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KEYNOTE ADDRESS
IVI WINTER SUMMIT
Presentedby Tim Bidlack
Managing Director, Client Technology Solutions
Business Management Office
February 26, 2013
This presentation contains a selection of non-copyright
NASA images for communicative purposes.
IVI Winter Summit 20132
$26.2 TRILLION $1.4 TRILLION
Assets Under Custody/ Administration Assets Under Management
POWERING GLOBAL INVESTMENTS
SAFEST BANK IN THE US
(Global Finance World’s Safest Banks, 2012)
TOP 10 GREEN POWER
PURCHASERS FORTUNE 500
(US Environmental Protection Agency,2012)
100
36
TRILLION GLOBAL
PAYMENTS DAILY$1.4
COUNTRIES
MARKETS
#1 GLOBAL CUSTODIAN VS PEERS
#1 TRUSTEEFOR US DEBT CAPITAL MARKETS
#1 US CLEARING FIRM BY # OF BROKER-DEALER CUSTOMERS
#1 FUND ADMINISTRATORIN IRELAND
#7 LARGEST GLOBALASSET MANAGER
#3 LARGEST PRIVATE BANK IN THE US
#8 LARGEST ASSET MANAGER ACTIVE IN
THE EUROPEAN MARKETPLACE
IVI Winter Summit 2013
CLIENT TECHNOLOGY SERVICES
3
13,000 IT PROFESSIONALS
GLOBALLY
15-20
% ANNUAL NON-INTEREST
EXPENSE INVESTED IN
TECHNOLOGY
TECHNOLOGY IS AT THE CORE OF OUR PRODUCTS,
SERVICE, EXCELLENCE
*Third-party (vendor) assessment of performance of technical
infrastructure in each of four areas, rated from 1 (low) to 2.5 (good)
FTF News Technology Innovation Awards,2012
• Best IT Initiative for Hedge Fund Operations
• Service Provider of the Year
• Best Enterprise-Wide Outsourcing Solution
American Financial Technology Awards
• 2012 Best IT Team
• Five other BNY Mellon IT Teams named
finalists in various categories
2012 Financial World Innovation Award
BNY Mellon Connect Platform
2012 HP Software Award of Excellence
Project and Portfolio Management (PPM)/
Performance Engineering
Bank Technology News Top 10 Innovators, 2012
Shekar Pannala
Computerworld Premier 100 IT Leaders
2012 Suresh Kumar
2013 Lucille Mayer and Ram Nagappan
IVI Winter Summit 20134
WHERE HAVE I BEEN THAT BROUGHT ME HERE?
IVI Winter Summit 20135
A LITTLE CONTEXT…
14
CONSECUTIVE
UNMANNEDMISSIONS IN
A 6 YEAR PERIOD
FAILED1958 - 1964
I BELIEVE THAT THIS
NATION SHOULD
COMMIT ITSELF TO
ACHIEVING THE GOAL,
BEFORE THIS DECADE IS
OUT, OF LANDING A MAN
ON THE MOON AND
RETURNING HIM SAFELY
TO THE EARTH
JFK
MAY 25TH, 1961
…WE MEET IN AN HOUR OF
CHANGE AND CHALLENGE,
IN A DECADE OF HOPE AND
FEAR, IN AN AGE OF BOTH
KNOWLEDGE AND
IGNORANCE. THE GREATER
OUR KNOWLEDGE
INCREASES, THE GREATER
OUR IGNORANCE UNFOLDS.
JFK
SEPTEMBER 12, 1962
IVI Winter Summit 20138
LESSON #1
EXECUTIVE SPONSORSHIP
CLEAR OBJECTIVES EMPOWER THE TEAM
IVI Winter Summit 20139
FAST FORWARD TO 1969
IVI Winter Summit 201310
JULY 20TH, 1969- FIRST LANDING ON THE MOON
700MILES
PER HOUR
1202ERROR
CODE
IVI Winter Summit 201311
LESSON #2
ASSESS THE SITUATION
WHO HAS THEIR HANDS ON
THE CONTROLS?
WHERE IS YOUR 1202 ERROR
CODE?
IVI Winter Summit 201312
THE NEED FOR SPEED….(USED IN APOLLO 15, 16, 17)
1859THOMAS KITCHENS
PATENT
IVI Winter Summit 201313
TRANQUILITY BASE
IVI Winter Summit 201314
LESSON #3
INNOVATION TAKES MANY FORMS
DON’T REINVENT THE WHEEL BE CREATIVE
IVI Winter Summit 201315
PAYING IT FORWARD…
IVI Winter Summit 201316
LESSON #4
INVEST IN THE LONG GAME
ENGAGE AND EDUCATE
PROVIDE IMPROVEMENT
TOOLS
AND THE FINAL
LESSON
LEARNED....
HAVE FUN.....ENJOY THE RIDE
NASA imagery guidelines available at
http://www.nasa.gov/audience/formedia/features/MP_Photo_Guidelines.html
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IT-CMF Overview

  • 1. KEYNOTE ADDRESS IVI WINTER SUMMIT Presentedby Tim Bidlack Managing Director, Client Technology Solutions Business Management Office February 26, 2013 This presentation contains a selection of non-copyright NASA images for communicative purposes.
  • 2. IVI Winter Summit 20132 $26.2 TRILLION $1.4 TRILLION Assets Under Custody/ Administration Assets Under Management POWERING GLOBAL INVESTMENTS SAFEST BANK IN THE US (Global Finance World’s Safest Banks, 2012) TOP 10 GREEN POWER PURCHASERS FORTUNE 500 (US Environmental Protection Agency,2012) 100 36 TRILLION GLOBAL PAYMENTS DAILY$1.4 COUNTRIES MARKETS #1 GLOBAL CUSTODIAN VS PEERS #1 TRUSTEEFOR US DEBT CAPITAL MARKETS #1 US CLEARING FIRM BY # OF BROKER-DEALER CUSTOMERS #1 FUND ADMINISTRATORIN IRELAND #7 LARGEST GLOBALASSET MANAGER #3 LARGEST PRIVATE BANK IN THE US #8 LARGEST ASSET MANAGER ACTIVE IN THE EUROPEAN MARKETPLACE
  • 3. IVI Winter Summit 2013 CLIENT TECHNOLOGY SERVICES 3 13,000 IT PROFESSIONALS GLOBALLY 15-20 % ANNUAL NON-INTEREST EXPENSE INVESTED IN TECHNOLOGY TECHNOLOGY IS AT THE CORE OF OUR PRODUCTS, SERVICE, EXCELLENCE *Third-party (vendor) assessment of performance of technical infrastructure in each of four areas, rated from 1 (low) to 2.5 (good) FTF News Technology Innovation Awards,2012 • Best IT Initiative for Hedge Fund Operations • Service Provider of the Year • Best Enterprise-Wide Outsourcing Solution American Financial Technology Awards • 2012 Best IT Team • Five other BNY Mellon IT Teams named finalists in various categories 2012 Financial World Innovation Award BNY Mellon Connect Platform 2012 HP Software Award of Excellence Project and Portfolio Management (PPM)/ Performance Engineering Bank Technology News Top 10 Innovators, 2012 Shekar Pannala Computerworld Premier 100 IT Leaders 2012 Suresh Kumar 2013 Lucille Mayer and Ram Nagappan
  • 4. IVI Winter Summit 20134 WHERE HAVE I BEEN THAT BROUGHT ME HERE?
  • 5. IVI Winter Summit 20135 A LITTLE CONTEXT… 14 CONSECUTIVE UNMANNEDMISSIONS IN A 6 YEAR PERIOD FAILED1958 - 1964
  • 6. I BELIEVE THAT THIS NATION SHOULD COMMIT ITSELF TO ACHIEVING THE GOAL, BEFORE THIS DECADE IS OUT, OF LANDING A MAN ON THE MOON AND RETURNING HIM SAFELY TO THE EARTH JFK MAY 25TH, 1961
  • 7. …WE MEET IN AN HOUR OF CHANGE AND CHALLENGE, IN A DECADE OF HOPE AND FEAR, IN AN AGE OF BOTH KNOWLEDGE AND IGNORANCE. THE GREATER OUR KNOWLEDGE INCREASES, THE GREATER OUR IGNORANCE UNFOLDS. JFK SEPTEMBER 12, 1962
  • 8. IVI Winter Summit 20138 LESSON #1 EXECUTIVE SPONSORSHIP CLEAR OBJECTIVES EMPOWER THE TEAM
  • 9. IVI Winter Summit 20139 FAST FORWARD TO 1969
  • 10. IVI Winter Summit 201310 JULY 20TH, 1969- FIRST LANDING ON THE MOON 700MILES PER HOUR 1202ERROR CODE
  • 11. IVI Winter Summit 201311 LESSON #2 ASSESS THE SITUATION WHO HAS THEIR HANDS ON THE CONTROLS? WHERE IS YOUR 1202 ERROR CODE?
  • 12. IVI Winter Summit 201312 THE NEED FOR SPEED….(USED IN APOLLO 15, 16, 17) 1859THOMAS KITCHENS PATENT
  • 13. IVI Winter Summit 201313 TRANQUILITY BASE
  • 14. IVI Winter Summit 201314 LESSON #3 INNOVATION TAKES MANY FORMS DON’T REINVENT THE WHEEL BE CREATIVE
  • 15. IVI Winter Summit 201315 PAYING IT FORWARD…
  • 16. IVI Winter Summit 201316 LESSON #4 INVEST IN THE LONG GAME ENGAGE AND EDUCATE PROVIDE IMPROVEMENT TOOLS
  • 18. HAVE FUN.....ENJOY THE RIDE NASA imagery guidelines available at http://www.nasa.gov/audience/formedia/features/MP_Photo_Guidelines.html