Celent's 2017 Innovation and Insight Day: SOLD OUT

Boston, Massachusetts
Tuesday, April 04, 2017

Featured Speaker

Andy Rear
Chief Executive,
Digital Partners
Munich Re

Andrew Rear is the Chief Executive of Munich Re Digital Partners. He joined Munich Re in 2010, leading the Asia, Africa and UK life businesses until May 2016 when he took up his current role. Digital Partners is a global business working with, and investing in, start-ups, digital verticals and the sharing economy, with the ambition of building a more engaged proposition for insurance customers. Prior to joining Munich Re, Andrew was a partner and head of the EMEA insurance practice at Oliver Wyman.

Celent Speakers

Craig Weber

Craig Weber is the Chief Executive Officer of Celent. He leads a team of associates spread across North America, Europe, Latin America, and the Asia-Pacific region. Craig is a passionate advocate for sensibly creating business value through technology. Celent has grown significantly since Craig became CEO in January 2012. In addition to maintaining the firm’s traditional coverage of IT and business strategies, Craig has added coverage of innovation and emerging technologies. Craig is frequently featured as a speaker at industry events, and his comments on business and technology topics have appeared in USA Today, The Chicago Tribune, AP Newswire, Best’s Review, Business Insurance, and Technology Decisions, and he has appeared on CNBC’s On the Money.

Banking Speakers

Dan Latimore
Senior Vice President, Banking

Daniel W. Latimore, CFA, is the Senior Vice President of Celent’s Banking Group and is based in the firm’s Boston office. Dan’s areas of focus include consumer behavior, innovation, and technology-enabled strategy. Dan has been widely quoted in the press, including the Boston Globe, CNBC and CNBC Europe, and American Banker. He has been a frequent speaker at industry conferences and client presentations, having delivered addresses in more than a dozen countries to audiences ranging from intimate meetings with CEOs and central banks to keynote speeches to 800 people. He has held senior management positions in research groups at Deloitte and IBM, has worked in industry at Merrill Lynch and Liberty Mutual, and was a consultant at McKinsey & Co.

Zilvinas Bareisis
Senior Analyst, Banking

Zilvinas Bareisis is a Senior Analyst within Celent’s Banking Group and is based in our London office. Zil’s research focus is on retail payments, particularly cards and alternative payment methods. As an analyst, and in his previous role as a management consultant, Zil has served leading banks, other financial services institutions, and their technology and service providers in Europe, the US, the Middle East, and Asia-Pacific. Before joining Celent, Zil was a Principal at Oliver Wyman Financial Services, and he has also worked at Diamond Management and Technology Consultants and Cambridge Technology Partners. Zil has been widely quoted in the press, including The Banker, The New York Times, American Banker, Los Angeles Times, PaymentsSource, and Cards International.

Susan Feinberg

Senior Analyst, Corporate Banking

Susan Feinberg is a Senior Analyst with Celent’s Banking practice and is based in the firm's Boston office. Her research focuses on treasury management solutions (payables/receivables/liquidity), trade & supply chain finance, and digitizing the corporate client experience. With over 30 years of experience, Susan is a recognized thought leader and trusted advisor in the corporate banking technology space. Previously, Susan was a senior research director in CEB TowerGroup’s Wholesale Banking practice, where she published groundbreaking research on a wide range of topics including mobile and tablet solutions for corporate banking, business-to-bank integration, supply chain finance and the integration of cash and trade, electronic bank account management (eBAM), and commercial loan monitoring technology.

Stephen Greer
Analyst, Banking

Stephen Greer is an Analyst with Celent’s Banking practice and is based in New York City. His research focuses on retail banking trends, with an emphasis on digital transformation and digital channel technology. Prior to Celent, Stephen worked for Springboard Research (now Forrester), where he wrote and consulted on Internet and Communication Technology (ICT) and  market dynamics in the Middle East and Africa. In his time at Springboard, he wrote key reports and led projects for major global corporations, influencing strategy across the MEA region. Previously, he worked at a private investment firm supporting client relations and data analysis

Patricia Hines, CTP
Senior Analyst, Banking

Patricia Hines, CTP, is a Senior Analyst with Celent’s Banking practice and is based in Charlotte, North Carolina. Her areas of research include global transaction services and wholesale banking with a particular emphasis on treasury and cash management, corporate banking delivery channels, and trade and supply chain finance, along with commercial and small business lending. Patty has over 20 years of experience in financial services. Prior to Celent, she was a Research Director in Wholesale Banking at CEB TowerGroup, where she conducted primary research focused on industry trends, strategic business drivers, and technology solutions in commercial lending and small business services. She has also positions at FleetBoston Financial, Wells Fargo, Citibank, MuleSoft, OpenText GXS, and S1 Corporation (now ACI Worldwide).

Gareth Lodge

Senior Analyst, Banking

Gareth Lodge is a Senior Analyst with Celent’s Banking practice and is based in the firm's London office. His research focuses on payments. Gareth has been widely quoted in the media, including Financial Times, BBC News, CNBC, Bloomberg, Computer Weekly, CardLine, Silicon, American Banker and European Card Review. He is a frequent speaker at such events as SIBOS, EBADay, NACHA Payments, and the Global Payments Forum. Prior to Celent, Gareth worked for Secura Monde International, where he was a Senior Consultant. Prior to that, he was a Regional Research Director of European payments at CEB TowerGroup. He has also worked in corporate strategy at VocaLink Ltd., been an Information Manager at The Technology Exchange Ltd., and was a Senior Researcher at Disclosure First Contact.

Joan McGowan

Senior Analyst, Banking

Joan McGowan is a Senior Analyst with Celent's Banking practice and is based in Atlanta, Georgia. Her research focus is on risk management, regulatory compliance, data security, and data analytics, with a concentration on disruptive technologies for risk transparency and data visualization. She brings a "risk-reward" perspective to strategic decision-making. Joan has over 15 years of experience with technology and growth strategies for global financial markets. She has worked as a Senior Strategist with the leading financial service technology providers FIS Global, Fiserv, and FICO, serving global, international, regional, and midsize banks and credit unions. Prior to that, Joan was a Researcher for BBC North News, and a Managing Editor for The Economist Group.

Bob Meara

Senior Analyst, Banking

Bob Meara is a Senior Analyst with Celent's banking practice and is based in Atlanta, Georgia. His research focuses on the branch and ATM delivery channels, customer analytics and check and cash payment processing technologies. A well-known authority on remote deposit capture, Bob has led multiple consulting engagements, including several proprietary research projects involving financial services hardware, software and the impact of self-service on branch banking. Before joining Celent, Bob was the Director of Product Marketing at Alogent. In this role, he positioned and launched a series of Check 21 payments solutions. Prior to Alogent, Bob also held positions at Stonebridge Technologies, Telemate.net Software, BellSouth, Hayes Corporation, and Procter & Gamble in addition to being a commissioned naval officer.

James O’Neil

Senior Analyst, Banking

James M. O'Neill is a Senior Analyst with Celent’s Banking practice and is based in Chicago, Illinois. His areas of expertise span all major channel and back office banking systems, particularly in corporate banking, systems architecture of legacy systems, and the impact of cloud computing. Jim was previously the Senior Vice President of Corporate Development at Metavante Corporation in Milwaukee (now Fidelity National Information Systems). He also worked for ten years in Europe, in investment banking at Merrill Lynch in London, and in corporate financial management at the Coca-Cola Company. He led the startup of Deutsche Bank's private equity business in Eastern Europe.
Insurance Speakers

Jamie Macgregor

Senior Vice President, Insurance

Jamie Macgregor is Senior Vice President for Celent’s insurance practice and is based in our London office. Within Celent, Jamie has led the development of Celent’s innovation framework and has been a major contributor to shaping Celent’s global insurance agenda. Jamie’s research focuses on IT strategy and the technology challenges facing the European life and pensions market, contributing to the debate around core systems replacement, BPO strategies, the impact of regulation, and, more recently, innovation management. Jamie’s career spans over 18 years in both management consulting and the insurance industry. While in industry, Jamie performed a number of key lead IT / Business interface roles, such as Head of IT Strategy for AXA UK & Ireland, and led change delivery at both AIG and Zurich Financial Services.

Mike Fitzgerald
Senior Analyst, Insurance

Mike Fitzgerald is a Senior Analyst with Celent’s Insurance practice based in Cary, North Carolina. His career includes leadership positions in property/casualty automation, operations management and insurance product development. Mike’s research focuses on innovation, billing, business process and operations, social media, and distribution management. Mike brings extensive industry experience to the analyst role. Prior to joining Celent, he was Vice President of Enterprise Underwriting solutions at Zurich North America, where he led the evaluation of technology alternatives to support a new underwriting product development process. He held a number of positions at Royal & Sun Alliance. His technology implementation experience includes the installation and maintenance of billing, automobile policy administration, and workers compensation automation.

Donald Light
Director, Americas, Property/Casualty Practice

Donald Light is the Director of Celent’s Americas Property/Casualty Insurance Practice. His research and consulting focuses on: technology and business strategy, policy administration, underwriting, claims, reinsurance, and risk analytics. His recent consulting work includes: developing a strategic IT plan for a specialty insurer, vendor selection advisory work for rating, policy administration, and claims; a build vs. buy analysis for core systems; and several due diligence projects for acquisitions. Donald has been widely quoted in the press and media, including The Wall Street Journal, The New York Times, Financial Times, The Economist, NBC and CBS Evening News, CNBC, and National Public Radio. Prior to joining Celent, Donald was an insurance subject matter expert with Sapient.

Colleen Risk
Senior Analyst, Insurance

Colleen Risk is a Senior Analyst in Celent’s Insurance practice. She is based in North America and focuses on life insurance business architecture, new business acquisition and underwriting, and large transformation program change management. Colleen has diverse consulting experience including building and managing a business process outsourcing operation for a top reinsurer, commercializing a black box underwriting algorithm, performing end-to-end technology assessments, evaluating software for vendor selection, integrating and designing straight-through new business acquisition processing, and modernizing legacy policy administration systems. Colleen’s career began at PALLM, where she was a developer. She was also Chief Operations Officer at Vector Technologies, LLC and Vector Insurance Services. Prior to joining Celent, Colleen worked at Majesco Mastek and was also an independent consultant.

Tom Scales
Research Director, Insurance

Tom Scales is a Research Director of Celent’s Americas Life and Health Insurance practice. His research and consulting focuses on industry innovation, operational best practices, and vendor technology. His particular passion is on how to best leverage technology to ensure the best customer and agent experience. He also leads a broad range of consulting projects, such as Deep Dive strategies for both insurers and vendors, and a variety of system selection projects. Tom led the operations and technology organizations for Transamerica, for their US Life insurance companies, including both agent and worksite sales. Tom is a regular presenter at industry conferences, such as LOMA’s Customer Service and LTC/DI conferences.

Wealth and Asset Management Speakers

David Easthope
Senior Vice President, Securities & Investments

David Easthope is the Senior Vice President of Celent's Securities & Investments practice. His expertise lies in electronic trading, market venues, and market structure. David's research focuses on themes of strategic importance in the capital markets sector, including the evolution of market structure, the development of advanced and algorithmic trading, and innovations in both software and services. His recent consulting work involves advising clients on developing advanced trading platforms and new market venues. He has also advised strategic and private equity investors on innovation and trends to help them make more informed investment decisions in the capital markets arena. David has been widely referenced in the press, including Bloomberg, Financial Times, and CNBC.

Brad Bailey
Research Director, Capital Markets

Brad Bailey is a Research Director with Celent's Securities & Investments practice, and is based in the firm's New York office. He is an expert in electronic trading of equities, foreign exchange derivatives, credit, rates, and futures. His research focus is on emerging technology and trading technology across asset classes. Brad has more than 20 years of Wall Street industry experience in trading, technology, sales, strategy, analysis, and consulting. A noted thought leader, he is quoted in the industry and general press, including: WSJ, Financial Times, Bloomberg Business Week, and Forbes, as well as radio and TV. Prior to Celent, he spent nearly seven years at KCG Holdings (formerly Knight Capital) as the Director of Business Development and Corporate Strategy.

Kelley Byrnes

Analyst, Wealth and Asset Management

Kelley Byrnes is an Analyst with Celent’s Wealth Management practice and is based in the firm’s New York office. Kelley has worked on strategic planning for advisor-facing technology and on fixed income trading desks. Kelley also has experience is sales and partnerships, driving channel strategy, regulation, and technical projects for financial institutions. Prior to joining Celent, Kelley was a director at Barclay Investments. She also held positions at Bank of America Merrill Lynch, as an assistant vice president in the wealth management practice and as an analyst on the fixed income institutional sales desk.

John Dwyer

Senior Analyst, Fintech

John is a Senior Analyst in Celent’s Securities & Investments practice and is based in the firm’s London office. His research focuses on Capital Markets FinTech including: Blockchain/ DLT; RegTech; and evolution of the buy-side and sell-side business models. His thought-leadership regarding Blockchain/ DLT has addressed key areas including: macro/ micro prudential management of the financial system; central bank money; gold; private markets; and the potential to build new value chains/ investable assets. John spent fourteen years in equity capital markets (ECM) within investment banking at Merrill Lynch, Goldman Sachs, and Macquarie Capital. He was Head of Emerging Markets ECM, Macquarie Capital; Natural Resources ECM, Macquarie Capital; and Middle East ECM, Goldman Sachs.

Ashley Globerman

Analyst, Wealth & Asset Management

Ashley Globerman is an Analyst with Celent's Wealth and Asset Management practice and is based in the firm's London office. Her research spans the North American and European wealth management markets with a focus on digital strategies and innovation for the self-directed and retail brokerage segments. Ashley’s research also covers wealth management vendor solutions and customer/generational market segmentation models. Ashley has been quoted in a number of trade publications, including: Yahoo Finance, FTSE Global Markets, IBS intelligence, Chartered Banker, eFinancialNews, Finextra, Private Asset Management (PAM) magazine, and WealthBriefing.com. Prior to joining Celent, Ashley was based in New York and worked for Credit Suisse Asset Management on the institutional sales and consultant coverage teams for North America.

Arin Ray

Analyst, Securities & Investments

Arin Ray is an analyst with Celent's Securities & Investments practice and is based in the firm's New York office. Arin's expertise lies in capital markets where he has extensive research experience in exchange trading, clearing and settlement, brokerages, and use of technology in capital markets. He has published research reports on exchange and over the counter trading, exchange strategies, and adoption of trading technology in different sub-segments of capital markets. Arin has been quoted regularly in the media, including Reuters, Wall Street Journal, Financial Times, Dow Jones, Press Trust of India, Economic Times, Financial Express, Finance Asia, Global Investor Magazine, BusinessWeek, Business Standard, Asian Investor, Pension & Investment, Business Week, and Securities Industry News.

Will Trout

Senior Analyst, Wealth & Asset Management

William Trout is a Senior Analyst in Celent’s Wealth & Asset Management group. His research centers on technology strategy and innovation in the securities, wealth management, and banking industries. He has particular expertise in customer experience, data analytics, segmentation, remote delivery models, and pricing and product design. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. Prior to joining Celent, William was head of product and segment development for affluent and high net worth customers within BBVA Compass, as well as a member of the BBVA Group’s global Private Banking management team.

Jay Wolstenholme

Senior Analyst, Wealth & Asset Management

Jay Wolstenholme is a Senior Analyst with Celent’s Securities and Investments practice and is based in New York. His research focuses on Investment Services including portfolio management, portfolio accounting, collateral management and all front, middle and back office processes. His professional experience includes, equities, fixed income, commodities and derivatives trading and processing. Jay has over 25 years of experience within Investment Services. Jay is a recognized industry speaker and has been quoted in Institutional Investor, Securities Industry News, Wall Street & Technology, Water’s Technology and other industry periodicals. Prior to joining Celent, Jay was a research director in Gartner’s Banking and Investment Services Group and a research director of Capital Markets at Hewlett Packard. Previously, he was a group director


Contact Information

  • Phone: +1.617.262.3120

    For information on area hotels click here

Payment Instructions

  • Celent clients and the media can attend at no charge. Non-clients can attend for a registration fee of US$795. Non-sponsoring vendor firms are limited to two representatives. Registration will open for Celent Clients on December 1, 2016. Registration will open for the general public on December 15, 2016.

    Sampling of Registered Firms from Previous Years



    Banco Original

    Bank of America

    Capital One

    Che Banca!

    Citizens Bank


    Coast Capital Savings Credit Union

    Community Choice Credit Union

    Credit Suisse



    First Republic Bank

    Grupo Nacional Provincial

    Hanover Insurance

    The Hartford

    Homesite Insurance Group


    IndusInd Bank


    John Hancock

    Kemper Services Group

    Liberty Mutual Insurance

    Lincoln Financial Group




    Radius Bank

    RBC Royal Bank

    Republic Indemnity Company of America

    Safety Insurance


    Savings Bank Life Insurance of Massachusetts


    Sun Life Financial

    TD Bank


    Webster Bank

© 2019
Quick, easy and affordable online event registration and event management software for all event sizes.