top 100, The U.S. Senatorial Medal of Freedom (also awarded to Ronald Reagan and General Schwarzkopf), and his recent post graduate certifications include; business strategy at Harvard, Intelligence Analysis (TCOLE) at SMU, Cyber Counter Terrorism & Defense at DHS, and FINTECH Blockchain at MIT (2017). 

  • Hunter Muller
    President & CEO
    HMG Strategy

    Hunter Muller is a transformative CEO at HMG Strategy, LLC, the strongest executive leadership network. Drawing on more than 25 years of experience in consulting with IT executive leaders, Hunter is a multi-title book author and a frequent industry speaker on transformational leadership and innovation. His concepts are used worldwide to improve executive performance, enhance collaboration, elevate the role of IT, and align strategy across the enterprise.

    Through years of research and experience, Hunter has published four books: “The Transformational CIO” (John Wiley & Sons, 2011), “On Top of The Cloud” (John Wiley & Sons, 2012), “Leading the Epic Revolution” (John Wiley & Sons, 2013), and “The Big Shift in IT Leadership” (John Wiley & Sons, 2015).

    HMG Strategy assists C-level executives in becoming transformational leaders. HMG Strategy hosts networking summits and provides services that are focused around innovative IT leadership, management, and technology support to CIOs and senior IT executives. HMG Strategy is "The Strongest Executive Leadership Network" with an international association of more than 300,000 global CIOs/senior IT executives, industry experts, and world-class thought leaders.

    Hunter and HMG Strategy support a variety of IT-related charities, and Hunter is a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information Management.



  • Dr. Howard Rubin
    Rubin Worldwide, MIT CISR Research Associate
    Hunter College of New York

    Dr. Howard A. Rubin is a Professor Emeritus of Computer Science at Hunter College of the City University of New York, a MIT CISR Research Affiliate, a Gartner Senior Advisor, a BCG Senior Advisor, and a former Nolan Norton Research Fellow. He is the founder and CEO of Rubin Worldwide.  In 1997, Industry Week named Dr. Rubin one of the top 50 “R&D Stars to Watch . . . an individual whose achievements are shaping the future of our industrial culture and America’s technology policy” as a result of his bringing the IT workforce shortage to national attention.

    Dr. Rubin is a pioneer in the area of digital & technology economics and has built the world's largest database in the field consisting of business, national, and technology data captured continuously since 1994.  Using this database Dr. Rubin monitors technology-economic trends across companies and organizations that account for roughly 20% of the world’s GDP and an equivalent amount of technology spending/investment. 

    Dr. Rubin’s personal portfolio of client companies in total generate more than $1.5T in revenue to the global economy annually and account for more than $100B in yearly Information Technology (IT) spending.   In addition to his global data collection encompassing more than 350 financial services companies and 270 insurance companies annually, his financial services and insurance sector clients over the years include Aetna, AIG, Allstate, AXA, American Express, Bank of America, Barclays, CIGNA, Citi, Credit Suisse, Danske Bank, Deutsche Bank, Equitable Life, Fidelity, Fannie Mae, Freddie Mac, The Federal Reserve, Goldman Sachs, Key Bank, JPMorgan Chase, Liberty Mutual, Lincoln Life, Manulife, Mass Mutual, MetLife, Morgan Stanley, New York Life, PNC Bank, Progressive, Prudential, State Farm, Sumitomo Mitsui, TD Ameritrade, The Principal Financial Group, Toronto Dominion, UBS, and Wells Fargo among others.  Dr. Rubin has done extensive work in other sectors inclusive of pharmaceuticals, consumer products, technology, media, and telecommunications over his 30+ years of working in the field.

    Dr. Rubin has also worked directly with heads of state or their key ministers around the world in the development of national competitive technology strategies and job creation programs (Canada, Philippines, India, Singapore, and more).  His work has been used extensively in the U.S. by former President William Clinton and Secretary Hillary Clinton and has been the subject of briefings to President Obama’s National Economic Council.

    He is also the author of a Pearson/Financial Times video series on Technology Economics.  His Technology Economics column regularly appeared in Wall Street and Technology.  Dr. Rubin possesses a Ph.D. from the City University of New York in Computer Science and Oceanography.

    Outside the world of technology Dr. Rubin is former Chair of the Board of Riverkeeper and was honored in 2016 with a “Big Fish Emeritus” award with Leonardo DiCaprio and Ralph Lauren, a supporter of the Clinton Global Initiative, a Leadership Council member of the RFK Foundation, a major contributor to student development programs/Film Fellows at the Tribeca Film Institute, and a dedicated supporter of the Rainforest Foundation.   Dr. Rubin is also a member of The Recording Academy and recently became a member of the NRDC’s Global Leadership Council.

Print December 5, 2017, 12:30 PM-7:00 PM
The Westin New York at Times Square, New York, NY

12:00 PM - 12:30 PM    


12:30 PM - 1:30 PM  

Lunch Buffet and Networking

1:30 PM - 1:50 PM    

Welcome and Introduction

Hunter Muller, President and CEO, HMG Strategy

1:50 PM - 2:20 PM  

EXECUTIVE KEYNOTE: Dr. Howard Rubin, Rubin Worldwide, MIT CISR Research Associate, Professor Emeritus, Hunter College of New York 

2:20 PM - 2:40 PM    

Coffee Break, Networking and Meet Our Partners

2:40 PM - 3:20 PM    


3:20 PM - 3:50 PM    

Coffee Break, Networking and Meet Our Partners

3:50 PM - 4:00 PM  

EXECUTIVE BRIEFING: The View on the New Presidential Administration

Israel Martinez, Chairman Global Manufacturing ISAO & CEO, Axon Global

Israel Martinez has worked with multiple U.S. Presidential Administrations, including his involvement on President Trump’s 100-Day Team. During this executive briefing, Israel will share his perspective on the high-level direction of the Trump Administration in critical areas such as cyber security and policy making as it pertains to both the public and private sectors.

4:00 PM - 4:30 PM  

EXECUTIVE PANEL: Cyber Security in Financial Services: Balancing Agility, Innovation, and Security

Cindy Harro, Security, Compliance and Risk Management Program Director, Healthcare Cloud, IBM Watson Health

Israel Martinez, Chairman Global Manufacturing ISAO & CEO, Axon Global

Additional panelists are being confirmed.

Moderator: Ajoy Kumar, Business Information Security Officer, The Depository Trust & Clearing Corporation

Competitive advantage requires agility and innovation. At the same time data, assets, intellectual capital must be protected. This panel will focus on how to foster innovation and leverage security as a competitive advantage, providing strategies that can be quickly implemented to achieve the overall goal of secure innovation.

4:30 PM - 4:50 PM    

Coffee Break, Networking and Meet Our Partners

4:50 PM - 5:20 PM  

EXECUTIVE SEARCH PANEL: Beyond Leadership – What Makes a Financial Services Technology Executive Successful

Panelists are being confirmed.

Today’s financial services technology executive plays a pivotal role in helping his or her organization respond to the forces of change to become a digital enterprise. In essence, they serve as conductors to orchestrate the three pillars of organizational success – people, processes, and technology – and to draw upon their unique view of the enterprise to bring these elements into harmony. What are the skills and steps necessary to lead a successful digital transformation, develop collaboration with the C-suite and board, and fine-tune your personal brand to empower your career ascent?

This panel of top technology search executives will share valuable advice on what key attributes and strategies, beyond leadership, are making some technology executives more successful than others.

5:20 PM - 6:00 PM  

EXECUTIVE PANEL: Digital Disruption: Driving Speed to Market through Financial Services Technology and Innovation

TBD: Box

TBD: Qlik

Additional panelists are being confirmed.

Progressive companies are leveraging financial services digital technology advancements to drive innovation and to create new business value.  For many, it’s about creating frictionless customer experiences. For others, the focus is on monetizing the data and revolutionizing processes.  This panel will discuss advancements in financial services technologies that are driving speed to market and a competitive edge to lay the foundation for their new digital roadmap.

6:00 PM - 7:00 PM    

Executive Networking Reception

Platinum Partners

  • QlikTech

    Qlik® delivers intuitive platform solutions for self-service data visualization, guided analytics applications, embedded analytics and reporting to approximately 40,000 customers worldwide. Companies of all sizes, across all industries and geographies, use Qlik solutions to visualize and explore information, generate insight and make better decisions. At Qlik, we optimize Business Intelligence (BI) by harnessing the collective intelligence of people across an organization. We focus on empowering people—by enabling everyone in an organization to see the whole story that lives within their data.


Strategic Partners

  • Egon Zehnder

    Egon Zehnder was founded in 1964 with a distinctive vision and structure aimed at achieving two basic goals - to place our clients' interests first and to lead our profession in creating value for our clients through the assessment and recruitment of top-level management resources. The most fundamental expression of our client-first vision resides in our structure, which is unique to our profession. Our 390 consultants, operating from 63 wholly owned offices in 37 countries, are organized around a single-profit center partnership. This is designed to eliminate competitive barriers between our offices. It allows us to operate seamlessly when engagements call for us to mobilize across many offices in a country or a region. Large or small, local or global, our clients benefit from our structure by having access to our most relevant resources and relationships wherever they may reside. Underpinning this unique structure is our private ownership. We have chosen to operate our firm independent of any outside interests and are motivated solely by a desire to exceed our clients' expectations.

  • Heidrick & Struggles

    Heidrick & Struggles actively solves business problems for our clients every day. Through our Leadership Advisory framework, we help companies attract, develop and retain the world’s most talented individuals. For almost 60 years, we have focused on quality service and built strong leadership teams through our relationships with clients and individuals worldwide. Today, Heidrick & Struggles leadership experts operate from principal business centers in North America, Latin America, Europe, the Middle East, Africa and Asia Pacific.

  • Korn Ferry

    At Korn Ferry, we design, build, attract and ignite talent. Since our inception, clients have trusted us to help recruit world-class leadership. Today, we are a single source for leadership and talent consulting services to empower businesses and leaders to reach their goals. Through our vision, research and tools across 80 offices and 3,700 employees, we convert potential into greatness. Our solutions range from executive recruitment and leadership development programs, to enterprise learning, succession planning, and recruitment process outsourcing (RPO). Organizations around the world trust Korn Ferry to manage their talent – a responsibility we meet every day with passion, expertise, integrity and results.

  • Russell Reynolds Associates

    Russell Reynolds Associates is a premier provider of senior-level executive search and assessment, serving clients globally for 40 years. We advise our clients on recruiting and retaining outstanding and impactful leaders, and help them mitigate the risks associated with senior level appointments. We are a private firm with 39 offices across North and South America, Europe and Asia/Pacific, covering all major business regions including Africa, Eastern Europe and Russia, the Middle East and the South Pacific. We leverage our collective expertise to identify and assess leaders who can support the growth and success of our client organizations. Our 300 experienced consultants are supported by a global research network We complete more than 2,000 assignments annually, across a broad range of industries and functional roles.

  • Spencer Stuart

    Founded in 1956 and privately owned, Spencer Stuart is one of the world's leading executive search consulting firms. We are the advisor of choice among top companies seeking guidance and counsel on senior leadership needs. We have unrivalled access to leading executives around the world. Our clients range across industries, from the world's largest companies to medium-sized businesses and entrepreneurial start-ups. We operate out of 51 offices in 27 countries. Last year we conducted more than 4,000 assignments around the world. Our team of more than 300 consultants possesses a unique blend of professional search experience and industry expertise. Consultants are organized in practices and work in teams, often across international boundaries that maximize sector specialization and knowledge-sharing. These client service teams are supported by first-rate associates and researchers, and backed by state-of-the-art technology. We place quality at the center of everything we do and solicit candid feedback at every opportunity in order to continually improve our service to clients. We channel our knowledge and expertise into a wide range of publications for the benefit of existing and prospective clients.


The Westin New York at Times Square

270 West 43rd Street
New York, NY


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