Past Summits

2016 Financial Services CIO Executive Leadership Summit

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

Event Highlights

The Financial Services CIO Executive Leadership Summit is designed exclusively for CIO/IT leaders in the Financial Services sector who want to further their knowledge around IT transformation, innovation and change; who want to build a significant network of business relationships with other IT leaders; and who want to gain the latest insights and best practices for driving increased business value through the use of information technology.

This single-afternoon summit will deliver progressive thought leadership focused around the unique challenges, regulations, and expectations of the Financial Services industry. The event agenda is focused around optimal strategies for leveraging technology to drive business growth in rapidly changing markets. Attendees will receive unique insights into best practices and hear success stories involving leadership, innovation, and transformation.

Highly interactive sessions as well as scheduled breaks allow significant time to ask questions of the speakers. This, together with the entire conference experience, is of great benefit to those looking for key take-aways and action plans to implement immediately.

Registration is complimentary for qualified executives. See the registration page for details.

  • Christopher Bernard
    Head of Enterprise IT

  • Mike Brady
    Chief Information Officer

    As the Enterprise CIO, at USAA Mike Brady and his team provide the technology creation, support and delivery across the organization. Key responsibilities include building and maintaining relationships with senior Executives, strategy and planning, oversight of application development, as well as operations and maintenance, while focusing on time to market, quality and innovation. In addition, he is responsible for the business agility center of excellence to drive an agile mindset throughout the enterprise.

    Mike Brady is the former AIG Global Chief Technology Officer and oversaw the Technology Services organization, which included Technology Strategy, Application Development Methodologies and Infrastructure Services. He was also accountable for identifying leading edge technologies that resulted in tangible benefits to all of AIG’s stakeholders.

    Mike is a strategic technology executive recognized across the industry as a transformational leader. Prior to joining AIG, Mike served as head of Kaiser Permanente’s Infrastructure organization. His team comprised of over 1,900 professionals managing and operating life critical technology systems in partnership with IT, Health Plan and Care Delivery groups. He led an organization that delivered award-winning systems availability and leadership of deployments of Cloud, Big Data, DevOps and integrated Technology-as-a-Service strategies.

    With more than 25 years leading Technology teams in global, complex organizations including Citigroup, General Electric, Merrill Lynch, Fidelity Investments, and Kaiser Permanente, Mike is an accomplished transformational leader.  He has been recognized as a Computer World Premier 100 IT Leader, received multiple Uptime Institute and related IT excellence awards and holds a patent in Network Security. 

  • Howard Bruck
    Chief Financial Officer
    BuyGoods Inc.

    Howard joined Farm Credit Financial Partners in 2016 as President and CEO. His prior work experience includes: Chief Information Officer at Sterling National Bank, Managing Director of Technology at the New York Stock Exchange, and Group Manager of Information Systems at PepsiCo International.  For the past 12 years Howard has been an Adjunct Professor at NYU-Polytechnic University and the Fordham University Business School teaching courses in IT Strategy and Business Operations.  He has served on the Business Banking Strategy Committee for Fiserv, and the Mid-Market Advisory Council for IBM.  He regularly speaks at industry events and publishes articles in business journals. Howard earned his MBA from Fordham University and BS from Long Island University.

  • Susan Certoma
    Board Director | Executive Leader | Strategic Advisor

    Susan Certoma is an executive leading next-generation businesses and developing innovative technology solutions for the Financial Services industry. In her leadership roles, Susan has been responsible for managing business P&L’s as well as global technology divisions across multiple product areas. In her Board and Advisory roles, she has worked with CEO’s in multiple industries focused on business value and transformation.

    Susan is currently a Director on the Southwest Power Pool Board as well as a member of the Finance Committee.  In addition, she holds strategic advisory roles at a major insurance company and an established global Financial Technology firm along with serving on Strategic Advisory Boards for multiple start-ups. She is also an FWSIM Board Director and has served as the President of the Board.

    Before focusing on Board and Advisory roles, Susan was President of Enterprise Engineering, Inc.  (EEI).  She had responsibility for all aspects of the strategic consulting and software businesses.

    Previous to her role at EEI, Susan was President of the Wealth & Markets Division at Broadridge, responsible for Strategy, Technology, Architecture, Sales, Product Development, Business Development, Client Relationships and Service Delivery.

    Prior to Broadridge, Ms. Certoma was the global Chief Information Officer (CIO) for the Corporate & Investment Bank at Wachovia. In her role, she created a premier technology organization, which transformed the bank’s technology into an industry-leading platform.

    At Goldman Sachs, Susan led Global Sales/Trading Technology. She also was responsible for the Strategy and Planning function reporting to the global CIO.

    Susan also has held senior leadership positions in Technology & Operations at Merrill Lynch, Lehman Brothers, First Boston (Credit Suisse) and Royal Bank of Canada. 

    As a leader, she has chaired committees for Women in Technology, Learning & Development, Career Development, Employee Engagement and Talent Management.

    Susan is a Summa Cum Laude graduate of St. John’s University with a B.S in Management / Economics and an MBA in Finance. She has also completed Special Study Programs at Dartmouth College and Yale University along with Executive Education Programs at UNC Chapel Hill and Wharton. 

    Susan was recognized by Forbes as one of the top 25 Women in Technology. She was also a Gold Book Honoree by Wall Street & Technology and one of the Women Worth Watching by Profiles in Diversity Journal. In addition, her high performing teams have received industry-wide recognition across a broad spectrum of platforms. She is a member of several Women’s Networks including 100 Women in Finance and Meytier.

    In addition to her current roles, Susan has served on the following Boards:  Direct Edge Stock Exchange (Ranked in the top 4 U.S. Exchanges; acquired by BATS Global Markets), Mediant, Make-A-Wish Connecticut, Enterprise Data Management Council and several early stage FinTech firms.

  • Mark DuBrock
    Bridgewater Associates


  • David Furtzaig
    Chief Technical Strategist
    Hewlett Packard Enterprise

    Dave is a Chief Technologist and Strategist for HPE's Americas FSI Vertical / Top Accounts, delivering 30 years of experience in technology innovation and thought leadership to his clients.

    Dave began his career as a Developer with a startup specializing in Dept-of-Defense Communications Systems, Simulators, Data Modeling  building Compilers, modeling systems and data visualization solutions.

    In the early 1990's, he expanded into Financial Services by focusing on Wall Street Brokerages, Market Makers, Consumer Banking and Insurance companies, delivering modern client-server solutions. During his 12 year tenure with Sun Microsystems, he drove in partnership with numerous Wall Street firms, technological advancements which enabled his clients integration with firmwide systems / partner systems ( exchanges and broker dealer connectivity ), delivering increased market share.

    Dave invested the next 10 years with various Financial services providers such as Citco ( a Hedge Fund Books and Records Service provider), JPMC and UBS within their Global Technology organizations in order to see and understand the complexities from within the Fin Svc client businesses.  Dave lead various Private cloud Architecture, Design and Engineering teams which delivered end-2-end CI/CD.

    Dave joined Hewlett Packard with Twenty eight years of technology innovation, architecture, design, integration, implementation experience covering infrastructure technologies and software development, in order to bring that knowledge to his new clients.

    Dave holds a Masters of Computer Sciences from Steven's Institute of Technology, right across the river in Hoboken, NJ. Where he also lives with his family.

  • Tsvi Gal
    Head of Enterprise Technology Services (Infrastructure)
    Memorial Sloan Kettering Cancer Center

    Previously, Tsvi Gal was a Managing Director at Morgan Stanley where he led the strategy, architecture and engineering efforts. Tsvi has over 25 years of technology and operations experience mostly in financial services global corporations.

    Tsvi’s career included work as CTO and CIO in several banks including Merrill Lynch/Bank of America, Deutsche Bank and Wells Fargo as well as in non-banks including general partner of a private equity firm, president of AT& and CIO of Time Warner Music.

  • Tom Golway
    Chief Technologist – Financial Services
    Hewlett Packard Enterprise

    Tom Golway is a respected Information Technology executive with a wide range of experience with leading firms such as Hewlett-Packard Enterprise, Thomson Reuters, Marconi Communications, Fore Systems and MIT-Lincoln Laboratories.

    At HPE, Tom is a Chief Technologist focused on providing business and technical thought leadership to help customers realize their business strategies.  Tom is also a member of HPE’s Machine Evangelist program which focuses on memory driven computing platforms.

    Prior to HPE, Tom has been successful in a variety of roles, ranging from as a Mathematician at MIT to a Chief Technology Officer at a Cloud Startup.  Tom has been involved with a number of start-up companies including Marconi Communications where he developed the business strategy for an innovative public/private partnership focused on intelligent communities. The initial customer was for the Dubai Marina intelligent city project.

    Mr. Golway holds a Bachelors of Science degree in Mathematics and Computer Science from St. John’s University, is an accomplished author, delivered talks at major IT events and is a guest lecturer at a number of universities.

  • Kai Grey
    VP of Operations

  • Jean Hill
    Managing Director
    Alvarez & Marsal

    Jean Hill is a Managing Director with Alvarez & Marsal’s Corporate Performance Improvement in New York, and is also the National Solution Leader for CPI’s Digital and Technology Services practice. She specializes in leading initiatives that re-imagine enterprise strategy and leverage technology to drive transformative change and results. With more than 25 years of experience, Ms. Hill has provided leadership for complex engagements, delivering actionable plans to ignite change, address leadership gaps and drive value. She has worked across multiple business contexts including mergers and acquisitions (M&A), enterprise transformations and periods of rapid growth.

    Currently at A&M, Ms. Hill is working with a $30 billion financial services company to establish new capabilities in an effective and compliant manner, including a multi-business line transformation to improve overall regulatory compliance. She also recently developed and implemented a strategy for a major healthcare provider that entailed a new sourcing model, revamping their technology offerings and restructuring their technology organization that led to $400 million in savings.

    Prior to joining A&M, Ms. Hill was the Chief Technology Officer (CTO) of First New York Securities, where she built a technology platform that allowed the business to transform from a prop shop into an asset management company. She held a number of senior roles at the Federal Reserve Bank of New York, Merrill Lynch and DLJ. As a Managing Director at Morgan Stanley, she led both its global wealth and institutional technology services organizations. She created and implemented managed-services models with strategic partners in the service desk and desktop support, among others. These initiatives led to steady service improvements and savings of more than $100 million.

    Ms. Hill earned a bachelor’s degree from Cornell University and a J.D. from Fordham University. She is admitted to the New York Bar. She is an active Cornell alum and serves on the Cornell Council, the President’s Council of Cornell Women and the Advisory Board for the Cornell undergraduate business program. Ms. Hill also sits on the Board of Directors for Per Scholas, a workforce development non-profit. She is a passionate advocate for diversity in the workplace and frequently speaks and leads panel discussions at diversity forums and events.

  • Edwin Marcial
    Thirteen Castles

  • Hunter Muller
    Founder & CEO
    HMG Strategy

    Hunter Muller is a charismatic industry pioneer and a modern-day Renaissance Man. As a global C-suite advisor and coach for the past 30 years, Hunter’s insights and concepts have been successfully applied by Fortune 1000 organizations worldwide to accelerate executive performance, propel the career ascent of C-level executives, and to drive transformative innovation and create new waves of value.

    Hunter is the Founder and CEO of HMG Strategy, LLC, the largest independent, objective, transparent and collaborative executive network in the world. HMG focuses on innovation and breakthrough strategies for core, parallel and new markets while studying the most successful organizations eco-systems and platforms such as Amazon and Microsoft.

    HMG Strategy is the provider of thought leadership and networking events for CIOs, CISOs, and senior technology executives. HMG Strategy offers a unique, integrated model for enabling C-level executives and their companies to draw upon courageous leadership to reimagine, reinvent, and rebuild their business models to attain the genius-level thinking required in today’s dynamic business landscape to achieve competitive advantage in the digital frontier.

    Hunter's passion for the role of the technology executive in transforming the business is reflected in the 7 Pillars of Trust which embody HMG Strategy's unique business model.

    Complementing HMG Strategy’s world-renowned events is HMGNextVentures, a venture capital accelerator aimed at helping connect CIOs with the most innovative technology companies and entrepreneurs from Silicon Valley to Tel Aviv. HMG Strategy also partners with the world’s leading venture capital firms, including Amplify Partners, Greylock Partners, Lightspeed Venture Partners, and Sequoia Capital. HMG Strategy connects CEOs, CIOs, and other C-level executives with startup technologies backed by the leading VCs to identify opportunities for innovation and business transformation.

    Meanwhile, HMG Strategy’s award-winning Research Team advises the world’s technology companies such as Adobe, Nutanix, and Workday on branding, messaging, and Voice of the Customer strategies.

    Hunter has published five that draw from his extensive business experience: The Transformational CIO (Wiley, March 2011), On Top of the Cloud (Wiley, January 2012), Leading the Epic Revolution (Wiley, September 2013) and The Big Shift in IT Leadership (Wiley, July 2015) and The CEO of Technology (Wiley, January 2018). Hunter is now working on his sixth book: 'Enterprise 2025', which is slated to be published in January 2020. As a result, Hunter’s unique position of knowing the thoughts, challenges, and opportunities of the IT Leader, he is asked to speak at a variety of venues such as IBM’s Cloud Expo and on

    Hunter and HMG Strategy support a variety of charitable causes, including the American Cancer Society, Save the Children, and Year Up, and Hunter personally gives back his time and ideas as a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information Management.

    An intrepid international athlete, Hunter is an ardent yacht racer, a world-class skier, and an extreme fitness guru. Hunter is passionate about ocean and mountain adventures and spending time with his sons, Chase and Brice.

    Hunter earned a Bachelor of Science in the Babson College School of Management.

  • Jeetu Patel
    SVP of Platform & Chief Strategy Officer

    Jeetu Patel is Senior Vice President of Platform and Chief Strategy Officer (CSO) for Box. In this role he leads Box's platform organization, driving the strategy for Box's platform business and developer relations. He also oversees Box’s corporate strategy and development organization and the Industry Alliances team.
    Mr. Patel has more than 20 years of experience in enterprise information technology and before joining Box he was General Manager and Chief Executive of EMC’s Syncplicity business unit. He previously held leadership roles in EMC’s Information Intelligence Group, including Chief Marketing Officer, Chief Strategy Officer and Chief Technology Officer. Prior to EMC, Mr. Patel was president of Doculabs, a research and advisory firm focused on collaboration and content management across a range of industries, including financial services, insurance, energy, manufacturing, and life sciences.
    Mr. Patel holds a BS in Information Decision Sciences from the University of Illinois at Chicago.

  • Bernadette Rotolo
    Senior Vice President, Head of Global Systems
    Warner Music Group

    Bernadette Rotolo is a global Fortune 500 executive with nearly 20 years of experience in technology at Accenture, Adecco Group and currently at Warner Music Group.  Bernadette started her career in consulting at Accenture, a top IT consulting company assisting clients in Communications and High Tech industries with their most difficult technology and business challenges.  After spending twelve years at Accenture, Bernadette came to Adecco Group in 2009, a Swiss based Global Fortune 500 Company that is the largest staffing company in the world, and was promoted to Group Vice President and Global Head of Solutions Delivery Management focused on digital offerings.  After nine years at Adecco Group, Bernadette joined Warner Music Group, an American multinational entertainment and record label company. It is one of the "big three" recording companies and the third largest in the global music industry and is currently Senior Vice President, Head of Global Systems focused on the company’s highest strategic digital transformation program.

    For the last seven years, Bernadette is leading CEO-championed global digital transformation programs at both Adecco Group and Warner Music Group partnering with business leads to increase brand visibility by launching web, mobile and social media strategies that will increase overall global millennial engagement.  Also, as part of Warner Music Group digital transformation program, Bernadette is collaborating with the CFO and Finance senior management team to establish a “state of the art” Shared Service center.  Bernadette is responsible for the technology aspect of the shared service from design to implementation of all the technology needed to operate the Shared Service including a public cloud ERP system, Artificial Intelligence, Machine Learning, Robotic Process Automation and a real time analytics platform.

    Bernadette is also a board member of the Society for Information Management (SIM) Metro New York chapter and an active speaker on digital transformation.  In addition, Bernadette is a member of the CIO Innovation Advisory Network at Lightspeed Venture Partners and on the advisory board for BoldStart, an early stage Venture Capital company.  Bernadette is also an active member and advisor to HMG Strategy.  

    Bernadette holds her Masters from New York University and her Bachelor’s from the State University of New York at Binghamton.  She also earned a leadership certification from the prestigious IMD Business School in Lausanne, Switzerland. 

  • 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.

  • Max Silber
    VP, Mobility

    Mr. Silber is responsible for the mobile division’s operations and business development initiatives. With 20 years of experience, he has served in a variety of product, sales, and business development positions with some of the world’s most innovative technology and telecommunications companies. Prior to joining MetTel, he served as senior vice president of business development for IDT Corporation, where he led the company’s managed services and mobility business unit. Prior to joining IDT, Mr. Silber was vice president of business development at Net2Phone Inc., and held similar management positions at Amtel and GTE Spacenet, Inc.

  • Stephen Spagnuolo
    NA Digital Security & Risk
    Stanton Chase

    Stephen Spagnuolo is a Director in the Baltimore office and leads cyber, digital security, risk focus areas, and client engagements. He has earned a recognized track record of delivering leadership talent and corporate development solutions with a principal focus on cyber security and operational risk across technology, financial services, and other industry sectors, ranging from early stage/startup to emerging growth to mid and large global corporates, banks and consultancies. In so doing, he leverages his deep and extensive network, particularly across the U.S. National Security and Wall Street communities.

    Prior to Stanton Chase, Stephen launched and led the Digital Security Practice for several boutique executive search firms. Earlier he was with Russell Reynolds Associates in New York, as a member of the Global Banking & Markets Practice and then Co-Founder/Head of the Americas for Sheffield Haworth, a London-based global financial services recruitment firm, where in just a few years’ time, the platform and team he established and built earned ‘firm of choice’ recognition amongst their US based Tier 1 bank and corporate clients.

    He currently serves as a cybersecurity expert and the on-call cyber security headhunter with RANE (Risk Assistance Network + Exchange), and he is frequently engaged as a moderator and guest panelist on cyber security talent leadership, recruitment, and development for various executive leadership summits and forums, including Security Innovation Network (SINET) and HMG Strategy CIO & CISO Summits, the latter of which he co-established and built as an adjunct to HMG CIO.

    A graduate of the U.S. Naval Academy, Stephen served with distinction as a US Marine Corps infantry officer, having deployed to multiple overseas contingencies.

  • Dr. Robert Zandoli
    Global CISO and CTO

    Bob joined BUNGE in February 2015, bringing more than 25 years of experience in Global IT executive leadership to the Global IT Risk and Security organization. In early 2018, Bob added the role of Chief Technology Officer to his existing role as CISO. Prior to BUNGE, Dr. Zandoli was the Global Chief Information Security Officer at AIG and MetLife. He also has held senior positions leading global technology infrastructure at major financial firms including Bank of America. As Global Chief Information Security Officer at AIG and MetLife he managed the information security programs for their Global enterprises. Those responsibilities included IT Risk management; security policies, standards and procedures; compliance; threat and vulnerability management; cyber threat intelligence; Security Operations/incident response; Identity and Access Management; forensics; and eDiscovery, as well as Disaster Recovery and Business Continuity. Bob is an active participant in several professional security organizations; has held board positions in many technology industry groups and participates in several industry councils and roundtables as both a panelist and speaker. He has served as an Adjunct Professor at Stevens Institute of Technology, teaching graduate and undergraduate courses. Bob holds a doctorate from Pace University in Information Technology, a MBA from Baruch College and is a Certified Chief Information Security Officer (C|CISO), Certified Information Security Manager (CISM), Certified in the Governance of Enterprise IT (CGEIT), Certified in Risk and Information Systems Control (CRISC) and a graduate of the FBI CISO Academy.


1:00 PM - 2:00 PM  

Registration, Lunch Buffet and Refreshments

2:00 PM - 2:10 PM  

Welcome and Introduction

Hunter Muller, President and CEO, HMG Strategy, LLC

2:10 PM - 2:30 PM  

EXECUTIVE KEYNOTE: Welcome to the Digital Econom

 2:30 PM - 2:50 PM

EXECUTIVE INTERVIEW:  Leading Technology Services at AIG

Mike Brady, CTO, AIG

Hunter Muller will interview Mike Brady, on what it takes to lead technology strategy, application development methodologies and infrastructure services at AIG, as well as what future technologies will drive value to all of AIG's stakeholders.

2:50 PM - 3:10 PM  

Coffee Break, Networking and Meet Our Partners

3:10 PM - 3:40 PM

EXECUTIVE PANEL: The Challenge of Enterprise Security Today and Into the Future

Christopher Bernard, Managing Director, Global Security & Risk, Cushman & Wakefield

Edwin Marcial, Technology Advisor and Board Member, Ionic Security

Dr. Robert Zandoli, Global CISO, BUNGE LTD.

Moderator: Hunter Muller, President and CEO, HMG Strategy, LLC

Emerging and significant security concerns threaten the enterprise daily and are becoming more complex as you broaden the scope from internal, to supply chain, and out to the customer. Today's CIOs are expected not only to drive efficiency, transparency and strengthen information and network security, but also to implement the best technologies and practices to establish and maintain relationships with their customers. How can CIOs balance the demand for immediate, transparent access to information while maintaining security and privacy? How can they reduce IT spending while improving services?

This panel of executives will share their views and experiences on how to meet these challenges as well as their priorities for the next year.

3:40 PM - 4:00 PM  

Coffee Break, Networking and Meet Our Partners

4:00 PM - 4:40 PM   

EXECUTIVE PANEL: Identifying Future Trends in Financial Technology

Mark DuBrock, VP, Global Head of Technology Operations, Standard & Poor's

Tsvi Gal, CTO, Morgan Stanley

Tom Golway, Chief Technologist, Financial Services, Hewlett Packard Enterprise

Jeetu Patel, Senior Vice President of Platform & Chief Strategy Officer, Box

Max Silber, VP, Mobility, MetTel

Moderator: Dr. Robert Zandoli, Global CISO, BUNGE LTD.

Financial Technology (a.k.a. FinTech) is rapidly emerging as the hottest star in the tech sector. As financial services become more dominant in the global economy, FinTech is expanding and evolving with breathtaking velocity. This panel of senior executives will share their critical insight, knowledge and expertise around the most important and exciting new developments in the Financial Technology space.

4:40 PM - 5:00 PM  

Coffee Break, Networking and Meet Our Partners

5:00 PM - 5:30 PM  

EXECUTIVE PANEL: Strategic Leadership in a World of Accelerated Change

Charles Gray, Financial Services Practice, Egon Zehnder

Emmeline Kuhn, Principal, Global Financial Markets Practice, Korn Ferry,

Stephen Spagnuolo, Managing Director, ZRG Partners, LLC

Moderator: Bernadette Rotolo, Group VP, Global Head of Solutions Delivery Management, Adecco Group

Accelerated change in today’s markets requires a new range of performance from today’s CIO – including taking a starring role in the C-suite, becoming more customer-focused, adapting to new environments and leading innovation to create value by leveraging technologies in the new IT ecosystem model of this decade.In addition, recruiting, development and retention in the war for talent can be a huge challenge in today’s economic environment, particularly for global organizations.

This session will explore how today’s accelerated change affects strategic leadership and what the future holds for the IT leader.

5:30 PM - 6:00 PM

EXECUTIVE PANEL: The Courage to Lead in Financial Services: Driving Business Success and Innovation

Howard Bruck, President & CEO, Farm Credit Financial Partners, Inc.

Susan Certoma, President, Enterprise Engineering Inc.

Dave Furtzaig, Chief Technical Strategist, Hewlett Packard Enterprise

Moderator: Jean Hill, Managing Director, Alvarez & Marsal

Never before has the role of the CIO/IT leader been so transformative in shaping business strategy and leveraging technology to modernize financial services, create new products and optimize customer experience. Further, financial institutions are embracing innovation in order to strengthen their brand.

Adopting innovative technology will enable financial institutions to battle disruptive players, and deliver new opportunities to drive revenue, profits, and expand product portfolios. This session will examine the challenges, solutions and tools that can help IT leaders drive innovation and maintain a competitive edge.

6:00 PM - 7:00 PM

Executive Networking Reception

Presenting Partners

  • Hewlett Packard Enterprise

    Hewlett Packard Enterprise is an industry leading technology company that enables customers to go further, faster. With the industry’s most comprehensive portfolio, spanning the cloud to the data center to workplace applications, our technology and services help customers around the world make IT more efficient, more productive and more secure.

Platinum Partners

  • Box

    Box (NYSE:BOX) is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications. Founded in 2005, Box powers more than 71,000 businesses globally, including AstraZeneca, General Electric, P&G, and The GAP. Box is headquartered in Redwood City, CA, with offices across the United States, Europe and Asia.
  • MetTel

    MetTel is a leading provider of customized, integrated and managed communications solutions for enterprise customers. By converging all communications over a proprietary network, MetTel enables enterprise companies to easily deploy and manage technology-driven voice, data, wireless and cloud solutions nationwide. With one of the most comprehensive offerings, the highest quality customer care and project management and the ability to help manage, maintain and secure your communications needs, our portfolio of customer-centric solutions boosts enterprise productivity, reduces costs and simplifies operations.

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 W 43rd St
New York, NY


For more information contact us:

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