Our live conference returns to the Harvard Club in New York. Join us to discuss the latest in software risk management and technologies for quality engineering and DevOps. Featuring speakers from leading banks, insurers and trading firms.
The QA Financial Forum New York
May 18th 2022 at the Harvard Club
The leading networking and information event on the subject of software quality assurance returns to New York for its 7th year.
Free to attend for delegates from financial firms, our audience will hear from experts and pioneers in new QA technologies from banks, insurance companies, exchanges and trading venues.
There will also be presentations on cutting-edge tools for accelerating DevOps and continuous testing from the world's most innovative software technology vendors.
As always, our QA Financial Forum is a discreet meeting place, where ideas are shared confidentially. We allow the maximum time for questions and discussion breaks.
The Forum will cover:
Michael joined Wells Fargo in July 2021 and is currently the Head of Testing Enablement for the Bank. Reporting to the Global Head of Chief Technology Office Enterprise Application Services, Michael’s organization partners across Technology to ensure its Testing Products and Services will support the engineering community to release quality software through agile delivery across Wells Fargo’s suite of applications, while reducing the Cost of Quality through Automation, Performance Engineering and Continuous Testing. Michael is a Seasoned IT leader in the Financial Services industry with over 35+ years’ experience successfully leading and transforming global Development and QA/QE 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. Michael is a career-long champion of diversity with a passion for driving an inclusive workforce and an advocate for human capital. He currently holds the lead role for Inclusion as part of the LQBTQ+ Segment of Wells Fargo’s Diversity, Equity & Inclusion Initiative, helping to promote inclusive environments in which all employees are heard and differences are celebrated and respected. Prior to joining Wells Fargo, Michael was employed by Refinitiv’s Division of London Stock Exchange Group, where he was the Head of Product Engineering Test Delivery. Reporting directly to the Head of Quality Engineering for Refinitiv, this role played an integral part in ensuring the Firm’s Quality Position and Production Stability.
Rich Chung is Wells Fargo’s Chief Development Officer. His team focuses on enhancing the ability to deliver for our customers by leveraging all of the Chief Technology Office strategies, capabilities, insights and approaches. As the primary voice of Agile for Technology, Rich is also accountable for Agile transformation of CTO-owned products and CTO Reporting and Analytics. The Agile Transformation team plays a critical role in helping Wells Fargo Technology fully embrace the Agile methodology, which dramatically improves the speed at which we deliver products to our customers. Rich has more than 25 years of experience, much of which is in Financial Services. He worked at JP Morgan Chase, where he was head of Transformation Practice Enablement and Analytics for Chase Consumer and Community Bank. In that role, he drove its transformation from a primarily waterfall organization to a completely Agile organization. Rich also worked in the JP Morgan’s Corporate and Investment Banking division, where he was responsible for the successful delivery of various technology supporting onboarding, client service, and customer/account reference data. Rich has also been a Director of Architecture that has worked with a number of different financial services companies through working for a consultancy – Sapient. Rich has a Math and Computer Science degree from Carnegie Mellon University with a specialization in distributed systems and software engineering.
Gerald Le Donne is an Executive Director and founding Distinguished Engineer at UBS responsible for Wealth Management Americas product delivery. He delivers products and services across advisory and field applications in WMA. Gerald Le Donne was the CTO of the Investment Bank at Credit Suisse. He held numerous positions at Credit Suisse ranging from Development, QA, Support and Market Data Business Head. His experience varied across Equity Low Latency Trading, Fixed Income Trading, One Bank Integration, Group Finance, Wealth Management, Market Data and large transformational programs. Gerald Le Donne was the chief architect for Deutsche Bank’s Strategic Development team. He was a key contributor to implementing a 5 point strategy to change the culture in the Corporate and Investment banking technology organization which encompassed over 15,000 employees. Gerald focused on creating and implementing an internet strategy for Bankers Trust Alex Brown. He managed a development organization that delivered the next generation internet banking products for the Investment Bank. Mr. LeDonne was one of the founders of a California based internet business venture funded by AT&T. He managed development of internet networking products targeted at large telecommunication companies. Previously he was a member of AT&T’s strategic development team defining AT&T’s online and internet strategy. Gerald was an engineer at Bell Laboratories where he developed numerous communication and networking products. Gerald also developed early Pen based computing products as part of a joint venture between Microsoft and AT&T.
Bio coming soon...
Bringing 20 years of experience in the technology industry, Alex leads the Delphix customer success team and works with all business units to deliver on a customer-centric strategy. Over the course of his career, Alex has been responsible for scaling professional services, technical support, sales/pre-sales, channel, and customer success organizations at rapidly growing technology companies. Prior to Delphix, Alex held executive and go-to-market leadership roles at Turbonomic, Pure Storage, Riverbed Technology, and Symantec during their years of hyper-growth. Alex holds a BA from Georgetown University and resides in the Boston area.
Brad Taylor is a seasoned Financial Services Technology leader who has significant experience building and transforming financial services firms across the globe. His work resume includes roles as - Senior Vice President and Chief Technology Officer at Toronto Dominion Bank (TD Bank) and as - Senior Vice President Infrastructure Services – Canadian Imperial Bank of Commerce (CIBC). Brad holds an MBA from the University of Toronto.
Bio coming soon...
Aruneesh is an experienced Technologist/Generalist with 20+ years of experience spanning Development, DevSecOps, PMO, CI/CD, Automation, Cloud Computing, Infrastructure, Virtualization, Security. He is CISSP, CKA/CKAD, AWS and PMP/RMP certified. He has expertise in coordinating diverse teams and resources to complete objectives and is organized and detail-oriented with proactive and hard-working nature.
Ali is Head of Product Design & Research for Wealth & Asset Management at BNY Mellon. He and his team are leading the UX experience design and research efforts for enterprise-wide Design System with Accessibility compliance along other project initiatives. Prior to joining BNY Mellon, Ali comes from JP Morgan CFS Head of Product Design and UX and his background is from consulting agencies. Ali, received his Master degree from NYU in Computer Engineering and his Bachelor degree in Computer Science from Brooklyn College. He has been in the industry for over fifteen years.
Justin Dolly is Chief Security Officer at Sauce Labs, where he oversees the development and implementation of the company’s long-term security strategy, ensuring its customers have the highest level of protection to support their digital goals. He is a Certified Chief Information Security Officer (CCISO) with more than 20 years of experience in building and implementing a culture of security within global organizations.
Karen's responsibility is to lead all testing functions at Unqork. She manages onshore and offshore teams to maintain QA coverage on 60+ Unqork applications according to internal standards and expectations. As one of the founding members of the QA department at Unqork, she has seen countless opportunities to improve the Codeless QA Process. Before Unqork, Karen garnered a useful mixture of experience in both content development and insurance agency management.
Jason Jerina has been a technology leader for over 20 years. He's led Software Development, Release Management, Business Analyst, Application Support and Quality Assurance organizations in a few industries. Jason grew up in technology as a hands on tester. Early in his career he progressed from a QA tester, to Quality Assurance Lead, to then a Quality Assurance Manager. After his career progression into management, he soon became a senior leader of development teams, production support, release management and business analyst teams. His passion has always been for Quality Assurance, Technology Leadership, and Production Support. Most of his 20+ years have been spent in Financial Services firms, ranging from Banking, Capital Markets, and now Insurance. His passion for Technology Leadership and Quality Assurance have enabled him to drive innovation with his teams in areas such as test automation, performance engineering, white box testing, and newer efficient approaches to Acceptance Testing. His approach is to encourage innovative ideas from his teams, encourage them to try them, and support them in their efforts to deliver.
Bio coming soon...
Bio coming soon...
Ramkumar Ayyadurai is the Quality Assurance and Test Engineering Director for Equities at Citi. At Citi, his team is responsible for providing Quality Assurance and Engineering services for over 100+ applications globally. Ram is currently leading a multiyear Global QA transformation strategy around migrating away from archaic QA practices to a “Best in class” Test Engineering focused organization. His team is leading the charge around Enterprise Test Automation Framework, Virtualization, DevOps, Containerization, Cloud adoption within Quality Assurance/Test Engineering space. Ram has over 18 years of IT experience and majority of his career in Investment banking across banks including JP Morgan chase (UK), Merrill Lynch (US), Credit Suisse (US). Prior to Citi, Ram led the Quality Assurance function at Credit Suisse – Investment Banking division. During his tenure at Credit Suisse, he has established Industry award winning QA Engineering practices across Equities, Fixed Income, FX, Risk and Trading technologies IT.
Ruoh-Yann Huang is the Network Services Architecture Executive for Technology Infrastructure & Production Services at Bank of America. Her team is responsible for designing, engineering and infrastructure standards creation for essential Network Services, Network Management, Telemetry and Data Analytics, and Lab-as-a-Service. Ruoh-Yann provides the technical vision and direction to the team in delivering business value through transformation and automation, as well as creating new capabilities to support IP communications and innovation while maximize protection to the Bank’s Systems and Data. Prior to joining Bank of America, Ruoh-Yann served as the Global Head of Security Engineering for TD Bank, where she was responsible for overseeing strategy and direction for Cyber Security and Identity Access Management engineering. She joined TD Bank from Goldman Sachs, where she held various Infrastructure leadership roles and was instrumental in innovation and created the firm’s first business partner connectivity portal and Internet client portal servicing business partners. While in Goldman Sachs, she was named Tech Fellow, one of the first two women Tech Fellow in the firm. Ruoh-Yann has over 30 years of experience working in the IT industry, and holds one US patent in Synthetic Cyber-Risk Model for Vulnerability Determination.
Denis Ignatovich has over a decade of experience in trading, risk management, quantitative modeling, and complex trading system design. Prior to joining AI, he was head of the central risk trading desk at Deutsche Bank London. He holds an MSc in Finance from the London School of Economics and degrees in CS and Finance from UT Austin.
CEO and Co-founder of Cloudwall Capital, an NYC-based fintech dedicated to connecting institutional investors to the emerging Blockchain Economy.
Bio coming soon...
Bio coming soon...
Colin Wynd is the Senior Vice President Of Engineering at The Clearing House (TCH). Prior to this role, Colin was Head of Real-Time Payments Technology at TCH. TCH is designated a SIFU (a systemically important financial utility whose failure could pose a threat to the stability of the United States financial system). Real-Time Payments (RTP) is a 47x7 system and is the first new payments rail in the USA over the past 40 years and eliminated the “float” that occurs with existing payments systems. Colin is responsible for all aspects of the development and technology as RTP is rolled out to over 9,000 FI’s in the US. Previously Colin was VP & Head of Common Services at the Federal Reserve Bank of new York and was responsible for changing how the Federal Reserve System manages and builds solutions including enterprise data management and mission critical applications. Colin was the senior technology executive responsible for engineering secure products and services for clients across the Federal Reserve System, Board Of Governors, US Treasury and Financial Institutions including FedAI (a ML/NLP service); FedEAGLE (a Data Analytics product), System Tooling Service (a DevSecOps platform for building and deploying applications) and System ReUse Service (a set of reusable libraries and microservices that make up ~50% of all production code for FRBNY). Colin started his career with Hewlett-Packard in the UK before joining Cendant, a Fortune 100 company in the Travel, Hospitality and Real-Estate industries as VP Enterprise Applications. Prior to joining the Federal Reserve, Colin co-founded, TRG, a boutique management consulting company that included Cigna and Covance as clients. Colin has a B.S. in Computing Science from the University of Glasgow.
Bio coming soon...
Matthew Crabbe, CEO and Founder – QA Media
It is a key challenge for all large US financial institutions. How can you make enterprise-wide decisions on the right software tools and at the same time promote the federated, entrepreneurial structure that meets the business requirements of many different operating divisions?
Together, Richard Chung and Michael Venditti will describe how Wells Fargo is addressing this challenge in the latest stage of its digital transformation. We'll hear how Agile methods have been embedded within the SDLC across lines of business and what that means for the walls between development and testing.
And we'll hear how Wells is moving forward with its enterprise best practice on Test Automation, Performance Engineering and Continuous Testing, including virtualization technologies.
Speaker: Gerald Le Donne, Executive Director and Distinguished Engineer, responsible for Wealth Management Product Americas, UBS
Gerald will share his insight on best practices to follow in the transformation from traditional waterfall methodologies to Agile best practices. He'll cover the implementation of a Software Engineers in Test (SET) framework for early defect detection; how to leverage scenario based design reviews; how to establish quality gates; create stubs and mocks to test at the component level and how to automate regression testing for continuous delivery. One key focus will be how Google and Microsoft methodologies can be utilized in that transformation. Another will be how all this fits together to deliver the optimum app experience demanded by UBS's wealth customers.
Speaker: Jeff Fillegar, Senior Director, Solution Engineering, Tricentis
The pandemic has accelerated digital transformation programs and many financial services firms have made swift decisions on cloud infrastructure for software modernization projects. Often, they have opted for multi-Cloud strategies that have allowed different operating divisions to move quickly, but sometimes at accelerated cloud consumption models without cost management to maximize the business value
The same challenge is faced by major corporations operating in other industries, including energy, healthcare, CPG, and the broader tech sector. Quality engineering must now operationalize or become a cost leader again. Drawing on his experience with working with clients in these different industries, Jeff will describe what lessons banks and asset managers can learn about the most effective way to design, build, manage and deliver quality engineering as a service.
For many financial firms, data management is the last frontier on the route to full automation, and the key to competitive advantage. Digitally-driven, data-enabled banks are poised to compete with Fintechs and neo-bank challengers through a new generation of application-driven services. And in the race to release applications faster, banks have embraced high-velocity, cloud-based development where code, compute, networks, and storage have all been automated.
However, even for cloud-savvy banks, data for development and testing is still heavy, complex, and filled with risk. The rise of new data compliance and regulatory requirements combined with board-level mandates for protection against ransomware and exfiltration has complicated this landscape even further.
Alex Hesterberg is joined by Brad Taylor, a former senior IT executive with TD Bank and CIBC to discuss how leading banks can confront these challenges with a new breed of data and cloud technologies to accelerate software releases, and ultimately achieve higher rates of innovation.
Speaker: Alex Martins, Sr. Director, Solutions Engineering at Perforce Software
Yes, automation means we can test faster and faster. But does the test pyramid include upgrades for mock test coverage and data management?
It is time to review the standard test pyramid to ensure we know which tests and resources really matter.
Join this session with Alex Martins as he explores what "shift left and shift right testing” in the cloud means for financial firms.
Alex will share detailed, real-life, case studies and his insight on:
Bring your questions and experiences - we'll be leaving time for live discussion.
Speaker: Aruneesh Salhotra, Global Head of Application Security, Nomura
Cyber-risk management has never been more critical, and regulators around the world are also increasing their scrutiny of how firms are managing vendor risk and their use of open-source tooling.
Aruneesh will share his best practice on the latest standards of security and intelligence management required of a major financial firm, and how his team have implemented a DevSecOps framework at Nomura, embedding a new security framework for prioritizing the most business-critical apps.
He will cover a number of key topics in detail. How you can test for data privacy as you transition software development to the Cloud. How you can maintain visibility in its defect remediation and meet compliance reporting standards. How you can define security in the context of containerization technologies, and Kubernetes in particular.
Finally, Aruneesh will describe what the insurance market and the cost of mitigating cyber-risk is telling us about the value of good software risk management.
Speaker: Abdelhadi Ali, Head of Product Design & Research, BNY Mellon Wealth & Asset Management
Ali will focus on Qualitative Research Testing process at BNY Melon Wealth Management. Drawing on 15 years of experience, he'll explain how to avoid common mistakes when reviewing legacy or new apps with thousands of users. In addition, how to focus on what needs to be changed rather than what doesn't. Ali will focus on the most effective user testing approach and will be leaving plenty of time for you to ask questions and share your own experience.
QA & Security are not just steps in a process, they are considered in every phase of the build. And determining your testing strategy is an important first step.
Every company must consider how to use technology to power their business value, without introducing risk into their system. There are a number of ways to manage testing in rapid application development:
Separating your dev team into versions/environments which are tested prior to promotion, allowing your testing tools access to every version/environment, and auditing your test coverage are some practices that will set your technology up for success.
Large financial firms face a common challenge as they shift left. How do they deliver software faster while embedding quality and compliance standards right across the SDLC?
Our panel will discuss the technical requirements of an enterprise platform for managing that challenge. How can quality problems - such as the gaps where code has not been adequately tested - be identified?
As firms move away from overly-simplistic standards for software testing, such as code coverage and fail rate benchmarks, what does a holistic approach to risk-based testing look like in practice?
Speaker: Jason Jerina, Vice President, Quality Engineering at Change Healthcare
Now in the healthcare industry, Jason's career in software quality management has also included test leadership tenures at the Options Clearing Corporation (OCC) and the New York Life insurance company.
Drawing on this rich experience, Jason will describe how effectiveness scores for risk-based testing are now possible with a management platform that can integrate new AI and machine-learning methodologies.
Jason will start by describing how the challenges of testing financial and healthcare apps compares, and then drill down into the methodologies he used for testing apps for cleared options trading at OCC and the particular challenges around stress-testing for algo trading apps. He'll then move on to review with you what he regards as the cutting-edge in quality engineering technology.
Our speakers will be focusing on the infrastructure requirements for automated testing at scale and how major firms are making key decisions on the specific tooling required for delivering apps for trading in complex, high-frequency markets.
They will discuss the challenges they have addressed in breaking down the barriers to continuous testing and successful automation at scale. We'll be discussing how firms can build an Environment-as-a-Service platform to standardize testing, and how they are accelerating the delivery of apps. How are these major firms assessing the RoI from investment in the cutting edge technologies of virtualization and containerization? And how are their decisions on tooling shared at the enterprise level?
Session chaired by Kyle Downey, CEO & Co-founder, Cloudwall Capital
The explosive growth of the Blockchain economy will continue. Maybe all assets will soon be digital. But will standards for inter-operability - beyond the API level between platforms - keep pace? And what standards for testing data, systems and contracts would benefit the market as a whole? This session will focus on the technical requirements for performance and integration testing at scale: structuring tests for smart contracts with 1000s of nodes, covering contract quality and security. And we'll be discussing perhaps the even greater challenge: will these standards be led by market players, or by regulators?
Our chair for this session is Kyle Downey, CEO & Co-founder of Cloudwall Capital, a digital asset risk management technology provider.
Digital operational resilience is now a regulatory priority for financial firms. But who takes executive and compliance responsibility for the assurance of software? How can financial firms adjust software risk management for the constantly increasing complexity of markets and the era of open banking and for the transition to the Cloud?
Our panel will update you on the impact of President Biden's May 2021 Executive Order on Improving the Nation's Cybersecurity. And we'll hear from our panellists how firms are introducing new standards of transparency and new controls in response to that scrutiny, and how quality engineers are meeting the challenge of a growing burden of risk reporting.
In particular, our panellists will discuss the challenges of assessing and managing the risks associated with: development and testing in the Cloud, open source licence management and third-party vendor management.