Conferences & Education
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Annual Bank Technology & Security Summit
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Program |
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Sum2009 Summit Home | Schedule | Program | Speakers | Online Expo |
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Pre-Summit Workshop
Wednesday, October 149:00 am-Noon (Optional - Fees Apply)
Tips, Tricks, Tools & Secrets on Being a Successful
Project Manager
Ruth Razook, CEO, RLR Management Consulting, Inc.
Marie VerMeer, VP/Senior Project Manager, First Independent Bank
You’ve been tasked as the project manager – but wait, you’ve had only limited or no formal training in project management. Learn tips, tools, secrets and best practices from project management veterans at this interactive workshop including proven methodologies, identifying key stakeholders and how to meet overall objectives. We promise you plenty of take-aways that will increase your project management effectiveness.
Opening General Session
The Disaster Strikes – What
Now? (A Mock Disaster Drill)
Tom Williams, Business Recovery Consulting Manager, Jack Henry &
Associates – Centurion Disaster Recovery
Test your level of readiness to respond to a major disaster event through this disaster drill which looks at multiple crisis situations. You’ll be part of the bank’s decision making team and react to issues created by a catastrophic event and execute steps to protect your customers and employees while providing for a timely and efficient recovery. Whether your bank has a plan or not, this exercise will help you understand what should be in the plan and how to best execute it.
General Sessions
Is Securing the Perimeter
Enough? How Layering IT Security Solutions Can Mitigate Insider Threats
Michael Kirby II, CISSP, CISA, Director & Security Officer,
ProNet Solutions
Cybercriminals are being forced to be creative on how they penetrate and gain access to your customer data, sometimes leveraging authorized insiders to obtain data. Is your data protected? Can your authorized employees truly be trusted? This session will show you new ways on best practices you can implement to ensure your bank is protected.
A Day in the Life of a Social
Engineer – See How Easy It Is To Get Into Your Bank!
Jim Stickley, Chief Technology Officer, TraceSecurity
Instead of a mask, I wear a smile. I don’t use force to get in – I use charm and a well rehearsed story. I’m a social engineer and I nearly always succeed. If I don’t, I try again, and again! From spoofed phone numbers to deceptive emails to walking through the door with a laptop, I routinely defeat complicated and expensive security technologies. Learn what social engineers do and how they do it to be better prepared to combat this emerging threat.
Identifying and Controlling Data
Leakage
Doug Underwood, Managing Director, RSM McGladrey
With many technologies including PDAs, external storage devices, wireless networks being used outside the physical walls of the bank, the number of ways critical customer and proprietary information can be compromised is multiplied. Learn to evaluate the risks associated with various technologies and steps you can take to manage and minimize related inherent risks.
Wrap-Up General Session
Regulator Panel
Lloyd Miller, IT Examination Specialist, FDIC
Duane Berg, National Bank Examiner, OCC
George Mori, Senior Manager and Operational Risk Coordinator, Federal Reserve
Bank of San Francisco
Moderator: Ruth Razook, CEO, RLR Management Consulting, Inc.
An expanded, moderated dialogue with regulators discussing current hot topics, examination issues, trends and insights on new guidance on the horizon.
Concurrent Sessions
Leveling the Playing Field:
Emerging Technologies for Community Banks
Michael Cohn, CPA, CISA, Director, WolfPAC Solutions Group, Wolf &
Company, P.C.
Mobile banking, Web 2.0, VoIP and Software-as-a-Service (SAAS) continue to level the playing field for community banks providing leverage to compete and win. Learn the ins and outs of these and other emerging technologies with a focus on enhancing your bank’s competitive advantage.
Physical and Electronic Security
Trends
Andrew Koller, Vice President/General Manager Banking Division, Henry
Brothers Electronics/National Safe
Hundreds of new security products come out each year, but how do you choose the ones that best fit your needs? We’ll discuss products with features specifically designed for financial institutions and outline key considerations when choosing security equipment.
Computer Forensics &
Electronic Data Recovery
Tim Bryan, Senior Vice President IT Services, Perry-Smith LLP
Computer forensics is a critical part of the bank’s security infrastructure and recent regulatory changes and discovery laws mandate all institutions be able to identify and recover missing or deleted information. Understand your responsibilities and the evolving standards, tools and protocols. Using a live case study demonstration of computer investigations and the latest forensics tools you’ll see how to avoid common pitfalls.
Using Virtualization to Automate the
Network, Server & Desktop
Steve Kaplan, Vice President, INX, Inc.
Virtualization benefits are now common knowledge, but are you prepared for the resulting management challenge and the people and processes that need to change to match the technology implemented? Learn best practices for successfully migrating to and the managing of virtual infrastructure including network servers, disaster recovery, desktops and applications.
Shifting to an Asset-Focused
Cyber Defense
Zaid Akhter, Senior Solutions Executive, HEIT, Inc.
IT security models are evolving – but are you? Traditional models based on security zones, layered defense, and little to no justification beyond fear, uncertainty, and doubt are evolving to integrate risk based decision making and asset identification, classification, and protection. Learn how to change the way your institution thinks about security.
You Are Judged by the Company You
Keep – Choose Your Vendors Wisely
Michael Cohn, CPA, CISA, Director, WolfPAC Solutions Group, Wolf &
Company, P.C.
A follow up to last year’s presentation, this session provides a refresher of Tips, Tools and Techniques for a successful vendor management program and will discuss the challenges associated with managing a vendor management program that is already in place, ensuring consistency in monitoring, reporting and evaluating risk.
Peer Exchange Sessions
WIB Peer Exchange Sessions add peer-to-peer dynamics to the Summit, facilitating the sharing of best solutions to common industry problems, leveraging real-life peer experiences with certain problems and solutions, and elaborating on selected session topics.
Vendor Showcase Express
An excellent opportunity to get a quick introduction to vendors of interest in an efficient, concise presentation format.
PCS-4 Platform: A New Approach to IT Performance,
Compliance & Security
Zaid Akhter, Senior Solutions Executive, HEIT, Inc.
Specifically for the banking industry, HEIT has developed the PCS-4 Platform to solve the challenges created by today’s market contraction and regulatory complexity. It’s a new approach to delivering greater IT value, increased compliance readiness, and threat mitigation to lower your overall franchise risk. Plug into the PCS-4 Platform and plug into new IT performance, compliance, and security benefits.
Strategies and Technology to Mitigate ACH Risk
Jeff Asselin, Centrix Solutions, Inc.
This session will provide attendees with real-world examples how criminals are facilitating unauthorized ACH activity and the industry best practices to detect these transactions. Furthermore, we will review how institutions of all sizes are leveraging automated ACH fraud detection services, including ACH positive pay, to gain a competitive advantage and attract new corporate clients.
HEIT’s Dynamic Risk Management Platform
Steve Gasiamis, Senior Risk Officer, HEIT
Our financial services clients face unprecedented challenges in managing IT budgets as they are being pressured to reduce expenses without jeopardizing compliance. By automating controls and compliance processes, enterprises can literally save millions of dollars in hard costs. HEIT offers an automated IT risk and compliance management platform designed to help financial institutions thrive in the face of mounting pressures to manage and balance risk, compliance and IT budgets. Through this platform, businesses can make impressive gains in their IT risk and compliance efforts including reduced audit burden, increased visibility into current compliance and risk status, and improve leverage of IT resources.
The Road to Operational Efficiency begins with
Integrated Risk Management Practices
Michael Cohn, CPA, CISA, CGEIT Ÿ Director, WolfPACsm Integrated Risk
Management
WolfPACsm is a secure, online suite of risk assessment tools that incorporate the elements of enterprise risk into one integrated solution. With WolfPACsm financial institutions can assess risks, document controls, view centralized results across the enterprise, and validate results against peers. Come see how WolfPACsm has helped over 70 financial institutions minimize exposure to risk while saving time and money.
Video 21
Richard Beyl, Security Consultant, New Age Security Systems
In this stressed economy, fraud and robberies are sure to increase. Assisting law enforcement in the identification of suspects will be critical. Good photos are some of the best evidence for the identification and conviction of criminals. Video surveillance equipment has improved dramatically in the last few years New Age Security Systems (NASS) can provide top quality equipment installed by qualified professionals.
Saving Your IT Department Time and Money
Justin Trammell, Account Manager, Quest
You’ve been asked to do more with less and still maintain flawless systems for your users. While the task may seem daunting, there are strategies to help you cut IT costs and keep your users and management happy. Ask yourself…
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How can we better consolidate our physical hardware?
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How can we better consolidate our software?
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Are there areas of IT we can out-task to better focus on our core business?
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How can we better leverage hosted Hardware and Software solutions?
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Are we making the most of online collaboration?
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What are our hardware leasing options to reduce Capital Expenditure?
We will provide you with options to take back to your own organization. The results? An efficient, cost effective IT department.