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News and research on financial software quality assurance and risk management

The QA Financial Forum: New York 2018

28 November, 2018 8am-6pm Harvard Club of New York

Major financial firms such as J.P. Morgan Chase and Transamerica will be sharing the story of their digital journey at the QA Financial forum New York in November 2018. This will be our third event at the Harvard Club of New York City.

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

 

Major financial firms such as J.P. Morgan Chase and Transamerica will be sharing the story of their digital journey at the QA Financial forum New York in November 2018. This will be our third event at the Harvard Club of New York City, and delegate places at this refined and convenient venue are strictly limited.

This Chatham House Rule conference is designed to promote the sharing of information between heads of quality assurance and platform architecture at financial firms, as well as other key decision-makers and stakeholders in IT investment, such as operational risk managers and IT risk managers.  As regulators around the world increase the detail of their scrutiny of the development of apps at banks, insurers and asset managers, our speakers will discuss the technical requirements of embedding compliance in the SDLC. Other key topics include machine learning for test automation and the testing and quality assurance of Blockchain platforms.

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

To find out more about speaking opportunities please contact
Jasmin Cuppone — [email protected]

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

Speakers

Sundeep Kumar JP Morgan Chase

Executive Director, Global Technology

Sundeep is a seasoned technologist and a strategic and delivery-focused development manager with immense experience in Financial Risk Management, Pricing, Analytics, Bond Valuations, Credit Products Risk Management (CDOs, credit default swaps, synthetic CDOs, etc.), Limits Management, Rules Based Risk Management, Credit Underwriting, Commercial Bank Operations (credit origination, credit analysis and approval, Early Warning, and Remedial), CCAR, Basel II and Basel III reporting, exotics, and OTC products. He is also experienced in designing, developing, and implementing trading systems for diverse financial products and services ranging from Equities, Equity Derivatives, Futures, Fixed Income, Algorithmic and Basket trading, and FX.

Sundeep has in-depth business knowledge of market protocols, trading rules, credit processes, regulatory requirements, Monte Carlo simulation, Mathcad, pricing, and analytics of financial products. He has an M.B.A. in Finance and International business from NYU Stern School of Business and is a C.F.A. Charterholder. Sundeepalso holds a BTech in Electrical Engineering from the Indian Institute of Technology (IIT), Delhi, and a Masters in Electrical Engineering and Computer Science from Polytechnic University of Brooklyn.

Ilya Lyubarsky CLS Bank International

Head of Architecture, Data, Analytics and Emerging Technologies

Ilya Lyubarsky is a Technology leader with over 20 years of experience in the financial services industry.  He has a demonstrated track record of delivering technology solutions including Electronic Trading Systems and Risk Management Systems for Equities, Fixed Income and Derivatives. With his passion for innovation Ilya brings a diverse set of expertise and experience ranging from business architecture, integration and application architecture, all aspects of the SDLC, and managing global teams to execute large-scale software development projects.

Ilya holds a Master of Science degree in Electrical Engineering from New York University.

Tatyana Kravtsiv CLS Bank International

Head of FXCORE Platform Delivery, Head of PM and QA

Tatyana Kravtsiv is a technology professional and innovative leader who specializes in optimizing and transforming software development and quality assurance services.

Tatyana has 20 years’ experience of project management, quality assurance and software change implementation across a range of technology platforms, products and businesses.  She has managed large composite development processes for multi-stream programmes in complex, multi-stakeholder matrix-driven technology environments.  In doing so, Tatyana has led the delivery of projects in outsourced environments, liaising with multiple business units, conflicting priorities and projects.  She takes great pride in her personal commitment to ensuring delivery standards are continually sustained within internal teams and partner organizations.

In all her roles, Tatyana has managed, motivated and delivered on technology commitments by implementing effective communication and engagement at all levels.  She transformed several QA groups to become quality gate-keepers rather than testers, by building geographically diverse teams with a culture of inclusion, while identifying and developing future leaders.

Tatyana is passionate about the software quality assurance, and accelerating technology quality and testing journey across organizations.

Justin Hunter Hexawise

CEO

Bio coming soon.

Mohan Hanumantha AXA XL

Vice President, Head of Application Development, Corporate Systems

Mohan is a Technology executive with over 20 years of experience leading IT functions, and delivering change initiatives in the Insurance industry. Currently serving at AXA XL as Head of Application development - Corporate Systems, supporting Finance, Treasury, Tax, Actuarial, Human Resources, Marketing and Communication, Planning, Global sourcing, Workplace, Legal and Compliance functions. Mohan’s people focus includes developing future IT leaders and talent to ensure continued success aligning with AXA XL’s growth objectives. Assembling people with diverse talent and enabling them to become change agents is a model Mohan has practiced over the years. He credits his past success to a number of business and technology leaders he had the privilege to work with and learn from. He aspires to continue to learn new things from everyone who touches his life and contribute to make this world a better place - in any small way possible.

Kevin Barry PURE Group of Insurance Companies

AVP, Head of Software Quality Assurance

Kevin is AVP and Head of Software Quality Assurance at Privilege Underwriters for the past two year. He has more than twenty years' experience in the IT industry with the majority of that time in the QA field primarily in Pharma, Utility & Financial - Insurance. He is passionate about building quality software, continually evaluating new approaches and technologies and driving cost efficiency by leveraging automation, process improvement, continuous learning and QA optimization techniques.

Will Lukang UBS Global Wealth Management US Technology

Executive Director, Head of QA and Testing

Will Lukang joined UBS in April 2007.   During his time with the firm, he's performed numerous roles in technology for the wealth management US business including development group manager and the head of QA and testing.

Before joining UBS, Will was with Prudential Financial for 7 years, where he served as Vice President for Managed Account platform. Prior to joining Prudential, he spent 2 years with KPMG and has over 28 years of experience in information technology.

Will earned his Bachelor of Science in Accounting from University of Santo Tomas.  He has a Master of Business Administration with a concentration in Information Decision and Technology Management from IONA College and a Master of Arts in Strategic Communication and Leadership from Seton Hall. He is also a certified speaker, coach and trainer from John Maxwell Team.

Ramkumar Ayyadurai Citi

Director, Global Head of Test Engineering and Quality Assurance

Bio coming soon.

Lev Lesokhin CAST

Executive Vice President, Strategy and Analytics

Lev Lesokhin is responsible for strategy, cyber resilience policy, and analytics
research activities for CAST, the global leader in software analytics and risk
prevention. He serves on the boards of the Consortium for IT Software Quality
and the TMMI Foundation, and appears in such media as the BBC, Bloomberg,
CBS, The Times, and CNBC.
Lev has many years of direct experience as a developer and manager of
application development teams, and managed large client relationships for a
regional Systems Integrator. Lev comes to CAST from SAP, where he helped
launch SAP’s first SaaS products. He also served as a consultant at McKinsey &
Company, dealing with issues of business strategy, IT management,
governance, metrics and outsourcing. Lev holds a B.S. in Electrical Engineering
from Rensselaer Polytechnic Institute, and an MBA from the MIT Sloan School of
Management.

Bala Mukund Charles Schwab

Director of Technology

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 Charles Schwab

Managing Director, Technology

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.

Jim Tomaney Renovite Technologies

Chief Operating Officer

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.

Colin W. Wynd Federal Reserve Bank of New York

Vice President, Head of Common Application and Services Organization

Colin is the VP Common Services within the Federal Reserve Bank of New York (FRSBNY) and is responsible for multiple technology teams including Enterprise Data Management Services; Engineering; Emerging Technologies; Digital Experience; Reusable libraries & Micro-Services and a System Tooling (for CI/CD).  These teams are responsible for changing the way we think about building applications across the Federal Reserve System (FRS). Colin works with various businesses across the FRS as well as responsible for supporting over 1,000 developers that build and maintain critical applications including Fedwire. Colin has been with the NY bank for seven years. Colin started his career with Hewlett-Packard in England and has a degree in Computing Science from the University of Glasgow.

Alexandra Shulman-Peleg Citi

Global Lead Senior Vice President, Cloud Security Program and Engineering

Alexandra Shulman-Peleg, Ph.D, is a Senior Vice President leading Citi's Cloud platforms security engineering as well as the global information security Cloud program. In her role she is responsible for the Cloud and Container security solutions, processes and architectures. She previously led Cloud security at IBM Cyber Security Center of Excellence and IBM Haifa Research Labs. She holds Ph.D., M.Sc. and B.Sc. degrees in Computer Science from Tel-Aviv University, having multiple patents and more than 30 scientific publications having thousands of citations.

Igor Aronov Jefferies

Senior Vice President, Global Head of Cloud Engineering

Igor is a technologist with more than 20 years of transformative leadership experience in Enterprise IT. He has a diverse range of experience, as well as a unique depth and breadth of expert knowledge, spanning various domains of Cloud Computing, Information Security and IT Infrastructure, including public/private/hybrid Cloud, systems and storage.

Cindy Harro (Moderator) Bank of America

Senior Vice President, Cloud Risk, Security and Regulatory Governance

Cindy is SVP, Cloud Risk, Security and Regulatory Governance at Bank of America in New York City.
She is responsible for leading the development and implementation of strategies designed to ensure
that supervisory controls are in place to be adherent to a laws, rules, regulations, policies and
standards globally, for all 3rd and 4 th party cloud service provider scenarios, including SaaS, PaaS
and IaaS. She is responsible for building models to measure the business risk of moving regulated
data off premise. Cindy works closely with senior executives, Compliance, Operational Risk, Audit
and external regulators.
Previously, Cindy was the Security, Compliance and Risk Program Director for IBM's "Watson
Platform for Health" PaaS cloud. She led a global organization of cybersecurity, compliance, risk and
SW development professionals to build secure and HIPAA regulatory compliant software. She was
responsible for defining the security and compliance requirements, performing vulnerability scanning,
penetration testing, managing regulatory compliance (HIPAA) audit controls testing and identifying
security and regulatory risks for senior executive review. Cindy performed a similar role for an IBM
Analytics Cloud before joining IBM Watson Health.

Michael Cooper Transamerica

Quality and Testing Leader

Michael is a leader in the fields of QA, software testing, and process improvement. Michael brings more than 16 years of hands-on QA and Testing leadership experience.
Prior to joining Transamerica, Michael was the Chief Quality Officer at W3 and World Wide QA and Testing Evangelist with HP Software. Before joining HP, Michael was Head of Enterprise Quality Management (EQM) at T-Mobile USA, reporting directly to the CIO; he led a team of more than 400 QA professionals. While at T-Mobile Michael and his team partnered closely with Amdocs on an QA, Testing and Infrastructure Services that increased productivity, reduced system downtime and provided the foundation an enormously successful growth strategy. Michael also held Senior QA and Testing leadership positions at FICO., Inovis and Equifax.

Michael participates in the QA community as a strategic Advisor to leading companies including Amdocs and his recognized for his work around the future of QA and Testing. Michael has presented at conferences around the globe including SAP Saphire/TechED, HP Discover, Amdocs InTouch, QAI Quest, StarEast/West and EuroStar and many more. Michael graduated with honors from the University of Florida, studied abroad at the University of Cambridge and earned a MBA from Georgia State University; he is also a Certified Scrum Master.
Recognitions include the 2011 HP Software Award of Excellence Americas – People’s Choice, the 2009 HP Software Award of Excellence for IT Transformation, T-Mobile CIO Award, and the Quality Leadership Executive of the Year Award in 2006.

Norman Niemer UBS, Asset Management QED

Chief Data Scientist

Norman Niemer is the Chief Data Scientist within UBS Asset Management's Quant & Data Science (QED) team where he delivers data-driven investment insights. He is also responsible for both the business as well as technical aspects of multiple innovation projects that augment human decision makers with machine intelligence. Prior to UBS Asset Management, Norman led the data science efforts at UBS O'Connor, worked as an investment analyst at Caxton Associates and Morgan Stanley and even founded a tech company in high school. Outside of investment management, he has led teams that built data- and AI-based products that won several high profile hackathons including Techcrunch NY, Fintech NY and Mastercard Masters of Code NY. He holds a MS Financial Engineering from Columbia University and a BS in Banking and Finance from Cass Business School (London).

Byron Glick American Family Insurance

Director of Quality Assurance

Throughout his career Byron has placed technology in the service of organizational change. His passion is helping technologists deliver greater value to their organizations and constituents.  He’s led successful internal start-ups for The University of Wisconsin, Digital Equipment Corporation, Berbee Information Networks, and others. His leadership has enhanced the effectiveness of technology for Boeing, Toys R Us, General Motors, Nielsen and the American Kidney Foundation of Wisconsin.  Byron is currently part of the I/S Quality Engineering team at American Family Insurance in Madison, Wisconsin.

Jason Jerina New York Life Insurance Company

Head of Quality Assurance, Application Support and Maintenance

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.

Thomas Haver Huntington National Bank

Senior Application Architect

Thomas is presently serving as a Senior Application Architect for Huntington National Bank. He is responsible for the conversion from manual testing to Ruby/Cucumber automation for the entire enterprise. Originally accountable for the development and maintenance of automation frameworks for Digital Channels, he now leads the automation effort for 73 applications across Huntington that encompass testing, metrics & reporting, data, and environment. Thomas leads the training & technical support for both on-site employees as well as offshore contractors. He has developed test strategies and assisted in coordination between multiple lines to improve delivery effectiveness & resource flexibility.

Matthew J. Kogan Edgehill Endowment Partners LLC

Chief Operating Officer and Chief Compliance Officer

Matt is a senior operations leader specializing in financial and compliance management for institutional investors focused on both public and private markets. He currently serves as COO and CCO of Edgehill Endowment Partners, an Outsourced Chief Investment Officer managing portfolios for endowment and foundation clients. Matt previously was the COO at Bryn Mawr Capital Management, a quantitative hedge fund, and worked in various management roles for the Vanguard Group.  He has many years of experience working with risk management, trading, performance reporting and CRM applications, and appreciates sharing insights on the technology implementation process with peers.

Christopher Phillips Valley National Bank

First Vice President, Assistant Director, AML Compliance

Chris currently serves as the Assistant Director of Anti-Money Laundering at Valley National Bank where, among other duties, he oversees the Quality Assurance program. Prior to his current role, Chris was brought on board at Valley to directly manage and expand QA of the BSA program. Functioning independently of the BSA Compliance team, reporting directly to Valley’s Deputy Chief Risk Officer, Chris was given a broad mandate to ensure the proper and efficient functioning of the BSA program, and expanded the QA program beyond investigative reviews to include all aspects of the BSA program. Before managing the QA program at Valley, Chris spent eight years at Gain Capital Group, LLC, where he served as AML Compliance Officer.

Murtaza Hussain MUFG

Strategic Risk and Regulatory Leader

Murtaza is an accomplished FinTech Leader with more than 13 years of management experience, offering expertise in process redesign, financial technology solutions, and risk & regulatory reform to large investment banks and global financial institutions such as World Bank and Federal Reserve Board. Murtaza possesses strong leadership skills for highly complex organizations and has a successful track record for directing large change management initiatives, revamping business processes, and increasing efficiency for respected clients in the Financial Services industry. He holds both undergraduate and graduate degrees in Management Information Systems from the University of Maryland and an Executive MBA degree from the University of North Carolina at Chapel Hill.

Michael Venditti Deutsche Bank

Global Head of Enterprise Testing Services

Bio coming soon.

Agenda

8:00am

Arrival, refreshments, and networking

8:45am

Welcome Address

Matthew Crabbe – CEO and Founder – QA Media

9:00am

Service Virtualization as an Enabler of DevOps and Continuous Integration: Shifting Left of Left – Using Modern Tools to Unshackle DevOps Implementation

Speaker: Sundeep Kumar – Executive Director, Technology – J.P. Morgan Chase

Many financial firms face limitations in DevOps implementation due to a lack of effective automated testing. Poor data quality in lower environments and the inability to test components independently of each other often limits the effectiveness of “Shift Left”. By using Service Virtualization, Production Data Sandboxing and Machine Learning techniques we can enable the full potential of DevOps implementation and achieve true quality

9:30am

Testing for Blockchain, Smart Contracts and Distributed Ledgers

Speakers: 

Tatyana Kravtsiv – Head of FXCORE Platform Delivery, Head of PM and QA – CLS Bank

and

Ilya Lyubarsky – Head of Architecture, Data, Analytics and Emerging Technologies – CLS Bank International

As blockchain technologies become more widely used by financial firms, questions remain over improving security and testing for distributed ledger platforms. How do firms test smart contracts? Our panel of experts will discuss the industry standards for such testing, as well as considering how to embed test automation into contract and platform construction.

 

 

10:00am

“If I Knew Then What I Know Now” – Lessons Learned from a Decade of Rolling Out Testing Tools at Large Financial Services Firms

Speaker: Justin Hunter - CEO - Hexawise

With widely varying degrees of success, Justin Hunter has worked with Fortune 2000 Financial Services firms on 6 continents to help them adopt new testing tools and techniques at scale. Working in some environments, he has felt like Sisyphus, forever condemned to roll a boulder uphill only to watch it roll back down again. In other situations, things clicked, teams smoothly adopted new tools and techniques, and impressive results were quickly achieved. In this presentation, he’ll discuss several common challenges that he sees teams at Financial Services firms face, and share actionable recommendations to consider when you roll out new tools and testing approaches.

10:30am

Coffee & Networking

11:00am

Panel Discussion: Engineering Quality: A New Opportunity for Heads of QA

Panellists: 

Lev Lesokhin - Executive Vice President, Strategy and Analytics – CAST

Ramkumar Ayyadurai - Director, Global Head of Test Engineering and Quality Assurance - Citi

Will Lukang - Executive Director, Head of QA and Testing - UBS

Mohan Hanumantha - VP, Head of Application Development - AXA XL

Kevin Barry - AVP, Head of Software Quality Assurance - PURE Group of Insurance Companies

 

Agile and DevOps have transformed delivery while blurring developer, operations, and quality roles. As we move into DevOps 2.0, there is an opportunity for QA leaders and teams to evolve and expand their influence within the IT organization of financial firms - by assessing the engineering quality of systems. However, this opportunity demands new skill sets and perspectives that traditional quality teams must adopt.  Our panellists will describe what 'engineering quality' means, address how they are motivating teams to "shift-left,” and share how they are helping QA teams develop engineering disciplines (coding, architecture, and system thinking).

11:30am

Accelerating Innovation with “Shift Left” Continuous Testing

Speakers:

Michael Schober - Managing Director - Charles Schwab

and

Bala Mukund - Director of Technology - Charles Schwab

Charles Schwab, a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., transformed the quality assurance (QA) process for its Intelligent Portfolios product team by adopting a “shift left” continuous testing approach and validating quality through automation. In this presentation, Michael Schober, a managing director, and Bala Mukund, a director of technology, will share how they led this transformation of the Wealth Management Technology (WMT) team with the help of automated continuous testing via Sauce Labs. The two will provide insight on how transitioning from manual testing to continuous testing resulted in release cycles that are up to 10 days faster and that have a 50% reduction in bugs.

Attendees will walk away knowing how to streamline the software development process, practical processes for implementing continuous testing and how to reshape DevOps culture that better meets customer needs and expectations.

12:00pm

Presentation Reserved for Gold Sponsor

12:30pm

Lunch & Networking

13:30pm

Test automation for core banking platforms: overcoming complex legacy challenges

Speaker:  Jim Tomaney - Chief Operating Officer - Renovite Technologies Inc.

Today’s market environment demands more changes and more testing and re-resting than ever before. While core banking systems such as Temenos T24 and Oracle FLEXCUBE offer banks the opportunity to acquire a single off-the-shelf platform, comprehensive end-to-end testing in this context creates a considerable challenge for developers and testers. Every single function must be linked to that platform, including payments, KYC, customer reporting, browser and mobile apps. Renovite Technologies’ Jim Tomaney will introduce the session with an overview of how this challenge can be met, followed by an interactive Q&A discussion with a leading private bank (TBC).

14:00pm

Panel Discussion: Security, the Cloud and Industry Standards for Software Risk

Moderated by: Cindy Harro – SVP, Cloud Risk, Security and Regulatory Governance at Bank of America

Panellists: 

Igor Aronov - SVP, Global Head of Cloud Engineering - Jefferies

Alexandra Shulman-Peleg - Global Lead SVP, Cloud Security Program and Engineering - Citi

Colin Wynd - VP, Head of Common Application and Services Organization - Federal Reserve Bank of New York 

Our panel on security and risk in the cloud will focus on​ two critical topics. First how financial firms are managing compliance surrounding software security and data protection, and secondly, the more general development context of the move to the Cloud and the evolution of software-as-a-service. What risk are software integrators and consultants recommending, and are customer firms moving toward an agreement on industry standards? Critically, what standards do firms see the regulators applying?

14:30pm

Building the Business Case for Transformation of Software Quality Assurance

Speaker TBC

The transformation of QA is an essential element of the transition from legacy to agility in the SDLC. This session will discuss how the investment portfolio into QA has enabled the streamlining of QA cost and optimised practice, with a focus on the technologies that have been introduced to facilitate QA transformation, eg: Test automation and Test Service Virtualisation.

15:00pm

Coffee & Networking

15:30pm

Embedding Regulatory Compliance in to the SDLC

Speaker: Michael Cooper - Quality and Testing Leader - Transamerica

The number one challenge in software quality assurance for financial firms? Many would say it is embedding regulatory compliance while automating and accelerating delivery. Michael will explain how Transamerica has managed that transition. There is often a belief that DevOps and Agile practices are incompatible with the development of compliance-sensitive apps; perhaps because they involve a risk of an inadequate audit trail, or because expertise is spread too thinly. So more traditional - and lengthy - waterfall methods prevail. But it doesn't have to be this way. As Michael will explain, financial firms large and small can develop a "regulation strategic" quality assurance practice that combines tools for agile testing and business-driven development (BDD) that meet the regulatory challenge.

16:00pm

Panel Discussion: Quality Assurance, Machine Learning and Artificial Intelligence

Panellists:

Byron Glick - Director of Quality Assurance - American Family Insurance

Jason Jerina - Head of Quality Assurance, Application Support and Maintenance - New York Life

Sundeep Kumar - Executive Director, Technology - J.P. Morgan Chase

Norman Niemer - Chief Data Scientist - UBS Asset Management QED

Everyone is talking about AI and machine learning - but how will firms test machine learning systems as they increasingly become a reality? Matthew Crabbe, CEO of QA Financial, will discuss these challenges and more with our expert panellists, who will share their insights on the challenges that financial firms face when it comes to testing apps and financial software, and also the potential uses for Machine Learning within QA processes. 

16:30pm

Forward Thinking Test Automation: Invest in People to Deliver Success

Speaker: Thomas Haver - Senior Application Architect - Huntington National Bank

Automation can be an effective tool within an organization’s software testing strategy if implemented correctly. Automation is often presented as a silver bullet or magical solution; however, experience and practice has taught the QA community there are pitfalls on the path to automation success. A lack of experience, time, and budget inhibits the viability and long-term sustainability of any such automation roll-out. In this talk, the audience learn how to build a robust automation solution across the Enterprise to improve application quality, testing efficiency, and lower operational costs. Colleagues within a company can achieve this goal without affecting project delivery time by combining the technical knowledge and experience of each team member with an automated solution to minimize redundant, costly activities. The solution incorporates both open-source tools and a cloud platform to establish a continuous automated testing environment ready for DevOps integration.

 

17:00pm

Panel Discussion: The Impact of Regulatory Compliance on Software Testing

Panellists:

Murtaza Hussain - Strategic Risk and Regulatory Leader - MUFG

Michael Venditti - Director, Global Head Enterprise Testing Services - Deutsche Bank

Christopher Phillips - First Vice President, Assistant Director, AML Compliance - Valley National Bank

Matthew J. Kogan - Chief Operating Officer and Chief Compliance Officer - Edgehill Endowment Partners LLC

In an environment of ever-increasing regulatory scrutiny, financial firms are under more pressure than ever to document testing infrastructures, and to test architecture to ensure acceptable risk management procedures are in place. This panel will focus on these challenges and more, with particular focus on  The Fundamental Review of the Trading Book (FRTB) and Know Your Customer (KYC). The FRTB comes into force between 2022 and 2025 and is designed to implement a full, enterprise-wide, view of risk. For quality assurance teams there are technical challenges - such as creating new test data environments for new risk models and new risk engines; organisational challenges - linking the trading desk software to the risk management software; and of course the compliance challenges - ensuring that regulatory supervisors are satisfied with the testing of the new architecture.

17:30pm

Cocktail Reception

Gold sponsors

Silver sponsors

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