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ABOUT

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DETAILS

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RSVP

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SPONSOR

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ABOUT THE PROGRAM
Innovating Distribution for Growth and Profitability is an exclusive two-hour lunch event featuring an expert panel and an open room discussion that will take place in a private room at the historic New York Stock Exchange (NYSE) in Manhattan. Our invitation-only group of 30 senior Marketing, Operations, Product, and Sales leaders from the financial and insurance industries will convene with three simple goals in mind:

• To learn actionable insights and strategies
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• To walk away with valuable new connections from our unique networking opportunity
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• to enjoy a fine lunch with like-minded executives

The event format will feature a moderated panel of industry leaders followed by an open room discussion to promote interactivity. A private tour of the NYSE trading floor and iconic building will be provided after the lunch.

ATTENDEE EXPERIENCE VIDEO
Please click the video below to view 40-second clip that demonstrates the attendee experience:

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ABOUT THE CONTENT

Distribution is now at the forefront of transformation across financial services. The disruptive market landscape brought on by digitization, industry consolidation and specialization, an uncertain yet more complex regulatory environment alongside increased market volatility is reshaping the financial services landscape. To be successful, financial services firms must be able to operate seamlessly and dynamically across functions. Leaders need to collaborate with informed decision making in a “one-number” environment. For distribution, this means reducing costly and time-consuming overhead in administration and operations, increasing share of wallet across distribution channels, and granular understanding of channel and product portfolio profitability. To date, our industry has been challenged with achieving these goals, relying on outdated technology and processes from a bygone era. Our industry panel will discuss lessons learned, experiences and recommendations in an informal fashion without recordings, press, or social media hampering our exchange of knowledge.

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DISCUSSION TOPICS
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• Understanding the seismic shift to digital: the explosion of data, the influence of “fintech” on new business models, and the impact of cloud computing on the technology infrastructure
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• Identifying the challenges – and the opportunities – of a post-crisis regulatory environment
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• Learning how today’s financial services innovators are connecting people, plans, and data to optimize business decision making with granularity and transparency
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• Extracting more return from legacy technology investments while preparing for business at “the speed of the cloud”
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FEATURED PHOTOS FROM THIS EVENT

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MODERATOR
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Paul Melchiorre
Global Customer Officer
‎Anaplan

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PANELISTS
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Tony Klimas
Principal
Ernst & Young

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Larry Nisenson
SVP – Chief Commercial Officer
Genworth Financial

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George Patterson
Managing Director & Head of Technology Investment Banking
HSBC

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Anurag Sehgal
Managing Director, Head of Global Markets Data Analytics
Credit Suisse

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If you have received an invitation and would like to RSVP, or if you would like additional information and to be considered for participation, please email Stephanie Pereira Lima at stephanie.p.lima@bdionline.com. While there is no cost to participate, we require registrants to show up and actively contribute to the conversation.
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DATE
Tuesday, April 30, 2019

TIME
12:00 PM – 2:00 PM EST

LOCATION
NYSE, Siebert Hall
11 Wall St, New York, NY 10005

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ATTENDEE PROFILE
30 senior Marketing, Operations, Product, and Sales leaders from the financial and insurance industries

[button id=”” style=”border” class=”” align=”left” link=”mailto:stephanie.p.lima@bdionline.com?subject=RSVP for the 4/30 Innovation Distribution Lunch Event in NYC” linkTarget=”_self” bgColor=”accent7″ hover_color=”accent5″ font=”20″ icon=”” icon_placement=”left” icon_color=””]RSVP NOW[/button]

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EVENT AGENDA:

12:00 PM – 12:30 PM	Reception, Meet & Greet
12:30 PM – 12:40 PM	Welcome Remarks and Lunch Begins
12:40 PM – 1:45 PM	Panel Discussion and Q&A with Attendees
1:45 PM – 2:00 PM	Interactive Roundtable Discussion
2:00 PM	Tour of the NYSE

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SPONSOR[push h=5]

Anaplan (NYSE: PLAN) is pioneering the category of Connected Planning. Our platform, powered by our proprietary Hyperblock technology, purpose-built for Connected Planning, enables dynamic, collaborative, and intelligent planning. Large global enterprises use our solution to connect people, data, and plans to enable real-time planning and decision-making in rapidly changing business environments to give our customers a competitive advantage. Based in San Francisco, we have over 20 offices globally, 175 partners, and more than 1,000 customers worldwide. Visit www.anaplan.com to learn more.

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ORGANIZER
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Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.

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