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IBM Banking Summit 2013


   
 

Brett King, Financial Advisor and Author Brett King, Financial Advisor and Author

Author of the groundbreaking bestsellers BANK 2.0 and BANK 3.0, Brett King is the founder and CEO of Moven, the first direct mobile bank in the US and the UK. Brett also runs a niche strategic advisory firm, User Strategy, where he is a strategic advisor to the world's leading financial services organizations.

Recently named "Innovator of the Year" by American Banker and Bank Technology News Magazines, Brett is a global thought leader in financial services and customer experience. He is a sought after expert on innovation, technology disruption, customer experience and channel distribution strategy. Publishing regularly in his role as industry advisor on The Huffington Post, Internet Evolution, FinExtra and his personal blog Banking4Tomorrow.com, Brett has recently been featured on Bloomberg TV, BBC, CNBC, Wall Street Journal, Financial Times and The Economist.

Jim Kavanaugh, IBM Jim Kavanaugh, IBM

James J. Kavanaugh was appointed to his current position as Vice President and Controller at IBM in May 2008. Prior to being announced as Controller, Mr. Kavanaugh was vice president of finance and operations for IBM’s Sales & Distribution division. He held this position from January 2006 through May 2008.

In May 2004, Mr. Kavanaugh was named vice president of finance and operations for IBM’s Americas Group. In this capacity, Mr. Kavanaugh oversaw financial management and operations across the United States, Canada and Latin America.

Previously, Mr. Kavanaugh was vice president of finance and planning for IBM EMEA, located in Paris, France. In this role he served as chief financial officer for 124 countries, responsible for all strategic and operational financial management.

Mr. Kavanaugh was also assistant controller, finance and planning, for IBM’s corporate headquarters, where he was responsible for the IBM financial forecast and measurements process. Before this he served as director of planning and consolidation for the PC Company, responsible for strategic financial planning, forecasting and measurements. In May 1999, Mr. Kavanaugh assumed the role of chief financial officer of IBM’s Personal Systems Group, Americas.

Mr. Kavanaugh joined IBM in 1996 from AT&T Corporation, where he was the chief financial officer, Americas Global Services. Mr. Kavanaugh earned an Executive Master of Business Administration from The Ohio State University.

Brad Burnaman, IBM Brad Burnaman, IBM

Brad Burnaman leads Industry Solutions for Sales Performance Management at IBM, where he supports the Cognos SPM product development and go-to-market efforts. Brad brings deep experience in the Insurance, Banking, and Telecommunications industry verticals, and has over 14 years experience helping Fortune 1000 and Global 2000 companies to improve sales effectiveness and incentive compensation.

An ongoing focus of Brad’s work is research and development of best practices in sales effectiveness and incentive programs which drive meaningful business results. Brad's experience prior to IBM includes senior leadership positions with a number of niche consulting firms focused on incentive compensation technology and sales effectiveness, including Iconixx, Canidium, and OpenSymmetry.

Reed Chaikin, IBM Reed Chaikin, IBM

Reed Chaikin has over 25 years’ experience working with Fortune 500 companies on Performance Management and Business Analytic solutions. Reed joined IBM as part of the Varicent acquisition. Reed’s years at Varicent focused on helping customers understand and best leverage solutions for Incentive Compensation, Territory and Sales Performance Management. Reed is Solution Consultant, IBM Cognos SPM.

Owen Kimber, IBM Owen Kimber, IBM

Owen is the Worldwide Financial Services Sector Solution Lead for the IBM Business Analytics Group. For the last five years he has worked with UK-based insurance, banking and financial market companies in defining best practices and solutions for Business Analytics. Lately, Owen has worked around the world to shape the best solutions to assist the IBM teams. He has 15 years of experience in the Business Analytics space and has held positions supporting technical sales for Business Intelligence products and enablement in the data warehouse domain. Prior to his time at Cognos, Owen spent time on data warehouse projects for a major oil company and as an education manager for a data warehouse software vendor.

Rory McClure, IBM Rory McClure, IBM

Rory McClure is an Associate Partner in IBM's GBS Global Risk Center of Competency. He has spent the last 20 years assisting financial institutions, helping them to better manage their risk and improve their performance. He is currently focused on the issues of managing wholesale credit risk, optimizing capital performance and improving the cost-effectiveness of performing regulatory compliance.

Frank McKeon, IBM Frank McKeon, IBM

Owen is the Worldwide Financial Services Sector Solution Lead for the IBM Business Analytics Group. For the last five years he has worked with UK-based insurance, banking and financial market companies in defining best practices and solutions for Business Analytics. Lately, Owen has worked around the world to shape the best solutions to assist the IBM teams. He has 15 years of experience in the Business Analytics space and has held positions supporting technical sales for Business Intelligence products and enablement in the data warehouse domain. Prior to his time at Cognos, Owen spent time on data warehouse projects for a major oil company and as an education manager for a data warehouse software vendor.

David O'Connell, Aite Group David O'Connell, Aite Group

David O’Connell is a senior analyst with Aite Group’s Wholesale Banking team, covering analytics and data-intensive capabilities including business intelligence, performance management, predictive analytics, and capital adequacy testing. Also among his areas of focus are the use of analytics in the prevention of fraud and money laundering. An ardent advocate of the use of technology in the management of risk by commercial banks, Mr. O'Connell sees capital adequacy testing not as a regulatory requirement, but as an opportunity for banks to change their role in the persistent boom-bust-bailout cycle.

Mr. O’Connell began his career in commercial lending, holding roles in underwriting and relationship management. Mr. O’Connell first specialized in large syndicated facilities and later focused on loans to technology companies. Prior to joining Aite Group, Mr. O’Connell was an analyst at Nucleus Research, where he covered the analytics and workforce management spaces and was the author of a large body of ROI-related research notes, case studies, white papers, and calculators. Mr. O’Connell has spoken at user events for a variety of vendors and been quoted in articles in Time Magazine and on the Dow Jones Newswire. He has also written articles for the American Bankers Association and recently spoke about the economic benefits to banks of phone-based bill payment with Bank Systems & Technology.

Susan Selim, Zions Bancorporation Susan Selim, Zions Bancorporation

Susan Selim, VP, Compensation Analytics Manager, Zions Bancorporation provides Incentive Compensation Management (ICM) and related governance and reporting processes for Zions Bancorporation, a regional bank holding company headquartered in Salt Lake City, Utah with $54.9 Billion in assets, approximately 11,000 employees and 480 banking locations in ten Western and Southwestern states. Her team is responsible for the enterprise ICM implementation project, and for support of regulatory compliance efforts related to incentive compensation for covered persons. Susan’s background in leading enterprise software and business process optimization projects at Zions is preceded by management and consulting positions at Disney and IBM.

Alysa Yeung, Citi Alysa Yeung, Citi

Alysa Yeung is currently leading the Next Generation Analytics effort in Citi’s Global Decision Management. Her charter includes the identification and development of a collection of innovative analytical solutions which are aligned with business challenges. Prior to this, Alysa was the Relationship Manager for the Asia Pacific region in Global Decision Management. Alysa has been with Citi for 20 years and has held various roles in Database Marketing, Risk Management, Business Planning & Analysis and NA Cards Decision Management group prior to joining the global team.

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