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A finance function focused on the future
Navigating Brexit, IFRS17 and improving operational efficiencies.
Jim Islam, Head of Group Finance, Lloyd’s of London
Anaplan Financial Services Summit
2 October 2018. London County Hall

Join Vuealta at the Anaplan Financial Services Summit

The Anaplan Financial Services Summit is a premier event for leaders in banking, finance, insurance and investment management who must modernize their technology infrastructure to support profound and frequent changes in a highly regulated and volatile environment.

Hear from our customer Lloyd’s of London, along with a host of Financial Services companies who are transforming their finance functions with Anaplan’s Connected Planning.

Venue

London County Hall (Lord Suite)
Riverside Building, Belvedere Rd, Lambeth, SE17PB.

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Agenda

9.00

Registration and coffee

9.30

Welcome/Agenda

9.40

Finance Transformation in Financial Services

A panel of insurance and asset management experts will discuss the business drivers and strategic objectives of today’s finance transformation programs, the role of technology and benefits of the Anaplan platform.

Speakers

Andrew Carleton - Partner, Bain & Cie (Moderator) 
Ray Curbelo - Head of Group FP&A, Unum 
Jim Islam - Head of Group Finance, Lloyd’s of London 
Florian de Pontcharra - Head of Group FP&A, Natixis Investment Managers 
Chris Thomas - Financial Controller, Legal & General Retirement

10.20

IFRS17 implementations and FP&A opportunities

In this presentation, Deloitte will talk about the challenges of IFRS17 implementations and the related FP&A opportunities and demonstrate their IFRS17 solution leveraging the Anaplan platform.

Speakers

Alex Panayi - Partner Actuary, Deloitte UK 
Thierry Lotrian - Partner, Deloitte 
Jason Makins - Director, Deloitte

11.00

Coffee Break

11.20

BPCE Digital Transformation; ambitions, achievements and perspectives

Early 2017, BPCE launched a very ambitious and comprehensive 3-year digital transformation plan. This presentation will describe the ambitions of this plan, what has been achieved in the first 18 months, our learnings and how we are intending to orient our actions in the next 18 months.

Speaker

Mung Ki Woo - Senior Vice-President Digital Banking, BPCE

11.50

Digital disruption in retail banking

A panel of banking experts will discuss digital transformation initiatives, their impacts across the various functions of the banks, the role of technology and benefits of the Anaplan platform.

Speakers

Alex Barkley - Head of Fintech, Data Engineering and Cloud Procurement, HSBC
Michael Downer - Manager Global Forecast and Planning, FCR and KYC Operations, HSBC

12.20

Anaplan innovation in financial services: Making smart predictions with Artificial Intelligence

This presentation will feature Anaplan’s state of direction in the area of Artificial Intelligence and Machine Learning, how it can apply to the financial services industry and what benefits to expect. The presentation will be followed by a live demo in Anaplan of a risk management use case in banking.

Speakers

Henri Wajsblat - Head of Financial Services Solutions, Anaplan
Mark Deprez - Head of EMEA Solution Consulting, Anaplan
Vincent Wiencek - Director, Chappuis Halder

13.00

Networking lunch

Afternoon Break-out sessions (Lord 1)

14.00

A Finance function focused on the future

Navigating Brexit, IFRS17 and improving operational efficiencies.

Speakers

Jim Islam - Head of Group Finance, Lloyd’s of London
Adam Bimson - Director, Vuealta

14.30

The road to FP&A transformation at Unum Group

How Anaplan is helping to enable transformation of the Global Financial Planning & Analysis team and their value delivered to the enterprise.

Speakers

Ray Curbelo - Head of Group FP&A, Unum
Jacob Edds - Director FP&A, Unum

15.00

Coffee Break

15.20

ZBB: A superior way to manage costs in insurance

Zero Based Budgeting is gaining traction across many industries, including financial services, as a superior way to manage costs. Andrew will describe the key elements of an effective zero based budgeting capability, the typical benefits for insurers and the common pitfalls to avoid.

Speaker

Andrew Carleton - Partner, Bain & Cie

15.50

Performance Optimization in asset management

Learn how Natixis Investment Managers leveraged the Anaplan connectedplanning platform to transform its controlling function as a strategic functionfor the business and drive operational efficiencies in the performance analysisof the asset under management portfolio.

Speakers

Florian de Pontcharra - Head of Group FP&A, Natixis Investment Managers 
Adrien Meyer - Manager Finance & Risk, Accenture

Afternoon Break-out sessions (Lord 2)

14.00

Leveraging Anaplan to Transform the FTSE100’s Largest Private Equity Firm

3i Group started their Anaplan journey with a focus on operational expense planning to streamline the annual Group annual budget process. Based on the success of this initial deployment the Finance Team has undertaken a true transformation of modelling and forecasting across both corporate and lines of business.

Speakers

Jasi Halai - Finance Director, 3i
Nick Moore - Executive Director, Lionpoint Group

14.30

Retail Banking Branch transformation

Consumer Banking is undergoing a massive transformation. Digitalisation, demographic shifts, and competitive pressures are creating new opportunities – and complexity in planning for the future. Join us to see how Anaplan helps retail banking leaders drive informed decisions for future growth and profitability leveraging the power of Connected Planning.

Speakers

Andy Davidson - Financial Services Sales Strategy Leader, Anaplan
Jonty Gethin - Financial Services Solution Consulting, Anaplan

15.00

Coffee Break

15.20

Enabling digital disruption in wealth management

Nutmeg is driving digital disruption in the investment management sector and use Anaplan to help plan a rapidly growing and successful business. Anaplan has transformed the ability to model and is a key FP&A tool. Nilesh is hands on in Nutmegs use of the Anaplan platform and will discuss how this journey has been for him and the business.

Speakers

Nilesh Gorsia - FP&A Manager, Nutmeg
Neil Doyle - CEO, Bedford Consulting

15.50

Banking Stress Tests

Complying with the European Banking Authority’s stress testing guidelines and methodologies requires banks to adapt their organization and systems. In this presentation, Anaplan and industry-expert Chappuis Halder will address the stress testing challenges, best-practice methodologies of implementation and the benefits of the Anaplan platform, including a live demo of the solution

Speakers

Jonty Gethin - Financial Services Solution Consulting, Anaplan
Vincent Wiencek - Director, Chappuis Halder