The QA Financial Forum: London 201821 February, 2018 8am-5pm Hilton Canary Wharf
Our agenda features speakers from leading banks, insurance companies and asset managers as well as exchanges and payments platforms.
Our agenda features speakers from leading banks, insurance companies and asset managers as well as exchanges and payments platforms.
The QA Financial Forum London has become established as the leading conference for software quality assurance and IT risk management professionals. Our agenda features speakers from leading banks, insurance companies and asset managers as well as exchanges and payments platforms.
Presentations are made and discussed under the Chatham House Rule, with the objective of sharing firms’ experience of IT change management.
To find out more about sponsorship/delegate opportunities please contact Lawrence Bell — [email protected]
To find out more about speaking opportunities please contact Lauren King
— [email protected]
To find out more about attending as a delegate please contact Kirstine Kennedy
— [email protected]
Click below to see the highlights from the 2018 QA Financial Forum
Michael joined Deutsche Bank in April 2015 and is currently the Global Head of Enterprise Testing Services for the Bank.
Reporting to the CIO and Head of Safety & Soundness for the Bank, Michael’s organisation is an integral part in ensuring the Bank’s quality position and increasing production stability. Focus is on rolling out Bank-wide accelerated & niche Testing Services and Standards that provide a consistent foundation for the Bank to execute testing, while reducing the Cost of Quality through Automation and Performance Engineering
Michael is a Seasoned IT leader in the Financial Services industry with over 30 years’ experience successfully leading and transforming global Development and QA teams. He is an exceptional people manager with a track record of motivating, mentoring and leading large, globally diverse teams through times of extensive change. A career-long champion of diversity with a passion for driving an inclusive workforce and an advocate for human capital.
Prior to joining Deutsche Bank, Michael was employed by Credit Suisse AG, where he worked for a little over 23 years, most recently as global head of QA for Controller’s IT as well as regional head of QA for BOIT Americas.
Melinda has over 25 years’ experience in technology change, with 17 years specialising in software testing and quality assurance within the finance domain. Melinda is a highly motivated individual who is passionate about the evolution of software testing in today’s Agile environment. Melinda has extensive experience in managing and delivering large scale testing programmes, and has worked across UK, Europe, AsiaPac – bringing a global perspective to change programmes.
In her current position as Head of Global Quality Assurance at Schroders Investment Management, Melinda has played a key role in the adoption and implementation of Agile across Global Technology and the wider organisation. A key part of that transformation was ensuring that test services evolved with the development teams; transitioning from a provider of people to a Quality Assurance Practice that supports Agile and DevOps principles.
Jim Tomaney has 30 years of experience building, delivering, marketing and selling enterprise payments solutions and associated services for the transaction processing industry across the world. He has worked in a variety of senior roles delivering solutions for organisations including Barclays, ING, CIBC, Bank Of America, ABN AMRO & Vocalink.
Following a career with ACI Worldwide, Wincor Nixdorf, Level Four Software and Barclays Bank, Jim ran his own consulting business, Q-ATM Ltd, for 7 years. Q-ATM clients included technology providers, banks, sourcing companies and transaction processors. In 2017, Q-ATM was acquired by RenovITe Technologies Inc.
Kaushik Chaubal is a senior software developer who has worked across different domains at BlackRock. He is part of the core software infrastructure team working on core Aladdin components – developing and creating solutions in a truly agile environment. He is passionate about open-source and having clean and well-structured code.
Richa is a Director for the Testing practice at Infosys. She has over 18 years of industry experience in strategic consulting, program management, and testing. In addition, she has cross-functional experience across delivery, sales, strategy, and operations.Over the last decade, she has helped several customers transform their testing organisations to achieve their strategic imperatives and position QA at the centre of organisational change management. She has extensive experience working with several banking, financial services, and insurance customers across the globe.
Sudeep is a senior technology leader with 19
years’ experience with top tier Investment
banks, FinTech and Consulting firms, managing
testing globally for enterprise-wide change
Currently, Sudeep is working as Head of QA –
FX Horizontal at Bank Of America Merrill Lynch
within FICC - Global FX Technology group.
Prior to Bank Of America Merrill Lynch, Sudeep
was Head of QA with Lombard Risk, Barclays,
UBS, GE and Accenture, primarily focused on
building high performing multi-disciplinary
testing teams and delivering testing for
complex technology-driven business
Sudeep has been on the judging panels for the
European Software Testing awards (2016 and
2017) as well as on judging panel for DevOps
Industry awards (2017 and 2018).
Sudeep is an active contributor to Software
Testing and the QA industry, and has spoken at
National Software Testing Conferences and
European Software Testing Summit.
Vishal Bhatnagar is Country Managing Director for the UK & Ireland at CAST, the global leader in software analytics and risk prevention. Given CAST’s unique product positioning, Vishal works with FTSE 100 companies, leading IT services and consulting firms on how to reduce software risks, improve vendor governance and transparency, whilst increasing IT agility at optimal costs. Prior to joining CAST, Vishal was working on the IT supplier side for almost a decade, negotiating large IT vendor contracts and SLAs in outsourced IT transformation programs.
Vishal holds a B. Engg. Degree in Electronics from Pune University, India and an Executive MBA from London Business School
Jigisha Lock is a seasoned project manager with more than 12 years of industry experience across Private Banking, Risk Management, and Compliance in New York, Zurich, and London. Her expertise spans across Trading, Front and Middle Office processes and Risk Management within Credit Suisse. A subject matter expert in trade, e-communication and financial crime surveillance, Jigisha successfully leads distributed technology teams across Singapore, London, New York, Zurich, and Wroclaw to deliver key Compliance initiatives covering more than 30 jurisdictions globally, which mitigates risk and also addresses global and local regulatory mandates.
Mihai is a software engineer and has been practicing Agile for over 10 years across finance, telecom and b2b industries. He is an advocate for quality driven development, with continuous delivery as core practice. Mihai has a BSc in Data Communications and has studied Project Management at Open University Business School. He is now working for UBS as Test Manager for the Global Equity Derivatives group. With UBS, he has been involved in the Equity Derivatives group Agile transformation and the delivery of major regulatory reporting projects, such as MIFID II and the US Internal Revenue Code section 871(m). He is also leading the group’s DevOps team, tasked to build the continuous delivery process through test automation, environment virtualisation and automated deployment.
Iain McCowatt is a software tester whose expertise and passion for testing spans multiple industries and more than a decade: he had his first exposure to testing in the late 90s, and by 2002 decided to focus on it full time. During this time, he has been a hands-on tester, test manager and occasional automator. He specialises in getting stuff done in difficult environments, and in helping organisations solve complex testing problems on large enterprise IT projects.
Shashi Kiran is the CMO at Quali, based out of the Silicon Valley, USA. He has been with hi-tech companies in various technology and leadership positions for over two decades, building and scaling market outreaches for startups to multi-billion dollar businesses. He can be reached at www.linkedin.com/in/skiran
Iosif is co-founder and co-CEO of Exactpro, a specialist firm focused on functional and non-functional testing for market infrastructures. Founded in 2009 with ten core specialists on board, Exactpro now employs over 550 specialists. In May 2015 - January 2018, Exactpro was part of the Technology Services division of the London Stock Exchange Group (LSEG). In January 2018, the founders of Exactpro completed a management buyout from LSEG.
Iosif manages business development and research in the field of high-load trading systems reliability. He is actively involved in delivering strategic software testing initiatives. Iosif has organized several industry conferences, including EXTENT - Software Testing and Trading Technology Trends Conference. He frequently speaks at worldwide FinTech events.
Iosif started his professional career in 2000 as a software engineer in a US-based software development company. For seven years, he worked as a Team Lead and a Technology Architect on projects for a number of US companies. In 2006, Iosif joined a company providing QA services in the financial sector. His extensive software development experience helped him to establish a Performance Testing Department specialising in testing high load trading systems. As a Technical Lead, Iosif was responsible for developing testing tools and implementing technical solutions for a number of leading exchanges and global investment banks. Iosif also has experience managing a consulting practice with a focus on advanced execution systems. As VP of Technology, he was responsible for implementing testing solutions on a number of complex projects for customers worldwide.
Bio coming soon
Jean Paul is a driven, curious and passionate IT professional with 23 years of experience. He moved from developer and system engineer to a management position to combine technical expertise with the ability to motivate and coach people. He is responsible for setting up the Center of Expertise Software Development, the internal software development knowledge center of ABN AMRO. ABN AMRO’s goal is to set standards on software quality and speed of delivery to make it more efficient, therefore enabling the business to deliver more functionality faster.
Paul has worked in various positions in IT for over 15 years. Much of this time has been dedicated to software quality and Agile delivery. These days, Paul leads a talented team of DevOps specialists through an exciting and proactively disruptive journey, driving Hiscox towards better IT.
Chandan joined 10x Banking in August 2017
and is currently working as head of Testing. He
is accountable for the delivery of the Digital Banking
Platform testing function.
His organisation is responsible for ensuring the quality
of core platforms and customised versions for
Chandan has 18 years of experience in the Software
Industry, successfully leading global teams. He is
currently reading for an Executive MBA at London
Prior to joining 10x Banking, Chandan was
employed by RBS PBB where he was
responsible for testing and quality assurance of
Digital Platforms, mainly Mobile Banking.
Bio coming soon.
Denise studied biochemistry and began studying for her doctorate in this area. She later completed additional studies in economics and informatics and worked as a project manager for more than 10 years within financial services. 8 years ago Denise changed her career path to focus on Quality Assurance. She built up the Competence Centre Testing Department at Julius Baer in Zurich. Today she leads this department with a primary focus on Test Environment Management and Test Automation, as well as being the owner of Testing Processes within the bank. In this role, Denise continues to pursue and realise her vision of test optimisation and continuous process improvement, adapting to the latest technologies, strategies, tools and methodologies.
Fabian is a software developer with more than eight years of experience in technology. He has worked as project manager, business analyst and, over the last couple of years, as software developer in the City of London. In the past he has built applications such as online banking solutions and automated sell-side research systems for banks in Switzerland and in Liechtenstein. Currently he is building the next generation global automated trading system for JP Morgan Asset Management in London. Fabian is a hands on developer who enjoys working in a DevOps environment following Agile principles. He cares about clean code and continuous delivery of quality software.
Speaker: Michael Venditti – Global Head of Enterprise Testing Services – Deutsche Bank
In recent years, Deutsche Bank has placed increasing emphasis on growing its digital ecosystem. Michael will detail how Deutsche Bank is managing IT risk through process standardization and efficient governance. He will talk about Deutsche Bank’s QA and Testing transformation journey, with a focus on regulatory compliance.
Speaker: Melinda Chapple-McCamish – Head of Global Quality Assurance – Schroders
A case study in managing change. Over the past three years, Schroders has completed what is arguably the most far-reaching Agile transformation of any financial firm. Based in Singapore, Melinda is global lead of quality assurance at Schroders, one of the world’s largest asset managers. In this keynote presentation she will detail the changes that Schroders has made in its testing process, and the critical role of DevOps in software quality assurance.
Speaker: Jim Tomaney – Chief Operating Officer – Renovite Technologies
Financial firms can extract the maximum leverage from automation by applying it to legacy systems. This presentation will focus on how this works for core banking systems, and for payment platforms. As far back as the 1980s, Jim worked on one of the first commercial-off-the-shelf payment platforms – one which is still deployed around the world, processing billions of transactions each month. Working with platforms such as this, Jim realised that increased processing hours and contracting release cycles were creating unsustainable pressure on the testing of legacy systems. But there is way to de-risk legacy platform change.
Jigisha Desai Lock – Vice President, Core Compliance Services IT – Credit Suisse
Vishal Bhatnagar – Country Managing Director, UK and Ireland – CAST
Sudeep Chatterjee – Head of QA – FICC FX Horizontal – Bank of America Merrill Lynch
Kaushik Chaubal – Vice President, Core Software Infrastructure – BlackRock
As firms increase their reliance on software-based digital capabilities, they have big decisions to make about how they manage software risk and compliance requirements. This is especially true of decisions around the out-sourcing of code development and testing and also the use of open-source and third-party components. Our panel of experts will discuss embedding regulatory compliance into out-sourcing decisions, how to benchmark code quality, security and risk, and consider new models for managing off-shoring.
Speaker: Mihai Tudor – Director, Global Equity Derivatives QA Manager– UBS
In the transformation to Agile, investment banks face the challenge of how they best embed regulatory compliance in the software development lifecycle, and how they identify those apps that prudential regulators consider critical to the firm and to the financial system. The challenge is heightened in the case of derivatives dealing. Using MIFID II as a case study, Mihai will take you through UBS’s journey from Waterfall to Agile in equity derivatives trading, including the use of automation technologies and the challenges surrounding off-shoring and test data provisioning.
Speaker: Iain McCowatt – Director – BarclaysThe Banking Reform Act (Ring Fencing) has made it necessary for Barclays to create a new UK legal entity, complete with a Treasury function with the trading capability to both fund the business and manage risk. This required work across more than one hundred IT systems and multiple business units. But how to test such a thing when faced with a plethora of disparate test environments and a high degree of configuration? In production. Carefully. Join Iain as he explores the challenges inherent in testing in a production environment, the controls necessary to safely do so, and lessons learned that will be applied to the standup of the next entity: the Brexit bank.
Speaker: Shashi Kiran - Chief Marketing Officer - Quali
Digitisation has spurred the need for speed and given birth to the adoption of DevOps and cloud-based operational models.. Application modernisation initiatives are being fuelled by digitisation and are driving some of the biggest architectural changes in the IT landscape today. While moving from 3-tier architectures to cloud-native and micro-services architectures can cause major shifts in security postures and compliance requirements, we’ve observed even minor software patch updates and version changes are no less risky. How can you make infrastructure or software updates less risky while staying compliant to financial services regulations, all while having a foot on the accelerator?
Join Shashi to learn how the concept of cloud sandboxes and environments-as-a-service can help strike the right balance between speed and quality, all the while evolving your quality assurance practices to accommodate Cloud and DevOps. The session will share examples of Fortune 500 FiServ customer case studies.
Matt Davey – Managing Director – Goldman Sachs
Mihai Tudor – Director, Global Equity Derivatives QA Manager– UBS
Avtar Raikmo – Head of Development & QA, Real-time Data – Morningstar
Iosif Itkin – Co-Founder and Co-CEO – Exactpro
In the high-stake environment of trading and investment banking, there is little margin for error. Financial firms must ensure that their trading applications are ready for periods of peak activity. Our panel of experts will discuss how they are meeting these challenges, with Cloud-based data and test environments that are dramatically improving the range of performance testing.
Speaker: Jean Paul van Deursen – Senior Software Development QA Consultant– ABN AMRO
ABN AMRO is a leader among major banks in digital transformation - an example of how DevOps methodologies can be successfully applied to increase rates of automation and improve software quality. Jean Paul will explain how ABN AMRO has adopted Continuous Integration and Continuous Deployment as a part of its DevOps journey to speed up software delivery. He will shed light on decisions that have been made around the use of the Cloud and technologies such as Test Service Virtualisation.
Suresh Chandra – Head of Testing and Quality Assurance – NewDay Ltd
Chandan Narkar – Head of Testing and Quality Assurance – 10 X Banking
Denise Rigoni – Head, Competence Centre Testing – Bank Julius Baer
Paul Wilford – QA Architect, Platform Services Group Lead – Hiscox Insurance
Richa Kapoor – Practice Engagement Manager, Infosys Validation Solutions – Infosys
DevOps methodologies are widely viewed as the critical enabler of new technologies, such as test service virtualisation. But financial firms face particular cultural and business management challenges in implementing DevOps. One of those challenges is building the business case for investment in new technologies, at a time when CTOs and CEOs are looking for substantial savings from automation and the re-assessment of outsourcing requirements. Our panellists will share their experiences in tackling these conundrums.
Speaker: Fabian Basciani – Senior Software Developer, Automated Equity Trading – JP Morgan Asset Management
J.P. Morgan Asset Management’s trading platform transacts around $1 trillion annually. Fabian will explain how the firm addresses the challenge of creating high-performance, event-driven systems that make decisions in real-time using non-trivial algorithms. He will look at an application design that helps to separate different parts of decision-making logic into maintainable units, avoid data race conditions and allow for data replay for debugging or state recovery. Also: how to test such systems and how to cover some practical problems that arise when a large number of events pass through the system. We will also see how this pattern is applied in real trading application with some real code examples.
Quali is the leading provider of Cloud Sandboxes for automating the DevOps lifecycle. We give innovators control over their world by enabling them to create personalized replicas of even the most complex production environments with “on-demand” Sandboxes. Cloud Providers, Telcos and Enterprises of all sizes including the Global 100 depend on Quali to help them deliver their products and services faster to market with better quality.
As the focus of payments shifts towards delivering convenience to consumers, businesses seek technologies for seamless payment switching and authorization, with optimized transaction routing. Customer-facing payment technologies have witnessed rapid innovation, but the back end infrastructure still hinders better payment experiences. RenovITe saw the relevance of an integrated payment platform for financial institutions, retailers and processors struggling with old payment tokens, fixed transaction routing and proprietary systems, and successfully decoded the maze of infrastructure challenges they faced. RenovITe challenges legacy thinking in the payments industry, and delivers cutting-edge payment solutions based on continuous delivery or DevOps principles.
CAST is the world leader in software analysis and measurement, with unique technology that introduces fact-based transparency into application development and sourcing, transforming it into a management discipline. CAST provides the most advanced tools in the world to capture and quantify the reliability, security, complexity and size of business applications. More than 250 companies across all industry sectors globally, one-third of them listed on the Global 2000, rely on CAST to prevent business disruption while reducing their hard IT costs and software risk. CAST is an integral part of software delivery and maintenance at the world's leading IT service providers. Founded in 1990, CAST serves IT-intensive enterprises worldwide with offices in North America, Europe and India.
Founded in 2009, Exactpro specializes in open access quality assurance services and related software development with focus on test automation for securities data distribution, trading systems, risk management, market surveillance and post-trade infrastructures. In May 2015 - January 2018, Exactpro was part of the Technology Services division of the London Stock Exchange Group (LSEG). In January 2018, the founders of Exactpro completed a management buyout from LSEG.
Exactpro operates in the UK and US, with significant functions in Russia. It currently employs over 550 specialists. The Exactpro team has in-depth understanding of the technologies and business logic behind matching engines, smart order routing, algorithmic trading, order management, market data dissemination, straight-through processing, clearing and settlement for equities, fixed income, FX, listed and OTC derivatives. We have considerable experience working in ultra-low latency systems and FIX-based solutions. Our customers include investment banks, brokers, buy-side, technology vendors, and execution venues.
Our motto is Build Software to Test Software. To achieve effective test automation with wide coverage and focus on cost efficiency, maintainability and sustainability, Exactpro has developed a bespoke suite of test tools. It is one of the areas where we have seen success in the recent years.
Infosys is a global leader in technology services and consulting. We enable clients in 45 countries to create and execute strategies for their digital transformation. From engineering to application development, knowledge management and business process management, we help our clients find the right problems to solve, and to solve these effectively. Our team of over 2,00,000+ innovators, across the globe, is differentiated by the imagination, knowledge and experience, across industries and technologies, that we bring to every project we undertake.
Visit www.infosys.com to see how Infosys (NYSE: INFY) can help your enterprise thrive in the digital age.
FIS provides the technology solutions and services that empower the financial world. We help more than 20,000 clients in over 130 countries address their banking and payment challenges.
See us at the QA Forum to discover how our payment test solutions enable you to quickly and confidently confirm that your systems meet your requirements.
Launched in 2009, Hexawise is an enterprise SaaS firm focused on helping large companies use smarter approaches to test their software systems. Teams using Hexawise get to market faster with higher quality products. Hexawise is a full-service company providing an online test design tool, expert test design consultants, instructor-led training, and unmatched customer support. We are the world’s leading firm in our niche market and have a growing client base of highly-satisfied customers.
Parasoft helps organizations perfect today’s highly-connected applications by automating time-consuming testing tasks and providing management with intelligent analytics necessary to focus on what matters. Parasoft’s technologies reduce the time, effort, and cost of delivering secure, reliable, and compliant software, by integrating static and runtime analysis; unit, functional, and API testing; and service virtualization. With developer testing tools, manager reporting/analytics, and executive dashboarding, Parasoft supports software organizations with the innovative tools they need to successfully develop and deploy applications in the embedded, enterprise, and IoT markets, all while enabling today’s most strategic development initiatives — agile, continuous testing, DevOps, and security.
Perfecto is a cloud-based platform for web, mobile and IoT software testing, empowering enterprises with the tools needed to deliver better digital experiences. Perfecto’s users can automate continuous testing throughout the DevOps cycle, using a test lab comprised of real browsers, smart phones and devices under real end-user conditions. More than 2,500 customers, including the top global enterprises across the banking, retail, telecommunications, hospitality and media industries rely on Perfecto to help meet user expectations, boost brand reputations, and establish loyal customers. For more information about Perfecto, visit perfectomobile.com, join our community.
QASymphony accelerates digital transformation with software testing solutions that help enterprises prioritize quality, develop reliable software and increase speed to market. The qTest Platform streamlines software testing in agile and DevOps environments and centralizes testing efforts across the enterprise. By taking a strategic approach to quality, QASymphony enables enterprises to develop higher-quality software, faster, to better support new business models and customer experiences.
Zephyr provides the world’s most widely used test management software, powering more than 17,000 companies across 100 countries, and leading a global transformation to DevOps and Continuous Testing Agility. Driven by an agile company credo –to help organizations spend less time testing and more time building– Zephyr launched the first testing solution natively inside Jira nearly a decade ago. Today, product and IT teams of all sizes trust Zephyr end-to-end product solutions to keep pace with accelerating software delivery lifecycles.