Ambit Risk & Performance Client Summit

Transcription

1 Ambit Risk & Performance Client Summit June 14 17, 2010 Boston, MA Conference Agenda MONDAY, June 14, :00 pm 7:00 pm Registration -(5 th Floor Rotunda) Welcome Networking Reception 7:00 pm 9:30 pm Sponsored by: (5 th Floor Rotunda ) TUESDAY, June 15, :00 am 4:00 pm Registration 8:00 am 9:00am Breakfast (5 th Floor Rotunda) 8:45 am 9:45 am General Session Welcoming Remarks & Strategic Outlook Chris Maclin, Director of Sales Americas, Ambit Andi Hug, Managing Director, Ambit Trademark Information:, the logo and Ambit are trademarks or registered trademarks of Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade

2 9:45 am 10:45 am General Session The Well Managed Bank Keynote Address Professor Cliff Rossi, Tyser Teaching Fellow and Managing Director of the Center on Financial Policy and Corporate Governance, University of Maryland 10:45 am 11:00 am Networking Break (2 nd floor Lobby) 11:00 am 12:00 pm General Session s Ambit Budgeting & Planning Product Launch Bill Collette, Director Profitability Solutions, Ambit Christina Bliven, First Vice President, Peoples United Bank 12:00 pm 1:30 pm Lunch (5 th Floor Rotunda) 1:30 pm 2:30 pm General Session Regulatory Panel Discussion Moderator: Joe Sass, Director of Product Strategy, ALM, Panelist: John Gavin, SVP Managing Director of ALM, Citizens Bank Mary Arnett, Banking Supervision & Regulation, Federal Reserve Board of Governors Michael Guglielmo, Managing Director, Darling Consulting Group Thomas Day, Managing Director of Risk & Policy, 2:30 pm 2:45 pm Networking Break (2 nd Floor Lobby) Trademark Information:, the logo and Ambit are trademarks or registered trademarks of Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade

3 2:45 pm 3:45 pm 3:45 pm 4:45 pm 4:45 pm 5:15pm Breakout Sessions Treasury and Risk Management: Taking a Proactive Approach Jeff Palmer, Director of Quantitative Finance, Silicon Valley Bank ALM in Crisis David Green, Consultant, David Green Advisory A Structured Approach to Stress Testing: How to define a clear and achievable process for stress testing Chris Tobin, Director, (West Cedar Room) Set and Satisfy Your Risk Appetite: Method to clearly determine desired risk/return profile and align strategies Journee Isip, Consultant, (West Cedar Room) Closing Remarks 6:30 pm 10:00 pm Customer Appreciation Reception & Dinner Cruise Sponsored by Intel Loss Forecasting and Allowance Setting: Various approaches to ALLL assessment and macroeconomic predictions of loss Capital vs. Reserves: What s The Fuss? An open-forum discussion of the related role of capital and reserves Chris Tobin, Director, Tom Day, Managing Director, Risk & Policy, (Meeting Place 1 st Floor Lobby) Trademark Information:, the logo and Ambit are trademarks or registered trademarks of Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade

4 WEDNESDAY, June 16, :00 am 4:00 pm Registration (4 th Floor Entry) 8:00 am 9:00 am Breakfast (4 th & 5 th Floor Rotunda) 9:00 am 5:00 pm Dedicated Product Sessions Interest Rate Risk ALM 4 (West Cedar Room) Interest Rate Risk ALM 5 Performance Management Economic Capital & Credit Risk (Chestnut Room) 9:00 am 9:50 am ALM 4 Product Update Joe Sass, Director of ALM, Americas, Tips & Tricks ALM 5 Brett Aitken, Manager Client Services, Performance Management Product Update Bill Collette, Director Profitability Solutions, Ambit Credit Risk & Capital Manager Product Roadmap Andrew Whitehead, Director R&D for Capital Solutions, Tom Day, Managing Director, Risk & Policy, 9:55 am 10:45 am Tips & Tricks for ALM 4 Melissa Te, Client Services Consultant, ALM 5 Product Update Joe Sass, Director of ALM, Americas, Cost Allocations - how to make them pay off Will Newcomer, Solutions Manager, Performance Management, Introduction to Ambit Optimist: Spreading and Risk Rating Deployment Bob Saba, Senior Consultant, 10:45am 11:15am Networking Break (4 th & 5 th Floor Lobby) Trademark Information:, the logo and Ambit are trademarks or registered trademarks of Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade

5 11:15 am 12:05 am BDI & FTP Product Update & BDI Tips & Tricks Joe Sass, Director of ALM, Americas, Advanced Modeling in ALM 5 Kimy Metivier, Technical Sales Executive, Ambit Data Management Leveraging a consistent framework across the Risk and Performance Suite Will Newcomer, Solutions Manager, Performance Management, Tom Day, Managing Director, Risk & Policy, Introduction to Ambit Strategist: Portfolio Monitoring & Management within our Credit Risk Solutions Bob Saba, Senior Consultant, 12:05 pm 1:30pm Lunch (4 th & 5 th Floor Rotunda) 1:30 pm 2:20 pm Managing the Fundamental Drivers of Interest Rate Risk 2:25 pm 3:15 pm Taking a Closer Look into Stochastic Valuation Joe Sass, Director of ALM, Americas, Incentive Compensation- Is it good for the bank or the employee? Can it be good for both? Will Newcomer, Solutions Manager, Performance Management, Integrated Performance Management a focus on the Proforma side of the business Will Newcomer, Solutions Manager, Performance Management, Advanced Ambit Capital Manager: Stress Testing and Credit Risk Models Andrew Whitehead, Director R&D for Capital Solutions, Loss Forecasting and Allowance Setting (Repeat) 3:15pm 4:00 pm Networking Break (4 th & 5 th Floor Lobby) Trademark Information:, the logo and Ambit are trademarks or registered trademarks of Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade

6 4:00 pm 4:50 pm Managing the Fundamental Drivers of Interest Rate Risk (Repeat) What s New with Client Services? A look at our new client portal and how to get the most out of our client services team Brett Aitken, Manager Client Services, Going Live with Performance Management Processes to reduce time to value Kelly Lutinski, Performance Management Implementation Manager, Set and Satisfy Your Risk Appetite (Repeat) Journee Isip, Consultant, 6:00 pm 9:00 pm Optional Client Dinner Outing L Osteria Restaurant In Boston s Historic North End Meeting Place 1 st Floor Lobby Trademark Information:, the logo and Ambit are trademarks or registered trademarks of Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade