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QA Financial Forum: Milano 2019

23 January, 2019
News and research on financial software quality assurance and risk management

The QA Financial Forum: London 2019

27 February, 2019 8am-5pm Hilton Canary Wharf
Marsh Wall
London
E14 9SH

Expert speakers from leading financial firms will be sharing the lessons of their IT transformation projects. If you need to build the business case of investment in automated testing and quality assurance, you must be there. Located for your convenience in the heart of Canary Wharf.

About the event

Quality for the Entire Software Development Life-cycle

- Technologies for Automation & AI

- DevOps & CI/CD

- Value Stream Management

- Test Data Management

- Regulatory Compliance

- App Security & DevSecOps

 

The QA Financial Forum London has become established as the leading conference for software quality assurance and IT risk management professionals.

Our agenda's features speakers from leading banks, insurance companies and asset managers as well as exchanges and payments platforms. Click here to view last years agenda and speaker line-up.

Click below to see the highlights from the 2018 QA Financial Forum

 

 

Contact Details

To find out more about sponsorship opportunities please contact Lawrence  Bell —  [email protected]

To find out more about speaking opportunities please contact Alex Dickins — [email protected]

To find out more about attending as a delegate please contact Kirstine Kennedy — [email protected]

 

Speakers

Jordan Daniel Bank of England

Head of Testing and Enterprise Release Management

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.

Dono Greeff ClearBank

Head of QA

Dono has 10 years of experience within the Quality Assurance space, working in several different industries from e-commerce to point-of-sale solutions and most recently FinTech & Banking. He has a strong passion for automation along with leveraging tooling that can reduce the human interaction for deployments, thus reducing the risk of human error in these critical functions. Along with this automation it allows QA professionals to successfully shift their testing left in the development life cycle. This has seen tremendous benefits in the speed of delivery along with a decrease in issues found in our latter stages of testing.

Allan Woodcock Lloyds Banking Group

Quality Engineering Lead

Bio coming soon.

Delia Brown MS Amlin

Head of QA and Testing

Bio coming soon.

Jim Cameron Metro Bank

Head of Testing

Jim is currently Head of Testing at Metro Bank. He has over 30 years of IT experience in a wide variety of roles. For the past 20 years however, he has focused almost exclusively on testing, with the occasional foray into project management by way of light relief. He has worked in a number of industries, including telecoms, energy, and financial services.

Amir Rozenberg Sauce Labs

Director of Product Management in Product

Amir Rozenberg is a thought leader in the space of agile quality methodologies. Currently as director of product direct at Sauce Labs, he leads the quality in DevOps product vision. Previously at Perfecto, he drove the core product strategy and other initiatives in the areas of real user condition testing, accessibility, security, audio and conversational interfaces, AI/ML, IoT and medical devices etc. In addition, Amir led successful synergies with Microsoft, SmartBear, Blazemeter, Neotys etc., to optimize value delivery to the market. Prior to Perfecto, Amir led the mobile production monitoring solution at Compuware.

Matt Davey Goldman Sachs

Managing Director

Bio coming soon

Slim Zargouni HSBC

IT Head of Brexit

Bio coming soon.

Chekib Ayed Societe Generale

Global Head of Testing Practices

Chekib has over 19 years’ experience in the management of QA teams. He joined Société Générale Corporate & Investment Banking for 14 years where he held different management roles related to a mixed sourcing and worldwide team’s context.

Taking benefits of a dynamic and constantly changing environment with regular challenges of time to market, costs pressure and production quality, Chekib has been as well acting on structuring programs for IT transformation related to continuous delivery and [email protected]

Chekib is currently heading testing practices for SG CIB with the ambition to scale up both the global testing maturity and the staff autonomy.

Sudeep Chatterjee Bank of America Merrill Lynch

Head of QA – FICC FX Horizontal

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
programmes.
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
transformation initiatives.
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.

Alexey Zverev Exactpro

CEO and Co-Founder

Alexey started his professional career as a QA engineer in the Moscow division of a New York-based company specializing in providing enterprise network management solutions. When the company was acquired by Quest Software in 2003, Alexey was working as a senior software architect on several off-the-shelf products. In 2004, Alexey joined a company specializing on providing QA services for the financial industry. His first assignment with the company as a senior developer was to implement a test harness for testing the back-end of a major US broker's trading system. As a technical project lead and senior R&D manager, Alexey then oversaw a number of successful software releases for a few development, test automation and consulting projects for a number of the company's clients. As VP of Technology, Alexey also lead the company's work on developing several products including a back-end systems tester and an interactive exchange simulator.

Alexey Zverev currently serves as co-CEO of Exactpro which he co-founded in 2009. The firm is focused on functional and non-functional testing of exchanges, clearing houses, depositories and other market infrastructures, thus providing software testing services for mission-critical technology that underpins global financial markets. In 2017, Exactpro was named Non-Functional Testing Provider of the Year in the prestigious QA Financial European Software & App Awards. The award is given to companies that set new standards of quality assurance, demonstrating innovation and excellence in response to the key challenges facing financial firms.

Alexey graduated summa cum laude from the Moscow Engineering Physics Institute (MEPhI) and holds a Master of Sciences degree in Theoretical Physics.

Jessica Huckson Lloyds Banking Group

Process Manager

Bio coming soon.

Ingmar Vis ABN AMRO

IT Consultant, Product Owner and Solution Designer

Ingmar has been working in IT for nearly a decade, working in
Application Development, Functional Maintenance and Continuous
Integration/ Continuous Delivery Implementation.

Ingmar has been a part of both Dev and Ops and has witnessed first hand
why trust and quality in the Software Delivery Life Cycle are vital
for high performing teams that mature into DevOps.

Ingmar is part of a team that works on standardizing software
development across the bank, by providing infrastructure, tooling,
standards & guidelines and hands-on coaching to help teams with
implementing CI/CD pipelines and improving their effectiveness. His
team consists of a multi-partner, multi-cultural blend of experts who
are on a constant quest to improve current ways of working.

Besides being an IT Consultant, Ingmar is also the Product Owner for
the SDLC Metrics team. This team delivers insights in the trends of
the Software Delivery Life Cycle on a team level but also a management
level.

Sergey Zabelin J.P. Morgan Chase

Executive Director, Head of Strategic Trading technology

Sergey's role is Executive Director, Head of Strategic Trading Technology for Asset Management GFICC and Liquidity at J.P. Morgan, and he is leading the Fixed Income Electronic Trading Technology team, Cortex.

The Cortex application, an in-house built electronic trading platform (OEMS), has won numerous industry and J.P. Morgan internal innovation awards. Sergey graduated from the University of California, Berkeley with a Bachelor of Science degree in Electrical Engineering and Computer Science.

Ivo Meier Credit Suisse

Director, Head of Testing

Ivo Meier has a proven track record as a QA and Process Subject Matter
Expert along with a wide set of Management and Leadership skills, acquired
over more than 20 years in IT, leading cross-disciplined expert
teams, virtual communities and large globally federated IT teams (100+
members).

He has in-depth knowledge of the SDLC and
is recognized as the authority in Testing across Credit Suisse
globally. He has repeatedly demonstrated his sense of innovation with
a special focus on QA, for example, improving the SDLC at Credit Suisse, adopting Agility in Testing and
establishing the Workflow Competence Center.

As part of his current role as a Director for the Swiss Universal Bank
within Credit Suisse, he has defined the approach on Crowd Testing
adoption for Credit Suisse’s Online Banking, which has been
implemented successfully.

Andy Boura Marcus by Goldman Sachs

Head of Tech Risk

George Andrikopoulos Barclays

Global CCO, Senior Vice President, Information Risk Horizontal

An accomplished, results-driven and certified business executive, delivering high quality services in the area of Information Technology for over 26 years. As a versatile business leader and subject matter expert, George has been leading challenging assignments at an executive level in the domains of Information Security, Application Security, Risk Management, Big Data Security Analytics, Business Continuity Management and Information Technology Architecture. He has also successfully executed multiple projects and programs in diverse business environments, many with board-level visibility. George held Information Security, Infrastructure Design and Software Developer roles in multiple sectors including Banking, Telecommunications and IT Consulting. His experience centres on the delivery of pragmatic and sustainable outcomes for business leadership and customers at strategic, technical, and operational levels.

Mohsin Choudhury Bank of Ireland

UK Head of Information Security (1st Line)

Mohsin has over 20 years of experience in Information Security from diverse sectors including Investment Banking, Defence & National Security, Central Government, Big 4 Audit Firms, Nuclear and Global Health Organisations. He is responsible for all areas of Information Security from defining security requirements for new digital programmes, advising businesses of their Cyber Risks, Cyber Incident Management, Technical Cyber Risk Assessment and Financial Regulatory needs.

During his career, Mohsin has worked on the Security of Satellite Communication Systems, producing key management and encryption systems, helping and advising Global Investment Bank’s with their Information Security maturity and managing large scale security of transformational programmes . He is highly technical and understands business needs.

Mohsin holds CISM and CISSP Certifications and has two Master Degrees, MSc in Defence Communications and MSc in Nuclear Science.

Hassan Bugti Saxo Bank

Global QA Architect, Client Experience

Hassan has been involved in the testing and quality assurance industry since 2008, where he has spent a number of years in the investment banking domain. He has spearheaded the establishment of context-driven software testing practices and quality assuring activities at Danske Markets, Saxo Bank as well as Tradeshift (a born-in-the-cloud PaaS company). Currently, Hassan is the Global QA Architect @ Saxo Bank where one of his primary objectives is to facilitate and expedite the paradigm-change that is ‘Quality is a shared responsibility’ across both IT and business. 

Agenda

8:00am

Arrival, refreshments, and networking

8:45am

Welcome Address

Matthew Crabbe, CEO and Founder – QA Media

8:55am

The Bank of England’s journey to Agile – Balancing innovation and agile delivery with quality

Speaker: Jordan Daniel, Head of Testing and Enterprise Release Management, Bank of England

The Bank of England is taking a big step towards Agile delivery of software and is investigating its technology options. But while Agile delivery is taking increasing hold on how firms deliver new systems and systems changes, Agile methods appear to be antithetical with the level of quality that the Bank of England’s business areas are used to, and still demand. Jordan Daniel will explain  the steps the Bank is taking to reconcile possibly contradictory positions.

9:25am

Key technologies in test automation for continuous delivery and continuous integration

Most financial firms have targets for increasing rates of test automation. But many are only at the start of that transformation, and even among the leaders there is no agreed best practice or the toolset. Our panel will discuss the relationship between automation, DevOps and Agile and the business case for technologies such as test service virtualisation and the potential that lies in AI, machine learning and robotic process automation.

Panel Discussion:

Jim Cameron, Head of Testing - Metro Bank 

Delia Brown, Head of QA and Testing - MS Amlin 

Allan Woodcock, Quality Engineering Lead - Lloyds Banking Group 

Dono Greeff, Head of QA - ClearBank 

9:55am

Headless, VMs and Real Devices- how and when to use them and accelerate your DevOps pipeline

Speaker: Amir Rozenberg, Director of Product Management in Product at Sauce Labs

In this day and age, each organisation strives for accelerating innovation, reduction of the time to market and providing the highest quality products. Modern application development practices require new approaches to expand test coverage and conduct testing earlier, ideally with low to no investment from developers. The market offers a vast variety of testing tools options however, utilising them all and achieving the perfect match of each stage of testing can be tricky. This talk will describe the latest test solutions, strengths and weaknesses and how they can optimally be applied to optimise the pipeline at a minimal effort.

10:25am

Coffee & Networking

10:55am

Value stream management at Goldman Sachs – Quality assurance through engineering

Speaker: Matt Davey, Managing Director - Goldman Sachs

Matt Davey will explain why it is imperative that firms optimise their delivery pipelines with quality assurance best practice that ensures effective value stream management. He will explain the methodology for value stream management at Goldman Sachs, and how quality can be ensured through Agile, automation, tooling and enhanced metrics in order to fully understand how different features deliver value to the customer and the firm.

11:25am

The FTRB and embedding regulatory compliance in the SDLC

This panel will have a special focus on Basel’s Fundamental Review of the Trading Book, which comes into force in 2022 and is prompting investment banks to re-think both risk reporting, and the testing and risk reporting systems. Additionally, as firms increasingly automate software development, how do they identify the critical trading and risk apps that will be scrutinised by regulators? What lessons have they learned from compliance with MiFID II, GDPR and IFRS9, and how are regulators re-shaping their view of IT risk? Our panel will also consider the likely impact of Brexit on current operations, and how they are testing for different Brexit scenarios. 

Panel Discussion:

Jordan Daniel, Head of Testing and Enterprise Release Management - Bank of England

Chekib Ayed, Global Head of Testing Practices - Societe Generale 

Sudeep Chatterjee, Head of QA - FICC FX Horizontal, Bank of America Merrill Lynch 

Slim Zargouni, IT Head of Brexit - HSBC

11:55am

End-to-End Regression Library for a Cloud-Based Post Trade and Risk Management System

Speaker: Alexey Zverev, CEO and Co-Founder - Exactpro

Alexey Zverev will describe the main differentiating features of a new cloud-based post trade and risk management system developed by Exactpro's client. He will explain the approach taken by Exactpro in building a Test Harness and an Automated E2E Regression library to test the complex system and the value this work brings to the client's development team helping them deliver it.

12:25pm

Lloyds Bank’s move to integrate DevOps and Agile – Quality assurance at scale

Speakers: Allan Woodcock, Quality Engineering Lead and Jessica Huckson, Process Manager - Lloyds Banking Group 

Among BFIS firms, Lloyds has managed one the world’s largest and most advanced digital transition programmes.  But while DevOps and Agile are widely recognised as keys to better quality assurance and testing, one size does not fit all. During this session Allan Woodcock will explain how other firms can scale Agile methodologies to different programmes, and how Agile can enhance technical test frameworks to ensure quality execution. Additionally, by examining Lloyd’s approach to DevOps, delegates will gain a better understanding of what effective and robust working practices.

12:55pm

Lunch & Networking

13:55pm

The right foundations for a Quality Process Architecture

Speaker: Justyn Trenner, Director - QA Media 

Financial institutions face the challenge of embedding quality in the SDLC even as they transition from waterfall to agile. This presentation, based on QA Vector original research among industry practitioners, will explore how to lay the right foundations in terms of people, processes, infrastructure and data, to facilitate measurable success.

14:05pm

How ABN AMRO measures the quality of the software development lifecycle

Speaker: Ingmar Vis, Solution Designer: Continuous Integration and Continuous Deployment - ABN AMRO 

ABN AMRO is shifting from an Agile and CI/CD model towards a DevOps model, in order to enable its scrum teams to move faster and with a high level of autonomy. Ingmar Vis will explain how the bank has re-organised and re-tooled its scrum teams, and how it tackled the challenges of the new strategy. The end result at ABN AMRO is a holistic overview of the SDLC that Ingmar can share, along with the lessons learned by the bank on its journey.

14:35pm

Presentation Reserved for Gold Sponsor

15:05pm

New frontiers in trading – Testing Cortex; JP Morgan’s in-house trading platform

Speaker: Sergey Zabelin, Executive Director, Head of Strategic Trading Technology - J.P. Morgan Chase

Sergey Zabelin's software engineering team in JP Morgan's Asset Management division is known for being at the forefront of software development and quality assurance, including the application of AI technology. Sergey will outline the challenges that his team have faced in building and testing Cortex, JP Morgan's electronic trading platform. He will outline the unique QA issues that arise in such a highly-complex, high-stakes, market environment and the types of testing required for such a platform.

15:35pm

Coffee & Networking

16:05pm

Crowd testing for mobile banking at Credit Suisse – Best practices

Speaker: Ivo Meier, Director, Head of Testing - Credit Suisse

Crowd testing might seem like an old-fashioned alternative to the cloud. But Credit Suisse has found it highly effective for testing its core applications in mobile banking, having adopted the methodology in 2016. Ivo Meier will cover the general principles of crowd-sourcing principles, and discuss the benefits for functional and for security testing.

16:35pm

Key decisions on software security and test data management in the Cloud – Is DevSecOps in the Cloud the way forward?

Our expert panel will consider two questions facing every major financial firm. What is best practice in embedding security and penetration testing in the SDLC? And, as the move to the Cloud continues, how can firms create and enterprise view of data management that incorporates their investment in test environments? In particular, the panel will discuss the potential and limitations of a DevSecOps framework, and the choices firms are making between masked clients data and synthetic test data.

Panel Discussion:

Mohsin Choudhury, UK Head of Information Security - Bank of Ireland

George Andrikopoulos, Global CCO, Senior Vice President, Information Risk Horizontal - Barclays 

Andy Boura, Head of Tech Risk - Marcus by Goldman Sachs 

17:05pm

Saxo Bank’s realistic QA revolution

Speaker: Hassan Bugti, Global QA Architect, Client Experience - Saxo Bank 

While most people know that promoting ‘change’ is difficult and revolutions within engineering are bloody - architects, change agents and QA professionals are constantly being tasked with reshuffling the Software Development Lifecycle (SDLC) in their organisations. Achieving those objectives within engineering are extremely difficult, especially in organisations where the business commitments aren’t prepared to create an environment better prepared for a lot of change. Inspired by thought-leaders within the ‘behavioural design’ space, Hassan will present how he is fighting for a “Realistic QA Revolution at Saxo Bank” covering topics such as social engineering, constraints, context-driven QA activities, checklists and risk management.

17:35pm

Testing for Brexit: Q&A with HSBC’s IT Head of Brexit

Q&A Speaker: Slim Zargouni, IT Head of Brexit - HSBC

Since the Brexit vote in June 2016, financial firms in London have been faced with the issue of how they test their systems for different Brexit scenarios. While that has primarily means load testing, in preparations for a shift of trading volumes to new Paris, Luxembourg and Frankfurt, there remains the possibility of a "hard, no deal, Brexit"- and that would entail another level of complexity.  Whatever is the most likely outcome at the time this event takes place, this discussion will provide first hand insight into how one of the largest banks is preparing its systems.

17:50pm

Cocktail Reception

Gold sponsors

Bronze sponsors

Directions

By rail

Hilton London Canary Wharf offers a prime location, just five minutes’ walk from Canary Wharf tube station on the Jubilee Line.

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