The CIO Roundtable Boston

Founded in 1996 by Alan Loss, the CIO Roundtable is a group of senior IT executive from many of the top financial services firms in Boston, MA. Membership and attendance is FREE for qualified IT leaders working in financial services.
Our monthly meetings combine networking, a quick lunch and words of wit and wisdom from a respected speaker.
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Next Event
Date: Friday, Dec 8, 12:00 – 1:45
Location: New England College of Business, 10 High Street, Suite 204, Boston (same building, second floor)
Topic: IT Services Management: The Foundation for IT Business and Financial Management
Topic Description:
The latest generation of new technologies (cloud, cognitive computing, robotics, etc.) is forcing IT organizations to change the way they manage, measure, and fund their activities. Next-generation IT organizations are being built around a new core value proposition of IT services management – an emphasis on running IT as a “service business” – not for the creation of profit, but to support and affirm IT’s ability to compete and allocate the scarce resources essential to positioning and promoting IT’s business contribution. The foundational business model for operating IT as a service business is evolving IT from an “engineering-oriented” function to a services organization. This new organization relies upon brokering, integrating, and orchestrating the IT “business-oriented” services empowered by 3rd Platform technologies such as cloud, mobile, big data/analytics and social business.
Speaker: Bill Keyworth, Vice President of Research, IDC
About the Speaker: Bill Keyworth is Vice President of Research with a focus on IT Operational Excellence and IT’s new business-oriented performance metrics required for effective use of 3rd Platform.  Digital transformation is quickly moving IT organizations away from traditional IT Service Management (ITSM) previously critical in tracking efficiency of IT infrastructure, applications and assets.  In response, Bill creates research focus on the accelerating demand by IT’s business customers for IT to effectively broker, integrate and manage IT technical services, business services, customer-facing services and ecosystem-facing services so essential to successful digital transformation.
Leveraging over 35 years of successfully defining technology and market trends for managing IT services, Bill has established a reputation as one of the more credible and consistent voices in maximizing IT’s business value contribution.  Leveraging telecom, network management and service management experience gained at multiple corporations, Bill’s uniquely positioned to identify and enhance IT’s “new” role in creating digital transformation.  As vice president and research director at Gartner Group, Bill initiated the successful Network and Systems Management (NSM) service and helped to create a US focus on ITIL processes years before their industry adoption.

Meeting Dates
Sep 15, 2017
Oct 20, 2017:
Dec 8, 2017:
Jan 26, 2018:
Mar 2, 2018:
Apr 6, 2018:
May 4, 2018:
Jun 8, 2018:
Meeting Topics
Steve Lishansky: How CIO’s Become Indispensable Partners
Martha Heller: Top Competencies of the Modern CIO
Bill Keyworth: IT Services Management: The Foundation for IT Business and Financial Management
Henry Zelikovsky and Steve Petrovich: The Cloud - Get Ready ‘Now’ For What Wall Street Sees Coming ’Next’
Kin Lee: Silent Risks for Asset Management / Investment Firms: TPRM, VM, CM & PPM
Robert Hegarty: Top Trends at the Intersection of Financial Markets, Technology, and Data
Ted Penfield: TThe office of the future is here today: Demo of office and technology renovation
Ra'ad Siraj: Uses of Machine Learning in the Investment Management/Servicing Industry

Previous Meeting Topics Have Included:
  • The changing nature of institutional equity trading - Institutional Options Trading
  • Agile in the Enterprise: Making the Transition Performance Attribution
  • Navigating a Paradigm Shift: Risk and Regulation Take Center Stage
  • Dynamic Buy-Side Business Intelligence
  • The Influential Investor
  • Enterprise Mobility - An Update & Outlook
  • Enterprise Productivity & Innovation in the Era of Crowdsourcing and Open Innovation
  • Buy-side Tech Discussion
  • Leading the survival of central IT in the era of cloud computing
  • Why Spreadsheet Controls and Management is Fast Becoming Mainstream
  • Data Management - Some New Looks at an Old Challenge
  • The Influential Investor – How Investor Behavior Is Redefining Performance
  • Recruiting and Retaining IT Talent
  • Tangible Applications of Big Data Eco System in Financial Services
  • Managing Mobility: An IT Megatrend with Enormous IT Ramifications

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