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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: New York 2017

29 November, 2017 8am-5pm The Harvard Club
35 W 44th St
New York
NY
10036

Introducing the 2nd edition of the QA Financial Forum New York.

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

 

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.

 

Speakers

Abhi Raote Goldman Sachs

Vice President – Consumer and Commercial Banking Division (CCBD)

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.

Michael Venditti Deutsche Bank

Global Head of Enterprise Testing Services
Michael joined Deutsche Bank in April 2015 and is currently the Global Head of Enterprise Testing Services for the Bank. Reporting to the CIO and Head of Safety & Soundness for the Bank, Michael’s organisation is an integral part in ensuring the Bank’s quality position and increasing production stability. Focus is on rolling out Bank-wide accelerated & niche Testing Services and Standards that provide a consistent foundation for the Bank to execute testing, while reducing the Cost of Quality through Automation and Performance Engineering.
Michael is a Seasoned IT leader in the Financial Services industry with over 30 years’ experience successfully leading and transforming global Development and QA teams. He is an exceptional people manager with a track record of motivating, mentoring and leading large, globally diverse teams through times of extensive change. A career-long champion of diversity with a passion for driving an inclusive workforce and an advocate for human capital.
Prior to joining Deutsche Bank, Michael was employed by Credit Suisse AG, where he worked for a little over 23 years, most recently as global head of QA for Controller’s IT as well as regional head of QA for BOIT Americas.

Raj Kanuparthi Vantiv, now WorldPay

Head of Enterprise QA, Tools and DevOps

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 Standard & Poor's

Vice President - IT Strategy and Administration

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 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.

Brian Timmeny BBVA

Senior Vice President, Global Head of Advanced Engineering, DevOps and IT Processes

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.

Gabriella Szasz Wells Fargo

Senior Vice President, Head of Quality Assurance

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.

Kirill Zagorouiko Exactpro

Chief Operating Officer

Bio coming soon.

Lou Pellicori The Glenmede Trust Company

Managing Director, Chief Information and Technology Officer

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
automation experience.

Mark Lambert Parasoft

Vice President of Products

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 Gauggel Morgan Stanley

Vice President, Development Manager

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 Mamadapur Credit Suisse

Vice President, Global Test Delivery Manager

Sudheer is a seasoned Test Management Professional with over 18 years of experience

in managing large, mission critical, regulatory and security projects with globally

distributed teams.

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.

Maya Ber Lerner Quali

Vice President of Product Management

Bio coming soon.

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.

Leon Rabin Guardian Life Insurance

Director of Quality Assurance

Bio coming soon

Bryan Osterkamp USAA

Lead Technical Architect, Testing Infrastructure

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 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.

Dan Armstrong BankMobile

Chief Digital Officer

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).

Elliot Noma Columbia University

Lecturer, Machine Learning

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
Michigan.

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.

Agenda

8:00am

Arrival, refreshments, and networking

9:00am

Keynote Presentation — Test Automation Tools: Supporting, Not Replacing Your Team

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.

9:30am

Keynote Presentation — Quality Assurance and IT Risk Management at Deutsche Bank

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.

10:00am

QA Transformation and Automation across Enterprise at Vantiv

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.

10:30am

Coffee & Networking

11:00am

Panel Discussion – “Vendor Risk Management: How to Control Software Risk”

Panellists:

• 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.

11:35am

Behaviour Driven Development (BDD): The Outer Limits

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.

12:05pm

Combatting Cyber Security Exploits With Quality Management and Business Transformation

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.

12:35pm

Lunch & Networking

13:35pm

Panel Discussion – “Financial Firms, the DevOps Revolution and the Latest in Automated Quality Assurance Technologies

Panellists:

• 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.

14:10pm

Shifting Left Without Sacrificing Security and Compliance

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.

14:40pm

Taming The Legacy Dragon: The First Step on a DevOps Transformation Journey for a 20th Century Payments Infrastructure

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.

15:10pm

Coffee & Networking

15:40pm

Panel Discussion “Insurance Companies: Evolution and Revolution in Continuous App Delivery”

Panellists:

• 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?

16:15pm

BankMobile: Evolution of a Mobile-First Bank and Fintech Start-up

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?

16:45pm

Panel Discussion: “Quality Assurance, Machine Learning and Artificial Intelligence”

Panellists:

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.

17:20pm

Cocktail Reception

Gold sponsors

Silver sponsors

Bronze sponsors

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