The QA Financial Forum: New York 201729 November, 2017 8am-5pm The Harvard Club
35 W 44th St
Introducing the 2nd edition of the QA Financial Forum New York.
Introducing the 2nd edition of the QA Financial Forum New York.
After a successful event in 2016, the QA Financial Forum New York is back for its 2nd edition.
Our core theme is "Quality assurance and IT Risk management for continuous app delivery", with a focus on the particular regulatory and market drivers that concern banks, insurance companies and asset managers.
We are delighted to welcome so many prominent expert speakers.
Abhi has been in the financial IT industry for the past 15 years. He has been with Goldman Sachs for over a year managing the QM department for Marcus.com.
Prior to that Abhi was the Global head of QA for BGC-Fenics and he managed the Fedwire Securities migration initiative for the Federal Reserve Bank of NY.
Raj heads Enterprise Quality Assurance, SDLC Tools, DevOps and Program delivery for Pricing at Vantiv (now Worldpay). In his role, Raj is responsible for managing a large QA team, evolving QA and tooling strategy, transformation, Automation, and DevOps capabilities.
Prior to Vantiv, Raj held senior leadership roles within Liberty Mutual Insurance managing delivery of large programs and teams supporting modernization of legacy systems, high-revenue generating applications, development of new products and capabilities, integrating acquired operations across functional domains.
Raj has 20+ years of experience in the technology space, predominantly in financial services and insurance industries. Raj has well-rounded experience and success in variety of senior leadership roles from software development, Planning, Strategy, Large Program Delivery and Portfolio management. Raj has an MBA from Kelley School of Business, Indiana University and a Bachelor’s degree in Engineering.
Adrian Thibodeau, Vice President, IT Strategy & Administration. Adrian currently serves as the Program
Manager in charge of implementing the S&P Global IT Global Talent Center in India, as well as leading
the Information Security Risk & Compliance function within Ratings IT. Standard & Poor’s Ratings
Services is a leading global provider of credit ratings, research, and analytics. Prior to 2017, he led
Quality Assurance for S&P’s Ratings Services. In more than six years with QA, Adrian focused on
advancing test automation, risk-based testing, test quality metrics, and implementing mature testing
practices in-line with the TMMi model. He has filled a number of Data and Technology roles at S&P over
the course of 13 years, including responsibilities in Data Operations, Data Quality, and IT Vendor
Management. Adrian holds certifications of Six Sigma BPM Green Belt, TMMi Professional, and Scrum
Master. He attained his BA in Economics from Boston College and an MBA of Finance and Operations
Management from the NYU Stern School of Business.
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
As a highly skilled IT professional with the ability to create and manage complex execution plans, Brian Timmeny is an experienced delivery executive that has consistently delivered next generation cloud solutions, implemented DevOps foundation and cloud delivery solutions, and streamlined organizations to implement agile-at-scale across portfolio, program, and team delivery. Brian brings proven experience aligning business and IT organizations to deliver upon value driven execution strategies.
Brian takes pride in having transformed multiple Fortune 100 organizations to delivery agility, and DevOps standards aligning them tangibly to business priorities. He has a proven track record of conceptualizing creative plans that effectively manage complex IT programs to deliver incremental, measurable business value.
With a focus on business outcomes, Brian utilizes appropriate delivery methodologies, cloud solutions, and DevOps engineering practices to significantly reduce operating costs and enhance segment productivity. A highly accomplished IT delivery executive, he expertly assesses delivery environments and builds innovative plans for sustainable improvements to drive faster delivery, while always maintaining focus on business value.
Gabby Szasz is a Senior Vice President with Global QA Responsibilities at Wells Fargo Bank. She
joined the bank in July 2017. Prior to this she was a Managing Director with Global QA
responsibilities at BNY Mellon and the Chief Quality and Development Officer for the Corporate
and Investment Bank (CIB) at J.P. Morgan Chase.
Over the last 28 years she has held various global positions in Telecom, Consulting and
Financial Services organizations. She is a specialist in off-shore management with specific
experience in India, China, Brazil, Europe and the Philippines.
Gabby holds a Bachelor of Engineering (Electrical) Degree from Carleton University in Canada.
She is active with Anita Borg Institute both locally and nationally. She continually presents at
national conferences on both technology and diversity topics.
Gabby resides in Manhattan with her husband and 15-year- old daughter.
Bio coming soon.
Louis Pellicori is Glenmede’s Chief Information and
Technology Officer. He is responsible for leading the
development and implementation of corporate
technology strategy, Security, Infrastructure, Business
Applications and Business Continuity.
Mr. Pellicori has over 30 years of experience with a
concentration in the financial industry. He has extensive
experience in developing and fostering successful
Domestic and Global Information Technology business
solutions. He has extensive M&A, IT architecture and
enterprise organizational change and operational
Mark Lambert is responsible for ensuring that Parasoft solutions deliver real value to the organizations adopting them. His team helps customers optimize their software development processes by assessing their specific development needs, then determining how to apply Parasoft technologies, processes, and methodologies to achieve their goals. Lambert has been with Parasoft since 2004, working with a broad cross-section of our Global 2000 customers. His engagements have extended from specific technology implementations to broader SDLC process improvement initiatives. Lambert has also been instrumental in designing solutions for numerous industry verticals, including safety critical, medical device, and complex component-based architectures. Prior to joining Parasoft, Lambert supported cross industry implementations for Advanced Visual Systems, where he successfully applied his broad technical knowledge and understanding of business challenges to solve organizations complex problems. Lambert earned both his Bachelors and Masters degrees in Computer Science at Manchester University UK, and has been a speaker at numerous corporate and industry events such as JavaOne, Software Test & Performance, and StarEast.
Sven joined Morgan Stanley in 2007 in London as an application developer working in the Private Wealth Management department's portfolio accounting and performance space.
In 2012 he moved into Morgan Stanley Wealth Mgmt's Global Banking Technology team and worked on the Bank Deposit Program's (BDP) subledger platform initially. In 2015 he moved from London to NY and has since been responsible for the design, implementation and maintenance of a new MMKT sweep platform as well as provide input to the evolution of the BPD subledger platform.
Prior to MS, Sven worked for Rohde & Schwarz between 2002 and 2007 as a freelance application and systems developer in Munich, Germany.’
As part of his current role, Sven partly focuses on bringing new technologies to the team where appropriate (e.g. Kafka) but also introduce “new” processes and methodologies that require a culture change (e.g. DevOps, Agile, TDD/BDD).
Sudheer is a seasoned Test Management Professional with over 18 years of experience
in managing large, mission critical, regulatory and security projects with globally
His Test Management experience includes setting up onsite/offshore teams across
India, Americas & Europe, testing operations through CoE, test planning & strategy,
test automation, load & performance testing, monitoring and control, project
portfolio planning & budgeting, agile testing project management, vendor
management including outsourcing & contract management.
He is currently the Global Test Delivery Manager at Credit Suisse.
Bio coming soon.
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.
Bio coming soon
Bryan Osterkamp is a Lead 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 fifteen 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.
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.
Dan serves as the Chief Digital Officer and Managing Director of BankMobile, America's first completely
fee-free, mobile-only chartered bank launched in January 2015. Responsibilities include leading teams in
product and feature development, mobile app requirements and design, CIP and new account origination,
security, distribution and instant account-opening, customer acquisition and provisioning. BankMobile is
a division of Customers Bancorp (NYSE: CUBI).
Dr. Noma teaches machine learning at Columbia University and quantitative risk
management in the Masters in Mathematical Finance program at Rutgers University.
Earlier in his career, Dr. Noma was a professor in the Psychology Department of Rutgers
University, publishing in the areas of statistics, psychometrics, applied decision making
and group dynamics.
Dr. Noma is also the founder of Garrett Asset Management, an investment firm that uses
behavior models to trade in futures, ETFs, and currencies. Prior to founding Garrett Asset
Management, Dr. Noma was a portfolio manager running a fund of hedge funds and was
the Chief Risk Officer at Asset Alliance, a seeder of hedge funds.
Dr. Noma’s current research includes the application of machine learning and natural
language processing to assess the emotional intelligence of financial professionals and
athletes using theories of emotional awareness and expression.
Dr. Noma graduated from Dartmouth College with a B.A. in Mathematics. He received
an M.A. in Mathematics and a Ph.D. in Mathematical Psychology from The University of
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.
Speaker: Abhi Raote – Vice President, Consumer and Commercial Banking Division (CCBD) – Goldman Sachs
How do firms ensure more effective testing, and not just faster testing? It is essential to have test tools that support and enhance testing teams, rather than replace them. Abhi’s presentation will explain how to strengthen test teams to support new SDLC methodologies such as Test Driven Development (TDD), Acceptance Driven Development (ADD), Behaviour Driven Development (BDD), Agile and DevOps. He will discuss the latest tools that will facilitate the evolution of next-generation automated testing and the next generation of QA teams.
Speaker: Michael Venditti – Global Head of Enterprise Testing Services – Deutsche Bank
In recent years, Deutsche Bank has placed increasing emphasis on growing its digital ecosystem. Michael will detail how Deutsche Bank is managing IT risk through process standardization and efficient governance. He will talk about Deutsche Bank’s QA and Testing transformation journey, with a focus on regulatory compliance.
Speaker: Raj Kanuparthi - Senior Leader, Technology - Vantiv
Vantiv, the NYSE-listed card and payments processing giant, is the #1 merchant acquirer in the United States. Raj Kanuparthi, introduced by our sponsor Tricentis, will describe Vantiv’s success story of QA transformation and enterprise roll-out of test automation, continuous testing and continuous integration capabilities in a complex ecosystem. He will share how the benefits of faster time to market, reduced effort, higher coverage and quality have been realized. The presentation will also outline how Vantiv plans to continue to mature in terms of investment and adoption of automation technologies and processes.
• Gabriella Szasz: Senior Vice President, Head of Quality Assurance – Wells Fargo
• Adrian Thibodeau: Vice President, IT Strategy and Administration – Standard & Poor’s
• Lev Lesokhin: Executive Vice President, Strategy and Analytics – CAST
• Brian Timmeny: Global Head of Advanced Engineering, DevOps and Engineering Processes – BBVA
As firms increase their reliance on software-based digital capabilities, they have big decisions to make about how they manage software risk and compliance requirements. This is especially true of decisions around the out-sourcing of code development and testing and also the use of open-source and third-party components. Our panel of experts will discuss embedding regulatory compliance into out-sourcing decisions, how to benchmark code quality, security and risk, and consider new models for managing off-shoring.
Speaker: Kirill Zagorouiko: Chief Operating Officer - Exactpro
As financial firms move towards more Agile ways of working, BDD is becoming a more widely adopted process, facilitating communications between developers and stakeholders throughout the software development life cycle. In this presentation, Kirill will speak about applying BDD to trading and clearing systems, discuss the use of production data and also consider the combination of model-based testing and BDD.
Speaker: Lou Pellicori: Managing Director, Chief Information and Technology Officer – The Glenmede Trust
Company Rates of cyber-crime are growing exponentially. No firm can be confident that its security defenses are adequate. Lou will discuss the most recent trends in malicious attacks, and share his view on how cyber risk management requires a new definition of quality management, particularly in relation to the growing adoption of Cloud computing. He will detail ways to reduce risk, including improvements to vendor and security management, the correct form of governance and the range of security tests that can be used by firms.
• Sudheer Mamadapur: Vice President, Global Test Delivery Manager – Credit Suisse
• Sven Gauggel: Vice President, Development Manager – Morgan Stanley
• Brian Timmeny: Global Head of Advanced Engineering, DevOps and Engineering Processes – BBVA
• Mark Lambert: Vice President of Products – Parasoft
DevOps methodologies are widely viewed as the critical enabler of new technologies, such as test service virtualization. But financial firms face particular cultural and business management challenges in implementing DevOps. One of those challenges is building the business case for investment in new technologies, at a time when CTOs and CEOs are looking for substantial savings from automation and the re-assessment of outsourcing requirements. Our panellists will share their experiences in tackling these conundrums.
Speaker: Maya Ber Lerner: Vice President of Product Management – Quali
As a growing number of financial enterprises look into adopting Cloud and DevOps, environment complexity is often cited as one of the top barriers for such initiatives. Focusing on a Shift Left philosophy to deliver production-like environment access early on in the development and test life-cycle can tremendously increase quality, cut down the cost to fix issues and, more importantly, increase innovation speed. This presentation will cover an example of using Cloud sandboxes to allow an authentic replication of production environments, making it possible for a financial firm to focus on releasing innovative capabilities fast, without sacrificing security and compliance.
Speaker: Jim Tomaney – Chief Operating Officer – Renovite Technologies
Financial firms can extract the maximum leverage from automation by applying it to legacy systems. This presentation will focus on how this works for core banking systems, and for payment platforms. As far back as the 1980s, Jim worked on one of the first commercial-off-the-shelf payment platforms – one which is still deployed around the world, processing billions of transactions each month. Working with platforms such as this, Jim realised that increased processing hours and contracting release cycles were creating unsustainable pressure on the testing of legacy systems. But there is way to de-risk legacy platform change.
• Jason Jerina: Head of Quality Assurance, Application Support and Maintenance – New York Life
• Bryan Osterkamp: Lead Technical Architect, Testing Infrastructure – USAA
• Leon Rabin: Director of Quality Assurance – Guardian Life Insurance
Insurers face their own challenges in the digital transition; in data management, regulatory compliance and legacy systems. Our panel will compare the experience and plans of three major firms. What are the benchmarks they are setting for the quality and speed of app delivery, and - perhaps most importantly - improved customer service?
Speaker: Dan Armstrong: Chief Digital Officer – BankMobile
BankMobile was created in 2015 as a division of NYSE-listed Customers Bancorp, and now has over two million customers in the US. Dan will explain how BankMobile developed its core banking platform in five phases of evolution to meet the needs of a mobile-first and oftendemanding young customer base. What will those customers be asking for tomorrow? What are the key IT risks for mobile banks? What technology change is possible, and what might fail?
Sundeep Kumar: Executive Director, Global Technology – JP Morgan Chase
Elliot Noma: Lecturer, Machine Learning – Columbia University
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 Sundeep and Elliot, who will share their insights on the challenges that JP Morgan Chase and other investment banks face when it comes to testing apps and trading software in complex markets such as derivatives, structured products, credit and FX.
Acquired in May 2015 and fully owned by London Stock Exchange Group, Exactpro specialises in functional and technical testing of systems that process wholesale financial products across many asset classes, such as trading, risk management, market surveillance, securities data distribution and post-trade technology infrastructures. These Open Access services are offered to exchanges, clearing, settlement, custodian, investment banks, brokers and other financial sector organisations worldwide. Founded in 2009, Exactpro currently employs over 380 specialists focused on building software to test software. Exactpro test tools are extensively used on most of the projects where Exactpro delivers service. The service includes providing the source code of the tools to all clients, so that they continue using them in the future if they wish, without being dependent on Exactpro.
Exactpro increases the capabilities of clients to further improve the efficiency and effectiveness of their software whilst providing industry-leading support for businesses across LSEG.
Quali is the leading provider of Cloud Sandboxes for automating the DevOps lifecycle. We give innovators control over their world by enabling them to create personalised replicas of even the most complex production environments inside of Sandboxes. The Global 100 depend on Quali to help them deliver their products and services faster to market with better quality.
As the focus of payments shifts towards delivering convenience to consumers, businesses seek technologies for seamless payment switching and authorization, with optimized transaction routing. Customer-facing payment technologies have witnessed rapid innovation, but the back end infrastructure still hinders better payment experiences. RenovITe saw the relevance of an integrated payment platform for financial institutions, retailers and processors struggling with old payment tokens, fixed transaction routing and proprietary systems, and successfully decoded the maze of infrastructure challenges they faced. RenovITe challenges legacy thinking in the payments industry, and delivers cutting-edge payment solutions based on continuous delivery or DevOps principles.
Tricentis, the Continuous Testing Company, specializes in agile market leading software testing tools for enterprises. We help Global 2000 companies adopt DevOps and gain success by achieving automation rates of over 90%. Our integrated software testing solution, Tricentis Tosca, consists of a unique Model-based Test Automation and Test Case Design approach, encompassing risk-based testing, test data management and provisioning, service virtualization, and more. We are established as a reliable enterprise partner, helping to deliver significant performance improvements to testing projects.
Analysts recognize Tricentis as a leader in Software Test Automation, with Model-based Test Automation and Test Case Design as standout features. The company’s more than 400 customers include global names from the Top 500 brands such as A&E, Allianz, BMW, Deutsche Bank, HBO, Lexmark, Orange, Starbucks, Toyota, UBS, Vantiv, Vodafone, and Zurich Insurance.
CAST is the world leader in software analysis and measurement, with unique technology that introduces fact-based transparency into application development and sourcing, transforming it into a management discipline. CAST provides the most advanced tools in the world to capture and quantify the reliability, security, complexity and size of business applications. More than 250 companies across all industry sectors globally, one-third of them listed on the Global 2000, rely on CAST to prevent business disruption while reducing their hard IT costs and software risk. CAST is an integral part of software delivery and maintenance at the world's leading IT service providers. Founded in 1990, CAST serves IT-intensive enterprises worldwide with offices in North America, Europe and India.
Parasoft provides a comprehensive, automated software testing tool suite to help development and QA teams efficiently produce top-quality software consistently. With advanced analytics and reporting for the entire software development lifecycle, Parasoft customers benefit from end-to-end testing automation for static and runtime analysis; unit, functional, and API testing; and service virtualization. Parasoft enables organizations to succeed in today’s most strategic development initiatives, including agile, continuous testing, DevOps, security, and compliance. From start-ups to Fortune 500 companies, Parasoft’s customers include Bank of America, Boeing, Cisco, Capital One, Disney, Fidelity, and AT&T.
Accenture (NYSE: ACN) is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions – underpinned by the world’s largest delivery network –Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With approximately 411,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives.
Delphix's mission is to free companies from data friction and accelerate innovation. The Delphix Dynamic Data Platform allows data to be securely delivered to every stakeholder, across on-premise, cloud & hybrid environments, at the speed required to enable rapid development and delivery of applications and solutions. The Delphix Dynamic Data Platform provides a comprehensive approach to DataOps, enabling companies to easily deliver and secure data, wherever it exists.
Deque Systems is a leading provider of web and mobile accessibility software and services. Our mission is digital equality, and the Deque team consists of leaders and innovators in accessibility and testing tools development. We strive to provide practical accessibility solutions that reflect real-world development environments, and we work with a broad range of clients to not only fix their inaccessible content but to integrate accessibility into their existing design and development processes through the use of automation and training. Not sure about your site’s accessibility?
Quinnox is US based AGILE technology-driven business services enablement partner for forward-thinking financial services enterprises. We drive business value, enable industry platforms and solutions, and simplify business processes in an agile way while managing risks and ensuring compliance and quality assurance. We have proven experience with a robust understanding of domain knowledge and processes within banking and financial services. We can help you harness the significant advantages of today’s technologies and methodologies for unmatched client experiences across multiple service lines. Our fusion of DOMAIN excellence, QA solutions as well as proven Methodologies can help you transform your IT landscape for improved client experience, increased operational and business efficiencies, and lower TCO. We offer the full array of QA services to meet the needs of today’s leading banking as well as capital markets firms. From front- to middle- to back-office operations, you can rely on our experts to help you become agile, automate and improve cost-effectiveness in all processes, while boosting efficiency and productivity.
Testplant helps organizations put users at the center of software testing to create amazing digital experiences and drive user adoption, conversion, and retention. The company's Eggplant Digital Automation Intelligence Suite interacts with software exactly like a real user to test the true user experience, and auto-generates tests at the UI and API level for greater productivity. Testplant enables customers to test the full user experience, including performance and usability, managing the test environment and orchestrating large-scale test execution, and generating predictive analytics to understand the impact of a change on users across a wide range of operating systems and platforms.
Testplant was founded in 2008 and now has offices in London, Boulder, Philadelphia, San Francisco, Berlin, Shanghai, and Tokyo. The company serves more than 350 enterprise customers across financial services, automotive, healthcare, media and entertainment, retail, and defense and aerospace. Public customers include Citi and British Telecom. Testplant is backed by The Carlyle Group (NASDAQ: CG).