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SOA: Architecture, Methodology, or Millstone for Financial Technology Organizations?

Date: June 14, 2006

Time: 12:00 pm US Eastern

All dates and times are NY local time, please consult your favorite world clock to determine when this webinar takes place in your time zone.

Featured Speakers:

Larry Scott, Vice President - Financial Services, Business Integration/SOA Solutions, SUN Microsystems (bio)
Leon Zilber, Manager - Web Delivery, PwC Advisory (bio)
Glen Hobbs, Director Advisory Services, Technology & Data Services (bio)


Sandy Kemsley

Sponsored By:

SUN Microsystems

The financial services industry has always been an aggressive adopter of technology. So is SOA a technology fad or does its adoption drive real benefits for the business? We'll explore the principles of SOA and its effects on people, process, and technology. We'll also look at how financial industry participants are using SOA for technical integration, identity management, and service governance in end user applications. And we'll debunk some of the myths (good and bad) about SOA and web services.

What you will learn:
  • What makes the financial services industry different when adopting SOA
  • Real life use cases - what they did right and what they would do differently

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Featured Speaker Bios:

Larry Scott is Vice President for SOA/Business Integration, Financial Services at Sun Microsystems. He joined the firm in 2003.

He is responsible for defining the global marketing, sales, and solutions strategy and direction for the banking, capital markets, and insurance segments. He also manages the Financial Services field sales team in the Boston, Hartford, and New York markets. Mr. Scott worked in industry and consulting prior to joining Sun, and was a member of the leadership team at SeeBeyond Technology, a Sun acquisition in August 2005.

Mr. Scott is currently his firm's Steering Committee member at ISITC, is a past member of the Securities Industry Middleware Council, and previously sponsored his firm's technical working group membership on the FIX Committee. Prior to Sun, Mr. Scott was a Vice President at Cambridge Technology Partners where he oversaw the financial services, telecommunications, energy, and media groups. While at Cambridge he grew its financial services business to nearly $100M in annual revenues, working with firms such as UBS, Merrill Lynch, Robertson Stephens, Bank of New York, JPMorgan Chase, and the New York Mercantile Exchange. Mr. Scott previously held positions at Fidelity Investments, Thomson Financial, SEI Investments, and First National Bank of Boston (now Bank of America). Mr. Scott is married with three children and lives in the Boston area. He has a degree in Economics from Dickinson College.

Leon Zilber is a Manager in the Advisory Performance Improvement practice. He has a Masters Degree in Computer Science and is a Project Management Professional (PMP). He is a recognized for his experience in enterprise architecture assessment, strategy and implementation. He has over six years of IT enterprise management experience with PwC and prior to that with HP R&D Labs and HP Services. As a member of PwC's Innovation group, Leon is exploring the potential of the next generation of SOA (SOA v.2.0) to determine how SOA 2.0 coyld change clients' business models as we know today.

Glen Hobbs leads the application development competency within PricewaterhouseCoopers Technology and Data Services southeast region, based in Atlanta. Glen has over 18 years experience in technology leadership positions spanning the telecommunications, insurance and pharmaceutical sectors, including responsibilities as Systems Engineer, CTO, CIO and business owner.

Glen's team focuses on composite application development, Service Oriented Architectures, XML-based solutions, technology planning and alignment, software development techniques, lifecycles and methodologies, and project management. A specific focus is utilizing composite application techniques that will generate rapid success experiences in the deployment of business intelligence, dashboarding, reporting and real-time compliance monitoring systems. Glen's team was responsible for the development of PwC's CARTA architecture and framework for real-time compliance monitoring. Most recently, Glen developed a comprehensive compliance monitoring system architecture for a Fortune 50 company using CARTA, which included rules engine, business process management, enterprise service bus, dashboarding, business intelligence and portal integration technologies.

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