Loading…

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Monday, October 4
 

TBA

ON-DEMAND VIDEO SESSION: Panel Discussion: New Generation of Mainframers - John Mertic, The Linux Foundation; Alex Kim, Vicom Infinity & Jessielaine Punongbayan, Broadcom
For many of the fortune 500 companies the mainframe is and will remain a critical component of the IT infrastructure to run business processes efficiently and process billions of critical transactions safely and securely. Did you know that: - of the world's top 100 banks, 92 use the mainframe for their core business. - The mainframe plays a central role in 23 of the world's largest retail groups. - The 10 largest insurance companies use the mainframe as a strategic platform. - 80% of the world's critical business data still resides on the mainframe. - 85% of total credit card transaction volume is still traded on the mainframe. - Mainframes handle 68% of the workload of all global IT production, but the cost represents only 6% of total IT costs. As experienced professionals are gradually retiring, a new generation of professionals are moving up as the "mainframe experts". In this session, we'll chat with a few ambassadors and leaders from Open Mainframe Project who are this next generation. They'll share their experience with mainframes, how they got into the industry and advice for others.

Monday October 4, 2021 TBA

TBA

ON-DEMAND VIDEO SESSION - If It's Such a Good Idea, Why Haven't We Been Doing It? - Gil Yehuda, U.S. Bank
Open source and InnerSource advocates have mountains of evidence that these practices are objectively better for their organizations. Yet many organizations still resist: "We're highly regulated, we're conservative, we are not used to operating this way..." Why would sophisticated and intelligent organizations resist good ideas? That seems counterproductive. It's worth understanding what drives the resistance to help unblock your company's path to success. This talk will explore essential functional issues that different organizations face. We will use words like "culture" and "behaviors" but will define those words operationally, to be measured and classified. We will focus on the nature of bureaucracy as both a liability and a potential asset to your journey. And we'll recast the modalities of open source as found external to the workplace in terms that make sense internally. As a result, you'll have a framing that will help you translate the conversations that take place here into discussions that you can bring back to the workplace. Instead of evangelizing a message "we should do more open source" you'll be more attuned to ask "what decisions are causing these outcomes?"

Monday October 4, 2021 TBA
Enterprise 1

TBA

ON-DEMAND VIDEO SESSION: How to Maximize Open Source Investment to Drive Business Innovation - Traci Robinson-Williams, Gitlab
Open Source collaboration holds the promise of enabling faster, more efficient, and safer innovation. The challenge lies in leading an organization to leverage its Open Source investment to drive tangible business transformation. Maximizing the value your institution derives from it is far more than a technical consideration; it requires a committed shift in your organization’s cultural approach to the ethos of Open Source and community. Learn: - Why embracing the OSS community and participating in industry-focused projects leads to the biggest business benefits - How investing and reinvesting in contributor communities accelerates long-term innovation - Best practices and tips for maximizing your investment Attend this session to understand how your organization can contribute to and reap the benefits of open source adoption.

Speakers
avatar for Traci Robinson-Williams

Traci Robinson-Williams

Market Insights, Gitlab
Traci Robinson-Williams leads the Market Insights team for GitLab where she previously served as a senior product market leader focused on driving DevOps transformation in Regulated Industries, including FinServ, FinTech, and Public Sector. As a technology business strategist, she... Read More →


Monday October 4, 2021 TBA

TBA

ON-DEMAND VIDEO SESSION: MidPoint - Open-source Identity Management and Governance Platform - Slavek Licehammer, Evolveum
Identity management and identity governance is an essential part of any modern IT infrastructure. It supports automation and security by implementing processes for managing accounts and accesses in the whole infrastructure, as well as enforcing identity or access related policies. Moreover, it provides a unified view on all identity-related data, including historical states, enabling auditing the identity system itself and accounts and access in the whole infrastructure. In this presentation, we would like to introduce the open-source identity management and identity governance system midPoint, adapted in various sectors, including the banking sector and even academia. The presentation will be delivered as a joint effort of Evolveum and ExclamationLabs. Evolveum is a company that steers midPoint development, maintains midPoint community, deploys midPoint, and provides support, training, etc. Exclamation Labs is a partner of Evolveum who deploys and supporting midPoint based solutions, and has experience with identity management in the banking sector. The presentation will introduce midPoint with focus on features and use-cases typical for the banking sector.

Speakers
SL

Slavek Licehammer

Identity Engineer, Evolveum
Slavek graduated from Faculty of Informatics, Masaryk University in Brno, Czech Republic with Master's degree. He works at Evolveum as senior identity engineer where he is specializing in identity management for higher-education. He also works at Masaryk University and CESNET where... Read More →


Monday October 4, 2021 TBA

12:00pm BST

Member Meetings (FINOS Members Only)
For more information, visit the FINOS website.

Monday October 4, 2021 12:00pm - 7:00pm BST
3rd Floor
 
Tuesday, October 5
 

7:30am BST

9:00am BST

Welcome & Opening Remarks - Gabriele Columbro, Executive Director, FINOS
Speakers
avatar for Gabriele Columbro

Gabriele Columbro

Executive Director, FINOS
Gabriele is an open source executive and technologist at heart. He spent over 15 years building developer ecosystems to deliver value through open source across Europe and the US. He thrives on driving innovation both contributing to open source communities and joining commercial... Read More →



Tuesday October 5, 2021 9:00am - 9:15am BST
Enterprise 1&2
  Keynote Sessions
  • Experience Level Any
  • Presentation Slides Attached Yes

9:20am BST

Keynote Session: FINOS Vice Chair Opening Remarks - Russell Green, Managing Director, Deutsche Bank AG
Speakers
avatar for Russell Green

Russell Green

Managing Director, Deutsche Bank
Russell Green is a Managing Director, and the Global Head of Architecture, at Deutsche Bank AG. He spent time as a software engineer in a number of industries before focusing on software architecture and system design in the Financial sector. His current focus is on ensuring that... Read More →


Tuesday October 5, 2021 9:20am - 9:35am BST
Enterprise 1&2
  Keynote Sessions
  • Experience Level Any

9:40am BST

Keynote Session: Open Source Engineering - What’s in it for my Business? - Liz Rice, Chief Open Source Officer, Isovalent
Contributing to open source has never been more popular. There are plenty of clear benefits for individuals, from learning new skills, through the satisfaction of knowing your code is being used by others, to building respect and reputation in the community. But what’s in it for a business? Why should your company invest engineering time & resources in other people’s projects? Liz Rice, Chief Open Source Officer at Isovalent, and Chair of the CNCF’s Technical Oversight Committee explores some of the reasons why some of the world’s most successful enterprises are getting involved with open source communities and investing in open source engineering.

Speakers
avatar for Liz Rice

Liz Rice

Chief Open Source Officer, Isovalent
Liz Rice is Chief Open Source Officer at eBPF pioneers Isovalent, the original creators of the Cilium project. Previously, she was VP Open Source Engineering with cloud native security specialists Aqua Security, and looked after projects including Starboard, Trivy, Tracee, kube-hunter... Read More →



Tuesday October 5, 2021 9:40am - 9:55am BST
Enterprise 1&2
  Keynote Sessions
  • Presentation Slides Attached Yes

10:00am BST

Keynote Session: Driving Essential Change in Financial Regulation - Nick Cook, Alliance for Innovative Regulation & Jane Gavronsky, FINOS
Join us for a conversation between Nick Cook, an established leader in regulation innovation, and Jane Gavronsky, a banking tech veteran, who will explore what it takes to drive innovation in financial regulation, including challenges to overcome, culture to change, technology to adapt, and, of course, how open source can play a role.

Speakers
avatar for Jane Gavronsky

Jane Gavronsky

CTO, Linux Foundation/FINOS
Jane is a senior technology leader with extensive experience in delivering transformative, data-focused technology in the Financial Services industry. Most recently, Jane was Managing Director at Credit Suisse, where she was the Global Head of Reference Data Technology Services. In... Read More →
avatar for Nick Cook

Nick Cook

Head of Global Strategy & Partnerships, AIR - Alliance for Innovation Regulation
Nick Cook is Head of Global Strategy & Partnerships at AIR.  He is based in the UK and joined AIR in September 2021.  Nick works with AIR’s senior team, to help set strategy and priorities to advance and maximize AIR’s impact and to lay out and promote practical new models and... Read More →


Tuesday October 5, 2021 10:00am - 10:20am BST
Enterprise 1&2

10:25am BST

Keynote Session: Key Challenges and Success Factors of Banks’ Move to Public Cloud (And how Open Source is Helping) - Andrew Agerbak, Boston Consulting Group
Andrew will share lessons learned from BCG’s work helping banks move services to the Cloud: the key value drivers, enablers and challenges, including:
  • Value drivers: cost vs agility vs resilience, and run vs change
  • Choices around IaaS vs PaaS vs SaaS; lift & shift vs transform for the cloud
  • Cloud vendor lock-in: where should you be worried, and where does open source unlock the problem?
  • Building Cloud skills and capabilities

Speakers
avatar for Andrew Agerbak

Andrew Agerbak

Partner and Director, Technology & Digital, Boston Consulting Group (BCG)
Andrew Agerbak is a Partner and Director in the Technology Advantage practice at the Boston Consulting Group, where he is the firm’s global topic lead for Cloud and DevOps. He has worked with financial institutions both in the UK and Europe in support of their digital transformation... Read More →



Tuesday October 5, 2021 10:25am - 10:45am BST
Enterprise 1&2
  Keynote Sessions
  • Experience Level Any
  • Presentation Slides Attached Yes

10:45am BST

Coffee Break
Tuesday October 5, 2021 10:45am - 11:15am BST
2nd Floor Foyer

11:15am BST

An Open-sourced Solution to Data Governance? How Legend May Be the Answer to Data Quality Concerns in the Financial Industry - Ffion Acland & Beeke-Marie Nelke, Goldman Sachs
Join Ffion Acland and Beeke-Marie Nelke from Goldman Sachs to learn about how the open sourced Legend platform offers solutions to tackle data governance in the industry and each individual organization. This session aims to create an understanding of what data governance is and how data quality becomes a rising concern in the financial industry. Ffion and Beeke will provide insights into the Legend features that help to resolve some of the most pressing data quality issues. They will also dive into the key role industry standards play when it comes to holistically solving data governance for the entire financial industry.

Speakers
avatar for Ffion Acland

Ffion Acland

Vice President - Data Engineer, Goldman Sachs
Ffion is co-head of the Global Markets Data Models & Governance Team at Goldman Sachs tasked with defining, building and governing the internal data models for derivatives products. Since joining the Data Models and Governance team four years ago, she has contributed to many internal... Read More →
avatar for Beeke-Marie Nelke

Beeke-Marie Nelke

Vice President, Goldman Sachs
Beeke is a Vice President in the Goldman Sachs Data Engineering department and manages the Legend Open Sourcing program focusing on aspects of communication, stakeholder engagement and project management. Legend is the flagship of Goldman Sachs' data strategy and enables both technical... Read More →


Tuesday October 5, 2021 11:15am - 11:45am BST
Integrate 1

11:15am BST

Journeys within FinTech: A Panel on Women’s Career Progression - Rita Chaturvedi & Clair Grayston, Morgan Stanley; Jane Gavronsky, FINOS; Moderated by Tamara Chehayeb Makarem, Scott Logic
Diversity and Inclusion is an area of focus which the FINOS board and community have selected to prioritise. This panel is one of the first initiatives to make a positive difference in this area. In this session we’ll explore the journey of four successful women throughout their impressive careers in technology and finance. The panelists will share their career defining moments and challenges they’ve had to overcome. They will give their perspective on what helped them advance their careers, covering topics from the importance of raising your profile, networking and involvement in open source. We hope to provide insights that will help other women advance in their career, and to provide everyone with a better understanding of the challenges that women face. Everyone is encouraged to participate as all can benefit from the stories shared by the panelists. The panel is interactive and attendees will be encouraged to take part in the discussion by submitting their questions.

Speakers
avatar for Clair Grayston

Clair Grayston

CAO, Morgan Stanley
Clair is an Executive Director and is the Technology CAO for Morgan Stanley’s International and Data division. Based in London, she runs the CAO function across all EMEA and Asia locations and drives execution of the firm’s multi-year data strategy.Clair joined Morgan Stanley... Read More →
avatar for Rita Chaturvedi

Rita Chaturvedi

Executive Director, Morgan Stanley
Rita Chaturvedi is an Executive Director of Morgan Stanley and responsible for Change and Release management for 600 internally developed and 300 vendor applications across Wealth Management Technology Platforms. Prior to joining Morgan Stanley, she held various roles at Bank of America... Read More →
avatar for Tamara Chehayeb Makarem

Tamara Chehayeb Makarem

Lead User Experience Designer, Scott Logic
Tamara is a Lead User Experience Designer at Scott Logic where she designs web, desktop and mobile applications for clients in financial services and the public sector. She has worked in Beirut, London and New York, and designed native and web applications for Fortune 500 companies... Read More →
avatar for Jane Gavronsky

Jane Gavronsky

CTO, Linux Foundation/FINOS
Jane is a senior technology leader with extensive experience in delivering transformative, data-focused technology in the Financial Services industry. Most recently, Jane was Managing Director at Credit Suisse, where she was the Global Head of Reference Data Technology Services. In... Read More →


Tuesday October 5, 2021 11:15am - 11:45am BST
Enterprise 1

11:15am BST

That's Not a Lot of Data; Leveraging Cloud-native Technologies to Collect, Store, Process, Analyze, and Visualize Financial Data - Richard Hartmann, Grafana Labs
Prometheus has taken the cloud-native world by storm and is the widely adopted standard for anything metrics in the cloud-native world. And "metrics" is just another word for "numeric data", "timeseries" just another word for "track changes over time". There's a vast ecosystem of implementations, Open Standards, compatible software, analysis and visualization.  Similar to how Industry 4.0 is disrupting whole industries with technology that's somewhere between standard and borderline obvious in other fields, there are systems in the cloud-native ecosystem which deal with orders of magnitude more data than other fields. There are roughly 41,000 listed companies in the world. CNCF's Prometheus is a standalone data engine which can handle 100,000,000+ time series. CNCF's Cortex, a Prometheus sister project, can scale to 600+ million time series per cluster.  If you're looking for the intersections of FinTech and cloud-native, this is a major one.

Speakers
avatar for Richard Hartmann

Richard Hartmann

Director of Community, Grafana Labs
Richard "RichiH" Hartmann is Director of Community at Grafana Labs, Prometheus team member, OpenMetrics founder, CNCF SIG Observability chair, and other things. He also organizes various conferences, including FOSDEM, DENOG, DebConf, and Chaos Communication Congress. In the past... Read More →


Tuesday October 5, 2021 11:15am - 11:45am BST
Engage

11:15am BST

How Open Source can Address Enterprise Software Ops Challenges? - Kris Sharma, Canonical
Financial institutions across the world are dealing with the effects of COVID-19 crisis and face an uphill challenge in containing the impact on the financial system and broader economy. Business velocity and innovation are critical for financial institutions to sustain and to manage the impact of the crisis. But a significant portion of their IT budget is spent in software operations and maintenance thereby squeezing the budget necessary for business change and innovation .   Reducing the cost of software operations and integration while simultaneously raising business velocity and innovation are imperatives for the finserv sector.  In this session talk, Kris will showcase the power of the open source community to dramatically improve the working lives of DevOps engineers, address enterprise software ops challenges and reduce IT ops costs.

Speakers
avatar for Srikrishna ’Kris’ Sharma

Srikrishna ’Kris’ Sharma

Financial Services Sector Lead, Canonical Ltd
Srikrishna ‘Kris’ Sharma is the Financial Services Sector Lead at Canonical - the company behind Ubuntu. Over the last two decades, Kris has held various leadership positions at management consulting firms providing advisory services to Fortune 100 and FTSE 100 clients.   Kris... Read More →



Tuesday October 5, 2021 11:15am - 11:45am BST
Interact
  Policy / Process / Operations
  • Presentation Slides Attached Yes

11:55am BST

Panel Discussion: Collaborating on a Model and Data Standard - Vijayesh Chandel & Elaine Fraser, Goldman Sachs & Sailesh Pandey, Nomura
FINOS and Legend facilitated collaboration on a model for Currency reference data, with different companies in the financial industry coming together to discuss requirements, current issues around sourcing what is needed for trading and standardising the business information.

A draft model was created and populated with an agreed ‘base’ list of currencies: starting from the ISO standard, enriching this with the issuing country and enhancing it for trading currencies not recognised in ISO (e.g. for ‘offshore’ trading).

We will show how this collaboration was achieved, describe the current state of the model and currency list, then cover the next steps of allowing access to the list via the model.

Speakers
avatar for Vijayesh Chandel

Vijayesh Chandel

Executive Director, Goldman Sachs
EF

Elaine Fraser

Executive Director, Goldman Sachs
avatar for Sailesh Pandey

Sailesh Pandey

Executive Director, COO, Data Services, Nomura



Tuesday October 5, 2021 11:55am - 12:25pm BST
Integrate 1
  Addressing the Data Challenge

11:55am BST

Best Practice in Delivering Successful Open Source Engagement in Organisations - Chris Howard, EPAM Systems
With an ever-growing collective and array of differing approaches that organisations are adopting to help curate and share knowledge about Open Source there can often be simply too much guidance available to those individuals looking to establish new ways of working and bring their organisations into the Open Source world.

In this session, Chris will share insights into practices and techniques that both EPAM, our clients and the industry are using to further their Open Source consumption and contributions. Chris will provide real-world examples that cover areas such as ensuring good governance and compliance with legal and licensing issues, implementing and maintaining positive Open Source engineering approaches, championing community engagement, nurturing internal community and recognising contributors as well as the power of engaging with industry consortia and foundations to help learn from others.

Speakers
avatar for Chris Howard

Chris Howard

Open Source Lead, EPAM Systems
Chris has over 10 years’ experience consulting for a broad spectrum of organisations in devising and delivering their digital transformation programmes. At EPAM Systems he is Open Source Lead responsible for the open source competency supporting clients with their adoption and maturity... Read More →



Tuesday October 5, 2021 11:55am - 12:25pm BST
Enterprise 1

11:55am BST

Containing the Chaos While Embracing Kubernetes Based Technology in Finance - Rob Knight, SUSE
To stay ahead of the competition, teams need the ability to innovate and deliver rapidly. Modern container based platforms such as Kubernetes can help teams deliver change faster, without compromising platform integrity. However, there is a sometimes-overwhelming choice in what Open Source projects to include, and endless possibilities in how they’re implemented. During this session, we will walk through numerous real life case studies and show how financial companies of all sizes contained the chaos and realised the benefit of Kubernetes and Kubernetes Management. We will approach this discussion from an Open Source technology standpoint, and give you an overview of the different Kubernetes based platform offerings out there, while giving an evidence based comparison between the most popular choices. You will also learn how a Kubernetes based platform can enable multi and hybrid cloud capabilities within the finance sector, based on real life success stories.

Speakers
avatar for Rob Knight

Rob Knight

CTO, Enterprise Cloud Products, SUSE
Rob Knight, a member of the SUSE Office of the CTO, is an experienced industry innovator, open source advocate and strategy adviser for emerging new industry technologies. With a focus on Cloud Native technologies, he supports organisations and communities to embrace Open Source Cloud... Read More →



Tuesday October 5, 2021 11:55am - 12:25pm BST
Enterprise 2
  Delivering Value with Open Source Tech
  • Experience Level Any
  • Presentation Slides Attached Yes

11:55am BST

Navigating Open Source Risk: A Strategic Approach - Dawn Foster, VMware
Many business decisions include a strategic element of risk and making tradeoffs, but we don’t always think about open source project risks and how those risks can impact our business and product strategies. For example, if we build our business or products on top of an open source technology, we’ll want to manage our risk. On the other hand, if we’re using an open source project as a part of some non-critical infrastructure, we can accept more risk. This talk will: * Compare the risk between projects under neutral foundations vs. those controlled by companies. * Provide details about how governance impacts risk for leadership selection, decision-making processes, and communication. * Evaluate business risk in terms of contributors and organizations to determine the level of risk associated with individuals or organizations leaving the project. * Discuss how certain behaviors within the community can increase or decrease the risk of using and contributing to a project. * Talk about the strategic implications of our open source project decisions. The audience will walk away with practical advice about how to strategically assess risk and evaluate projects for your organization.

Speakers
avatar for Dawn Foster

Dawn Foster

Director of Open Source Community Strategy, VMware
Dawn is Director of Open Source Community Strategy within VMware’s Open Source Program Office. She is on the board of OpenUK, an organization committed to developing and sustaining UK leadership in Open Technology. Dawn is involved in several Linux Foundation projects as a Governing... Read More →



Tuesday October 5, 2021 11:55am - 12:25pm BST
Interact
  Policy / Process / Operations

12:25pm BST

Lunch Break
Tuesday October 5, 2021 12:25pm - 2:10pm BST
2nd Floor Foyer

2:10pm BST

Panel Discussion: Creating an Open Source Data Standard for Financial Services Regulation - Taniem Choudhury, Deutsche Bank; James Nicholls, Braithwate & Sarah Sinclair, Change Gap
How to create an open source taxonomy and ontology, to categorise financial services regulation and standardise the data that describes the business profile of regulated firms and entities.

Speakers
avatar for Sarah Sinclair

Sarah Sinclair

CEO + Co-Founder, Change Gap
Sarah is a highly entrepreneurial and trusted senior change operator with over 20 years of diverse experience in the financial services sector from banking to insurance and investment management. After 20 years working in Financial Services, Sarah started ‘Change Gap’ in Feb 2020... Read More →
avatar for James Nicholls

James Nicholls

Managing Director, Braithwate Ltd
James leads Braithwate – specialist advisers in financial services. With 17 years’ experience across the UK, Europe and US, James helps global financial services businesses to analyse and respond to changing market dynamics and regulatory requirements. Having launched and grown... Read More →
avatar for Taniem Choudhury

Taniem Choudhury

CTO - Risk Finance and Treasury Technology, Deutsche Bank
Taniem Choudhury is the CTO for the Risk Finance and Treasury department at Deutsche Bank where he is responsible for the overall technology and architecture strategy. He has over 20 years’ experience working in the Finance Technology sector. The first half of his career was in... Read More →



Tuesday October 5, 2021 2:10pm - 2:40pm BST
Integrate 1
  Addressing the Data Challenge
  • Presentation Slides Attached Yes

2:10pm BST

Panel Discussion: Introducing Linux Foundation Research and the State of Open Source in Financial Services - Hilary Carter, Linux Foundation; Gilles Gravier, Wipro Ltd. & Colin Eberhardt, Scott Logic
This talk will introduce Linux Foundation Research, a new division created to broaden the understanding of open source projects, ecosystem dynamics, and impact. Among LF Research's inaugural projects is in the financial services vertical. Working with FINOS and team members from Scott Logic and Wipro, LF Research is pleased to have collaborated on the publication of the 2021 State of Open Source in Financial Services report, a study of understanding of governance, leadership, consumption, contribution, culture, and overall open source aspiration. Meet the research team and dig into the findings!

Speakers
avatar for Gilles Gravier

Gilles Gravier

Director, Senior Advisor - Open Source, Wipro Ltd
Open Source, Business Models, Licensing Issues, Policy Issues, Financing, Cloud Computing, Android
avatar for Colin Eberhardt

Colin Eberhardt

Technology Director, Scott Logic
Colin divides his time between leading the R&D team and providing advisory consultancy to clients. Widely recognized as a thought leader, Colin has a reputation throughout development circles as an expert in mobile technologies. He has also directed the team that developed a Securities... Read More →
avatar for Hilary Carter

Hilary Carter

VP Research, The Linux Foundation
Hilary Carter is VP Research at the Linux Foundation, a San Francisco-based non-profit technology consortium. Here, Hilary recently launched Linux Foundation Research, a division dedicated to creating and sharing decision-useful insights on the subjects that matter in the world of... Read More →


Tuesday October 5, 2021 2:10pm - 2:40pm BST
Enterprise 1

2:10pm BST

Codethink - Using FOSS in Regulated Industries - Paul Sherwood, Codethink
Consuming Open Source in your business is fundamentally different from consuming proprietary software from traditional providers. In particular, consuming Open Source implies being a community member and contributing as well as consuming. We propose a set of challenges that need to be addressed by any commercial consumer of Open Source software, and how close control as well as more direct involvement with the supply chain can address them. We also demonstrate the feasibility of this by linking it to the efforts of other communities, especially the Open Source Security Foundation (OpenSSF), which are making progress in enabling safer Open Source supply chains.

Speakers
avatar for Paul Sherwood

Paul Sherwood

CEO, Codethink
Paul Sherwood is CTO of Codethink, which provides advanced software engineering primarily for FOSS, embedded systems, automotive systems and cloud infrastructure, and CEO of trustable, an organisation with the goal of understanding risk in software development by demonstrating what... Read More →


Tuesday October 5, 2021 2:10pm - 2:40pm BST
Enterprise 2

2:10pm BST

Open Banking, Open Source, and Open Standards - Kevin Morris, Large Credit Union Coalition
This session will describe the concept of Open Banking around the world through a regulatory and policy lens. It will then move into the technical standards that different jurisdictions are pursuing, notably the difference between different API messaging standards being proposed. The session will then describe how Open Banking concepts work well with Open Source collaboration and how even regulatory policy in some jurisdictions is shifting to an open source style of transparency and input. The presenter will also contrast the differences between Open Source and Open Standards and why the two are not the same and have profound differences in how organizations should respond.

Speakers
avatar for Kevin Morris

Kevin Morris

Strategy and Programs Director, Large Credit Union Coalition
Kevin Morris has worked in the Canadian credit union system for 11 years, having most recently worked at the Canadian Credit Union Association as Data Analytics Manager and Strategy and Programs Director for the Large Credit Union Coalition. He's written multiple policy papers and... Read More →



Tuesday October 5, 2021 2:10pm - 2:40pm BST
Engage
  Delivering Value with Open Source Tech

2:10pm BST

Panel Discussion: The Growth of InnerSource in Financial Services - Clare Dillon & Danese Cooper, InnerSource Commons; Richard Alexander Wagener, CodeThink; Arthur Maltson, Capital One; Graham Odds, Scott Logic & Gil Yehuda, US Bank
InnerSource, the use of open source methods and practices to build proprietary code within an organization's firewall, has seen huge growth in Financial Services in the past year. A FINOS InnerSource Special Interest Group was formed in early 2021 to provide a forum to discuss challenges and share experiences and best practices. In this panel session we will get first hand feedback from the FINOS InnerSource SIG participants on why their organizations have adopted InnerSource, results so far, how to get started and how to foster engagement in FS InnerSource communities. The panel will also discuss what have been the biggest barriers in adopting InnerSource and how they overcame them. 

Speakers
avatar for Gil Yehuda

Gil Yehuda

Head of Open Source, U.S. Bank
Gil Yehuda is the Head of Open Source Engineering and Technology at US Bank. Previously, he managed the Open Source Program Office for Yahoo and Verizon Media. Gil was a Senior Analyst at Forrester Research and an enterprise architect at Fidelity Investments. Gil has been involved... Read More →
avatar for Graham Odds

Graham Odds

Innovation Director, Scott Logic
I am a versatile and creative designer and manager with a sleeves-rolled-up attitude to work and an extensive technical background. I have 12+ years commercial experience solving complex problems for large institutions using a wide variety of technologies across diverse platforms... Read More →
avatar for Danese Cooper

Danese Cooper

Founder and Chair, InnerSource Commons Foundation
Danese Cooper is founder and chair of InnerSource Commons and a member of the leadership team for the FINOS InnerSource SIG. Previously, she was head of open source software at PayPal, CTO of the Wikimedia Foundation, chief open source evangelist for Sun, and senior director of open... Read More →
avatar for Arthur Maltson 

Arthur Maltson 

Distinguished Engineer, Capital One
Arthur Maltson is a Distinguished Engineer at Capital One who's 70% Dev and 30% Ops. He’s currently practicing DevOps during the day, and as a husband and father, DadOps at night. Arthur is passionate about crafting tools with Developer Experience at their core. He loves finding... Read More →
avatar for Clare Dillon

Clare Dillon

Director, Mosslabs
Clare Dillon has spent over 20 years working with developers and developer communities. Clare has also been involved with InnerSource Commons since 2019, a community of practitioners with the goal of creating and sharing knowledge about InnerSource: the use of open source best practices... Read More →
avatar for Richard Alexander Wagener

Richard Alexander Wagener

Executive Consultant, Codethink
Richard Wagener is a consultant with Codethink, open source system software experts delivering critical, high-performance software projects for international companies in a range of industries including Automotive, Finance, Medical and IoT. Richard is a member of the FINOS InnerSource... Read More →


Tuesday October 5, 2021 2:10pm - 2:40pm BST
Interact

2:50pm BST

Solve Data Synchronization Challenges with Blockchain & Smart Contracts - David Richards, Digital Asset
Blockchains are typically well positioned to solve the issues of trust and data synchronization.  In enterprise technology data synchronisation is often the main challenge to overcome - the technical difficulty of multiple parties, either within the same organisation or spanning multiple organisations sharing data to drive a competitive advantage.  Better technology is needed to solve the problem and Daml has data synchronisation built into its core.  We introduce a concept called a Virtual Shared System of Record (VSSoR) using Smart Contracts and Blockchain that goes beyond open data, incorporates shared processes, and provides for strict well-permissioned cooperation that ensures only necessary data is shared to cooperatively solve a problem..

Speakers
avatar for David Richards

David Richards

Product Manager, Digital Asset
David is a Product Manager at Digital Asset working on a programming language and tech stack called Daml which solves data silos using Distributed Ledger Technology or Databases.  David's experience is in data & application integration.



Tuesday October 5, 2021 2:50pm - 3:20pm BST
Integrate 1
  Addressing the Data Challenge
  • Experience Level Beginner
  • Presentation Slides Attached Yes

2:50pm BST

Open Source Sustainability and Our Corporate Social Responsibility - Colin Eberhardt, Scott Logic
Modern software is increasingly complex, made up of hundreds or thousands of open source components, hidden away in deeply-nested dependency trees. Just how much do we know about these open source components that are an integral part of our products? What are the risks associated with their usage, and our exposure? Within the financial services industry, most often the solution is to build up a robust defence against these perils. Security scans, licence checkers - creating a walled-garden that harm the wider open source ecosystem. In this talk Colin will take a closer look at the make-up of modern software supply chains - where this code comes from, who authored it and how it is distributed. Ultimately asking ourselves the question “is this sustainable?” Despite numerous efforts to address this challenge; crowdfunding, sponsorship and highlighting critical infrastructure projects, this problem is growing. To solve it we need a reset in how we view this precious and fragile asset. Much like the environment, grass-roots activism can only go so far, to really make a difference large corporations need to wake up to their responsibility and make genuine and tangible commitments.

Speakers
avatar for Colin Eberhardt

Colin Eberhardt

Technology Director, Scott Logic
Colin divides his time between leading the R&D team and providing advisory consultancy to clients. Widely recognized as a thought leader, Colin has a reputation throughout development circles as an expert in mobile technologies. He has also directed the team that developed a Securities... Read More →


Tuesday October 5, 2021 2:50pm - 3:20pm BST
Enterprise 1

2:50pm BST

FDC3: A Review of Industry Activity - Matt Barrett, Adaptive Financial Consulting & Sachin Gaba, State Street
Since we last gathered in person, FDC3 usage has seen incredible growth. This talk will provide an overview of FDC3 usage across the industry, highlighting both internal and external usage. We will cover high-impact FDC3 usage and identify some key themes and trends. I’ll share some predictions about the next year of FDC3 growth, and identify missed opportunities.

Speakers
avatar for Matt Barrett

Matt Barrett

CEO, Adaptive Financial Consulting Limited
Matt co-founded Adaptive Financial Consulting in 2012 along with three colleagues. Adaptive works with capital and commodity market participants that value differentiation through technology. Matt is focused on understanding how technology can deliver lasting competitive advantage... Read More →
avatar for Sachin Gaba

Sachin Gaba

Head of Software Development, State Street


Tuesday October 5, 2021 2:50pm - 3:20pm BST
Engage

2:50pm BST

The FINOS Open Source Maturity Model and How to Apply It - Gilles Gravier, Wipro Ltd.
As financial services organizations continue to adopt open source at an ever-increasing pace there becomes a general recognition that it is a strategic asset, rather than simply a collection of ad-hoc components. Open source can drive significant benefits for an organization across multiple dimensions including strategic, financial, organizational, and technological if managed effectively. But, understanding how to capture those benefits while minimizing any potential risks can be a daunting task. It starts with understanding where you are as an organization on the open source maturity curve and the associated traits and attributes and how to identify and move to the most appropriate level for your company.

FINOS, working with Wipro, has implemented an open source maturity model and provided the tools to help all financial services organizations conduct a self-assessment and create a model and plans for how to move to the optimal level for them.

This talk will introduce the maturity model, the open source assessment surveys, and other tools and explain how to use them so every member can create their own open source maturity map

Speakers
avatar for Gilles Gravier

Gilles Gravier

Director, Senior Advisor - Open Source, Wipro Ltd
Open Source, Business Models, Licensing Issues, Policy Issues, Financing, Cloud Computing, Android


Tuesday October 5, 2021 2:50pm - 3:20pm BST
Interact

3:20pm BST

Coffee Break
Tuesday October 5, 2021 3:20pm - 3:50pm BST
2nd Floor Foyer

3:50pm BST

Leveraging the Open-source TimeBase CE Event-oriented Time-series Database to PowerCloud Hosted Analytical Applications - Stuart Farr, EPAM Systems
There are multiple well-established time-series databases offered under both open-source and commercial licenses. EPAM has recently contributed its TimeBase event-oriented time-series database and middleware into the open-source community via FINOS. In this talk, Ilya Gorelik discusses the reasoning behind this submission and how the ongoing move to the cloud from traditional data centres requires a re-think of technical architectures. In particular, Ilya presents challenges and opportunities of building analytical applications within the constraints and advantages of hosting time-series data in the cloud.

Speakers
SF

Stuart Farr

Director, Business Development, EPAM Systems


Tuesday October 5, 2021 3:50pm - 4:20pm BST
Integrate 1

3:50pm BST

Banking on Open: Ensuring the Continued Growth of OSS in FinTech - Amanda Brock on behalf of Open Invention Network
Amanda Brock will discuss the emergence of banks and finance companies as increasingly tech-centric, arising with the growing adoption of Open Source Software (OSS).  Amanda will discuss a potentially significant impediment to the growth of OSS in the sector – patent lawsuits. She will explain how patent aggression by operating companies and Patent Assertion Entities (PAE’s) could slow the progress of OSS code adoption in this sector absent unified support for patent non-aggression.  Amanda will discuss the benefits of developing a comprehensive IP strategy that aligns with the realities of today’s technological environment.  This means recognizing the duality occasioned by the use of both open source and proprietary software. She will showcase some of the steps that finance companies can implement by working through patent risk reduction programs offered by entities like AST, LOTnet, RPX, and Unified Patents. Finally, Amanda will explain how companies such as Barclays, TD Bank, Sumitomo Mitsui, Ant Group, Tencent (WeChat mobile payments), UnionPay, Ethereum, and others are benefiting from patent non-aggression through free membership in the Open Invention Network (OIN). 

Speakers
avatar for Amanda Brock

Amanda Brock

Chair, United Nations Technology and Innovations Labs, Open Source and Intellectual Property Advisory Board
Amanda is the Chair of the Open Source (OS) and Intellectual Property (IP) Advisory Group of the United Nations Technology Innovation Labs and the European Representative of the world’s biggest defensive patent pool, the Open Invention Network.She is also Director, Operations of... Read More →


Tuesday October 5, 2021 3:50pm - 4:20pm BST
Enterprise 1

3:50pm BST

Morphir: A Single Language for Business and Technology - Attila Mihaly, Morgan Stanley
Financial software is an amazing feat of collaboration between two groups of experts who speak entirely different languages. Imagine what they could achieve if they spoke the same language! Morphir is a single language for business and technology that shapeshifts into a familiar form whether that is a flow diagram or your favourite programming language. In his talk, Attila will show how domain and technology experts can work together to build and test a solution in minutes. Then he is going to show how the same business logic can be executed on multiple different technology platforms without manual coding. Finally, Attila will give you real-world examples of how Morphir facilitates collaboration between different technology teams even if they work in wildly different business domains.

Speakers
avatar for Attila Mihaly

Attila Mihaly

Vice President, Morgan Stanley
Attila Mihaly is a co-creator of Morphir and Vice President at Morgan Stanley. He has close to two decades of experience in software development in various domains spanning from the tracking of chemical experiments to highly available trading sytsems. Attila is passionate about improving... Read More →



Tuesday October 5, 2021 3:50pm - 4:20pm BST
Engage
  Delivering Value with Open Source Tech
  • Experience Level Any
  • Presentation Slides Attached Yes

4:30pm BST

Data Analytics Democratization: How ING Data Analytics Platform Bootstraps New Data Driven Products - Krzysztof Adamski, ING
Three years ago ING Wholesale Banking Advanced Analytics team set up an ambitious goal to gather in one place a curated portfolio of internal data sources together with a large scale compute platform. At its core the idea of allowing internal projects to get access to a rich toolset of open source and industry standards frameworks and preprocessed data to validate business ideas in the secure exploration environment. Extensive growth with over 200 projects so far and almost 2000 internal users proofs advanced analytics i.e. ML, AI, NLP capabilities should become easily consumable not only by specialised, dedicated teams, but make them close to subject matter experts. Join this session where Krzysztof shares what are in our opinion key elements of the strategy and what is still in front of ING Data Analytics Platform to make 50% of ING employees be part of it.

Speakers
avatar for Krzysztof Adamski

Krzysztof Adamski

Data Infrastructure Lead, ING
Data Infrastructure Architect and Lead at ING Data Analytics Platform Enables companies to make use of data to fuel their product strategies. Closing the gap between IT infrastructure teams and business initiatives. With the experience in high frequency trading business, migrating... Read More →



Tuesday October 5, 2021 4:30pm - 5:00pm BST
Integrate 1
  Addressing the Data Challenge

4:30pm BST

FDC3 Fast and Easy: Introducing the FDC3 Workbench for Vendors - Kris West, Cosaic
As desktop interoperability gains momentum, app vendors must prepare for expectations from clients who look for FDC3-enabled applications to join their integrated desktops. Meeting FDC3 standards allows your app to easily interoperate with other applications (without the need to coordinate with their developers first) and therefore secure a spot on clients' smart desktops. Getting your application FDC3-enabled is easier than ever with the new FINOS-contributed project, FDC3 Workbench. This new developer tool makes it easy to verify that your application communicates correctly with other apps using FDC3 protocol, while additionally providing a fully-featured desktop agent—Finsemble—to develop in. Don’t be left out of the interop movement—join this session to see how this open-sourced workbench can assist you today. 

Speakers
avatar for Kris West

Kris West

Principal Engineer, Cosaic
Kris is a Principal Engineer at Cosaic with a focus on Finsemble, the smart desktop platform and FDC3 desktop agent. Kris is also lead-maintainer of the FDC3 standard, which is providing a common language for financial applications to be able to communicate with each other on the... Read More →



Tuesday October 5, 2021 4:30pm - 5:00pm BST
Engage
  Delivering Value with Open Source Tech
  • Presentation Slides Attached Yes

4:30pm BST

Policy Compliance with Sigstore: From Signing Software to Validating the Whole Software Supply Chain - Axel Simon, Red Hat
While Software Supply Chain attacks have existed for years, recent high-profile attacks have elevated the awareness of these threats. Thankfully, the open source community has been working to improve how we verify the software we deploy and rely on. In this talk, we will discuss sigstore, a new open source effort aiming to provide ubiquitous, free and easy to use software signing and verification by offering a set of tools backed by a public good service. Its goal is to make verifying the provenance of any code you want to run, up to its upstream dependencies, simple and easy. Building on this capacity to verify the provenance of software, we will look at using automation such as CI/CD build pipelines and policy tools (e.g. OPA). These capabilities will enable better informed decisions about whether to accept code on our build systems, our test systems and our production systems. Finally, we will review the ideas we have been investigating at Red Hat for using sigtore and other tools like Keylime and Tekton Chains to verify software at each step of a cloud-native software build and deployment process, enforcing a chosen policy, itself verified.

Speakers
avatar for Axel Simon

Axel Simon

security and emerging tech, Office of the CTO, Red Hat
Axel is part of Red Hat's Office of the CTO, where he works on open source security as part of the Emerging Technologies team. He has worked on projects such as Enarx, Keylime and sigstore. He has studied economics, “done agile”, worked on the blockchain ecosystem, talked before... Read More →



Tuesday October 5, 2021 4:30pm - 5:00pm BST
Interact
  Policy / Process / Operations

5:05pm BST

Community Awards

Tuesday October 5, 2021 5:05pm - 5:10pm BST
Enterprise 1&2
  Keynote Sessions
  • Experience Level Any
  • Presentation Slides Attached Yes

5:10pm BST

Closing Remarks - Gabriele Columbro, Executive Director, FINOS
Speakers
avatar for Gabriele Columbro

Gabriele Columbro

Executive Director, FINOS
Gabriele is an open source executive and technologist at heart. He spent over 15 years building developer ecosystems to deliver value through open source across Europe and the US. He thrives on driving innovation both contributing to open source communities and joining commercial... Read More →



Tuesday October 5, 2021 5:10pm - 5:20pm BST
Enterprise 1&2
  Keynote Sessions
  • Experience Level Any
  • Presentation Slides Attached Yes

5:20pm BST

Onsite Reception Sponsored by Cosaic with Introduction from Dan Schleifer, Co-Founder & CEO, Cosaic
You’re invited to a special evening event to celebrate a great day at OSSF and enjoy a return to in-person networking. Additionally, our evening sponsor - Cosaic CEO Dan Schleifer - will give a short overview of how interoperability and FDC3 standards have a huge impact on the financial services/open-source community. Learn why connectivity is the way to true innovation - stop by and connect with us!  Drinks and light appetizers will be provided.

Speakers
avatar for Dan Schleifer

Dan Schleifer

CEO, Cosaic
Dan has spent his career building and taking to market enterprise software solutions in the information security, sales enablement, and financial technology markets. With a huge passion for data visualization, he founded Cosaic to bring data viz and modern design to capital markets... Read More →


Tuesday October 5, 2021 5:20pm - 6:30pm BST
2nd Floor Foyer