On the 14-16 November 2018 at the wonderful Sonesta Resort Hilton Head Island in South Carolina, our North American NG Financial Services Technology Summit will bring together a host of senior financial services decision-makers and business leaders to discuss the most pressing challenges – and opportunities – in the fast-moving financial services sector.

The summit looks at a number of key themes, including: innovation: banking breakthrough; payments made here, there, everywhere and dominating data; and reaching for the cloud: IT, compliance and fraud protection.

From case studies lifting the lid on operations inside best-in-class organisations, to workshops and collaborative sessions that focused on real challenges and future technology innovations, to one-to-one meetings with industry peers offering practical advice tailored to attendees’ specific needs, our summits provide executives with everything they needed to implement their key projects more effectively.

Our Approach

Every GDS Summit has one stated aim: to help attending executives implement their key projects more effectively. We do this by developing an in-depth understanding of those executives' project needs, the business outcomes they want to achieve, and the challenges they face in terms of hitting those goals.

Who Attends

Our summits are designed for executives looking to take their business to the next level – from market-leading brands to disruptive new entrants. As such, we’ve worked with some of the world’s best-loved and most forward-thinking businesses.
Apply to attend

Attendees Include

The upcoming summit will welcome executives from some of the world's biggest and most recognisable firms - as well as the most forward-thinking - as they look to address their project challenges.
Image of Mike Harasimowicz
Mike Harasimowicz
D, Data Insights and Corporate Development, Intelligent Solutions Group
JP Morgan Chase
Image of Janie Truitt
Janie Truitt
SVP, Program Delivery Executive, Strategic Card Platform
TD Bank
Image of Mitesh Shah
Mitesh Shah
SVP Information Management
HSBC
Image of Susan Torres
Susan Torres
SVP/National Banking Operations Officer
Northern Trust
Image of Mark Crowson
Mark Crowson
SVP Consumer Lending Technology
PNC
Image of Tony Ross
Tony Ross
SVP Business Systems and Technology
Synchrony Financial
Image of Susan Dean
Susan Dean
SVP Consumer Data Office COCP Information Delivery
Suntrust
Image of Alison Kennedy
Alison Kennedy
SVP Data and Technology Services Operational Risk Mgmt
BB&T
Image of Paul Butler
Paul Butler
EVP, Head of Credit Data Management
Citizens Bank
Image of Manavpreet Thiara
Manavpreet Thiara
SVP Digital Transformation
TD Bank
Image of Doug Fries
Doug Fries
Managing Director – CIO– Card Partnerships
CITI
Image of Aditya Kishore
Aditya Kishore
CTO & Operations
Apple Bank

6 Challenges with Technology in Financial Services

Our summit is focused on solving your strategic challenges
  • Leadership: automation of roles, and how to spend less time serving line-of-business management and more time partnering with it.
  • Personalization: AI, ML, bots and facilitating your company’s no. 1 goal – to be closer to the customer.
  • Transformation: moving from the traditional technology ownership model to a cloud-based, data-based, API-based future.
  • Efficiency + control for existing processes, innovation + support for new business models, linking IT transformation to business goals.
  • Risk management: new channels, new threats, new regulations, new tools.
  • The future of finance, the blockchain, and how we should be organizing now to compete tomorrow
Apply to attend

Summit Schedule

3 Days - 3 Summit Themes - 13 Workshops
Day 1
Day 2
Day 3
Wednesday November 14, 2018
Summit registration
2:00pm - 5:00pm

Grab your name badge, say hello, activate the onsite app and prepare to leave the office behind for two-and-a-half days of networking, learning and intelligence gathering.

Welcome session
4:00pm - 4:25pm

What? When? How? Where? Join our Master of Ceremonies for a brief welcome and orientation session, where we’ll explain your itinerary for the next few days.

Roundtable
4:30pm - 6:00pm
Track 1: Next generation leadership: Digital, collaborative, empowering
headshot of Mark Crowson
Mark Crowson
SVP Consumer Lending Technology - PNC
Roundtable
4:30pm - 6:00pm
Track 2: Next generation customer experience: Experimental, data-driven, personal
Roundtable
4:00pm - 6:00pm
Track 3: Next generation FSP: Transformed, efficient, agile
headshot of Doug Fries
Doug Fries
Managing Director – CIO– Card Partnerships - CITI
Cocktail reception
6:00pm - 7:00pm

Time to kick off your heels, loosen those ties and get to know your fellow summit attendees. Relax, drinks are on us.

Keynote dinner
7:00pm - 10:00pm
headshot of Troy Hall
Troy Hall
Chief Strategy Officer - South Carolina Credit Union

Fine dining, great networking and brilliant industry insight courtesy of our opening keynote speaker. Food for thought – in more ways than one.

The keynote speaker this evening is Troy Hall, Chief Strategy Officer at South Carolina Credit Union. Please join us for dinner as Troy will be speaking on the impact of technology: on employee retention and engagement.

Thursday November 15, 2018
Breakfast
7:15am - 8:00am

The most important meal of the day. Get yourself set for a productive day by joining us for coffee, croissants and more.

Keynote Speech
8:05am - 8:45am
Breakfast keynote - Don’t Be Left Behind: the new norm is push payments - instant, digital, delightful
headshot of Joy Rohde
Joy Rohde
VP New Business Partnerships - Ingo Money
Workshop
8:50am - 9:30am
WS 1: Evolution of Data Platforms in the Cloud Era
headshot of Chandrasekar Papudesu
Chandrasekar Papudesu
SVP Enterprise Data Services - Northern Trust
Workshop
9:35am - 10:15am
WS 2: Digital Transformation – Is It Real?
headshot of Bob Pritchard
Bob Pritchard
SVP Global Sales - Alfresco
Workshop
10:20am - 11:00am
WS 3: Transformation, you (think) you know what you want to do…what now?
headshot of Mark Crowson
Mark Crowson
SVP Consumer Lending Technology - PNC
Workshop
11:05am - 11:45am
WS 4: The New Era of Open Banking
headshot of German Pugliese-Bassi
German Pugliese-Bassi
Co-Founder, CMO & Alliances - Technisys
Workshop
11:50am - 12:30pm
WS 5: Defining, delivering and differentiating through Your digital experience---Tips and tricks that drive impact
headshot of Julie Lane
Julie Lane
SVP Digital - Freedom Mortgage
Lunch & networking
12:35pm - 1:35pm

Worked up an appetite? Recharge those batteries with our buffet-style lunch, and prepare to meet the afternoon head-on.

Workshop
1:40pm - 2:20pm
WS 6
headshot of Chad Riley
Chad Riley
SVP IT - Pinnacle Financial Partners
Workshop
2:25pm - 3:05pm
WS 7: A Night in Tunisia – Two journeys to a software define WAN for a digital enterprise
headshot of Kelly Ahuja
Kelly Ahuja
President & CEO - Versa Networks
Workshop
3:10pm - 3:50pm
WS 8: Track, Convert, Engage your Online Customer
headshot of Leigh MacDonald
Leigh MacDonald
General Manager Direct Channels - Kiwibank
Meetings & Networking
3:55pm - 4:35pm

Take advantage of time to network with fellow summit attendees and further discuss your business transformation projects. Please also check your individual schedules to ensure you are in the right place.

Cocktails, Dinner and Second Night Experience
6:30pm - 10:00pm

Time to kick off your heels, loosen those ties and get to know your fellow summit attendees. Relax, drinks are on us.

Friday November 16, 2018
Breakfast
8:00 am - 8:45 am

The most important meal of the day. Get yourself set for a productive day by joining us for coffee, croissants and more.

Workshop
8:50 am - 9:30 am
WS 10: How Blockchain Could Revolutionize Financial Services
headshot of Jay Krish
Jay Krish
Head of operational risk - State Street
Workshop
9:35 am - 10:15 am
WS 11: Engaging With The Modern Customer
headshot of Walt Strubbe
Walt Strubbe
Vice President of Sales - Tata Communications
Meetings & Networking
10:20 am - 11:00 am

Take advantage of time to network with fellow summit attendees and further discuss your business transformation projects. Please also check your individual schedules to ensure you are in the right place.

Workshop
11:05 am - 11:45 am
WS 13: The Identity Defined Security Alliance
headshot of Thomas J Malta
Thomas J Malta
Head of Enterprise Access Management - Wells Fargo
Workshop
11:50 am - 12:30 pm
WS 14: Security Awareness: How well do you know your organizations security?
headshot of Richard Alberto
Richard Alberto
Business Technology Risk Manager - TD Bank
Workshop
12:35 pm - 1:15 pm
WS 15: Closing Panel & Wrap Up Session
headshot of Tim Cassidy
Tim Cassidy
MOC - GDS Group
Lunch & Networking
1:15 pm - 2:15 pm

Worked up an appetite? Recharge those batteries with our buffet-style lunch before heading home.

Summit Location

Sonesta Resort, Hilton Head Island, South Carolina

Our events take place at some of the most prestigious venues in the world. Five-star accommodation, dining and amenities make attending one of our summits both business and pleasure. Being productive has never been so much fun.

Previous Summit

Cutting-edge insight, first-class networking - and unparalleled opportunities to improve your project delivery success rates. Find out what you missed last time around...

Latest Case Study

Senior executives love our summits because of the unparalleled opportunity to meet people with ideas on how to move their key projects forward. But don’t just take our word for it…

To discuss how GDS Summits can help you solve your project challenges contact us on: 0117 921 4000 or email sayhello@gdsgroup.com.