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vFS3 features many educational breakout session - available to "attend" at your leisure at any hour you wish! This year you don't have to worry about not being able to attend two breakouts......

vFS3 features many educational breakout session - available to "attend" at your leisure at any hour you wish! This year you don't have to worry about not being able to attend two breakouts occurring at the same time! Check them out here: detailed session abstracts and speaker bios.

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  • 1. DNA for Your Business! ON DEMAND BREAKOUT SESSIONS This year’s vFS3 event features many educational breakouts - available to quot;attendquot; at your leisure at any hour you wish! This year you don't have to worry about not being able to attend two breakouts occurring at the same time! Check them out at http://events.unisfair.com/rt/vfs3~2009! As you listen to a breakout, you will have the opportunity to submit questions to the presenter. These questions will be addressed during open panel discussions hosted by IBM experts and veteran model users on the morning of April 30, the second live day of vFS3. Be sure to partake in as many breakouts as possible between April 23 and 30 in order to take full advantage of these open panel discussions! Industry Industry Title (Presenter) Banking / FM Presentation Insurance / Health Plan Index Page # Enabling Smart Insurance (Harsh Davé, Senior Solutions Architect, Silvermoon Silvermoon X 2 Business Systems, Oliver Koernig, Senior Solutions Architect, IBM Software Group, Koen De Maesschalck, IAA architect and Director of Silvermoon Business Systems) What's New in IBM Insurance Process and Service Models for v8.2 (Sakae IAA Update X 3 Iwasawa, Certified Consultant, and Pascal De Maesschalck, IAA Developer, IBM Industry Models) What’s new in IBM Banking Process & Service Models v8.1? Development IFW Update X 4 Enhancements and Extensions for International Trade Finance, Corporate Actions, Payments and CBM (Brendan O’Sullivan, Technical Sales Specialist, IBM Industry Models) The Role of the IFW Industry Models in the IBM Customer Care & Insight Cust Care X 4 Framework (Steve Kopelic, Financial Services Solutions, IBM Software Group) CBM/UBM-IFW Integrated Business Architecture Framework and Tooling CBM/UBM-IFW X 5 (Chris Rudiman, Client Industry / IT Architect, IBM Global Business Services) Industry Models Tooling Support (Aidan Clarke, Architect, IBM Industry Tooling X X 6 Models) Industry Model Driven Development, Management, and Governance with Rational X X 6 IBM Software and Industry Models (Nick Norris, Solution Architect, IBM Rational Software) A Practitioner's Guide to Industry Models Using InfoSphere Data Architect IDA & EME X X 6 and Enterprise Model Extender (Paul Kilroy, IT Architect, BI/Information Management, IBM Software Group) Quick ROI Successes with Business Rules – Case Briefs in Financial ILOG Rules X X 7 Services Applications (Panelists from ILOG – an IBM Company: Brett Stineman, BRMS Product Marketing; Bruno Trimouille, Director Field Marketing Americas; Wee Seong Yeo,,Banking Industry Practice Leader, Maneeza Malik, Financial Services Industry Practice Leader) As of April 17, 2009 Page 1 of 10
  • 2. Industry Industry Title (Presenter) Banking / FM Presentation Insurance / Health Plan Index Page # How to quot;Unfreezequot; Your Process Thinking (Georgina Marimon, IFW Banking Process X X 7 Models Specialist, IBM Industry Models) Dynamic BPM to Optimize Cost and Innovation for Financial Services Dynamic BPM X X 8 (Sanjay Motwani, WebSphere Product Manager for Industry Content Packs, IBM Software Group) Using IBM Industry Models in an SOA Deployment (Robert Mooney, IT SOA Deployment X X 8 Architect, IBM Industry Models) IBM's Data Models and InfoSphere – Information Management Integration Info Mgt X X 8 (Pat O’Sullivan, IT Architect, IBM Industry Models) Accelerating Solvency II and IFRS Phase II implementation with IBM’s IIW X 9 Insurance Information Warehouse (IIW) (Rui Ferriera, Insurance Solutions Specialist, IBM) Banking Data Warehouse Support for SEC US GAAP and IFRS/IAS BDW X 9 Regulatory Reporting (Neil Ryan, IT Architect, IBM Industry Models) Sustainable Basel II and MiFID Compliance with the IBM Financial Markets FMDW - X 9 Data Warehouse (FMDW) (John Carney, Lead Designer – IBM Industry Models Compliance for Financial Markets) Support for the Buy-side Back Office with IBM Financial Markets Data FMDW – Back X 10 Warehouse (FMDW) (John Carney, Lead Designer – IBM Industry Models for Office Financial Markets) Facilitating Disease Management Using the IBM Health Plans Data Model HPDM X 10 (Tom Hanks, Healthcare Industry Solution Executive, IBM Americas) Best of 2008 Don’t miss the “Best of 2008” mini-series featuring case studies delivered at the X X *** 2008 Industry Models User Group by PPS, Physicians Mutual, Wachovia and ING AP! ***See separate guide: Best of 2008 Mini-series Silvermoon: Enabling Smart Insurance (Harsh Davé, Senior Solutions Architect, Silvermoon Business Systems, Oliver Koernig, Senior Solutions Architect, IBM Software Group, Koen De Maesschalck, IAA architect and Director of Silvermoon Business Systems) The Silvermoon Breakout Session is presented jointly with IBM. Oliver Koernig, Executive Consultant from IBM describes an SOA-based Silvermoon Deployment leveraging Silvermoon Components. This work was done jointly by Silvermoon and IBM at the IBM Global Solution Center in Dallas. Koen De Maesschalck, Silvermoon Director and Chief Architect, describes how Silvermoon recommends going from IAA Models to solution. We cover how Silvermoon expertise, accelerators and components can accelerate solution development initiatives and provide a brief update to the PPS story as they go from strength to strength. Silvermoon and IBM invite FS3 attendees to collaborate, taking IAA implementations to the next level. Look forward to interacting with you at FS3! Join us at one of our open forum discussions taking place via Webex at the Silvermoon booth on April 30, 6:30-7:30 and 16:30-17:30 EDT. As of April 17, 2009 Page 2 of 10
  • 3. Bio: Koen De Maesschalck is an IAA architect and director at Silvermoon Business Systems. Prior to his work with Silvermoon, Koen started his professional career as an Actuary in Health and Life insurance in a Belgian insurance company now known as KBC Insurance. Later, in 1996, he joined the IAA team in IBM where he contributed to the development of the IAA object models and assets, including the Interface Design Model, the Specification Framework and IAA XML. Also, while at IBM, Koen focused on assisting IAA customers such as Liberty Life (Johannesburg, South Africa), Physicians Mutual (Omaha, Nebraska) and PPS Insurance (Johannesburg, South Africa) with their IAA based projects. Bio: Harsh Davé is a senior solutions architect with Silvermoon Business Systems. He has 20+ years experience in the US insurance industry as a business and solution architect. Mr. Davé partners with senior business and systems executives to initiate major strategic business initiatives, anchoring the intended business and application transformation in enterprise architecture. Prior to joining Silvermoon in 2009, Mr. Davé was a Senior Client IT Architect at IBM, supporting IBM Sales & Distribution teams in solution definition and design for tier one IBM customers. Most recently he leveraged IAA and Silvermoon offerings for: • A P&C Insurer: Developed the solution architecture for a global claims platform to support a common process in over 100 countries; it is expected to cut operational costs, increase impact of future IT investments and vastly improve business controls • A multi-line Insurer: Developed enterprise architecture approach to identify reuse opportunities across autonomous divisions • A group Insurance Division: Developed approach to requirements & risk mitigation of an initiative to replace Policy Admin platforms across major market segments Bio: Oliver Koernig is a senior solution architect and consultant for the insurance industry with 15+ years of professional experience in the United States and Europe. At present, Mr. Koernig works in an executive consultative sales role for tier one IBM insurance clients in the Americas. In this role, he focuses on helping these companies to gain competitive advantages over their competitors by strategically using innovative approaches and software architectures such as Services Oriented Architecture (SOA), IBM’s Insurance Industry Models (IAA/IIW), Business Process Re- engineering etc.. He also has comprehensive experience in planning and executing large-scale projects from both a business and technological perspective and has successfully lead small and large teams in executing these projects. Mr. Koernig’s owns master degrees in both business administration and computer science and he is a recognized expert and community leader for the IBM Insurance Industry Models. IAA Update: What's New in IBM Insurance Process and Service Models for v8.2? (Sakae Iwasawa, Certified Consultant, and Pascal De Maesschalck, IAA Developer, IBM Industry Models) A primary focus for new content in the Insurance Models is the corporate pension product. Corporate pension is a formal arrangement between a company and its employees - or the employees' union - that provides funding for the employees' retirement. This pool of funds can be financed in several ways and will eventually be used to make periodic payments to retired employees. In most cases, both employer and employees make regular contributions to the plan. Insurance SOA Models v8.2 provides the new content enhancement of corporate pension in the Analysis Process Model, Product Model, Business Object Model and Interface Design Model, all of which are fully aligned and cross referenced one other. Bio: Sakae Iwasawa is an IBM certified CAD (Custom Application Development) consultant, specialized in object technology since 1999. She has been the lead modeler of the IAA Analysis Process Model since 2002. Bio: Pascal De Maesschalck has been working as IAA-developer in the IAA-team since 2001. He has 25+ years experience in IT, combining technical expertise with business knowledge in several Financial Services Industry domains. For IAA, he focuses on bridging the gap between business and IT; developing the model content in the analysis and requirements foundation models; Business Model, Product Model, Requirements Model. As of April 17, 2009 Page 3 of 10
  • 4. IFW Update: What’s new in IBM Banking Process & Service Models v8.1? Development Enhancements and Extensions for International Trade Finance, Corporate Actions, Payments and CBM (Brendan O’Sullivan, Technical Sales Specialist, IBM Industry Models) Overview of development enhancements and extensions in the banking process and service models as released in v8.1 (November 2008). The session will provide a synopsis of the new ‘Trade Finance’ content developed. It focuses on how financial institutions can support companies seeking the necessary capital and liquidity that facilitates them to both manage their cash-flow and manage the increasing risks inherent in international trade. Such risks, which we have seen increase in recent years, include political, commercial, liquidity, market, production, delivery and foreign exchange risks. Financial institutions play a critical role in the management of these risks, thereby helping to reduce or eliminate the possibility of non-payment. Specifically, the session will be used to look at how financial institutions can support companies in terms of offering lines of credit, documentary credits and documentary collections. It will also look at how these development enhancements offer support for green field institutions looking to adopt, in a short period of time, industry proven business processes that can be aligned to their respective technologies. This session will also look at some of the extensions in the Service Model around Corporate Actions and Payments. In conclusion, the session will look at some of the work being undertaken to tighten the interlock between the banking SOA models and CBM. Bio: Brendan O’Sullivan is an SOA Analyst for IBM's Industry Models. In his current role, he specializes on model- driven development for the banking industry (IFW) with primary focus on model-driven architectures, model transformations and service-oriented architectures. He has played a major role in the development of numerous IFW content releases. Before joining IBM, Brendan worked for an international software development organization. He has achieved post graduate degree qualifications in both business and IT. Cust Care: The Role of the IFW Industry Models in the IBM Customer Care & Insight Framework (Steve Kopelic, Financial Services Solutions, IBM Software Group) Customer Care & Insight - In today's environment it is increasingly important to drive new business opportunities while keeping expenses down, yet not losing focus on your customers’ satisfaction. This can be challenging at the best of times, yet there are opportunities that arrive from having truly world-class customer care and insights. IBM's Customer Care & Insight (CC&I) is a software framework designed to improve the customer experience through all customer channels and touch points. The framework is implemented in phases over time, leveraging existing software and generating business benefits at each step along the way. More and more, your customers are asking for a variety of ways to do business with you, including a movement towards self-service kiosks, mobile and web-based channels. The CC&I solution allows you to track these touch-points, and through analytics, understand your best and most profitable customers in a new way. The IBM Information FrameWork (IFW) models are a key enabler for CC&I, providing a solid base of cross-referenced, reusable business content that allows customers to accelerate time to value, reuse, and consistency, and to better comply with industry accounting/reporting standards and regulations. Deploying a Customer Care & Insight Solution can help your bank to: • Increase revenue and customer retention • Reduce cost and achieve operational efficiency • Increase flexibility to support existing and new business strategy • Meet compliance requirements and reduce risk exposure Bio: Steve Kopelic is a Financial Services industry veteran, with 27 years of experience supporting solutions in the Industry, and 10 years with IBM. He currently serves as the Customer Care & Insight (CC&I) leader on the Financial Industry Software Sales team for IBM Americas Group. Steve has deep experience in retail banking, card services, commercial banking, investment banking and financial markets. His experience includes selling and managing engagements involving management consulting, custom software development, modification of IBM middleware and third party application software to meet customer’s requirements, and development of IBM strategy inputs to enable our As of April 17, 2009 Page 4 of 10
  • 5. customer’s business strategies. He has spoken at numerous IBM conferences and external events on the IBM Industry Models and the CC&I solution areas, including the related IBM software products and assets. Prior to joining IBM, Steve served in technical and management positions at Mellon Bank and First Union (now Wachovia Bank/Wells Fargo). He was a Senior Manager in the Management Consulting practice of Ernst & Young LLP, and headed the Charlotte office for MCI Systemhouse. CBM/UBM-IFW: CBM/UBM-IFW Integrated Business Architecture Framework and Tooling (Chris Rudiman, Client Industry / IT Architect, IBM Global Business Services) Need business-IT alignment? Got tooling? This session will focus on addressing those challenges utilizing an integrated Component Business Model (CBM) & IFW business architecture framework with supporting tooling. Partnering with our customers, IBM's has brought our services, software and research organizations together to produce an integrated business architecture framework that includes IFW activities mapped to the Universal Banking Model CBM components. In addition to the business architecture content, the CBM/UBM Tool (beta release v3.0) provides a lightweight Eclipse based capability to manage the business architecture framework content, associated metadata and relationships (i.e. heat maps, relationships of business components to IFW activities/content, metrics, application mapping, etc.). As the CBM/UBM Tool is Eclipse based and supported by IBM Research, it can integrate the CBM/UBM business architecture content with downstream IFW model content supported by downstream Eclipse based tooling such as WebSphere Business Modeler, Rational as well as other non-IBM tooling. Additional capabilities include import and export capabilities (for tooling interoperability), version control of models, as well as the ability to generate various deliverables from the CBM/UBM-IFW models vs quot;hard codingquot; artifacts for various business/IT architecture documents. As businesses grew organically and via acquisitions, various business capabilities and functions were created with even more diverse IT systems to support them. Many IT systems (and the operational areas these systems support) have duplication and overlap, while other business functions have insufficient coverage. As business is rationalized and re-aligns, how do we trace new business functions and capabilities to their supporting IT environment? How do we rationalize Business, its supporting Technology, associated complexity and costs while improving agility? The integrated CBM/UBM-IFW business architecture framework and tooling is targeted at these addressing these challenges and more. The Universal Bank Model of CBM supersedes previous versions of the CBM models, that in the past were mostly Retail/Consumer Bank focused, providing a solid foundation of business processes and rules that span retail/consumer banking, commercial banking, wealth management, financial markets, enterprise portfolio and risk management. The integrated CBM/UBM-IFW business architecture content, tooling and method provides the foundation for “operationalizing” a managed portfolio of assets supporting enterprise initiatives and goals, along with a disciplined and repeatable approach to operational planning and execution across the enterprise based on industry banking reference models. Bio: Chris Rudiman is an IBM Client Industry / IT Architect with over 18 years in the information technology, management consulting and financial services industries. He has extensive experience defining, executing and managing strategic business & IT transformation efforts. This experience spans large scale systems integration efforts, custom development and package solutions delivery. Currently, Chris is focused on mobilizing model-driven Business Process Management (BPM) and Service Oriented Architecture (SOA) enablement capabilities within IBM and for its large financial services customers. This capability spans tooling, method, and content including use of IBM's Component Business Model (CBM) and Information FrameWork (IFW) industry models applied across banking domains such as Consumer/Small Business, Card, Commercial Banking/Lending, Treasury Management and Payments. As of April 17, 2009 Page 5 of 10
  • 6. Tooling: Industry Models Tooling Support (Aidan Clarke, Architect, IBM Industry Models) The new generation of tooling to support the Industry Models content extends InfoSphere Data Architect to provide a single environment for using the Industry Models. The environment integrates the activities required to create all of the content, maintain the traceability relationships between the different models and validates that the content is coherent and consistent. This presentation provides an overview of the tooling and highlights some of the major features. Bio: Aidan Clarke is the architect of IBM's Industry Models Tooling. He is responsible for product strategy, including the relationship with IBM's Software Development Platform and runtime environments. During his twenty-year career in IBM, Aidan has fulfilled a number of thought-leadership roles including specification of the core component platform for a European Aerospace and Automotive research project. He has also held technical leadership and management positions on CIIS and IIW. This positions him with extensive and practical exposure to the needs of and challenges faced by component developers. His continuing focus is on reducing the complexity of software development and implementation through the exploitation of visual development environments and model driven generation of deployment artifacts. Aidan holds a primary degree in Engineering and Mathematics from Trinity College, Dublin. Rational: Industry Model Driven Development, Management, and Governance with IBM Software and Industry Models (Nick Norris, Solution Architect, IBM Rational Software) Enterprise modeling is a key aspect of Enterprise Architecture, SOA, and Model Driven Development. This session uses the concrete example of IBM’s banking and insurance models – a set of re-usable enterprise assets interrelated business, software, and data models – to illustrate IBM’s support for enterprise model driven development, management & governance. This session includes lessons learned from the world’s largest financial institutions’ experiences using, managing, and governing enterprise model driven development with IBM software; the documented methods and tools used; and related product demonstrations. Session attendees will learn about important aspects of IBM’s solution that implements each of these key components and enablers, and how to use them together to achieve the needed business and technical results, specifically: • IBM Banking & Insurance Industry Models (IFW & IAA) • IBM Software (Rational Software Architect, RequisitePro, Asset Mgr, and UCM ClearCase/ClearQuest; InfoSphere Data Architect, Business Glossary; WebSphere Business Modeler) • Cohesive, integrated usage scenarios: Develop with & Customize Industry Models; Govern and Manage Model Driven Development with Industry Models; and Govern and Manage Re-Usable Enterprise Model Assets. Bio: Nick Norris is a business and technical professional who has worked in engineering, software engineering, architecture, technical sales, consulting, and marketing for 18 years – the last 9 years with IBM Rational Software. Currently working as an IBM Rational Solution Architect, Nick provides on-going focus and leadership to improve business and technology alignment and results with a business-driven development approach. He is also a published author and has been a featured presenter at numerous conferences and events around the world including Rational User Conferences, Industry Model User Group Conferences (board and general sessions), IBM SOA Executive Architect summits, and many Fortune 50 companies. IDA & EME: A Practitioner's Guide to Industry Models Using InfoSphere Data Architect and Enterprise Model Extender (Paul Kilroy, IT Architect, BI/Information Management, IBM Software Group) This session introduces the Enterprise Model Extender (EME) tool for Infosphere Data Architect (IDA). EME extends IDA with key features to support the Industry Models content. This session introduces the main features of EME with particular focus on practical use of the tool. As of April 17, 2009 Page 6 of 10
  • 7. Bio: Paul Kilroy is an IT Architect in the Industry Models and Assets Lab Services team, with particular focus on the Enterprise Model Extender tool. Paul has 17 years of IT experience, and has previously held positions as an Information Architect for both IBM Software Group and Informix Software. Paul holds a primary degree in Computer Science and Mathematics from University College, Dublin. ILOG – Rules: Quick ROI Successes with Business Rules – Case Briefs in Financial Services Applications (Panelists from ILOG - an IBM Company: Brett Stineman, BRMS Product Marketing; Bruno Trimouille, Director Field Marketing Americas; Wee Seong Yeo,,Banking Industry Practice Leader, Maneeza Malik, Financial Services Industry Practice Leader) BRMS product and financial services domain experts review several case briefs on the use of business rules in banking, insurance and capital markets, for operations including up-selling and cross-selling, commercial lending approvals, charge calculation, centralized accounting, underwriting, trade matching, portfolio optimization and inkinding. Applications and before/after metrics are presented, along with an overview of the impact of BRMS on agility and quick response to change. Bio: Brett Stineman is the Director of Product Marketing for ILOG’s Business Rules Management product family. Over the course of his career, he has been involved in marketing, product management and operations at various enterprise software companies, focused on business rules management, business process management, content management and hosted applications. Bio: Bruno Trimouille is Director of Market Development for Financial Services at ILOG. Having joined ILOG in 1997, Mr. Trimouille brings over 10 years of experience is bringing automated decisioning to the financial service industry. Mr. Trimouille has over in-depth experience in the field of business rules technologies and their application to specific- industry problems in finance and insurance. Prior to joining ILOG, Mr. Trimouille spent several years in software engineering positions at Thomson (now Thales) and various French System Integrators focused on financial services. Bio: Wee Seong Yeo manages the Payments practice within ILOG, as well as providing domain expertise for the global banking industry. Yeo has 10 years of client-side banking management experience, working in many areas of banking operations, from credit analysis to leading technical operations for loan origination and workflow systems. Process: How to quot;Unfreezequot; Your Process Thinking (Georgina Marimon, IFW Banking Models Specialist, IBM Industry Models) A “back to basics” session on how to do process modeling and why it is necessary to have a structured framework such as the IBM Information FrameWork (IFW). The IFW models are key enablers for process modeling - underpinning the ability to identify reusable business content. This in turn enables accelerated time to value, reuse, consistency, and better compliance with industry accounting/reporting standards and regulations. Bio: Georgina Marimon is an IFW expert, with over 15 years of experience in the Financial Services industry. She currently serves as a worldwide SME for the industry models on the InfoSphere Tiger team. Georgina has deep experience in retail banking, and commercial banking - her experience includes having worked in engagements involving process transformation both for business and systems transformation. He has spoken at several IBM conferences and external events on the IBM Industry Models. Prior to joining IBM, Georgina worked in the change management and project departments of several major European Banks. As of April 17, 2009 Page 7 of 10
  • 8. Dynamic BPM: Dynamic BPM to Optimize Cost and Innovation for Financial Services (Sanjay Motwani, Senior Product Manager, WebSphere BPM, IBM Software Group) Insurance carriers are becoming increasingly customer-focused. With tight competition for premium dollars, it is crucial to provide agents and customers with the service levels they expect. In the banking industry, timely execution of transactions is paramount. Today’s insurance and banking payment operations are often fragmented, complex, inflexible and costly. Innovating new methods for processing payments and transfers is hampered by the need for guaranteed uptime. And new regulatory requirements add further complexity. It’s clear that the need for change is the only constant in business. Yet most organizations are unable to effectively manage the processes that underlie even modest business changes, much less to plan for responses to the whirlwind of external and internal mandates. The good news is that business process management (BPM) offers a cohesive set of capabilities and best practices that can help swing the pendulum in the other direction. Although traditional approaches to BPM can yield strong business results through speed and efficiencies, advances in dynamic process management, which leverages service oriented architecture (SOA), can spur a quantum leap in your ability to respond quickly and effectively to change and business needs, resulting in an agile enterprise. IBM’s dynamic BPM powered by SOA capabilities let you harness the power of change by enabling you — continuously and dynamically — to optimize your business processes. It also helps you better align IT with the business, by sharing, discovering and reusing business processes. And you can get started even quicker with IBM’s Industry Content packs. It contains a variety of prebuilt assets, with extensive, industry-specific best practices content designed to further accelerate deployment. Bio: Sanjay Motwani is a senior product Manager in WebSphere group in IBM's software business. He has been responsible for concept, strategy and product management of Industry Content Packs, a set of industry-specific WebSphere accelerators. Sanjay has deep industry domain skills with subject matter expertise in the Insurance domain. He regularly works with customers and specializes in Business Process Management, Industry Solutioning, Process Reengineering, Product Management, Services Oriented Architecture and Industry Standards. Sanjay is based out of IBM's offices in Austin, Texas, USA. SOA Deployment: Using IBM Industry Models in an SOA Deployment (Robert Mooney, IT Architect, IBM Industry Models) An overview of the SOA Model usage scenario will be provided. The supported model formats will be presented as well as how the Process Analysis (APM), Service Analysis (BOM) and Service Design Model (IDM) can be developed and maintained in an IBM application landscape. Finally, platform specific model generation will be discussed in the context of the Industry Models IDM to WSDL model generators. Bio: Robert Mooney joined IBM’s Industry Models lab in 2005. He is primarily focused on customer integration issues and is responsible for developing the usage scenario for the lab’s SOA content. Prior to joining IBM, Robert worked as a software consultant developing high-availability distributed applications for the financial, retail and medical industries. Robert holds both a BA and MSc. in Computer Science from Trinity College Dublin. Info Mgt: IBM's Data Models and InfoSphere – Information Management Integration (Pat O’Sullivan, IT Architect, IBM Industry Models) This presentation outlines how the industry models can be used in conjunction with the overall IBM Information Management portfolio of products. Bio: Pat O’Sullivan is currently one of the Industry Models Architects with responsibility for defining the technical future direction of the IBM Industry Models. Previously Pat was the development Manager for the IBM Industry Models and has been involved in the Industry Models since 1994. Pat was one of the initial design team members responsible for the Banking Data Warehouse. Pat joined IBM in 1985. As of April 17, 2009 Page 8 of 10
  • 9. IIW: Accelerating Solvency II and IFRS Phase II implementation with IBM’s Insurance Information Warehouse (IIW) (Rui Ferriera, Insurance Solutions Specialist, IBM) The International Financial Reporting Standards (IFRS Phase II) and Solvency II regulatory compliance requirements, combined with the renewed focus on Enterprise Risk Management (ERM), are having a major impact on how insurers manage their business. This presentation describes the business and IT challenges related to data management and data integration, and then discusses how leading insurers are addressing risk management and compliance issues by deploying enterprise-wide information management capabilities enabled by IBM's Insurance Information Warehouse (IIW). Bio: Rui Ferreira - as an Insurance Industry Solutions Consultant - has worked on Enterprise Risk Management and compliance solutions for the insurance industry. He has extensive experience with model-based solutions, such as IBM’s Insurance Application Architecture and Insurance Information Warehouse, and supports customer implementation projects with leading insurers globally. Before joining IBM, Rui Ferreira worked in Asset Management for Fortis Bank, as a developer of risk management analytical tools in support of the Research and Strategy group. He has also done research in physics at CERN—the European Laboratory for Particle Physics in Geneva. Rui Ferreira has a Ph.D. degree in Physics from the Technical University of Lisbon and an Executive M.B.A. degree from the European University in Geneva. BDW: Banking Data Warehouse Support for SEC US GAAP and IFRS/IAS Regulatory Reporting (Neil Ryan, IT Architect, IBM Industry Models) Learn how the Banking Data Warehouse (BDW) supports the details of requirements analysis in a comprehensive and integrated form, based on business content. At the end of this session, attendees will: (1) Have a better understanding of the content of BDW (2) Know how the BDW supports specific business scenarios such as SEC US GAAP, IFRS/IAS (3) Be aware of how the BDW content can be integrated with XBRL. Recommended audience: Data or Content Steward; Data, Content or Information Architect; Database Administrator; Enterprise Architect; IT Manager Technical/Topic area: Business Intelligence & Dynamic Warehousing, Data Quality & Governance, Enterprise Content Management, Master Data & Models, Patterns and Modeling, Risk and Compliance Bio: Neil Ryan is an IT Architect working in the Industry Models development team and has completed the last 6 releases of the Banking Data Warehouse. With over 14 years of IT experience working at executive, managerial and operational levels, his financial, utility and telecom business experience has allowed him to complete a wide variety of operational assignments. Neil holds a Master Degree from Kingston University London. FMDW – Compliance: Sustainable Basel II and MiFID Compliance with the IBM Financial Markets Data Warehouse (FMDW) (John Carney, Lead Designer – IBM Industry Models for Financial Markets) The vast majority of regulatory compliance programs in financial institutions today are project oriented. For example, they respond to individual regulatory requirements separately with different project teams and little systems overlap. In a scenario where the IT requirements of regulatory initiatives such as Basel II are challenging and subject to ongoing change, this “stove-pipe” approach is not sustainable and can quickly become very expensive for both the Compliance Manager and the CIO. In this talk we focus on the data retention and reporting requirements of Basel II and MiFID and illustrate how the IBM Financial Markets Data Warehouse can be used to define an architectural blueprint for more sustainable, lower cost regulatory compliance. As of April 17, 2009 Page 9 of 10
  • 10. FMDW – Back Office: IBM Financial Markets Data Warehouse (FMDW) Support for the Buy-Side Back-Office (John Carney, Lead Designer – IBM Industry Models for Financial Markets) The IBM Financial Markets Data Warehouse can be applied to address a variety of problems in the Financial Markets domain from MiFID compliance and transaction data warehousing on the sell-side, to enterprise data warehousing supporting back-office functions such as portfolio accounting, custody, cash management and fund performance reporting on the buy-side. In this talk we will overview experiences with a major buy-side client to illustrate how the IBM Financial Markets Data Warehouse can be used to drive overall enterprise data management strategy and build a Global Data Warehouse serving a range of critical back-office tasks. We also overview new content developed for FMDW 8.2 that leverages some of these experiences. Bio: John Carney leads the development of IBM’s Industry Models for Financial Markets offering. He joined IBM's Software Group in 2006, having previously worked for Global Business Services as a Managing Consultant in IT Strategy. Prior to this, he was the CTO of Prediction Dynamics, a software company that developed a risk management platform for hedge funds and broker-dealers. John has B.A. and Ph.D. degrees in Computer Science and has authored several academic publications and international patents in the areas of risk management and data mining. HPDM: Facilitating Disease Management Using the IBM Health Plans Data Model (Tom Hanks, Healthcare Industry Solution Executive, IBM Americas) Overview of Health Plan Analytics application built for UHG/Ingenix Medical Management team to help control the rising costs of chronic kidney disease. *Note also the main tent session, “McKesson and IBM Partner to Deliver BI/Analytics Leveraging IBM HPDM” Bio: Tom Hanks is IBM’s Healthcare Industry Solution Executive for Americas. He is a health care executive with over twenty years of management consulting, information systems, and operations experience. He comes with a broad background in health care business and technology, including founding a successful health care EDI clearinghouse, business strategy consulting, product engineering, managing development of health care applications, and leading PricewaterhouseCoopers’ regulatory health care practice. Tom has deep business and technical experience in both health plan and provider environments and has worked with banking institutions to help them meet the needs of their health care customers. Tom has earned certifications from the Health Information Management Systems Society (HIMSS) as a Certified Professional in Health Information Management Systems (CPHIMS) and from America’s Health Insurance Plans (AHIP) as a certified Professional, Academy of Health Management (PAHM). As a nationally recognized expert, he currently serves on the Board of American Dental Association Business Enterprises (ADABEI) and Workgroup for Electronic Data Interchange (WEDI), and is a past Board member for the Association For Electronic Healthcare Transactions (AFEHCT - now HIMSS), and the Electronic Health Network Accreditation Commission (EHNAC). He has also contributed leadership and guidance for the American Health Lawyers Association (AHLA), Health Care Compliance Association (HCCA), and the Health Finance Management Association (HFMA). Tom has authored or co-authored more than 50 publications and papers, including the URAC HIPAA Privacy Handbook and is a contributor and certified lecturer for the IBM Healthcare 2015 and CEO Study series of publications. He also served as a guest lecturer for master’s level health care courses at Eastern Michigan University and as an instructor for Harvard Colloquiums. As of April 17, 2009 Page 10 of 10