EVENT

Presented annually in Boston

KPMG Hot Topics in Financial Services Forum 2021

Our 2021 forum was a success! Relive the experience through the content featured on this page while we plan for 2022.



Michael Johnson

Michael Johnson

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

Kenneth Albertazzi

Kenneth Albertazzi

Partner, Financial Services Industry Lead, Operations & Compliance Risk, KPMG US

  • Overview
  • Sessions
  • Speakers
  • Thought Leadership

Overview


KPMG in Boston hosts the annual Hot Topics in Financial Services Forum

The forum is designed to bring together hundreds of executives and professionals from across the financial services industry, including banking, capital markets, asset management, alternative investments, private equity, and more.

In 2021, the agenda investigated pressing issues for the industry including the role of ESG and impact investing in banking and capital markets; the future of Fintech; client-centric relationships in the new reality; and tech risk trends for financial institutions.

As we continue planning for our 2022 forum, please feel free to explore the content from previous sessions here and stay tuned for the announcement of future programs.


Special guest contributors are a hallmark of the Hot Topics in Financial Services Forum

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 the financial services sector is facing.


You're in good company at the Hot Topics in Financial Services Forum

Building lasting connections with industry peers is critical no matter your professional level or industry segment. Because our Hot Topics in Financial Services 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.


12% C-level
61% VP/Director
15% Manager
12% Staff

33% Asset Mgmt
38% Banking
11% Insurance
18% Other Segment


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

Sessions


9:00am - 10:00am: Tech Risk Trends in Financial Services ft. ServiceNow

Over a short span of just a few months, financial services firms 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, and third-party risk, which can all have devastating effects on a firm's ability to transact business if not managed properly.

Over a short span of just a few months, financial services firms 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, and third-party risk, which can all have devastating effects on a firm's ability to transact business if not managed properly.


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.

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.

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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.

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.

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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.

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.



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

Speakers


Olivia Albrecht
Head of ESG Strategy
PIMCO

Rohit Mahna
SVP & GM, Financial Services
Salesforce

Katherine Blue
Principal, U.S. Sustainability Services Leader
KPMG LLP

Michael Herman
Principal, Customer Advisory
KPMG LLP

Tina Thukalil
Managing Director, Technology Risk
KPMG LLP

Gregory Kanevski
Global Head of Banking
ServiceNow

Rob Baldassarre
Principal, Economic and Valuation Services
KPMG LLP

Devon Sherman
Managing Director, FinTech & HealthTech
MassChallenge

Greg Woolf
CEO
FiVerity

Elizabeth Ming
Managing Director, U.S. Sustainability Practice
KPMG LLP

Robert Kirk
CEO & Founder
InterGen Data

Alison Musci
Director of RIsk Solutions
ServiceNow

Matthew Miller
Principal, Cyber Security Services
KPMG LLP

Dan Allred
Senior Market Manager
National Fintech & Payments
Strategy Team
Silicon Valley Bank

Thought Leadership


Previous forums

  • Prior forum speakers
  • Faces of the forum

Prior forum speakers

Faces of the forum