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7:30 a.m. to 8:30 a.m. Registration and Breakfast
8:30 – 8:40 a.m. Welcome/Opening Remarks
Joe Kornik, Editor-in-Chief, Consulting magazine

8:40 a.m. – 9:30 a.m.
State of the Financial Services Consulting Market: What to Expect in 2010

Kelly Matthews, Associate Director of Research, Kennedy Consulting Research & Advisory
The financial services industry has been in turmoil since mid-2008, and this turmoil is causing clients to rethink their risk management systems, executive compensation plans, and strategies for organic and acquired growth. In addition, the possibility of regulatory reform in the U.S. and other countries could drive significant demand for consulting services. Focusing on Financial Services Consulting from 2009 looking forward to 2012, Kelly Matthews, an associate director of research with Kennedy Consulting Research & Advisory and author of the Financial Consulting Marketplace report, will discuss some of the future growth opportunities for consultants who serve clients in the banking, capital markets and insurance sectors worldwide.
Based on exclusive and proprietary Kennedy research data, the presentation will answer such provocative questions as:
- Where is the market today?
- How did we get here?
- Where is the market going?
- What does the future hold?
- Where are the best opportunities for growth in the financial services market?
- Where are the biggest consulting opportunities?
- How has the environment for engaging with financial institutions has changed for the long run?
Don’t miss this lively and interactive discussion, plus the rare opportunity to gather exclusive Kennedy Information market data. The future of your business depends on it.
Kelly Matthews
About Kelly Matthews
Kelly Matthews is an Associate Director of Research for Kennedy. She is the author of the Global Consulting Marketplace Report; Financial Consulting Marketplace; Public Sector Consulting Marketplace and Healthcare Consulting Marketplace. She also works closely with Kennedy’s IT consulting analyst team, contributing to the IT consulting research portfolio. She has more than 15 years of experience in market research, consulting, and strategic and market planning. Prior to joining Kennedy, Matthews worked at IDC as the Vice President of Vertical Industry and Insights Consulting. In this role, she developed and directed custom research, marketing and consulting projects and managed client engagements for clients targeting and within a variety of vertical industries including retail, manufacturing, healthcare, public sector and energy.

9:30 a.m. to 9:45 a.m. Networking Break
9:45 a.m. – 11:00 a.m.
Panel – What’s Next? Dissecting a New Regulatory Environment

Thomas Rollauer, Director of the Governance, Regulatory and Risk Strategies Practice, Deloitte & Touche; George Morris, Partner and the Head of the Corporate and Institutional Banking – North America, Oliver Wyman; Sandeep Vishnu, Partner, Finance, Risk and Compliance Group, Capco; Richard Apostolik, President and CEO, Global Association of Risk Professionals; Helen Thomas, US Mergers and Acquisitions Correspondent, The Financial Times and Charles Murphy, Clinical Professor of Finance, Leonard N. Stern School of Business, New York University
While there’s not a lot of certainty around the financial services marketplace these days, there’s one thing nearly everyone can agree upon: The regulators are coming, and the financial services industry we know today will look vastly different in the future. What will this new regulatory environment look like? What types of services will clients need in this enhanced regulatory environment? How can a consulting firm make sure it is best positioned to take advantage of the opportunities this new environment will bring about? These are just some of the questions we’ll answer in this provocative panel discussion. Hear unique perspectives and valuable insights from financial services industry leaders both inside and outside the consulting profession.
Thomas Rollauer
About Thomas Rollauer
Thomas Rollauer is Director of the Governance, Regulatory and Risk Strategies Practice at Deloitte & Touche and a seasoned financial services industry professional, specializes in advising on compliance, controls, corporate governance, regulatory relations, and risk management issues. His career includes: Senior Bank Regulator with the Office of the Comptroller of the Currency (OCC); one of the founding Partners of Deloitte’s Financial Services Regulatory Consulting Practice (1986); and, most recently, the Executive Director of Global Compliance for Citigroup Inc. Rollauer rejoined Deloitte in early 2008 after spending more than four years at Citigroup where he had management responsibility for Citi’s Corporate and Business Compliance functions.
George Morris
About George Morris
George Morris is a Partner at Oliver Wyman and the Head of the Corporate and Institutional Banking practice in North America. He has also played a leading role in Oliver Wyman’s North American business development efforts, leveraging his 24 years of consulting expertise working with financial services clients. His client work covers a wide variety of corporate issues. Mr. Morris has worked extensively on risk-adjusted profitability and shareholder value-added measurement as well as enterprise-wide, integrated risk management covering credit, market, operating and insurance risks. His work has included business line and overall strategy development for leading North American banks.
Sandeep Vishnu
About Sandeep Vishnu
Sandeep Vishnu is a Partner at Capco in their Finance, Risk, & Compliance group and has over 20 years of experience serving in principal and management roles in strategy and technology consulting. His recent clients have primarily been in banking and payment services. Vishniu consults extensively on enterprise risk management, financial analysis, data, risk analytics/modeling, business intelligence/reporting, compliance, capital, and operational/control issues. He has a broad background in risk management and business planning/evaluation that includes multi-disciplinary engagements involving strategy and technology services. In addition, he has extensive experience with operational, credit, and market risk requirements under Basel II, Sarbanes-Oxley, and other banking/financial regulations.
Richard Apostolik
About Richard Apostolik
Richard Apostolik is President and CEO of the Global Association of Risk Professionals (GARP), the leading not-for profit association in the world dedicated to financial risk management. Prior to joining GARP, Rich worked with Bankers Trust’s (Deutsche Bank) Strategic Ventures group where he focused on developing financial risk management initiatives designed to provide credit risk mitigation and management services to financial service companies. There he was the co-developer of CoVar, a dynamic counterparty credit risk mitigation system. Prior to Bankers Trust, Rich was J.P. Morgan & Co.’s global head of energy brokerage activities and COO of its global listed product businesses.
Helen Thomas
About Helen Thomas
Helen Thomas is a US Mergers and Acquisitions Correspondent for the Financial Times, based in New York. Her beat includes media, property, financial services, and regulations/governance. Previously, she was a London-based reporter for FT Alphaville, the digital news and commentary service on FT.com that covers financial markets. Before the launch of Alphaville, Helen covered the financial services sector for FT.com, writing and editing news stories. She joined the Financial Times in 2004. Prior to this, she worked at Property Week where she held a number of positions, including chief features writer and deputy features editor. Before moving into journalism, Helen was a corporate finance analyst for JPMorgan. Helen is a graduate of Oxford University and holds a degree in Philosophy, Politics and Economics.
Charles Murphy
About Charles Murphy
Charles Murphy is a Clinical Professor of Finance at the Leonard N. Stern School of Business at New York University. Professor Murphy recently retired as a Senior Advisor of Credit Suisse, where his responsibilities included working with client coverage officers to help strengthen and institutionalize their CEO and Board relationships. He also coordinated and integrated the Global Market Solution Group’s structured products across the investment banking client base. He began his First Boston career as an Equity Security Analyst in 1976, and rejoined Credit Suisse in 2003, having held senior investment banking and advisor positions at Allegheny Energy, Merrill Lynch and J.P. Morgan specifically in the energy, power and energy technology areas..

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