Connections 2013

Program

• Agenda at-a-glance
• Speakers
• Topics

Agenda at-a-glance

Agenda subject to change

* For out of town guest only

Speakers

Penny Hembrow

As a former transformational consulting advisor to some of the world’s major financial institutions, ex-banking COO/CIO at Deutsche Bank, Barclays Wealth and RBS, now Global Head of Banking for CGI, Penny is an individual who has not only set the strategy, but also executed some of the most significant growth and transformational operating model strategies in banking. She knows the business from the inside out and leverages a keen sense of what is possible with emerging market trends and capabilities.

Penny’s presentations are insightful and engaging. She fuses cross-industry thought leadership to challenge how we think of our businesses and how we can achieve our goals. Often game-changing in her thinking, she encourages listeners to think beyond the box and how to make transformational change happen.

Peter Delano

Peter Delano is a Senior Director in the Wealth Management practice at CEB TowerGroup. Peter leads an exclusive peer network of executives that drive technology strategy for wealth management in North America. His research coverage includes CRM and social media platforms, mutual fund, trust, and retirement recordkeeping platforms, as well as data management and business process management for wealth operations. During his seven years at the company, he also supported members of what is now CEB TowerGroup's Capital Markets research and advisory practice across a range of topics such as messaging standards, customer relationship management, client reporting, and post-trade operations.

Industry publications such as Advanced Trading, Fund Action, Global Investment Technology, Operations Management, Wall Street & Technology, and Ignites.com have turned to Peter for insights on financial services technology. He has also spoken at a variety of industry events since he joined TowerGroup in 2005.

Mike “Pinball” Clemons

To Canadians, the name "Pinball" stands for remarkable athletic talent, outstanding sportsmanship and a commitment to the community.

As a former all-star running back, Grey Cup winning coach, President and CEO, and now the Vice-Chair for the Toronto Argonauts, Michael "Pinball" Clemons is a man of unquestionable character and spirit. He is equally renowned for his achievements on the football field, as he is for his impact as a motivational speaker.

Pinball's presentations are at once captivating and empowering. He inspires audiences by demonstrating what it means to beat the odds and encourages listeners to use teamwork to achieve their goals.

David Chilton

David Chilton's recipe for success is hard work, a clear vision and some clever marketing. Whether it's helping thousands of Canadians achieve personal financial success or investing in low-fat cookbooks, Chilton has always had a knack for recognizing great ventures from the get-go. In his latest role as an advisor on the hit CBC show, Dragons' Den, Chilton is now leveraging that knack and putting his business-minded expertise to work.

Topics

Below is a sampling of sessions you will find at Connections 2013.

Banking Services & Investment Fund Services

• The Banking & Investment Fund Services group will look at our current and future development plans for Wealth360 PrimeBase and CORE product lines. We will share our new initiatives that are underway to enhance the user interface experience. We will also share our global delivery model as it pertains to our Banking Services and Investment Funds operations.
• The team will provide an overview and demo of our workflow and imaging initiative for PrimeBase including a review of the models within the industry, our best of breed selection, and how it will be integrated with our PrimeBase solution.
• There is an exclusive session on the Investment Funds industry trends for 2013. You will get insights into the Investment statistics and trends, capital markets, demographics, systematic risk, MERs, monetary policy and new ETF alternative fund & term deposit options. Each of these factors has an impact on our industry, your requirements, and CGI’s product development, technology, and service delivery strategy.
• There will also be a short presentation on the Tax & Regulatory updates including FATCA, e-signatures, privacy act, corporate class and RDSPs and their implication to financial institutions and service providers.
• We will have two interesting round table discussions. The round table provides an ideal forum for both your feedback and contribution towards establishing the prioritization of new development.
• Take this opportunity to participate in an open discussion for the Banking Services and Investment Funds business as we continue our strategic plan. Hear what’s next in terms of functionality, architecture, technology and service delivery, as we detail the PrimeBase and CORE product direction and outline our commitment to new investment and growth

Portfolio Services

• The Portfolio Services group will look at our current and future development plans for the Wealth360 Portfolio Management product line. We will share our progress, and outline our scheduled releases and their content. Additionally, from a services perspective, we will provide updates on our delivery organization and infrastructure advances.
• Participate in the ever-popular client round table discussion. This session will provide a forum for an interactive discussion on our Wealth360 Portfolio Management business solution and service delivery for both our Fund Accounting and High Net Worth clients, including an in-depth discussion of our client support structure and processes.
• Attend one of two concurrent “Spotlight” sessions focusing on Fund Accounting and High Net Worth investment management. The “Spotlight on Fund Accounting” will discuss partner integration opportunities, including market data pricing vendors, as well as upcoming regulatory changes and how they will impact you, industry trends, challenges and best practices . The “Spotlight on High Net Worth” will discuss the latest product developments and share views on best practices, mobile technology adoption and industry trends.
• The CGI team is excited to present a session dedicated to the quality value chain and how it benefits our clients.
• You will be able to participate in interactive concurrent training sessions on UMA functionality or Reporting; understanding the data dictionary in context, and types of reports and queries you can build with the Wealth360 data warehouse.
• CGI’s partner; StatPro will present a demonstration of their solution – StatPro Revolution, a sophisticated portfolio analysis tool which provides performance ratios, equity and fixed income attribution, ex-ante risk and contribution all in one place.

Treasury Services

• Through the 4 sessions dedicated to Treasury Services, you will get to know the Treasury Services team and your fellow User Conference participants. You will get to learn what is new and exciting in our business, solutions, and what we have planned in the coming year.
• For the first time, see our brand new Web Trader platform featuring streaming rates and order book functionalities. We will conduct a live demo and are looking forward to getting your feedback. 
• Not only are we excited to hear what you have to say at the FX Product Suite “Round Table” discussion on the current state and future direction of the Treasury Services business and solutions, but we have listened to you during the past year. The Treasury Services team would like to tell you what new enhancements came as a result of your input.
• Get up to date on the work you and your CGI team have made on implementing Dodd-Frank regulatory solutions tailored for your specific business needs. Our latest updates and enhancements will be presented and again we are looking for you to share your feedback and input.
• The Treasury Services team will present the enhancements that are to come for Tax & Fees and SWIFT updates, in addition to a discussion around the Dodd-Frank Canadian equivalent – OTC derivatives.
• Finally, the team will present the latest enhancements to FX RateHub, and discuss how CGI has made it easier to upgrading to version 3.69, which is expected later this year through a much smoother and more efficient process.