EVENT

Presented annually in Boston

KPMG Business Disruption Forum 2022

60 South Street, Two Financial Center | Boston, MA

Michael Johnson

Michael Johnson

Marketing Manager, New England & Upstate New York, KPMG US

  • Overview
  • Sessions
  • Speakers
  • Thought Leadership
  • Past Sessions
  • Prior Forum Speakers

Overview


KPMG in Boston hosts the annual Business Disruption Forum

The forum is designed to bring together hundreds of executives and professionals from across a wide range of industries to discuss how emerging companies are disrupting an industry, how new technologies are enabling companies to work faster and smarter, and how specific industry sectors are evolving in the wake of disruption.


Special guest contributors are a hallmark of the Business Disruption Forum 2022

To produce the forum in a way that reflects an unvarnished look at the current state of the industry, KPMG brings together our most senior thought leaders with senior industry executives to bring you well-rounded, sometimes provocative, and always hyper-relevant perspectives on trending topics that multiple industries are facing.


You're in good company at the Business Disruption Forum

Building lasting connections with industry peers is critical no matter your professional level or industry segment. Because our Business Disruption Forum attracts hundreds of professionals from all levels of the organizational hierarchy, you'll have an opportunity to meet new contacts and peers, strengthen existing relationships, and build connections that will pay dividends for years.


11% C-level
63% VP/Director
11% Manager
15% Staff

35% Finance
11% Insurance
15% Tech
39% Other Segment


Audience breakdown shown has been derived from the most recent forum registration data

Sessions


1:00pm - 2:00pm: The State of Commercial Real Estate

This session will bring together a panel of industry professionals whose businesses have been altered since the rise of COVID and the change in perception of what is means to go to work. We will cover perspectives on occupancy, sales trends, and reimagining space to fit the new needs/use cases for in-office business as well as share some thoughts on how downtown Boston is evolving.

This session will bring together a panel of industry professionals whose businesses have been altered since the rise of COVID and the change in perception of what is means to go to work. We will cover perspectives on occupancy, sales trends, and reimagining space to fit the new needs/use cases for in-office business as well as share some thoughts on how downtown Boston is evolving.

9:30am - 10:30am: Tech Risk Trends in Financial Services ft. ServiceNow

Over a short span of just a few months, financial services firms have witnessed a veritable revolution in technological change; transition to hybrid cloud environments, the rollout of rapid application development using DevOps methods, and the urgent adoption of work from home applications. KPMG’s Technology Risk leaders Tina Thukalil and Matthew Miller along with financial industry leaders Gregory Kanevski, Kristin Streett, and Alison Musci from ServiceNow will break down what’s going on in the areas of cyber, data governance, regulatory compliance, third party risk, and legacy risk which can all have devastating effects on a firms ability to transact business if not managed properly.


2:00pm - 3:00pm: Complex M&A Transactions

Business has become far more complex, and so has M&A. Markets and business models have been disrupted and lines between industries are blurring. More companies are buying early-stage tech assets to transform business models and digitize operations. This takes place against a backdrop of intense competition for targets, soaring valuations, new investor demands around ESG, and macro challenges, such as snarled supply chains and labor shortages. Today, both deals and deal making are more complex, carry more risk, and require extraordinary synergies to pay off. In this session we’ll discuss how to master complex deals with M&A leaders from the New England area, including specific steps on how best to identify sources of value, prevent value leakage and deliver on your deal thesis.

Business has become far more complex, and so has M&A. Markets and business models have been disrupted and lines between industries are blurring. More companies are buying early-stage tech assets to transform business models and digitize operations. This takes place against a backdrop of intense competition for targets, soaring valuations, new investor demands around ESG, and macro challenges, such as snarled supply chains and labor shortages. Today, both deals and deal making are more complex, carry more risk, and require extraordinary synergies to pay off. In this session we’ll discuss how to master complex deals with M&A leaders from the New England area, including specific steps on how best to identify sources of value, prevent value leakage and deliver on your deal thesis.


10:30am - 11:30am: The New Role of ESG in Banking, Asset Management & Enterprise ft. PIMCO

KPMG’s Liz Ming will give an overview of new expectations and requirements around ESG for enterprise companies the firm is working with as well as some of the solutions for managing them. Afterward, we’re pulling together practitioners who are overseeing and making positive changes including Katherine Blue, KPMG’s Sustainability Service Leader for the Americas, Olivia Albrecht, Head of ESG Strategy for PIMCO, and some of the tech that’s aiding in these efforts for a discussion of where we were, where we are, and where we’re going.

3:00pm - 4:00pm: Go boldly, not blindly, into the metaverse

The metaverse is here. An evolving virtual universe, it brings people together to share interactive, immersive, and social experiences through digital avatars and identities. The metaverse blends consumers’ physical and virtual worlds together through socializing, gaming, shopping, fitness, education, working, training, and entertainment. Simply put, the metaverse is about bringing people together in new and previously unimaginable ways. Get an understanding of what this means for the enterprise and how this relates to the traditional means of conducting business.

The metaverse is here. An evolving virtual universe, it brings people together to share interactive, immersive, and social experiences through digital avatars and identities. The metaverse blends consumers’ physical and virtual worlds together through socializing, gaming, shopping, fitness, education, working, training, and entertainment. Simply put, the metaverse is about bringing people together in new and previously unimaginable ways. Get an understanding of what this means for the enterprise and how this relates to the traditional means of conducting business.


12:00pm - 1:00pm: Client-Centric Relationships in the New Reality ft. Humana, USAA, Edward Jones, PayPal, Salesforce

How has the new reality changed the way financial services firms build relationships with their clients? Shifts in consumer behavior, accelerated by COVID-19, require firms to improve the client experience through a new rhythm of positive interactions—delivered in the digital world.

Join Michael Herman from KPMG and Rohit Mahna from Salesforce for a discussion on the ways that transformation within the financial services industry is helping firms improve both the customer experience and their own performance. A panel of customer experience executives from USAA, Edward Jones, PayPal and Humana will share how digital transformation enabled them to implement a client-centric culture to build strong and enduring relationships.

4:00pm - 5:00pm: The Road to IPO in 2022

The market has rapidly changed within the last 24-36 months. KPMG's Marc Dumaine, leader of New England and Upstate New York IPO Readiness practice, is on the frontlines where companies are looking to IPO or a public company is seeking to merge with a target. In this session, executives will dicuss what it means to be IPO ready in today's market.

The market has rapidly changed within the last 24-36 months. KPMG's Marc Dumaine, leader of New England and Upstate New York IPO Readiness practice, is on the frontlines where companies are looking to IPO or a public company is seeking to merge with a target. In this session, executives will dicuss what it means to be IPO ready in today's market.

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1:30pm - 2:30pm: The Future of FinTech ft. Silicon Valley Bank, MassChallenge, InterGen Data, FiVerity

The Future of Fintech is already here, sometimes it just needs a little help along the way. Massachusetts has a vast array of resources for innovators in the space with MassChallenge, the Mass Tech Collaborative, public sector innovation leaders, and anchor financial institutions across the state with labs to help develop ideas, technology, and leaders.

This panel discussion will bring together mentors from these programs including Rob Baldassare, Principal at KPMG, Devon Sherman, MassChallenge’s Fintech Managing Director, Dan Allred, Senior Market Manager for Silicon Valley Bank’s National Fintech & Payments Strategy Team, Robert Kirk, CEO of InterGen Data, and Greg Woolf, CEO of FiVerity, who will all give insight into where the next hot areas of the space are, where the saturation points might be, and how we keep Massachusetts on the forefront of fintech innovation.



5:00pm - 6:00pm: Cocktail Reception

All sessions shown are eligible for Continuing Professional Education (CPE) credits

Speakers


Sam Berger
Investor
JAWS Estates Capital

Peter Bloomfield
Partner, Real Estate Practice Leader
KPMG

Kari Calzarette
Director, Financial Due Diligence
KPMG LLP

Marc Dumaine
Partner, Deal Advisory
KPMG LLP

Judith Crawford
CEO
Beacon Mobility

Steve Dertien
CTO
PTC

Alona Florenz
VP of Corporate Development
C&S Wholesale

Stephanie Kim
Senior Director, Enterprise Innovation
KPMG LLP

Chris Legg
Senior Managing Director
Progress Partners

Elizabeth O. Lowrey  IIDA, RDI
Principal, Director of Interior Architecture
Elkus Manfredi

Thought Leadership

Past Sessions

Prior Forum Speakers

Kevin Bolen
Principal, National Leader for Strategic Growth Initiatives
KPMG

Mary Buonanno
SVP & CTO
Steward Health Care

Katherine Craven
CFO
Babson College

Judith Crawford
CEO
Beacon Mobility

Steve Dertien
CTO
PTC

Alona Florenz
VP of Corporate Development
C&S Wholesale

Matthew Heinz
Senior Managing Director
Aon

Fred Heller
Vice President, Corporate Development
Nuance Communications

Matt Hillery
CTO
Access Information Management

Janessa Howarth
Partner, Deal Advisory
KPMG LLP

Pete Irwin
Managing Director, Data & Analytics
KPMG LLP

Savvy Katham
Manager, CIO Advisory
KPMG LLP

Colleen Lubic
VP of Finance 
Campbell Soul Company

Jeremy Segal
Senior Vice President, Corporate Development
Progress Software

Robert Weideman
EVP & GM Nuance Enterprise
Nuance


Previous forums

  • Prior forum speakers
  • Faces of the forum

Prior forum speakers

Faces of the forum