This unique live online event will bring expert presentations from leading banks and other financial firms directly to your screen - wherever you have to be.
We will be channeling the very best content that we know our delegates have come to expect at our market-leading QA Financial Forum programme, which has been running successfully for more than four years in London, New York, Chicago, Singapore, Paris, and Milan.
The QA Financial Digital Forum will offer live presentations from expert speakers from banks, insurance companies and exchanges as well as the opportunity to view technical presentations from selected vendors of lead-edge software development technologies. You can even request a personal meeting or product demonstration. The event will be fully interactive, with plenty of opportunities for discussion, questions and networking.
We are working with a well-established online events platform to produce this event. Our aim is to replicate the live event experience as closely as possible, with a focus on razor-sharp information on the latest technologies in software quality assurance.
Employees of financial firms only can register for free*
* To qualify for a complimentary ticket, you must be a senior QA / DevOps / Testing manager at a financial firm.
Employees of software services vendors, consultancies and systems integrators will be required to pay*
*We are currently running a 20% discount until the end of April for all software service vendors, consultancies and system integrators
For more information on registration please email email@example.com
Jordan has nearly 30 years’ experience as a Test and QA professional, across a number of different organisations in both the public and private sectors. More than 20 years of that time have been in leadership roles, with the last 5 spent at the Bank of England. During that time he has built the Test Practice out across all of the Bank’s business areas and expanded its remit to cover Test Enablement and Release Management. In 2017, the focus on this work moved to evolving testing towards QA and driving best practice into the area to meet the specific challenges presented by regulatory change and the ever increasing need for more, better and newer data and data analysis.
Maya Ber Lerner joined Quali in 2007 and serves as Vice-President of Product Management. Prior to this role, Maya served in a variety of key management roles including systems engineering and sales. In her sales management roles, Maya was VP of International Sales, Director of Channel Development as well as Director of Asia-Pacific Sales. Prior to Quali, Maya held technical roles at Amdocs. She holds a Bachelor’s degree with honors in Biomedical engineering from Tel Aviv University.
Aviram Shotten joined Qualitest in 2005 and steered the company through its evolution and growth, working both in Israel and UK. As Chief K&I Officer since 2017 Aviram leads Qualitest's Solution Architecture and some of the most exciting R&D projects, Innovation and Solution delivery around AI, Cyber, BI, Automation and NFT.
Gerold (Gerry) Rajesh is a Senior Vice President and Global Head of Quality and Release Management at Brown Brothers Harriman. Based in New York, Gerry leads a global team responsible for developing and implementing new tools, processes and workflows through a centralized Quality Assurance (QA) center of excellence for the entire firm. Gerry is a career QA professional with over 16 years of experience in various roles, contributing both on leadership and strategic levels. Prior joining BBH, Gerry was the Head of QA (Investment Banking) at Barclays Bank and worked in their Singapore, Tokyo and India offices before relocating to New York. Gerry has a Bachelors degree in Statistics and a Masters degree in Computer Science from Madras University, India.
20 year tech veteran. Ex-Google partnership solutions. Serial CTO/VP Eng of early startups across Adtech, Healthtech and Fintech, helping teams through hypergrowth. Passionate about Engineering Excellence and building exceptional teams.
Bala Mukund is a Director of Technology for Charles Schwab with over 15 years of experience in managing, designing, and building enterprise level applications ranging from finance, sales, marketing, and banking systems. In the current role, Bala is the Technology Director and Solutions Architect for the Intelligent Portfolios platform – which provides automated investment advice. Bala worked closely with the IP technology teams to establish best development and quality automation practices leading to improved quality and delivery. Prior to joining Charles Schwab in 2015, Bala was a Technology Director at Morningstar and VP at Nationwide, in Chicago.
Mike Schober is a Managing Director in Technology at Charles Schwab leading the software development and delivery of Schwab Intelligent Portfolios an innovative automated investing platform. Prior to Schwab he worked at large companies and startups with a personal driving force to deliver new and emerging technology solutions, including one of the first internet payment systems, an early one-click shopping experience, a first of its kind internet payment chip enabled credit card, and more. Mike has a passion for leading edge industry changing technology innovations and takes pride in delivering solutions that improve individual’s experiences and lives.
Bryan Osterkamp is a Principal Technical Architect at USAA. He owns the testing domain, with responsibility over testing infrastructure and automation tooling across all lines of business and technology stacks. He provides technical oversight and guidance including providing best in class tools to the developers and testers at USAA. Bryan has always had a passion for testing, even as a developer and application architect, providing architecture and technical leadership in multiple application areas at USAA for seventeen years. He is a certified SAFe Agilist as well as an Open Group Master Architect. Outside of USAA, Bryan enjoys guest lecturing and sharing at conferences to advance the discipline of architecture and testing.
Sri Atluri is a proven C level executive who has diverse experience managing high-performing global financial technology organizations for about 24 years. Sri is a highly creative and collaborative leader and is well known in Wall street. He envision possibilities, ignite performance from diverse teams and produce exceptional results across the organization. His track record includes delivering strategic and practical solutions to complex organizational, technological, process and business challenges. He is known for achieving organizational transformations through encouraging team participation, questioning the status quo and leveraging a balance of consensus building, empowerment and accountability. He was a founder president of a non profit organization called Nyaaya Jyothi that helped thousands of poor and needy in India. Sri is a philanthropist who helped many underprivileged across the world. He acquired LLM (Banking, Finance and Corporate Law) from Fordham Law school in New York. He is known for his exemplary leadership qualities and teamwork. He is a charter member of TIE New York. Many of his teams consider him as a role model since he made a remarkable career strides.
Avik Ganguly, currently serving as the Director of Quality Engineering at LSEG’s Information Services Division which includes The Yield Book and FTSE Russell. The Yield Book is a market leader in the fixed income analytics and FTSE Russell is a global leader in indexes. Avik’s team is responsible for the Quality Engineering infrastructure of the Yield Book technology products. Prior to joining LSEG; Avik was an Engineering Director at WeWork where he co-founded their Quality Engineering team from ground up. Avik has a proven track record of building world class engineering teams in hyper growth mode and attracting and retaining top talent. Avik’s passion for quality stems from his graduate research work in the field of operations research and stochastic systems leading him to a career in driving operational excellence in the industry. Prior to WeWork, Avik lived and worked in San Francisco for nearly a decade. Avik enjoys traveling and has traveled to 15 countries over last 5 years.
Robin Allport is Application Architect for the Marketing IT team at Compare The Market. With over 20 years in the industry, Robin has become a specialist in performance and optimisation of high traffic, consumer websites.
Wendy is DevSecOps Director within the Enterprise Architecture office at Experian, where she guides deelopment teams to integrte security principles into the software development cycle. Providing oversight and support through tooling to ensure quality code which addresses business and security goals, she works cosely with the company's development teams to ensure minimally-frictional integration of secure design and secure coding principles into the source code. Wendy has a background in infrastructure and security architecture design. She completed her scientific doctoral studies at the University of Oxford and has made contributions to the scientific community through peer-reviewed publications. She is keen to share her experience and expertise across the wider cyber community, addressing key challenges within the security industry through her blogs.
Jasper Geurts is Principal Consultant and Director of US Consulting Services at Software Improvement Group, where he leads the company’s consultancy practice in North America. In his role, Jasper focuses on expanding SIG services in the region primarily with IT due diligence and modernization solutions as well as the Sigrid software assurance platform. Jasper has been active in the IT industry for more than 13 years. He began his career as an entrepreneur, founding a software development company, then shifted his focus over time from software development to software governance. Jasper continues to build on his extensive industry experience, having now advised more than 25 enterprise clients in more than 150 software projects.
Luc Brandts is Chief Executive Officer at Software Improvement Group. He joined the company in 2018 as Chief Technology Officer to help drive international growth and technological leadership. Luc has worked in the information technology industry since 1994 when he founded his company, BWise. He served as the company’s Chief Technology Officer, and together with Robert Pijselman, grew it to become a recognized global market leader in the risk management and compliance space. Following the acquisition of BWise by Nasdaq, Luc assumed the role of Chief Strategy Officer for the company’s risk management practice. Throughout his career, he has also held various board member and investor roles. Luc holds a Ph.D. in mechanical engineering from the University of Eindhoven.
Milan is the Head of Quality Engineering at N26, the mobile bank. In his role, he is working with engineering teams on building the highest quality software by following good practices in testing and quality engineering. In the last decade he has gained practical experience in software testing in particular, agile testing, automation in testing and tooling, which he is sharing with engineering teams to improve the quality and process of building software. He enjoys speaking publicly at the conferences and meetups where he shares his knowledge and experience.
Matthias Rasking is the Managing Director for Sixsentix Germany. He is also the Technical Chair for the TMMi foundation, a not-for-profit organization aimed at promoting an open standard for Test Maturity assessments, and supports the ISO/IEC Working Group 26 on formulating and enhancing ISO 29119 and 21246 standards for software testing and work product reviews. He has over 20 years experience working in several large scale Information Technology and Process Improvement projects globally. He maintains a broad knowledge in Project Management, Software Engineering, Development methodologies as well as process improvement, focusing on the human factor in each project. He is highly skilled in Systems and Application Testing, Test Organization, Process Improvement and Measurement and is an accredited TMMI Lead Assessor.
Demetrio is passionate about blockchain, innovation, change, startups, technologies, paradigms, paradoxes, languages, cultures and diversity. He built his experience starting from the information technology industry, converting to finance/insurance in one of the most dynamic and complex Italian banking and insurance groups. He is the classic "early adopter“ so it's likely that he's got already that “new weird thing“ that you saw the other day on a Chinese website. Serial innovator, he's luckily left with that “sense of precariousness" typical of those who have worked with immature technologies for a long time, so he tends to test everything by himself before promoting a solution or a technology. His hobby is to develop IOT projects with Raspberry and Arduino, unleashing the good old C (even though he recently took a crush for Python) Head of Blockchain Program at Banca Mediolanum, lecturer on "Digital & Social Enterprise", "Digital Transformation" and "Innovation management" in Venice Ca'Foscari university, of which he is also Business Unit Manager for the Educational Area DEL. He is a member of the Advisory Board of the MIP smartworking observatory and contributes to the implementation of the IDC European Digital Summit as Advisory Board Member. Lecturer for the Ninja Academy's on the Digital Marketing Professional Diploma. He is on the board of directors of the incubator VareseNEXT and on the board of directors of AssoFintech, the Italian Fintech Association. He is part of the jury of several Awards, among others the Efma-Accenture Innovation Awards. Keynote speaker and co-author of "CIOs and the Digital Transformation - A new leadership role“ Ed. Springer.
Matthew Luken is a fervent user experience and service designer, digital strategist, and critical thinker. He excels at digital strategy, product management, process engineering / service design, user-centered interface design, accessibility (A11Y) strategy and agile / lean UX. He currently works at U.S. Bank as Director of UX for platforms and A11Y, which represents his 275th brand. Luken has worked UX in every vertical specializing in loyalty, finance, transportation, eCommerce, education, and automotive. He ran his own award-winning web firm for six years where their apprenticeship program graduated more than sixty-five students and continues to mentor students in UX and digital design. Luken has taught web, UX, and design classes at a college level for over thirteen years, currently at Minneapolis College of Art and Design. He holds Masters of Aeronautical Science Operations and Technical Management and a BS in Comp Sci from Embry-Riddle Aeronautical University.
Dylan is the Chief Product Officer at Deque. He has almost 20 years of experience in technology development, technical sales, product management, product marketing, and corporate development. Dylan founded a startup in 1989 that was acquired. He then went public with OpenText and helped grow revenues to over $400 million. He later led the effort to create a digital center within a Borders store and to begin the transition from purely physical products to digital and physical product mix delivered in a cross channel online and in-store way. In addition to his work experience, Dylan has an MBA from the University of Michigan and a BS from the University of the Witwatersrand. Dylan believes in leading through action to create value for shareholders and the community.
Matthew Crabbe, CEO and Founder – QA Media
Speaker: Jordan Daniel, Domain Lead – Digital Assurance & Productivity - Bank of England
… In conversation with Justyn Trenner, Director QA Media and Head of QA Vector Research - QA Media
Good software quality is essential, but how do we know what is the right amount of effort to spend on quality? And how do we compare across application types, development methodologies and institutions? This session will discuss the challenge and an approach to solve this problem.
Maya Ber Lerner, CTO - Quali
Aviram Shotten, CIO - Qualitest
QA professionals are under pressure to produce more in less time. One might even say that velocity is the new technology currency. While continuous testing and test automation are perceived as the key for velocity, test optimization, environment availability, and test data are often an afterthought. Are we tripping over dollars to pick up pennies? In this session, Quali's CTO, Maya Ber Lerner, and Qualitest's CIO, Aviram Shotten, will review the impact of these elements on velocity, and discuss bridging the gap between software quality and the infrastructure required for assuring it.
Speaker: Gerold Rajesh, SVP, Global Head of Quality Management - Brown Brothers Harriman
How do you implement Continuous Testing at scale in Financial Services? This session will explain how financial companies can set out to reduce costs and accelerate delivery by implementing continuous testing. The presentation will cover the challenges financial firms face, and the strategies they can adopt to achieve greater success
Speaker: Dewet Diener, VP Engineering - Curve
Bala Mukund, Director of Technology - Charles Schwab
Mike Schober, Managing Director, Technology - Charles Schwab
Charles Schwab continues to lead change in the North American retail financial services marketplace and in 2019 acquired TD Ameritrade. Mike Schober and Bala Mukund led the transformation of the quality assurance process for Charles Schwab's Intelligent Portfolios robo-advisory platform product team by adopting a “shift left” continuous testing approach and validating quality through automation with a developer first approach. Quantified cost savings were in the tens of millions. In this presentation they will detail how their teams implemented automated continuous testing and demonstrate how delegates can reshape their DevOps culture to better meet customer needs and expectations.
Speaker: Bryan Osterkamp, Technical Architect Principal Testing Infrastructure - USAA
USAA is recognised as one of the most advanced insurance companies in the world in terms of its digital transformation. Bryan will highlight two key challenges his team has been facing over the past 12 months in moving further along the curve of DevOps and test automation. First, as USAA has continued to migrate from legacy platforms to new technologies, development teams have had to learn new skills and manage new software risks. Second, like all financial firms, USAA has been learning how to embed regulatory compliance into the automated SDLC. One key example is the requirement for accessibility testing, an area where USAA is employing new tools to meet both compliance requirements and expectations of its customers. Tying these challenges together, Bryan will explain how USAA is benchmarking continuous improvement in software quality.
Speaker: Sri Atluri, Global Head of Enterprise Quality Engineering - BNY Mellon
Our keynote speaker is a recognized leader of transformational change at leading financial firms. Prior to joining Bank of New York Mellon, Sri Atluri headed quality engineering (QE) at the NYSE, had previously worked as a Chief Quality Officer for JP Morgan Chase and as Global Head of Quality at Bank Of America, Verizon, Morgan Stanley, and BNP Paribas. As a visionary leader and an authority in this space, Sri will present his futuristic views on Full stack Quality Engineers and how these newly emerging roles would play a vital role in driving digital transformation at enterprise level and set new trends in the industry.
Robin Allport, Application Architect - comparethemarket.com
Avik Ganguly, Director of Engineering, DevOps Tools & Quality - London Stock Exchange Group
Wendy NG, DevSecOps Security Managing Advisor - Experian
Matthew Crabbe, CEO and Founder – QA Media
Keynotes TBC from Morgan Stanley
Luc Brandts, CEO - Software Improvement Group (SIG)
Jasper Geurts, Principal Consultant and Director, US Consulting Services - Software Improvement Group (SIG)
The way your software is built will determine how good it is, how fast it is, how well it can scale, and how easily it can be extended and maintained. Organizations spend massive amounts of time and money on monitoring software quality, but often fail to see success. Software Improvement Group (SIG) has developed a methodology deeply rooted in fundamental risk management practices that aligns business and IT to ensure strategic objectives are met. In this session, SIG CEO Luc Brandts and Principal Consultant Jasper Geurts will explain three actionable steps that you can take to apply this methodology within your own teams - starting the very next day. To illustrate its broad application, examples will be shared of how this methodology is put into practice for legacy modernization, cloud transformation and management of technical debt.
Speaker: Milan Kuveljic, Head of Quality Engineering - N26
The compliance world is quite big and complex and it has many aspects to discover and disrupt. Regulated financial institutions need to ensure that they are placing policies and procedures to effectively respond to, and mitigate, their exposure to risk. This requires an organization to have the commitment, resources and time to develop continuous compliance culture throughout their whole organization. Lack of regulatory compliance also results in reputation damage, security treats, loss of money from attacks and different penalties from the authorities. In the world of software development, regulatory compliance refers to the IT standards that the system or process must meet according to regulations set up for the particular industry, in this case financial, in which the system operates.
In this talk, Milan will present how modern Software Development practices such as CI/CD, automated testing and documentation can craft regulatory compliance as a part of the agile process.
Speaker: Matthias Rasking, Managing Director - Sixsentix Deutschland GmbH
AI-based and machine-learning algorithms are gaining more and more attention on our systems, from robo advisors to fraud detection and customer service chatbots. But companies are struggling to test a learning system before go-live, and even more so once it’s in production and the original project’s focus is gone. Matthias, Managing Director at Sixsentix Germany, will focus his talk on testing AI-based systems and will discuss the challenges and how-tos. This will include consideration of a case study of a Sixsentix client, which will outline how this financial firm has found solutions to solve the challenges specific to testing AI-based systems.
Speaker: Demetrio Migliorati, Director of Innovation, Head of Blockchain - Banca Mediolanum
An overview of the most interesting initiatives underway in the banking sector and in the adjacent insurance sector, the work with Fintech and the ecosystem that is developing. Demetrio will focus his intervention on the Spunta Project, the DLT project that involved major Italian banks, he will focus on the transformation in which Banca Mediolanum has seen itself as the protagonist.
Speaker: Matthew Luken, UX Design Director, Vice President - US Bank
Matthew Luken will discuss the current state of accessibility at US Bank, highlighting key successes and challenges he and his team face in their DevOps practices. The talk will also cover revenue and cost containment linked to accessibility. How do you think about quality by design in other dimensions of quality and how do you connect business thinking to development thinking?
Speaker: Dylan Barrell, Chief Product Officer - Deque
Making websites accessible for people with disabilities is often thought of as a tedious manual process or something that is done after production with usability testing. While usability testing and some manual testing are important parts of accessibility, 50% of accessibility bugs should and can be tested in development and QA with automation. Getting ahead of accessibility by using automated tools is not only more cost-effective than addressing it after production, but it also prevents costly lawsuits that will disrupt sprint cycles in the SDLC. In this session, Deque will discuss: the ROI of Shifting Accessibility Left in the SDLC.