• Speakers

    Fred CookCIONorth Shore Credit Union
    Colin EcclesEVP & CIOUmpqua BankColin D. Eccles, serves as Executive Vice President and Chief Information Officer of Umpqua Holdings Corporation and Umpqua Bank, a position he has held since January 2009. In this role Colin is responsible for all aspects of technology; for bank delivery channels, core banking systems, technology infrastructure, payment services including item processing, ACH & Wires. From January 2002 to January 2009, Colin worked for Washington Mutual Bank, the last 2 ½ years serving as the Chief Information Officer for the Retail Bank’s technology organization. Before that, he worked as Director of Services Delivery for Computer Sciences Corporation (CSC)’s Financial Services Group. Colin holds a MBA from the University of South Africa and a Bachelor of Science Degree from the Witwatersrand University in Johannesburg, South Africa.
    Jim GifasExecutive Vice President and Head of GTS Solutions U.S.Citizens Financial Group, RBS CitizensJim Gifas is Executive Vice President and Head of Global Transaction Services (GTS) Solutions U.S., the transaction services division of Citizens Financial Group. Jim is responsible for the strategy, architecture, delivery and service of business payment solutions. He is also a member of the Executive Leadership Group, the company’s senior leadership team.

    Jim joined RBS Citizens from Citibank in September 2008 and is responsible for the domestic CFG Cash Management and Foreign Exchange businesses including Sales, Product, Implementation, and Client Services.

    Jim has over 20 years of banking experience. In his prior role at Citibank, he ran the Middle Market Treasury Products Group, which included Middle Market Sales, Product, and the Implementation group supporting Cash Management, Trade, and Foreign Exchange nationally. At Citibank he also held various leadership positions in the Global Relationship Bank, focusing on branded consumer and media and telecom global clients.
    Jacob JegherSenior Analyst BankingCelentJacob Jegher is a senior analyst within Celent's banking group. Mr. Jegher's research focuses on emerging technologies and business strategies in retail and wholesale banking. He heads up Celent's online banking research (consumer, small business, corporate cash management) and is a recognized thought leader in this space. His recent research has focused on next-generation online and mobile banking, personal financial management, social media, and financial technology startups. Mr. Jegher has provided strategic consulting on issues ranging from online channel strategy to vendor selection.

    Mr. Jegher manages Celent's IT spending research and is the primary author of Celent's global IT spending report. He also established the Model Bank initiative and is the creator of Celent's annual Innovation and Insight Day.

    Mr. Jegher has been widely quoted in the press including The New York Times, The Wall Street Journal, Bloomberg, the Associated Press, the Globe & Mail, and the Financial Post. He is an experienced speaker and has presented at numerous national conferences and corporate events, including the NACHA Payments and BAI Retail Delivery conferences.

    Before joining Celent, Mr. Jegher was an analyst for BCE Emergis, where he was responsible for business strategy as well as market and competitive intelligence. Previously, he held the position of manager of information systems at Research One International, a healthcare consulting and market research firm based in Canada.
    Kevin L. PetrasicPartner, Global Banking PracticePaul Hastings LLPKevin L. Petrasic is a partner in the Paul Hastings Global Banking practice, resident in the Washington, D.C. office. He advises banks and financial services firms on a wide array of regulatory, legislative, transactional and compliance issues. His practice area includes Dodd-Frank compliance, bank/thrift and holding company regulation, credit card and consumer financial compliance laws, UDAP issues, privacy and data breach, compliance laws impacting payments systems, mergers and acquisitions and other specialized transactions, bank/thrift powers and activities, legislative matters and analysis, mortgage market regulation, and corporate governance.

    Kevin has broad government experience, including serving as Special Counsel, Managing Director of External Affairs, Director of Congressional Affairs, Legislative Counsel, and Assistant Chief Counsel at the U.S. Treasury Department’s Office of Thrift Supervision, as well as Counsel to the former House Banking Committee. Immediately prior to joining Paul Hastings, he worked extensively on the Federal government’s efforts to stem avoidable foreclosures and identify market-based solutions to the nation’s housing crisis. He also has more than 15 years experience preparing Congressional testimony and senior government officials to testify before Congressional Committees, including numerous major pieces of legislation addressed by the Federal Banking Agencies.

    Kevin regularly advises national and international financial firms, including bank subsidiaries of national retail securities brokerage and insurance firms, on a wide array of issues under the Federal banking laws. In this regard, he has extensive understanding and experience working with the Federal Banking Agencies, the House Financial Services and Senate Banking Committees, the U.S. Treasury Department, other financial services regulators, and the financial and national media.

    Kevin is a regular speaker at financial services industry conferences and seminars, appears on various news shows, including Bloomberg Television, Al Jazeera English Television, and The Street.com TV and is a frequent source for numerous financial publications, including The Wall Street Journal, Financial Times, Bloomberg News, Reuters News Service, BNA Banking Report, BNA Real Estate Report, the American Banker and various other national news and financial publications.

    Kevin holds a Juris Doctor from The Columbus School of Law, and a joint Bachelors degree in Economics and Political Science from the University of Delaware. He is a member of the District of Columbia, Maryland, Federal and American Bar Associations, and serves on the Executive Council of the Banking Law Committee of the Federal Bar Association.
    Andres Wolberg-StokSVP, Director of Mobile and Emerging Technologies StrategyNorth America Consumer Banking, CitiAndres Wolberg-Stok is Senior Vice President, Director of Mobile and Emerging Technologies Strategy Lead for Citi's U.S. consumer business. He joined Citi 10 years ago from an international personal-finance startup and has since served in a variety of digital roles, first for Citi's Latin America operations, and since 2004, for its U.S. consumer businesses. Prior to that, he was a media and news executive with Reuters, based in Europe and in Latin America. He speaks three languages and has lived in seven countries. Andres holds a master's degree in communication from the University of Leicester (UK).
    











    

    Editors & Moderators
    

	



    Katherine BurgerEditorial DirectorBank Systems & TechnologyKatherine Burger is Editorial Director of Bank Systems & Technology and Insurance & Technology, members of UBM TechWeb's InformationWeek Financial Services. She assumed leadership of Bank Systems & Technology in 2003 and of Insurance & Technology in 1991. In addition to directing the editorial strategy of both brands, Kathy is charged with the creation and development of new products, editorial supplements, special publications and live and online events including BS&T's Executive Summit, I&T's Executive Summit, Webcasts, live custom events and executive roundtables. Kathy is a frequent speaker/moderator at financial services industry conferences, and also has presented at a number of technology company user group and sales force events, as well as numerous Webcasts sponsored by industry leaders. She is a graduate of Carleton College.
    Greg MacSweeneyEditorial DirectorInformationWeek Financial ServicesGreg MacSweeney has covered technology for the past eleven years, mostly in financial services. A frequent moderator and speaker at industry events, Greg is currently Editor-in-Chief of Wall Street & Technology, a UBM TechWeb media property. Prior to joining Wall Street & Technology, Greg also worked for Insurance & Technology and Bank Systems & Technology, both UBM TechWeb publications. In addition, He covered technology for buy-side institutional investment organizations at Global Investment Technology, a biweekly news magazine. During his career Greg also covered automation technology and enterprise applications for the manufacturing industry while he was managing editor for Managing Automation Magazine, a Thomas Publishing Co. publication.
    




















    








 

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